Greenwich Wealth Management LLC Purchases in Q2 2025

Greenwich Wealth Management LLC

  • $2.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
457
New
$470.37 - $663.28 $215K - $303K
457 $303K
Ge Vernova Inc
93
+ 9.02%
N/A
1.12K $595K
AVDE
American Centy ETF Tr Avantis

ETFs
522
+ 1.93%
$59.32 - $74.36 $31K - $38.8K
27.6K $2.04M
SWKS
Skyworks Solutions, Inc.

Technology
419
+ 1.93%
$49.2 - $74.95 $20.6K - $31.4K
22.2K $1.65M
ADM
Archer Daniels Midland CO

Consumer Defensive
253
+ 0.52%
$41.79 - $54.16 $10.6K - $13.7K
48.9K $2.58M
IVV
Ishares Core S&P 500 ETF

ETFs
91
+ 2.87%
$498.8 - $620.9 $45.4K - $56.5K
3.26K $2.02M
TTD
Trade Desk, Inc.

Technology
3.36K
New
$45.27 - $79.4 $152K - $267K
3.36K $242K
ADNT
Adient PLC

Consumer Cyclical
435
+ 1.25%
$10.34 - $19.72 $4.5K - $8.58K
35.2K $685K
ICE
Intercontinental Exchange, Inc.

Financial Services
175
+ 0.94%
$151.62 - $183.47 $26.5K - $32.1K
18.8K $3.44M
CARR
Carrier Global Corp

Industrials
3.13K
New
$55.55 - $75.83 $174K - $237K
3.13K $229K
Ishares Bitcoin Trust ETF
1.71K
+ 22.66%
N/A
9.26K $567K
RF
Regions Financial Corp

Financial Services
689
+ 0.63%
$18.34 - $23.52 $12.6K - $16.2K
110K $2.58M
HON
Honeywell International Inc

Industrials
894
New
$182.86 - $232.88 $163K - $208K
894 $208K
HOOD
Robinhood Markets, Inc.

Technology
2.17K
New
$34.17 - $93.63 $74K - $203K
2.17K $203K
Bunge Limited
9
+ 0.02%
N/A
48K $3.85M
NRZ
New Residential Investment Corp.

Real Estate
16.2K
New
N/A
16.2K $183K
STT
State Street Corp

Financial Services
867
+ 17.16%
$75.33 - $106.34 $65.3K - $92.2K
5.92K $629K
NVT
N Vent Electric PLC

Industrials
275
+ 3.85%
$45.2 - $73.35 $12.4K - $20.2K
7.42K $544K
GM
General Motors CO

Consumer Cyclical
50
+ 0.07%
$42.48 - $50.46 $2.12K - $2.52K
75.9K $3.74M
SNV
Synovus Financial Corp

Financial Services
28
+ 0.08%
$38.27 - $51.75 $1.07K - $1.45K
33.1K $1.71M
CAT
Caterpillar Inc

Industrials
29
+ 1.15%
$273.94 - $388.21 $7.94K - $11.3K
2.55K $988K
EWJ
Ishares Msci Japan ETF

ETFs
1.43K
+ 19.06%
$61.32 - $75.28 $87.6K - $107K
8.92K $669K
BAC
Bank Of America Corp

Financial Services
5
+ 0.02%
$34.39 - $47.46 $172 - $237
27.1K $1.28M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.3K
+ 7.05%
$51.16 - $62.02 $66.5K - $80.6K
19.8K $1.23M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
725
+ 8.09%
$114.78 - $133.31 $83.2K - $96.6K
9.68K $1.29M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.18K
+ 4.22%
$79.56 - $82.92 $93.5K - $97.4K
29K $2.41M
PNR
Pentair PLC

Industrials
102
+ 1.43%
$76.17 - $103.58 $7.77K - $10.6K
7.22K $742K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10
+ 0.31%
$171.4 - $227.1 $1.71K - $2.27K
3.23K $733K
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
10.2K
New
$5.99 - $11.1 $61.1K - $113K
10.2K $112K
XLK
Technology Sector Spdr

ETFs
208
+ 16.73%
$179.73 - $253.23 $37.4K - $52.7K
1.45K $368K
AGNC
Agnc Investment Corp.

Real Estate
11.6K
New
$8.12 - $9.49 $94.2K - $110K
11.6K $107K
DIS
Walt Disney CO

Communication Services
17
+ 0.44%
$81.72 - $124.01 $1.39K - $2.11K
3.85K $478K
OGN
Organon & Co.

Healthcare
10.2K
New
$8.04 - $14.72 $81.6K - $149K
10.2K $98K
AMT
American Tower Corp

Real Estate
360
+ 9.9%
$203.96 - $228.19 $73.4K - $82.1K
4K $883K
IR
Ingersoll Rand Inc.

Industrials
339
+ 1.7%
$66.75 - $84.94 $22.6K - $28.8K
20.3K $1.69M
KLAC
Kla Corp

Technology
7
+ 1.82%
$576.53 - $902.94 $4.04K - $6.32K
392 $351K
VT
Vanguard Total World Stk Index

ETFs
290
+ 7.21%
$103.16 - $128.52 $29.9K - $37.3K
4.31K $554K
PAYO
Payoneer Global Inc.

Technology
12.6K
New
$5.9 - $7.55 $74.3K - $95.1K
12.6K $86K
ETN
Eaton Corp PLC

Industrials
2
+ 0.23%
$246.52 - $356.99 $493 - $714
862 $308K
XRX
Xerox Holdings Corp

Technology
13.1K
New
$3.64 - $5.95 $47.7K - $77.9K
13.1K $69K
NEE
Nextera Energy Inc

Utilities
1.22K
+ 9.62%
$64.11 - $75.0 $78.1K - $91.4K
13.9K $963K
V
Visa Inc.

Financial Services
138
+ 10.83%
$308.27 - $373.31 $42.5K - $51.5K
1.41K $502K
AXP
American Express CO

Financial Services
2
+ 0.19%
$231.39 - $318.98 $463 - $638
1.04K $332K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1K
+ 18.59%
$38.18 - $45.52 $38.2K - $45.5K
6.38K $279K
RDVY
First Trust Rising Dividend Ac

ETFs
1
+ 0.01%
$51.6 - $62.74 $51.6 - $62.7
8.89K $558K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1K
+ 2.5%
$29.82 - $30.19 $29.8K - $30.2K
41.1K $1.24M
ANVS
Annovis Bio, Inc.

Healthcare
900
+ 1.95%
$1.22 - $3.24 $1.1K - $2.92K
47K $102K
ALL
Allstate Corp

Financial Services
217
+ 11.1%
$180.53 - $212.64 $39.2K - $46.1K
2.17K $437K
CVS
Cvs Health Corp

Healthcare
1
+ 0.0%
$60.04 - $70.18 $60 - $70.2
23.7K $1.63M
Activity Summary
Buys All Purchases 127 New Holdings 24 Increased Positions 103 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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