Steinberganna Wealth Management Reduced Holdings in Q4 2025

Steinberganna Wealth Management

  • $213 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-122
- 1.32%
$496.82 - $542.07 $60.6K - $66.1K
9.1K $4.4B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-2.02K
- 3.49%
$80.06 - $83.68 $162K - $169K
56K $4.47B
JOBY
Joby Aviation, Inc.

Industrials
-9.9K
- 20.22%
$14.32 - $19.57 $142K - $194K
39.1K $516M
UBER
Uber Technologies, Inc

Technology
-1.7K
- 23.44%
$91.62 - $100.1 $156K - $170K
5.56K $454M
GLW
Corning Inc

Technology
-3.19K
- 56.24%
$82.06 - $90.29 $262K - $288K
2.48K $217M
META
Meta Platforms, Inc.

Communication Services
-116
- 6.43%
$609.01 - $751.67 $70.6K - $87.2K
1.69K $1.11B
ZTS
Zoetis Inc.

Healthcare
-26
- 0.33%
$118.8 - $147.53 $3.09K - $3.84K
7.82K $984M
IYY
Ishares Tr

ETFs
-1.71K
- 4.28%
$159.3 - $167.44 $272K - $286K
38.2K $6.33B
UNFI
United Natural Foods Inc

Consumer Defensive
-1.81K
- 10.86%
$36.74 - $43.04 $66.4K - $77.8K
14.8K $500M
SOFI
So Fi Technologies, Inc.

Financial Services
-2.51K
- 3.03%
$25.24 - $32.21 $63.4K - $80.8K
80.5K $2.11B
ILCG
Ishares Morningstar Growth ETF
-655
- 2.03%
N/A
31.5K $3.28B
IYW
Ishares Dj Us Tech ETF

ETFs
-362
- 14.66%
$192.8 - $211.27 $69.8K - $76.5K
2.11K $421M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-267
- 27.87%
$280.66 - $305.09 $74.9K - $81.5K
691 $210M
NVDA
Nvidia Corp

Technology
-268
- 1.14%
$179.83 - $207.04 $48.2K - $55.5K
23.3K $4.35B
APH
Amphenol Corp

Technology
-547
- 24.5%
$121.7 - $143.85 $66.6K - $78.7K
1.69K $228M
Maui Ld & Pineapple Inc
-1.2K
- 7.35%
N/A
15.1K $256M
MS
Morgan Stanley

Financial Services
-573
- 19.1%
$151.86 - $169.92 $87K - $97.4K
2.43K $431M
IYC
Ishares U.S. Consumer Discreti

ETFs
-325
- 13.3%
$100.77 - $104.82 $32.8K - $34.1K
2.12K $218M
TDW
Tidewater Inc

Energy
-370
- 7.16%
$47.29 - $58.92 $17.5K - $21.8K
4.8K $242M
GNW
Genworth Financial Inc

Financial Services
-4.04K
- 16.11%
$8.32 - $8.94 $33.6K - $36.1K
21K $190M
TUSK
Mammoth Energy Services, Inc.

Industrials
-10.7K
- 43.89%
$1.9 - $2.33 $20.2K - $24.8K
13.6K $25.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-455
- 6.6%
$213.04 - $254.0 $96.9K - $116K
6.44K $1.49B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-242
- 10.28%
$94.22 - $95.83 $22.8K - $23.2K
2.11K $200M
VAL
Valaris LTD

Energy
-646
- 12.24%
$46.75 - $58.2 $30.2K - $37.6K
4.63K $234M
DVY
Ishares Tr

ETFs
-133
- 3.23%
$138.1 - $143.11 $18.4K - $19K
3.99K $563M
APP
App Lovin Corp

Technology
-8
- 2.2%
$552.64 - $704.09 $4.42K - $5.63K
356 $240M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-145
- 0.81%
$99.87 - $101.27 $14.5K - $14.7K
17.7K $1.76B
MSB
Mesabi Trust

Basic Materials
-3.78K
- 29.09%
$30.65 - $36.14 $116K - $136K
9.2K $354M
QCOM
Qualcomm Inc

Technology
-172
- 7.72%
$153.59 - $187.68 $26.4K - $32.3K
2.06K $352M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-140
- 0.52%
$53.68 - $54.54 $7.52K - $7.64K
26.8K $1.45B
MBI
Mbia Inc

Financial Services
-725
- 4.32%
$6.63 - $7.72 $4.81K - $5.6K
16.1K $115M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-396
- 0.56%
$18.14 - $18.51 $7.18K - $7.33K
69.7K $1.27B
PIZ
Invesco Exchange Traded Fd Tr
-470
- 4.19%
N/A
10.7K $526M
IWR
Ishares Russell Mid Cap ETF

ETFs
-74
- 1.91%
$94.02 - $97.61 $6.96K - $7.22K
3.8K $366M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-190
- 1.73%
$20.77 - $20.97 $3.95K - $3.98K
10.8K $227M
ISCG
Ishares Morningstar Small Cap

ETFs
-1.1K
- 2.17%
$53.29 - $56.31 $58.6K - $61.9K
49.6K $2.75B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4
- 0.85%
$475.68 - $513.11 $1.9K - $2.05K
469 $236M
MA
Mastercard Inc

Financial Services
-4
- 0.64%
$536.85 - $580.45 $2.15K - $2.32K
624 $356M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-27
- 1.47%
$114.27 - $121.15 $3.09K - $3.27K
1.81K $217M
NYT
New York Times CO

Communication Services
-572
- 14.36%
$54.66 - $64.49 $31.3K - $36.9K
3.41K $237M
VIG
Vanguard Dividend Appreciation

ETFs
-220
- 1.19%
N/A
18.2K $4.01B
AMGN
Amgen Inc

Healthcare
-65
- 6.28%
$290.13 - $341.71 $18.9K - $22.2K
970 $318M
KLAC
Kla Corp

Technology
-3
- 1.37%
$982.75 - $1235.28 $2.95K - $3.71K
216 $262M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-4.18K
- 18.48%
$12.5 - $18.02 $52.2K - $75.3K
18.4K $363M
AVGO
Broadcom Inc.

Technology
-44
- 0.93%
$324.63 - $385.98 $14.3K - $17K
4.68K $1.62B
MU
Micron Technology Inc

Technology
-33
- 1.3%
$181.6 - $253.3 $5.99K - $8.36K
2.5K $715M
GOOGL
Alphabet Inc.

Communication Services
-274
- 2.88%
$236.57 - $291.31 $64.8K - $79.8K
9.24K $2.89B
GOOG
Alphabet Inc.

Communication Services
-6
- 0.06%
$237.49 - $291.74 $1.42K - $1.75K
9.72K $3.05B
AAPL
Apple Inc.

Technology
-190
- 0.38%
$245.27 - $275.25 $46.6K - $52.3K
49.2K $13.4B
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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