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 Market Cap. of $200 Billions or more