Greenwich Wealth Management
Latest statistics and disclosures from Greenwich Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IBKR, SPY, NVDA, AAPL, ORCL, and represent 51.27% of Greenwich Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JAAA, JEPI, JMBS, JEPQ, GM, PYPL, F, PRME, CFLT, MCH.
- Started 14 new stock positions in TXN, LMT, MCH, JEPQ, ANVS, PLD, MEM, ITA, MPW, ELV. EWJ, LYV, AXP, OMFL.
- Reduced shares in these 10 stocks: SGOV, AVUV, NOW, IJR, PNR, UBS, NDAQ, AVIV, CTVA, EMXC.
- Sold out of its positions in AFB, Armour Residential Reit Inc Re, BST, HOOD, TPL, TRUE, USL, VLY, OIH.
- Greenwich Wealth Management was a net buyer of stock by $4.9M.
- Greenwich Wealth Management has $1.0B in assets under management (AUM), dropping by 6.99%.
- Central Index Key (CIK): 0001439805
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Portfolio Holdings for Greenwich Wealth Management
Greenwich Wealth Management holds 233 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Interactive Brokers Group In Cl A (IBKR) | 25.5 | $259M | 3.1M | 82.90 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.7 | $98M | 206k | 475.31 |
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| NVIDIA Corporation (NVDA) | 8.7 | $88M | 178k | 495.22 |
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| Apple (AAPL) | 3.9 | $40M | 206k | 192.53 |
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| Oracle Corporation (ORCL) | 3.5 | $35M | 332k | 105.43 |
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| Microsoft Corporation (MSFT) | 2.0 | $20M | 53k | 376.04 |
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| Weyerhaeuser Company (WY) | 1.9 | $19M | 554k | 34.77 |
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| Franklin Resources (BEN) | 1.8 | $18M | 599k | 29.79 |
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| Janus Detroit Str Tr Hendrson Aaa CL (JAAA) | 1.6 | $16M | +29% | 318k | 50.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $15M | 36k | 409.51 |
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| Regeneron Pharmaceuticals (REGN) | 1.4 | $14M | 16k | 878.26 |
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| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 1.2 | $13M | 306k | 41.32 |
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| CBOE Holdings (CBOE) | 1.2 | $13M | 70k | 178.56 |
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| Goldman Sachs (GS) | 1.1 | $11M | 29k | 385.79 |
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| UnitedHealth (UNH) | 1.1 | $11M | 20k | 526.48 |
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| International Business Machines (IBM) | 1.0 | $9.7M | 59k | 163.55 |
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| Barclays Adr (BCS) | 0.9 | $9.3M | 1.2M | 7.88 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.9 | $9.0M | -25% | 90k | 100.27 |
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| MercadoLibre (MELI) | 0.9 | $8.6M | 5.5k | 1571.45 |
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| Applied Materials (AMAT) | 0.9 | $8.6M | 53k | 162.06 |
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| Cameco Corporation (CCJ) | 0.9 | $8.6M | 200k | 43.10 |
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| Axon Enterprise (AXON) | 0.7 | $7.0M | 27k | 258.32 |
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| Freeport-mcmoran CL B (FCX) | 0.7 | $6.9M | 162k | 42.57 |
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| Vanguard Index Fds S&p 500 Etf SHS (VOO) | 0.6 | $6.3M | +2% | 14k | 436.83 |
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| American Centy Tr Us Sml Cp Valu Etf (AVUV) | 0.6 | $6.3M | -15% | 70k | 89.80 |
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| American Centy Tr Us Large Cap Vlu Etf (AVLV) | 0.6 | $5.8M | +9% | 101k | 57.76 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $5.6M | 12k | 460.69 |
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| Trane Technologies SHS (TT) | 0.5 | $5.5M | 23k | 243.89 |
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| Docusign (DOCU) | 0.5 | $5.5M | +7% | 93k | 59.45 |
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| Blackstone Group Cl A (BX) | 0.5 | $5.3M | 41k | 130.92 |
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| Oshkosh Corporation (OSK) | 0.5 | $5.3M | 49k | 108.40 |
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| Paypal Holdings (PYPL) | 0.5 | $4.9M | +20% | 80k | 61.42 |
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| Bunge | 0.5 | $4.8M | 47k | 100.95 |
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| Spdr Dow Jones Indl Avrg Ut Ser 1 Etf (DIA) | 0.5 | $4.7M | +3% | 12k | 376.90 |
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| Prime Medicine (PRME) | 0.4 | $4.5M | +16% | 513k | 8.86 |
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| Cisco Systems (CSCO) | 0.4 | $4.5M | 89k | 50.52 |
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| Cigna Corp (CI) | 0.4 | $4.4M | -2% | 15k | 299.44 |
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| Hp (HPQ) | 0.4 | $4.2M | 140k | 30.09 |
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| Vanguard Star Fd Vg Tl Intl Stk F (VXUS) | 0.4 | $4.1M | 71k | 57.95 |
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| Guidewire Software (GWRE) | 0.4 | $4.1M | 37k | 109.04 |
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| Ford Mtr Co Del Com Par $0.01 (F) | 0.4 | $3.7M | +27% | 305k | 12.19 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $3.6M | 209k | 17.17 |
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| Terex Corporation (TEX) | 0.4 | $3.5M | 62k | 57.47 |
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| Pfizer (PFE) | 0.3 | $3.5M | 123k | 28.79 |
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| Piper Jaffray Companies (PIPR) | 0.3 | $3.5M | 20k | 174.85 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.3 | $3.5M | +56% | 75k | 45.95 |
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| Archer Daniels Midland Company (ADM) | 0.3 | $3.4M | 48k | 72.21 |
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| Intel Corporation (INTC) | 0.3 | $3.2M | -8% | 63k | 50.26 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $3.0M | 13k | 232.63 |
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| Virtu Finl Cl A (VIRT) | 0.3 | $3.0M | 147k | 20.26 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $3.0M | -16% | 27k | 108.26 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.9M | 14k | 213.30 |
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| America Movil Sab De Cv Spon Adr L SHS | 0.3 | $2.8M | 153k | 18.52 |
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| Camping World Hldgs Cl A (CWH) | 0.3 | $2.8M | 108k | 26.26 |
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| Centene Corporation (CNC) | 0.3 | $2.8M | 38k | 74.22 |
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| Arrow Electronics (ARW) | 0.3 | $2.8M | 23k | 122.26 |
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| General Motors Company (GM) | 0.3 | $2.7M | +55% | 76k | 35.92 |
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| Skyworks Solutions (SWKS) | 0.2 | $2.4M | 22k | 112.42 |
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| Popular Com New (BPOP) | 0.2 | $2.4M | 29k | 82.06 |
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| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.2 | $2.4M | +700% | 44k | 54.97 |
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| Intercontinental Exchange (ICE) | 0.2 | $2.4M | 19k | 128.42 |
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| Amazon (AMZN) | 0.2 | $2.4M | 16k | 151.96 |
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| Dow (DOW) | 0.2 | $2.3M | 43k | 54.83 |
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| Morgan Stanley Com New (MS) | 0.2 | $2.3M | 25k | 93.23 |
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| Select Sector Spdr Tr Sbi Int-finl Etf (XLF) | 0.2 | $2.3M | +4% | 60k | 37.59 |
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| Abbvie (ABBV) | 0.2 | $2.2M | 14k | 154.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.2M | 6.1k | 356.60 |
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| Regions Financial Corporation (RF) | 0.2 | $2.1M | 111k | 19.38 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.1M | -2% | 12k | 170.06 |
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| Western Digital (WDC) | 0.2 | $2.1M | -2% | 40k | 52.38 |
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| Invesco Exchng Traded Fd Tr Solar Etf (TAN) | 0.2 | $2.0M | 38k | 53.36 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.9M | 24k | 81.26 |
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| CVS Caremark Corporation (CVS) | 0.2 | $1.9M | 24k | 78.96 |
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| Allegion Plc Ord SHS (ALLE) | 0.2 | $1.9M | 15k | 126.68 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $1.8M | 31k | 57.64 |
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| Nasdaq Omx (NDAQ) | 0.2 | $1.7M | -22% | 30k | 58.13 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.7M | 8.4k | 200.69 |
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| Confluent (CFLT) | 0.2 | $1.7M | +57% | 71k | 23.41 |
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| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.2 | $1.6M | -15% | 33k | 50.25 |
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| Dupont De Nemours (DD) | 0.2 | $1.6M | 21k | 76.91 |
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| Verizon Communications (VZ) | 0.2 | $1.6M | -4% | 43k | 37.70 |
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| Broadcom (AVGO) | 0.2 | $1.6M | 1.4k | 1116.35 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.6M | 38k | 41.09 |
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| Ingersoll Rand (IR) | 0.2 | $1.5M | 20k | 77.32 |
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| Corteva (CTVA) | 0.2 | $1.5M | -23% | 32k | 47.93 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.5M | -4% | 3.2k | 477.62 |
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| Flextronics Intl Ord (FLEX) | 0.1 | $1.5M | 48k | 30.46 |
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| Synovus Finl Corp Com New (SNV) | 0.1 | $1.3M | 35k | 37.66 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $1.3M | 75k | 16.98 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | -2% | 13k | 99.97 |
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| Wolfspeed (WOLF) | 0.1 | $1.2M | 28k | 43.50 |
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| International Flavors & Fragrances (IFF) | 0.1 | $1.2M | 15k | 80.96 |
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| Facebook Cl A (META) | 0.1 | $1.2M | +5% | 3.4k | 354.11 |
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| eBay (EBAY) | 0.1 | $1.2M | 27k | 43.63 |
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| GSK Sponsored Adr (GSK) | 0.1 | $1.2M | 32k | 37.08 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | 2.0k | 596.75 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.2M | 12k | 100.99 |
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| Yandex N V Class A (YNDX) | 0.1 | $1.2M | 61k | 18.93 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.1M | 1.9k | 583.24 |
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| Procter & Gamble Company (PG) | 0.1 | $1.0M | 7.0k | 146.61 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.0M | 10k | 99.15 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $1.0M | 12k | 89.25 |
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| Alphabet Inc Cap Stk CL C (GOOG) | 0.1 | $1.0M | +2% | 7.2k | 140.88 |
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| Bank of America Corporation (BAC) | 0.1 | $993k | +9% | 30k | 33.67 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $993k | +28% | 16k | 60.41 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $985k | NEW | 20k | 49.91 |
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| Ishares Inc Msci Gbl Etf New (PICK) | 0.1 | $984k | -12% | 23k | 43.08 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $953k | 17k | 56.16 |
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| Alphabet Inc Cap Stk Cl A (GOOGL) | 0.1 | $936k | 6.7k | 139.64 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $934k | -11% | 5.3k | 174.84 |
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| Spdr Gold Tr Gold SHS (GLD) | 0.1 | $923k | 4.8k | 191.14 |
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| Costco Wholesale Corporation (COST) | 0.1 | $900k | 1.4k | 659.82 |
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| Nvent Electric SHS (NVT) | 0.1 | $890k | 15k | 59.09 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $877k | +2% | 3.2k | 277.09 |
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| Nextera Energy (NEE) | 0.1 | $875k | +3% | 14k | 60.77 |
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| Vanguard Whitehall Fds Inc High Div Yld (VYM) | 0.1 | $874k | +9% | 7.8k | 111.64 |
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| Qualcomm (QCOM) | 0.1 | $860k | -2% | 5.9k | 144.59 |
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| Kimco Realty Corporation (KIM) | 0.1 | $855k | -4% | 40k | 21.32 |
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| Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 0.1 | $854k | +2% | 37k | 23.05 |
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| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.1 | $845k | 17k | 49.36 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $844k | 16k | 52.98 |
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| Tilray Com Cl 2 (TLRY) | 0.1 | $818k | 356k | 2.30 |
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| McDonald's Corporation (MCD) | 0.1 | $811k | 2.7k | 296.63 |
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| Servicenow (NOW) | 0.1 | $804k | -57% | 1.1k | 706.50 |
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| American Tower Reit (AMT) | 0.1 | $774k | 3.6k | 215.90 |
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| Spdr Series Trust Portfolio Short Etf (SPSB) | 0.1 | $772k | +6% | 26k | 29.77 |
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| Ubs Group SHS (UBS) | 0.1 | $768k | -42% | 25k | 30.91 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $768k | +40% | 4.6k | 168.53 |
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| American Centy Tr International Lr Etf (AVIV) | 0.1 | $763k | -40% | 15k | 51.51 |
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| Pepsi (PEP) | 0.1 | $760k | 4.5k | 169.83 |
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| Ssga Active Tr Blkstn Gsosrln Etf (SRLN) | 0.1 | $755k | -5% | 18k | 41.94 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $730k | +2% | 7.0k | 104.06 |
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| Caterpillar (CAT) | 0.1 | $721k | -3% | 2.4k | 295.73 |
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| First Tr Nasdaq Aba Cmnty Bk Ut Etf (QABA) | 0.1 | $703k | +35% | 14k | 49.82 |
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| Smucker J M Com New (SJM) | 0.1 | $703k | +2% | 5.6k | 126.46 |
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| Match Group (MTCH) | 0.1 | $700k | 19k | 36.52 |
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| Adient Plc Ord SHS (ADNT) | 0.1 | $681k | 19k | 36.36 |
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| Home Depot (HD) | 0.1 | $668k | 1.9k | 346.47 |
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| Select Sector Spdr Tr Energy Etf (XLE) | 0.1 | $667k | -9% | 8.0k | 83.80 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $667k | +50% | 7.6k | 87.95 |
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| Uranium Energy (UEC) | 0.1 | $666k | 104k | 6.40 |
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| United Parcel Service CL B (UPS) | 0.1 | $660k | 4.2k | 157.18 |
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| salesforce (CRM) | 0.1 | $648k | +8% | 2.5k | 262.99 |
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| Vanguard Scottsdale Fds Shrt Trm Corp BD (VCSH) | 0.1 | $645k | -32% | 8.3k | 77.34 |
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| Kyndryl Hldgs Inc Common Stock (KD) | 0.1 | $633k | 30k | 20.79 |
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| Murphy Oil Corporation (MUR) | 0.1 | $622k | +4% | 15k | 42.69 |
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| Merck & Co (MRK) | 0.1 | $599k | -8% | 5.5k | 109.09 |
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| Matthews Asia Fds China Active Etf (MCH) | 0.1 | $595k | NEW | 31k | 19.05 |
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| Gilead Sciences (GILD) | 0.1 | $570k | 7.0k | 81.08 |
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| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.1 | $561k | NEW | 20k | 28.29 |
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| Select Sector Spdr Tr Sbi Healthcare Etf (XLV) | 0.1 | $540k | 4.0k | 136.40 |
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| Vanguard Index Fds Reit Etf (VNQ) | 0.1 | $537k | -3% | 6.1k | 88.40 |
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| Pentair SHS (PNR) | 0.1 | $533k | -51% | 7.3k | 72.69 |
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| Tesla Motors (TSLA) | 0.1 | $526k | +30% | 2.1k | 248.35 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $525k | +4% | 6.2k | 84.08 |
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| Johnson & Johnson (JNJ) | 0.1 | $524k | 3.3k | 156.70 |
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| Safehold | 0.1 | $516k | 22k | 23.41 |
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| Accenture Plc Ireland Class A (ACN) | 0.1 | $507k | +3% | 1.4k | 350.62 |
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| Automatic Data Processing (ADP) | 0.0 | $494k | -2% | 2.1k | 232.80 |
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| Chevron Corporation (CVX) | 0.0 | $483k | -16% | 3.2k | 149.17 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $466k | 6.2k | 75.34 |
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| Brightview Holdings (BV) | 0.0 | $463k | 55k | 8.42 |
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| Iac Interactivecorp Com New (IAC) | 0.0 | $458k | 8.7k | 52.36 |
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| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $455k | 7.9k | 57.31 |
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| First Tr Exchange-traded Fd Risng Divd Achiv (RDVY) | 0.0 | $448k | -2% | 8.7k | 51.69 |
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| Union Pacific Corporation (UNP) | 0.0 | $439k | 1.8k | 245.53 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $436k | 15k | 28.52 |
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| Apptech Pmts Corp (APCX) | 0.0 | $430k | 216k | 1.99 |
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| State Street Corporation (STT) | 0.0 | $418k | +7% | 5.4k | 77.54 |
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| Ishares Inc Msci Jpn Etf New (EWJ) | 0.0 | $394k | NEW | 6.2k | 64.06 |
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| Amgen (AMGN) | 0.0 | $387k | -4% | 1.3k | 287.73 |
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| General Electric Com New (GE) | 0.0 | $386k | +2% | 3.0k | 127.73 |
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| Asml Holding N V N Y Registry SHS (ASML) | 0.0 | $380k | +8% | 502.00 | 756.97 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $379k | 8.1k | 47.06 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $372k | +2% | 8.5k | 43.81 |
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| Brookfield Infrastructure Co Com Sb Vtg Shs A (BIPC) | 0.0 | $368k | +33% | 10k | 35.30 |
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| Paysafe SHS (PSFE) | 0.0 | $365k | 29k | 12.80 |
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| Netflix (NFLX) | 0.0 | $359k | +8% | 737.00 | 487.11 |
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| Invesco T S&p500 Eql Wgt Etf (RSP) | 0.0 | $353k | 2.2k | 157.80 |
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| Visa Cl A (V) | 0.0 | $352k | -2% | 1.4k | 260.36 |
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| Disney Walt Com Disney (DIS) | 0.0 | $336k | 3.7k | 90.23 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $333k | +3% | 8.1k | 40.91 |
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| Haleon Ads (HLN) | 0.0 | $332k | 40k | 8.24 |
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| ConocoPhillips (COP) | 0.0 | $321k | +9% | 2.8k | 116.22 |
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| Select Sector Spdr Tr Sbi Materials Etf (XLB) | 0.0 | $307k | 3.6k | 85.44 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $302k | -3% | 7.1k | 42.59 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $290k | 204.00 | 1421.57 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $282k | +19% | 2.3k | 124.83 |
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| Viatris (VTRS) | 0.0 | $281k | 26k | 10.84 |
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| 3M Company (MMM) | 0.0 | $280k | 2.6k | 109.46 |
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| Allstate Corporation (ALL) | 0.0 | $274k | 2.0k | 140.15 |
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| Ishares Inc Msci Emrg CHN (EMXC) | 0.0 | $272k | -61% | 4.9k | 55.50 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $261k | 2.1k | 121.56 |
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| KLA-Tencor Corporation (KLAC) | 0.0 | $255k | -41% | 439.00 | 580.87 |
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| Sasol Sponsored Adr (SSL) | 0.0 | $249k | 25k | 9.96 |
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| Select Sector Spdr Tr Technology Etf (XLK) | 0.0 | $245k | -2% | 1.3k | 192.76 |
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| Lumos Pharma (LUMO) | 0.0 | $243k | 76k | 3.18 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $242k | +3% | 3.2k | 76.46 |
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| General Mills (GIS) | 0.0 | $242k | 3.7k | 65.23 |
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| Coca-Cola Company (KO) | 0.0 | $239k | +4% | 4.1k | 58.94 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $237k | 5.4k | 44.16 |
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| Cal Maine Foods Com New (CALM) | 0.0 | $227k | -8% | 3.9k | 57.48 |
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| Roper Industries (ROP) | 0.0 | $226k | -2% | 414.00 | 545.89 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $226k | +3% | 426.00 | 530.52 |
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| Ishares Tr U.s. Pfd Stk Etf (PFF) | 0.0 | $224k | -41% | 7.2k | 31.24 |
|
| Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf (VEA) | 0.0 | $222k | 4.6k | 47.96 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $221k | NEW | 1.3k | 170.52 |
|
| Live Nation Entertainment (LYV) | 0.0 | $216k | NEW | 2.3k | 93.79 |
|
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $214k | 14k | 15.01 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $214k | NEW | 471.00 | 454.35 |
|
| Prologis (PLD) | 0.0 | $212k | NEW | 1.6k | 133.42 |
|
| Deere & Company (DE) | 0.0 | $208k | -2% | 519.00 | 400.77 |
|
| American Express Company (AXP) | 0.0 | $206k | NEW | 1.1k | 187.10 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $203k | NEW | 1.6k | 126.88 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.0 | $202k | NEW | 3.9k | 51.44 |
|
| Anthem (ELV) | 0.0 | $202k | NEW | 428.00 | 471.96 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $201k | -53% | 5.0k | 40.20 |
|
| Annovis Bio (ANVS) | 0.0 | $192k | NEW | 10k | 18.69 |
|
| Nio Ads (NIO) | 0.0 | $191k | -7% | 21k | 9.06 |
|
| American Superconductor Corp Shs New (AMSC) | 0.0 | $160k | 14k | 11.14 |
|
|
| Pactiv Evergreen (PTVE) | 0.0 | $140k | 10k | 13.73 |
|
|
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $108k | +90% | 28k | 3.84 |
|
| Aurora Cannabis | 0.0 | $95k | 200k | 0.47 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $89k | -38% | 26k | 3.48 |
|
| Precigen (PGEN) | 0.0 | $67k | 50k | 1.34 |
|
|
| Medical Properties Trust (MPW) | 0.0 | $56k | NEW | 11k | 4.91 |
|
| Eos Energy Enterprises Cl A (EOSE) | 0.0 | $55k | 51k | 1.09 |
|
|
| Vimeo Inc Common Stock (VMEO) | 0.0 | $55k | 14k | 3.91 |
|
|
| Fuelcell Energy (FCEL) | 0.0 | $34k | 21k | 1.62 |
|
|
| Agenus Com New (AGEN) | 0.0 | $17k | -37% | 21k | 0.81 |
|
| Inovio Pharmaceuticals Com New | 0.0 | $16k | -13% | 31k | 0.52 |
|
| Arcimoto Com New (FUV) | 0.0 | $12k | 14k | 0.86 |
|
|
| Workhorse Group Com New (WKHS) | 0.0 | $11k | 31k | 0.35 |
|
Past Filings by Greenwich Wealth Management
SEC 13F filings are viewable for Greenwich Wealth Management going back to 2011
- Greenwich Wealth Management 2023 Q4 filed Feb. 1, 2024
- Greenwich Wealth Management 2023 Q3 filed Nov. 7, 2023
- Greenwich Wealth Management 2023 Q2 filed July 31, 2023
- Greenwich Wealth Management 2023 Q1 filed April 24, 2023
- Greenwich Wealth Management 2022 Q4 filed Feb. 6, 2023
- Greenwich Wealth Management 2022 Q3 filed Nov. 14, 2022
- Greenwich Wealth Management 2022 Q2 filed Aug. 8, 2022
- Greenwich Wealth Management 2022 Q1 filed May 11, 2022
- Greenwich Wealth Management 2021 Q4 filed Jan. 28, 2022
- Greenwich Wealth Management 2021 Q3 filed Oct. 19, 2021
- Greenwich Wealth Management 2021 Q2 filed July 27, 2021
- Greenwich Wealth Management 2021 Q1 filed May 6, 2021
- Greenwich Wealth Management 2020 Q4 restated filed Feb. 12, 2021
- Greenwich Wealth Management 2020 Q4 filed Feb. 11, 2021
- Greenwich Wealth Management 2020 Q3 filed Oct. 29, 2020
- Greenwich Wealth Management 2020 Q2 filed Aug. 11, 2020