The Analysis of STEINBERGANNA WEALTH MANAGEMENT's Holdings
Currently, STEINBERGANNA WEALTH MANAGEMENT holds 133 types of securities in its portfolio with a total value $212.6M. In the most recent quarter, they have increased their positions in ITOT (+244.1K shares, valued at $35.6M), QQQ (+35.1K shares, valued at $21.1M), SPY (+29.4K shares, valued at $19.6M); initiated new positions in ITOT (+244.1K shares, valued at $35.6M), QQQ (+35.1K shares, valued at $21.1M), SPY (+29.4K shares, valued at $19.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR244.1K sharesnew addition2025-09-302025-10-23
QQQ INVESCO QQQ TR35.1K sharesnew addition2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR29.4K sharesnew addition2025-09-302025-10-23 AAPL APPLE INC49.4K sharesnew addition2025-09-302025-10-23 IYY ISHARES TR39.9K sharesnew addition2025-09-302025-10-23 RSP INVESCO EXCHANGE TRADED FD T26.9K sharesnew addition2025-09-302025-10-23 IMCG ISHARES TR58.0K sharesnew addition2025-09-302025-10-23 MSFT MICROSOFT CORP9.2K sharesnew addition2025-09-302025-10-23 NVDA NVIDIA CORPORATION23.6K sharesnew addition2025-09-302025-10-23 VIG VANGUARD SPECIALIZED FUNDS18.5K sharesnew addition2025-09-302025-10-23 CYBR CYBERARK SOFTWARE LTD7.6K sharesnew addition2025-09-302025-10-23 PODD INSULET CORP11.4K sharesnew addition2025-09-302025-10-23 PANW PALO ALTO NETWORKS INC17.1K sharesnew addition2025-09-302025-10-23 CRWD CROWDSTRIKE HLDGS INC7.0K sharesnew addition2025-09-302025-10-23 ILCG ISHARES TR32.2K sharesnew addition2025-09-302025-10-23 URI UNITED RENTALS INC3.3K sharesnew addition2025-09-302025-10-23 ISCG ISHARES TR50.7K sharesnew addition2025-09-302025-10-23 IGSB ISHARES TR48.2K sharesnew addition2025-09-302025-10-23 GOOG ALPHABET INC9.7K sharesnew addition2025-09-302025-10-23 GOOGL ALPHABET INC9.5K sharesnew addition2025-09-302025-10-23 SOFI SOFI TECHNOLOGIES INC83.0K sharesnew addition2025-09-302025-10-23 VCSH VANGUARD SCOTTSDALE FDS26.5K sharesnew addition2025-09-302025-10-23 FTNT FORTINET INC21.4K sharesnew addition2025-09-302025-10-23 AGG ISHARES TR17.8K sharesnew addition2025-09-302025-10-23 VCIT VANGUARD SCOTTSDALE FDS19.4K sharesnew addition2025-09-302025-10-23 AVGO BROADCOM INC4.7K sharesnew addition2025-09-302025-10-23 BTU PEABODY ENERGY CORP58.6K sharesnew addition2025-09-302025-10-23 AMZN AMAZON COM INC6.9K sharesnew addition2025-09-302025-10-23 MGNI MAGNITE INC69.0K sharesnew addition2025-09-302025-10-23 IGIB ISHARES TR27.0K sharesnew addition2025-09-302025-10-23 EQIX EQUINIX INC1.8K sharesnew addition2025-09-302025-10-23 META META PLATFORMS INC1.8K sharesnew addition2025-09-302025-10-23 FPE FIRST TR EXCH TRADED FD III70.1K sharesnew addition2025-09-302025-10-23 VEA VANGUARD TAX-MANAGED FDS20.6K sharesnew addition2025-09-302025-10-23 NOC NORTHROP GRUMMAN CORP2.0K sharesnew addition2025-09-302025-10-23 ZTS ZOETIS INC7.8K sharesnew addition2025-09-302025-10-23 BX BLACKSTONE INC6.6K sharesnew addition2025-09-302025-10-23 TSLA TESLA INC2.5K sharesnew addition2025-09-302025-10-23 IWM ISHARES TR4.6K sharesnew addition2025-09-302025-10-23 VWO VANGUARD INTL EQUITY INDEX F18.1K sharesnew addition2025-09-302025-10-23 JEPQ J P MORGAN EXCHANGE TRADED F16.0K sharesnew addition2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.2.9K sharesnew addition2025-09-302025-10-23 PWB INVESCO EXCHANGE TRADED FD T7.2K sharesnew addition2025-09-302025-10-23 MBB ISHARES TR8.5K sharesnew addition2025-09-302025-10-23 JOBY JOBY AVIATION INC49.0K sharesnew addition2025-09-302025-10-23 IEI ISHARES TR6.4K sharesnew addition2025-09-302025-10-23 RPG INVESCO EXCHANGE TRADED FD T15.5K sharesnew addition2025-09-302025-10-23 HD HOME DEPOT INC1.8K sharesnew addition2025-09-302025-10-23 UBER UBER TECHNOLOGIES INC7.3K sharesnew addition2025-09-302025-10-23 LLY ELI LILLY & CO925 sharesnew addition2025-09-302025-10-23 LMT LOCKHEED MARTIN CORP1.4K sharesnew addition2025-09-302025-10-23 JPIE J P MORGAN EXCHANGE TRADED F13.6K sharesnew addition2025-09-302025-10-23 UNFI UNITED NAT FOODS INC16.6K sharesnew addition2025-09-302025-10-23 MTBA SIMPLIFY EXCHANGE TRADED FUN12.4K sharesnew addition2025-09-302025-10-23 DVY ISHARES TR4.1K sharesnew addition2025-09-302025-10-23 SPLV INVESCO EXCH TRADED FD TR II7.8K sharesnew addition2025-09-302025-10-23 JEPI J P MORGAN EXCHANGE TRADED F10.1K sharesnew addition2025-09-302025-10-23 PIZ INVESCO EXCH TRADED FD TR II11.2K sharesnew addition2025-09-302025-10-23 JAAA JANUS DETROIT STR TR9.7K sharesnew addition2025-09-302025-10-23 IYW ISHARES TR2.5K sharesnew addition2025-09-302025-10-23 MS MORGAN STANLEY3.0K sharesnew addition2025-09-302025-10-23 LNG CHENIERE ENERGY INC2.0K sharesnew addition2025-09-302025-10-23 WFC WELLS FARGO CO NEW5.6K sharesnew addition2025-09-302025-10-23 HDV ISHARES TR3.8K sharesnew addition2025-09-302025-10-23 GLW CORNING INC5.7K sharesnew addition2025-09-302025-10-23 MRK MERCK & CO INC5.4K sharesnew addition2025-09-302025-10-23 IMCB ISHARES TR5.3K sharesnew addition2025-09-302025-10-23 LQD ISHARES TR4.0K sharesnew addition2025-09-302025-10-23 SHOP SHOPIFY INC2.9K sharesnew addition2025-09-302025-10-23 MU MICRON TECHNOLOGY INC2.5K sharesnew addition2025-09-302025-10-23 IVV ISHARES TR628 sharesnew addition2025-09-302025-10-23 MDY SPDR S&P MIDCAP 400 ETF TR684 sharesnew addition2025-09-302025-10-23 CSX CSX CORP10.9K sharesnew addition2025-09-302025-10-23 MSB MESABI TR13.0K sharesnew addition2025-09-302025-10-23 IWR ISHARES TR3.9K sharesnew addition2025-09-302025-10-23 AL AIR LEASE CORP5.9K sharesnew addition2025-09-302025-10-23 QCOM QUALCOMM INC2.2K sharesnew addition2025-09-302025-10-23 XLU SELECT SECTOR SPDR TR4.2K sharesnew addition2025-09-302025-10-23 MA MASTERCARD INCORPORATED628 sharesnew addition2025-09-302025-10-23 SPR SPIRIT AEROSYSTEMS HLDGS INC9.0K sharesnew addition2025-09-302025-10-23 VYM VANGUARD WHITEHALL FDS2.4K sharesnew addition2025-09-302025-10-23 XLF SELECT SECTOR SPDR TR6.2K sharesnew addition2025-09-302025-10-23 RIVN RIVIAN AUTOMOTIVE INC22.6K sharesnew addition2025-09-302025-10-23 SOUN SOUNDHOUND AI INC20.5K sharesnew addition2025-09-302025-10-23 IJH ISHARES TR4.8K sharesnew addition2025-09-302025-10-23 NFLX NETFLIX INC259 sharesnew addition2025-09-302025-10-23 FPEI FIRST TR EXCH TRADED FD III15.9K sharesnew addition2025-09-302025-10-23 MLP MAUI LD & PINEAPPLE INC16.3K sharesnew addition2025-09-302025-10-23 AMGN AMGEN INC1.0K sharesnew addition2025-09-302025-10-23 IJT ISHARES TR2.0K sharesnew addition2025-09-302025-10-23 HYG ISHARES TR3.5K sharesnew addition2025-09-302025-10-23 CHRD CHORD ENERGY CORPORATION2.9K sharesnew addition2025-09-302025-10-23 SHYG ISHARES TR6.6K sharesnew addition2025-09-302025-10-23 VGSH VANGUARD SCOTTSDALE FDS4.7K sharesnew addition2025-09-302025-10-23 APH AMPHENOL CORP NEW2.2K sharesnew addition2025-09-302025-10-23 TDW TIDEWATER INC NEW5.2K sharesnew addition2025-09-302025-10-23 TSM TAIWAN SEMICONDUCTOR MFG LTD958 sharesnew addition2025-09-302025-10-23 PFF ISHARES TR8.3K sharesnew addition2025-09-302025-10-23 APP APPLOVIN CORP364 sharesnew addition2025-09-302025-10-23 VAL VALARIS LTD5.3K sharesnew addition2025-09-302025-10-23 IYC ISHARES TR2.4K sharesnew addition2025-09-302025-10-23 AON AON PLC712 sharesnew addition2025-09-302025-10-23 VO VANGUARD INDEX FDS861 sharesnew addition2025-09-302025-10-23 VGK VANGUARD INTL EQUITY INDEX F3.1K sharesnew addition2025-09-302025-10-23 MUSA MURPHY USA INC613 sharesnew addition2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL473 sharesnew addition2025-09-302025-10-23 KLAC KLA CORP219 sharesnew addition2025-09-302025-10-23 VB VANGUARD INDEX FDS914 sharesnew addition2025-09-302025-10-23 BKLN INVESCO EXCH TRADED FD TR II11.0K sharesnew addition2025-09-302025-10-23 NYT NEW YORK TIMES CO4.0K sharesnew addition2025-09-302025-10-23 ARW ARROW ELECTRS INC1.9K sharesnew addition2025-09-302025-10-23 HYS PIMCO ETF TR2.4K sharesnew addition2025-09-302025-10-23 GNW GENWORTH FINL INC25.1K sharesnew addition2025-09-302025-10-23 EMR EMERSON ELEC CO1.7K sharesnew addition2025-09-302025-10-23 SO SOUTHERN CO2.3K sharesnew addition2025-09-302025-10-23 IJR ISHARES TR1.8K sharesnew addition2025-09-302025-10-23 EMLP FIRST TR EXCHANGE-TRADED FD5.6K sharesnew addition2025-09-302025-10-23 CSCO CISCO SYS INC3.1K sharesnew addition2025-09-302025-10-23 SNA SNAP ON INC619 sharesnew addition2025-09-302025-10-23 CDLR CADELER A S10.4K sharesnew addition2025-09-302025-10-23 IXN ISHARES TR2.0K sharesnew addition2025-09-302025-10-23 BR BROADRIDGE FINL SOLUTIONS IN880 sharesnew addition2025-09-302025-10-23 BAC BANK AMERICA CORP4.0K sharesnew addition2025-09-302025-10-23 AMLP ALPS ETF TR4.3K sharesnew addition2025-09-302025-10-23 IVZ INVESCO LTD8.8K sharesnew addition2025-09-302025-10-23 CL COLGATE PALMOLIVE CO2.5K sharesnew addition2025-09-302025-10-23 ORCL ORACLE CORP714 sharesnew addition2025-09-302025-10-23 MBI MBIA INC16.8K sharesnew addition2025-09-302025-10-23 GDRX GOODRX HLDGS INC25.5K sharesnew addition2025-09-302025-10-23 PHK PIMCO HIGH INCOME FD18.9K sharesnew addition2025-09-302025-10-23 HIX WESTERN ASSET HIGH INCOM FD20.0K sharesnew addition2025-09-302025-10-23 TUSK MAMMOTH ENERGY SVCS INC24.3K sharesnew addition2025-09-302025-10-23 SMRT SMARTRENT INC17.4K sharesnew addition2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available