Greenwich Wealth Management LLC Purchases in Q3 2024

Greenwich Wealth Management LLC

  • $1.47 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
12.2K
+ 888.11%
$136.27 - $1745.86 $1.66M - $21.3M
13.5K $2.34M
BV
Bright View Holdings, Inc.

Industrials
1
+ 0.0%
$12.56 - $15.97 $12.6 - $16
55K $866K
NVS
Novartis Ag

Healthcare
249
+ 2.17%
$106.13 - $120.89 $26.4K - $30.1K
11.7K $1.35M
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 0.48%
$194.9 - $224.8 $11.9K - $13.7K
12.8K $2.69M
CNHI
Cnh Industrial N.V.

Industrials
10.8K
New
$9.47 - $10.66 $102K - $115K
10.8K $120K
NRZ
New Residential Investment Corp.

Real Estate
10.4K
New
N/A
10.4K $118K
MMM
3 M CO

Industrials
160
+ 6.09%
$99.69 - $139.42 $16K - $22.3K
2.79K $381K
ADP
Automatic Data Processing Inc

Industrials
109
+ 6.03%
$233.44 - $279.45 $25.4K - $30.5K
1.92K $531K
VLY
Valley National Bancorp

Financial Services
10.4K
New
$6.58 - $9.34 $68.8K - $97.6K
10.4K $95K
UNP
Union Pacific Corp

Industrials
223
+ 11.94%
$221.78 - $256.09 $49.5K - $57.1K
2.09K $515K
ACN
Accenture PLC

Technology
26
+ 1.71%
$295.44 - $355.81 $7.68K - $9.25K
1.55K $548K
RDVY
First Trust Rising Dividend Ac

ETFs
851
+ 10.59%
$53.68 - $59.24 $45.7K - $50.4K
8.89K $526K
NIO
Nio Inc.

Consumer Cyclical
1.7K
+ 5.86%
$3.67 - $6.68 $6.24K - $11.4K
30.7K $205K
RSP
Invesco S&P 500 Equal Weight E

ETFs
225
+ 8.03%
$162.83 - $179.16 $36.6K - $40.3K
3.03K $542K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
30
+ 0.37%
$117.9 - $128.2 $3.54K - $3.85K
8.06K $1.03M
STT
State Street Corp

Financial Services
38
+ 0.73%
$73.37 - $89.31 $2.79K - $3.39K
5.24K $464K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
330
+ 16.37%
$125.95 - $142.04 $41.6K - $46.9K
2.35K $333K
LMT
Lockheed Martin Corp

Industrials
33
+ 6.73%
$460.3 - $584.56 $15.2K - $19.3K
523 $306K
Gsk PLC
1
+ 0.0%
N/A
32K $1.31M
DOW
Dow Inc.

Basic Materials
125
+ 0.29%
$50.15 - $55.41 $6.27K - $6.93K
42.9K $2.34M
CRM
Salesforce, Inc.

Technology
114
+ 4.46%
$238.42 - $276.53 $27.2K - $31.5K
2.67K $731K
TDG
Trans Digm Group Inc

Industrials
26
+ 11.4%
$1202.03 - $1427.41 $31.3K - $37.1K
254 $363K
XLV
Select Sector Spdr Fund Health

ETFs
234
+ 6.3%
$143.3 - $157.24 $33.5K - $36.8K
3.95K $608K
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 3.05%
$801.83 - $917.05 $25.7K - $29.3K
1.08K $959K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
600
+ 10.88%
$74.26 - $78.84 $44.6K - $47.3K
6.12K $479K
VTRS
Viatris Inc

Healthcare
2.78K
+ 12.62%
$10.32 - $12.13 $28.7K - $33.7K
24.8K $288K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.02%
$160.76 - $177.82 $161 - $178
6.44K $1.12M
ANVS
Annovis Bio, Inc.

Healthcare
1.4K
+ 9.29%
$5.27 - $15.46 $7.38K - $21.6K
16.5K $133K
XOM
Exxon Mobil Corp

Energy
165
+ 1.29%
$109.72 - $119.0 $18.1K - $19.6K
12.9K $1.52M
UEC
Uranium Energy Corp

Energy
900
+ 0.87%
$4.26 - $6.85 $3.83K - $6.17K
105K $651K
VT
Vanguard Total World Stk Index

ETFs
20
+ 0.69%
$107.72 - $119.96 $2.15K - $2.4K
2.93K $351K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.02%
$161.9 - $179.3 $162 - $179
4.27K $726K
PFF
Ishares Trust Ishares Pfd And

ETFs
174
+ 2.26%
$31.18 - $33.5 $5.43K - $5.83K
7.87K $262K
VMEO
Vimeo, Inc.

Technology
3
+ 0.02%
$3.55 - $5.35 $10.6 - $16
14.1K $71K
V
Visa Inc.

Financial Services
1
+ 0.08%
$253.74 - $291.56 $254 - $292
1.26K $347K
AMD
Advanced Micro Devices Inc

Technology
78
+ 5.36%
$128.67 - $183.96 $10K - $14.3K
1.53K $252K
INKT
Mi Nk Therapeutics, Inc.

Healthcare
10.8K
New
$0.74 - $1.14 $8K - $12.3K
10.8K $8K
ADNT
Adient PLC

Consumer Cyclical
2.32K
+ 9.98%
$19.9 - $25.76 $46.1K - $59.6K
25.5K $576K
SRLN
Ssga Active Trust

ETFs
40
+ 0.27%
$40.93 - $41.85 $1.64K - $1.67K
15K $627K
GPRO
Go Pro, Inc.

Technology
1.2K
+ 5.02%
$1.16 - $1.76 $1.39K - $2.11K
25.1K $34K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
232
+ 1.0%
$49.7 - $56.11 $11.5K - $13K
23.4K $1.29M
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
900
+ 8.33%
$7.58 - $10.54 $6.82K - $9.49K
11.7K $93K
FCEL
Fuelcell Energy Inc

Industrials
200
+ 0.74%
$0.38 - $0.69 $76 - $138
27.3K $10K
ADM
Archer Daniels Midland CO

Consumer Defensive
217
+ 0.45%
$57.96 - $65.72 $12.6K - $14.3K
48.1K $2.88M
APH
Amphenol Corp

Technology
261
+ 1.27%
$58.39 - $70.41 $15.2K - $18.4K
20.8K $1.36M
MUR
Murphy Oil Corp

Energy
2.02K
+ 14.82%
$32.79 - $42.32 $66.3K - $85.5K
15.7K $528K
Nextracker Inc
1.05K
+ 12.48%
N/A
9.5K $356K
NVT
N Vent Electric PLC

Industrials
59
+ 0.82%
$60.72 - $81.19 $3.58K - $4.79K
7.27K $511K
LRCX
Lam Research Corp

Technology
21
+ 8.61%
$731.56 - $1127.3 $15.4K - $23.7K
265 $216K
Activity Summary
Buys All Purchases 115 New Holdings 12 Increased Positions 103 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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