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 | 0% | -76.39% | 194.3 | Industrial Products | |
CRK | Comstock Resources Inc | 200,000 | 2,226.0 | 0% | 33.270 | 0% | 0.070 | +15.69% | +36.39% | 7,279.0 | Oil & Gas | |
NVDA | NVIDIA Corp | 2,420 | 293.9 | -46.22% | 4.390 | -1.46% | 0.000 | +42.43% | +17.12% | 3,835,187.2 | Semiconductors | |
AVGO | Broadcom Inc | 1,530 | 263.9 | -52.48% | 3.940 | -1.54% | 0.000 | +56.96% | +16.86% | 1,267,491.4 | Semiconductors | |
MSFT | Microsoft Corp | 596 | 256.5 | -73.00% | 3.830 | -4.07% | 0.000 | +28.77% | +16.98% | 3,650,642.6 | 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 | +7.09% | +1.14% | 58,294.1 | ||
VO | Vanguard Mid-Cap ETF | 0 | 0 | Sold Out | 0.000 | -1.32% | 0.000 | +8.06% | +7.63% | 75,711.1 | ||
AAPL | Apple Inc | 0 | 0 | Sold Out | 0.000 | -3.80% | 0.000 | -4.99% | -14.97% | 3,172,817.5 | Hardware | |
ADBE | Adobe Inc | 0 | 0 | Sold Out | 0.000 | -1.93% | 0.000 | -2.10% | -15.07% | 160,207.6 | 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 | $220.01 | 20.58% | Sold Out | 0 | -4,052 | |
MSFT | Microsoft Corp | 2024-09-30 | Reduce Reduce | -4.07% | 395.15 ($427.47) 467.56 | $491.17 | 14.90% | Reduce -73% | 596 | -1,611 | |
AAPL | Apple Inc | 2024-09-30 | Sold Out Sold Out | -3.80% | 207.23 ($223.32) 234.82 | $212.43 | -4.88% | Sold Out | 0 | -3,191 | |
GOOGL | Alphabet Inc | 2024-09-30 | Sold Out Sold Out | -3.47% | 148.66 ($167.74) 191.18 | $178.38 | 6.34% | Sold Out | 0 | -3,362 | |
META | Meta Platforms Inc | 2024-09-30 | Sold Out Sold Out | -3.08% | 453.41 ($514.55) 572.44 | $713.40 | 38.65% | Sold Out | 0 | -1,079 | |
V | Visa Inc | 2024-09-30 | Sold Out Sold Out | -2.89% | 253.74 ($270.36) 291.56 | $353.64 | 30.80% | Sold Out | 0 | -1,943 | |
UNH | UnitedHealth Group Inc | 2024-09-30 | Sold Out Sold Out | -2.12% | 488.01 ($565.61) 604.18 | $307.05 | -45.71% | Sold Out | 0 | -736 | |
ADBE | Adobe Inc | 2024-09-30 | Sold Out Sold Out | -1.93% | 508.13 ($548.46) 586.55 | $377.67 | -31.14% | Sold Out | 0 | -614 | |
SCHW | Charles Schwab Corp | 2024-09-30 | Sold Out Sold Out | -1.91% | 61.74 ($65.69) 76.08 | $91.19 | 38.82% | Sold Out | 0 | -4,567 | |
BKNG | Booking Holdings Inc | 2024-09-30 | Sold Out Sold Out | -1.84% | 3305.62 ($3834.96) 4268.94 | $5,689.32 | 48.35% | Sold Out | 0 | -82 |
Rosenbaum Jay D. Total Holding History ($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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