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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.14B
$602 Million 29.22% of portfolio
10,864,532
Q2 2025 Added 301.59%
$4.62B
$29 Million 1.41% of portfolio
104,200
Q2 2025 Added 415.1%
$4.34B
$6.58 Million 0.32% of portfolio
146,960
Q2 2025 Reduced 0.01%
$9.07B
$5.62 Million 0.27% of portfolio
49,491
Q2 2025 Reduced 0.23%
$8.5B
$3.12 Million 0.15% of portfolio
28,267
Q2 2025 Added 0.46%
$3.43B
$2.96 Million 0.14% of portfolio
63,321
Q2 2025 Added 0.63%
$7.92B
$2.82 Million 0.14% of portfolio
22,141
Q2 2025 Added 0.05%
$7.11B
$1.71 Million 0.08% of portfolio
33,067
Q2 2025 Added 0.08%
$6.71B
$1.07 Million 0.05% of portfolio
25,479
Q2 2025 Reduced 4.1%
$3.77B
$713,000 0.03% of portfolio
104,811
Q1 2025 Reduced 0.04%
$2.17B
$685,000 0.03% of portfolio
35,211
Q2 2025 Added 1.25%
$2.84B
$328,000 0.02% of portfolio
8,777
Q2 2025 Reduced 9.88%
$3.61B
$490,000 0.02% of portfolio
21,765
Q2 2025 Added 13.51%
$5.22B
$107,000 0.01% of portfolio
11,603
Q2 2025 New
$5.48B
$112,000 0.01% of portfolio
10,201
Q2 2025 New
$5.08B
$183,000 0.01% of portfolio
16,249
Q2 2025 New
$2.3B
$98,000 0.0% of portfolio
10,151
Q2 2025 New
$7.47B
$62,000 0.0% of portfolio
17,990
Q2 2025 Reduced 15.59%
$3.2B
$91,000 0.0% of portfolio
10,861
Q2 2025 Reduced 14.71%

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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