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Home > Institutional Investor > Steinberganna Wealth Management > 13F Holdings

Instuitional Investor - Steinberganna Wealth Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 244,115 $35,555,351 16.72%
2.
Invesco Qqq Tr
 35,068 $21,053,775 9.9%
3.
Spdr S & P 500 Etf Trust
 SPY 29,445 $19,615,670 9.23%
4.
Apple Inc.
 AAPL 49,435 $12,587,727 5.92%
5.
Ishares Trust
 IEF 39,892 $6,481,638 3.05%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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