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Steinberganna Wealth Management

All holdings · as of Dec 31, 2025

127 positions

CompanyClassValueShares% of portfolio
Merck & Co., Inc.—$629.1K5,9770.3%
HOME DEPOT, INC.—$621.6K1,8070.3%
GOLDMAN SACHS ETF TR—$570.1K10,7980.3%
ISHARES TR—$562.8K3,9880.3%
WELLS FARGO & COMPANY/MN—$562.5K6,0350.3%
INVESCO EXCH TRADED FD TR II—$561.1K7,8570.3%
INVESCO EXCH TRADED FD TR II—$526.2K10,7420.2%
Joby Aviation, Inc.—$515.8K39,0730.2%
United Natural Foods, Inc.—$499.7K14,8420.2%
JANUS DETROIT STR TR—$498.5K9,8560.2%
The Boeing Company—$480.5K2,2130.2%
ISHARES TR—$466.8K3,8390.2%
SHOPIFY INC—$459.9K2,8570.2%
Uber Technologies, Inc—$454.2K5,5590.2%
ISHARES TR—$441.5K5,3370.2%
iShares MSCI UAE ETF—$437.8K3,9730.2%
ISHARES TR—$431.5K6300.2%
Morgan Stanley—$430.9K2,4270.2%
ISHARES TR—$420.9K2,1080.2%
SPDR S&P MIDCAP 400 ETF TR—$413.7K6860.2%
CSX CORP—$397.7K10,9700.2%
Cheniere Energy, Inc.—$386.2K1,9870.2%
SELECT SECTOR SPDR TR—$374.5K8,7720.2%
ISHARES TR—$366.2K3,8030.2%
Rivian Automotive, Inc. / DE—$363.2K18,4280.2%
Mastercard Inc—$356.1K6240.2%
MESABI TRUST—$354.5K9,2040.2%
QUALCOMM INC/DE—$351.5K2,0550.2%
VANGUARD WHITEHALL FDS—$344.5K2,4000.2%
SELECT SECTOR SPDR TR—$338.2K6,1750.2%
AMGEN INC—$317.6K9700.1%
ISHARES TR—$315.9K4,7860.1%
FIRST TR EXCH TRADED FD III—$313.7K16,1780.1%
ISHARES TR—$289.9K2,0540.1%
ISHARES TR—$288.0K3,5720.1%
ISHARES TR—$287.2K6,7000.1%
CATERPILLAR INC—$282.4K4930.1%
Chord Energy Corp—$269.6K2,9080.1%
BANK OF AMERICA CORP /DE—$265.6K4,8300.1%
VANGUARD INDEX FDS—$265.0K9130.1%
KLA CORP—$262.3K2160.1%
ISHARES TR—$260.7K8,4220.1%
MAUI LAND & PINEAPPLE CO INCMLPCommon Stock$256.1K15,1170.1%
VANGUARD INDEX FDS—$254.1K9850.1%
CISCO SYSTEMS, INC.—$253.1K3,2860.1%
Aon plc—$251.3K7120.1%
Murphy USA Inc.—$247.7K6140.1%
FIRST TR EXCHANGE-TRADED FD—$245.3K6,4770.1%
Jefferies Financial Group Inc.—$243.2K3,9250.1%
TIDEWATER INC—$242.2K4,7950.1%
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