Greenwich Wealth Management LLC Portfolio Holdings

Greenwich Wealth Management LLC

  • $1.42 Billion
  • Q4 2024

Greenwich Wealth Management LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.42 Billion distributed in 256 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Interactive Brokers Group, Inc. with a value of $490M, Spdr S&P 500 ETF Trust with a value of $122M, Nvidia Corp with a value of $61.4M, Oracle Corp with a value of $55.4M, and Apple Inc. with a value of $51.8M.

Examining the 13F form we can see an decrease of $51.7M in the current position value, from $1.47B to 1.42B.

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 $1.42 Billion
Financial Services: $631 Million
ETFs: $288 Million
Technology: $280 Million
Industrials: $54 Million
Healthcare: $42.8 Million
Consumer Cyclical: $27.4 Million
Real Estate: $17.6 Million
Energy: $14.3 Million
Other: $31.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.6B
$315,000 0.02% of portfolio
25,269
Q4 2024 Added 1.93%
$118B
$246,000 0.02% of portfolio
741
Q4 2024 Added 8.18%
$2.91B
$114,000 0.01% of portfolio
25,000
Q1 2018 Reduced 21.54%
-
$208,000 0.01% of portfolio
-
Q4 2024 New
$55.3B
$211,000 0.01% of portfolio
3,097
Q4 2024 Reduced 2.27%
$14.1B
$114,000 0.01% of portfolio
10,062
Q4 2024 Reduced 6.75%
$177B
$211,000 0.01% of portfolio
1,125
Q4 2024 Reduced 1.32%
$144B
$202,000 0.01% of portfolio
476
Q4 2024 Reduced 11.36%
$31.2B
$212,000 0.01% of portfolio
7,271
Q4 2024 New
$5.08B
$115,000 0.01% of portfolio
10,659
Q4 2024 Added 2.29%
$906M
$90,000 0.01% of portfolio
14,082
Q3 2024 Added 0.02%
$182B
$210,000 0.01% of portfolio
1,370
Q4 2024 New
$763M
$183,000 0.01% of portfolio
27,526
Q4 2024 Reduced 2.09%
$7.88B
$83,000 0.01% of portfolio
19,087
Q4 2024 Reduced 37.88%
$1.08B
$89,000 0.01% of portfolio
10,525
Q4 2024 New
$14.7M
$161,000 0.01% of portfolio
31,951
Q4 2024 Added 93.94%
$349M
$8,000 0.0% of portfolio
10,805
Q3 2024 New
$101M
$17,000 0.0% of portfolio
16,002
Q4 2024 Reduced 36.25%

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $1.42 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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