Greenwich Wealth Management LLC Top Holdings and 13F Report (2025) About Greenwich Wealth Management LLCInvestment ActivityGreenwich Wealth Management LLC has $2.06 million in total holdings as of June 30, 2025.Greenwich Wealth Management LLC owns shares of 253 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 43.86% of the portfolio was purchased this quarter.About 0.90% of the portfolio was sold this quarter.This quarter, Greenwich Wealth Management LLC has purchased 237 new stocks and bought additional shares in 103 stocks.Greenwich Wealth Management LLC sold shares of 85 stocks and completely divested from 8 stocks this quarter.Largest Holdings Interactive Brokers Group $602,004NVIDIA $237,936SPDR S&P 500 ETF Trust $134,506Nucor $123,145Oracle $72,584 Largest New Holdings this Quarter 670346105 - Nucor $123,145 Holding983134107 - Wynn Resorts $46,845 Holding19260Q107 - Coinbase Global $35,068 Holding808513105 - Charles Schwab $4,607 Holding922907712 - VANGUARD MUN BD FDS $3,055 Holding Largest Purchases this Quarter Interactive Brokers Group 8,159,175 shares (about $452.10K)NVIDIA 1,050,469 shares (about $165.96K)Nucor 950,630 shares (about $123.15K)Wynn Resorts 500,103 shares (about $46.85K)Coinbase Global 100,056 shares (about $35.07K) Largest Sales this Quarter Morgan Stanley 19,915 shares (about $2.81K)iShares 0-3 Month Treasury Bond ETF 26,620 shares (about $2.68K)VANGUARD MALVERN FDS 27,879 shares (about $2.16K)Avantis U.S. Small Cap Value ETF 22,749 shares (about $2.07K)Janus Henderson Mortgage-Backed Securities ETF 39,317 shares (about $1.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenwich Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIBKRInteractive Brokers Group$602,004$452,100 ▲301.6%10,864,53229.2%FinanceNVDANVIDIA$237,936$165,963 ▲230.6%1,506,02111.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$134,506$300 ▲0.2%217,7016.5%FinanceNUENucor$123,145$123,145 ▲New Holding950,6306.0%Basic MaterialsORCLOracle$72,584$1 ▲0.0%331,9933.5%Computer and TechnologyGRAYSCALE BITCOIN TR BTC$50,106$298 ▼-0.6%637,1372.4%SHS REP COM UTWYNNWynn Resorts$46,845$46,845 ▲New Holding500,1032.3%Consumer DiscretionaryAAPLApple$41,977$32 ▼-0.1%204,5982.0%Computer and TechnologyCOINCoinbase Global$35,068$35,068 ▲New Holding100,0561.7%FinancePALANTIR TECHNOLOGIES INC$29,021$66 ▼-0.2%212,8921.4%CL APIPRPiper Sandler Companies$28,961$23,339 ▲415.1%104,2001.4%FinanceMSFTMicrosoft$27,120$115 ▼-0.4%54,5221.3%Computer and TechnologyQQQInvesco QQQ$22,389$68 ▲0.3%40,5871.1%FinanceAXONAxon Enterprise$22,271$83 ▼-0.4%26,8991.1%AerospaceBCSBarclays$21,9980.0%1,183,3401.1%FinanceGSThe Goldman Sachs Group$20,678$88 ▲0.4%29,2161.0%FinanceOPYOppenheimer$20,1060.0%305,7031.0%FinanceIBMInternational Business Machines$17,159$72 ▼-0.4%58,2100.8%Computer and TechnologyCBOECboe Global Markets$16,331$3 ▼0.0%70,0290.8%Financial ServicesCCJCameco$14,8560.0%200,1350.7%Basic MaterialsGOOGAlphabet$14,758$12,859 ▲677.1%83,1970.7%Computer and TechnologyMELIMercadoLibre$14,550$175 ▲1.2%5,5670.7%Retail/WholesaleBENFranklin Resources$14,321$1 ▲0.0%600,4520.7%FinanceWYWeyerhaeuser$14,2390.0%554,2560.7%ConstructionTTTrane Technologies$10,015$9 ▼-0.1%22,8960.5%ConstructionAMATApplied Materials$9,725$5 ▼0.0%53,1190.5%Computer and TechnologyAVLVAvantis U.S. Large Cap Value ETF$9,172$678 ▲8.0%134,4700.4%ETFJAAAJanus Henderson AAA CLO ETF$9,084$407 ▼-4.3%178,9960.4%ETFGWREGuidewire Software$8,763$20 ▲0.2%37,2180.4%Computer and TechnologyJANUS DETROIT STR TR$8,704$5,221 ▲149.9%165,4080.4%HENDERSON SECURIVOOVanguard S&P 500 ETF$8,596$35 ▲0.4%15,1330.4%ETFPHParker-Hannifin$8,4920.0%12,1590.4%IndustrialsREGNRegeneron Pharmaceuticals$8,481$7 ▲0.1%16,1540.4%MedicalVNLAJanus Henderson Short Duration Income ETF$7,772$5,843 ▲302.9%157,9650.4%ETFANGEL OAK FUNDS TRUST$7,584$4,800 ▲172.4%148,5090.4%OAK ULTRASHORTDOCUDocusign$7,2770.0%93,4200.4%Computer and TechnologyFCXFreeport-McMoRan$7,069$17 ▲0.2%163,0660.3%Basic MaterialsVIRTVirtu Financial$6,582$1 ▼0.0%146,9600.3%FinanceUNHUnitedHealth Group$6,183$61 ▼-1.0%19,8200.3%MedicalAVUVAvantis U.S. Small Cap Value ETF$6,158$2,072 ▼-25.2%67,6000.3%ETFBXBlackstone$6,149$14 ▲0.2%41,1060.3%FinanceCSCOCisco Systems$5,974$9 ▼-0.2%86,1070.3%Computer and TechnologyJPIEJPMorgan Income ETF$5,903$3,690 ▲166.7%127,4320.3%ETFPYPLPayPal$5,795$13 ▼-0.2%77,9720.3%Business ServicesDIASPDR Dow Jones Industrial Average ETF Trust$5,788$54 ▼-0.9%13,1350.3%FinanceOSKOshkosh$5,619$13 ▼-0.2%49,4910.3%Auto/Tires/TrucksVXUSVanguard Total International Stock ETF$5,196$5 ▼-0.1%75,2080.3%ETFCICigna Group$4,918$37 ▼-0.7%14,8770.2%MedicalSCHWCharles Schwab$4,607$4,607 ▲New Holding50,4920.2%FinanceVANGUARD MALVERN FDS$4,408$2,163 ▼-32.9%56,8230.2%CORE BD ETFSAMTStrategas Macro Thematic Opportunities ETF$4,348$1,261 ▲40.9%126,2800.2%ETFFFord Motor$4,002$309 ▲8.4%368,8140.2%Auto/Tires/TrucksVOVanguard Mid-Cap ETF$3,890$38 ▲1.0%13,9000.2%ETFBUNGE LIMITED$3,854$1 ▲0.0%48,0020.2%COMGMGeneral Motors$3,736$2 ▲0.1%75,9210.2%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$3,671$2 ▲0.1%12,6620.2%FinanceAVGOBroadcom$3,656$33 ▼-0.9%13,2640.2%Computer and TechnologyVBVanguard Small-Cap ETF$3,449$8 ▼-0.2%14,5540.2%ETFICEIntercontinental Exchange$3,442$32 ▲0.9%18,7620.2%FinanceHPQHP$3,426$1 ▲0.0%140,0450.2%Computer and TechnologyYNDXYandex$3,3750.0%61,0000.2%Computer and TechnologyAMZNAmazon.com$3,360$30 ▼-0.9%15,3160.2%Retail/WholesalePFEPfizer$3,345$93 ▲2.9%137,9890.2%MedicalXLFFinancial Select Sector SPDR Fund$3,324$64 ▼-1.9%63,4800.2%ETFANGEL OAK FUNDS TRUST$3,289$2,338 ▲245.9%158,1310.2%INCOME ETFJCIJohnson Controls International$3,253$3 ▲0.1%30,7990.2%ConstructionSGOViShares 0-3 Month Treasury Bond ETF$3,127$2,680 ▼-46.2%31,0580.2%ETFBPOPPopular$3,115$14 ▲0.5%28,2670.2%FinanceVANGUARD MUN BD FDS$3,055$3,055 ▲New Holding41,5290.1%CORE TAX EXEMPTTEXTerex$2,956$19 ▲0.6%63,3210.1%IndustrialsBRK.BBerkshire Hathaway$2,837$71 ▼-2.4%5,8400.1%FinanceARWArrow Electronics$2,821$1 ▲0.0%22,1410.1%Computer and TechnologyAMXAmerica Movil$2,7530.0%153,4400.1%Computer and TechnologyNDAQNasdaq$2,690$17 ▲0.6%30,0850.1%FinanceABBVAbbVie$2,607$1 ▲0.0%14,0440.1%MedicalADMArcher Daniels Midland$2,582$13 ▲0.5%48,9190.1%Consumer StaplesRFRegions Financial$2,582$16 ▲0.6%109,7600.1%FinanceWDCWestern Digital$2,575$44 ▲1.8%40,2390.1%Computer and TechnologyMEMMatthews Emerging Markets Equity Active ETF$2,570$277 ▲12.1%79,0840.1%ETFIJRiShares Core S&P Small-Cap ETF$2,544$195 ▼-7.1%23,2770.1%ETFJPSTJPMorgan Ultra-Short Income ETF$2,443$755 ▼-23.6%48,1970.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,409$97 ▲4.2%29,0470.1%ETFFLEXFlex$2,3960.0%48,0000.1%Computer and TechnologyCTVACorteva$2,3500.0%31,5350.1%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$2,255$20 ▼-0.9%12,4100.1%ETFLLYEli Lilly and Company$2,162$3 ▼-0.1%2,7730.1%MedicalMETAMeta Platforms$2,158$24 ▼-1.1%2,9230.1%Computer and TechnologyALLEAllegion$2,142$28 ▼-1.3%14,8640.1%IndustrialsJEPIJPMorgan Equity Premium Income ETF$2,136$43 ▼-2.0%37,5770.1%ETFPRMEPrime Medicine$2,090$67 ▲3.3%846,2010.1%MedicalEA SERIES TRUST$2,058$144 ▲7.5%63,8910.1%ASTORIA US EQUALEBAYeBay$2,053$0 ▼0.0%27,5710.1%Retail/WholesaleAVDEAvantis International Equity ETF$2,044$39 ▲1.9%27,6130.1%ETFAPHAmphenol$2,033$1 ▲0.0%20,5880.1%Computer and TechnologyCNCCentene$2,031$2 ▼-0.1%37,4230.1%MedicalIVViShares Core S&P 500 ETF$2,024$57 ▲2.9%3,2590.1%ETFVANGUARD MUN BD FDS$1,960$1,960 ▲New Holding25,8940.1%SHORT TAX EXEMPTVWOVanguard FTSE Emerging Markets ETF$1,873$5 ▼-0.3%37,8590.1%ETFCWHCamping World$1,8480.0%107,5000.1%Auto/Tires/TrucksMSMorgan Stanley$1,808$2,806 ▼-60.8%12,8330.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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