Greenwich Wealth Management LLC Portfolio Holdings

Greenwich Wealth Management LLC

  • $2.06 Billion
  • Q2 2025

Greenwich Wealth Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.06 Billion distributed in 254 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Interactive Brokers Group, Inc. with a value of $602M, Nvidia Corp with a value of $238M, Spdr S&P 500 ETF Trust with a value of $135M, Nucor Corp with a value of $123M, and Oracle Corp with a value of $72.6M.

Examining the 13F form we can see an increase of $739M in the current position value, from $1.32B to 2.06B.

Greenwich Wealth Management LLC is based out at Greenwich, CT

Below you can find more details about Greenwich Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.06 Billion
Financial Services: $775 Million
Technology: $522 Million
ETFs: $311 Million
Basic Materials: $136 Million
Consumer Cyclical: $79.7 Million
Industrials: $63.6 Million
Healthcare: $36.2 Million
Communication Services: $22.6 Million
Other: $41.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.1B
$2.82 Million 0.14% of portfolio
22,141
Q2 2025 Added 0.05%
$641B
$2.84 Million 0.14% of portfolio
5,840
Q2 2025 Reduced 2.44%
$46.6B
$2.69 Million 0.13% of portfolio
30,085
Q2 2025 Added 0.62%
$34.2B
$2.58 Million 0.13% of portfolio
48,919
Q2 2025 Added 0.52%
$372B
$2.61 Million 0.13% of portfolio
14,044
Q2 2025 Added 0.03%
$25.1B
$2.58 Million 0.13% of portfolio
109,760
Q2 2025 Added 0.63%
$30B
$2.58 Million 0.12% of portfolio
40,239
Q2 2025 Added 1.76%
$25.4B
$2.4 Million 0.12% of portfolio
48,000
Q3 2023 Reduced 73.77%
-
$2.57 Million 0.12% of portfolio
-
Q2 2025 Added 12.1%
$52.1B
$2.35 Million 0.11% of portfolio
31,535
Q3 2024 Reduced 1.53%
$50.8B
$2.05 Million 0.1% of portfolio
27,571
Q2 2025 Reduced 0.02%
$14.9B
$2.14 Million 0.1% of portfolio
14,864
Q2 2025 Reduced 1.29%
$17.6B
$2.03 Million 0.1% of portfolio
37,423
Q2 2025 Reduced 0.09%
$356M
$2.09 Million 0.1% of portfolio
846,201
Q2 2025 Added 3.32%
$1.72T
$2.16 Million 0.1% of portfolio
2,923
Q2 2025 Reduced 1.12%
$713B
$2.16 Million 0.1% of portfolio
2,773
Q2 2025 Reduced 0.14%
$258B
$1.81 Million 0.09% of portfolio
12,833
Q2 2025 Reduced 60.81%
$744M
$1.85 Million 0.09% of portfolio
107,500
Q1 2022 Reduced -0.0%
$1.3T
$1.67 Million 0.08% of portfolio
7,362
Q2 2025 Added 5.53%
$7.49B
$1.71 Million 0.08% of portfolio
33,067
Q2 2025 Added 0.08%
$12B
$1.65 Million 0.08% of portfolio
22,162
Q2 2025 Added 1.93%
$32.1B
$1.69 Million 0.08% of portfolio
20,257
Q2 2025 Added 1.7%
$30.7B
$1.66 Million 0.08% of portfolio
81,257
Q2 2025 Added 2.65%
$94.2B
$1.63 Million 0.08% of portfolio
23,665
Q2 2025 Added 0.0%
$183B
$1.69 Million 0.08% of portfolio
38,944
Q2 2025 Reduced 1.58%
$275B
$1.37 Million 0.07% of portfolio
11,312
Q2 2025 Reduced 0.77%
$38.4B
$1.45 Million 0.07% of portfolio
21,191
Q2 2025 Added 1.72%
$1.43T
$1.14 Million 0.06% of portfolio
6,493
Q2 2025 Reduced 1.89%
$17B
$1.26 Million 0.06% of portfolio
47,485
Q2 2025 Added 2.43%
$461B
$1.3 Million 0.06% of portfolio
12,083
Q2 2025 Reduced 0.63%
$404B
$1.28 Million 0.06% of portfolio
27,056
Q2 2025 Added 0.02%
$100B
$1.27 Million 0.06% of portfolio
56,728
Q2 2025 Reduced 0.48%
$221B
$988,000 0.05% of portfolio
2,546
Q2 2025 Added 1.15%
$433B
$986,000 0.05% of portfolio
996
Q2 2025 Reduced 0.2%
$16.6B
$1.1 Million 0.05% of portfolio
14,947
Q2 2025 Added 0.05%
$378B
$1.03 Million 0.05% of portfolio
6,486
Q2 2025 Added 0.65%
$138B
$963,000 0.05% of portfolio
13,876
Q2 2025 Added 9.62%
$189B
$1.1 Million 0.05% of portfolio
1,071
Q2 2025 Reduced 1.47%
$7.51B
$1.07 Million 0.05% of portfolio
25,479
Q2 2025 Reduced 4.1%
$562B
$905,000 0.04% of portfolio
676
Q2 2025 Added 24.72%
$165B
$770,000 0.04% of portfolio
1,991
Q2 2025 Added 0.76%
$18B
$742,000 0.04% of portfolio
7,223
Q2 2025 Added 1.43%
$11.8B
$834,000 0.04% of portfolio
8,490
Q2 2025 Added 21.51%
$1.33B
$916,000 0.04% of portfolio
55,000
Q1 2025 Reduced -0.0%
$90.6B
$883,000 0.04% of portfolio
3,997
Q2 2025 Added 9.9%
$13.8B
$784,000 0.04% of portfolio
37,284
Q2 2025 Reduced 2.98%
$127B
$840,000 0.04% of portfolio
24,847
Q4 2023 Reduced 42.02%
$252B
$657,000 0.03% of portfolio
2,409
Q2 2025 Reduced 2.31%
$145B
$694,000 0.03% of portfolio
6,261
Q2 2025 Reduced 4.18%

Summary

  • Portfolio
  • No. of Stocks 254
  • Current Value $2.06 Billion
  • Prior Value $1.32 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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