STEINBERGANNA WEALTH MANAGEMENT
Top Portfolio Positions
78 positions ·
$109,977,203 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
38,285 | $22,097,336 | 20.09% | |
| SPY |
Spdr S&P 500 ETF Trust
|
33,316 | $21,666,727 | 19.70% | |
| AAPL |
Apple Inc.
Technology
|
48,380 | $12,278,360 | 11.16% | |
| NVDA |
Nvidia Corp
Technology
|
21,051 | $3,671,294 | 3.34% | |
| MSFT |
Microsoft Corp
Technology
|
9,105 | $3,370,397 | 3.06% | |
| PANW |
Palo Alto Networks Inc
Technology
|
17,738 | $2,843,756 | 2.59% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
7,067 | $2,759,027 | 2.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,714 | $2,505,797 | 2.28% | |
| URI |
United Rentals, Inc.
Industrials
|
3,402 | $2,478,561 | 2.25% | |
| BTU |
Peabody Energy Corp
Energy
|
61,744 | $2,034,464 | 1.85% |
Portfolio Trend
Holdings in CDLR
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,854 | 12,701 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $212,502 | 11,431 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $214,429 | 10,384 | Shares | Sole | 2025-10-23 | |
| No 13F history on record for this holder in this stock. | ||||||