Greenwich Wealth Management LLC Reduced Holdings in Q3 2025

Greenwich Wealth Management LLC

  • $2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.37M
- 91.0%
$153.3 - $186.58 $210M - $256M
135K $25.3M
NUE
Nucor Corp

Basic Materials
-700K
- 73.62%
$133.3 - $150.33 $93.3M - $105M
251K $34M
ORCL
Oracle Corp

Technology
-145K
- 43.71%
$218.96 - $328.33 $31.8M - $47.6M
187K $52.6M
BCS
Barclays PLC

Financial Services
-911K
- 76.99%
$17.88 - $21.05 $16.3M - $19.2M
272K $5.63M
OPY
Oppenheimer Holdings Inc

Financial Services
-181K
- 59.1%
$66.02 - $79.85 $11.9M - $14.4M
125K $9.24M
BEN
Franklin Resources Inc

Financial Services
-309K
- 51.49%
$23.13 - $26.03 $7.15M - $8.05M
291K $6.74M
AAPL
Apple Inc.

Technology
-55.2K
- 26.96%
$202.38 - $256.87 $11.2M - $14.2M
149K $38.1M
AXON
Axon Enterprise, Inc.

Industrials
-2
- 0.01%
$698.02 - $870.97 $1.4K - $1.74K
26.9K $19.3M
MELI
Mercadolibre Inc

Consumer Cyclical
-15
- 0.27%
$2292.04 - $2514.05 $34.4K - $37.7K
5.55K $13M
COIN
Coinbase Global, Inc.

Technology
-7
- 0.01%
$297.99 - $419.78 $2.09K - $2.94K
100K $33.8M
CI
Cigna Corp

Healthcare
-248
- 1.67%
$262.23 - $334.39 $65K - $82.9K
14.6K $4.22M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.11K
- 51.98%
$85.01 - $90.35 $604K - $642K
6.57K $587K
TT
Trane Technologies PLC

Industrials
-212
- 0.93%
$398.96 - $472.54 $84.6K - $100K
22.7K $9.57M
VNLA
Janus Henderson Short Duration

ETFs
-4.73K
- 2.99%
$48.99 - $49.29 $231K - $233K
153K $7.55M
NFLX
Netflix Inc

Communication Services
-97
- 14.35%
$1147.87 - $1297.18 $111K - $126K
579 $694K
AMT
American Tower Corp

Real Estate
-415
- 10.38%
$192.32 - $232.35 $79.8K - $96.4K
3.58K $689K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.13K
- 29.32%
$275.84 - $326.36 $311K - $368K
2.72K $888K
IFF
International Flavors & Fragrances Inc

Basic Materials
-7
- 0.05%
$60.3 - $77.46 $422 - $542
14.9K $919K
ARW
Arrow Electronics Inc

Technology
-128
- 0.58%
$114.66 - $133.24 $14.7K - $17.1K
22K $2.66M
Vanguard Malvern Fds
-2.18K
- 3.84%
N/A
54.6K $4.28M
ETN
Eaton Corp PLC

Industrials
-286
- 33.18%
$342.99 - $392.76 $98.1K - $112K
576 $215K
CRM
Salesforce, Inc.

Technology
-25
- 1.04%
$231.66 - $273.65 $5.79K - $6.84K
2.38K $565K
SNV
Synovus Financial Corp

Financial Services
-28
- 0.08%
$46.55 - $59.6 $1.3K - $1.67K
33K $1.62M
IVV
Ishares Core S&P 500 ETF

ETFs
-364
- 11.17%
$620.67 - $670.08 $226K - $244K
2.9K $1.94M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.78K
- 0.99%
$50.53 - $50.82 $89.9K - $90.5K
177K $9M
CSCO
Cisco Systems, Inc.

Technology
-9
- 0.01%
$66.2 - $71.79 $596 - $646
86.1K $5.89M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.1K
- 2.94%
$55.61 - $57.37 $61.4K - $63.3K
36.5K $2.08M
PG
Procter & Gamble CO

Consumer Defensive
-52
- 0.8%
$150.47 - $161.22 $7.82K - $8.38K
6.43K $989K
FCNCA
First Citizens Bancshares Inc

Financial Services
-4
- 1.92%
$1789.16 - $2158.23 $7.16K - $8.63K
204 $365K
XLV
Select Sector Spdr Fund Health

ETFs
-426
- 11.0%
$129.01 - $139.72 $55K - $59.5K
3.45K $480K
ADP
Automatic Data Processing Inc

Industrials
-39
- 2.28%
$288.69 - $310.94 $11.3K - $12.1K
1.67K $491K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-528
- 9.03%
$59.5 - $62.99 $31.4K - $33.3K
5.32K $334K
XRX
Xerox Holdings Corp

Technology
-2.99K
- 22.84%
$3.62 - $6.65 $10.8K - $19.9K
10.1K $38K
IAC
Iac/Inter Active Corp

Communication Services
-30
- 0.34%
$34.01 - $41.67 $1.02K - $1.25K
8.75K $298K
PAYO
Payoneer Global Inc.

Technology
-1.7K
- 13.53%
$6.05 - $7.42 $10.3K - $12.6K
10.9K $66K
NEE
Nextera Energy Inc

Utilities
-1.33K
- 9.61%
$69.77 - $77.54 $93K - $103K
12.5K $947K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.02K
- 6.76%
$53.81 - $57.52 $54.7K - $58.5K
14K $807K
KMB
Kimberly Clark Corp

Consumer Defensive
-4
- 0.17%
$121.72 - $136.77 $487 - $547
2.37K $295K
STT
State Street Corp

Financial Services
-584
- 9.86%
$102.01 - $117.25 $59.6K - $68.5K
5.34K $619K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-90
- 1.86%
$91.44 - $91.77 $8.23K - $8.26K
4.76K $436K
CVX
Chevron Corp

Energy
-268
- 10.1%
$145.57 - $161.83 $39K - $43.4K
2.39K $371K
UNP
Union Pacific Corp

Industrials
-79
- 4.24%
$214.91 - $237.16 $17K - $18.7K
1.78K $422K
SWKS
Skyworks Solutions, Inc.

Technology
-720
- 3.25%
$67.52 - $82.97 $48.6K - $59.7K
21.4K $1.65M
ALL
Allstate Corp

Financial Services
-101
- 4.65%
$192.0 - $214.65 $19.4K - $21.7K
2.07K $445K
MCD
Mcdonalds Corp

Consumer Cyclical
-61
- 2.56%
$291.67 - $316.99 $17.8K - $19.3K
2.32K $706K
VTRS
Viatris Inc

Healthcare
-876
- 3.92%
$8.74 - $10.69 $7.66K - $9.36K
21.5K $212K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-56
- 5.86%
$420.11 - $472.68 $23.5K - $26.5K
900 $422K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-179
- 5.55%
$225.11 - $247.9 $40.3K - $44.4K
3.05K $753K
XLE
Energy Sector Spdr

ETFs
-219
- 2.27%
$84.25 - $91.99 $18.5K - $20.1K
9.44K $843K
Activity Summary
Buys All Purchases 143 New Holdings 35 Increased Positions 108 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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