Greenwich Wealth Management
Latest statistics and disclosures from Greenwich Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IBKR, NVDA, SPY, ORCL, AAPL, and represent 59.18% of Greenwich Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHW (+$5.6M), DJT (+$5.3M), GBTC, SGOV, VCRB, AVGO, VTI, KLAC, SPY, MEM.
- Started 12 new stock positions in VTI, VLY, BMY, RITM, CNH, BOXX, INKT, DE, SCHW, MA. SRE, ETN.
- Reduced shares in these 10 stocks: MS (-$12M), JAAA (-$11M), NVDA, MCH, , , APCX, IJR, JMBS, VOO.
- Sold out of its positions in APCX, ACA, FANG, HTZ, MCH, New York Community Ban, ME, USL.
- Greenwich Wealth Management was a net buyer of stock by $3.4M.
- Greenwich Wealth Management has $1.4B in assets under management (AUM), dropping by 5.60%.
- Central Index Key (CIK): 0001439805
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Portfolio Holdings for Greenwich Wealth Management
Greenwich Wealth Management holds 247 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Interactive Brokers Group In Cl A (IBKR) | 28.7 | $415M | 3.0M | 139.36 |
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| NVIDIA Corporation (NVDA) | 15.0 | $217M | 1.8M | 121.44 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.2 | $119M | 208k | 573.76 |
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| Oracle Corporation (ORCL) | 3.9 | $57M | 332k | 170.40 |
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| Apple (AAPL) | 3.3 | $48M | 207k | 233.00 |
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| Microsoft Corporation (MSFT) | 1.6 | $23M | 54k | 430.31 |
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| Weyerhaeuser Company (WY) | 1.3 | $19M | 555k | 33.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $18M | 37k | 488.08 |
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| Regeneron Pharmaceuticals (REGN) | 1.2 | $17M | 16k | 1051.29 |
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| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 1.1 | $16M | 306k | 51.16 |
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| Goldman Sachs (GS) | 1.0 | $14M | 29k | 495.12 |
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| Barclays Adr (BCS) | 1.0 | $14M | 1.2M | 12.15 |
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| CBOE Holdings (CBOE) | 1.0 | $14M | 70k | 204.87 |
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| International Business Machines (IBM) | 0.9 | $13M | 59k | 221.09 |
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| Franklin Resources (BEN) | 0.8 | $12M | 601k | 20.15 |
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| UnitedHealth (UNH) | 0.8 | $12M | 20k | 584.69 |
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| MercadoLibre (MELI) | 0.8 | $11M | 5.5k | 2052.00 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.8 | $11M | +33% | 111k | 100.72 |
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| Digital World Acquisition Co Class A (DJT) | 0.8 | $11M | +92% | 681k | 16.07 |
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| Axon Enterprise (AXON) | 0.7 | $11M | 27k | 399.59 |
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| Applied Materials (AMAT) | 0.7 | $11M | 53k | 202.06 |
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| Cameco Corporation (CCJ) | 0.7 | $9.6M | 200k | 47.76 |
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| Trane Technologies SHS (TT) | 0.6 | $8.9M | 23k | 388.73 |
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| Freeport-mcmoran CL B (FCX) | 0.6 | $8.1M | 162k | 49.92 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $8.0M | 216k | 37.20 |
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| Vanguard Index Fds S&p 500 Etf SHS (VOO) | 0.6 | $8.0M | 15k | 527.69 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $7.7M | 12k | 631.85 |
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| American Centy Tr Us Sml Cp Valu Etf (AVUV) | 0.5 | $7.5M | +2% | 78k | 95.95 |
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| American Centy Tr Us Large Cap Vlu Etf (AVLV) | 0.5 | $7.5M | +3% | 114k | 65.83 |
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| Guidewire Software (GWRE) | 0.5 | $6.8M | 37k | 182.93 |
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| Blackstone Group Cl A (BX) | 0.4 | $6.3M | 41k | 153.12 |
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| Janus Detroit Str Tr Hendrson Aaa CL (JAAA) | 0.4 | $6.3M | -63% | 123k | 50.88 |
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| Paypal Holdings (PYPL) | 0.4 | $6.3M | 80k | 78.02 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.4 | $6.1M | +99% | 1.1M | 5.63 |
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| Docusign (DOCU) | 0.4 | $5.8M | 94k | 62.09 |
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| Piper Jaffray Companies (PIPR) | 0.4 | $5.7M | 20k | 283.83 |
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| Spdr Dow Jones Indl Avrg Ut Ser 1 Etf (DIA) | 0.4 | $5.6M | +8% | 13k | 423.12 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $5.6M | NEW | 86k | 64.82 |
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| Cigna Corp (CI) | 0.4 | $5.1M | 15k | 346.43 |
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| Hp (HPQ) | 0.3 | $5.0M | 140k | 35.87 |
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| Oshkosh Corporation (OSK) | 0.3 | $5.0M | 50k | 100.22 |
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| Vanguard Star Fd Vg Tl Intl Stk F (VXUS) | 0.3 | $4.8M | 73k | 64.74 |
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| Cisco Systems (CSCO) | 0.3 | $4.7M | 88k | 53.22 |
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| Bunge (BG) | 0.3 | $4.6M | 48k | 96.63 |
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| Virtu Finl Cl A (VIRT) | 0.3 | $4.5M | 147k | 30.46 |
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| Pfizer (PFE) | 0.3 | $3.9M | +2% | 137k | 28.94 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $3.6M | +3% | 14k | 263.85 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.4M | +2% | 14k | 237.17 |
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| General Motors Company (GM) | 0.2 | $3.4M | 76k | 44.85 |
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| Ford Mtr Co Del Com Par $0.01 (F) | 0.2 | $3.4M | +4% | 318k | 10.56 |
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| Terex Corporation (TEX) | 0.2 | $3.3M | 62k | 52.91 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.2 | $3.3M | +299% | 41k | 79.19 |
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| Amazon (AMZN) | 0.2 | $3.1M | 17k | 186.32 |
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| Intercontinental Exchange (ICE) | 0.2 | $3.0M | 19k | 160.64 |
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| Select Sector Spdr Tr Sbi Int-finl Etf (XLF) | 0.2 | $3.0M | 66k | 45.31 |
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| Arrow Electronics (ARW) | 0.2 | $3.0M | 23k | 132.85 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.0M | 6.4k | 460.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.9M | -6% | 25k | 116.96 |
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| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.2 | $2.9M | 49k | 59.51 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $2.9M | 48k | 59.74 |
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| Centene Corporation (CNC) | 0.2 | $2.8M | 38k | 75.27 |
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| Prime Medicine (PRME) | 0.2 | $2.8M | +12% | 733k | 3.87 |
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| Popular Com New (BPOP) | 0.2 | $2.8M | 28k | 100.26 |
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| Abbvie (ABBV) | 0.2 | $2.8M | 14k | 197.51 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.2 | $2.8M | -5% | 60k | 46.65 |
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| Western Digital (WDC) | 0.2 | $2.7M | 40k | 68.28 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.7M | 13k | 210.87 |
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| Camping World Hldgs Cl A (CWH) | 0.2 | $2.6M | 108k | 24.22 |
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| Regions Financial Corporation (RF) | 0.2 | $2.6M | 110k | 23.33 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.5M | +18% | 2.8k | 885.84 |
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| America Movil Sab De Cv Spon Adr L SHS (AMX) | 0.2 | $2.5M | 153k | 16.36 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $2.4M | 31k | 77.61 |
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| Dow (DOW) | 0.2 | $2.3M | 43k | 54.62 |
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| Broadcom (AVGO) | 0.2 | $2.3M | +888% | 14k | 172.51 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $2.3M | +14% | 27k | 83.73 |
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| Nasdaq Omx (NDAQ) | 0.2 | $2.2M | 30k | 73.02 |
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| Allegion Plc Ord SHS (ALLE) | 0.2 | $2.2M | 15k | 145.77 |
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| Skyworks Solutions (SWKS) | 0.1 | $2.1M | 22k | 98.75 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.0M | -3% | 3.4k | 576.89 |
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| Ingersoll Rand (IR) | 0.1 | $2.0M | 20k | 98.17 |
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| Dupont De Nemours (DD) | 0.1 | $1.9M | 21k | 89.11 |
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| Verizon Communications (VZ) | 0.1 | $1.9M | 42k | 44.92 |
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| Facebook Cl A (META) | 0.1 | $1.9M | -3% | 3.3k | 572.35 |
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| Corteva (CTVA) | 0.1 | $1.9M | 32k | 58.79 |
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| eBay (EBAY) | 0.1 | $1.8M | 28k | 65.12 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.8M | 8.3k | 220.88 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.8M | 38k | 47.84 |
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| Alphabet Inc Cap Stk CL C (GOOG) | 0.1 | $1.7M | 10k | 167.17 |
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| Flextronics Intl Ord (FLEX) | 0.1 | $1.6M | 48k | 33.44 |
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| International Flavors & Fragrances (IFF) | 0.1 | $1.6M | 15k | 104.95 |
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| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $1.6M | 31k | 50.74 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.5M | +3% | 25k | 62.87 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $1.5M | 75k | 20.47 |
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| Intel Corporation (INTC) | 0.1 | $1.5M | 65k | 23.47 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.5M | 13k | 117.21 |
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| Synovus Finl Corp Com New (SNV) | 0.1 | $1.5M | 33k | 44.46 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.4M | 21k | 65.16 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.3M | +2% | 12k | 115.05 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.3M | -90% | 13k | 104.21 |
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| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.1 | $1.3M | +71% | 40k | 33.02 |
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| GSK Sponsored Adr (GSK) | 0.1 | $1.3M | 32k | 40.88 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.3M | 7.5k | 173.62 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.3M | 23k | 54.93 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.3M | +2% | 5.2k | 245.47 |
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| Invesco Exchng Traded Fd Tr Solar Etf (TAN) | 0.1 | $1.2M | -7% | 28k | 43.11 |
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| Alphabet Inc Cap Stk Cl A (GOOGL) | 0.1 | $1.2M | -3% | 7.2k | 165.90 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $1.2M | -2% | 17k | 67.01 |
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| Nebius Group Shs Class A (YNDX) | 0.1 | $1.2M | 61k | 18.93 |
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| Nextera Energy (NEE) | 0.1 | $1.2M | 14k | 84.51 |
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| Spdr Gold Tr Gold SHS (GLD) | 0.1 | $1.1M | 4.7k | 243.16 |
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| Vanguard Index Fds Total Stk MKT (VTI) | 0.1 | $1.1M | NEW | 4.0k | 283.06 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | 6.4k | 173.21 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $1.1M | -2% | 11k | 98.78 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | 27k | 39.67 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.1M | 17k | 63.00 |
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| Spdr Series Trust Portfolio Short Etf (SPSB) | 0.1 | $1.1M | +34% | 35k | 30.29 |
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| KLA-Tencor Corporation (KLAC) | 0.1 | $1.1M | +260% | 1.4k | 774.31 |
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| Confluent (CFLT) | 0.1 | $1.1M | -9% | 52k | 20.38 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | 17k | 62.30 |
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| Servicenow (NOW) | 0.1 | $1.1M | +3% | 1.2k | 894.56 |
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| Vanguard Whitehall Fds Inc High Div Yld (VYM) | 0.1 | $1.0M | 8.1k | 128.18 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.0M | 2.0k | 518.05 |
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| Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 0.1 | $1.0M | +3% | 36k | 27.75 |
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| Costco Wholesale Corporation (COST) | 0.1 | $959k | +3% | 1.1k | 887.14 |
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| Caterpillar (CAT) | 0.1 | $944k | +2% | 2.4k | 391.21 |
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| Kimco Realty Corporation (KIM) | 0.1 | $925k | -2% | 40k | 23.21 |
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| Select Sector Spdr Tr Energy Etf (XLE) | 0.1 | $887k | +31% | 10k | 87.81 |
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| Brightview Holdings (BV) | 0.1 | $866k | 55k | 15.75 |
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| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.1 | $856k | 17k | 50.30 |
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| American Tower Reit (AMT) | 0.1 | $839k | 3.6k | 232.67 |
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| Ishares Inc Msci Gbl Etf New (PICK) | 0.1 | $820k | -4% | 19k | 43.19 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $782k | 13k | 61.23 |
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| Ubs Group SHS (UBS) | 0.1 | $768k | 25k | 30.91 |
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| Match Group (MTCH) | 0.1 | $753k | 20k | 37.82 |
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| McDonald's Corporation (MCD) | 0.1 | $749k | +6% | 2.5k | 304.72 |
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| Home Depot (HD) | 0.1 | $735k | 1.8k | 405.18 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $733k | +7% | 6.1k | 121.12 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $732k | -6% | 3.6k | 200.93 |
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| salesforce (CRM) | 0.1 | $731k | +4% | 2.7k | 273.68 |
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| American Centy Tr International Lr Etf (AVIV) | 0.1 | $728k | 13k | 56.13 |
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| Pepsi (PEP) | 0.1 | $726k | 4.3k | 169.94 |
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| Pentair SHS (PNR) | 0.0 | $719k | 7.4k | 97.76 |
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| First Tr Nasdaq Aba Cmnty Bk Ut Etf (QABA) | 0.0 | $702k | 13k | 52.91 |
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| Ishares Inc Msci Jpn Etf New (EWJ) | 0.0 | $679k | -2% | 9.5k | 71.50 |
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| Uranium Energy (UEC) | 0.0 | $651k | 105k | 6.21 |
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| Smucker J M Com New (SJM) | 0.0 | $648k | 5.3k | 121.19 |
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| Kyndryl Hldgs Inc Common Stock (KD) | 0.0 | $645k | 28k | 22.98 |
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| Paysafe SHS (PSFE) | 0.0 | $640k | 29k | 22.45 |
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| Ssga Active Tr Blkstn Gsosrln Etf (SRLN) | 0.0 | $627k | 15k | 41.78 |
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| Tilray Com Cl 2 (TLRY) | 0.0 | $624k | 355k | 1.76 |
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| Select Sector Spdr Tr Sbi Healthcare Etf (XLV) | 0.0 | $608k | +6% | 3.9k | 154.08 |
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| Tesla Motors (TSLA) | 0.0 | $600k | -15% | 2.3k | 261.55 |
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| General Electric Com New (GE) | 0.0 | $600k | -3% | 3.2k | 188.50 |
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| Vanguard Index Fds Reit Etf (VNQ) | 0.0 | $598k | 6.1k | 97.49 |
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| Gilead Sciences (GILD) | 0.0 | $583k | -9% | 7.0k | 83.80 |
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| Safehold (SAFE) | 0.0 | $578k | 22k | 26.22 |
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| United Parcel Service CL B (UPS) | 0.0 | $576k | 4.2k | 136.36 |
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| Adient Plc Ord SHS (ADNT) | 0.0 | $576k | +9% | 26k | 22.58 |
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| Colgate-Palmolive Company (CL) | 0.0 | $575k | 5.5k | 103.73 |
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| Merck & Co (MRK) | 0.0 | $566k | -5% | 5.0k | 113.52 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $561k | -4% | 5.3k | 106.03 |
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| Asml Holding N V N Y Registry SHS (ASML) | 0.0 | $550k | +6% | 660.00 | 833.33 |
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| Accenture Plc Ireland Class A (ACN) | 0.0 | $548k | 1.5k | 353.78 |
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| Invesco T S&p500 Eql Wgt Etf (RSP) | 0.0 | $542k | +8% | 3.0k | 179.06 |
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| Automatic Data Processing (ADP) | 0.0 | $531k | +6% | 1.9k | 276.85 |
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| Murphy Oil Corporation (MUR) | 0.0 | $528k | +14% | 16k | 33.73 |
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| First Tr Exchange-traded Fd Risng Divd Achiv (RDVY) | 0.0 | $526k | +10% | 8.9k | 59.18 |
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| Johnson & Johnson (JNJ) | 0.0 | $520k | 3.2k | 162.04 |
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| Iac Interactivecorp Com New (IAC) | 0.0 | $519k | 9.6k | 53.87 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $517k | 6.2k | 83.59 |
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| Union Pacific Corporation (UNP) | 0.0 | $515k | +11% | 2.1k | 246.41 |
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| Nvent Electric SHS (NVT) | 0.0 | $511k | 7.3k | 70.26 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $491k | 15k | 32.12 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $479k | +10% | 6.1k | 78.33 |
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| State Street Corporation (STT) | 0.0 | $464k | 5.2k | 88.55 |
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| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $453k | 7.9k | 57.06 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $438k | 8.1k | 54.38 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $432k | -9% | 235.00 | 1838.30 |
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| Ge Vernova (GEV) | 0.0 | $427k | -2% | 1.7k | 255.08 |
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| Netflix (NFLX) | 0.0 | $425k | -5% | 599.00 | 709.52 |
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| Haleon Ads (HLN) | 0.0 | $421k | 40k | 10.58 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $412k | -4% | 1.1k | 375.57 |
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| Chevron Corporation (CVX) | 0.0 | $410k | -2% | 2.8k | 147.16 |
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| Amgen (AMGN) | 0.0 | $390k | -11% | 1.2k | 322.31 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $382k | -6% | 9.1k | 41.82 |
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| 3M Company (MMM) | 0.0 | $381k | +6% | 2.8k | 136.76 |
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| Allstate Corporation (ALL) | 0.0 | $371k | 2.0k | 189.77 |
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| Disney Walt Com Disney (DIS) | 0.0 | $369k | -5% | 3.8k | 96.19 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $363k | +11% | 254.00 | 1429.13 |
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| Nextracker Class A Com (NXT) | 0.0 | $356k | +12% | 9.5k | 37.48 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $351k | 2.9k | 119.80 |
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| Visa Cl A (V) | 0.0 | $347k | 1.3k | 274.96 |
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| Select Sector Spdr Tr Sbi Materials Etf (XLB) | 0.0 | $346k | 3.6k | 96.30 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $333k | +16% | 2.3k | 141.94 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $333k | 7.1k | 46.96 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $329k | 531.00 | 619.59 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $325k | NEW | 3.0k | 108.95 |
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| Brookfield Infrastructure Co Com Sb Vtg Shs A (BIPC) | 0.0 | $311k | -11% | 7.2k | 43.47 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $306k | +6% | 523.00 | 585.09 |
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| Ishares Inc Msci Emrg CHN (EMXC) | 0.0 | $300k | 4.9k | 61.20 |
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| Lumos Pharma (LUMO) | 0.0 | $295k | 76k | 3.86 |
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| Roper Industries (ROP) | 0.0 | $294k | 529.00 | 555.77 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $291k | 2.0k | 142.16 |
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| Viatris (VTRS) | 0.0 | $288k | +12% | 25k | 11.62 |
|
| American Express Company (AXP) | 0.0 | $282k | 1.0k | 271.68 |
|
|
| American Superconductor Corp Shs New (AMSC) | 0.0 | $281k | 12k | 23.57 |
|
|
| Select Sector Spdr Tr Technology Etf (XLK) | 0.0 | $280k | 1.2k | 225.44 |
|
|
| General Mills (GIS) | 0.0 | $275k | 3.7k | 73.96 |
|
|
| Wolfspeed (WOLF) | 0.0 | $273k | 28k | 9.71 |
|
|
| Coca-Cola Company (KO) | 0.0 | $270k | -10% | 3.8k | 71.87 |
|
| Ishares Tr U.s. Pfd Stk Etf (PFF) | 0.0 | $262k | +2% | 7.9k | 33.29 |
|
| Lowe's Companies (LOW) | 0.0 | $259k | 958.00 | 270.35 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $255k | -2% | 3.2k | 80.47 |
|
| Advanced Micro Devices (AMD) | 0.0 | $252k | +5% | 1.5k | 164.38 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $250k | -17% | 283.00 | 883.39 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $249k | 5.4k | 46.39 |
|
|
| Honeywell International (HON) | 0.0 | $240k | -2% | 1.2k | 206.72 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $238k | 4.7k | 50.70 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $235k | -10% | 1.1k | 206.14 |
|
| Eaton Corp SHS (ETN) | 0.0 | $227k | NEW | 685.00 | 331.39 |
|
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.0 | $227k | 2.5k | 91.90 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $226k | 5.4k | 42.02 |
|
|
| ConocoPhillips (COP) | 0.0 | $225k | -17% | 2.1k | 105.09 |
|
| Mastercard Cl A (MA) | 0.0 | $224k | NEW | 454.00 | 493.39 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $224k | NEW | 4.3k | 51.73 |
|
| Deere & Company (DE) | 0.0 | $224k | NEW | 537.00 | 417.13 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $222k | 4.9k | 45.77 |
|
|
| Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf (VEA) | 0.0 | $218k | 4.1k | 52.77 |
|
|
| Finwise Bancorp (FINW) | 0.0 | $218k | 14k | 15.57 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $216k | +8% | 265.00 | 815.09 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $209k | 746.00 | 280.16 |
|
|
| Sempra Energy (SRE) | 0.0 | $208k | NEW | 2.5k | 83.57 |
|
| Nio Ads (NIO) | 0.0 | $205k | +5% | 31k | 6.67 |
|
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $197k | 14k | 13.82 |
|
|
| Sasol Sponsored Adr (SSL) | 0.0 | $169k | 25k | 6.76 |
|
|
| Annovis Bio (ANVS) | 0.0 | $133k | +9% | 17k | 8.07 |
|
| Eos Energy Enterprises Cl A (EOSE) | 0.0 | $124k | 42k | 2.96 |
|
|
| Cnh Indl N V SHS (CNH) | 0.0 | $120k | NEW | 11k | 11.12 |
|
| New Residential Invt Corp Com New (RITM) | 0.0 | $118k | NEW | 10k | 11.32 |
|
| Aurora Cannabis (ACB) | 0.0 | $118k | 20k | 5.90 |
|
|
| Valley National Ban (VLY) | 0.0 | $95k | NEW | 10k | 9.09 |
|
| Eyepoint Pharmaceuticals Com New (EYPT) | 0.0 | $93k | +8% | 12k | 7.95 |
|
| Vimeo Inc Common Stock (VMEO) | 0.0 | $71k | 14k | 5.04 |
|
|
| Precigen (PGEN) | 0.0 | $47k | 50k | 0.94 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $34k | +5% | 25k | 1.35 |
|
| Fuelcell Energy (FCEL) | 0.0 | $10k | 27k | 0.37 |
|
|
| Mink Therapeutics (INKT) | 0.0 | $8.0k | NEW | 11k | 0.74 |
|
Past Filings by Greenwich Wealth Management
SEC 13F filings are viewable for Greenwich Wealth Management going back to 2011
- Greenwich Wealth Management 2024 Q3 filed Oct. 29, 2024
- Greenwich Wealth Management 2024 Q2 filed Aug. 9, 2024
- Greenwich Wealth Management 2024 Q1 filed May 13, 2024
- 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