Greenwich Wealth Management LLC Reduced Holdings in Q2 2025

Greenwich Wealth Management LLC

  • $2.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-194
- 0.97%
$274.35 - $599.47 $53.2K - $116K
19.8K $6.18M
AAPL
Apple Inc.

Technology
-156
- 0.08%
$172.42 - $223.89 $26.9K - $34.9K
205K $42M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-26.6K
- 46.15%
$100.35 - $100.71 $2.67M - $2.68M
31.1K $3.13M
Vanguard Malvern Fds
-27.9K
- 32.91%
N/A
56.8K $4.41M
MS
Morgan Stanley

Financial Services
-19.9K
- 60.81%
$99.83 - $140.86 $1.99M - $2.81M
12.8K $1.81M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-39.3K
- 57.88%
$43.89 - $45.45 $1.73M - $1.79M
28.6K $1.29M
AVUV
American Centy ETF Tr Avantis

ETFs
-22.7K
- 25.18%
$75.17 - $91.21 $1.71M - $2.07M
67.6K $6.16M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-14.9K
- 23.61%
$50.36 - $50.68 $750K - $755K
48.2K $2.44M
PSC
Principal ETF U.S. Small Cap M

ETFs
-12.8K
- 69.41%
$43.14 - $53.28 $552K - $682K
5.64K $300K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-8.03K
- 4.29%
$49.79 - $50.75 $400K - $407K
179K $9.08M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-2.64K
- 41.11%
$95.74 - $115.54 $252K - $305K
3.78K $432K
CNC
Centene Corp

Healthcare
-35
- 0.09%
$53.4 - $64.29 $1.87K - $2.25K
37.4K $2.03M
GLD
Spdr Gold Trust

ETFs
-1.01K
- 20.84%
$273.71 - $316.29 $275K - $318K
3.82K $1.17M
XOM
Exxon Mobil Corp

Energy
-77
- 0.63%
$99.93 - $119.04 $7.69K - $9.17K
12.1K $1.3M
LLY
Eli Lilly & CO

Healthcare
-4
- 0.14%
$713.71 - $898.95 $2.85K - $3.6K
2.77K $2.16M
IAC
Iac/Inter Active Corp

Communication Services
-962
- 9.88%
$32.68 - $40.02 $31.4K - $38.5K
8.78K $328K
VZ
Verizon Communications Inc

Communication Services
-625
- 1.58%
$41.67 - $45.62 $26K - $28.5K
38.9K $1.69M
JNJ
Johnson & Johnson

Healthcare
-263
- 8.32%
$146.36 - $159.82 $38.5K - $42K
2.9K $442K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-850
- 14.92%
$91.43 - $91.74 $77.7K - $78K
4.85K $445K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.78K
- 7.11%
$90.56 - $109.49 $161K - $195K
23.3K $2.54M
PEP
Pepsico Inc

Consumer Defensive
-6
- 0.14%
$128.02 - $151.37 $768 - $908
4.16K $550K
CVX
Chevron Corp

Energy
-64
- 2.35%
$133.73 - $168.51 $8.56K - $10.8K
2.65K $380K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.03K
- 9.88%
$69.8 - $85.28 $72K - $87.9K
9.41K $780K
XLV
Select Sector Spdr Fund Health

ETFs
-151
- 3.75%
$128.77 - $144.3 $19.4K - $21.8K
3.87K $522K
RTX
Raytheon Technologies Corp

Industrials
-951
- 16.78%
$113.75 - $148.48 $108K - $141K
4.72K $689K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-750
- 1.96%
$51.14 - $57.0 $38.4K - $42.8K
37.6K $2.14M
IYE
Ishares Tr

ETFs
-705
- 13.14%
$40.36 - $49.67 $28.5K - $35K
4.66K $211K
WU
Western Union CO

Financial Services
-1.87K
- 14.71%
$8.37 - $10.63 $15.7K - $19.9K
10.9K $91K
GILD
Gilead Sciences, Inc.

Healthcare
-273
- 4.18%
$96.91 - $113.0 $26.5K - $30.8K
6.26K $694K
CL
Colgate Palmolive CO

Consumer Defensive
-203
- 3.85%
$87.57 - $96.0 $17.8K - $19.5K
5.07K $461K
KIM
Kimco Realty Corp

Real Estate
-1.14K
- 2.98%
$18.7 - $21.69 $21.4K - $24.8K
37.3K $784K
INTC
Intel Corp

Technology
-272
- 0.48%
$18.13 - $22.69 $4.93K - $6.17K
56.7K $1.27M
CRWD
Crowd Strike Holdings, Inc.

Technology
-240
- 37.27%
$321.63 - $509.31 $77.2K - $122K
404 $206K
FCNCA
First Citizens Bancshares Inc

Financial Services
-22
- 9.57%
$1561.69 - $1966.55 $34.4K - $43.3K
208 $407K
NIO
Nio Inc.

Consumer Cyclical
-3.32K
- 15.59%
$3.14 - $4.31 $10.4K - $14.3K
18K $62K
ADP
Automatic Data Processing Inc

Industrials
-76
- 4.25%
$276.76 - $326.81 $21K - $24.8K
1.71K $528K
CMCSA
Comcast Corp

Communication Services
-201
- 2.13%
$32.84 - $36.72 $6.6K - $7.38K
9.22K $329K
UNP
Union Pacific Corp

Industrials
-5
- 0.27%
$208.27 - $238.46 $1.04K - $1.19K
1.86K $428K
CI
Cigna Corp

Healthcare
-112
- 0.75%
$301.89 - $340.04 $33.8K - $38.1K
14.9K $4.92M
MMM
3 M CO

Industrials
-158
- 7.09%
$126.09 - $154.15 $19.9K - $24.4K
2.07K $315K
PFF
Ishares Trust Ishares Pfd And

ETFs
-371
- 4.3%
$29.0 - $30.68 $10.8K - $11.4K
8.25K $253K
MTCH
Match Group, Inc.

Communication Services
-157
- 0.79%
$27.03 - $31.93 $4.24K - $5.01K
19.8K $611K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-981
- 6.12%
$45.88 - $54.4 $45K - $53.4K
15K $819K
XLB
Select Sector Spdr Fd Material

ETFs
-200
- 5.57%
$74.27 - $88.92 $14.9K - $17.8K
3.39K $298K
CRM
Salesforce, Inc.

Technology
-57
- 2.31%
$236.26 - $291.15 $13.5K - $16.6K
2.41K $657K
MA
Mastercard Inc

Financial Services
-15
- 3.52%
$479.92 - $590.74 $7.2K - $8.86K
411 $231K
LMT
Lockheed Martin Corp

Industrials
-17
- 3.46%
$430.82 - $486.45 $7.32K - $8.27K
475 $220K
SRLN
Ssga Active Trust

ETFs
-163
- 1.09%
$39.47 - $41.59 $6.43K - $6.78K
14.7K $613K
GPRO
Go Pro, Inc.

Technology
-502
- 3.37%
$0.48 - $0.91 $241 - $457
14.4K $11K
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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