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, SCHW, and represent 52.18% of Greenwich Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHW (+$30M), FUTU (+$26M), META (+$19M), NG (+$16M), THM (+$12M), BLLN (+$8.6M), UYLD (+$6.4M), PAYC (+$5.1M), VO, MKTX.
- Started 24 new stock positions in ADT, AGNC, ELV, XOVR, FIX, AMD, AIQ, MRVL, CRWD, FRSH. UPST, NUE, PAYC, AEP, MKTX, PANW, MPC, QCOM, ARM, BLLN, TIGR, DAL, SCCO, AVPT.
- Reduced shares in these 10 stocks: HOOD (-$78M), SPY (-$75M), GBTC (-$28M), WYNN (-$25M), SGOV (-$12M), OPY (-$9.0M), ETOR (-$9.0M), USFR (-$5.6M), AUR, AAPL.
- Sold out of its positions in ALIT, AMP, ABR, ACB, AUR, Brookfield Infrastructure, CSX, CMI, DXC, Dupont De Nemours.
- Greenwich Wealth Management was a net seller of stock by $-111M.
- Greenwich Wealth Management has $2.7B in assets under management (AUM), dropping by 12.55%.
- Central Index Key (CIK): 0001439805
Tip: Access up to 7 years of quarterly data
Positions held by Greenwich Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Greenwich Wealth Management
Greenwich Wealth Management holds 296 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Interactive Brokers Group In Cl A (IBKR) | 31.5 | $864M | 9.9M | 87.04 |
|
|
| Newsmax Com Shs Class B (NMAX) | 6.9 | $189M | 23M | 8.28 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.7 | $183M | -28% | 245k | 746.77 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 5.1 | $141M | +22% | 1.5M | 93.74 |
|
| Charles Schwab Corporation (SCHW) | 2.0 | $55M | +114% | 601k | 92.27 |
|
| Alphabet Inc Cap Stk CL C (GOOG) | 1.8 | $50M | 141k | 353.33 |
|
|
| Apple (AAPL) | 1.6 | $43M | -2% | 150k | 289.36 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $40M | 54k | 736.41 |
|
|
| Applied Materials (AMAT) | 1.4 | $39M | 54k | 723.01 |
|
|
| Robinhood Mkts Cl A (HOOD) | 1.4 | $37M | -67% | 371k | 100.28 |
|
| International Tower Hill Mines (THM) | 1.2 | $32M | +60% | 16M | 1.99 |
|
| Piper Jaffray Companies | 1.1 | $30M | 421k | 72.34 |
|
|
| Sandisk Corp (SNDK) | 1.1 | $30M | 13k | 2273.74 |
|
|
| Novagold Res Com New (NG) | 1.0 | $28M | +134% | 4.7M | 5.97 |
|
| Oracle Corporation (ORCL) | 1.0 | $28M | 188k | 146.55 |
|
|
| NVIDIA Corporation (NVDA) | 1.0 | $27M | 136k | 200.09 |
|
|
| Cameco Corporation (CCJ) | 0.9 | $26M | +5% | 250k | 101.86 |
|
| Western Digital (WDC) | 0.9 | $25M | 40k | 638.73 |
|
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.9 | $25M | +8% | 478k | 51.21 |
|
| Ishares Silver Trust Ishares (SLV) | 0.9 | $24M | 440k | 53.47 |
|
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.8 | $23M | +39% | 442k | 51.01 |
|
| Paypal Holdings (PYPL) | 0.8 | $22M | +11% | 507k | 43.18 |
|
| Microsoft Corporation (MSFT) | 0.8 | $21M | 56k | 373.03 |
|
|
| Spdr Gold Tr Gold SHS (GLD) | 0.8 | $21M | 56k | 368.38 |
|
|
| Facebook Cl A (META) | 0.8 | $21M | +956% | 37k | 563.29 |
|
| Palantir Technologies Cl A (PLTR) | 0.7 | $19M | 161k | 116.67 |
|
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.7 | $18M | +15% | 398k | 46.05 |
|
| CBOE Holdings (CBOE) | 0.6 | $17M | 70k | 242.67 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.6 | $17M | 61k | 276.18 |
|
|
| International Business Machines (IBM) | 0.6 | $16M | 58k | 281.21 |
|
|
| Axon Enterprise (AXON) | 0.5 | $15M | 27k | 560.62 |
|
|
| American Centy Tr Us Large Cap Vlu Etf (AVLV) | 0.5 | $15M | 165k | 91.21 |
|
|
| Coinbase Global Cl A (COIN) | 0.5 | $15M | 100k | 146.19 |
|
|
| Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 0.5 | $14M | 285k | 47.74 |
|
|
| American Centy Tr Us Sml Cp Valu Etf (AVUV) | 0.5 | $13M | 107k | 124.76 |
|
|
| Weyerhaeuser Company (WY) | 0.5 | $13M | 554k | 23.94 |
|
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.5 | $13M | 269k | 48.86 |
|
|
| Ea Series Trust Astoria Us Equal (ROE) | 0.5 | $13M | +3% | 300k | 42.63 |
|
| Janus Detroit Str Tr Hendrson Aaa CL (JAAA) | 0.4 | $12M | +2% | 239k | 50.49 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $12M | 12k | 978.10 |
|
|
| Goldman Sachs (GS) | 0.4 | $11M | 11k | 1011.31 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $11M | +14% | 110k | 102.16 |
|
| Trane Technologies SHS (TT) | 0.4 | $11M | 23k | 491.16 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.4 | $10M | 163k | 62.89 |
|
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.4 | $10M | +10% | 491k | 20.78 |
|
| Vanguard Index Fds S&p 500 Etf SHS (VOO) | 0.4 | $10M | 15k | 686.82 |
|
|
| Cisco Systems (CSCO) | 0.4 | $10M | 86k | 117.46 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.4 | $10M | 16k | 623.52 |
|
|
| MercadoLibre (MELI) | 0.3 | $9.3M | 5.5k | 1697.45 |
|
|
| Virtu Finl Cl A (VIRT) | 0.3 | $8.8M | 147k | 59.57 |
|
|
| Billiontoone Cl A (BLLN) | 0.3 | $8.6M | NEW | 72k | 119.99 |
|
| Mp Materials Corp Cl A (MP) | 0.3 | $8.4M | 150k | 56.01 |
|
|
| UnitedHealth (UNH) | 0.3 | $8.3M | 20k | 415.61 |
|
|
| Etoro Group Shs Cl A (ETOR) | 0.3 | $8.0M | -52% | 203k | 39.47 |
|
| Flextronics Intl Ord (FLEX) | 0.3 | $7.8M | 48k | 162.08 |
|
|
| Intel Corporation (INTC) | 0.3 | $7.5M | -7% | 54k | 139.63 |
|
| Oshkosh Corporation (OSK) | 0.3 | $7.5M | 49k | 153.48 |
|
|
| Barclays Adr (BCS) | 0.3 | $7.3M | 272k | 26.86 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.2 | $6.9M | 77k | 89.20 |
|
|
| Spdr Dow Jones Indl Avrg Ut Ser 1 Etf (DIA) | 0.2 | $6.7M | 13k | 522.37 |
|
|
| Vanguard Star Fd Vg Tl Intl Stk F (VXUS) | 0.2 | $6.4M | 75k | 85.49 |
|
|
| General Motors Company (GM) | 0.2 | $5.8M | 76k | 77.08 |
|
|
| Docusign (DOCU) | 0.2 | $5.4M | +29% | 121k | 44.42 |
|
| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.2 | $5.3M | 116k | 45.26 |
|
|
| Broadcom (AVGO) | 0.2 | $5.2M | -11% | 14k | 377.74 |
|
| Paycom Software (PAYC) | 0.2 | $5.1M | NEW | 41k | 125.68 |
|
| Bunge (BG) | 0.2 | $5.0M | 47k | 106.72 |
|
|
| Blackstone Group Cl A (BX) | 0.2 | $4.8M | -2% | 41k | 117.68 |
|
| Franklin Resources (BEN) | 0.2 | $4.8M | 144k | 33.27 |
|
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.2 | $4.8M | -16% | 62k | 77.24 |
|
| Arrow Electronics (ARW) | 0.2 | $4.7M | 22k | 213.40 |
|
|
| Principal Exchange Traded Prin U S Small (PSC) | 0.2 | $4.6M | 66k | 70.13 |
|
|
| Guidewire Software (GWRE) | 0.2 | $4.6M | 38k | 123.04 |
|
|
| Popular Com New (BPOP) | 0.2 | $4.6M | 28k | 164.16 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $4.5M | +299% | 57k | 80.56 |
|
| Terex Corporation (TEX) | 0.2 | $4.5M | 62k | 72.40 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.2 | $4.4M | 30k | 146.09 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $4.4M | 14k | 303.09 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $4.3M | 13k | 327.36 |
|
|
| J P Morgan Exchange Traded F Flexible Debt Et (JFLX) | 0.1 | $4.1M | +52% | 81k | 50.40 |
|
| Cigna Corp (CI) | 0.1 | $4.0M | -2% | 15k | 275.69 |
|
| Amazon (AMZN) | 0.1 | $4.0M | -19% | 17k | 238.37 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $3.7M | 21k | 176.30 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $3.6M | 47k | 76.39 |
|
|
| Abbvie (ABBV) | 0.1 | $3.6M | 14k | 251.63 |
|
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $3.6M | 30k | 117.07 |
|
|
| Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) | 0.1 | $3.5M | -2% | 98k | 35.51 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $3.5M | 7.2k | 477.52 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $3.4M | -77% | 34k | 100.66 |
|
| Pfizer (PFE) | 0.1 | $3.4M | 140k | 24.08 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.3M | 23k | 148.32 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $3.3M | -2% | 2.8k | 1199.71 |
|
| Regions Financial Corporation (RF) | 0.1 | $3.3M | 109k | 30.20 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $3.3M | +10% | 6.5k | 500.38 |
|
| MarketAxess Holdings (MKTX) | 0.1 | $3.1M | NEW | 27k | 113.50 |
|
| eBay (EBAY) | 0.1 | $3.1M | 27k | 111.77 |
|
|
| Select Sector Spdr Tr Sbi Int-finl Etf (XLF) | 0.1 | $3.0M | 55k | 53.61 |
|
|
| Invesco T S&p500 Eql Wgt Etf (RSP) | 0.1 | $2.9M | 14k | 212.75 |
|
|
| Prime Medicine (PRME) | 0.1 | $2.8M | +2% | 768k | 3.69 |
|
| Nexgen Energy (NXE) | 0.1 | $2.8M | 300k | 9.39 |
|
|
| Corteva (CTVA) | 0.1 | $2.7M | 32k | 84.71 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $2.7M | 13k | 209.07 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $2.5M | -3% | 24k | 103.46 |
|
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $2.5M | -27% | 49k | 50.56 |
|
| Caterpillar (CAT) | 0.1 | $2.5M | -2% | 2.3k | 1065.05 |
|
| Centene Corporation (CNC) | 0.1 | $2.4M | -2% | 37k | 64.19 |
|
| Hecla Mining Company (HL) | 0.1 | $2.3M | 150k | 15.43 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.3M | 7.7k | 300.48 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.3M | 3.1k | 748.94 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $2.3M | 19k | 123.10 |
|
|
| Alphabet Inc Cap Stk Cl A (GOOGL) | 0.1 | $2.3M | -32% | 6.4k | 357.30 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $2.3M | 28k | 82.65 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.2M | 38k | 59.69 |
|
|
| Pan American Silver Corp Can (PAAS) | 0.1 | $2.2M | 49k | 44.80 |
|
|
| Allegion Plc Ord SHS (ALLE) | 0.1 | $2.1M | 15k | 140.49 |
|
|
| Nasdaq Omx (NDAQ) | 0.1 | $2.1M | -13% | 26k | 78.84 |
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $1.9M | 17k | 112.29 |
|
|
| America Movil Sab De Cv Spon Adr L SHS (AMX) | 0.1 | $1.9M | 73k | 25.99 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.9M | +48% | 2.0k | 935.50 |
|
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.1 | $1.8M | -13% | 24k | 76.40 |
|
| Tidal Trust Iii Fundstrat Granny (GRNJ) | 0.1 | $1.8M | +4% | 58k | 31.44 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $1.8M | 11k | 156.72 |
|
|
| Verizon Communications (VZ) | 0.1 | $1.8M | +6% | 42k | 42.34 |
|
| Pinnacle Financial Partners | 0.1 | $1.7M | 17k | 100.90 |
|
|
| Qnity Electronics Common Stock (Q) | 0.1 | $1.7M | 11k | 163.33 |
|
|
| First Majestic Silver Corp (AG) | 0.1 | $1.7M | 100k | 16.96 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $1.7M | 32k | 52.41 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.7M | +2% | 12k | 136.72 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.6M | -2% | 29k | 56.98 |
|
| Ingersoll Rand (IR) | 0.1 | $1.6M | 20k | 81.99 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.6M | +2% | 21k | 77.11 |
|
| Vanguard Whitehall Fds Inc High Div Yld (VYM) | 0.1 | $1.6M | 10k | 158.03 |
|
|
| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.1 | $1.5M | +2% | 48k | 31.98 |
|
| Vanguard Index Fds Total Stk MKT (VTI) | 0.1 | $1.5M | -2% | 4.0k | 369.94 |
|
| Skyworks Solutions (SWKS) | 0.1 | $1.5M | 22k | 67.82 |
|
|
| Micron Technology (MU) | 0.1 | $1.4M | +2% | 1.3k | 1154.03 |
|
| Hp (HPQ) | 0.1 | $1.4M | 65k | 21.94 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.4M | 17k | 83.72 |
|
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $1.4M | 7.9k | 173.51 |
|
|
| Brightsphere Investment Group (AAMI) | 0.0 | $1.3M | 19k | 71.51 |
|
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $1.3M | -7% | 8.2k | 158.29 |
|
| Dow (DOW) | 0.0 | $1.3M | -7% | 47k | 27.36 |
|
| Spdr Series Trust Portfolio Short Etf (SPSB) | 0.0 | $1.3M | +3% | 43k | 30.01 |
|
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.0 | $1.3M | NEW | 292k | 4.40 |
|
| First Tr Nasdq Cln Edge Etf (GRID) | 0.0 | $1.3M | +5% | 6.7k | 191.75 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $1.3M | -17% | 1.9k | 655.88 |
|
| Nvent Electric SHS (NVT) | 0.0 | $1.3M | +5% | 7.5k | 169.54 |
|
| Ishares Inc Msci Jpn Etf New (EWJ) | 0.0 | $1.2M | 13k | 93.27 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $1.2M | +5% | 4.0k | 303.04 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $1.2M | -2% | 15k | 79.22 |
|
| Smucker J M Com New (SJM) | 0.0 | $1.2M | +3% | 10k | 112.49 |
|
| Uranium Energy (UEC) | 0.0 | $1.2M | 108k | 10.66 |
|
|
| Ge Vernova (GEV) | 0.0 | $1.1M | -10% | 975.00 | 1174.36 |
|
| Johnson & Johnson (JNJ) | 0.0 | $1.1M | 4.5k | 254.03 |
|
|
| Nextera Energy (NEE) | 0.0 | $1.1M | -8% | 13k | 87.75 |
|
| Nextracker Class A Com (NXT) | 0.0 | $1.0M | 8.4k | 119.12 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $995k | +5% | 6.8k | 146.63 |
|
| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.0 | $989k | -8% | 18k | 56.46 |
|
| American Centy Tr International Lr Etf (AVIV) | 0.0 | $979k | 13k | 77.40 |
|
|
| Ford Mtr Co Del Com Par $0.01 (F) | 0.0 | $969k | -4% | 70k | 13.89 |
|
| Home Depot (HD) | 0.0 | $965k | -2% | 2.7k | 352.58 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $949k | -11% | 5.0k | 189.72 |
|
| General Electric Com New (GE) | 0.0 | $945k | 2.5k | 373.52 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $920k | +816% | 3.1k | 301.54 |
|
| Merck & Co (MRK) | 0.0 | $910k | -10% | 7.1k | 128.51 |
|
| Kimco Realty Corporation (KIM) | 0.0 | $857k | -2% | 34k | 25.34 |
|
| Match Group (MTCH) | 0.0 | $827k | 22k | 38.04 |
|
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $820k | -97% | 18k | 45.55 |
|
| Camping World Hldgs Cl A (CWH) | 0.0 | $820k | 108k | 7.63 |
|
|
| Tesla Motors (TSLA) | 0.0 | $818k | 1.9k | 420.57 |
|
|
| Gilead Sciences (GILD) | 0.0 | $817k | -5% | 6.5k | 126.33 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 0.0 | $793k | +6% | 29k | 27.66 |
|
| Select Sector Spdr Tr Energy Etf (XLE) | 0.0 | $788k | 15k | 53.09 |
|
|
| Brightview Holdings (BV) | 0.0 | $779k | 55k | 14.16 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $764k | -2% | 2.8k | 270.25 |
|
| Asml Holding N V N Y Registry SHS (ASML) | 0.0 | $759k | +4% | 381.00 | 1992.13 |
|
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $745k | -11% | 15k | 48.41 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $737k | +6% | 6.7k | 109.71 |
|
| First Tr Exchange-traded Fd Risng Divd Achiv (RDVY) | 0.0 | $721k | 8.9k | 81.09 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $710k | 4.5k | 156.91 |
|
|
| Impax Funds Series Trust I Impax Funds Series Trust I (BLDX) | 0.0 | $682k | 26k | 26.05 |
|
|
| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $680k | 7.9k | 85.65 |
|
|
| Select Sector Spdr Tr Sbi Healthcare Etf (XLV) | 0.0 | $679k | -5% | 4.3k | 158.64 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $648k | +126% | 14k | 44.99 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $642k | 6.2k | 103.80 |
|
|
| American Tower Reit (AMT) | 0.0 | $586k | -7% | 3.6k | 163.60 |
|
| Ishares Inc Msci Gbl Etf New (PICK) | 0.0 | $578k | -8% | 9.9k | 58.14 |
|
| Servicenow (NOW) | 0.0 | $577k | +5% | 5.8k | 99.21 |
|
| Select Sector Spdr Tr Sbi Materials Etf (XLB) | 0.0 | $577k | -6% | 11k | 50.81 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $576k | 15k | 37.93 |
|
|
| Pentair SHS (PNR) | 0.0 | $567k | 7.4k | 76.68 |
|
|
| Marvell Technology (MRVL) | 0.0 | $567k | NEW | 1.9k | 297.79 |
|
| Vanguard Index Fds Reit Etf (VNQ) | 0.0 | $565k | 5.9k | 96.45 |
|
|
| Allstate Corporation (ALL) | 0.0 | $561k | 2.4k | 238.01 |
|
|
| Murphy Oil Corporation (MUR) | 0.0 | $560k | -7% | 17k | 32.57 |
|
| Union Pacific Corporation (UNP) | 0.0 | $555k | +14% | 2.0k | 272.06 |
|
| Visa Cl A (V) | 0.0 | $553k | -28% | 1.6k | 343.05 |
|
| Select Sector Spdr Tr Technology Etf (XLK) | 0.0 | $545k | 2.9k | 190.49 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $536k | 8.1k | 66.55 |
|
|
| Adient Plc Ord SHS (ADNT) | 0.0 | $529k | -2% | 29k | 18.40 |
|
| Pepsi (PEP) | 0.0 | $528k | -5% | 3.9k | 135.38 |
|
| Amgen (AMGN) | 0.0 | $523k | 1.4k | 362.19 |
|
|
| Lam Research Corporation | 0.0 | $515k | -2% | 1.2k | 433.50 |
|
| United Parcel Service CL B (UPS) | 0.0 | $514k | +8% | 4.8k | 107.49 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $504k | -5% | 5.7k | 87.79 |
|
| Ssga Active Tr Blkstn Gsosrln Etf (SRLN) | 0.0 | $498k | 12k | 40.29 |
|
|
| Chevron Corporation (CVX) | 0.0 | $495k | -4% | 3.0k | 165.72 |
|
| Automatic Data Processing (ADP) | 0.0 | $484k | +20% | 2.2k | 223.76 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $480k | +13% | 3.2k | 152.33 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $478k | +12% | 230.00 | 2078.26 |
|
| First Tr Nasdaq Aba Cmnty Bk Ut Etf (QABA) | 0.0 | $471k | 7.0k | 67.34 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $465k | -6% | 5.1k | 91.73 |
|
| Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf (VEA) | 0.0 | $455k | -5% | 6.4k | 71.20 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $447k | +300% | 3.6k | 124.17 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $437k | +700% | 3.7k | 119.46 |
|
| Kyndryl Hldgs Inc Common Stock (KD) | 0.0 | $417k | 37k | 11.31 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $410k | +4% | 5.2k | 79.40 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $408k | -8% | 6.6k | 61.52 |
|
| Palo Alto Networks (PANW) | 0.0 | $405k | NEW | 1.2k | 341.20 |
|
| People Com New | 0.0 | $404k | 8.7k | 46.19 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $396k | NEW | 682.00 | 580.65 |
|
| 3M Company (MMM) | 0.0 | $384k | 2.4k | 161.89 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $381k | +6% | 1.9k | 205.17 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $380k | -8% | 5.2k | 73.67 |
|
| Wal-Mart Stores (WMT) | 0.0 | $379k | 3.3k | 113.34 |
|
|
| Quanta Services (PWR) | 0.0 | $377k | -3% | 523.00 | 720.84 |
|
| Disney Walt Com Disney (DIS) | 0.0 | $369k | 3.8k | 96.34 |
|
|
| Netflix (NFLX) | 0.0 | $362k | -4% | 5.1k | 71.41 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $348k | 6.4k | 54.55 |
|
|
| salesforce (CRM) | 0.0 | $345k | -4% | 2.2k | 156.60 |
|
| American Express Company (AXP) | 0.0 | $341k | +5% | 1.0k | 337.96 |
|
| Philip Morris International (PM) | 0.0 | $337k | 1.9k | 180.70 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $335k | +3% | 7.7k | 43.69 |
|
| Coca-Cola Company (KO) | 0.0 | $332k | +11% | 4.1k | 81.17 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $328k | -17% | 4.8k | 68.33 |
|
| Upstart Hldgs (UPST) | 0.0 | $322k | NEW | 9.1k | 35.42 |
|
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.0 | $321k | -10% | 3.5k | 91.71 |
|
| Comfort Systems USA (FIX) | 0.0 | $316k | NEW | 159.00 | 1987.42 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $316k | 4.1k | 76.79 |
|
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $307k | 6.9k | 44.82 |
|
|
| ConocoPhillips (COP) | 0.0 | $300k | 2.9k | 104.02 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $295k | NEW | 1.7k | 173.94 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $293k | -28% | 584.00 | 501.71 |
|
| Bny Mellon Etf Trust Ii Bny Mellon Etf Trust Ii (BKMI) | 0.0 | $285k | 11k | 26.45 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $284k | +13% | 8.5k | 33.29 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $283k | 4.7k | 60.29 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $282k | NEW | 370.00 | 762.16 |
|
| At&t (T) | 0.0 | $281k | +2% | 14k | 20.67 |
|
| Ishares Tr Usa Min Vol Etf (USMV) | 0.0 | $276k | -10% | 2.9k | 96.54 |
|
| Wells Fargo & Company (WFC) | 0.0 | $267k | 3.2k | 82.56 |
|
|
| Citigroup Com New (C) | 0.0 | $263k | -13% | 1.9k | 139.89 |
|
| Wisdomtree Tr European Opportu (OPPE) | 0.0 | $262k | -21% | 4.7k | 55.80 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $261k | NEW | 735.00 | 355.10 |
|
| Carrier Global Corporation (CARR) | 0.0 | $259k | -2% | 3.5k | 73.37 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $258k | -24% | 506.00 | 509.88 |
|
| Jinkosolar Hldg Sponsored Adr (JKS) | 0.0 | $257k | +46% | 15k | 16.78 |
|
| Wisdomtree Tr Japan Opportunit (OPPJ) | 0.0 | $254k | -12% | 4.4k | 57.75 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $251k | -42% | 842.00 | 298.10 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $251k | NEW | 2.7k | 93.48 |
|
| Accenture Plc Ireland Class A (ACN) | 0.0 | $250k | +16% | 2.0k | 124.25 |
|
| Energy Transfer Equity Com Ut Ltd Ptn (ET) | 0.0 | $249k | 13k | 19.10 |
|
|
| Nucor Corporation (NUE) | 0.0 | $247k | NEW | 1.1k | 222.92 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $246k | -28% | 2.5k | 96.51 |
|
| Viatris (VTRS) | 0.0 | $244k | -14% | 15k | 15.89 |
|
| Qualcomm (QCOM) | 0.0 | $242k | NEW | 1.3k | 184.73 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $241k | +2% | 9.8k | 24.59 |
|
| Eaton Corp SHS (ETN) | 0.0 | $236k | -4% | 553.00 | 426.76 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $235k | -26% | 4.1k | 57.73 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $233k | 4.1k | 56.69 |
|
|
| Boeing Company (BA) | 0.0 | $231k | -3% | 1.1k | 216.49 |
|
| Sempra Energy (SRE) | 0.0 | $230k | -3% | 2.5k | 92.70 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.0 | $230k | -17% | 4.5k | 50.58 |
|
| Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR) | 0.0 | $221k | NEW | 11k | 21.07 |
|
| American Electric Power Company (AEP) | 0.0 | $218k | NEW | 1.6k | 136.93 |
|
| Mastercard Cl A (MA) | 0.0 | $218k | 424.00 | 514.15 |
|
|
| Anthem (ELV) | 0.0 | $217k | NEW | 561.00 | 386.81 |
|
| Lowe's Companies (LOW) | 0.0 | $214k | 972.00 | 220.16 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $213k | NEW | 3.2k | 65.66 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $209k | -4% | 477.00 | 438.16 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $208k | 4.8k | 43.56 |
|
|
| Bny Mellon Etf Trust Ii Bny Mellon Etf Trust Ii (BMOP) | 0.0 | $206k | 8.2k | 25.17 |
|
|
| Cal Maine Foods Com New (CALM) | 0.0 | $205k | -25% | 2.5k | 80.58 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $202k | NEW | 789.00 | 256.02 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $175k | NEW | 16k | 10.92 |
|
| Safehold (SAFE) | 0.0 | $160k | -53% | 10k | 15.66 |
|
| Super Group Sghc Ord Shs (SGHC) | 0.0 | $156k | -4% | 12k | 13.53 |
|
| Freshworks Class A Com (FRSH) | 0.0 | $137k | NEW | 14k | 10.12 |
|
| Western Union Company (WU) | 0.0 | $116k | +4% | 15k | 7.73 |
|
| Avepoint Cl A (AVPT) | 0.0 | $115k | NEW | 10k | 11.18 |
|
| New Residential Invt Corp Com New (RITM) | 0.0 | $113k | -34% | 12k | 9.41 |
|
| Adt (ADT) | 0.0 | $97k | NEW | 15k | 6.49 |
|
| Annovis Bio (ANVS) | 0.0 | $90k | +2% | 48k | 1.86 |
|
| Nio Ads (NIO) | 0.0 | $89k | -6% | 18k | 5.07 |
|
| Agenus Com New | 0.0 | $37k | 12k | 3.08 |
|
|
| Inovio Pharmaceuticals Com New (INO) | 0.0 | $35k | +28% | 32k | 1.09 |
|
| Gopro Cl A (GPRO) | 0.0 | $15k | -17% | 20k | 0.76 |
|
Past Filings by Greenwich Wealth Management
SEC 13F filings are viewable for Greenwich Wealth Management going back to 2011
- Greenwich Wealth Management 2026 Q2 filed Aug. 12, 2026
- Greenwich Wealth Management 2026 Q1 filed May 12, 2026
- 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