Steinberganna Wealth Management New Holdings in Q3 2025

Steinberganna Wealth Management

  • $213 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
244K
New
$135.0 - $146.02 $33M - $35.6M
244K $35.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
35.1K
New
$546.99 - $602.2 $19.2M - $21.1M
35.1K $21.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
29.4K
New
$617.65 - $666.84 $18.2M - $19.6M
29.4K $19.6B
AAPL
Apple Inc.

Technology
49.4K
New
$202.38 - $256.87 $10M - $12.7M
49.4K $12.6B
IYY
Ishares Tr

ETFs
39.9K
New
$150.75 - $162.82 $6.01M - $6.5M
39.9K $6.48B
RSP
Invesco S&P 500 Equal Weight E

ETFs
26.9K
New
$181.56 - $190.33 $4.88M - $5.12M
26.9K $5.1B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
58K
New
$79.89 - $83.25 $4.63M - $4.83M
58K $4.8B
MSFT
Microsoft Corp

Technology
9.22K
New
$491.09 - $535.64 $4.53M - $4.94M
9.22K $4.78B
NVDA
Nvidia Corp

Technology
23.6K
New
$153.3 - $186.58 $3.62M - $4.4M
23.6K $4.4B
VIG
Vanguard Dividend Appreciation

ETFs
18.5K
New
N/A
18.5K $3.98B
PODD
Insulet Corp

Healthcare
11.4K
New
$277.3 - $352.82 $3.16M - $4.02M
11.4K $3.52B
PANW
Palo Alto Networks Inc

Technology
17.1K
New
$167.06 - $208.19 $2.86M - $3.56M
17.1K $3.49B
CRWD
Crowd Strike Holdings, Inc.

Technology
7K
New
$412.46 - $514.1 $2.89M - $3.6M
7K $3.43B
ILCG
Ishares Morningstar Growth ETF
32.2K
New
N/A
32.2K $3.36B
URI
United Rentals, Inc.

Industrials
3.34K
New
$774.14 - $975.23 $2.59M - $3.26M
3.34K $3.19B
ISCG
Ishares Morningstar Small Cap

ETFs
50.7K
New
$49.84 - $55.14 $2.53M - $2.8M
50.7K $2.76B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
48.2K
New
$52.39 - $53.11 $2.53M - $2.56M
48.2K $2.56B
GOOG
Alphabet Inc.

Communication Services
9.72K
New
$175.16 - $255.24 $1.7M - $2.48M
9.72K $2.37B
GOOGL
Alphabet Inc.

Communication Services
9.52K
New
$174.36 - $254.72 $1.66M - $2.42M
9.52K $2.31B
SOFI
So Fi Technologies, Inc.

Financial Services
83K
New
$17.64 - $29.81 $1.46M - $2.47M
83K $2.19B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
26.5K
New
$78.96 - $80.04 $2.1M - $2.12M
26.5K $2.12B
FTNT
Fortinet, Inc.

Technology
21.4K
New
$74.39 - $107.65 $1.59M - $2.3M
21.4K $1.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.8K
New
$97.75 - $100.75 $1.74M - $1.79M
17.8K $1.78B
VCIT
Vanguard Intermediate Term Cor

ETFs
19.4K
New
$81.75 - $84.54 $1.59M - $1.64M
19.4K $1.63B
AVGO
Broadcom Inc.

Technology
4.73K
New
$264.74 - $369.57 $1.25M - $1.75M
4.73K $1.56B
BTU
Peabody Energy Corp

Energy
58.6K
New
$13.18 - $26.81 $773K - $1.57M
58.6K $1.56B
AMZN
Amazon Com Inc

Consumer Cyclical
6.89K
New
$211.65 - $238.24 $1.46M - $1.64M
6.89K $1.51B
MGNI
Magnite, Inc.

Communication Services
69K
New
$21.75 - $26.52 $1.5M - $1.83M
69K $1.5B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
27K
New
$52.55 - $54.37 $1.42M - $1.47M
27K $1.46B
EQIX
Equinix Inc

Real Estate
1.85K
New
$756.7 - $811.13 $1.4M - $1.5M
1.85K $1.45B
META
Meta Platforms, Inc.

Communication Services
1.8K
New
$695.21 - $791.73 $1.25M - $1.43M
1.8K $1.32B
FPE
First Tr Pfd Secs & Income ETF

ETFs
70.1K
New
$17.81 - $18.39 $1.25M - $1.29M
70.1K $1.28B
VEA
Vanguard Ftse Developed Market

ETFs
20.6K
New
$56.02 - $60.3 $1.16M - $1.24M
20.6K $1.24B
NOC
Northrop Grumman Corp

Industrials
2K
New
$498.9 - $609.32 $999K - $1.22M
2K $1.22B
ZTS
Zoetis Inc.

Healthcare
7.85K
New
$141.13 - $159.19 $1.11M - $1.25M
7.85K $1.15B
BX
Blackstone Inc.

Financial Services
6.58K
New
$152.77 - $188.68 $1.01M - $1.24M
6.58K $1.12B
TSLA
Tesla, Inc.

Consumer Cyclical
2.52K
New
$293.94 - $444.72 $740K - $1.12M
2.52K $1.12B
IWM
Ishares Russell 2000 ETF

ETFs
4.57K
New
$214.92 - $244.84 $981K - $1.12M
4.57K $1.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18.1K
New
$49.43 - $54.52 $893K - $985K
18.1K $979M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
16K
New
$53.81 - $57.52 $862K - $921K
16K $921M
JPM
Jpmorgan Chase & CO

Financial Services
2.86K
New
$282.78 - $316.06 $809K - $904K
2.86K $903M
PWB
Invesco Exchange Traded Fd Tr

ETFs
7.17K
New
$115.87 - $125.42 $831K - $900K
7.17K $900M
MBB
Ishares Tr

ETFs
8.51K
New
$92.46 - $95.73 $787K - $815K
8.51K $810M
JOBY
Joby Aviation, Inc.

Industrials
49K
New
$9.81 - $20.39 $480K - $999K
49K $790M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.37K
New
$117.65 - $120.08 $749K - $765K
6.37K $761M
RPG
Invesco Exchange Traded Fd Tr

ETFs
15.5K
New
$45.41 - $48.26 $705K - $749K
15.5K $741M
HD
Home Depot, Inc.

Consumer Cyclical
1.78K
New
$357.4 - $423.42 $636K - $753K
1.78K $721M
UBER
Uber Technologies, Inc

Technology
7.26K
New
$86.91 - $99.57 $631K - $723K
7.26K $711M
LLY
Eli Lilly & CO

Healthcare
925
New
$625.65 - $812.69 $579K - $752K
925 $706M
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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