Greenwich Wealth Management LLC Incresed Positions in Q1 2025

Greenwich Wealth Management LLC

  • $1.32 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
19K
+ 138.98%
$111.68 - $141.08 $2.13M - $2.69M
32.7K $3.82M
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
MEM
Matthews Asia Fds Emerging Mar
28.6K
+ 68.24%
N/A
70.5K $2.07M
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
Vanguard Malvern Fds
4.46K
+ 5.56%
N/A
84.7K $6.56M
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
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
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
Ishares Bitcoin Trust ETF
3.59K
+ 90.51%
N/A
7.55K $353K
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
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
XLV
Select Sector Spdr Fund Health

ETFs
45
+ 1.13%
$137.61 - $149.68 $6.19K - $6.74K
4.03K $588K
IAC
Iac/Inter Active Corp

Communication Services
320
+ 3.4%
$41.0 - $50.0 $13.1K - $16K
9.74K $447K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.02K
+ 13.37%
$30.73 - $32.26 $31.3K - $32.8K
8.62K $265K
SPSB
Spdr Portfolio Short Term Corp

ETFs
500
+ 1.26%
$29.82 - $30.1 $14.9K - $15.1K
40.1K $1.21M
ADNT
Adient PLC

Consumer Cyclical
10.2K
+ 41.61%
$12.81 - $18.26 $131K - $187K
34.8K $447K
PICK
Ishares Inc Msci Global Select

ETFs
20
+ 0.12%
$34.93 - $38.35 $699 - $767
17.3K $621K
NIO
Nio Inc.

Consumer Cyclical
2.23K
+ 11.66%
$3.75 - $5.22 $8.34K - $11.6K
21.3K $81K
RDVY
First Trust Rising Dividend Ac

ETFs
1
+ 0.01%
$57.22 - $63.39 $57.2 - $63.4
8.89K $520K
LMT
Lockheed Martin Corp

Industrials
26
+ 5.58%
$423.19 - $506.29 $11K - $13.2K
492 $220K
ETN
Eaton Corp PLC

Industrials
119
+ 16.06%
$271.83 - $371.23 $32.3K - $44.2K
860 $234K
FCX
Freeport Mcmoran Inc

Basic Materials
507
+ 0.31%
$34.5 - $43.01 $17.5K - $21.8K
163K $6.16M
MTCH
Match Group, Inc.

Communication Services
302
+ 1.54%
$30.08 - $36.47 $9.08K - $11K
19.9K $622K
CAT
Caterpillar Inc

Industrials
151
+ 6.38%
$326.75 - $407.63 $49.3K - $61.6K
2.52K $830K
STT
State Street Corp

Financial Services
57
+ 1.14%
$84.47 - $102.23 $4.81K - $5.83K
5.05K $452K
Bunge Limited
280
+ 0.59%
N/A
48K $3.67M
PFE
Pfizer Inc

Healthcare
3.67K
+ 2.81%
$25.01 - $27.13 $91.9K - $99.6K
134K $3.4M
ANVS
Annovis Bio, Inc.

Healthcare
14.1K
+ 44.28%
$1.5 - $5.39 $21.2K - $76.3K
46.1K $69K
ADM
Archer Daniels Midland CO

Consumer Defensive
348
+ 0.72%
$45.22 - $52.17 $15.7K - $18.2K
48.7K $2.34M
ARW
Arrow Electronics Inc

Technology
62
+ 0.28%
$101.93 - $119.3 $6.32K - $7.4K
22.1K $2.3M
DOW
Dow Inc.

Basic Materials
1.01K
+ 2.23%
$34.36 - $41.92 $34.7K - $42.4K
46.4K $1.62M
VB
Vanguard Small Cap ETF

ETFs
100
+ 0.69%
$217.89 - $252.64 $21.8K - $25.3K
14.6K $3.24M
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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