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Greenberg Financial Group

All holdings · as of Dec 31, 2025

111 positions

CompanyClassValueShares% of portfolio
Broadcom Inc.—$635.8K1,8370.3%
FIDELITY WISE ORIGIN BITCOIN—$622.7K8,1690.3%
ADVENT CONVERTIBLE & INCOME FUND—$595.8K47,5100.2%
Walmart Inc.—$593.7K5,3290.2%
VERIZON COMMUNICATIONS INC—$590.6K14,4990.2%
DECKERS OUTDOOR CORP—$582.2K5,6160.2%
QUALCOMM INC/DE—$573.1K3,3500.2%
INTERNATIONAL BUSINESS MACHINES CORP—$559.7K1,8890.2%
Warren E. Buffett—$528.8K1,0520.2%
COCA COLA CO—$506.6K7,2470.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$505.0K1,6620.2%
CALAMOS ETF TR—$494.2K18,3120.2%
PROCTER & GAMBLE Co—$489.2K3,4140.2%
CALAMOS CONV OPPORTUNITIES &—$478.8K45,6850.2%
ADVANCED MICRO DEVICES INC—$439.7K2,0530.2%
First Solar Inc—$390.0K1,4930.2%
INTEL CORP—$378.8K10,2650.2%
APPLIED MATERIALS INC /DE—$370.1K1,4400.2%
PROSHARES TR—$366.1K5,2000.2%
PROSHARES TR—$364.4K6,2910.2%
Netflix Inc—$360.7K3,8470.1%
CALAMOS ETF TR—$358.6K16,3880.1%
KLA CORP—$350.3K2880.1%
AMETEK Inc—$348.4K1,6970.1%
CALAMOS ETF TR—$337.0K13,1690.1%
HOME DEPOT, INC.—$335.8K9760.1%
CISCO SYSTEMS, INC.—$326.7K4,2410.1%
ISHARES SILVER TR—$325.8K5,0570.1%
Palantir Technologies Inc—$325.1K1,8290.1%
PEPSICO INC—$323.3K2,2530.1%
MCDONALD'S CORP—$322.1K1,0540.1%
GUGGENHEIM STRATEGIC OPPORTUNITIES FUNDGOFClosed-End Fund$319.3K24,7910.1%
Tesla Inc—$316.6K7040.1%
MP Materials Corp. / DE—$290.5K5,7500.1%
Docusign Inc—$281.8K4,1200.1%
WELLS FARGO & COMPANY/MN—$279.6K3,0000.1%
ELI LILLY & Co—$266.6K2480.1%
Merck & Co., Inc.—$264.3K2,5110.1%
TRAVELERS COMPANIES, INC.—$261.1K9000.1%
HONEYWELL INTERNATIONAL INC—$260.3K1,3340.1%
GLOBAL X FDS—$257.1K14,5480.1%
Salesforce Inc—$248.8K9390.1%
CANADIAN IMPERIAL BANK OF COMMERCE /CAN—$246.4K2,7190.1%
Eaton Vance Floating-Rate Income TrustEFTClosed-End Fund$236.6K20,9550.1%
EMERSON ELECTRIC CO—$230.5K1,7370.1%
AT&T INC.—$228.2K9,1860.1%
PFIZER INC—$217.8K8,7490.1%
SPDR GOLD TR—$214.0K5400.1%
ADOBE INC.—$203.3K5810.1%
COSTCO WHOLESALE CORP /NEW—$201.8K2340.1%
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