Greenwich Wealth Management LLC Incresed Positions in Q3 2025

Greenwich Wealth Management LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
18.1K
+ 8.33%
$617.65 - $666.84 $11.2M - $12.1M
236K $157M
GOOG
Alphabet Inc.

Communication Services
57.6K
+ 69.26%
$175.16 - $255.24 $10.1M - $14.7M
141K $34.3M
SCHW
Schwab Charles Corp

Financial Services
140K
+ 277.02%
$91.03 - $98.69 $12.7M - $13.8M
190K $18.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.7K
+ 21.44%
$546.99 - $602.2 $4.76M - $5.24M
49.3K $29.6M
PIPR
Piper Sandler Companies

Financial Services
11
+ 0.01%
$284.8 - $369.4 $3.13K - $4.06K
104K $36.2M
JPIE
J P Morgan Exchange Traded Fd
155K
+ 121.32%
$46.01 - $46.55 $7.11M - $7.2M
282K $13.1M
Janus Detroit Str Tr
85.4K
+ 51.63%
N/A
251K $13.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
40.8K
+ 131.5%
$100.37 - $100.74 $4.1M - $4.11M
71.9K $7.24M
CCJ
Cameco Corp

Energy
24.9K
+ 12.42%
$70.47 - $86.89 $1.75M - $2.16M
225K $18.9M
UYLD
Angel Oak Fds Tr Ultrashort In
70.4K
+ 47.43%
N/A
219K $11.2M
AVUV
American Centy ETF Tr Avantis

ETFs
21.9K
+ 32.37%
$90.37 - $102.12 $1.98M - $2.23M
89.5K $8.91M
Ea Series Trust
19.8K
+ 539.04%
N/A
23.5K $2.68M
Ea Series Trust
52.9K
+ 82.85%
N/A
117K $4.04M
AVDE
American Centy ETF Tr Avantis

ETFs
20.1K
+ 72.62%
$73.24 - $79.04 $1.47M - $1.58M
47.7K $3.76M
CARY
Angel Oak Fds Tr Income Etf(De
67K
+ 42.4%
N/A
225K $4.71M
MEM
Matthews Asia Fds Emerging Mar
28.2K
+ 35.67%
N/A
107K $3.89M
AMAT
Applied Materials Inc

Technology
691
+ 1.3%
$156.25 - $204.95 $108K - $142K
53.8K $11M
PSC
Principal ETF U.S. Small Cap M

ETFs
20.4K
+ 361.5%
$51.93 - $57.81 $1.06M - $1.18M
26K $1.48M
MSFT
Microsoft Corp

Technology
61
+ 0.11%
$491.09 - $535.64 $30K - $32.7K
54.6K $28.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
18.9K
+ 39.27%
$50.47 - $50.74 $955K - $960K
67.1K $3.41M
CBOE
Cboe Global Markets, Inc.

Financial Services
91
+ 0.13%
$231.35 - $253.24 $21.1K - $23K
70.1K $17.2M
AVGO
Broadcom Inc.

Technology
365
+ 2.75%
$264.74 - $369.57 $96.6K - $135K
13.6K $4.5M
UNH
Unitedhealth Group Inc

Healthcare
302
+ 1.52%
$237.77 - $353.61 $71.8K - $107K
20.1K $6.95M
PH
Parker Hannifin Corp

Industrials
37
+ 0.3%
$697.13 - $769.67 $25.8K - $28.5K
12.2K $9.25M
EWJ
Ishares Msci Japan ETF

ETFs
7.5K
+ 84.07%
$71.69 - $81.49 $538K - $611K
16.4K $1.32M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.01%
$184.85 - $231.54 $370 - $463
14K $3.25M
INTC
Intel Corp

Technology
222
+ 0.39%
$19.31 - $35.5 $4.29K - $7.88K
57K $1.91M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
7
+ 0.04%
$534.91 - $598.71 $3.74K - $4.19K
16.2K $9.09M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
4.33K
+ 114.54%
$112.94 - $129.99 $488K - $562K
8.1K $1.04M
AVLV
American Centy ETF Tr Avantis
748
+ 0.56%
$68.33 - $72.69 $51.1K - $54.4K
135K $9.77M
APH
Amphenol Corp

Technology
29
+ 0.14%
$97.39 - $125.4 $2.82K - $3.64K
20.6K $2.55M
ALLE
Allegion PLC

Industrials
40
+ 0.27%
$145.55 - $179.33 $5.82K - $7.17K
14.9K $2.64M
GOOGL
Alphabet Inc.

Communication Services
209
+ 3.22%
$174.36 - $254.72 $36.4K - $53.2K
6.7K $1.63M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
179
+ 2.43%
$224.68 - $282.71 $40.2K - $50.6K
7.54K $2.11M
FLEX
Flex Ltd.

Technology
571
+ 1.19%
$48.49 - $59.33 $27.7K - $33.9K
48.6K $2.82M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
495
+ 0.66%
$68.24 - $73.73 $33.8K - $36.5K
75.7K $5.56M
JMBS
Janus Detroit Str Tr Henderson

ETFs
7.52K
+ 26.28%
$44.34 - $45.94 $333K - $345K
36.1K $1.65M
JPM
Jpmorgan Chase & CO

Financial Services
51
+ 0.4%
$282.78 - $316.06 $14.4K - $16.1K
12.7K $4.01M
Vanguard Mun Bd Fds
3.46K
+ 8.34%
N/A
45K $3.39M
JNJ
Johnson & Johnson

Healthcare
1.14K
+ 39.39%
$155.17 - $185.42 $177K - $212K
4.04K $749K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.01%
$435.72 - $463.74 $436 - $464
13.1K $6.09M
VB
Vanguard Small Cap ETF

ETFs
135
+ 0.93%
$237.58 - $259.17 $32.1K - $35K
14.7K $3.74M
VO
Vanguard Mid Cap ETF

ETFs
250
+ 1.8%
$279.83 - $293.74 $70K - $73.4K
14.2K $4.16M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
1
+ 0.01%
N/A
18.5K $891K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34
+ 0.15%
$108.46 - $120.63 $3.69K - $4.1K
23.3K $2.77M
TSLA
Tesla, Inc.

Consumer Cyclical
29
+ 1.76%
$293.94 - $444.72 $8.52K - $12.9K
1.68K $746K
RSP
Invesco S&P 500 Equal Weight E

ETFs
636
+ 5.12%
$181.56 - $190.33 $115K - $121K
13K $2.48M
Vanguard Mun Bd Fds
2.46K
+ 9.5%
N/A
28.4K $2.18M
BAC
Bank Of America Corp

Financial Services
1.86K
+ 6.86%
$44.92 - $52.42 $83.3K - $97.2K
28.9K $1.49M
Activity Summary
Buys All Purchases 143 New Holdings 35 Increased Positions 108 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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