Steinberganna Wealth Management Purchases in Q3 2025

Steinberganna Wealth Management

  • $213 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
1.38K
New
$410.74 - $499.21 $566K - $687K
1.38K $688M
JPIE
J P Morgan Exchange Traded Fd
13.6K
New
$46.01 - $46.55 $624K - $631K
13.6K $629M
UNFI
United Natural Foods Inc

Consumer Defensive
16.7K
New
$22.62 - $37.62 $377K - $626K
16.7K $626M
Simplify Exchange Traded Fun
12.4K
New
N/A
12.4K $623M
DVY
Ishares Tr

ETFs
4.12K
New
$133.88 - $142.57 $552K - $588K
4.12K $586M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7.83K
New
$72.01 - $74.44 $564K - $583K
7.83K $576M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.1K
New
$55.61 - $57.37 $560K - $578K
10.1K $575M
PIZ
Invesco Exchange Traded Fd Tr
11.2K
New
N/A
11.2K $535M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.68K
New
$50.53 - $50.82 $489K - $492K
9.68K $491M
IYW
Ishares Dj Us Tech ETF

ETFs
2.47K
New
$171.38 - $197.01 $423K - $487K
2.47K $484M
LNG
Cheniere Energy, Inc.

Energy
2K
New
$222.68 - $244.28 $446K - $489K
2K $470M
WFC
Wells Fargo & Company

Financial Services
5.57K
New
$77.05 - $85.16 $429K - $474K
5.57K $467M
HDV
Ishares Core High Dividend ETF

ETFs
3.8K
New
$118.16 - $123.66 $449K - $470K
3.8K $466M
GLW
Corning Inc

Technology
5.67K
New
$51.6 - $82.03 $293K - $465K
5.67K $465M
MRK
Merck & Co., Inc.

Healthcare
5.41K
New
$77.6 - $87.37 $420K - $472K
5.41K $454M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
5.33K
New
$79.58 - $83.45 $424K - $445K
5.33K $443M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.97K
New
$107.66 - $112.36 $427K - $446K
3.97K $442M
SHOP
Shopify Inc.

Technology
2.86K
New
$112.11 - $157.12 $320K - $449K
2.86K $425M
MU
Micron Technology Inc

Technology
2.54K
New
$104.88 - $168.89 $266K - $428K
2.54K $424M
IVV
Ishares Core S&P 500 ETF

ETFs
628
New
$620.67 - $670.08 $390K - $421K
628 $421M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
684
New
$567.09 - $607.37 $388K - $415K
684 $408M
CSX
Csx Corp

Industrials
10.9K
New
$32.05 - $36.52 $351K - $400K
10.9K $389M
MSB
Mesabi Trust

Basic Materials
13K
New
$23.53 - $32.39 $305K - $420K
13K $375M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.88K
New
$92.26 - $97.51 $358K - $378K
3.88K $374M
AL
Air Lease Corp

Industrials
5.86K
New
$54.35 - $64.28 $319K - $377K
5.86K $373M
QCOM
Qualcomm Inc

Technology
2.23K
New
$145.84 - $173.55 $325K - $386K
2.23K $371M
XLU
Utilities Sector Spdr

ETFs
4.19K
New
$81.14 - $87.32 $340K - $366K
4.19K $366M
MA
Mastercard Inc

Financial Services
628
New
$550.18 - $598.96 $346K - $376K
628 $357M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
8.97K
New
$38.16 - $41.91 $342K - $376K
8.97K $346M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.39K
New
$132.9 - $142.03 $318K - $339K
2.39K $337M
XLF
Financial Sector Spdr

ETFs
6.18K
New
$51.37 - $54.25 $317K - $335K
6.18K $333M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
22.6K
New
$11.64 - $15.79 $263K - $357K
22.6K $332M
SOUN
Soundhound Ai, Inc.

Technology
20.5K
New
$10.11 - $18.05 $207K - $370K
20.5K $329M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.77K
New
$62.09 - $66.51 $296K - $317K
4.77K $311M
NFLX
Netflix Inc

Communication Services
259
New
$1147.87 - $1297.18 $297K - $336K
259 $311M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
15.9K
New
$18.93 - $19.47 $302K - $310K
15.9K $308M
Maui Ld & Pineapple Inc
16.3K
New
N/A
16.3K $304M
AMGN
Amgen Inc

Healthcare
1.04K
New
$271.18 - $309.22 $281K - $320K
1.04K $292M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.05K
New
$131.47 - $143.64 $269K - $294K
2.05K $290M
HYG
Ishares Tr

ETFs
3.55K
New
$79.85 - $81.32 $283K - $288K
3.55K $288M
CHRD
Oasis Petroleum Inc.

Energy
2.89K
New
$99.37 - $114.13 $287K - $330K
2.89K $287M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.58K
New
$42.75 - $43.37 $281K - $285K
6.58K $285M
VGSH
Vanguard

ETFs
4.7K
New
$58.43 - $58.88 $274K - $277K
4.7K $276M
APH
Amphenol Corp

Technology
2.23K
New
$97.39 - $125.4 $217K - $280K
2.23K $276M
TDW
Tidewater Inc

Energy
5.17K
New
$46.32 - $63.19 $239K - $326K
5.17K $275M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
958
New
$224.68 - $282.71 $215K - $271K
958 $268M
PFF
Ishares Trust Ishares Pfd And

ETFs
8.29K
New
$30.67 - $32.13 $254K - $266K
8.29K $262M
APP
App Lovin Corp

Technology
364
New
$335.1 - $718.54 $122K - $262K
364 $262M
VAL
Valaris LTD

Energy
5.28K
New
$43.9 - $52.99 $232K - $280K
5.28K $257M
Activity Summary
Buys All Purchases 133 New Holdings 133 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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