Rosenberg Matthew Hamilton Q1 2025 Filing

Filed April 28, 2025

Portfolio Value

$398.8B

Holdings

823

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (823 positions)

#StockSharesValue% PortfolioType
101
NDQINVESCO QQQ TRUST SERIES I
763$357.8M0.09%
102
TSLATESLA INC COM
1,364$353.5M0.09%
103
VOOVANGUARD S&P 500 ETF
671$344.8M0.09%
104
LEMBISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF
9,114$341.4M0.09%
105
TSCOTRACTOR SUPPLY CO COM
6,145$338.6M0.08%
106
BACVERIZON COMMUNICATIONS
7,441$337.5M0.08%
107
LOWLOWES COS INC COM
1,437$335.2M0.08%
108
IYEISHARES U.S. ENERGY ETF
6,769$333.7M0.08%
109
USMVISHARES MSCI USA MIN VOL FACTOR ETF
3,539$331.5M0.08%
110
MRKMERCK & CO INC
3,684$330.7M0.08%
111
TMTOYOTA MOTOR CORP ADS
1,868$329.8M0.08%
112
SBUXSTARBUCKS CORP COM
3,347$328.3M0.08%
113
DUKDUKE ENERGY CORP NEW COM NEW
2,682$327.1M0.08%
114
AXPAMERICAN EXPRESS CO COM
1,214$326.6M0.08%
115
BPBP PLC SPONSORED ADR
9,625$325.2M0.08%
116
KMIKINDER MORGAN INC DEL COM
11,244$320.8M0.08%
117
UNPUNION PAC CORP COM
1,338$316.0M0.08%
118
HCAHCA HEALTHCARE INC COM
914$315.8M0.08%
119
INTUINTUIT COM
513$315.0M0.08%
120
IBNICICI BANK LIMITED ADR
9,958$313.9M0.08%
121
BKRBAKER HUGHES COMPANY CL A
7,141$313.8M0.08%
122
SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
6,552$311.9M0.08%
123
IAU*ISHARES GOLD TRUST
5,250$309.5M0.08%
124
AMGNAMGEN INC COM
989$308.1M0.08%
125
VGTVANGUARD INFORMATION TECHNOLOGY ETF
564$305.9M0.08%
126
CMGCHIPOTLE MEXICAN GRILL INC COM
6,057$304.1M0.08%
127
IXNISHARES GLOBAL TECH ETF
3,993$302.5M0.08%
128
TJXTJX COS INC NEW COM
2,482$302.3M0.08%
129
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
1,862$300.3M0.08%
130
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
9,010$299.5M0.08%
131
SRESEMPRA COM
4,123$294.2M0.07%
132
BLKBLACKROCK INC COM
310$293.4M0.07%
133
FENYFIDELITY MSCI ENERGY INDEX ETF
11,394$291.1M0.07%
134
TRVCCITIGROUP INC
4,025$285.7M0.07%
135
XLEENERGY SELECT SECTOR SPDR FUND
3,048$284.9M0.07%
136
LAMRLAMAR ADVERTISING CO NEW CL A
2,492$283.5M0.07%
137
WMWASTE MGMT INC DEL COM
1,212$280.6M0.07%
138
ETNEATON CORP PLC SHS
1,030$280.0M0.07%
139
IVLUISHARES MSCI INTL VALUE FACTOR ETF
9,224$279.6M0.07%
140
GEGE AEROSPACE COM NEW
1,397$279.5M0.07%
141
NUENUCOR CORP COM
2,313$278.3M0.07%
142
COFCAPITAL ONE FINL CORP COM
1,546$277.2M0.07%
143
4I1PHILIP MORRIS INTL INC COM
1,744$276.8M0.07%
144
THCTENET HEALTHCARE CORP COM NEW
2,000$269.0M0.07%
145
NVONOVO-NORDISK A S ADR
3,812$264.7M0.07%
146
AEPAMERICAN ELEC PWR CO INC COM
2,355$257.3M0.06%
147
VLUEISHARES MSCI USA VALUE FACTOR ETF
2,399$255.9M0.06%
148
QCOMQUALCOMM INC COM
1,662$255.3M0.06%
149
TXNTEXAS INSTRS INC COM
1,420$255.2M0.06%
150
IJRISHARES CORE S&P SMALL CAP ETF
2,410$252.0M0.06%
151
HONHONEYWELL INTL INC COM
1,185$250.9M0.06%
152
IVVISHARES S&P 500 INDEX
445$250.0M0.06%
153
CITHE CIGNA GROUP COM
759$249.7M0.06%
154
BOXBOX INC CL A
8,073$249.1M0.06%
155
GILDGILEAD SCIENCES INC COM
2,218$248.6M0.06%
156
CAHCARDINAL HEALTH INC COM
1,802$248.3M0.06%
157
AFLAFLAC INC COM
2,223$247.2M0.06%
158
XLKTECHNOLOGY SELECT SECTOR SPDR
1,184$244.5M0.06%
159
ORLYOREILLY AUTOMOTIVE INC COM
170$243.5M0.06%
160
SONYSONY GROUP CORP SPONSORED ADR
9,323$236.7M0.06%
161
ULUNILEVER PLC SPON ADR NEW
3,972$236.5M0.06%
162
TTENTOTALENERGIES SE SPONSORED ADS
3,639$235.4M0.06%
163
ASMLASML HOLDING N V N Y REGISTRY SHS
354$234.6M0.06%
164
ABTABBOTT LABS COM
1,762$233.7M0.06%
165
SPABSPDR PORTFOLIO AGGREGATE BOND ETF
9,076$231.8M0.06%
166
SOXXISHARES SEMICONDUCTOR ETF
1,231$231.6M0.06%
167
OMCOMNICOM GROUP INC COM
2,786$231.0M0.06%
168
NEENEXTERA ENERGY INC COM
3,256$230.8M0.06%
169
VDEVANGUARD ENERGY ETF
1,779$230.8M0.06%
170
GISGENERAL MLS INC COM
3,828$228.9M0.06%
171
FDXFEDEX CORP COM
938$228.7M0.06%
172
SYKSTRYKER CORPORATION COM
595$221.5M0.06%
173
EMREMERSON ELEC CO COM
2,017$221.1M0.06%
174
AZOAUTOZONE INC COM
58$221.1M0.06%
175
DYHTARGET CORP COM
2,109$220.1M0.06%
176
PAYXPAYCHEX INC COM
1,406$216.9M0.05%
177
KRKROGER CO COM
3,198$216.5M0.05%
178
NOCNORTHROP GRUMMAN CORP COM
418$214.0M0.05%
179
CSXCSX CORP COM
7,248$213.3M0.05%
180
QUALISHARES MSCI USA QUALITY FACTOR ETF
1,241$212.1M0.05%
181
TAT&T INC COM
7,456$210.9M0.05%
182
PEGPUBLIC SVC ENTERPRISE GRP INC COM
2,562$210.8M0.05%
183
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
2,434$205.7M0.05%
184
AMDADVANCED MICRO DEVICES INC COM
2,000$205.5M0.05%
185
KMBKIMBERLY-CLARK CORP COM
1,436$204.2M0.05%
186
FNCLFIDELITY MSCI FINANCIALS INDEX ETF
2,928$203.6M0.05%
187
DHRDANAHER CORPORATION COM
975$199.9M0.05%
188
PLDPROLOGIS INC. COM
1,786$199.7M0.05%
189
FIDUFIDELITY MSCI INDUSTRIAL INDEX ETF
2,886$197.6M0.05%
190
LOGILOGITECH INTL S A SHS
2,339$197.4M0.05%
191
IBITISHARES BITCOIN TRUST ETF
4,191$196.2M0.05%
192
ACNACCENTURE PLC IRELAND SHS CLASS A
626$195.3M0.05%
193
WFCWELLS FARGO CO NEW COM
2,694$193.4M0.05%
194
EPIWISDOMTREE TR INDIA EARNINGS FD
4,345$189.9M0.05%
195
BSXBOSTON SCIENTIFIC CORP COM
1,863$187.9M0.05%
196
EDCONSOLIDATED EDISON INC COM
1,688$186.7M0.05%
197
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
1,930$186.1M0.05%
198
GDGENERAL DYNAMICS CORP COM
676$184.3M0.05%
199
PCYPOWERSHARES EMERGING MKTS SOVEREIGN DEBT
9,101$183.6M0.05%
200
XELXCEL ENERGY INC COM
2,586$183.1M0.05%
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