Greenwich Wealth Management LLC Portfolio Holdings

Greenwich Wealth Management LLC

  • $2.06 Billion
  • Q2 2025

Greenwich Wealth Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.06 Billion distributed in 254 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Interactive Brokers Group, Inc. with a value of $602M, Nvidia Corp with a value of $238M, Spdr S&P 500 ETF Trust with a value of $135M, Nucor Corp with a value of $123M, and Oracle Corp with a value of $72.6M.

Examining the 13F form we can see an increase of $739M in the current position value, from $1.32B to 2.06B.

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 $2.06 Billion
Financial Services: $775 Million
Technology: $522 Million
ETFs: $311 Million
Basic Materials: $136 Million
Consumer Cyclical: $79.7 Million
Industrials: $63.6 Million
Healthcare: $36.2 Million
Communication Services: $22.6 Million
Other: $41.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.55B
$602 Million 29.22% of portfolio
10,864,532
Q2 2025 Added 301.59%
$419B
$238 Million 11.55% of portfolio
1,506,021
Q2 2025 Added 230.59%
$0
$135 Million 6.53% of portfolio
217,701
Q2 2025 Added 0.22%
$37B
$123 Million 5.98% of portfolio
950,630
Q2 2025 New
$643B
$72.6 Million 3.52% of portfolio
331,993
Q2 2025 Added 0.0%
$60.7B
$50.1 Million 2.43% of portfolio
637,137
Q2 2025 Reduced 0.59%
$14B
$46.8 Million 2.27% of portfolio
500,103
Q2 2025 New
$3.82T
$42 Million 2.04% of portfolio
204,598
Q2 2025 Reduced 0.08%
$42.8B
$35.1 Million 1.7% of portfolio
100,056
Q2 2025 New
$307B
$29 Million 1.41% of portfolio
212,892
Q2 2025 Reduced 0.23%
$4.57B
$29 Million 1.41% of portfolio
104,200
Q2 2025 Added 415.1%
$3.71T
$27.1 Million 1.32% of portfolio
54,522
Q2 2025 Reduced 0.42%
$0
$22.4 Million 1.09% of portfolio
40,587
Q2 2025 Added 0.31%
$52.6B
$22.3 Million 1.08% of portfolio
26,899
Q2 2025 Reduced 0.37%
$79B
$22 Million 1.07% of portfolio
1,183,340
Q1 2023 Reduced 0.04%
$253B
$20.7 Million 1.0% of portfolio
29,216
Q2 2025 Added 0.43%
$230B
$17.2 Million 0.83% of portfolio
58,210
Q2 2025 Reduced 0.42%
$24.9B
$16.3 Million 0.79% of portfolio
70,029
Q2 2025 Reduced 0.02%
$1.43T
$14.8 Million 0.72% of portfolio
83,197
Q2 2025 Added 677.11%
$33.4B
$14.9 Million 0.72% of portfolio
200,135
Q1 2025 Reduced 0.04%
$118B
$14.6 Million 0.71% of portfolio
5,567
Q2 2025 Added 1.22%
$12.4B
$14.3 Million 0.7% of portfolio
600,452
Q2 2025 Added 0.01%
$19.2B
$14.2 Million 0.69% of portfolio
554,256
Q1 2025 Reduced 0.15%
$96.1B
$10 Million 0.49% of portfolio
22,896
Q2 2025 Reduced 0.09%
$139B
$9.73 Million 0.47% of portfolio
53,119
Q2 2025 Reduced 0.05%
$0
$9.17 Million 0.45% of portfolio
134,470
Q2 2025 Added 7.99%
$0
$9.08 Million 0.44% of portfolio
178,996
Q2 2025 Reduced 4.29%
$22B
$8.76 Million 0.43% of portfolio
37,218
Q2 2025 Added 0.23%
$0
$8.6 Million 0.42% of portfolio
15,133
Q2 2025 Added 0.41%
Janus Detroit Str Tr
-
$8.7 Million 0.42% of portfolio
-
Q2 2025 Added 149.92%
$59.9B
$8.48 Million 0.41% of portfolio
16,154
Q2 2025 Added 0.09%
$97.7B
$8.49 Million 0.41% of portfolio
12,159
Q1 2025 Reduced 1.31%
$0
$7.77 Million 0.38% of portfolio
157,965
Q2 2025 Added 302.89%
-
$7.58 Million 0.37% of portfolio
-
Q2 2025 Added 172.41%
$16.4B
$7.28 Million 0.35% of portfolio
93,420
Q1 2025 Reduced 0.5%
$66.7B
$7.07 Million 0.34% of portfolio
163,066
Q2 2025 Added 0.24%
$3.97B
$6.58 Million 0.32% of portfolio
146,960
Q2 2025 Reduced 0.01%
$0
$6.16 Million 0.3% of portfolio
67,600
Q2 2025 Reduced 25.18%
$123B
$6.15 Million 0.3% of portfolio
41,106
Q2 2025 Added 0.23%
$300B
$6.18 Million 0.3% of portfolio
19,820
Q2 2025 Reduced 0.97%
$275B
$5.97 Million 0.29% of portfolio
86,107
Q2 2025 Reduced 0.16%
$0
$5.9 Million 0.29% of portfolio
127,432
Q2 2025 Added 166.68%
$0
$5.79 Million 0.28% of portfolio
13,135
Q2 2025 Reduced 0.92%
$79.1B
$5.8 Million 0.28% of portfolio
77,972
Q2 2025 Reduced 0.22%
$9.09B
$5.62 Million 0.27% of portfolio
49,491
Q2 2025 Reduced 0.23%
$0
$5.2 Million 0.25% of portfolio
75,208
Q2 2025 Reduced 0.1%
$91.8B
$4.92 Million 0.24% of portfolio
14,877
Q2 2025 Reduced 0.75%
$170B
$4.61 Million 0.22% of portfolio
50,492
Q2 2025 New
Vanguard Malvern Fds
-
$4.41 Million 0.21% of portfolio
-
Q2 2025 Reduced 32.91%

Summary

  • Portfolio
  • No. of Stocks 254
  • Current Value $2.06 Billion
  • Prior Value $1.32 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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