Greenwich Wealth Management LLC Reduced Holdings in Q3 2024

Greenwich Wealth Management LLC

  • $1.47 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
-118K
- 90.34%
$92.07 - $106.96 $10.9M - $12.7M
12.7K $1.32M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-212K
- 63.23%
$50.52 - $50.95 $10.7M - $10.8M
123K $6.27M
NVDA
Nvidia Corp

Technology
-5.74K
- 0.32%
$98.91 - $134.91 $567K - $774K
1.78M $217M
AMAT
Applied Materials Inc

Technology
-18
- 0.03%
$174.88 - $254.97 $3.15K - $4.59K
53.1K $10.7M
CFLT
Confluent, Inc.

Technology
-5.39K
- 9.36%
$18.67 - $29.31 $101K - $158K
52.2K $1.06M
SWKS
Skyworks Solutions, Inc.

Technology
-213
- 0.98%
$96.22 - $120.68 $20.5K - $25.7K
21.6K $2.13M
GOOG
Alphabet Inc.

Communication Services
-93
- 0.9%
$149.54 - $192.66 $13.9K - $17.9K
10.2K $1.71M
GOOGL
Alphabet Inc.

Communication Services
-257
- 3.46%
$148.65 - $191.18 $38.2K - $49.1K
7.17K $1.19M
GM
General Motors CO

Consumer Cyclical
-5
- 0.01%
$39.95 - $49.9 $200 - $250
76K $3.41M
MRK
Merck & Co., Inc.

Healthcare
-317
- 5.98%
$111.15 - $128.97 $35.2K - $40.9K
4.99K $566K
CRWD
Crowd Strike Holdings, Inc.

Technology
-12
- 1.58%
$217.89 - $392.15 $2.61K - $4.71K
746 $209K
COP
Conocophillips

Energy
-440
- 17.05%
$102.3 - $116.61 $45K - $51.3K
2.14K $225K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-270
- 4.86%
$91.43 - $117.51 $24.7K - $31.7K
5.29K $561K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-274
- 7.0%
$178.94 - $207.0 $49K - $56.7K
3.64K $732K
CVX
Chevron Corp

Energy
-80
- 2.79%
$137.88 - $161.97 $11K - $13K
2.79K $410K
AMGN
Amgen Inc

Healthcare
-157
- 11.49%
$309.38 - $337.38 $48.6K - $53K
1.21K $390K
DIS
Walt Disney CO

Communication Services
-209
- 5.17%
$85.6 - $98.61 $17.9K - $20.6K
3.84K $369K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-3.29K
- 5.23%
$44.13 - $47.01 $145K - $154K
59.5K $2.78M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-147
- 1.92%
$147.95 - $191.05 $21.7K - $28.1K
7.53K $1.31M
BAC
Bank Of America Corp

Financial Services
-489
- 1.77%
$36.65 - $44.13 $17.9K - $21.6K
27.1K $1.08M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-2.46K
- 7.97%
$38.1 - $44.5 $93.6K - $109K
28.3K $1.22M
HON
Honeywell International Inc

Industrials
-24
- 2.03%
$196.73 - $220.21 $4.72K - $5.29K
1.16K $240K
TXN
Texas Instruments Inc

Technology
-132
- 10.38%
$194.6 - $194.6 $25.7K - $25.7K
1.14K $235K
ROP
Roper Technologies Inc

Industrials
-10
- 1.86%
$515.25 - $576.55 $5.15K - $5.77K
529 $294K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-12
- 0.07%
$1024.09 - $1201.76 $12.3K - $14.4K
16.1K $16.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-57
- 4.94%
$332.02 - $382.76 $18.9K - $21.8K
1.1K $412K
UPS
United Parcel Service Inc

Industrials
-33
- 0.78%
$123.32 - $147.38 $4.07K - $4.86K
4.22K $576K
TPL
Texas Pacific Land Corp

Energy
-62
- 17.97%
$724.86 - $952.13 $44.9K - $59K
283 $250K
FCNCA
First Citizens Bancshares Inc

Financial Services
-24
- 9.27%
$1685.92 - $2128.51 $40.5K - $51.1K
235 $432K
XLK
Technology Sector Spdr

ETFs
-10
- 0.8%
$197.34 - $237.68 $1.97K - $2.38K
1.24K $280K
NFLX
Netflix Inc

Communication Services
-32
- 5.07%
$598.55 - $722.26 $19.2K - $23.1K
599 $425K
CMCSA
Comcast Corp

Communication Services
-619
- 6.35%
$37.33 - $41.78 $23.1K - $25.9K
9.14K $382K
KO
Coca Cola CO

Consumer Defensive
-448
- 10.65%
$62.69 - $73.01 $28.1K - $32.7K
3.76K $270K
PICK
Ishares Inc Msci Global Select

ETFs
-978
- 4.9%
$36.29 - $43.35 $35.5K - $42.4K
19K $820K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-25
- 0.08%
$50.25 - $50.74 $1.26K - $1.27K
31.3K $1.59M
EWJ
Ishares Msci Japan ETF

ETFs
-197
- 2.03%
$63.12 - $72.99 $12.4K - $14.4K
9.5K $679K
BNDX
Vanguard Total International B

ETFs
-100
- 0.58%
$48.42 - $50.35 $4.84K - $5.04K
17K $856K
IVV
Ishares Core S&P 500 ETF

ETFs
-141
- 3.98%
$520.18 - $576.82 $73.3K - $81.3K
3.4K $1.96M
TLRY
Tilray Brands, Inc.

Healthcare
-260
- 0.07%
$1.62 - $2.03 $421 - $528
355K $624K
Brookfield Infrastructure CO Com Sb Vtg
-915
- 11.34%
N/A
7.15K $311K
JNJ
Johnson & Johnson

Healthcare
-58
- 1.78%
$145.48 - $167.38 $8.44K - $9.71K
3.21K $520K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-248
- 2.16%
$90.87 - $102.43 $22.5K - $25.4K
11.3K $1.11M
AVIV
American Centy ETF Tr Avantis
-20
- 0.15%
$50.37 - $56.43 $1.01K - $1.13K
13K $728K
AVDE
American Centy ETF Tr Avantis

ETFs
-538
- 3.0%
$60.09 - $67.67 $32.3K - $36.4K
17.4K $1.17M
CARR
Carrier Global Corp

Industrials
-93
- 2.85%
$61.9 - $80.88 $5.76K - $7.52K
3.17K $255K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-175
- 1.02%
$57.32 - $62.65 $10K - $11K
17K $1.06M
GILD
Gilead Sciences, Inc.

Healthcare
-726
- 9.45%
$66.59 - $83.99 $48.3K - $61K
6.96K $583K
TSLA
Tesla, Inc.

Consumer Cyclical
-426
- 15.66%
$191.76 - $263.26 $81.7K - $112K
2.29K $600K
SJM
J M Smucker CO

Consumer Defensive
-11
- 0.21%
$109.12 - $122.4 $1.2K - $1.35K
5.35K $648K
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
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