Rosenberg Matthew Hamilton Incresed Positions in Q4 2024

Rosenberg Matthew Hamilton

  • $382 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBY
Best Buy CO Inc

Consumer Cyclical
155
+ 14.25%
$85.2 - $101.35 $13.2K - $15.7K
1.24K $106K
SHW
Sherwin Williams CO

Basic Materials
31
+ 7.62%
$338.75 - $399.71 $10.5K - $12.4K
438 $148K
PSA
Public Storage

Real Estate
41
+ 12.54%
$289.33 - $360.21 $11.9K - $14.8K
368 $110K
MHK
Mohawk Industries Inc

Consumer Cyclical
31
+ 10.33%
$116.82 - $161.27 $3.62K - $5K
331 $39K
SO
Southern CO

Utilities
330
+ 6.96%
$81.5 - $94.15 $26.9K - $31.1K
5.07K $417K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.32%
$442.29 - $483.08 $2.65K - $2.9K
1.86K $841K
EFV
Msci Eafe Value ETF

ETFs
79
+ 2.75%
$51.78 - $57.15 $4.09K - $4.51K
2.95K $154K
FCX
Freeport Mcmoran Inc

Basic Materials
513
+ 19.71%
$38.08 - $50.82 $19.5K - $26.1K
3.12K $118K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
49
+ 2.01%
$55.45 - $61.08 $2.72K - $2.99K
2.49K $138K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
128
+ 1.42%
$19.82 - $21.55 $2.54K - $2.76K
9.17K $181K
MU
Micron Technology Inc

Technology
101
+ 8.52%
$84.16 - $113.41 $8.5K - $11.5K
1.29K $108K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
739
+ 6.58%
$74.68 - $81.45 $55.2K - $60.2K
12K $894K
DUK
Duke Energy Corp

Utilities
13
+ 0.49%
$105.76 - $120.76 $1.37K - $1.57K
2.69K $289K
LEN
Lennar Corp

Consumer Cyclical
274
+ 24.08%
$136.2 - $188.96 $37.3K - $51.8K
1.41K $192K
QCOM
Qualcomm Inc

Technology
9
+ 0.63%
$150.4 - $178.04 $1.35K - $1.6K
1.43K $220K
SJNK
Spdr Bloomberg Short Term High

ETFs
239
+ 0.41%
$25.09 - $25.69 $6K - $6.14K
58.3K $1.47M
ABBV
Abb Vie Inc.

Healthcare
174
+ 5.83%
$164.99 - $203.87 $28.7K - $35.5K
3.16K $561K
VZ
Verizon Communications Inc

Communication Services
67
+ 0.99%
$39.6 - $45.21 $2.65K - $3.03K
6.86K $274K
DHR
Danaher Corp

Healthcare
54
+ 5.9%
$226.16 - $274.52 $12.2K - $14.8K
969 $222K
GIS
General Mills Inc

Consumer Defensive
13
+ 0.33%
$62.78 - $74.62 $816 - $970
3.9K $248K
SCCO
Southern Copper Corp

Basic Materials
9
+ 0.47%
$91.13 - $117.95 $820 - $1.06K
1.91K $174K
KO
Coca Cola CO

Consumer Defensive
137
+ 2.46%
$61.74 - $71.71 $8.46K - $9.82K
5.71K $355K
TSCO
Tractor Supply CO

Consumer Cyclical
4.78K
+ 377.8%
$52.59 - $303.74 $252K - $1.45M
6.05K $320K
EFG
Msci Eafe Growth ETF

ETFs
6
+ 0.13%
$96.83 - $106.88 $581 - $641
4.79K $463K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
702
+ 2.51%
$38.37 - $42.82 $26.9K - $30.1K
28.7K $1.1M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
649
+ 3.5%
$67.29 - $73.38 $43.7K - $47.6K
19.2K $1.3M
LLY
Eli Lilly & CO

Healthcare
18
+ 2.67%
$727.2 - $932.06 $13.1K - $16.8K
692 $534K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.12K
+ 159.68%
$26.93 - $84.95 $246K - $775K
14.8K $405K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1.74K
+ 3.37%
$32.75 - $35.81 $57.1K - $62.4K
53.4K $1.76M
NUE
Nucor Corp

Basic Materials
15
+ 0.62%
$115.78 - $167.74 $1.74K - $2.52K
2.44K $284K
XOM
Exxon Mobil Corp

Energy
205
+ 1.82%
$105.51 - $125.37 $21.6K - $25.7K
11.4K $1.23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
152
+ 0.47%
$44.04 - $49.49 $6.69K - $7.52K
32.5K $1.43M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
49.1K
+ 88.33%
$24.31 - $49.53 $1.19M - $2.43M
105K $2.55M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.3K
+ 3.65%
$74.5 - $78.37 $994K - $1.05M
379K $28.3M
VEA
Vanguard Ftse Developed Market

ETFs
8.44K
+ 5.33%
$47.57 - $52.44 $401K - $442K
167K $7.97M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.99K
+ 4.63%
$34.13 - $37.35 $341K - $373K
226K $7.71M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
364K
+ 111.38%
$18.41 - $40.87 $6.7M - $14.9M
690K $12.8M
Activity Summary
Buys All Purchases 238 New Holdings 50 Increased Positions 188 Sells All Sells 219 Reductions 209 Sold out 10 Options Calls 0 Puts 0
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