Greenwich Wealth Management LLC Portfolio Holdings

Greenwich Wealth Management LLC

  • $2 Billion
  • Q3 2025

Greenwich Wealth Management LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2 Billion distributed in 278 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Interactive Brokers Group, Inc. with a value of $713M, Spdr S&P 500 ETF Trust with a value of $157M, Grayscale Bitcoin Trust (Btc) with a value of $53M, Futu Holdings LTD with a value of $52.4M, and Oracle Corp with a value of $52.6M.

Examining the 13F form we can see an decrease of $55.9M in the current position value, from $2.06B to 2B.

Greenwich Wealth Management LLC is based out at Greenwich, CT

Below you can find more details about Greenwich Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $2 Billion
Financial Services: $929 Million
ETFs: $365 Million
Technology: $297 Million
Industrials: $62.5 Million
Communication Services: $62.1 Million
Basic Materials: $56.3 Million
Healthcare: $38.1 Million
Consumer Cyclical: $33.3 Million
Other: $48 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6B
$713 Million 35.59% of portfolio
10,367,276
Q3 2025 Reduced 4.58%
$51.1B
$53 Million 2.64% of portfolio
636,897
Q3 2025 Reduced 0.04%
$24.4B
$52.4 Million 2.62% of portfolio
301,500
Q3 2025 New
$593B
$52.6 Million 2.62% of portfolio
186,879
Q3 2025 Reduced 43.71%
$4.3T
$38.1 Million 1.9% of portfolio
149,442
Q3 2025 Reduced 26.96%
$4.5B
$36.2 Million 1.8% of portfolio
104,211
Q3 2025 Added 0.01%
$1.74T
$34.3 Million 1.71% of portfolio
140,817
Q3 2025 Added 69.26%
$38B
$34 Million 1.69% of portfolio
250,764
Q3 2025 Reduced 73.62%
$40.3B
$33.8 Million 1.68% of portfolio
100,049
Q3 2025 Reduced 0.01%
$342B
$29.8 Million 1.49% of portfolio
163,370
Q3 2025 Reduced 23.26%
$3.78T
$28.3 Million 1.41% of portfolio
54,583
Q3 2025 Added 0.11%
$465B
$25.3 Million 1.26% of portfolio
135,482
Q3 2025 Reduced 91.0%
$265B
$23.2 Million 1.16% of portfolio
29,152
Q3 2025 Reduced 0.22%
$55.9B
$19.6 Million 0.98% of portfolio
1,002,011
Q3 2025 New
$39.4B
$19.3 Million 0.96% of portfolio
26,897
Q3 2025 Reduced 0.01%
$36.7B
$18.9 Million 0.94% of portfolio
224,994
Q3 2025 Added 12.42%
$27.4B
$17.2 Million 0.86% of portfolio
70,120
Q3 2025 Added 0.13%
$266B
$16.4 Million 0.82% of portfolio
58,066
Q3 2025 Reduced 0.25%
$16.4B
$13.7 Million 0.69% of portfolio
554,256
Q1 2025 Reduced 0.15%
$103B
$13 Million 0.65% of portfolio
5,552
Q3 2025 Reduced 0.27%
-
$11.2 Million 0.56% of portfolio
-
Q3 2025 Added 47.43%
$197B
$11 Million 0.55% of portfolio
53,810
Q3 2025 Added 1.3%
$96.9B
$9.57 Million 0.48% of portfolio
22,684
Q3 2025 Reduced 0.93%
$107B
$9.25 Million 0.46% of portfolio
12,196
Q3 2025 Added 0.3%
$730M
$9.24 Million 0.46% of portfolio
125,022
Q3 2025 Reduced 59.1%
$74.3B
$9.09 Million 0.45% of portfolio
16,161
Q3 2025 Added 0.04%
$18.7B
$8.58 Million 0.43% of portfolio
37,343
Q3 2025 Added 0.34%
$300B
$6.95 Million 0.35% of portfolio
20,122
Q3 2025 Added 1.52%
$98.1B
$7.02 Million 0.35% of portfolio
41,106
Q2 2025 Added 0.23%
$13.6B
$6.74 Million 0.34% of portfolio
93,508
Q3 2025 Added 0.09%
$11B
$6.74 Million 0.34% of portfolio
291,250
Q3 2025 Reduced 51.49%
$57.4B
$6.4 Million 0.32% of portfolio
163,139
Q3 2025 Added 0.04%
$8.15B
$6.37 Million 0.32% of portfolio
49,134
Q3 2025 Reduced 0.72%
$319B
$5.89 Million 0.29% of portfolio
86,098
Q3 2025 Reduced 0.01%
$86B
$5.63 Million 0.28% of portfolio
272,283
Q3 2025 Reduced 76.99%
$2.99B
$5.4 Million 0.27% of portfolio
1,000,928
Q3 2025 New
$3.63B
$5.22 Million 0.26% of portfolio
146,960
Q2 2025 Reduced 0.01%
$71.6B
$5.24 Million 0.26% of portfolio
78,177
Q3 2025 Added 0.26%
$50.1B
$4.76 Million 0.24% of portfolio
39,644
Q3 2025 Reduced 1.48%
-
$4.71 Million 0.23% of portfolio
-
Q3 2025 Added 42.4%
$100B
$4.63 Million 0.23% of portfolio
75,921
Q2 2025 Added 0.07%
$52.1B
$4.33 Million 0.22% of portfolio
362,000
Q3 2025 Reduced 1.85%
$139B
$4.5 Million 0.22% of portfolio
13,629
Q3 2025 Added 2.75%
$82.8B
$4.22 Million 0.21% of portfolio
14,629
Q3 2025 Reduced 1.67%
$881B
$4.01 Million 0.2% of portfolio
12,713
Q3 2025 Added 0.4%
$323M
$3.99 Million 0.2% of portfolio
720,001
Q3 2025 Reduced 14.91%
-
$3.89 Million 0.19% of portfolio
-
Q3 2025 Added 35.67%
$25.4B
$3.81 Million 0.19% of portfolio
140,045
Q2 2025 Added 0.01%
$8.39B
$3.57 Million 0.18% of portfolio
28,137
Q3 2025 Reduced 0.46%

Summary

  • Portfolio
  • No. of Stocks 278
  • Current Value $2 Billion
  • Prior Value $2.06 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 35 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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