Rosenberg Matthew Hamilton has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $382 Million distributed in 816 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $44.6M, Vanguard Total Stock Market Et with a value of $44.6M, Jp Morgan ETF Tr Ultra Short I with a value of $31.6M, Vanguard Bd Index Fd Inc Inter with a value of $28.3M, and Vanguard Intermediate Term Cor with a value of $22.4M.
Examining the 13F form we can see an increase of $4M in the current position value, from $378M to 382M.
Also it can be appreciated an additional of 50 stocks purchases and 10 closed positions.
Below you can find more details about Rosenberg Matthew Hamilton portfolio as well as his latest detailed transactions.
Portfolio value
$382 Million
ETFs: $307 Million
Technology: $17.4 Million
Financial Services: $9.43 Million
Energy: $8.75 Million
Consumer Cyclical: $7.66 Million
Healthcare: $7.09 Million
Industrials: $6.62 Million
Communication Services: $6 Million
Other: $12.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
