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
-78.35%
-82.44%
144.4
Industrial Products
CRK 		Comstock Resources Inc
200,000
2,226.0
0%
33.270
0%
0.070
+9.21%
+11.25%
5,937.4
Oil & Gas
NVDA 		NVIDIA Corp
2,420
293.9
-46.22%
4.390
-1.46%
0.000
-4.63%
-14.73%
2,793,800.0
Semiconductors
AVGO 		Broadcom Inc
1,530
263.9
-52.48%
3.940
-1.54%
0.000
-7.69%
-11.90%
957,504.8
Semiconductors
MSFT 		Microsoft Corp
596
256.5
-73.00%
3.830
-4.07%
0.000
+5.08%
+3.48%
3,235,237.7
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
-10.77%
-7.29%
65,368.4
 
VO 		Vanguard Mid-Cap ETF
0
0
Sold Out
0.000
-1.32%
0.000
-4.97%
-0.84%
77,559.1
 
AAPL 		Apple Inc
0
0
Sold Out
0.000
-3.80%
0.000
-12.89%
-17.91%
3,067,071.9
Hardware
ADBE 		Adobe Inc
0
0
Sold Out
0.000
-1.93%
0.000
-12.93%
-14.35%
162,326.8
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 Inc2024-09-30Sold Out
-4.43%
●
161.02 ($182.46) 200
$189.98
4.12%
Sold Out
0
-4,052
MSFT 		Microsoft Corp2024-09-30Reduce
-4.07%
●
395.15 ($427.47) 467.56
$435.28
1.83%
Reduce -73%
596
-1,611
AAPL 		Apple Inc2024-09-30Sold Out
-3.80%
●
207.23 ($223.32) 234.82
$205.35
-8.05%
Sold Out
0
-3,191
GOOGL 		Alphabet Inc2024-09-30Sold Out
-3.47%
●
148.66 ($167.74) 191.18
$164.03
-2.21%
Sold Out
0
-3,362
META 		Meta Platforms Inc2024-09-30Sold Out
-3.08%
●
453.41 ($514.55) 572.44
$597.02
16.03%
Sold Out
0
-1,079
V 		Visa Inc2024-09-30Sold Out
-2.89%
●
253.74 ($270.36) 291.56
$347.60
28.57%
Sold Out
0
-1,943
UNH 		UnitedHealth Group Inc2024-09-30Sold Out
-2.12%
●
488.01 ($565.61) 604.18
$399.92
-29.29%
Sold Out
0
-736
ADBE 		Adobe Inc2024-09-30Sold Out
-1.93%
●
508.13 ($548.46) 586.55
$380.87
-30.56%
Sold Out
0
-614
SCHW 		Charles Schwab Corp2024-09-30Sold Out
-1.91%
●
61.74 ($65.69) 76.08
$83.11
26.52%
Sold Out
0
-4,567
BKNG 		Booking Holdings Inc2024-09-30Sold Out
-1.84%
●
3305.62 ($3834.96) 4268.94
$5,202.80
35.67%
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

  • 1

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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