Greenwich Wealth Management LLC Portfolio Holdings

Greenwich Wealth Management LLC

  • $1.32 Billion
  • Q1 2025

Greenwich Wealth Management LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.32 Billion distributed in 238 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Interactive Brokers Group, Inc. with a value of $448M, Spdr S&P 500 ETF Trust with a value of $122M, Nvidia Corp with a value of $49.4M, Oracle Corp with a value of $46.4M, and Apple Inc. with a value of $45.5M.

Examining the 13F form we can see an decrease of $96.9M in the current position value, from $1.42B to 1.32B.

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 $1.32 Billion
Financial Services: $576 Million
ETFs: $279 Million
Technology: $245 Million
Industrials: $48.4 Million
Healthcare: $42.8 Million
Consumer Cyclical: $26.9 Million
Real Estate: $17.8 Million
Basic Materials: $12.5 Million
Other: $28.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.22 Million 0.24% of portfolio
64,708
Q1 2025 Reduced 3.68%
$101B
$3.21 Million 0.24% of portfolio
18,587
Q1 2025 Reduced 2.07%
$0
$3.19 Million 0.24% of portfolio
63,093
Q1 2025 Added 9.23%
$0
$3.24 Million 0.24% of portfolio
14,589
Q1 2025 Added 0.69%
$622B
$3.19 Million 0.24% of portfolio
5,986
Q1 2025 Reduced 4.5%
$855B
$3.1 Million 0.23% of portfolio
12,655
Q1 2025 Reduced 6.83%
$0
$3.07 Million 0.23% of portfolio
67,923
Q1 2025 Added 13.1%
$2.32T
$2.94 Million 0.22% of portfolio
15,452
Q1 2025 Reduced 8.77%
$331B
$2.94 Million 0.22% of portfolio
14,040
Q1 2025 Reduced 1.45%
-
$2.79 Million 0.21% of portfolio
-
Q1 2025 New
$8.37B
$2.6 Million 0.2% of portfolio
28,137
Q1 2024 Reduced 4.0%
$0
$2.62 Million 0.2% of portfolio
25,060
Q1 2025 Reduced 0.11%
$0
$2.62 Million 0.2% of portfolio
89,642
Q1 2025 Added 115.24%
$74.6B
$2.47 Million 0.19% of portfolio
30,766
Q1 2025 Reduced 3.64%
$24.5B
$2.37 Million 0.18% of portfolio
109,071
Q4 2024 Reduced 0.42%
$30.4B
$2.34 Million 0.18% of portfolio
48,666
Q1 2025 Added 0.72%
$0
$2.2 Million 0.17% of portfolio
47,784
Q1 2025 Added 131.59%
$738B
$2.29 Million 0.17% of portfolio
2,777
Q1 2025 Reduced 4.6%
$43.7B
$2.27 Million 0.17% of portfolio
29,900
Q4 2024 Reduced 1.07%
$0
$2.28 Million 0.17% of portfolio
27,872
Q1 2025 Reduced 2.62%
America Movil Sab De Cv Spon Adr L
-
$2.18 Million 0.17% of portfolio
-
Q1 2025 Reduced 0.06%
$15.8B
$2.27 Million 0.17% of portfolio
37,458
Q4 2024 Reduced 0.79%
$0
$2.19 Million 0.17% of portfolio
38,327
Q1 2025 Reduced 39.56%
$113B
$2.24 Million 0.17% of portfolio
13,384
Q1 2025 Reduced 8.57%
$8.37B
$2.3 Million 0.17% of portfolio
22,131
Q1 2025 Added 0.28%
-
$2.07 Million 0.16% of portfolio
-
Q1 2025 Added 68.24%
$0
$2.17 Million 0.16% of portfolio
12,522
Q1 2025 Added 310.29%
$13.4B
$1.96 Million 0.15% of portfolio
15,058
Q1 2025 Reduced 0.21%
$0
$1.93 Million 0.15% of portfolio
39,208
Q1 2025 Added 57.39%
$53B
$1.99 Million 0.15% of portfolio
31,535
Q3 2024 Reduced 1.53%
$0
$1.8 Million 0.14% of portfolio
27,091
Q1 2025 Added 52.7%
$180B
$1.8 Million 0.14% of portfolio
39,569
Q1 2025 Reduced 3.38%
$44.9B
$1.87 Million 0.14% of portfolio
27,576
Q1 2025 Reduced 4.1%
$0
$1.72 Million 0.13% of portfolio
37,957
Q1 2025 Added 0.12%
$1.58T
$1.7 Million 0.13% of portfolio
2,956
Q1 2025 Reduced 12.34%
$0
$1.78 Million 0.13% of portfolio
3,168
Q1 2025 Reduced 7.96%
$761M
$1.74 Million 0.13% of portfolio
107,500
Q1 2022 Reduced -0.0%
$1.17T
$1.67 Million 0.13% of portfolio
10,706
Q1 2025 Reduced 0.48%
Ea Series Trust
-
$1.74 Million 0.13% of portfolio
-
Q1 2025 New
$34.4B
$1.59 Million 0.12% of portfolio
19,918
Q4 2024 Reduced 0.34%
$80.2B
$1.6 Million 0.12% of portfolio
23,664
Q1 2025 Reduced 0.8%
$434M
$1.63 Million 0.12% of portfolio
819,001
Q1 2025 Added 5.81%
$8.67B
$1.54 Million 0.12% of portfolio
33,039
Q4 2024 Reduced 0.28%
$23.7B
$1.59 Million 0.12% of portfolio
48,000
Q3 2023 Reduced 73.77%
$21.3B
$1.6 Million 0.12% of portfolio
39,544
Q2 2024 Reduced 0.08%
$0
$1.6 Million 0.12% of portfolio
8,013
Q1 2025 Reduced 4.07%
$38.8B
$1.56 Million 0.12% of portfolio
20,832
Q1 2025 Reduced 1.54%
$20.9B
$1.62 Million 0.12% of portfolio
46,359
Q1 2025 Added 2.23%
$109B
$1.39 Million 0.11% of portfolio
4,828
Q1 2025 Added 2.16%

Summary

  • Portfolio
  • No. of Stocks 238
  • Current Value $1.32 Billion
  • Prior Value $1.42 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
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