Rosenbaum Jay D. Top Holdings and 13F Report (2024) About Rosenbaum Jay D.Investment ActivityRosenbaum Jay D. has $6.69 million in total holdings as of September 30, 2024.Rosenbaum Jay D. owns shares of 6 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 3.11% of the portfolio was purchased this quarter.About 138.59% of the portfolio was sold this quarter.This quarter, Rosenbaum Jay D. has purchased 30 new stocks and bought additional shares in 1 stock.Rosenbaum Jay D. sold shares of 2 stocks and completely divested from 24 stocks this quarter.Largest Holdings NET Power $3,505,000Comstock Resources $2,226,000NVIDIA $293,885Broadcom $263,925Microsoft $256,459 Largest Purchases this Quarter Broadcom 1,208 shares (about $208.38K) Largest Sales this Quarter Microsoft 1,611 shares (about $693.21K)NVIDIA 2,080 shares (about $252.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRosenbaum Jay D. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNPWRNET Power$3,505,0000.0%500,00052.4%Oils/EnergyCRKComstock Resources$2,226,0000.0%200,00033.3%Oils/EnergyNVDANVIDIA$293,885$252,595 ▼-46.2%2,4204.4%Computer and TechnologyAVGOBroadcom$263,925$208,380 ▲375.2%1,5303.9%Computer and TechnologyMSFTMicrosoft$256,459$693,214 ▼-73.0%5963.8%Computer and TechnologyNet Power Inc Warrant$146,2500.0%125,0002.2%ComAMZNAmazon.com$0$783,049 ▼-100.0%00.0%Retail/WholesaleAAPLApple$0$672,088 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$612,388 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$544,053 ▼-100.0%00.0%Computer and TechnologyVVisa$0$509,979 ▼-100.0%00.0%Business ServicesUNHUnitedHealth Group$0$374,815 ▼-100.0%00.0%MedicalADBEAdobe$0$341,102 ▼-100.0%00.0%Computer and TechnologySCHWCharles Schwab$0$336,542 ▼-100.0%00.0%FinanceBKNGBooking$0$324,843 ▼-100.0%00.0%Retail/WholesaleTMOThermo Fisher Scientific$0$319,634 ▼-100.0%00.0%MedicalCRMSalesforce$0$302,864 ▼-100.0%00.0%Computer and TechnologySPGIS&P Global$0$291,238 ▼-100.0%00.0%Business ServicesNEENextEra Energy$0$288,480 ▼-100.0%00.0%UtilitiesHQYHealthEquity$0$287,563 ▼-100.0%00.0%MedicalBXBlackstone$0$277,064 ▼-100.0%00.0%FinanceVBVanguard Small-Cap ETF$0$257,069 ▼-100.0%00.0%ETFWABWestinghouse Air Brake Technologies$0$248,139 ▼-100.0%00.0%TransportationAXPAmerican Express$0$246,138 ▼-100.0%00.0%FinanceVOVanguard Mid-Cap ETF$0$232,416 ▼-100.0%00.0%ETFWCNWaste Connections$0$231,124 ▼-100.0%00.0%Business ServicesCHTRCharter Communications$0$224,220 ▼-100.0%00.0%Consumer DiscretionaryFTVFortive$0$208,814 ▼-100.0%00.0%Computer and TechnologyBAHBooz Allen Hamilton$0$208,381 ▼-100.0%00.0%Business ServicesAMTAmerican Tower$0$206,043 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
