Greenwich Wealth Management LLC Incresed Positions in Q4 2024

Greenwich Wealth Management LLC

  • $1.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
89.9K
+ 104.4%
$63.31 - $82.85 $5.69M - $7.45M
176K $13M
AAPL
Apple Inc.

Technology
236
+ 0.11%
$221.69 - $259.02 $52.3K - $61.1K
207K $51.8M
Vanguard Malvern Fds
39.1K
+ 95.04%
N/A
80.2K $6.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
422
+ 0.2%
$567.81 - $607.81 $240K - $256K
208K $122M
DOCU
Docusign, Inc.

Technology
184
+ 0.2%
$61.42 - $106.99 $11.3K - $19.7K
93.9K $8.45M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
45K
+ 36.54%
$50.62 - $50.97 $2.28M - $2.29M
168K $8.53M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.02%
$486.1 - $608.57 $2.43K - $3.04K
29.1K $16.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
26.4K
+ 84.45%
$50.37 - $50.6 $1.33M - $1.34M
57.8K $2.91M
AVGO
Broadcom Inc.

Technology
1.09K
+ 8.06%
$159.67 - $250.0 $174K - $273K
14.6K $3.39M
BX
Blackstone Inc.

Financial Services
7
+ 0.02%
$148.45 - $199.05 $1.04K - $1.39K
41.1K $7.09M
CCJ
Cameco Corp

Energy
50
+ 0.02%
$48.64 - $61.14 $2.43K - $3.06K
200K $10.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.3K
+ 29.11%
$57.53 - $60.83 $822K - $870K
63.4K $3.65M
AMZN
Amazon Com Inc

Consumer Cyclical
300
+ 1.8%
$180.88 - $232.93 $54.3K - $69.9K
16.9K $3.72M
CSCO
Cisco Systems, Inc.

Technology
772
+ 0.87%
$52.45 - $60.02 $40.5K - $46.3K
89.1K $5.28M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.53K
+ 56.2%
$126.68 - $134.74 $574K - $610K
12.6K $1.61M
JPM
Jpmorgan Chase & CO

Financial Services
812
+ 6.36%
$205.18 - $250.29 $167K - $203K
13.6K $3.26M
MS
Morgan Stanley

Financial Services
1.04K
+ 8.18%
$104.42 - $134.99 $108K - $140K
13.7K $1.72M
GOOGL
Alphabet Inc.

Communication Services
1.17K
+ 16.28%
$161.86 - $196.66 $189K - $230K
8.33K $1.58M
MSFT
Microsoft Corp

Technology
2.03K
+ 3.74%
$406.35 - $454.46 $823K - $920K
56.1K $23.6M
GOOG
Alphabet Inc.

Communication Services
517
+ 5.05%
$163.08 - $198.16 $84.3K - $102K
10.8K $2.05M
KD
Kyndryl Holdings, Inc.

Technology
144
+ 0.51%
$22.43 - $35.79 $3.23K - $5.15K
28.2K $976K
AVLV
American Centy ETF Tr Avantis
3.37K
+ 2.97%
$65.51 - $71.22 $220K - $240K
117K $7.8M
PIPR
Piper Sandler Companies

Financial Services
17
+ 0.08%
$280.53 - $348.81 $4.77K - $5.93K
20.1K $6.04M
AVUV
American Centy ETF Tr Avantis

ETFs
2.69K
+ 3.44%
$94.37 - $106.41 $253K - $286K
80.9K $7.81M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.79K
+ 20.43%
$53.94 - $58.15 $258K - $279K
28.2K $1.59M
XLF
Financial Sector Spdr

ETFs
869
+ 1.31%
$44.89 - $51.34 $39K - $44.6K
67.2K $3.25M
BAC
Bank Of America Corp

Financial Services
2.7K
+ 9.98%
$39.22 - $47.77 $106K - $129K
29.8K $1.31M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
186
+ 2.47%
$172.07 - $207.36 $32K - $38.6K
7.71K $1.52M
SAMT
Advisors Inn.Circle Fd Iii Str
5.29K
+ 14.53%
$27.63 - $31.15 $146K - $165K
41.6K $1.21M
NFLX
Netflix Inc

Communication Services
55
+ 9.18%
$687.65 - $936.56 $37.8K - $51.5K
654 $583K
PH
Parker Hannifin Corp

Industrials
162
+ 1.33%
$621.74 - $709.46 $101K - $115K
12.3K $7.84M
COST
Costco Wholesale Corp

Consumer Defensive
116
+ 10.73%
$873.59 - $994.69 $101K - $115K
1.2K $1.1M
AXP
American Express CO

Financial Services
356
+ 34.3%
$267.35 - $305.57 $95.2K - $109K
1.39K $414K
JCI
Johnson Controls International PLC

Industrials
1.14K
+ 3.69%
$74.23 - $86.6 $84.3K - $98.3K
31.9K $2.52M
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.35K
+ 12.35%
$29.77 - $30.19 $129K - $131K
39.6K $1.18M
META
Meta Platforms, Inc.

Communication Services
117
+ 3.59%
$554.08 - $632.68 $64.8K - $74K
3.37K $1.97M
BEN
Franklin Resources Inc

Financial Services
776
+ 0.13%
$19.35 - $22.76 $15K - $17.7K
602K $12.2M
MRK
Merck & Co., Inc.

Healthcare
1.69K
+ 33.81%
$96.31 - $114.76 $162K - $193K
6.67K $664K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.52K
+ 8.97%
$61.68 - $67.87 $93.8K - $103K
18.5K $1.15M
DIS
Walt Disney CO

Communication Services
236
+ 6.15%
$92.39 - $117.6 $21.8K - $27.8K
4.07K $453K
Ea Series Trust
711
+ 23.84%
N/A
3.69K $407K
JNJ
Johnson & Johnson

Healthcare
934
+ 29.11%
$143.34 - $165.86 $134K - $155K
4.14K $599K
CVX
Chevron Corp

Energy
585
+ 21.0%
$141.15 - $162.53 $82.6K - $95.1K
3.37K $488K
MUR
Murphy Oil Corp

Energy
4.34K
+ 27.72%
$28.14 - $36.09 $122K - $157K
20K $605K
HPE
Hewlett Packard Enterprise CO

Technology
212
+ 0.28%
$19.31 - $23.95 $4.09K - $5.08K
75.6K $1.61M
VB
Vanguard Small Cap ETF

ETFs
90
+ 0.63%
$233.76 - $261.58 $21K - $23.5K
14.5K $3.48M
IVV
Ishares Core S&P 500 ETF

ETFs
41
+ 1.21%
$570.51 - $610.59 $23.4K - $25K
3.44K $2.03M
V
Visa Inc.

Financial Services
34
+ 2.69%
$273.87 - $320.91 $9.31K - $10.9K
1.3K $410K
CRWD
Crowd Strike Holdings, Inc.

Technology
30
+ 4.02%
$275.15 - $388.2 $8.25K - $11.6K
776 $265K
Activity Summary
Buys All Purchases 149 New Holdings 19 Increased Positions 130 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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