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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.35 Million 0.21% of portfolio
126,280
Q2 2025 Added 40.87%
Bunge Limited
-
$3.85 Million 0.19% of portfolio
-
Q2 2025 Added 0.02%
$0
$3.89 Million 0.19% of portfolio
13,900
Q2 2025 Added 0.98%
$46.2B
$4 Million 0.19% of portfolio
368,814
Q2 2025 Added 8.37%
$859B
$3.67 Million 0.18% of portfolio
12,662
Q2 2025 Added 0.06%
$82.7B
$3.74 Million 0.18% of portfolio
75,921
Q2 2025 Added 0.07%
$140B
$3.66 Million 0.18% of portfolio
13,264
Q2 2025 Reduced 0.9%
$97.1B
$3.44 Million 0.17% of portfolio
18,762
Q2 2025 Added 0.94%
$0
$3.45 Million 0.17% of portfolio
14,554
Q2 2025 Reduced 0.24%
$30.4B
$3.43 Million 0.17% of portfolio
140,045
Q2 2025 Added 0.01%
Nebius Group N.V.
-
$3.38 Million 0.16% of portfolio
-
Q1 2022 Added 281.25%
-
$3.29 Million 0.16% of portfolio
-
Q2 2025 Added 245.94%
$138B
$3.35 Million 0.16% of portfolio
137,989
Q2 2025 Added 2.86%
$73.8B
$3.25 Million 0.16% of portfolio
30,799
Q2 2025 Added 0.11%
$2.4T
$3.36 Million 0.16% of portfolio
15,316
Q2 2025 Reduced 0.88%
$0
$3.32 Million 0.16% of portfolio
63,480
Q2 2025 Reduced 1.9%
Vanguard Mun Bd Fds
-
$3.06 Million 0.15% of portfolio
-
Q2 2025 New
$9.12B
$3.12 Million 0.15% of portfolio
28,267
Q2 2025 Added 0.46%
$3.57B
$2.96 Million 0.14% of portfolio
63,321
Q2 2025 Added 0.63%
$8.09B
$2.82 Million 0.14% of portfolio
22,141
Q2 2025 Added 0.05%
$650B
$2.84 Million 0.14% of portfolio
5,840
Q2 2025 Reduced 2.44%
$46.7B
$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%
$371B
$2.61 Million 0.13% of portfolio
14,044
Q2 2025 Added 0.03%
$25.3B
$2.58 Million 0.13% of portfolio
109,760
Q2 2025 Added 0.63%
America Movil Sab De Cv Spon Adr L
-
$2.75 Million 0.13% of portfolio
-
Q1 2025 Reduced 0.06%
$0
$2.54 Million 0.12% of portfolio
23,277
Q2 2025 Reduced 7.11%
$0
$2.44 Million 0.12% of portfolio
48,197
Q2 2025 Reduced 23.61%
$29.6B
$2.58 Million 0.12% of portfolio
40,239
Q2 2025 Added 1.76%
$25.3B
$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%
$0
$2.41 Million 0.12% of portfolio
29,047
Q2 2025 Added 4.22%
$52.4B
$2.35 Million 0.11% of portfolio
31,535
Q3 2024 Reduced 1.53%
$0
$2.26 Million 0.11% of portfolio
12,410
Q2 2025 Reduced 0.89%
Vanguard Mun Bd Fds
-
$1.96 Million 0.1% of portfolio
-
Q2 2025 New
$51.1B
$2.05 Million 0.1% of portfolio
27,571
Q2 2025 Reduced 0.02%
$15.2B
$2.14 Million 0.1% of portfolio
14,864
Q2 2025 Reduced 1.29%
$16.3B
$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%
$0
$2.02 Million 0.1% of portfolio
3,259
Q2 2025 Added 2.87%
$1.72T
$2.16 Million 0.1% of portfolio
2,923
Q2 2025 Reduced 1.12%
$702B
$2.16 Million 0.1% of portfolio
2,773
Q2 2025 Reduced 0.14%
Ea Series Trust
-
$2.06 Million 0.1% of portfolio
-
Q2 2025 Added 7.52%
$0
$2.14 Million 0.1% of portfolio
37,577
Q2 2025 Reduced 1.96%
$0
$2.04 Million 0.1% of portfolio
27,613
Q2 2025 Added 1.93%
$65.8B
$2.03 Million 0.1% of portfolio
20,588
Q2 2025 Added 0.04%
$252B
$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%
$0
$1.87 Million 0.09% of portfolio
37,859
Q2 2025 Reduced 0.26%

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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