Greenwich Wealth Management LLC Top Holdings and 13F Report (2025) About Greenwich Wealth Management LLCInvestment ActivityGreenwich Wealth Management LLC has $1.32 million in total holdings as of March 31, 2025.Greenwich Wealth Management LLC owns shares of 237 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 2.56% of the portfolio was purchased this quarter.About 3.52% of the portfolio was sold this quarter.This quarter, Greenwich Wealth Management LLC has purchased 255 new stocks and bought additional shares in 59 stocks.Greenwich Wealth Management LLC sold shares of 127 stocks and completely divested from 34 stocks this quarter.Largest Holdings Interactive Brokers Group $447,980SPDR S&P 500 ETF Trust $121,508NVIDIA $49,373Oracle $46,415Apple $45,482 Largest New Holdings this Quarter 47103U746 - JANUS DETROIT STR TR $3,465 Holding03463K752 - ANGEL OAK FUNDS TRUST $2,785 Holding02072L433 - EA SERIES TRUST $1,739 Holding03463K760 - ANGEL OAK FUNDS TRUST $949 Holding74255Y607 - Principal U.S. Small-Cap Multi-Factor ETF $895 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 9,141 shares (about $5.11K)JANUS DETROIT STR TR 66,184 shares (about $3.47K)ANGEL OAK FUNDS TRUST 54,517 shares (about $2.79K)Morgan Stanley 19,045 shares (about $2.22K)EA SERIES TRUST 59,420 shares (about $1.74K) Largest Sales this Quarter Interactive Brokers Group 69,225 shares (about $11.46K)iShares 0-3 Month Treasury Bond ETF 22,439 shares (about $2.26K)JPMorgan Equity Premium Income ETF 25,082 shares (about $1.43K)JPMorgan Nasdaq Equity Premium Income ETF 12,211 shares (about $632.30)Microsoft 1,353 shares (about $507.90) 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$447,980$11,463 ▼-2.5%2,705,35733.9%FinanceSPYSPDR S&P 500 ETF Trust$121,508$5,113 ▲4.4%217,2169.2%FinanceNVDANVIDIA$49,373$168 ▼-0.3%455,5523.7%Computer and TechnologyORCLOracle$46,415$62 ▼-0.1%331,9893.5%Computer and TechnologyAAPLApple$45,482$447 ▼-1.0%204,7543.4%Computer and TechnologyGRAYSCALE BITCOIN TR BTC$38,703$164 ▼-0.4%640,9202.9%SHS REP COM UTMSFTMicrosoft$20,554$508 ▼-2.4%54,7541.6%Computer and TechnologyQQQInvesco QQQ$18,974$1,725 ▲10.0%40,4631.4%FinanceOPYOppenheimer$18,2290.0%305,7031.4%FinanceBCSBarclays$18,1760.0%1,183,3401.4%FinancePALANTIR TECHNOLOGIES INC$18,009$71 ▼-0.4%213,3781.4%CL AWYWeyerhaeuser$16,229$24 ▼-0.1%554,2561.2%ConstructionGSThe Goldman Sachs Group$15,892$4 ▼0.0%29,0911.2%FinanceCBOECboe Global Markets$15,849$61 ▼-0.4%70,0401.2%Financial ServicesIBMInternational Business Machines$14,535$31 ▼-0.2%58,4551.1%Computer and TechnologyAXONAxon Enterprise$14,200$32 ▼-0.2%26,9991.1%AerospaceBENFranklin Resources$11,558$31 ▼-0.3%600,4190.9%FinanceMELIMercadoLibre$10,7300.0%5,5000.8%Retail/WholesaleUNHUnitedHealth Group$10,482$120 ▼-1.1%20,0140.8%MedicalREGNRegeneron Pharmaceuticals$10,236$37 ▲0.4%16,1400.8%MedicalJAAAJanus Henderson AAA CLO ETF$9,484$959 ▲11.2%187,0220.7%ETFCCJCameco$8,238$4 ▼0.0%200,1350.6%Basic MaterialsAVLVAvantis U.S. Large Cap Value ETF$8,120$501 ▲6.6%124,5240.6%ETFAVUVAvantis U.S. Small Cap Value ETF$7,876$827 ▲11.7%90,3490.6%ETFVOOVanguard S&P 500 ETF$7,745$28 ▲0.4%15,0710.6%ETFTTTrane Technologies$7,721$26 ▲0.3%22,9170.6%ConstructionAMATApplied Materials$7,712$9 ▼-0.1%53,1450.6%Computer and TechnologyDOCUDocusign$7,604$39 ▼-0.5%93,4200.6%Computer and TechnologyPHParker-Hannifin$7,391$98 ▼-1.3%12,1590.6%IndustrialsGWREGuidewire Software$6,957$13 ▼-0.2%37,1330.5%Computer and TechnologyVANGUARD MALVERN FDS$6,558$345 ▲5.6%84,7020.5%CORE BD ETFFCXFreeport-McMoRan$6,159$19 ▲0.3%162,6810.5%Basic MaterialsSGOViShares 0-3 Month Treasury Bond ETF$5,806$2,259 ▼-28.0%57,6780.4%ETFBXBlackstone$5,732$17 ▼-0.3%41,0110.4%FinanceVIRTVirtu Financial$5,603$0 ▲0.0%146,9800.4%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$5,566$25 ▼-0.4%13,2570.4%FinanceCSCOCisco Systems$5,322$178 ▼-3.2%86,2430.4%Computer and TechnologyPYPLPayPal$5,099$117 ▼-2.2%78,1450.4%Business ServicesPIPRPiper Sandler Companies$5,010$20 ▲0.4%20,2290.4%FinanceCICigna Group$4,931$5 ▲0.1%14,9890.4%MedicalVXUSVanguard Total International Stock ETF$4,675$50 ▲1.1%75,2820.4%ETFOSKOshkosh$4,667$2 ▼0.0%49,6050.4%Auto/Tires/TrucksHPQHP$3,8770.0%140,0240.3%Computer and TechnologyMSMorgan Stanley$3,821$2,222 ▲139.0%32,7480.3%FinanceBUNGE LIMITED$3,668$21 ▲0.6%47,9930.3%COMGMGeneral Motors$3,568$5 ▼-0.1%75,8710.3%Auto/Tires/TrucksVOVanguard Mid-Cap ETF$3,560$1 ▼0.0%13,7650.3%ETFJANUS DETROIT STR TR$3,465$3,465 ▲New Holding66,1840.3%HENDERSON SECURIFFord Motor$3,413$238 ▲7.5%340,3280.3%Auto/Tires/TrucksPFEPfizer$3,399$93 ▲2.8%134,1540.3%MedicalVBVanguard Small-Cap ETF$3,235$22 ▲0.7%14,5890.2%ETFXLFFinancial Select Sector SPDR Fund$3,223$123 ▼-3.7%64,7080.2%ETFICEIntercontinental Exchange$3,206$68 ▼-2.1%18,5870.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$3,194$270 ▲9.2%63,0930.2%ETFBRK.BBerkshire Hathaway$3,188$150 ▼-4.5%5,9860.2%FinanceJPMJPMorgan Chase & Co.$3,104$228 ▼-6.8%12,6550.2%FinanceJMBSJanus Henderson Mortgage-Backed Securities ETF$3,070$355 ▲13.1%67,9230.2%ETFABBVAbbVie$2,942$43 ▼-1.4%14,0400.2%MedicalAMZNAmazon.com$2,940$283 ▼-8.8%15,4520.2%Retail/WholesaleANGEL OAK FUNDS TRUST$2,785$2,785 ▲New Holding54,5170.2%OAK ULTRASHORTIJRiShares Core S&P Small-Cap ETF$2,621$3 ▼-0.1%25,0600.2%ETFSAMTStrategas Macro Thematic Opportunities ETF$2,617$1,401 ▲115.2%89,6420.2%ETFBPOPPopular$2,5990.0%28,1370.2%FinanceJCIJohnson Controls International$2,465$93 ▼-3.6%30,7660.2%ConstructionTEXTerex$2,377$18 ▲0.8%62,9240.2%IndustrialsRFRegions Financial$2,3700.0%109,0710.2%FinanceADMArcher Daniels Midland$2,336$17 ▲0.7%48,6660.2%Consumer StaplesARWArrow Electronics$2,298$6 ▲0.3%22,1310.2%Computer and TechnologyLLYEli Lilly and Company$2,294$111 ▼-4.6%2,7770.2%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$2,279$61 ▼-2.6%27,8720.2%ETFCNCCentene$2,2740.0%37,4580.2%MedicalNDAQNasdaq$2,2680.0%29,9000.2%FinanceAVGOBroadcom$2,241$210 ▼-8.6%13,3840.2%Computer and TechnologyJPIEJPMorgan Income ETF$2,201$1,251 ▲131.6%47,7840.2%ETFJEPIJPMorgan Equity Premium Income ETF$2,190$1,433 ▼-39.6%38,3270.2%ETFAMXAmerica Movil$2,182$1 ▼-0.1%153,4400.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,169$1,640 ▲310.3%12,5220.2%ETFMEMMatthews Emerging Markets Equity Active ETF$2,068$839 ▲68.2%70,5470.2%ETFCTVACorteva$1,9850.0%31,5350.2%Consumer StaplesALLEAllegion$1,964$4 ▼-0.2%15,0580.1%IndustrialsVNLAJanus Henderson Short Duration Income ETF$1,927$703 ▲57.4%39,2080.1%ETFEBAYeBay$1,868$80 ▼-4.1%27,5760.1%Retail/WholesaleAVDEAvantis International Equity ETF$1,795$620 ▲52.7%27,0910.1%ETFVZVerizon Communications$1,795$63 ▼-3.4%39,5690.1%Computer and TechnologyIVViShares Core S&P 500 ETF$1,780$154 ▼-8.0%3,1680.1%ETFEA SERIES TRUST$1,739$1,739 ▲New Holding59,4200.1%ASTORIA US EQUALCWHCamping World$1,7370.0%107,5000.1%Auto/Tires/TrucksVWOVanguard FTSE Emerging Markets ETF$1,718$2 ▲0.1%37,9570.1%ETFMETAMeta Platforms$1,704$240 ▼-12.3%2,9560.1%Computer and TechnologyGOOGAlphabet$1,673$8 ▼-0.5%10,7060.1%Computer and TechnologyPRMEPrime Medicine$1,630$90 ▲5.8%819,0010.1%MedicalDOWDOW$1,619$35 ▲2.2%46,3590.1%Basic MaterialsCVSCVS Health$1,603$13 ▼-0.8%23,6640.1%MedicalWDCWestern Digital$1,5990.0%39,5440.1%Computer and TechnologyIWMiShares Russell 2000 ETF$1,598$68 ▼-4.1%8,0130.1%FinanceIRIngersoll Rand$1,5940.0%19,9180.1%IndustrialsFLEXFlex$1,5880.0%48,0000.1%Computer and TechnologyDDDuPont de Nemours$1,556$24 ▼-1.5%20,8320.1%Basic MaterialsSNVSynovus Financial$1,5440.0%33,0390.1%FinanceXOMExxon Mobil$1,446$172 ▼-10.7%12,1600.1%EnergyShowing 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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