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
$553,000 0.03% of portfolio
6,185
Q2 2022 Reduced 1.9%
$252B
$657,000 0.03% of portfolio
2,409
Q2 2025 Reduced 2.31%
$0
$554,000 0.03% of portfolio
4,310
Q2 2025 Added 7.21%
$0
$647,000 0.03% of portfolio
17,219
Q2 2025 Reduced 0.43%
$145B
$694,000 0.03% of portfolio
6,261
Q2 2025 Reduced 4.18%
Ge Vernova Inc
-
$595,000 0.03% of portfolio
-
Q2 2025 Added 9.02%
$302B
$636,000 0.03% of portfolio
2,470
Q1 2025 Reduced 8.69%
Sandisk Corp
-
$603,000 0.03% of portfolio
-
Q2 2025 Added 0.84%
$227B
$689,000 0.03% of portfolio
4,718
Q2 2025 Reduced 16.78%
$0
$522,000 0.03% of portfolio
3,874
Q2 2025 Reduced 3.75%
$0
$669,000 0.03% of portfolio
8,920
Q2 2025 Added 19.06%
$195B
$550,000 0.03% of portfolio
4,162
Q2 2025 Reduced 0.14%
$0
$613,000 0.03% of portfolio
14,742
Q2 2025 Reduced 1.09%
$41B
$629,000 0.03% of portfolio
5,920
Q2 2025 Added 17.16%
$230B
$696,000 0.03% of portfolio
2,384
Q2 2025 Added 0.76%
$213B
$603,000 0.03% of portfolio
7,620
Q2 2025 Added 18.78%
$1.06B
$652,000 0.03% of portfolio
18,500
Q2 2025 New
Ishares Bitcoin Trust ETF
-
$567,000 0.03% of portfolio
-
Q2 2025 Added 22.66%
$4.31B
$713,000 0.03% of portfolio
104,811
Q1 2025 Reduced 0.04%
$15.4B
$544,000 0.03% of portfolio
7,421
Q2 2025 Added 3.85%
$11B
$611,000 0.03% of portfolio
19,774
Q2 2025 Reduced 0.79%
$0
$546,000 0.03% of portfolio
6,133
Q1 2025 Reduced 0.02%
$430B
$666,000 0.03% of portfolio
1,816
Q1 2025 Reduced 2.0%
$124B
$528,000 0.03% of portfolio
1,711
Q2 2025 Reduced 4.25%
$2.33B
$685,000 0.03% of portfolio
35,211
Q2 2025 Added 1.25%
$0
$323,000 0.02% of portfolio
6,991
Q4 2024 Reduced 1.41%
Safehold Inc
-
$343,000 0.02% of portfolio
-
Q2 2025 Added 0.0%
$61.5B
$442,000 0.02% of portfolio
4,380
Q2 2025 Added 6.41%
$0
$368,000 0.02% of portfolio
1,451
Q2 2025 Added 16.73%
$134B
$428,000 0.02% of portfolio
1,862
Q2 2025 Reduced 0.27%
$560B
$502,000 0.02% of portfolio
1,412
Q2 2025 Added 10.83%
$0
$475,000 0.02% of portfolio
7,939
Q1 2022 Added 0.13%
$161B
$443,000 0.02% of portfolio
1,481
Q2 2025 Added 2.56%
$0
$342,000 0.02% of portfolio
2,521
Q2 2025 Added 7.46%
$0
$318,000 0.02% of portfolio
4,115
Q2 2025 Added 6.47%
$466B
$442,000 0.02% of portfolio
2,897
Q2 2025 Reduced 8.32%
$0
$496,000 0.02% of portfolio
15,187
Q1 2025 Reduced 0.65%
Ea Series Trust
-
$415,000 0.02% of portfolio
-
Q2 2025 Added 5.35%
$51.3B
$355,000 0.02% of portfolio
10,875
Q2 2025 New
$0
$406,000 0.02% of portfolio
956
Q2 2025 Reduced 9.56%
$29.2B
$407,000 0.02% of portfolio
208
Q2 2025 Reduced 9.57%
$0
$477,000 0.02% of portfolio
8,054
Q1 2025 Reduced 10.14%
$3.04B
$328,000 0.02% of portfolio
8,777
Q2 2025 Reduced 9.88%
$70.2B
$461,000 0.02% of portfolio
5,069
Q2 2025 Reduced 3.85%
$150B
$329,000 0.02% of portfolio
9,215
Q2 2025 Reduced 2.13%
$301B
$380,000 0.02% of portfolio
2,654
Q2 2025 Reduced 2.35%
$217B
$478,000 0.02% of portfolio
3,853
Q2 2025 Added 0.44%
$0
$432,000 0.02% of portfolio
3,776
Q2 2025 Reduced 41.11%
$129B
$351,000 0.02% of portfolio
392
Q2 2025 Added 1.82%

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
Track This Portfolio

Track Greenwich Wealth Management LLC Portfolio

Follow Greenwich Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenwich Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greenwich Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email