GREENBERG FINANCIAL GROUP
Top Portfolio Positions
77 positions ·
$142,453,730 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
53,028 | $36,160,853 | 25.38% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
35,344 | $21,712,172 | 15.24% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
21,732 | $10,443,747 | 7.33% | |
| AAPL |
Apple Inc.
Technology
|
38,135 | $10,367,381 | 7.28% | |
| MSFT |
Microsoft Corp
Technology
|
19,777 | $9,564,552 | 6.71% | |
| NVDA |
Nvidia Corp
Technology
|
33,562 | $6,259,313 | 4.39% | |
| ROP |
Roper Technologies Inc
Technology
|
13,411 | $5,969,638 | 4.19% | |
| RTX |
RTX Corp
Industrials
|
12,613 | $2,313,224 | 1.62% | |
| CHY |
Calamos Convertible & High Income Fund
Financial Services
|
201,222 | $2,275,820 | 1.60% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
26,690 | $2,247,564 | 1.58% |
Portfolio Trend
2 quarters · across all stocks
Holdings in EFT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $236,581 | 20,955 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $257,965 | 20,555 | Shares | Sole | 2026-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||