GREENBERG FINANCIAL GROUP Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$243K

Holdings

111

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (111 positions)

StockValue
RSPINVESCO EXCHANGE TRADED FD T
$13.7M
DONSPDR DOW JONES INDL AVERAGE
$10.4M
AAPLAPPLE INC
$10.4M
IWMISHARES TR
$9.9M
IJHISHARES TR
$9.7M
MSFTMICROSOFT CORP
$9.6M
AQLTISHARES TR
$9.0M
VYMVANGUARD WHITEHALL FDS
$7.9M
PFFISHARES TR
$7.4M
TLTISHARES TR
$6.6M
NVDANVIDIA CORPORATION
$6.3M
ROPROPER TECHNOLOGIES INC
$6.0M
VTVVANGUARD INDEX FDS
$5.9M
SDYSPDR SERIES TRUST
$3.1M
SPYDSPDR SERIES TRUST
$2.6M
VTIVANGUARD INDEX FDS
$2.4M
RTXRTX CORPORATION
$2.3M
XCHYXCALAMOS CONV & HIGH INCOME F
$2.3M
VCSHVANGUARD SCOTTSDALE FDS
$2.3M
SPSBSPDR SERIES TRUST
$2.3M
SBUXSTARBUCKS CORP
$2.2M
ISTBISHARES TR
$2.2M
AMZNAMAZON COM INC
$2.1M
GOOGALPHABET INC
$1.7M
CVXCHEVRON CORP NEW
$1.7M
SPHDINVESCO EXCH TRADED FD TR II
$1.7M
JPSTJ P MORGAN EXCHANGE TRADED F
$1.5M
XOMEXXON MOBIL CORP
$1.4M
EDVVANGUARD WORLD FD
$1.3M
QDPLPACER FDS TR
$1.3M
GOOGLALPHABET INC
$1.2M
NLRVANECK ETF TRUST
$1.2M
ORCLORACLE CORP
$1.0M
SVOLSIMPLIFY EXCHANGE TRADED FUN
$984K
JPMJPMORGAN CHASE & CO.
$980K
JNJJOHNSON & JOHNSON
$954K
VRTVERTIV HOLDINGS CO
$893K
SOXXISHARES TR
$842K
RACEFERRARI N V
$786K
PYPLPAYPAL HLDGS INC
$759K
DISDISNEY WALT CO
$744K
PGHYINVESCO EXCH TRADED FD TR II
$718K
LVLNSPDR SERIES TRUST
$674K
BABOEING CO
$668K
AVGOBROADCOM INC
$635K
FBTCFIDELITY WISE ORIGIN BITCOIN
$622K
AVKADVENT CONV & INCOME FD
$595K
WMTWALMART INC
$593K
BACVERIZON COMMUNICATIONS INC
$590K
DECKDECKERS OUTDOOR CORP
$582K
QCOMQUALCOMM INC
$573K
IBMINTERNATIONAL BUSINESS MACHS
$559K
KOCOCA COLA CO
$506K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$504K
CPRYCALAMOS ETF TR
$494K
PGPROCTER AND GAMBLE CO
$489K
CHICALAMOS CONV OPPORTUNITIES &
$478K
AMDADVANCED MICRO DEVICES INC
$439K
FSLRFIRST SOLAR INC
$390K
INTCINTEL CORP
$378K
AMATAPPLIED MATLS INC
$370K
QLDPROSHARES TR
$366K
SSOPROSHARES TR
$364K
NFLXNETFLIX INC
$360K
CBTJCALAMOS ETF TR
$358K
AMEAMETEK INC
$348K
CPSFCALAMOS ETF TR
$336K
HDHOME DEPOT INC
$335K
CSCOCISCO SYS INC
$326K
PLTRPALANTIR TECHNOLOGIES INC
$325K
SLVISHARES SILVER TR
$325K
PEPPEPSICO INC
$323K
MCDMCDONALDS CORP
$322K
GOFGUGGENHEIM STRATEGIC OPPORTU
$319K
TSLATESLA INC
$316K
MPMP MATERIALS CORP
$290K
DOCUDOCUSIGN INC
$281K
WFCWELLS FARGO CO NEW
$279K
MRKMERCK & CO INC
$264K
TRVTRAVELERS COMPANIES INC
$261K
HONHONEYWELL INTL INC
$260K
QYLDGLOBAL X FDS
$257K
CRMSALESFORCE INC
$248K
CMCANADIAN IMPERIAL BANK OF CO
$246K
EFTEATON VANCE FLTING RATE INC
$236K
EMREMERSON ELEC CO
$230K
TAT&T INC
$228K
PFEPFIZER INC
$217K
GQ9SPDR GOLD TR
$214K
ADBEADOBE INC
$203K
TDVIFIRST TR EXCHANGE-TRADED FD
$201K
CPNSCALAMOS ETF TR
$200K
NBNIOCORP DEVS LTD
$186K
OPENOPENDOOR TECHNOLOGIES INC
$174K
KOPNKOPIN CORP
$142K
CLSKCLEANSPARK INC
$124K
SZ7AMERICAS GOLD AND SILVER COR
$102K
FVIFORTUNA MNG CORP
$98K
EDRENDEAVOUR SILVER CORP
$94K
SPYSPDR S&P 500 ETF TR
$36K
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