RJ

Rosenbaum Jay D.

13F
Rosenbaum Jay D.
Last update 2024-11-07 6 Stocks (0 new)
Value $7.00 Mil Turnover 0 %
Countries:
Top Holdings: NPWR(52.38%)CRK(33.27%)NVDA(4.39%)AVGO(3.94%)MSFT(3.83%)
Summary Stock Picks Current Portfolio
Rosenbaum Jay D. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NPWR
NET Power Inc
500,000
3,505.0
0%
52.380
0%
0.680
+38.78%
-74.32%
211.4
Industrial Products
CRK
Comstock Resources Inc
200,000
2,226.0
0%
33.270
0%
0.070
+17.18%
+17.18%
6,253.8
Oil & Gas
NVDA
NVIDIA Corp
2,420
293.9
-46.22%
4.390
-1.46%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
AVGO
Broadcom Inc
1,530
263.9
-52.48%
3.940
-1.54%
0.000
+64.67%
+20.81%
1,310,340.0
Semiconductors
MSFT
Microsoft Corp
596
256.5
-73.00%
3.830
-4.07%
0.000
+38.00%
+20.34%
3,755,441.4
Software
NPWR.WS
NET Power Inc
125,000
146.3
0%
2.190
0%
-
-
-
0
Industrial Products
VB
Vanguard Small Cap ETF
0
0
Sold Out
0.000
-1.46%
0.000
+18.28%
+2.64%
61,525.5
 
VO
Vanguard Mid-Cap ETF
0
0
Sold Out
0.000
-1.32%
0.000
+16.39%
+9.15%
80,183.8
 
AAPL
Apple Inc
0
0
Sold Out
0.000
-3.80%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
ADBE
Adobe Inc
0
0
Sold Out
0.000
-1.93%
0.000
+6.56%
-16.15%
158,171.5
Software

Rosenbaum Jay D.'s Historical Top Holdings Breakdowns

Rosenbaum Jay D.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMZN
Amazon.com Inc
2024-09-30
Sold Out
Sold Out
-4.43%
●
161.02 ($182.46) 200
$227.47
24.67%
Sold Out
0
-4,052
MSFT
Microsoft Corp
2024-09-30
Reduce
Reduce
-4.07%
●
395.15 ($427.47) 467.56
$505.27
18.20%
Reduce -73%
596
-1,611
AAPL
Apple Inc
2024-09-30
Sold Out
Sold Out
-3.80%
●
207.23 ($223.32) 234.82
$214.40
-3.99%
Sold Out
0
-3,191
GOOGL
Alphabet Inc
2024-09-30
Sold Out
Sold Out
-3.47%
●
148.66 ($167.74) 191.18
$191.34
14.07%
Sold Out
0
-3,362
META
Meta Platforms Inc
2024-09-30
Sold Out
Sold Out
-3.08%
●
453.41 ($514.55) 572.44
$704.81
36.98%
Sold Out
0
-1,079
V
Visa Inc
2024-09-30
Sold Out
Sold Out
-2.89%
●
253.74 ($270.36) 291.56
$351.86
30.14%
Sold Out
0
-1,943
UNH
UnitedHealth Group Inc
2024-09-30
Sold Out
Sold Out
-2.12%
●
488.01 ($565.61) 604.18
$285.13
-49.59%
Sold Out
0
-736
ADBE
Adobe Inc
2024-09-30
Sold Out
Sold Out
-1.93%
●
508.13 ($548.46) 586.55
$372.87
-32.02%
Sold Out
0
-614
SCHW
Charles Schwab Corp
2024-09-30
Sold Out
Sold Out
-1.91%
●
61.74 ($65.69) 76.08
$95.39
45.21%
Sold Out
0
-4,567
BKNG
Booking Holdings Inc
2024-09-30
Sold Out
Sold Out
-1.84%
●
3305.62 ($3834.96) 4268.94
$5,775.53
50.60%
Sold Out
0
-82

Rosenbaum Jay D. Total Holding History ($B)

To

Rosenbaum Jay D.'s Asset Allocation

To

Rosenbaum Jay D. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Rosenbaum Jay D.'s Hypothetical Growth since 2024-09-30

Rosenbaum Jay D.'s Yearly Returns

Year Portfolio % % Excess Gain %

Rosenbaum Jay D.'s Holdings Heat Map

Size field:

Rosenbaum Jay D.'s Holdings Bubble Chart

Rosenbaum Jay D. News

  • 1

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