CIK 946626
GREENBERG FINANCIAL GROUP
Institutional 13F holdings & portfolio
Holdings
111
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 111
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 8K | $500K+ | SH |
| AVK | ADVENT CONV & INCOME FD | 48K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 14K | $500K+ | SH |
| DECK | DECKERS OUTDOOR CORP | 6K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| KO | COCA COLA CO | 7K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| CPRY | CALAMOS ETF TR | 18K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| CHI | CALAMOS CONV OPPORTUNITIES & | 46K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| FSLR | FIRST SOLAR INC | 1K | $100K–$500K | SH |
| INTC | INTEL CORP | 10K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| QLD | PROSHARES TR | 5K | $100K–$500K | SH |
| SSO | PROSHARES TR | 6K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| CBTJ | CALAMOS ETF TR | 16K | $100K–$500K | SH |
| KLAC | KLA CORP | 288 | $100K–$500K | SH |
| AME | AMETEK INC | 2K | $100K–$500K | SH |
| CPSF | CALAMOS ETF TR | 13K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 976 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 4K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 5K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 25K | $100K–$500K | SH |
| TSLA | TESLA INC | 704 | $100K–$500K | SH |
| MP | MP MATERIALS CORP | 6K | $100K–$500K | SH |
| DOCU | DOCUSIGN INC | 4K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 248 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 900 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 15K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 939 | $100K–$500K | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 3K | $100K–$500K | SH |
| EFT | EATON VANCE FLTING RATE INC | 21K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| T | AT&T INC | 9K | $100K–$500K | SH |
| PFE | PFIZER INC | 9K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 540 | $100K–$500K | SH |
| ADBE | ADOBE INC | 581 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 234 | $100K–$500K | SH |
| TDVI | FIRST TR EXCHANGE-TRADED FD | 7K | $100K–$500K | SH |