Greenwich Wealth Management LLC Reduced Holdings in Q1 2025

Greenwich Wealth Management LLC

  • $1.32 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBKR
Interactive Brokers Group, Inc.

Financial Services
-69.2K
- 2.49%
$161.03 - $235.53 $11.1M - $16.3M
2.71M $448M
NVDA
Nvidia Corp

Technology
-1.55K
- 0.34%
$106.98 - $149.43 $166K - $232K
456K $49.4M
ORCL
Oracle Corp

Technology
-443
- 0.13%
$139.81 - $186.47 $61.9K - $82.6K
332K $46.4M
AAPL
Apple Inc.

Technology
-2.01K
- 0.97%
$209.68 - $247.1 $422K - $497K
205K $45.5M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.72K
- 0.42%
$62.43 - $84.12 $169K - $228K
641K $38.7M
MSFT
Microsoft Corp

Technology
-1.35K
- 2.41%
$375.39 - $447.2 $508K - $605K
54.8K $20.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-22.4K
- 28.01%
$100.34 - $100.68 $2.25M - $2.26M
57.7K $5.81M
CCJ
Cameco Corp

Energy
-90
- 0.04%
$40.64 - $56.86 $3.66K - $5.12K
200K $8.24M
AXON
Axon Enterprise, Inc.

Industrials
-61
- 0.23%
$496.65 - $710.01 $30.3K - $43.3K
27K $14.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.79K
- 2.24%
$65.15 - $91.81 $117K - $164K
78.1K $5.1M
BX
Blackstone Inc.

Financial Services
-121
- 0.29%
$136.53 - $186.74 $16.5K - $22.6K
41K $5.73M
AVGO
Broadcom Inc.

Technology
-1.26K
- 8.57%
$167.43 - $244.7 $210K - $307K
13.4K $2.24M
AMAT
Applied Materials Inc

Technology
-60
- 0.11%
$145.06 - $195.51 $8.7K - $11.7K
53.1K $7.71M
DOCU
Docusign, Inc.

Technology
-474
- 0.5%
$74.7 - $97.7 $35.4K - $46.3K
93.4K $7.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.49K
- 8.77%
$190.26 - $242.06 $283K - $360K
15.5K $2.94M
GS
Goldman Sachs Group Inc

Financial Services
-8
- 0.03%
$524.81 - $672.19 $4.2K - $5.38K
29.1K $15.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-12.2K
- 43.24%
$51.45 - $58.51 $628K - $714K
16K $830K
BEN
Franklin Resources Inc

Financial Services
-1.63K
- 0.27%
$18.92 - $22.24 $30.8K - $36.2K
600K $11.6M
GOOGL
Alphabet Inc.

Communication Services
-1.72K
- 20.59%
$154.33 - $206.19 $265K - $354K
6.62K $1.02M
SWKS
Skyworks Solutions, Inc.

Technology
-60
- 0.28%
$64.12 - $93.96 $3.85K - $5.64K
21.7K $1.41M
GM
General Motors CO

Consumer Cyclical
-101
- 0.13%
$45.22 - $54.92 $4.57K - $5.55K
75.9K $3.57M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.63K
- 28.83%
$126.11 - $135.06 $458K - $490K
8.96K $1.16M
PH
Parker Hannifin Corp

Industrials
-161
- 1.31%
$591.65 - $707.05 $95.3K - $114K
12.2K $7.39M
TSLA
Tesla, Inc.

Consumer Cyclical
-383
- 18.48%
$222.15 - $428.22 $85.1K - $164K
1.69K $438K
GOOG
Alphabet Inc.

Communication Services
-52
- 0.48%
$156.06 - $207.71 $8.12K - $10.8K
10.7K $1.67M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-738
- 9.57%
$165.25 - $224.62 $122K - $166K
6.98K $1.16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-28
- 0.11%
$102.49 - $119.96 $2.87K - $3.36K
25.1K $2.62M
META
Meta Platforms, Inc.

Communication Services
-416
- 12.34%
$576.36 - $736.67 $240K - $306K
2.96K $1.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-580
- 12.5%
$211.47 - $267.17 $123K - $155K
4.06K $859K
IWM
Ishares Russell 2000 ETF

ETFs
-340
- 4.07%
$198.1 - $229.79 $67.4K - $78.1K
8.01K $1.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-274
- 7.96%
$554.06 - $615.85 $152K - $169K
3.17K $1.78M
TLRY
Tilray Brands, Inc.

Healthcare
-940
- 0.27%
$0.59 - $1.46 $555 - $1.37K
354K $233K
ASML
Asml Holding Nv

Technology
-313
- 38.36%
$662.63 - $776.99 $207K - $243K
503 $333K
UEC
Uranium Energy Corp

Energy
-40
- 0.04%
$4.77 - $8.2 $191 - $328
105K $501K
HLN
Haleon PLC

Healthcare
-21.2K
- 51.97%
$9.02 - $10.67 $191K - $226K
19.5K $201K
CRM
Salesforce, Inc.

Technology
-63
- 2.49%
$268.36 - $359.95 $16.9K - $22.7K
2.47K $662K
BAC
Bank Of America Corp

Financial Services
-2.75K
- 9.23%
$39.61 - $47.74 $109K - $131K
27.1K $1.13M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.5K
- 39.28%
$73.78 - $76.59 $184K - $191K
3.87K $296K
BV
Bright View Holdings, Inc.

Industrials
-1
- -0.0%
$12.27 - $16.15 $12.3 - $16.2
55K $706K
ADBE
Adobe Inc.

Technology
-109
- 5.23%
$377.84 - $464.11 $41.2K - $50.6K
1.98K $758K
COST
Costco Wholesale Corp

Consumer Defensive
-199
- 16.62%
$890.62 - $1076.86 $177K - $214K
998 $944K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-462
- 12.55%
$192.82 - $222.1 $89.1K - $103K
3.22K $621K
JPM
Jpmorgan Chase & CO

Financial Services
-928
- 6.83%
$225.19 - $279.95 $209K - $260K
12.7K $3.1M
IFF
International Flavors & Fragrances Inc

Basic Materials
-509
- 3.29%
$76.48 - $87.72 $38.9K - $44.6K
14.9K $1.16M
KD
Kyndryl Holdings, Inc.

Technology
-1.65K
- 5.84%
$31.32 - $43.45 $51.6K - $71.6K
26.6K $834K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-536
- 4.88%
$81.1 - $94.7 $43.5K - $50.8K
10.4K $846K
AXP
American Express CO

Financial Services
-356
- 25.54%
$255.39 - $325.87 $90.9K - $116K
1.04K $279K
UPS
United Parcel Service Inc

Industrials
-529
- 11.39%
$109.66 - $136.26 $58K - $72.1K
4.12K $453K
VTRS
Viatris Inc

Healthcare
-4.13K
- 16.32%
$8.68 - $12.42 $35.8K - $51.2K
21.1K $184K
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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