Greenwich Wealth Management LLC Portfolio Holdings by Sector

Greenwich Wealth Management LLC

$2 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Capital Markets \| Financial Services IBKR FUTU PIPR GS SCHW OPY VIRT MS 8 stocks	$859,833 45.48% of portfolio	3	4	1	-	0 Calls 0 Puts
ETFs \| ETFs SPY GBTC QQQ VOO JAAA AVUV VNLA SGOV 70 stocks	$363,012 19.2% of portfolio	34	21	6	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL PLTR MSFT ADBE CRWD PAYO 6 stocks	$111,623 5.9% of portfolio	3	3	-	-	0 Calls 0 Puts
Software—Application \| Technology COIN GWRE DOCU NOW CRM UBER VMEO ALIT 8 stocks	$51,071 2.7% of portfolio	4	2	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL MTCH IAC 5 stocks	$39,141 2.07% of portfolio	4	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL GPRO 2 stocks	$38,083 2.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM INTC SWKS MU QCOM 7 stocks	$35,965 1.9% of portfolio	5	2	2	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$33,961 1.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM AUR KD ACN DXC XRX 6 stocks	$23,124 1.22% of portfolio	4	2	2	-	0 Calls 0 Puts

Financial Data & Stock Exchanges \| Financial Services CBOE ICE NDAQ 3 stocks	$23,050 1.22% of portfolio	3	-	-	-	0 Calls 0 Puts
Uranium \| Energy CCJ UEC NXE 3 stocks	$21,391 1.13% of portfolio	2	1	1	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD NFLX DIS 3 stocks	$20,704 1.1% of portfolio	1	1	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON RTX LMT 3 stocks	$20,343 1.08% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical MELI AMZN EBAY JD 4 stocks	$19,343 1.02% of portfolio	2	2	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX BEN BSIG STT 4 stocks	$15,270 0.81% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate WY AMT 2 stocks	$14,429 0.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI CVS CNC 4 stocks	$14,324 0.76% of portfolio	2	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE ABBV LLY NVS GILD JNJ MRK AMGN 9 stocks	$13,106 0.69% of portfolio	7	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT JCI 2 stocks	$12,946 0.68% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH IR PNR GE ETN 5 stocks	$12,706 0.67% of portfolio	3	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BCS JPM BAC UBS WFC 5 stocks	$12,415 0.66% of portfolio	3	1	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT KLAC ASML LRCX 4 stocks	$12,124 0.64% of portfolio	4	-	1	-	0 Calls 0 Puts

Farm & Heavy Construction Machinery \| Industrials OSK TEX CAT 3 stocks	$10,747 0.57% of portfolio	-	3	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM F TSLA NIO 4 stocks	$9,842 0.52% of portfolio	1	2	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN EYPT ANVS 3 stocks	$9,328 0.49% of portfolio	2	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC HPQ 2 stocks	$8,573 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BPOP RF SNV FCNCA 4 stocks	$8,437 0.45% of portfolio	-	4	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO HPE 2 stocks	$7,857 0.42% of portfolio	-	2	-	-	0 Calls 0 Puts
Gold \| Basic Materials AEM AGI WPM HL NEM 5 stocks	$6,769 0.36% of portfolio	5	-	5	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V AXP MA WU 5 stocks	$6,431 0.34% of portfolio	3	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$6,398 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology FLEX APH 2 stocks	$5,367 0.28% of portfolio	2	-	-	-	0 Calls 0 Puts

Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2,936 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$2,885 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW 1 stocks	$2,664 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE 1 stocks	$2,643 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD IFF 2 stocks	$2,571 0.14% of portfolio	1	1	-	-	0 Calls 0 Puts
Silver \| Basic Materials AG PAAS 2 stocks	$2,283 0.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CMCSA T 3 stocks	$2,241 0.12% of portfolio	2	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$2,133 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1,717 0.09% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CWH 1 stocks	$1,697 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL KMB 3 stocks	$1,689 0.09% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,340 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE EIX 2 stocks	$1,188 0.06% of portfolio	1	1	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$1,169 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TLRY VTRS HLN 3 stocks	$999 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$978 0.05% of portfolio	2	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MP 1 stocks	$975 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$922 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive SJM 1 stocks	$889 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate KIM 1 stocks	$817 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy MUR COP 2 stocks	$793 0.04% of portfolio	1	1	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical ADNT 1 stocks	$764 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials BV 1 stocks	$737 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVT 1 stocks	$710 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$706 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$579 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$491 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL 1 stocks	$445 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$422 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$389 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$367 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Solar \| Technology JKS 1 stocks	$341 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$300 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$269 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$256 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$223 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$222 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare LFST 1 stocks	$65 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services PLTK 1 stocks	$48 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Greenwich Wealth Management LLC Portfolio Holdings by Sector

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