Steinberganna Wealth Management Incresed Positions in Q4 2025

Steinberganna Wealth Management

  • $213 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.6K
+ 4.34%
$142.79 - $150.05 $1.51M - $1.59M
255K $37.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.84K
+ 6.26%
$653.02 - $687.39 $1.2M - $1.27M
31.3K $21.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.61K
+ 4.6%
$589.5 - $635.77 $951K - $1.03M
36.7K $22.5B
VCIT
Vanguard Intermediate Term Cor

ETFs
6.08K
+ 31.29%
$83.45 - $84.82 $507K - $516K
25.5K $2.14B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.68K
+ 13.85%
$52.76 - $53.18 $352K - $355K
54.9K $2.9B
LLY
Eli Lilly & CO

Healthcare
8
+ 0.86%
$799.57 - $1025.28 $6.4K - $8.2K
933 $1B
BTU
Peabody Energy Corp

Energy
2.4K
+ 4.09%
$25.87 - $34.88 $62K - $83.6K
61K $1.81B
MRK
Merck & Co., Inc.

Healthcare
570
+ 10.54%
$82.49 - $92.93 $47K - $53K
5.98K $629M
IWM
Ishares Russell 2000 ETF

ETFs
490
+ 10.73%
$236.79 - $250.33 $116K - $123K
5.06K $1.24B
VEA
Vanguard Ftse Developed Market

ETFs
855
+ 4.15%
$59.18 - $62.09 $50.6K - $53.1K
21.5K $1.34B
RSP
Invesco S&P 500 Equal Weight E

ETFs
290
+ 1.08%
$185.12 - $192.11 $53.7K - $55.7K
27.2K $5.21B
WFC
Wells Fargo & Company

Financial Services
465
+ 8.35%
$77.62 - $87.3 $36.1K - $40.6K
6.04K $562M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.42K
+ 7.86%
$52.54 - $55.77 $74.6K - $79.1K
19.5K $1.05B
BAC
Bank Of America Corp

Financial Services
794
+ 19.67%
$48.65 - $54.11 $38.6K - $43K
4.83K $266M
CSCO
Cisco Systems, Inc.

Technology
146
+ 4.65%
$67.46 - $78.0 $9.85K - $11.4K
3.29K $253M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
486
+ 1.83%
$79.55 - $80.13 $38.7K - $38.9K
27K $2.15B
JPM
Jpmorgan Chase & CO

Financial Services
43
+ 1.5%
$294.11 - $320.41 $12.6K - $13.8K
2.9K $936M
EMLP
First Tr Exchange Traded Iv

ETFs
858
+ 15.27%
$37.38 - $38.54 $32.1K - $33.1K
6.48K $245M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
281
+ 1.75%
$56.33 - $59.22 $15.8K - $16.6K
16.3K $947M
VB
Vanguard Small Cap ETF

ETFs
71
+ 7.77%
$248.1 - $260.08 $17.6K - $18.5K
985 $254M
MBB
Ishares Tr

ETFs
154
+ 1.81%
$94.9 - $96.23 $14.6K - $14.8K
8.67K $825M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
116
+ 1.82%
$119.13 - $120.38 $13.8K - $14K
6.48K $774M
VO
Vanguard Mid Cap ETF

ETFs
52
+ 6.04%
$286.27 - $296.23 $14.9K - $15.4K
913 $265M
Simplify Exchange Traded Fun
221
+ 1.79%
N/A
12.6K $635M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.32%
$656.2 - $690.71 $1.31K - $1.38K
630 $431M
JPIE
J P Morgan Exchange Traded Fd
246
+ 1.81%
$46.18 - $46.47 $11.4K - $11.4K
13.8K $639M
MUSA
Murphy Usa Inc.

Consumer Cyclical
1
+ 0.16%
$356.57 - $396.45 $357 - $396
614 $248M
CSX
Csx Corp

Industrials
27
+ 0.25%
$34.88 - $36.67 $942 - $990
11K $398M
XLU
Utilities Sector Spdr

ETFs
4.58K
+ 109.26%
$87.89 - $92.9 $403K - $425K
8.77K $374M
EMR
Emerson Electric CO

Industrials
40
+ 2.39%
$126.01 - $140.03 $5.04K - $5.6K
1.71K $227M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10
+ 0.42%
$137.47 - $143.13 $1.37K - $1.43K
2.4K $344M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
178
+ 1.84%
$50.55 - $50.74 $9K - $9.03K
9.86K $499M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.29%
$577.77 - $604.78 $1.16K - $1.21K
686 $414M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
238
+ 1.49%
$19.25 - $19.51 $4.58K - $4.64K
16.2K $314M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18
+ 0.38%
$63.25 - $66.24 $1.14K - $1.19K
4.79K $316M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
78
+ 1.81%
$44.68 - $47.47 $3.49K - $3.7K
4.38K $206M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
125
+ 1.9%
$42.66 - $43.29 $5.33K - $5.41K
6.7K $287M
HDV
Ishares Core High Dividend ETF

ETFs
36
+ 0.95%
$118.22 - $122.79 $4.26K - $4.42K
3.84K $467M
SNA
Snap On Inc

Industrials
4
+ 0.65%
$327.33 - $349.13 $1.31K - $1.4K
623 $215M
HYG
Ishares Tr

ETFs
27
+ 0.76%
$79.95 - $81.28 $2.16K - $2.19K
3.57K $288M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6
+ 0.29%
$136.54 - $144.07 $819 - $864
2.05K $290M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
4
+ 0.08%
$80.91 - $83.82 $324 - $335
5.34K $442M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
552
+ 2.76%
$4.18 - $4.38 $2.31K - $2.42K
20.6K $85.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
128
+ 1.54%
$30.84 - $31.79 $3.95K - $4.07K
8.42K $261M
Cadeler A S
1.05K
+ 10.08%
N/A
11.4K $213M
PHK
Pimco High Income Fund

Financial Services
67
+ 0.35%
$4.77 - $4.99 $320 - $334
19K $92.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8
+ 0.2%
$110.25 - $112.92 $882 - $903
3.97K $438M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
23
+ 0.29%
$70.3 - $73.05 $1.62K - $1.68K
7.86K $561M
SO
Southern CO

Utilities
19
+ 0.82%
$90.58 - $99.72 $1.72K - $1.89K
2.33K $203M
Activity Summary
Buys All Purchases 70 New Holdings 7 Increased Positions 63 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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