Free Trial

Greenwich Wealth Management LLC Top Holdings and 13F Report (2026)

About Greenwich Wealth Management LLC

Investment Activity

  • Greenwich Wealth Management LLC has $2.45 million in total holdings as of March 31, 2026.
  • Greenwich Wealth Management LLC owns shares of 307 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
  • Approximately 16.88% 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 286 new stocks and bought additional shares in 119 stocks.
  • Greenwich Wealth Management LLC sold shares of 113 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Futu
$167,668
NEWSMAX INC
$118,992

Largest New Holdings this Quarter

46050R102 - INTERNATIONAL TOWER HILL MIN
$23,000 Holding
46429B747 - iShares 0-5 Year TIPS Bond ETF
$9,920 Holding
553368101 - MP Materials
$7,243 Holding
46654Q559 - J P MORGAN EXCHANGE TRADED F
$2,650 Holding
72346Q104 - PINNACLE FINL PARTNERS INC
$1,515 Holding

Largest Purchases this Quarter

Futu
718,500 shares (about $98.26K)
Robinhood Markets
1,095,300 shares (about $75.90K)
SPDR S&P 500 ETF Trust
100,360 shares (about $65.27K)
Interactive Brokers Group
738,935 shares (about $49.56K)
Piper Sandler Companies
312,569 shares (about $23.93K)

Largest Sales this Quarter

Tesla
50,128 shares (about $18.62K)
The Goldman Sachs Group
18,023 shares (about $15.25K)
Charles Schwab
47,881 shares (about $4.50K)
Janus Henderson Short Duration Income ETF
80,515 shares (about $3.93K)
Franklin Resources
148,880 shares (about $3.52K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreenwich Wealth Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$665,606$49,560 â–²8.0%9,924,04327.2%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$224,518$65,268 â–²41.0%345,2319.2%Finance
Futu Holdings Limited Sponsored ADR stock logo
FUTU
Futu
$167,668$98,262 â–²141.6%1,226,0006.8%Business Services
NEWSMAX INC
$118,9920.0%22,795,3524.9%COM SHS CLASS B
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$79,295$75,905 â–²2,238.9%1,144,2223.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$40,859$32 â–¼-0.1%142,4351.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$39,144$214 â–¼-0.5%154,2381.6%Computer and Technology
Piper Sandler Companies stock logo
PIPR
Piper Sandler Companies
$31,904$23,927 â–²300.0%416,7691.3%Financial Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$31,475$644 â–¼-2.0%54,5321.3%Finance
GRAYSCALE BITCOIN TR BTC
$31,040$49 â–¼-0.2%633,9931.3%SHS REP COM UT
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$30,047$122 â–¼-0.4%440,9631.2%ETF
Oracle Corporation stock logo
ORCL
Oracle
$27,4920.0%186,8791.1%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$26,354$4,500 â–¼-14.6%280,4251.1%Finance
Cameco Corporation stock logo
CCJ
Cameco
$25,780$34 â–²0.1%237,3641.1%Basic Materials
Wynn Resorts, Limited stock logo
WYNN
Wynn Resorts
$25,3930.0%250,0551.0%Consumer Discretionary
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$24,374$63 â–²0.3%56,6461.0%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$23,593$32 â–¼-0.1%135,2831.0%Computer and Technology
PALANTIR TECHNOLOGIES INC
$23,467$348 â–¼-1.5%160,4261.0%CL A
INTERNATIONAL TOWER HILL MIN
$23,000$23,000 â–²New Holding10,000,0000.9%COM
JANUS DETROIT STR TR
$22,752$347 â–²1.6%441,3650.9%HENDERSON SECURI
Microsoft Corporation stock logo
MSFT
Microsoft
$20,862$384 â–²1.9%56,3580.9%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$20,603$14,912 â–²262.0%455,5230.8%Business Services
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$19,733$3 â–²0.0%70,2070.8%Financial Services
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$18,317$40 â–¼-0.2%53,5920.7%Computer and Technology
Novagold Resources Inc. stock logo
NG
Novagold Resources
$17,9600.0%2,000,0010.7%Basic Materials
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$17,467$2 â–¼0.0%100,0350.7%Finance
ANGEL OAK FUNDS TRUST
$16,190$2,388 â–¼-12.9%317,2350.7%OAK ULTRASHORT
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$15,949$148 â–¼-0.9%346,1900.7%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$15,400$5,107 â–²49.6%152,9940.6%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$14,082$91 â–²0.7%58,0980.6%Computer and Technology
Weyerhaeuser Company stock logo
WY
Weyerhaeuser
$13,5400.0%554,2560.6%Construction
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$13,146$3,934 â–¼-23.0%269,0530.5%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$13,074$841 â–¼-6.0%162,1930.5%ETF
ETORO GROUP LTD
$12,913$10,015 â–²345.6%430,0000.5%SHS CL A
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$12,441$15 â–¼-0.1%16,1020.5%Medical
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$11,728$1,544 â–¼-11.6%232,8310.5%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$11,645$1,011 â–²9.5%105,4090.5%ETF
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$11,4230.0%26,8970.5%Aerospace
SAMT
Strategas Macro Thematic Opportunities ETF
$11,084$667 â–²6.4%282,2630.5%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$10,914$4 â–¼0.0%12,1910.4%Industrials
Western Digital Corporation stock logo
WDC
Western Digital
$10,720$27 â–²0.3%39,6320.4%Computer and Technology
EA SERIES TRUST
$10,278$3,384 â–²49.1%290,0810.4%ASTORIA US EQUAL
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$9,920$9,920 â–²New Holding95,9110.4%ETF
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$9,559$46 â–¼-0.5%162,6220.4%Basic Materials
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$9,510$35 â–¼-0.4%5,5000.4%Retail/Wholesale
Trane Technologies plc stock logo
TT
Trane Technologies
$9,461$12 â–²0.1%22,7020.4%Construction
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$9,437$15,247 â–¼-61.8%11,1550.4%Finance
ANGEL OAK FUNDS TRUST
$9,235$1,118 â–²13.8%444,5490.4%INCOME ETF
Oppenheimer Holdings, Inc. stock logo
OPY
Oppenheimer
$8,997$2,154 â–¼-19.3%100,8720.4%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,757$192 â–¼-2.1%14,6550.4%ETF
SANDISK CORP
$8,369$75 â–¼-0.9%13,1730.3%COM
MP Materials Corp. stock logo
MP
MP Materials
$7,243$7,243 â–²New Holding150,0910.3%Basic Materials
Oshkosh Corporation stock logo
OSK
Oshkosh
$7,218$5 â–²0.1%49,0330.3%Auto/Tires/Trucks
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,735$74 â–²1.1%86,8060.3%Computer and Technology
VIRTU FINL INC
$6,4630.0%146,9600.3%CL A
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$6,422$1,332 â–²26.2%75,6970.3%ETF
Yandex stock logo
YNDX
Yandex
$6,3290.0%61,0000.3%Computer and Technology
BUNGE LIMITED
$6,021$74 â–¼-1.2%47,3380.2%COM
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$5,967$71 â–¼-1.2%12,8830.2%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$5,797$43 â–¼-0.7%75,1800.2%ETF
Barclays PLC stock logo
BCS
Barclays
$5,7620.0%272,2830.2%Finance
VANGUARD MALVERN FDS
$5,712$1,175 â–¼-17.1%73,8170.2%CORE BD ETF
General Motors Company stock logo
GM
General Motors
$5,620$34 â–¼-0.6%75,4360.2%Auto/Tires/Trucks
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$5,604$13 â–²0.2%37,4680.2%Computer and Technology
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$5,602$1,200 â–²27.3%111,2780.2%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,428$14 â–²0.2%20,0590.2%Medical
Blackstone Inc. stock logo
BX
Blackstone
$4,804$13 â–¼-0.3%41,7760.2%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$4,795$102 â–²2.2%15,4930.2%Computer and Technology
Docusign Inc. stock logo
DOCU
Docusign
$4,408$6 â–²0.1%92,9800.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,401$29 â–¼-0.7%21,1320.2%Retail/Wholesale
MEM
Matthews Emerging Markets Equity Active ETF
$4,305$298 â–¼-6.5%115,9140.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,053$8 â–¼-0.2%14,1140.2%ETF
Cigna Group stock logo
CI
Cigna Group
$4,010$108 â–²2.8%15,0330.2%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$3,974$13 â–²0.3%141,5390.2%Medical
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$3,971$1 â–¼0.0%30,3260.2%Construction
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,878$74 â–²1.9%13,1840.2%Finance
Principal U.S. Small-Cap Multi-Factor ETF stock logo
PSC
Principal U.S. Small-Cap Multi-Factor ETF
$3,811$1,336 â–²54.0%66,4840.2%Manufacturing
Popular, Inc. stock logo
BPOP
Popular
$3,7750.0%28,1370.2%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,762$1 â–¼0.0%14,3620.2%ETF
Terex Corporation stock logo
TEX
Terex
$3,681$0 â–²0.0%62,2820.2%Industrials
Aurora Innovation, Inc. stock logo
AUR
Aurora Innovation
$3,560$564 â–¼-13.7%864,0280.1%Business Services
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$3,544$1,533 â–²76.2%30,4790.1%ETF
NexGen Energy stock logo
NXE
NexGen Energy
$3,4800.0%300,0000.1%Basic Materials
Archer Daniels Midland Company stock logo
ADM
Archer Daniels Midland
$3,470$16 â–²0.5%47,7370.1%Consumer Staples
SAGP
Strategas Global Policy Opportunities ETF
$3,426$761 â–²28.5%99,8420.1%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$3,402$24 â–²0.7%67,2120.1%ETF
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$3,388$3,517 â–¼-50.9%143,4360.1%Finance
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$3,183$17 â–²0.5%22,1930.1%Computer and Technology
Flex Ltd. stock logo
FLEX
Flex
$3,163$5 â–¼-0.1%48,3240.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$3,095$4 â–²0.1%14,2310.1%Medical
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$2,958$12 â–¼-0.4%18,8050.1%Finance
Regions Financial Corporation stock logo
RF
Regions Financial
$2,847$10 â–²0.4%108,9840.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,820$81 â–²3.0%5,8850.1%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,801$97 â–¼-3.3%22,5360.1%ETF
Hecla Mining Company stock logo
HL
Hecla Mining
$2,799$3 â–²0.1%150,2670.1%Basic Materials
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$2,751$306 â–¼-10.0%55,7170.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,712$9 â–²0.3%9,4300.1%Computer and Technology
Pan American Silver Corp. stock logo
PAAS
Pan American Silver
$2,6770.0%49,0000.1%Basic Materials
Corteva, Inc. stock logo
CTVA
Corteva
$2,671$32 â–²1.2%31,9070.1%Consumer Staples
J P MORGAN EXCHANGE TRADED F
$2,650$2,650 â–²New Holding53,3450.1%FLEXIBLE DEBT ET

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data