Greenwich Wealth Management LLC Portfolio Holdings
Greenwich Wealth Management LLC
- $1.47 Billion
- Q3 2024
Greenwich Wealth Management LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.47 Billion distributed in 248 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Interactive Brokers Group, Inc. with a value of $415M, Nvidia Corp with a value of $217M, Spdr S&P 500 ETF Trust with a value of $119M, Oracle Corp with a value of $56.6M, and Apple Inc. with a value of $48.1M.
Examining the 13F form we can see an increase of $101M in the current position value, from $1.37B to 1.47B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 248
- Current Value $1.47 Billion
- Prior Value $1.37 Billion
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 12 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 80 stocks