RJ
| |
Rosenbaum Jay D.13F | |
| Rosenbaum Jay D. | |
| Last update 2024-11-07 | 6 Stocks (0 new) |
| Value $7.00 Mil | Turnover 0 % |
Rosenbaum Jay D. Top Holdings of 2024-09-30
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| 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 | -8.82% | -76.58% | 192.8 | Industrial Products | |
CRK | Comstock Resources Inc | 200,000 | 2,226.0 | 0% | 33.270 | 0% | 0.070 | +45.03% | +57.85% | 8,424.3 | Oil & Gas | |
NVDA | NVIDIA Corp | 2,420 | 293.9 | -46.22% | 4.390 | -1.46% | 0.000 | +41.58% | +17.49% | 3,847,137.1 | Semiconductors | |
AVGO | Broadcom Inc | 1,530 | 263.9 | -52.48% | 3.940 | -1.54% | 0.000 | +56.98% | +16.81% | 1,266,879.9 | Semiconductors | |
MSFT | Microsoft Corp | 596 | 256.5 | -73.00% | 3.830 | -4.07% | 0.000 | +27.21% | +18.11% | 3,686,095.8 | Software | |
NPWR.WS | NET Power Inc | 125,000 | 146.3 | 0% | 2.190 | 0% | - | 0% | 0% | 0 | Industrial Products | |
VB | Vanguard Small Cap ETF | 0 | 0 | Sold Out | 0.000 | -1.46% | 0.000 | +5.03% | -0.81% | 58,825.7 | ||
VO | Vanguard Mid-Cap ETF | 0 | 0 | Sold Out | 0.000 | -1.32% | 0.000 | +6.95% | +6.12% | 76,675.2 | ||
AAPL | Apple Inc | 0 | 0 | Sold Out | 0.000 | -3.80% | 0.000 | -10.05% | -19.51% | 3,003,295.9 | Hardware | |
ADBE | Adobe Inc | 0 | 0 | Sold Out | 0.000 | -1.93% | 0.000 | -2.61% | -13.23% | 163,669.1 | Software |
Rosenbaum Jay D.'s Historical Top Holdings Breakdowns
Rosenbaum Jay D.'s Top Stock Picks
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| 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 | $223.30 | 22.38% | Sold Out | 0 | -4,052 | |
MSFT | Microsoft Corp | 2024-09-30 | Reduce Reduce | -4.07% | 395.15 ($427.47) 467.56 | $495.94 | 16.02% | Reduce -73% | 596 | -1,611 | |
AAPL | Apple Inc | 2024-09-30 | Sold Out Sold Out | -3.80% | 207.23 ($223.32) 234.82 | $201.08 | -9.96% | Sold Out | 0 | -3,191 | |
GOOGL | Alphabet Inc | 2024-09-30 | Sold Out Sold Out | -3.47% | 148.66 ($167.74) 191.18 | $178.53 | 6.43% | Sold Out | 0 | -3,362 | |
META | Meta Platforms Inc | 2024-09-30 | Sold Out Sold Out | -3.08% | 453.41 ($514.55) 572.44 | $733.63 | 42.58% | Sold Out | 0 | -1,079 | |
V | Visa Inc | 2024-09-30 | Sold Out Sold Out | -2.89% | 253.74 ($270.36) 291.56 | $348.61 | 28.94% | Sold Out | 0 | -1,943 | |
UNH | UnitedHealth Group Inc | 2024-09-30 | Sold Out Sold Out | -2.12% | 488.01 ($565.61) 604.18 | $309.11 | -45.35% | Sold Out | 0 | -736 | |
ADBE | Adobe Inc | 2024-09-30 | Sold Out Sold Out | -1.93% | 508.13 ($548.46) 586.55 | $385.83 | -29.65% | Sold Out | 0 | -614 | |
SCHW | Charles Schwab Corp | 2024-09-30 | Sold Out Sold Out | -1.91% | 61.74 ($65.69) 76.08 | $89.98 | 36.98% | Sold Out | 0 | -4,567 | |
BKNG | Booking Holdings Inc | 2024-09-30 | Sold Out Sold Out | -1.84% | 3305.62 ($3834.96) 4268.94 | $5,693.13 | 48.45% | Sold Out | 0 | -82 |
Rosenbaum Jay D. Total Holding History ($B)
Rosenbaum Jay D.'s Asset Allocation
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
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Rosenbaum Jay D.'s Holdings Bubble Chart
Rosenbaum Jay D. News
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