GREENBERG FINANCIAL GROUP Last Quarter Change: USA Stocks, Reduced

GREENBERG FINANCIAL GROUP quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-12-31, GREENBERG FINANCIAL GROUP opened 14 positions, added to 25, reduced 22, sold out of 16 and left 8 unchanged. The largest increase in value was ROP (+$3,723,405); the largest decrease was NVDA (-$1,411,820).

NVDA: Country of operation United States; Class COM; Shares 2025-06-30 38,338; Shares 2025-12-31 33,562.
AMZN: Country of operation United States; Class COM; Shares 2025-06-30 13,172; Shares 2025-12-31 9,169.
IBM: Country of operation United States; Class COM; Shares 2025-06-30 5,265; Shares 2025-12-31 1,889.
AAPL: Country of operation United States; Class COM; Shares 2025-06-30 38,247; Shares 2025-12-31 38,135.

Two Form 13F-HR filings compared (SEC CIK 946626): 2025-06-30 (filed 2026-07-15) and 2025-12-31 (filed 2026-01-22). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2025-06-30	Shares 2025-12-31	Share change	Value 2025-06-30	Value 2025-12-31	Value change
NVDA NVIDIA CORPORATION	United States	COM	38,338	33,562	-4,776	$7,671,148	$6,259,328	-$1,411,820
AMZN AMAZON COM INC	United States	COM	13,172	9,169	-4,003	$3,139,414	$2,116,389	-$1,023,025
IBM INTERNATIONAL BUSINESS MACHS	United States	COM	5,265	1,889	-3,376	$1,480,572	$559,655	-$920,917
AAPL APPLE INC	United States	COM	38,247	38,135	-112	$11,067,202	$10,367,264	-$699,938
GOOG ALPHABET INC	United States	CAP STK CL C	6,672	5,574	-1,098	$2,357,370	$1,749,038	-$608,332
NFLX NETFLIX INC	United States	COM	13,063	3,847	-9,216	$932,698	$360,695	-$572,003
KLAC KLA CORP	United States	COM NEW	2,890	288	-2,602	$871,954	$350,343	-$521,611
GOOGL ALPHABET INC	United States	CAP STK CL A	3,996	3,841	-155	$1,428,051	$1,202,233	-$225,818
JNJ JOHNSON & JOHNSON	United States	COM	4,615	4,611	-4	$1,171,952	$954,308	-$217,644
TSLA TESLA INC	United States	COM	1,217	704	-513	$511,870	$316,603	-$195,267
CSCO CISCO SYS INC	United States	COM	4,247	4,241	-6	$498,904	$326,675	-$172,229
AVGO BROADCOM INC	United States	COM	2,118	1,837	-281	$799,902	$635,762	-$164,140
COST COSTCO WHSL CORP NEW	United States	COM	304	234	-70	$284,383	$201,788	-$82,595
SLV ISHARES SILVER TR	United States	ISHARES	7,345	5,057	-2,288	$392,737	$325,772	-$66,965
CM CANADIAN IMPERIAL BANK OF CO		COM	2,723	2,719	-4	$313,127	$246,405	-$66,722
MRK MERCK & CO INC	United States	COM	2,514	2,511	-3	$323,033	$264,277	-$58,756
MP MP MATERIALS CORP	United States	COM CL A	5,951	5,750	-201	$333,316	$290,490	-$42,826
WMT WALMART INC	United States	COM	5,545	5,329	-216	$627,973	$593,722	-$34,251
PG PROCTER AND GAMBLE CO	United States	COM	3,527	3,414	-113	$517,135	$489,198	-$27,937
CRM SALESFORCE INC	United States	COM	1,707	939	-768	$267,419	$248,750	-$18,669
META META PLATFORMS INC	United States	CL A	3,921	3,319	-602	$2,208,660	$2,190,839	-$17,821
BA BOEING CO	United States	COM	3,100	3,078	-22	$671,022	$668,260	-$2,762

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