Greenwich Wealth Management LLC Incresed Positions in Q2 2025

Greenwich Wealth Management LLC

  • $2.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
DIS
Walt Disney CO

Communication Services
17
+ 0.44%
$81.72 - $124.01 $1.39K - $2.11K
3.85K $478K
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
ETN
Eaton Corp PLC

Industrials
2
+ 0.23%
$246.52 - $356.99 $493 - $714
862 $308K
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
MRK
Merck & Co., Inc.

Healthcare
1.21K
+ 18.78%
$73.47 - $87.12 $88.5K - $105K
7.62K $603K
Ea Series Trust
187
+ 5.35%
N/A
3.68K $415K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
175
+ 7.46%
$121.58 - $136.74 $21.3K - $23.9K
2.52K $342K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
250
+ 6.47%
$75.05 - $77.34 $18.8K - $19.3K
4.12K $318K
VTRS
Viatris Inc

Healthcare
1.19K
+ 5.62%
$7.26 - $9.12 $8.62K - $10.8K
22.3K $199K
ADBE
Adobe Inc.

Technology
15
+ 0.76%
$340.0 - $420.68 $5.1K - $6.31K
1.99K $770K
SJM
J M Smucker CO

Consumer Defensive
1.5K
+ 21.51%
$94.41 - $118.52 $142K - $178K
8.49K $834K
MLPX
Global X Mlp & Energy Infrastr

ETFs
127
+ 2.22%
$55.32 - $65.02 $7.03K - $8.26K
5.85K $366K
ACN
Accenture PLC

Technology
37
+ 2.56%
$279.23 - $323.21 $10.3K - $12K
1.48K $443K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.21%
$210.83 - $235.28 $422 - $471
962 $213K
UPS
United Parcel Service Inc

Industrials
264
+ 6.41%
$91.92 - $110.2 $24.3K - $29.1K
4.38K $442K
Sandisk Corp
111
+ 0.84%
N/A
13.3K $603K
AMGN
Amgen Inc

Healthcare
2
+ 0.16%
$262.28 - $309.85 $525 - $620
1.23K $343K
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 0.76%
$285.55 - $321.23 $5.14K - $5.78K
2.38K $696K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.38%
$390.26 - $489.06 $781 - $978
535 $217K
PFE
Pfizer Inc

Healthcare
3.84K
+ 2.86%
$21.59 - $24.84 $82.8K - $95.3K
138K $3.35M
XLE
Energy Sector Spdr

ETFs
312
+ 3.34%
$76.44 - $94.13 $23.8K - $29.4K
9.66K $819K
MUR
Murphy Oil Corp

Energy
2.59K
+ 13.51%
$19.62 - $29.21 $50.8K - $75.7K
21.8K $490K
IFF
International Flavors & Fragrances Inc

Basic Materials
7
+ 0.05%
$66.85 - $79.33 $468 - $555
14.9K $1.1M
WOLF
Wolfspeed, Inc.

Technology
1.05K
+ 4.66%
$0.4 - $4.46 $418 - $4.66K
23.4K $9K
PG
Procter & Gamble CO

Consumer Defensive
42
+ 0.65%
$157.66 - $172.39 $6.62K - $7.24K
6.49K $1.03M
Safehold Inc
1
+ 0.0%
N/A
22K $343K
DD
Du Pont De Nemours, Inc.

Basic Materials
359
+ 1.72%
$55.13 - $75.25 $19.8K - $27K
21.2K $1.45M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.03%
$170.16 - $206.27 $681 - $825
14K $2.61M
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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