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Greenberg Financial Group

Latest statistics and disclosures from Greenberg Financial Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0000946626

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Positions held by Greenberg Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Greenberg Financial Group

Greenberg Financial Group holds 111 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	50.2	$209M	53k	3933.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$22M	35k	614.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.3	$14M	72k	191.56	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	2.5	$10M	22k	480.56	View chart
Apple (AAPL)	2.5	$10M	38k	271.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.4	$9.9M	40k	246.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$9.7M	148k	66.00	View chart
Microsoft Corporation (MSFT)	2.3	$9.6M	20k	483.63	View chart
Ishares Tr Select Divid Etf (DVY)	2.2	$9.0M	64k	141.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$7.9M	55k	143.52	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.8	$7.4M	240k	30.96	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.6	$6.6M	76k	87.16	View chart
NVIDIA Corporation (NVDA)	1.5	$6.3M	34k	186.50	View chart
Roper Industries (ROP)	1.4	$6.0M	13k	445.13	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$5.9M	31k	190.99	View chart
Spdr Series Trust State Street Spd (SDY)	0.8	$3.1M	23k	139.16	View chart
Spdr Series Trust State Street Spd (SPYD)	0.6	$2.6M	60k	43.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.4M	7.0k	335.27	View chart
Raytheon Technologies Corp (RTX)	0.6	$2.3M	13k	183.40	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.5	$2.3M	201k	11.31	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$2.3M	28k	79.73	View chart
Spdr Series Trust State Street Spd (SPSB)	0.5	$2.3M	75k	30.20	View chart
Starbucks Corporation (SBUX)	0.5	$2.2M	27k	84.21	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.5	$2.2M	46k	48.75	View chart
Meta Platforms Cl A (META)	0.5	$2.2M	3.3k	660.09	View chart
Amazon (AMZN)	0.5	$2.1M	9.2k	230.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.7M	5.6k	313.79	View chart
Chevron Corporation (CVX)	0.4	$1.7M	11k	152.40	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.4	$1.7M	36k	48.00	View chart
Caterpillar (CAT)	0.4	$1.6M	2.9k	572.87	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.5M	31k	50.59	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.4M	12k	120.34	View chart
Vanguard World Extended Dur (EDV)	0.3	$1.3M	21k	65.01	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.3	$1.3M	31k	42.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M	3.8k	313.00	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.3	$1.2M	9.4k	124.20	View chart
Oracle Corporation (ORCL)	0.2	$1.0M	5.3k	194.91	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.2	$985k	56k	17.56	View chart
JPMorgan Chase & Co. (JPM)	0.2	$981k	3.0k	322.27	View chart
Johnson & Johnson (JNJ)	0.2	$954k	4.6k	206.96	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$894k	5.5k	162.01	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$843k	2.8k	301.15	View chart
Ferrari Nv Ord (RACE)	0.2	$786k	2.1k	369.56	View chart
Paypal Holdings (PYPL)	0.2	$760k	13k	58.38	View chart
Walt Disney Company (DIS)	0.2	$744k	6.5k	113.77	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.2	$719k	36k	19.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$712k	1.1k	626.95	View chart
Spdr Series Trust State Street Spd (PSK)	0.2	$675k	21k	31.69	View chart
Boeing Company (BA)	0.2	$668k	3.1k	217.11	View chart
Axon Enterprise (AXON)	0.2	$636k	1.1k	567.93	View chart
Broadcom (AVGO)	0.2	$636k	1.8k	346.09	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$623k	8.2k	76.23	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.1	$596k	48k	12.54	View chart
Wal-Mart Stores (WMT)	0.1	$594k	5.3k	111.41	View chart
Verizon Communications (VZ)	0.1	$591k	15k	40.73	View chart
Deckers Outdoor Corporation (DECK)	0.1	$582k	5.6k	103.67	View chart
Qualcomm (QCOM)	0.1	$573k	3.4k	171.07	View chart
International Business Machines (IBM)	0.1	$560k	1.9k	296.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$529k	1.1k	502.65	View chart
Coca-Cola Company (KO)	0.1	$507k	7.2k	69.91	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$505k	1.7k	303.83	View chart
Calamos Etf Tr Russell 2000 Str (CPRY)	0.1	$494k	18k	26.99	View chart
Procter & Gamble Company (PG)	0.1	$489k	3.4k	143.29	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.1	$479k	46k	10.48	View chart
Advanced Micro Devices (AMD)	0.1	$440k	2.1k	214.16	View chart
First Solar (FSLR)	0.1	$390k	1.5k	261.23	View chart
Intel Corporation (INTC)	0.1	$379k	10k	36.90	View chart
Applied Materials (AMAT)	0.1	$370k	1.4k	256.99	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$366k	5.2k	70.41	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$364k	6.3k	57.92	View chart
Netflix (NFLX)	0.1	$361k	3.8k	93.76	View chart
Calamos Etf Tr Calamos Bit 80 S (CBTJ)	0.1	$359k	16k	21.88	View chart
Kla Corp Com New (KLAC)	0.1	$350k	288.00	1216.47	View chart
Ametek (AME)	0.1	$348k	1.7k	205.31	View chart
Calamos Etf Tr S&p 500 Stru Feb (CPSF)	0.1	$337k	13k	25.59	View chart
Home Depot (HD)	0.1	$336k	976.00	344.10	View chart
Cisco Systems (CSCO)	0.1	$327k	4.2k	77.03	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$326k	5.1k	64.42	View chart
Palantir Technologies Cl A (PLTR)	0.1	$325k	1.8k	177.75	View chart
Pepsi (PEP)	0.1	$323k	2.3k	143.51	View chart
McDonald's Corporation (MCD)	0.1	$322k	1.1k	305.60	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$319k	25k	12.88	View chart
Tesla Motors (TSLA)	0.1	$317k	704.00	449.72	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$291k	5.8k	50.52	View chart
Docusign (DOCU)	0.1	$282k	4.1k	68.40	View chart
Wells Fargo & Company (WFC)	0.1	$280k	3.0k	93.20	View chart
Eli Lilly & Co. (LLY)	0.1	$267k	248.00	1074.87	View chart
Merck & Co (MRK)	0.1	$264k	2.5k	105.25	View chart
Travelers Companies (TRV)	0.1	$261k	900.00	290.06	View chart
Honeywell International (HON)	0.1	$260k	1.3k	195.09	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$257k	15k	17.67	View chart
salesforce (CRM)	0.1	$249k	939.00	264.91	View chart
Cibc Cad (CM)	0.1	$246k	2.7k	90.62	View chart
Eaton Vance Floating-Rate Income Trust (EFT)	0.1	$237k	21k	11.29	View chart
Emerson Electric (EMR)	0.1	$231k	1.7k	132.72	View chart
At&t (T)	0.1	$228k	9.2k	24.84	View chart
Pfizer (PFE)	0.1	$218k	8.7k	24.90	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$214k	540.00	396.31	View chart
Adobe Systems Incorporated (ADBE)	0.0	$203k	581.00	349.99	View chart
Costco Wholesale Corporation (COST)	0.0	$202k	234.00	862.34	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.0	$201k	7.3k	27.74	View chart
Calamos Etf Tr Nasdaq 100 Struc (CPNS)	0.0	$201k	7.4k	27.22	View chart
Niocorp Devs Com New (NB)	0.0	$187k	35k	5.30	View chart
Opendoor Technologies (OPEN)	0.0	$175k	30k	5.83	View chart
Kopin Corporation (KOPN)	0.0	$143k	61k	2.34	View chart
Cleanspark Com New (CLSK)	0.0	$125k	12k	10.12	View chart
Americas Gold And Silver Cor Com New (USAS)	0.0	$102k	20k	5.11	View chart
Fortuna Mng Corp Com New (FSM)	0.0	$98k	10k	9.81	View chart
Endeavour Silver Corp (EXK)	0.0	$94k	10k	9.40	View chart
Canopy Growth Corp Com New (CGC)	0.0	$11k	10k	1.14	View chart
Atossa Genetics (ATOS)	0.0	$11k	18k	0.59	View chart

Past Filings by Greenberg Financial Group

SEC 13F filings are viewable for Greenberg Financial Group going back to 2025

Greenberg Financial Group 2025 Q4 filed Jan. 22, 2026

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