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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.4B
$2.13 Million 0.11% of portfolio
31,535
Q3 2024 Reduced 1.53%
$1.46T
$2.11 Million 0.11% of portfolio
7,541
Q3 2025 Added 2.43%
$971B
$2.2 Million 0.11% of portfolio
2,880
Q3 2025 Added 3.86%
$0
$2.08 Million 0.1% of portfolio
36,473
Q3 2025 Reduced 2.94%
$0
$1.94 Million 0.1% of portfolio
2,895
Q3 2025 Reduced 11.17%
$143B
$1.91 Million 0.1% of portfolio
56,950
Q3 2025 Added 0.39%
$270B
$2.02 Million 0.1% of portfolio
12,714
Q3 2025 Reduced 0.93%
$0
$1.94 Million 0.1% of portfolio
8,000
Q3 2025 Added 0.01%
$0
$2.05 Million 0.1% of portfolio
37,799
Q3 2025 Reduced 0.16%
$29.4B
$1.97 Million 0.1% of portfolio
80,037
Q3 2025 Reduced 1.5%
$172B
$1.72 Million 0.09% of portfolio
39,186
Q3 2025 Added 0.62%
$103B
$1.78 Million 0.09% of portfolio
23,632
Q3 2025 Reduced 0.14%
$0
$1.77 Million 0.09% of portfolio
51,367
Q3 2025 Added 0.5%
$6.8B
$1.62 Million 0.08% of portfolio
33,039
Q3 2025 Reduced 0.08%
$1.65T
$1.63 Million 0.08% of portfolio
6,702
Q3 2025 Added 3.22%
$0
$1.65 Million 0.08% of portfolio
36,124
Q3 2025 Added 26.28%
$10.7B
$1.65 Million 0.08% of portfolio
21,442
Q3 2025 Reduced 3.25%
$30.4B
$1.68 Million 0.08% of portfolio
20,292
Q3 2025 Added 0.17%
$19.9B
$1.65 Million 0.08% of portfolio
21,209
Q3 2025 Added 0.08%
$283B
$1.45 Million 0.07% of portfolio
11,312
Q2 2025 Reduced 0.77%
$20.6B
$1.38 Million 0.07% of portfolio
38,601
Q3 2025 Added 3.15%
$130B
$1.35 Million 0.07% of portfolio
3,798
Q3 2025 Reduced 0.63%
$0
$1.39 Million 0.07% of portfolio
9,885
Q3 2025 Added 2.08%
$0
$1.32 Million 0.07% of portfolio
16,419
Q3 2025 Added 84.07%
$0
$1.31 Million 0.07% of portfolio
20,100
Q3 2025 Added 1.77%
$490B
$1.35 Million 0.07% of portfolio
11,936
Q3 2025 Reduced 1.22%
$4.23B
$1.4 Million 0.07% of portfolio
104,730
Q3 2025 Reduced 0.08%
$413B
$1.49 Million 0.07% of portfolio
28,911
Q3 2025 Added 6.86%
Sandisk Corp
-
$1.49 Million 0.07% of portfolio
-
Q2 2025 Added 0.84%
Gsk PLC
-
$1.38 Million 0.07% of portfolio
-
Q3 2025 Added 0.0%
$0
$1.34 Million 0.07% of portfolio
4,082
Q3 2025 Added 2.43%
$0
$1.48 Million 0.07% of portfolio
26,010
Q3 2025 Added 361.5%
$16.1B
$1.17 Million 0.06% of portfolio
51,002
Q3 2025 Added 7.41%
$0
$1.21 Million 0.06% of portfolio
16,969
Q2 2023 Reduced 6.6%
$291B
$1.17 Million 0.06% of portfolio
2,456
Q3 2025 Reduced 3.53%
$47.1B
$1.12 Million 0.06% of portfolio
10,000
Q3 2025 New
$3.16B
$1.23 Million 0.06% of portfolio
100,000
Q3 2025 New
$3.92B
$1.13 Million 0.06% of portfolio
125,762
Q3 2025 New
$0
$1.27 Million 0.06% of portfolio
41,805
Q3 2025 Added 1.76%
$0
$1.04 Million 0.05% of portfolio
8,101
Q3 2025 Added 114.54%
$169B
$986,000 0.05% of portfolio
1,071
Q2 2025 Reduced 1.47%
$346B
$989,000 0.05% of portfolio
6,434
Q3 2025 Reduced 0.8%
$124B
$1.02 Million 0.05% of portfolio
24,847
Q4 2023 Reduced 42.02%
$0
$1.04 Million 0.05% of portfolio
10,908
Q3 2025 Added 10.75%
$16.8B
$919,000 0.05% of portfolio
14,940
Q3 2025 Reduced 0.05%
$8.11B
$1.05 Million 0.05% of portfolio
27,204
Q3 2025 New
$0
$943,000 0.05% of portfolio
9,416
Q3 2025 Added 0.11%
$404B
$922,000 0.05% of portfolio
996
Q2 2025 Reduced 0.2%
$168B
$947,000 0.05% of portfolio
12,543
Q3 2025 Reduced 9.61%

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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