Rosenberg Matthew Hamilton Sells in Q4 2025

Rosenberg Matthew Hamilton

  • $473 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-7.04K
- 15.62%
$91.46 - $91.76 $644K - $646K
38K $3.48M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.27K
- 41.51%
$142.82 - $150.36 $467K - $492K
4.61K $676K
VTI
Vanguard Total Stock Market Et

ETFs
-2.01K
- 1.37%
$321.8 - $337.95 $646K - $678K
144K $47.5M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-2.46K
- 3.75%
$118.35 - $124.49 $291K - $306K
63.2K $7.69M
ORCL
Oracle Corp

Technology
-28
- 0.74%
$217.57 - $313.0 $6.09K - $8.76K
3.74K $822K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.77K
- 10.41%
$79.55 - $80.13 $220K - $222K
23.8K $1.89M
EFG
Msci Eafe Growth ETF

ETFs
-1.96K
- 44.6%
$112.91 - $117.61 $221K - $230K
2.43K $279K
T
At&T Inc.

Communication Services
-6.67K
- 47.88%
$24.44 - $27.55 $163K - $184K
7.26K $184K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.72K
- 0.46%
$77.73 - $78.84 $133K - $135K
372K $29M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-3.54K
- 3.79%
$50.59 - $50.93 $179K - $180K
89.9K $4.55M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.74K
- 7.39%
$78.65 - $79.19 $137K - $138K
21.9K $1.72M
TMUS
T Mobile Us, Inc.

Communication Services
-418
- 22.67%
$201.01 - $233.26 $84K - $97.5K
1.43K $307K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.8K
- 3.24%
$30.13 - $30.32 $115K - $115K
113K $3.42M
HD
Home Depot, Inc.

Consumer Cyclical
-119
- 6.83%
$358.03 - $397.02 $42.6K - $47.2K
1.62K $581K
MSFT
Microsoft Corp

Technology
-91
- 1.25%
$496.82 - $542.07 $45.2K - $49.3K
7.19K $3.65M
NEAR
Blackrock Short Maturity Bond

ETFs
-2.27K
- 15.26%
$51.08 - $51.37 $116K - $117K
12.6K $644K
VLUE
Ishares Msci Usa Value Factor

ETFs
-882
- 54.44%
$122.29 - $132.67 $108K - $117K
738 $96K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-752
- 6.15%
$142.79 - $150.05 $107K - $113K
11.5K $1.68M
CARR
Carrier Global Corp

Industrials
-1.56K
- 82.67%
$54.1 - $60.75 $84.4K - $94.8K
327 $17K
PG
Procter & Gamble CO

Consumer Defensive
-451
- 14.02%
$145.5 - $153.18 $65.6K - $69.1K
2.77K $403K
KHC
Kraft Heinz CO

Consumer Defensive
-3.39K
- 92.14%
$23.72 - $26.28 $80.4K - $89.1K
289 $7K
KMB
Kimberly Clark Corp

Consumer Defensive
-683
- 85.91%
$100.05 - $123.23 $68.3K - $84.2K
112 $11K
SAP
Sap Se

Technology
-199
- 15.38%
$238.9 - $280.46 $47.5K - $55.8K
1.1K $261K
VZ
Verizon Communications Inc

Communication Services
-1.03K
- 10.58%
$38.4 - $43.83 $39.6K - $45.2K
8.72K $357K
SHW
Sherwin Williams CO

Basic Materials
-176
- 24.82%
$330.74 - $354.45 $58.2K - $62.4K
533 $177K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-1.45K
- 15.41%
$43.6 - $45.68 $63.2K - $66.2K
7.96K $358K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-1.94K
- 2.38%
$24.8 - $25.02 $48.2K - $48.6K
79.7K $1.98M
IXN
Ishares Global Information Tec

ETFs
-629
- 16.31%
$102.05 - $112.09 $64.2K - $70.5K
3.23K $341K
SYY
Sysco Corp

Consumer Defensive
-421
- 16.75%
$72.9 - $83.27 $30.7K - $35.1K
2.09K $156K
AWK
American Water Works Company, Inc.

Utilities
-315
- 33.98%
$125.97 - $145.43 $39.7K - $45.8K
612 $80K
LYV
Live Nation Entertainment, Inc.

Communication Services
-235
- 37.54%
$134.79 - $158.88 $31.7K - $37.3K
391 $53K
KKR
Kkr & Co. Inc.

Financial Services
-206
- 8.68%
$117.52 - $127.65 $24.2K - $26.3K
2.17K $259K
IYE
Ishares Tr

ETFs
-1.14K
- 20.47%
$45.39 - $48.8 $51.5K - $55.4K
4.41K $215K
ACN
Accenture PLC

Technology
-182
- 28.98%
$234.02 - $253.35 $42.6K - $46.1K
446 $107K
LMT
Lockheed Martin Corp

Industrials
-42
- 4.92%
$452.1 - $514.24 $19K - $21.6K
811 $381K
SO
Southern CO

Utilities
-228
- 4.73%
$90.58 - $99.72 $20.7K - $22.7K
4.6K $416K
WSM
Williams Sonoma Inc

Consumer Cyclical
-168
- 29.84%
$181.45 - $199.63 $30.5K - $33.5K
395 $71K
UNH
Unitedhealth Group Inc

Healthcare
-7
- 0.52%
$320.52 - $369.92 $2.24K - $2.59K
1.35K $433K
HON
Honeywell International Inc

Industrials
-78
- 5.74%
$194.07 - $220.67 $15.1K - $17.2K
1.28K $250K
ET
Energy Transfer LP

Energy
-1.95K
- 36.31%
$16.29 - $17.01 $31.8K - $33.2K
3.43K $58K
PSA
Public Storage

Real Estate
-89
- 21.39%
$272.78 - $311.8 $24.3K - $27.8K
327 $89K
DUK
Duke Energy Corp

Utilities
-274
- 9.01%
$121.57 - $129.03 $33.3K - $35.4K
2.77K $346K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-120
- 3.67%
$185.12 - $192.11 $22.2K - $23.1K
3.15K $590K
DLR
Digital Realty Trust, Inc.

Real Estate
-107
- 11.81%
$158.11 - $179.28 $16.9K - $19.2K
799 $126K
ADP
Automatic Data Processing Inc

Industrials
-40
- 9.3%
$250.9 - $292.94 $10K - $11.7K
390 $97K
GRMN
Garmin LTD

Technology
-13
- 2.53%
$194.13 - $259.77 $2.52K - $3.38K
500 $97K
MAA
Mid America Apartment Communities Inc.

Real Estate
-170
- 32.08%
$126.28 - $138.0 $21.5K - $23.5K
360 $47K
CNI
Canadian National Railway CO

Industrials
-285
- 21.16%
$93.17 - $97.87 $26.6K - $27.9K
1.06K $101K
IRM
Iron Mountain Inc

Real Estate
-152
- 13.55%
$91.37 - $106.46 $13.9K - $16.2K
970 $88K
Activity Summary
Buys All Purchases 191 New Holdings 27 Increased Positions 164 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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