Steinberganna Wealth Management New Holdings in Q3 2025

Steinberganna Wealth Management

  • $213 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IYC
Ishares U.S. Consumer Discreti

ETFs
2.44K
New
$98.12 - $105.85 $240K - $259K
2.44K $256M
AON
Aon PLC

Financial Services
712
New
$350.91 - $375.27 $250K - $267K
712 $254M
VO
Vanguard Mid Cap ETF

ETFs
861
New
$279.83 - $293.74 $241K - $253K
861 $253M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.11K
New
$75.26 - $80.19 $234K - $250K
3.11K $248M
MUSA
Murphy Usa Inc.

Consumer Cyclical
613
New
$361.83 - $435.43 $222K - $267K
613 $238M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
473
New
$459.11 - $506.91 $217K - $240K
473 $238M
KLAC
Kla Corp

Technology
219
New
$843.9 - $1078.6 $185K - $236K
219 $237M
VB
Vanguard Small Cap ETF

ETFs
914
New
$237.58 - $259.17 $217K - $237K
914 $232M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11K
New
$20.84 - $21.03 $229K - $231K
11K $230M
NYT
New York Times CO

Communication Services
3.98K
New
$51.43 - $61.95 $205K - $247K
3.98K $229M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.36K
New
$94.11 - $95.78 $222K - $226K
2.36K $225M
GNW
Genworth Financial Inc

Financial Services
25.1K
New
$7.26 - $9.11 $182K - $228K
25.1K $223M
EMR
Emerson Electric CO

Industrials
1.67K
New
$128.6 - $149.63 $215K - $250K
1.67K $219M
SO
Southern CO

Utilities
2.31K
New
$90.83 - $96.0 $210K - $222K
2.31K $219M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.83K
New
$108.46 - $120.63 $199K - $221K
1.83K $218M
EMLP
First Tr Exchange Traded Iv

ETFs
5.62K
New
$36.99 - $38.38 $208K - $216K
5.62K $215M
CSCO
Cisco Systems, Inc.

Technology
3.14K
New
$66.2 - $71.79 $208K - $225K
3.14K $215M
SNA
Snap On Inc

Industrials
619
New
$313.01 - $346.53 $194K - $215K
619 $215M
Cadeler A S
10.4K
New
N/A
10.4K $214M
IXN
Ishares Global Information Tec

ETFs
2.05K
New
$91.28 - $103.32 $187K - $212K
2.05K $211M
BR
Broadridge Financial Solutions, Inc.

Technology
880
New
$233.75 - $266.89 $206K - $235K
880 $210M
BAC
Bank Of America Corp

Financial Services
4.04K
New
$44.92 - $52.42 $181K - $212K
4.04K $208M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.3K
New
$46.51 - $50.07 $200K - $215K
4.3K $202M
IVZ
Invesco Ltd.

Financial Services
8.78K
New
$16.17 - $23.0 $142K - $202K
8.78K $201M
CL
Colgate Palmolive CO

Consumer Defensive
2.51K
New
$79.36 - $93.33 $199K - $235K
2.51K $201M
ORCL
Oracle Corp

Technology
714
New
$218.96 - $328.33 $156K - $234K
714 $201M
MBI
Mbia Inc

Financial Services
16.8K
New
$4.3 - $8.13 $72.2K - $137K
16.8K $125M
GDRX
Good Rx Holdings, Inc.

Healthcare
25.5K
New
$3.47 - $5.12 $88.5K - $131K
25.5K $108M
PHK
Pimco High Income Fund

Financial Services
18.9K
New
$4.78 - $5.02 $90.3K - $94.9K
18.9K $94.3M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
20K
New
$4.23 - $4.4 $84.6K - $88K
20K $87.1M
TUSK
Mammoth Energy Services, Inc.

Industrials
24.3K
New
$2.2 - $2.84 $53.4K - $68.9K
24.3K $55.6M
SMRT
Smart Rent, Inc.

Technology
17.4K
New
$0.94 - $1.64 $16.4K - $28.5K
17.4K $24.5M
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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