GREENBERG FINANCIAL GROUP historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2025-03-31 to 2025-12-31, GREENBERG FINANCIAL GROUP opened 25 positions, added to 48, reduced 48 and sold out of 23.
- Q4 2025: Stock ROP; Country of operation United States; Class COM; Shares before 6,638.
- Q4 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 19,690.
- Q4 2025: Stock INTC; Country of operation United States; Class COM; Shares before 9,696.
- Q4 2025: Stock CAT; Country of operation United States; Class COM; Shares before 2,290.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 946626), 2 quarters: Q4 2025 (2025-06-30 to 2025-12-31, filed 2026-01-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q4 2025 | ROP
ROPER TECHNOLOGIES INC | United States | COM | 6,638 | 13,411 | +6,773 | $2,246,233 | $5,969,638 | +$3,723,405 | 2026-01-22 |
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| Q4 2025 | MSFT
MICROSOFT CORP | United States | COM | 19,690 | 19,777 | +87 | $7,344,908 | $9,564,709 | +$2,219,801 | 2026-01-22 |
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| Q4 2025 | INTC
INTEL CORP | United States | COM | 9,696 | 10,265 | +569 | $1,353,852 | $378,779 | -$975,073 | 2026-01-22 |
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| Q4 2025 | CAT
CATERPILLAR INC | United States | COM | 2,290 | 2,865 | +575 | $2,438,621 | $1,641,273 | -$797,348 | 2026-01-22 |
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| Q4 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,683 | 2,053 | +370 | $977,672 | $439,670 | -$538,002 | 2026-01-22 |
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| Q4 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 7,348 | 11,822 | +4,474 | $1,004,631 | $1,422,604 | +$417,973 | 2026-01-22 |
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| Q4 2025 | SBUX
STARBUCKS CORP | United States | COM | 18,968 | 26,690 | +7,722 | $1,938,335 | $2,247,565 | +$309,230 | 2026-01-22 |
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| Q4 2025 | ORCL
ORACLE CORP | United States | COM | 5,084 | 5,325 | +241 | $745,060 | $1,037,896 | +$292,836 | 2026-01-22 |
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| Q4 2025 | DIS
DISNEY WALT CO | United States | COM | 4,699 | 6,541 | +1,842 | $452,244 | $744,164 | +$291,920 | 2026-01-22 |
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| Q4 2025 | KO
COCA COLA CO | United States | COM | 2,669 | 7,247 | +4,578 | $216,905 | $506,620 | +$289,715 | 2026-01-22 |
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| Q4 2025 | FBTC
FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 7,909 | 8,169 | +260 | $403,754 | $622,723 | +$218,969 | 2026-01-22 |
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| Q4 2025 | RTX
RTX CORPORATION | United States | COM | 11,350 | 12,613 | +1,263 | $2,153,498 | $2,313,185 | +$159,687 | 2026-01-22 |
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| Q4 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 802 | 1,052 | +250 | $401,313 | $528,788 | +$127,475 | 2026-01-22 |
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| Q4 2025 | KOPN
KOPIN CORP | United States | COM | 58,500 | 61,000 | +2,500 | $262,080 | $142,740 | -$119,340 | 2026-01-22 |
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| Q4 2025 | VRT
VERTIV HOLDINGS CO | United States | COM CL A | 2,981 | 5,515 | +2,534 | $998,098 | $893,485 | -$104,613 | 2026-01-22 |
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| Q4 2025 | AME
AMETEK INC | United States | COM | 1,097 | 1,697 | +600 | $265,408 | $348,411 | +$83,003 | 2026-01-22 |
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| Q4 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 2,839 | 3,043 | +204 | $929,171 | $980,655 | +$51,484 | 2026-01-22 |
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| Q4 2025 | MCD
MCDONALDS CORP | United States | COM | 1,008 | 1,054 | +46 | $272,538 | $322,106 | +$49,568 | 2026-01-22 |
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| Q4 2025 | NB
NIOCORP DEVS LTD | United States | COM NEW | 29,225 | 35,225 | +6,000 | $140,865 | $186,693 | +$45,828 | 2026-01-22 |
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| Q4 2025 | CVX
CHEVRON CORP NEW | United States | COM | 10,783 | 11,449 | +666 | $1,787,468 | $1,744,869 | -$42,599 | 2026-01-22 |
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| Q4 2025 | RACE
FERRARI N V | | COM | 2,010 | 2,127 | +117 | $748,303 | $786,054 | +$37,751 | 2026-01-22 |
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| Q4 2025 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 13,222 | 14,499 | +1,277 | $559,804 | $590,554 | +$30,750 | 2026-01-22 |
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| Q4 2025 | EMR
EMERSON ELEC CO | United States | COM | 1,728 | 1,737 | +9 | $247,331 | $230,532 | -$16,799 | 2026-01-22 |
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| Q4 2025 | QCOM
QUALCOMM INC | United States | COM | 3,066 | 3,350 | +284 | $566,652 | $573,089 | +$6,437 | 2026-01-22 |
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| Q4 2025 | HD
HOME DEPOT INC | United States | COM | 949 | 976 | +27 | $334,693 | $335,842 | +$1,149 | 2026-01-22 |
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| Q2 2025 | AAPL
APPLE INC | United States | COM | 37,895 | 38,247 | +352 | $9,617,478 | $11,067,202 | +$1,449,724 | 2026-07-15 |
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| Q2 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 37,802 | 38,338 | +536 | $6,592,683 | $7,671,148 | +$1,078,465 | 2026-07-15 |
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| Q2 2025 | KLAC
KLA CORP | United States | COM NEW | 289 | 2,890 | +2,601 | $425,088 | $871,954 | +$446,866 | 2026-07-15 |
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| Q2 2025 | AMZN
AMAZON COM INC | United States | COM | 13,168 | 13,172 | +4 | $2,742,499 | $3,139,414 | +$396,915 | 2026-07-15 |
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| Q2 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,966 | 3,996 | +30 | $1,140,463 | $1,428,051 | +$287,588 | 2026-07-15 |
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| Q2 2025 | NFLX
NETFLIX INC. | United States | COM | 12,370 | 13,063 | +693 | $1,189,376 | $932,698 | -$256,678 | 2026-07-15 |
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| Q2 2025 | TSLA
TESLA INC | United States | COM | 709 | 1,217 | +508 | $263,571 | $511,870 | +$248,299 | 2026-07-15 |
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| Q2 2025 | AVGO
BROADCOM INC | United States | COM | 1,790 | 2,118 | +328 | $554,139 | $799,902 | +$245,763 | 2026-07-15 |
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| Q2 2025 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 5,227 | 5,265 | +38 | $1,266,916 | $1,480,572 | +$213,656 | 2026-07-15 |
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| Q2 2025 | QCOM
QUALCOMM INC | United States | COM | 2,928 | 3,066 | +138 | $377,047 | $566,652 | +$189,605 | 2026-07-15 |
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| Q2 2025 | CSCO
CISCO SYS INC | United States | COM | 4,244 | 4,247 | +3 | $329,325 | $498,904 | +$169,579 | 2026-07-15 |
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| Q2 2025 | META
META PLATFORMS INC | United States | CL A | 3,623 | 3,921 | +298 | $2,072,827 | $2,208,660 | +$135,833 | 2026-07-15 |
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| Q2 2025 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 1,584 | 1,661 | +77 | $314,091 | $206,695 | -$107,396 | 2026-07-15 |
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| Q2 2025 | ORCL
ORACLE CORP | United States | COM | 4,441 | 5,084 | +643 | $653,316 | $745,060 | +$91,744 | 2026-07-15 |
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| Q2 2025 | CRM
SALESFORCE INC | United States | COM | 1,128 | 1,707 | +579 | $210,564 | $267,419 | +$56,855 | 2026-07-15 |
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| Q2 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 4,562 | 4,615 | +53 | $1,115,219 | $1,171,952 | +$56,733 | 2026-07-15 |
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| Q2 2025 | CM
CANADIAN IMPERIAL BANK OF CO | | COM | 2,721 | 2,723 | +2 | $257,838 | $313,127 | +$55,289 | 2026-07-15 |
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| Q2 2025 | WMT
WALMART INC | United States | COM | 5,331 | 5,545 | +214 | $662,493 | $627,973 | -$34,520 | 2026-07-15 |
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| Q2 2025 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | 260 | 304 | +44 | $259,072 | $284,383 | +$25,311 | 2026-07-15 |
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| Q2 2025 | FBTC
FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 7,241 | 7,909 | +668 | $427,436 | $403,754 | -$23,682 | 2026-07-15 |
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| Q2 2025 | MRK
MERCK & CO INC | United States | COM | 2,512 | 2,514 | +2 | $302,208 | $323,033 | +$20,825 | 2026-07-15 |
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| Q2 2025 | PFE
PFIZER INC | United States | COM | 8,149 | 8,749 | +600 | $228,818 | $210,671 | -$18,147 | 2026-07-15 |
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| Q2 2025 | VLO
VALERO ENERGY CORP | United States | COM | 931 | 933 | +2 | $230,086 | $242,995 | +$12,909 | 2026-07-15 |
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