Rosenberg Matthew Hamilton has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $336 Million distributed in 808 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $37.8M, Spdr Portfolio S&P 1500 Compos with a value of $34.9M, Jp Morgan ETF Tr Ultra Short I with a value of $27.5M, Vanguard Bd Index Fd Inc Inter with a value of $25.7M, and Vanguard Intermediate Term Cor with a value of $16.8M.
Examining the 13F form we can see an decrease of $8.35M in the current position value, from $345M to 336M.
Also it can be appreciated an additional of 37 stocks purchases and 1 closed positions.
Below you can find more details about Rosenberg Matthew Hamilton portfolio as well as his latest detailed transactions.
Portfolio value
$336 Million
ETFs: $265 Million
Technology: $15.1 Million
Energy: $9.75 Million
Financial Services: $8.17 Million
Healthcare: $7.06 Million
Consumer Cyclical: $6.93 Million
Industrials: $6.35 Million
Communication Services: $5.44 Million
Other: $12.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions