Greenwich Wealth Management
Latest statistics and disclosures from Greenwich Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IBKR, NMAX, SPY, FUTU, GOOG, and represent 47.70% of Greenwich Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NMAX (+$176M), FUTU (+$34M), WYNN (+$30M), SLV (+$29M), TSLA (+$23M), GLD (+$21M), NG (+$19M), SCHW (+$14M), VNLA (+$9.6M), JSI (+$9.6M).
- Started 27 new stock positions in BA, WYNN, PGC, USMV, WELL, RITM, KO, TXN, NMAX, COPX.
- Reduced shares in these 10 stocks: IBKR (-$76M), NUE (-$34M), WBD (-$20M), MTSR, Tilray, USAR, AEM, AGI, MBB, MP.
- Sold out of its positions in AEM, AGI, CRWD, EYPT, TLT, IYE, MBB, PFF, JD, LFST. MP, MTSR, NUE, USAR, VMEO, WBD, XRX, ETN.
- Greenwich Wealth Management was a net buyer of stock by $300M.
- Greenwich Wealth Management has $2.2B in assets under management (AUM), dropping by 12.22%.
- Central Index Key (CIK): 0001439805
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Portfolio Holdings for Greenwich Wealth Management
Greenwich Wealth Management holds 286 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Interactive Brokers Group In Cl A (IBKR) | 26.5 | $591M | -11% | 9.2M | 64.31 |
|
| Newsmax Com Shs Class B (NMAX) | 7.9 | $176M | NEW | 23M | 7.73 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.5 | $167M | +3% | 245k | 681.92 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 3.7 | $83M | +68% | 508k | 164.21 |
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| Alphabet Inc Cap Stk CL C (GOOG) | 2.0 | $45M | 143k | 313.80 |
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| Apple (AAPL) | 1.9 | $42M | +3% | 155k | 271.86 |
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| Oracle Corporation (ORCL) | 1.6 | $36M | 187k | 194.91 |
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| Piper Jaffray Companies (PIPR) | 1.6 | $35M | 104k | 339.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $34M | +12% | 56k | 614.32 |
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| Charles Schwab Corporation (SCHW) | 1.5 | $33M | +72% | 328k | 99.91 |
|
| Wynn Resorts (WYNN) | 1.4 | $30M | NEW | 250k | 120.33 |
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| Palantir Technologies Cl A (PLTR) | 1.3 | $29M | 163k | 177.75 |
|
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| Ishares Silver Trust Ishares (SLV) | 1.3 | $29M | NEW | 443k | 64.42 |
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| Microsoft Corporation (MSFT) | 1.2 | $27M | 55k | 483.62 |
|
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| Goldman Sachs (GS) | 1.2 | $26M | 29k | 878.98 |
|
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| NVIDIA Corporation (NVDA) | 1.1 | $25M | 136k | 186.50 |
|
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 1.1 | $25M | 635k | 38.73 |
|
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| Tesla Motors (TSLA) | 1.1 | $23M | +3002% | 52k | 449.71 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 1.0 | $23M | +73% | 435k | 52.06 |
|
| Coinbase Global Cl A (COIN) | 1.0 | $23M | 100k | 226.14 |
|
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| Spdr Gold Tr Gold SHS (GLD) | 1.0 | $22M | +1387% | 57k | 396.30 |
|
| Cameco Corporation (CCJ) | 1.0 | $22M | +5% | 237k | 91.49 |
|
| Novagold Res Com New (NG) | 0.8 | $19M | NEW | 2.0M | 9.32 |
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.8 | $19M | +66% | 364k | 51.14 |
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| CBOE Holdings (CBOE) | 0.8 | $18M | 70k | 251.00 |
|
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.8 | $17M | +128% | 350k | 49.14 |
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| International Business Machines (IBM) | 0.8 | $17M | 58k | 296.21 |
|
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.7 | $16M | +23% | 349k | 46.29 |
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| Axon Enterprise (AXON) | 0.7 | $15M | 27k | 567.94 |
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| Applied Materials (AMAT) | 0.6 | $14M | 54k | 256.99 |
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| Janus Detroit Str Tr Hendrson Aaa CL (JAAA) | 0.6 | $13M | +48% | 264k | 50.58 |
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| Weyerhaeuser Company (WY) | 0.6 | $13M | 554k | 23.69 |
|
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| American Centy Tr Us Large Cap Vlu Etf (AVLV) | 0.6 | $13M | +27% | 173k | 75.77 |
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| Regeneron Pharmaceuticals (REGN) | 0.6 | $12M | 16k | 771.91 |
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| MercadoLibre (MELI) | 0.5 | $11M | 5.5k | 2014.31 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $11M | 12k | 878.98 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $10M | +42% | 102k | 100.38 |
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| Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 0.5 | $10M | +30% | 265k | 38.51 |
|
| American Centy Tr Us Sml Cp Valu Etf (AVUV) | 0.4 | $9.8M | +7% | 96k | 101.98 |
|
| Vanguard Index Fds S&p 500 Etf SHS (VOO) | 0.4 | $9.4M | 15k | 627.09 |
|
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| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 0.4 | $9.0M | 125k | 72.29 |
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| Trane Technologies SHS (TT) | 0.4 | $8.8M | 23k | 389.21 |
|
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| Freeport-mcmoran CL B (FCX) | 0.4 | $8.3M | 163k | 50.79 |
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| Angel Oak Funds Trust Income Etf (CARY) | 0.4 | $8.1M | +73% | 391k | 20.82 |
|
| Guidewire Software (GWRE) | 0.3 | $7.5M | 37k | 201.00 |
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| Paypal Holdings (PYPL) | 0.3 | $7.3M | +60% | 126k | 58.38 |
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| Franklin Resources (BEN) | 0.3 | $7.0M | 292k | 23.89 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.3 | $6.9M | +62% | 89k | 77.90 |
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| Barclays Adr (BCS) | 0.3 | $6.9M | 272k | 25.45 |
|
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| Ea Series Trust Astoria Us Equal (ROE) | 0.3 | $6.9M | +66% | 195k | 35.27 |
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| Western Digital (WDC) | 0.3 | $6.8M | 40k | 172.27 |
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| Cisco Systems (CSCO) | 0.3 | $6.6M | 86k | 77.03 |
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| UnitedHealth (UNH) | 0.3 | $6.6M | 20k | 330.10 |
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| Blackstone Group Cl A (BX) | 0.3 | $6.5M | 42k | 154.14 |
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| Docusign (DOCU) | 0.3 | $6.4M | 93k | 68.40 |
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| Spdr Dow Jones Indl Avrg Ut Ser 1 Etf (DIA) | 0.3 | $6.3M | 13k | 480.56 |
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| General Motors Company (GM) | 0.3 | $6.2M | 76k | 81.32 |
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| Oshkosh Corporation (OSK) | 0.3 | $6.2M | 49k | 125.62 |
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| Vanguard Star Fd Vg Tl Intl Stk F (VXUS) | 0.3 | $5.7M | 76k | 75.44 |
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| Robinhood Mkts Cl A (HOOD) | 0.2 | $5.5M | NEW | 49k | 113.10 |
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| Broadcom (AVGO) | 0.2 | $5.2M | +11% | 15k | 346.08 |
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| Global X Fds Global X Copper (COPX) | 0.2 | $5.2M | NEW | 73k | 71.79 |
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| Nebius Group Shs Class A (NBIS) | 0.2 | $5.1M | 61k | 83.70 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.2 | $4.9M | +25% | 60k | 82.32 |
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| Amazon (AMZN) | 0.2 | $4.9M | +35% | 21k | 230.81 |
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| Virtu Finl Cl A (VIRT) | 0.2 | $4.9M | 147k | 33.32 |
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| Ford Mtr Co Del Com Par $0.01 (F) | 0.2 | $4.7M | 358k | 13.12 |
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| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.2 | $4.4M | +15% | 124k | 35.81 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $4.4M | 87k | 50.32 |
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| Bunge (BG) | 0.2 | $4.3M | 48k | 89.09 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.2 | $4.2M | +24% | 56k | 75.57 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $4.2M | 13k | 322.22 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $4.1M | 14k | 290.22 |
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| Cigna Corp (CI) | 0.2 | $4.0M | 15k | 275.21 |
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| Aurora Innovation Class A Com (AUR) | 0.2 | $3.8M | 1.0M | 3.84 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.7M | -2% | 14k | 257.94 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $3.6M | 30k | 119.75 |
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| Pfizer (PFE) | 0.2 | $3.5M | +3% | 141k | 24.90 |
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| Popular Com New (BPOP) | 0.2 | $3.5M | 28k | 124.53 |
|
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| Select Sector Spdr Tr Sbi Int-finl Etf (XLF) | 0.2 | $3.4M | 62k | 54.77 |
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| Etoro Group Shs Cl A (ETOR) | 0.2 | $3.4M | NEW | 97k | 35.13 |
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| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.2 | $3.4M | 67k | 50.60 |
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| Terex Corporation (TEX) | 0.1 | $3.3M | 62k | 53.38 |
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| Abbvie (ABBV) | 0.1 | $3.2M | 14k | 228.51 |
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| America Movil Sab De Cv Spon Adr L SHS (AMX) | 0.1 | $3.2M | 153k | 20.67 |
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| Sandisk Corp (SNDK) | 0.1 | $3.2M | 13k | 237.38 |
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| Hp (HPQ) | 0.1 | $3.1M | 140k | 22.28 |
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| Intercontinental Exchange (ICE) | 0.1 | $3.1M | 19k | 161.98 |
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| Eli Lilly & Co. (LLY) | 0.1 | $3.0M | -2% | 2.8k | 1074.73 |
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| Nasdaq Omx (NDAQ) | 0.1 | $3.0M | 31k | 97.15 |
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| Regions Financial Corporation (RF) | 0.1 | $2.9M | 109k | 27.10 |
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| Alphabet Inc Cap Stk Cl A (GOOGL) | 0.1 | $2.9M | +40% | 9.4k | 313.01 |
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| Flextronics Intl Ord (FLEX) | 0.1 | $2.9M | 48k | 60.42 |
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| Hecla Mining Company (HL) | 0.1 | $2.9M | +68% | 150k | 19.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.9M | -2% | 5.7k | 502.62 |
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| Amphenol Corp Cl A (APH) | 0.1 | $2.8M | 21k | 135.15 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.8M | 23k | 120.17 |
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| Nexgen Energy (NXE) | 0.1 | $2.8M | +138% | 300k | 9.20 |
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| Vanguard Mun Bd Fds Short Tax Exempt (VSDM) | 0.1 | $2.8M | +26% | 36k | 76.46 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $2.7M | 48k | 57.50 |
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| Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) | 0.1 | $2.6M | +51% | 78k | 33.89 |
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| Invesco T S&p500 Eql Wgt Etf (RSP) | 0.1 | $2.6M | +4% | 14k | 191.55 |
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| Prime Medicine (PRME) | 0.1 | $2.6M | +2% | 740k | 3.47 |
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| Pan American Silver Corp Can (PAAS) | 0.1 | $2.5M | +80% | 49k | 51.82 |
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| Principal Exchange Traded Prin U S Small (PSC) | 0.1 | $2.5M | +65% | 43k | 57.73 |
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| Arrow Electronics (ARW) | 0.1 | $2.4M | 22k | 110.17 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $2.4M | 29k | 83.73 |
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| eBay (EBAY) | 0.1 | $2.4M | 28k | 87.10 |
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| Allegion Plc Ord SHS (ALLE) | 0.1 | $2.4M | 15k | 159.22 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.3M | 7.6k | 303.83 |
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| Morgan Stanley Com New (MS) | 0.1 | $2.3M | 13k | 177.54 |
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| Intel Corporation (INTC) | 0.1 | $2.2M | +5% | 60k | 36.90 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $2.2M | +33% | 48k | 45.68 |
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| Facebook Cl A (META) | 0.1 | $2.2M | +11% | 3.3k | 660.01 |
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| Corteva (CTVA) | 0.1 | $2.1M | 32k | 67.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.1M | +4% | 3.0k | 685.11 |
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| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.1 | $2.0M | -2% | 36k | 57.23 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.0M | 38k | 53.77 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $2.0M | +70% | 17k | 117.53 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $2.0M | -26% | 17k | 115.09 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.0M | 8.0k | 246.21 |
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| CVS Caremark Corporation (CVS) | 0.1 | $2.0M | +4% | 25k | 79.37 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $1.8M | -5% | 75k | 24.02 |
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| First Majestic Silver Corp (AG) | 0.1 | $1.7M | 100k | 16.66 |
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| Synovus Finl Corp Com New (SNV) | 0.1 | $1.7M | 33k | 50.04 |
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| Verizon Communications (VZ) | 0.1 | $1.6M | 40k | 40.72 |
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| Bank of America Corporation (BAC) | 0.1 | $1.6M | 29k | 55.02 |
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| Ingersoll Rand (IR) | 0.1 | $1.6M | 20k | 79.22 |
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| Centene Corporation (CNC) | 0.1 | $1.6M | 38k | 41.16 |
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| GSK Sponsored Adr (GSK) | 0.1 | $1.6M | 32k | 49.03 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.6M | 11k | 137.91 |
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| Vanguard Whitehall Fds Inc High Div Yld (VYM) | 0.1 | $1.4M | 9.9k | 143.55 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.4M | 12k | 120.34 |
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| Caterpillar (CAT) | 0.1 | $1.4M | 2.4k | 572.72 |
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| Vanguard Index Fds Total Stk MKT (VTI) | 0.1 | $1.4M | 4.1k | 335.28 |
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| Skyworks Solutions (SWKS) | 0.1 | $1.4M | 21k | 63.42 |
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| Ishares Inc Msci Jpn Etf New (EWJ) | 0.1 | $1.3M | 17k | 80.73 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.3M | 20k | 66.02 |
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| Spdr Series Trust Portfolio Short Etf (SPSB) | 0.1 | $1.3M | +2% | 43k | 30.20 |
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| Uranium Energy (UEC) | 0.1 | $1.3M | +2% | 107k | 11.68 |
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| Dow (DOW) | 0.1 | $1.2M | +3% | 53k | 23.39 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.2M | -2% | 17k | 73.55 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $1.2M | 8.1k | 144.14 |
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| Ubs Group SHS (UBS) | 0.1 | $1.2M | 25k | 46.32 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $1.1M | 9.4k | 121.89 |
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| Nextera Energy (NEE) | 0.0 | $1.1M | +9% | 14k | 80.25 |
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| Camping World Hldgs Cl A (CWH) | 0.0 | $1.0M | 108k | 9.73 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $1.0M | +21% | 5.7k | 183.47 |
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| International Flavors & Fragrances (IFF) | 0.0 | $1.0M | 15k | 67.39 |
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| Home Depot (HD) | 0.0 | $968k | +54% | 2.8k | 343.99 |
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| American Centy Tr International Lr Etf (AVIV) | 0.0 | $924k | 13k | 71.23 |
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| Procter & Gamble Company (PG) | 0.0 | $922k | 6.4k | 143.28 |
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| Johnson & Johnson (JNJ) | 0.0 | $914k | +9% | 4.4k | 206.97 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $894k | -8% | 2.5k | 360.05 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $871k | +12% | 3.4k | 252.90 |
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| Brightsphere Investment Group (AAMI) | 0.0 | $870k | 19k | 47.03 |
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| McDonald's Corporation (MCD) | 0.0 | $861k | +21% | 2.8k | 305.64 |
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| Costco Wholesale Corporation (COST) | 0.0 | $859k | 996.00 | 862.45 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $855k | NEW | 11k | 81.62 |
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| Smucker J M Com New (SJM) | 0.0 | $852k | +6% | 8.7k | 97.82 |
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| Kyndryl Hldgs Inc Common Stock (KD) | 0.0 | $850k | +21% | 32k | 26.55 |
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| Merck & Co (MRK) | 0.0 | $848k | -3% | 8.1k | 105.24 |
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| Dupont De Nemours (DD) | 0.0 | $846k | 21k | 40.19 |
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| Servicenow (NOW) | 0.0 | $839k | +411% | 5.5k | 153.27 |
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| Select Sector Spdr Tr Energy Etf (XLE) | 0.0 | $838k | +98% | 19k | 44.73 |
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| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $834k | 17k | 48.34 |
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| Gilead Sciences (GILD) | 0.0 | $799k | -3% | 6.5k | 122.72 |
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| General Electric Com New (GE) | 0.0 | $781k | -2% | 2.5k | 307.84 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $779k | -4% | 13k | 58.11 |
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| Pentair SHS (PNR) | 0.0 | $742k | 7.1k | 104.20 |
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| Nextracker Class A Com (NXT) | 0.0 | $736k | 8.4k | 87.15 |
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| Nvent Electric SHS (NVT) | 0.0 | $729k | 7.1k | 102.02 |
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| Kimco Realty Corporation (KIM) | 0.0 | $723k | -4% | 36k | 20.28 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $712k | 2.0k | 350.05 |
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| Select Sector Spdr Tr Sbi Healthcare Etf (XLV) | 0.0 | $708k | +32% | 4.6k | 154.79 |
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| Brightview Holdings (BV) | 0.0 | $697k | 55k | 12.67 |
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| Visa Cl A (V) | 0.0 | $696k | +38% | 2.0k | 350.98 |
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| Ge Vernova (GEV) | 0.0 | $695k | -4% | 1.1k | 653.20 |
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| American Tower Reit (AMT) | 0.0 | $682k | +8% | 3.9k | 175.68 |
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| State Street Corporation (STT) | 0.0 | $680k | 5.3k | 129.03 |
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| Match Group (MTCH) | 0.0 | $668k | 21k | 32.29 |
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| salesforce (CRM) | 0.0 | $644k | 2.4k | 264.91 |
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| Murphy Oil Corporation (MUR) | 0.0 | $643k | +2% | 21k | 31.24 |
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| First Tr Exchange-traded Fd Risng Divd Achiv (RDVY) | 0.0 | $618k | 8.9k | 69.52 |
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| Ishares Inc Msci Gbl Etf New (PICK) | 0.0 | $612k | -25% | 12k | 51.34 |
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| Adient Plc Ord SHS (ADNT) | 0.0 | $604k | 32k | 19.17 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $604k | -2% | 4.3k | 140.96 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $594k | 6.2k | 96.04 |
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| Pepsi (PEP) | 0.0 | $591k | 4.1k | 143.45 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $550k | 15k | 36.22 |
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| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $550k | 7.9k | 69.28 |
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| Vanguard Index Fds Reit Etf (VNQ) | 0.0 | $534k | 6.0k | 88.51 |
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| Netflix (NFLX) | 0.0 | $505k | +830% | 5.4k | 93.71 |
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| Ssga Active Tr Blkstn Gsosrln Etf (SRLN) | 0.0 | $503k | -17% | 12k | 41.29 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $496k | +48% | 5.8k | 86.26 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $494k | 8.1k | 61.34 |
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| United Parcel Service CL B (UPS) | 0.0 | $492k | +6% | 5.0k | 99.15 |
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| Amgen (AMGN) | 0.0 | $487k | +9% | 1.5k | 327.07 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $473k | +47% | 816.00 | 579.66 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $469k | +6% | 218.00 | 2151.38 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $459k | 9.2k | 49.70 |
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| Disney Walt Com Disney (DIS) | 0.0 | $438k | 3.9k | 113.68 |
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| KLA-Tencor Corporation (KLAC) | 0.0 | $431k | -12% | 355.00 | 1214.08 |
|
| Micron Technology (MU) | 0.0 | $427k | -9% | 1.5k | 285.81 |
|
| Allstate Corporation (ALL) | 0.0 | $426k | 2.0k | 208.31 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $426k | 900.00 | 473.33 |
|
|
| Chevron Corporation (CVX) | 0.0 | $425k | +16% | 2.8k | 152.55 |
|
| Asml Holding N V N Y Registry SHS (ASML) | 0.0 | $425k | -10% | 397.00 | 1070.53 |
|
| Accenture Plc Ireland Class A (ACN) | 0.0 | $421k | +4% | 1.6k | 268.15 |
|
| Peapack-Gladstone Financial (PGC) | 0.0 | $418k | NEW | 15k | 27.87 |
|
| Automatic Data Processing (ADP) | 0.0 | $415k | -3% | 1.6k | 257.13 |
|
| Union Pacific Corporation (UNP) | 0.0 | $413k | 1.8k | 231.63 |
|
|
| Select Sector Spdr Tr Technology Etf (XLK) | 0.0 | $412k | +100% | 2.9k | 144.06 |
|
| American Express Company (AXP) | 0.0 | $403k | +4% | 1.1k | 369.72 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $401k | 5.1k | 79.11 |
|
|
| First Tr Nasdaq Aba Cmnty Bk Ut Etf (QABA) | 0.0 | $396k | -48% | 7.0k | 56.62 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $388k | 2.8k | 139.02 |
|
|
| 3M Company (MMM) | 0.0 | $385k | 2.4k | 160.28 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $374k | +28% | 4.4k | 85.43 |
|
| First Tr Nasdq Cln Edge Etf (GRID) | 0.0 | $369k | +15% | 2.4k | 153.05 |
|
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.0 | $355k | -18% | 3.9k | 91.38 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $346k | +7% | 5.7k | 60.58 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $345k | 457.00 | 754.92 |
|
|
| Iac Interactivecorp Com New (IAC) | 0.0 | $342k | 8.7k | 39.10 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $330k | +30% | 683.00 | 483.16 |
|
| Select Sector Spdr Tr Sbi Materials Etf (XLB) | 0.0 | $330k | +100% | 7.3k | 45.42 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $322k | NEW | 6.0k | 53.95 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $320k | 4.1k | 77.76 |
|
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $320k | 7.0k | 45.77 |
|
|
| Tilray Com Cl 2 | 0.0 | $319k | -90% | 35k | 9.02 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $317k | +20% | 5.8k | 54.66 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $311k | 6.5k | 48.15 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $311k | +3% | 6.5k | 47.63 |
|
| Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf (VEA) | 0.0 | $304k | +5% | 4.9k | 62.56 |
|
| Safehold (SAFE) | 0.0 | $302k | 22k | 13.70 |
|
|
| At&t (T) | 0.0 | $300k | +54% | 12k | 24.86 |
|
| Philip Morris International (PM) | 0.0 | $299k | 1.9k | 160.32 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $297k | 3.2k | 93.28 |
|
|
| Citigroup Com New (C) | 0.0 | $287k | NEW | 2.5k | 116.67 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.0 | $286k | +13% | 5.5k | 51.78 |
|
| Jinkosolar Hldg Sponsored Adr (JKS) | 0.0 | $285k | -22% | 11k | 25.85 |
|
| Wisdomtree Tr European Opportu (OPPE) | 0.0 | $277k | +13% | 5.4k | 51.38 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $276k | -2% | 9.2k | 29.85 |
|
| Cummins (CMI) | 0.0 | $273k | NEW | 535.00 | 510.28 |
|
| ConocoPhillips (COP) | 0.0 | $271k | +23% | 2.9k | 93.77 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $266k | 4.7k | 56.67 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $262k | NEW | 1.5k | 173.62 |
|
| Viatris (VTRS) | 0.0 | $257k | -3% | 21k | 12.43 |
|
| CSX Corporation (CSX) | 0.0 | $256k | NEW | 7.1k | 36.26 |
|
| Edison International (EIX) | 0.0 | $253k | -3% | 4.2k | 60.07 |
|
| Coca-Cola Company (KO) | 0.0 | $253k | NEW | 3.6k | 69.89 |
|
| Lam Research Corporation | 0.0 | $248k | -17% | 1.4k | 171.15 |
|
| Paysafe SHS (PSFE) | 0.0 | $247k | +6% | 31k | 8.11 |
|
| Uber Technologies (UBER) | 0.0 | $245k | +9% | 3.0k | 81.80 |
|
| Honeywell International (HON) | 0.0 | $242k | NEW | 1.2k | 195.00 |
|
| Boeing Company (BA) | 0.0 | $238k | NEW | 1.1k | 216.76 |
|
| Mastercard Cl A (MA) | 0.0 | $236k | 414.00 | 570.05 |
|
|
| Brookfield Infrastructure Co Com Sb Vtg Shs A | 0.0 | $236k | -2% | 5.2k | 45.46 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $233k | -5% | 2.3k | 99.74 |
|
| Lowe's Companies (LOW) | 0.0 | $233k | 967.00 | 240.95 |
|
|
| Quanta Services (PWR) | 0.0 | $232k | NEW | 550.00 | 421.82 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $232k | -3% | 2.3k | 101.00 |
|
| Wec Energy Group (WEC) | 0.0 | $220k | NEW | 2.1k | 105.26 |
|
| Ameriprise Financial (AMP) | 0.0 | $220k | NEW | 448.00 | 491.07 |
|
| Sempra Energy (SRE) | 0.0 | $219k | 2.5k | 88.27 |
|
|
| Cal Maine Foods Com New (CALM) | 0.0 | $218k | NEW | 2.7k | 79.50 |
|
| Energy Transfer Equity Com Ut Ltd Ptn (ET) | 0.0 | $214k | 13k | 16.49 |
|
|
| Ishares Tr Usa Min Vol Etf (USMV) | 0.0 | $211k | NEW | 2.2k | 94.20 |
|
| FedEx Corporation (FDX) | 0.0 | $210k | NEW | 727.00 | 288.86 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $209k | NEW | 4.9k | 42.75 |
|
| Qualcomm (QCOM) | 0.0 | $207k | -17% | 1.2k | 171.22 |
|
| Globus Med Cl A (GMED) | 0.0 | $201k | NEW | 2.3k | 87.39 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $201k | NEW | 1.1k | 185.94 |
|
| Haleon Ads (HLN) | 0.0 | $198k | 20k | 10.13 |
|
|
| Dxc Technology (DXC) | 0.0 | $164k | +5% | 11k | 14.69 |
|
| New Residential Invt Corp Com New (RITM) | 0.0 | $155k | NEW | 14k | 10.88 |
|
| Western Union Company (WU) | 0.0 | $154k | +11% | 17k | 9.30 |
|
| Annovis Bio (ANVS) | 0.0 | $147k | -10% | 42k | 3.47 |
|
| Nio Ads (NIO) | 0.0 | $91k | 18k | 5.13 |
|
|
| Payoneer Global (PAYO) | 0.0 | $90k | +46% | 16k | 5.63 |
|
| Aurora Cannabis (ACB) | 0.0 | $84k | 20k | 4.20 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $83k | -7% | 12k | 7.15 |
|
| Playtika Hldg Corp (PLTK) | 0.0 | $65k | +32% | 16k | 3.97 |
|
| Inovio Pharmaceuticals Com New (INO) | 0.0 | $42k | +17% | 24k | 1.75 |
|
| Alight Cl A (ALIT) | 0.0 | $38k | +20% | 19k | 1.97 |
|
| Gopro Cl A (GPRO) | 0.0 | $19k | -4% | 14k | 1.38 |
|
Past Filings by Greenwich Wealth Management
SEC 13F filings are viewable for Greenwich Wealth Management going back to 2011
- Greenwich Wealth Management 2025 Q4 filed Feb. 10, 2026
- Greenwich Wealth Management 2025 Q3 filed Nov. 12, 2025
- Greenwich Wealth Management 2025 Q2 filed Aug. 13, 2025
- Greenwich Wealth Management 2025 Q1 filed May 12, 2025
- Greenwich Wealth Management 2024 Q4 filed Feb. 10, 2025
- 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