Greenwich Wealth Management
Latest statistics and disclosures from Greenwich Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IBKR, SPY, FUTU, NMAX, HOOD, and represent 51.53% of Greenwich Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FUTU (+$98M), HOOD (+$76M), SPY (+$65M), IBKR (+$50M), Piper Jaffray Companies (+$24M), THM (+$23M), PYPL (+$15M), ETOR (+$10M), STIP (+$9.9M), MP (+$7.2M).
- Started 32 new stock positions in BKMI, TPL, ABR, DAC, Pinnacle Financial Partners, CARR, ETN, PK, BLDX, GRNJ.
- Reduced shares in these 10 stocks: TSLA (-$19M), GS (-$15M), COPX (-$5.2M), SCHW, VNLA, BEN, F, VSDM, UYLD, OPY.
- Sold out of its positions in BITB, FDX, COPX, GMED, HPE, OGN, PGC, QCOM, SNV, VSDM. UBS.
- Greenwich Wealth Management was a net buyer of stock by $327M.
- Greenwich Wealth Management has $2.4B in assets under management (AUM), dropping by 9.49%.
- Central Index Key (CIK): 0001439805
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Portfolio Holdings for Greenwich Wealth Management
Greenwich Wealth Management holds 307 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Interactive Brokers Group In Cl A (IBKR) | 27.3 | $666M | +8% | 9.9M | 67.07 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.2 | $225M | +40% | 345k | 650.34 |
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| Futu Hldgs Spon Ads Cl A (FUTU) | 6.9 | $168M | +141% | 1.2M | 136.76 |
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| Newsmax Com Shs Class B (NMAX) | 4.9 | $119M | 23M | 5.22 |
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| Robinhood Mkts Cl A (HOOD) | 3.3 | $79M | +2238% | 1.1M | 69.30 |
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| Alphabet Inc Cap Stk CL C (GOOG) | 1.7 | $41M | 142k | 286.86 |
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| Apple (AAPL) | 1.6 | $39M | 154k | 253.79 |
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| Piper Jaffray Companies | 1.3 | $32M | +299% | 417k | 76.55 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $32M | -2% | 55k | 577.18 |
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| Ishares Silver Trust Ishares (SLV) | 1.2 | $30M | 441k | 68.14 |
|
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| Oracle Corporation (ORCL) | 1.1 | $28M | 187k | 147.11 |
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| Charles Schwab Corporation (SCHW) | 1.1 | $26M | -14% | 280k | 93.98 |
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| Cameco Corporation (CCJ) | 1.1 | $26M | 237k | 108.61 |
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| Wynn Resorts (WYNN) | 1.0 | $25M | 250k | 101.55 |
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| Spdr Gold Tr Gold SHS (GLD) | 1.0 | $24M | 57k | 430.29 |
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| NVIDIA Corporation (NVDA) | 1.0 | $24M | 135k | 174.40 |
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| Palantir Technologies Cl A (PLTR) | 1.0 | $24M | 160k | 146.28 |
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| International Tower Hill Mines (THM) | 0.9 | $23M | NEW | 10M | 2.30 |
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| Janus Detroit Str Tr Henderson Securi (JSI) | 0.9 | $23M | 441k | 51.55 |
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| Microsoft Corporation (MSFT) | 0.9 | $21M | 56k | 370.17 |
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| Paypal Holdings (PYPL) | 0.8 | $21M | +262% | 456k | 45.23 |
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| CBOE Holdings (CBOE) | 0.8 | $20M | 70k | 281.07 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.8 | $19M | 634k | 29.99 |
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| Applied Materials (AMAT) | 0.8 | $18M | 54k | 341.79 |
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| Novagold Res Com New (NG) | 0.7 | $18M | 2.0M | 8.98 |
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| Coinbase Global Cl A (COIN) | 0.7 | $18M | 100k | 174.61 |
|
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| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.7 | $16M | -12% | 317k | 51.03 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.7 | $16M | 346k | 46.07 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $15M | +49% | 153k | 100.66 |
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| International Business Machines (IBM) | 0.6 | $14M | 58k | 242.38 |
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| Weyerhaeuser Company (WY) | 0.6 | $14M | 554k | 24.43 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.5 | $13M | -23% | 269k | 48.86 |
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| American Centy Tr Us Large Cap Vlu Etf (AVLV) | 0.5 | $13M | -6% | 162k | 80.61 |
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| Etoro Group Shs Cl A (ETOR) | 0.5 | $13M | +345% | 430k | 30.03 |
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| Regeneron Pharmaceuticals (REGN) | 0.5 | $12M | 16k | 772.64 |
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| Janus Detroit Str Tr Hendrson Aaa CL (JAAA) | 0.5 | $12M | -11% | 233k | 50.37 |
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| American Centy Tr Us Sml Cp Valu Etf (AVUV) | 0.5 | $12M | +9% | 105k | 110.47 |
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| Axon Enterprise (AXON) | 0.5 | $11M | 27k | 424.69 |
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| Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 0.5 | $11M | +6% | 282k | 39.27 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $11M | 12k | 895.25 |
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| Western Digital (WDC) | 0.4 | $11M | 40k | 270.49 |
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| Ea Series Trust Astoria Us Equal (ROE) | 0.4 | $10M | +49% | 290k | 35.43 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $9.9M | NEW | 96k | 103.43 |
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| Freeport-mcmoran CL B (FCX) | 0.4 | $9.6M | 163k | 58.78 |
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| MercadoLibre (MELI) | 0.4 | $9.5M | 5.5k | 1729.09 |
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| Trane Technologies SHS (TT) | 0.4 | $9.5M | 23k | 416.75 |
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| Goldman Sachs (GS) | 0.4 | $9.4M | -61% | 11k | 845.99 |
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| Angel Oak Funds Trust Income Etf (CARY) | 0.4 | $9.2M | +13% | 445k | 20.77 |
|
| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 0.4 | $9.0M | -19% | 101k | 89.19 |
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| Vanguard Index Fds S&p 500 Etf SHS (VOO) | 0.4 | $8.8M | -2% | 15k | 597.54 |
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| Sandisk Corp (SNDK) | 0.3 | $8.4M | 13k | 635.31 |
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| Mp Materials Corp Cl A (MP) | 0.3 | $7.2M | NEW | 150k | 48.26 |
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| Oshkosh Corporation (OSK) | 0.3 | $7.2M | 49k | 147.21 |
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| Cisco Systems (CSCO) | 0.3 | $6.7M | 87k | 77.59 |
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| Virtu Finl Cl A (VIRT) | 0.3 | $6.5M | 147k | 43.98 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $6.4M | +26% | 76k | 84.84 |
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| Nebius Group Shs Class A (NBIS) | 0.3 | $6.3M | 61k | 103.75 |
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| Bunge (BG) | 0.2 | $6.0M | 47k | 127.19 |
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| Spdr Dow Jones Indl Avrg Ut Ser 1 Etf (DIA) | 0.2 | $6.0M | 13k | 463.17 |
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| Vanguard Star Fd Vg Tl Intl Stk F (VXUS) | 0.2 | $5.8M | 75k | 77.11 |
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| Barclays Adr (BCS) | 0.2 | $5.8M | 272k | 21.16 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.2 | $5.7M | -17% | 74k | 77.38 |
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| General Motors Company (GM) | 0.2 | $5.6M | 75k | 74.50 |
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| Guidewire Software (GWRE) | 0.2 | $5.6M | 38k | 149.57 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $5.6M | +27% | 111k | 50.34 |
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| UnitedHealth (UNH) | 0.2 | $5.4M | 20k | 270.60 |
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| Blackstone Group Cl A (BX) | 0.2 | $4.8M | 42k | 114.99 |
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| Broadcom (AVGO) | 0.2 | $4.8M | +2% | 16k | 309.49 |
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| Docusign (DOCU) | 0.2 | $4.4M | 93k | 47.41 |
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| Amazon (AMZN) | 0.2 | $4.4M | 21k | 208.26 |
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| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.2 | $4.3M | -6% | 116k | 37.14 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $4.1M | 14k | 287.16 |
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| Cigna Corp (CI) | 0.2 | $4.0M | +2% | 15k | 266.75 |
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| Pfizer (PFE) | 0.2 | $4.0M | 142k | 28.08 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $4.0M | 30k | 130.94 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $3.9M | 13k | 294.14 |
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| Principal Exchange Traded Prin U S Small (PSC) | 0.2 | $3.8M | +54% | 67k | 57.32 |
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| Popular Com New (BPOP) | 0.2 | $3.8M | 28k | 134.16 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.8M | 14k | 261.94 |
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| Terex Corporation (TEX) | 0.2 | $3.7M | 62k | 59.10 |
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| Aurora Innovation Class A Com (AUR) | 0.1 | $3.6M | -13% | 864k | 4.12 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $3.5M | +76% | 31k | 116.28 |
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| Nexgen Energy (NXE) | 0.1 | $3.5M | 300k | 11.60 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $3.5M | 48k | 72.69 |
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| Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) | 0.1 | $3.4M | +28% | 100k | 34.31 |
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| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $3.4M | 67k | 50.62 |
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| Franklin Resources (BEN) | 0.1 | $3.4M | -50% | 143k | 23.62 |
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| Arrow Electronics (ARW) | 0.1 | $3.2M | 22k | 143.42 |
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| Flextronics Intl Ord (FLEX) | 0.1 | $3.2M | 48k | 65.45 |
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| Abbvie (ABBV) | 0.1 | $3.1M | 14k | 217.48 |
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| Intercontinental Exchange (ICE) | 0.1 | $3.0M | 19k | 157.30 |
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| Regions Financial Corporation (RF) | 0.1 | $2.8M | 109k | 26.12 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.8M | +2% | 5.9k | 479.18 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.8M | -3% | 23k | 124.29 |
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| Hecla Mining Company (HL) | 0.1 | $2.8M | 150k | 18.63 |
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| Select Sector Spdr Tr Sbi Int-finl Etf (XLF) | 0.1 | $2.8M | -10% | 56k | 49.37 |
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| Alphabet Inc Cap Stk Cl A (GOOGL) | 0.1 | $2.7M | 9.4k | 287.59 |
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| Pan American Silver Corp Can (PAAS) | 0.1 | $2.7M | 49k | 54.63 |
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| Corteva (CTVA) | 0.1 | $2.7M | 32k | 83.71 |
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| J P Morgan Exchange Traded F Flexible Debt Et (JFLX) | 0.1 | $2.6M | NEW | 53k | 49.68 |
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| Amphenol Corp Cl A (APH) | 0.1 | $2.6M | 21k | 126.35 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.6M | 2.8k | 919.72 |
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| Prime Medicine (PRME) | 0.1 | $2.6M | 750k | 3.48 |
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| Invesco T S&p500 Eql Wgt Etf (RSP) | 0.1 | $2.6M | 14k | 191.89 |
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| Nasdaq Omx (NDAQ) | 0.1 | $2.6M | 30k | 84.88 |
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| Intel Corporation (INTC) | 0.1 | $2.6M | -2% | 58k | 44.12 |
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| eBay (EBAY) | 0.1 | $2.5M | 28k | 91.01 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.5M | -3% | 7.3k | 337.93 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $2.3M | -4% | 28k | 82.75 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $2.2M | 17k | 131.00 |
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| Allegion Plc Ord SHS (ALLE) | 0.1 | $2.2M | 15k | 145.28 |
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| First Majestic Silver Corp (AG) | 0.1 | $2.1M | 100k | 21.48 |
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| Dow (DOW) | 0.1 | $2.1M | -3% | 51k | 41.66 |
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| Morgan Stanley Com New (MS) | 0.1 | $2.1M | 13k | 164.61 |
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| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.1 | $2.1M | -50% | 28k | 75.16 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.0M | 38k | 54.05 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.0M | +2% | 3.1k | 653.34 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.0M | 12k | 169.66 |
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| Facebook Cl A (META) | 0.1 | $2.0M | +5% | 3.5k | 572.13 |
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| Verizon Communications (VZ) | 0.1 | $2.0M | 39k | 50.19 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.9M | 7.9k | 247.99 |
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| America Movil Sab De Cv Spon Adr L SHS (AMX) | 0.1 | $1.9M | -52% | 73k | 25.48 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.8M | 25k | 71.81 |
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| GSK Sponsored Adr (GSK) | 0.1 | $1.8M | 32k | 55.20 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.7M | 11k | 152.74 |
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| Caterpillar (CAT) | 0.1 | $1.7M | -2% | 2.4k | 708.39 |
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| Ingersoll Rand (IR) | 0.1 | $1.6M | 20k | 80.13 |
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| Pinnacle Financial Partners | 0.1 | $1.5M | NEW | 18k | 86.14 |
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| Uranium Energy (UEC) | 0.1 | $1.5M | 108k | 13.50 |
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| Vanguard Whitehall Fds Inc High Div Yld (VYM) | 0.1 | $1.5M | 9.8k | 148.11 |
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| Bank of America Corporation (BAC) | 0.1 | $1.4M | +2% | 30k | 48.74 |
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| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.1 | $1.4M | NEW | 47k | 29.95 |
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| Tidal Trust Iii Fundstrat Granny (GRNJ) | 0.1 | $1.4M | NEW | 56k | 25.01 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.4M | +2% | 21k | 67.51 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | +35% | 1.3k | 996.29 |
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| Vanguard Index Fds Total Stk MKT (VTI) | 0.1 | $1.3M | 4.1k | 320.72 |
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| Nextera Energy (NEE) | 0.1 | $1.3M | 14k | 92.90 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.3M | 17k | 75.13 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $1.3M | -2% | 7.9k | 158.61 |
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| Hp (HPQ) | 0.1 | $1.3M | -53% | 65k | 19.22 |
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| Spdr Series Trust Portfolio Short Etf (SPSB) | 0.1 | $1.2M | -2% | 42k | 30.08 |
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| Centene Corporation (CNC) | 0.1 | $1.2M | 38k | 32.73 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $1.2M | 11k | 115.35 |
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| Skyworks Solutions (SWKS) | 0.0 | $1.2M | +3% | 22k | 53.54 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $1.1M | -5% | 8.9k | 127.69 |
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| Ishares Inc Msci Jpn Etf New (EWJ) | 0.0 | $1.1M | -20% | 13k | 84.47 |
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| International Flavors & Fragrances (IFF) | 0.0 | $1.1M | +2% | 15k | 72.55 |
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| Johnson & Johnson (JNJ) | 0.0 | $1.1M | +2% | 4.5k | 244.40 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $1.1M | 5.7k | 192.91 |
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| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.0 | $1.1M | -46% | 19k | 56.69 |
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| First Tr Nasdq Cln Edge Etf (GRID) | 0.0 | $1.0M | +162% | 6.3k | 163.56 |
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| Nextracker Class A Com (NXT) | 0.0 | $1.0M | 8.4k | 120.54 |
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| Brightsphere Investment Group (AAMI) | 0.0 | $1.0M | 19k | 54.43 |
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| Dupont De Nemours (DD) | 0.0 | $1.0M | +4% | 22k | 45.80 |
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| Smucker J M Com New (SJM) | 0.0 | $976k | +16% | 10k | 96.49 |
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| Merck & Co (MRK) | 0.0 | $953k | 7.9k | 120.31 |
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| Gilead Sciences (GILD) | 0.0 | $952k | +4% | 6.8k | 139.34 |
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| Ge Vernova (GEV) | 0.0 | $949k | +2% | 1.1k | 872.24 |
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| American Centy Tr International Lr Etf (AVIV) | 0.0 | $946k | -2% | 13k | 74.79 |
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| Procter & Gamble Company (PG) | 0.0 | $930k | 6.4k | 144.50 |
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| Home Depot (HD) | 0.0 | $926k | 2.8k | 329.07 |
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| Select Sector Spdr Tr Energy Etf (XLE) | 0.0 | $915k | -20% | 15k | 61.25 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $904k | -4% | 2.4k | 383.21 |
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| McDonald's Corporation (MCD) | 0.0 | $901k | +2% | 2.9k | 310.90 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $898k | +9% | 3.8k | 237.69 |
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| Ford Mtr Co Del Com Par $0.01 (F) | 0.0 | $846k | -79% | 73k | 11.54 |
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| Nvent Electric SHS (NVT) | 0.0 | $841k | 7.1k | 118.25 |
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| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $839k | 18k | 48.07 |
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| Kimco Realty Corporation (KIM) | 0.0 | $781k | -2% | 35k | 22.48 |
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| Murphy Oil Corporation (MUR) | 0.0 | $764k | -10% | 19k | 41.25 |
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| Camping World Hldgs Cl A (CWH) | 0.0 | $734k | 108k | 6.83 |
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| General Electric Com New (GE) | 0.0 | $718k | 2.5k | 283.57 |
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| Tesla Motors (TSLA) | 0.0 | $715k | -96% | 1.9k | 371.43 |
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| Visa Cl A (V) | 0.0 | $682k | +13% | 2.3k | 302.31 |
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| Impax Funds Series Trust I Impax Funds Series Trust I (BLDX) | 0.0 | $671k | NEW | 26k | 25.63 |
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| American Tower Reit (AMT) | 0.0 | $670k | 3.9k | 172.59 |
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| Match Group (MTCH) | 0.0 | $666k | +4% | 22k | 30.70 |
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| Select Sector Spdr Tr Sbi Healthcare Etf (XLV) | 0.0 | $665k | 4.5k | 146.54 |
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| Chevron Corporation (CVX) | 0.0 | $650k | +12% | 3.1k | 207.07 |
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| Brightview Holdings (BV) | 0.0 | $648k | 55k | 11.78 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.0 | $646k | NEW | 27k | 23.89 |
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| Pepsi (PEP) | 0.0 | $643k | 4.1k | 155.28 |
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| Pentair SHS (PNR) | 0.0 | $634k | +2% | 7.3k | 87.14 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $626k | +5% | 4.5k | 138.34 |
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| Ishares Inc Msci Gbl Etf New (PICK) | 0.0 | $616k | -8% | 11k | 56.56 |
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| Select Sector Spdr Tr Sbi Materials Etf (XLB) | 0.0 | $610k | +67% | 12k | 49.99 |
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| First Tr Exchange-traded Fd Risng Divd Achiv (RDVY) | 0.0 | $607k | 8.9k | 68.27 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $607k | +173% | 6.3k | 96.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $601k | 6.2k | 97.17 |
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| Adient Plc Ord SHS (ADNT) | 0.0 | $594k | -6% | 29k | 20.20 |
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| Servicenow (NOW) | 0.0 | $578k | 5.5k | 104.60 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $555k | +5% | 6.1k | 91.34 |
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| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $543k | 7.9k | 68.40 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $540k | 8.1k | 67.05 |
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| Vanguard Index Fds Reit Etf (VNQ) | 0.0 | $520k | -2% | 5.9k | 88.78 |
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| Amgen (AMGN) | 0.0 | $514k | 1.5k | 352.05 |
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| Netflix (NFLX) | 0.0 | $509k | 5.3k | 96.13 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $505k | 15k | 33.25 |
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| Ssga Active Tr Blkstn Gsosrln Etf (SRLN) | 0.0 | $499k | +2% | 12k | 40.16 |
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| Allstate Corporation (ALL) | 0.0 | $495k | +16% | 2.4k | 207.20 |
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| KLA-Tencor Corporation (KLAC) | 0.0 | $491k | -6% | 333.00 | 1474.47 |
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| Kyndryl Hldgs Inc Common Stock (KD) | 0.0 | $489k | +16% | 37k | 13.13 |
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| Asml Holding N V N Y Registry SHS (ASML) | 0.0 | $482k | -8% | 365.00 | 1320.55 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $461k | +6% | 5.4k | 85.17 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $460k | +13% | 5.0k | 92.69 |
|
| Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf (VEA) | 0.0 | $436k | +39% | 6.8k | 64.15 |
|
| Union Pacific Corporation (UNP) | 0.0 | $433k | 1.8k | 242.85 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $433k | -11% | 4.4k | 98.45 |
|
| salesforce (CRM) | 0.0 | $432k | -4% | 2.3k | 186.61 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $424k | -14% | 1.7k | 243.40 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $418k | 5.7k | 73.90 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $416k | NEW | 3.3k | 124.40 |
|
| Micron Technology (MU) | 0.0 | $411k | -18% | 1.2k | 337.72 |
|
| First Tr Nasdaq Aba Cmnty Bk Ut Etf (QABA) | 0.0 | $407k | 7.0k | 58.19 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $405k | 2.8k | 145.89 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $404k | -45% | 7.3k | 55.54 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $403k | -2% | 667.00 | 604.20 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $401k | 816.00 | 491.42 |
|
|
| At&t (T) | 0.0 | $386k | +10% | 13k | 29.03 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $385k | -6% | 204.00 | 1887.25 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $384k | 900.00 | 426.67 |
|
|
| ConocoPhillips (COP) | 0.0 | $383k | 2.9k | 131.98 |
|
|
| Select Sector Spdr Tr Technology Etf (XLK) | 0.0 | $380k | 2.9k | 132.82 |
|
|
| Disney Walt Com Disney (DIS) | 0.0 | $369k | 3.8k | 96.34 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $365k | +11% | 1.8k | 203.00 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $360k | +52% | 7.4k | 48.43 |
|
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.0 | $360k | 3.9k | 91.60 |
|
|
| Iac Interactivecorp Com New (IAC) | 0.0 | $350k | 8.7k | 40.01 |
|
|
| 3M Company (MMM) | 0.0 | $349k | 2.4k | 145.30 |
|
|
| Accenture Plc Ireland Class A (ACN) | 0.0 | $343k | +10% | 1.7k | 198.50 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $335k | -7% | 5.5k | 60.73 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $329k | 5.8k | 56.72 |
|
|
| Wisdomtree Tr European Opportu (OPPE) | 0.0 | $321k | +10% | 6.0k | 53.76 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $319k | 6.5k | 49.39 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $319k | 457.00 | 698.03 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $318k | 4.1k | 77.28 |
|
|
| Philip Morris International (PM) | 0.0 | $313k | 1.9k | 165.08 |
|
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $304k | -2% | 6.9k | 44.38 |
|
| Ishares Tr Usa Min Vol Etf (USMV) | 0.0 | $298k | +43% | 3.2k | 92.89 |
|
| Safehold (SAFE) | 0.0 | $298k | 22k | 13.52 |
|
|
| Quanta Services (PWR) | 0.0 | $297k | 541.00 | 548.98 |
|
|
| Cummins (CMI) | 0.0 | $292k | 542.00 | 538.75 |
|
|
| American Express Company (AXP) | 0.0 | $290k | -12% | 958.00 | 302.71 |
|
| CSX Corporation (CSX) | 0.0 | $290k | 7.1k | 40.98 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $289k | -18% | 7.5k | 38.48 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $288k | -86% | 6.4k | 45.19 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $287k | NEW | 3.6k | 80.46 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.0 | $282k | 5.5k | 51.06 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $282k | -3% | 1.5k | 193.95 |
|
| Bny Mellon Etf Trust Ii Bny Mellon Etf Trust Ii (BKMI) | 0.0 | $281k | NEW | 11k | 26.08 |
|
| Edison International (EIX) | 0.0 | $280k | -8% | 3.8k | 73.05 |
|
| Coca-Cola Company (KO) | 0.0 | $279k | 3.7k | 76.13 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $275k | +3% | 9.6k | 28.74 |
|
| Wisdomtree Tr Japan Opportunit (OPPJ) | 0.0 | $273k | NEW | 5.0k | 54.27 |
|
| Honeywell International (HON) | 0.0 | $273k | -2% | 1.2k | 226.18 |
|
| Cal Maine Foods Com New (CALM) | 0.0 | $272k | +25% | 3.4k | 79.14 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $266k | NEW | 4.1k | 64.72 |
|
| Jinkosolar Hldg Sponsored Adr (JKS) | 0.0 | $266k | -5% | 11k | 25.45 |
|
| Wells Fargo & Company (WFC) | 0.0 | $261k | +3% | 3.3k | 79.57 |
|
| Lam Research Corporation | 0.0 | $261k | -15% | 1.2k | 213.41 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $259k | 4.7k | 55.18 |
|
|
| Sempra Energy (SRE) | 0.0 | $251k | +4% | 2.6k | 97.21 |
|
| Energy Transfer Equity Com Ut Ltd Ptn (ET) | 0.0 | $251k | 13k | 19.30 |
|
|
| Citigroup Com New (C) | 0.0 | $247k | -11% | 2.2k | 113.30 |
|
| Viatris (VTRS) | 0.0 | $242k | -13% | 18k | 13.51 |
|
| Wec Energy Group (WEC) | 0.0 | $242k | 2.1k | 115.79 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $237k | NEW | 500.00 | 474.00 |
|
| State Street Corporation (STT) | 0.0 | $235k | -64% | 1.9k | 126.75 |
|
| Uber Technologies (UBER) | 0.0 | $235k | +8% | 3.3k | 72.09 |
|
| Lowe's Companies (LOW) | 0.0 | $229k | 969.00 | 236.33 |
|
|
| Tilray Com Cl 2 | 0.0 | $229k | 35k | 6.47 |
|
|
| Brookfield Infrastructure Co Com Sb Vtg Shs A | 0.0 | $227k | +10% | 5.7k | 39.49 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $222k | -12% | 2.0k | 108.40 |
|
| Boeing Company (BA) | 0.0 | $220k | 1.1k | 198.91 |
|
|
| Danaos Corporation SHS (DAC) | 0.0 | $216k | NEW | 1.9k | 112.85 |
|
| Mastercard Cl A (MA) | 0.0 | $214k | +3% | 429.00 | 498.83 |
|
| Valero Energy Corporation (VLO) | 0.0 | $214k | NEW | 865.00 | 247.40 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $214k | 1.1k | 197.96 |
|
|
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 0.0 | $212k | NEW | 7.6k | 27.91 |
|
| Paysafe SHS (PSFE) | 0.0 | $210k | 31k | 6.82 |
|
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $209k | NEW | 4.8k | 43.59 |
|
| Ameriprise Financial (AMP) | 0.0 | $209k | +4% | 469.00 | 445.63 |
|
| Eaton Corp SHS (ETN) | 0.0 | $207k | NEW | 579.00 | 357.51 |
|
| Carrier Global Corporation (CARR) | 0.0 | $203k | NEW | 3.6k | 56.34 |
|
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.0 | $202k | NEW | 2.5k | 79.81 |
|
| Bny Mellon Etf Trust Ii Bny Mellon Etf Trust Ii (BMOP) | 0.0 | $202k | NEW | 8.2k | 24.68 |
|
| Yum! Brands (YUM) | 0.0 | $201k | NEW | 1.3k | 155.21 |
|
| SM Energy (SM) | 0.0 | $201k | NEW | 6.4k | 31.23 |
|
| Haleon Ads (HLN) | 0.0 | $196k | 20k | 10.03 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $182k | NEW | 11k | 17.35 |
|
| New Residential Invt Corp Com New (RITM) | 0.0 | $174k | +28% | 18k | 9.48 |
|
| Dxc Technology (DXC) | 0.0 | $134k | -4% | 11k | 12.61 |
|
| Super Group Sghc Ord Shs (SGHC) | 0.0 | $130k | NEW | 12k | 10.77 |
|
| Western Union Company (WU) | 0.0 | $125k | -13% | 14k | 8.73 |
|
| Nio Ads (NIO) | 0.0 | $113k | +5% | 19k | 6.03 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $112k | NEW | 10k | 11.04 |
|
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $106k | NEW | 10k | 10.51 |
|
| Annovis Bio (ANVS) | 0.0 | $105k | +10% | 47k | 2.23 |
|
| Arbor Realty Trust (ABR) | 0.0 | $82k | NEW | 11k | 7.69 |
|
| Payoneer Global (PAYO) | 0.0 | $77k | 16k | 4.81 |
|
|
| Aurora Cannabis (ACB) | 0.0 | $65k | 20k | 3.25 |
|
|
| Playtika Hldg Corp (PLTK) | 0.0 | $45k | 16k | 2.75 |
|
|
| Inovio Pharmaceuticals Com New (INO) | 0.0 | $43k | +3% | 25k | 1.73 |
|
| Agenus Com New | 0.0 | $40k | NEW | 12k | 3.33 |
|
| Alight Cl A (ALIT) | 0.0 | $24k | +110% | 41k | 0.59 |
|
| Gopro Cl A (GPRO) | 0.0 | $19k | +74% | 24k | 0.79 |
|
| Kala Pharmaceuticals Com New (KALA) | 0.0 | $3.0k | NEW | 18k | 0.16 |
|
Past Filings by Greenwich Wealth Management
SEC 13F filings are viewable for Greenwich Wealth Management going back to 2011
- 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
- Greenwich Wealth Management 2022 Q2 filed Aug. 8, 2022