GREENBERG FINANCIAL GROUP
CIK: 0000946626SEC EDGAR →
Portfolio Value
$243K
Holdings
111
As of
Q4 2025
New Positions
111
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | 71,618 | $13.7M | 5648.65% |
| 2 | SPDR DOW JONES INDL AVERAGE | 21,732 | $10.4M | 4299.80% |
| 3 | APPLE INC | 38,135 | $10.4M | 4268.50% |
| 4 | ISHARES TR | 40,023 | $9.9M | 4056.46% |
| 5 | ISHARES TR | 147,594 | $9.7M | 4010.75% |
| 6 | MICROSOFT CORP | 19,777 | $9.6M | 3937.88% |
| 7 | ISHARES TR | 64,112 | $9.0M | 3725.42% |
| 8 | VANGUARD WHITEHALL FDS | 55,329 | $7.9M | 3269.21% |
| 9 | ISHARES TR | 239,794 | $7.4M | 3056.75% |
| 10 | ISHARES TR | 75,971 | $6.6M | 2726.13% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $102.8M | 57.6% |
| Technology | 22 | $33.5M | 18.8% |
| Unknown | 11 | $13.0M | 7.3% |
| Industrials | 9 | $10.7M | 6.0% |
| Consumer Cyclical | 7 | $6.7M | 3.8% |
| Communication Services | 6 | $4.3M | 2.4% |
| Energy | 3 | $3.6M | 2.0% |
| Consumer Defensive | 5 | $1.9M | 1.1% |
| Healthcare | 4 | $1.4M | 0.8% |
| Basic Materials | 2 | $476K | 0.3% |
| Real Estate | 1 | $174K | 0.1% |