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  Name: Rosenberg Matthew Hamilton
  City: GRAND JUNCTION
  State: CO
  Zip: 81501
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $346,074,000
  Total Value Change : $20,977,000
  Securities Held Change : -75
   
All Securities Held : 849
  New Positions : 18
  Closed Positions : 92
  Increased Positions : 113
  Unchanged Positions : 465
  Decreased Positions : 253

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Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FBTC)1 Year Chart         FBTC Fidelity Wise Origin Bitcoi... 257 New $0.00 $135,000 2,219 0.04% 135,000 2,219 0.025    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 473 New $50.26 $35,000 694 0.01% 35,000 694 0    N/A
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 516 New $82.40 $25,000 299 0.01% 25,000 299 0    N/A
   (FELC)1 Year Chart         FELC Fidelity Enhanced Large Cap... 535 New $0.00 $21,000 709 0.01% 21,000 709 0.001    N/A
   (ROP)1 Year Chart         ROP Roper Industries Inc 582 New $521.05 $13,000 24 0% 13,000 24 0    Diversified Machinery
   (PHIN)1 Year Chart         PHIN Phinia Inc. 579 New $42.69 $13,000 322 0% 13,000 322 0.001    N/A
   (LAC)1 Year Chart         LAC Lithium Americas Corp 645 New $4.32 $7,000 1,000 0% 7,000 1,000 0    N/A
   (CABO)1 Year Chart         CABO Cable One, Inc. 707 New $395.42 $5,000 12 0% 5,000 12 0    N/A
   (PPA)1 Year Chart         PPA Invesco Aerospace & Defense... 688 New $104.31 $5,000 49 0% 5,000 49 0    Closed - End Fund - Debt
   (NXT)1 Year Chart         NXT Nextracker Inc. 720 New $43.73 $3,000 45 0% 3,000 45 0.004    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 742 New $81.56 $2,000 26 0% 2,000 26 0    Closed - End Fund - E...
   (ALTM)1 Year Chart         ALTM Arcadium Lithium Plc 741 New $4.57 $2,000 553 0% 2,000 553 0.001    N/A
   (CCL)1 Year Chart         CCL Carnival Corp 756 New $14.30 $2,000 100 0% 2,000 100 0    Sporting and Park Ent...
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 782 New $155.37 $1,000 9 0% 1,000 9 0    Closed - End Fund - E...
   (NATL)1 Year Chart         NATL Ncr Atleos, Llc 812 New $22.73 $0 12 0% 0 12 0    N/A
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 908 New $3.08 $0 100 0% 0 100 0    Broadcasting - Radio
   (BEPC)1 Year Chart         BEPC Brookfield Renewable Corp 840 New $29.99 $0 10 0% 0 10 0    N/A
   (NLOP)1 Year Chart         NLOP Net Lease Office Properties 811 New $24.22 $0 8 0% 0 8 0    N/A
      18 Records Found
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Page 1 of 1
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