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
$512B
$234,000 0.01% of portfolio
411
Q2 2025 Reduced 3.52%
$237B
$300,000 0.01% of portfolio
1,847
Q3 2025 New
$268B
$277,000 0.01% of portfolio
1,658
Q3 2025 New
$69.1B
$209,000 0.01% of portfolio
2,476
Q3 2025 New
$187B
$245,000 0.01% of portfolio
1,473
Q3 2025 New
$10.3B
$137,000 0.01% of portfolio
17,963
Q3 2025 Reduced 0.15%
$0
$222,000 0.01% of portfolio
4,662
Q2 2025 Reduced 13.14%
$28.9B
$223,000 0.01% of portfolio
2,481
Q3 2025 New
$52.5B
$222,000 0.01% of portfolio
12,938
Q3 2025 New
$140B
$215,000 0.01% of portfolio
576
Q3 2025 Reduced 33.18%
$404M
$143,000 0.01% of portfolio
10,050
Q1 2025 New
$0
$262,000 0.01% of portfolio
4,694
Q1 2024 New
$11.9B
$261,000 0.01% of portfolio
3,419
Q3 2025 New
$181B
$268,000 0.01% of portfolio
2,737
Q3 2025 New
Aurora Cannabis Inc
-
$119,000 0.01% of portfolio
-
Q1 2024 New
$222B
$269,000 0.01% of portfolio
555
Q3 2025 Added 3.74%
$35.1B
$295,000 0.01% of portfolio
2,372
Q3 2025 Reduced 0.17%
$1.92B
$134,000 0.01% of portfolio
12,546
Q3 2025 Added 23.59%
$1.92B
$66,000 0.0% of portfolio
10,887
Q3 2025 Reduced 13.53%
$1.47B
$48,000 0.0% of portfolio
12,312
Q3 2025 New
$1.06B
$52,000 0.0% of portfolio
15,968
Q3 2025 New
Inovio Pharmaceuticals Inc
-
$48,000 0.0% of portfolio
-
Q3 2025 New
$18.9M
$98,000 0.0% of portfolio
47,400
Q3 2025 Added 0.85%
$2.41B
$65,000 0.0% of portfolio
11,874
Q3 2025 New
$205M
$31,000 0.0% of portfolio
14,400
Q2 2025 Reduced 3.37%
$428M
$38,000 0.0% of portfolio
10,102
Q3 2025 Reduced 22.84%

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
Track This Portfolio

Track Greenwich Wealth Management LLC Portfolio

Follow Greenwich Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenwich Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greenwich Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email