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.
Stock Holdings Table Market Cap. of Under $50 Millions
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