Greenwich Wealth Management LLC Purchases in Q1 2025

Greenwich Wealth Management LLC

  • $1.32 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Janus Detroit Str Tr
66.2K
New
N/A
66.2K $3.47M
UYLD
Angel Oak Fds Tr Ultrashort In
54.5K
New
N/A
54.5K $2.79M
MS
Morgan Stanley

Financial Services
19K
+ 138.98%
$111.68 - $141.08 $2.13M - $2.69M
32.7K $3.82M
Ea Series Trust
59.4K
New
N/A
59.4K $1.74M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.47K
+ 310.29%
$169.43 - $182.84 $1.6M - $1.73M
12.5K $2.17M
SAMT
Advisors Inn.Circle Fd Iii Str
48K
+ 115.24%
$28.43 - $33.08 $1.36M - $1.59M
89.6K $2.62M
JPIE
J P Morgan Exchange Traded Fd
27.2K
+ 131.59%
$45.46 - $46.18 $1.23M - $1.25M
47.8K $2.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
18.9K
+ 11.24%
$50.48 - $51.04 $954K - $965K
187K $9.48M
CARY
Angel Oak Fds Tr Income Etf(De
45.7K
New
N/A
45.7K $949K
PSC
Principal ETF U.S. Small Cap M

ETFs
18.4K
New
$47.13 - $54.5 $868K - $1M
18.4K $895K
CI
Cigna Corp

Healthcare
14
+ 0.09%
$274.49 - $329.0 $3.84K - $4.61K
15K $4.93M
VNLA
Janus Henderson Short Duration

ETFs
14.3K
+ 57.39%
$48.89 - $49.21 $699K - $704K
39.2K $1.93M
AVDE
American Centy ETF Tr Avantis

ETFs
9.35K
+ 52.7%
$60.63 - $68.55 $567K - $641K
27.1K $1.8M
Sandisk Corp
13.2K
New
N/A
13.2K $628K
JGRO
J P Morgan Exchange Traded Fd
6.53K
New
N/A
6.53K $481K
Vanguard Malvern Fds
4.46K
+ 5.56%
N/A
84.7K $6.56M
MBB
Ishares Tr

ETFs
4.82K
New
$90.37 - $94.08 $436K - $454K
4.82K $452K
JMBS
Janus Detroit Str Tr Henderson

ETFs
7.87K
+ 13.1%
$43.53 - $45.42 $342K - $357K
67.9K $3.07M
MLPX
Global X Mlp & Energy Infrastr

ETFs
5.72K
New
$59.6 - $67.2 $341K - $385K
5.72K $365K
VIRT
Virtu Financial, Inc.

Financial Services
4
+ 0.0%
$34.19 - $40.96 $137 - $164
147K $5.6M
AVLV
American Centy ETF Tr Avantis
7.69K
+ 6.58%
$63.51 - $70.42 $488K - $541K
125K $8.12M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.22K
+ 130.09%
$91.45 - $91.75 $295K - $296K
5.7K $523K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
812
+ 1.09%
$58.01 - $64.46 $47.1K - $52.3K
75.3K $4.68M
JKS
Jinko Solar Holding Co., Ltd.

Technology
15.4K
New
$18.64 - $27.91 $286K - $428K
15.4K $286K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.33K
+ 9.23%
$50.39 - $50.66 $269K - $270K
63.1K $3.19M
F
Ford Motor CO

Consumer Cyclical
23.7K
+ 7.5%
$9.12 - $10.43 $216K - $248K
340K $3.41M
GLD
Spdr Gold Trust

ETFs
102
+ 2.16%
$243.19 - $288.14 $24.8K - $29.4K
4.83K $1.39M
EIX
Edison International

Utilities
3.62K
New
$50.06 - $80.01 $181K - $290K
3.62K $213K
VEA
Vanguard Ftse Developed Market

ETFs
4.18K
New
$47.4 - $52.99 $198K - $222K
4.18K $213K
SJM
J M Smucker CO

Consumer Defensive
1.39K
+ 24.75%
$100.41 - $118.41 $139K - $164K
6.99K $827K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.68K
+ 10.0%
$468.34 - $539.52 $1.72M - $1.98M
40.5K $19M
ROIV
Roivant Sciences Ltd.

Healthcare
15.9K
New
$10.09 - $12.08 $161K - $193K
15.9K $161K
Ishares Bitcoin Trust ETF
3.59K
+ 90.51%
N/A
7.55K $353K
WU
Western Union CO

Financial Services
12.7K
New
$10.24 - $11.62 $130K - $148K
12.7K $135K
STNE
Stone Co Ltd.

Technology
11.4K
New
$7.85 - $11.45 $89.7K - $131K
11.4K $120K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.03K
+ 19.03%
$106.46 - $114.75 $109K - $118K
6.41K $706K
KMB
Kimberly Clark Corp

Consumer Defensive
400
+ 20.24%
$124.46 - $147.4 $49.8K - $59K
2.38K $338K
VT
Vanguard Total World Stk Index

ETFs
670
+ 20.0%
$115.08 - $123.97 $77.1K - $83.1K
4.02K $466K
AVUV
American Centy ETF Tr Avantis

ETFs
9.49K
+ 11.73%
$84.95 - $100.62 $806K - $954K
90.3K $7.88M
MMM
3 M CO

Industrials
135
+ 6.45%
$129.7 - $155.12 $17.5K - $20.9K
2.23K $327K
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
10.1K
New
$5.42 - $9.22 $54.5K - $92.7K
10.1K $54K
EWJ
Ishares Msci Japan ETF

ETFs
571
+ 8.25%
$65.24 - $71.7 $37.3K - $40.9K
7.49K $514K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
46
+ 0.12%
$42.5 - $46.71 $1.96K - $2.15K
38K $1.72M
KO
Coca Cola CO

Consumer Defensive
121
+ 3.42%
$60.81 - $72.32 $7.36K - $8.75K
3.66K $262K
IAC
Iac/Inter Active Corp

Communication Services
320
+ 3.4%
$41.0 - $50.0 $13.1K - $16K
9.74K $447K
XLV
Select Sector Spdr Fund Health

ETFs
45
+ 1.13%
$137.61 - $149.68 $6.19K - $6.74K
4.03K $588K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.02K
+ 13.37%
$30.73 - $32.26 $31.3K - $32.8K
8.62K $265K
ADNT
Adient PLC

Consumer Cyclical
10.2K
+ 41.61%
$12.81 - $18.26 $131K - $187K
34.8K $447K
SPSB
Spdr Portfolio Short Term Corp

ETFs
500
+ 1.26%
$29.82 - $30.1 $14.9K - $15.1K
40.1K $1.21M
Activity Summary
Buys All Purchases 75 New Holdings 16 Increased Positions 59 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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