Greenwich Wealth Management LLC Top Holdings and 13F Report (2024)

→ Did Intel Just Dethrone Nvidia? (From Chaikin Analytics) (Ad)

About Greenwich Wealth Management LLC

Investment Activity

Greenwich Wealth Management LLC has $1.26 million in total holdings as of March 31, 2024.
Greenwich Wealth Management LLC owns shares of 244 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 5.49% of the portfolio was purchased this quarter.
About 2.53% of the portfolio was sold this quarter.
This quarter, Greenwich Wealth Management LLC has purchased 233 new stocks and bought additional shares in 103 stocks.
Greenwich Wealth Management LLC sold shares of 73 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Interactive Brokers Group: $331,928
NVIDIA: $160,707
SPDR S&P 500 ETF Trust: $107,912
Oracle: $41,716
Apple: $35,205

Largest New Holdings this Quarter

GRAYSCALE BITCOIN TR BTC: $34,154 Holding
BUNGE LIMITED: $4,874 Holding
América Móvil: $2,863 Holding
Colgate-Palmolive: $574 Holding
Safehold: $454 Holding

Largest Purchases this Quarter

GRAYSCALE BITCOIN TR BTC: 540,672 shares (about $34.15K)
Morgan Stanley: 115,098 shares (about $10.84K)
BUNGE LIMITED: 47,546 shares (about $4.87K)
América Móvil: 153,440 shares (about $2.86K)
KLA: 2,253 shares (about $1.57K)

Largest Sales this Quarter

Interactive Brokers Group: 146,842 shares (about $16.40K)
nVent Electric: 7,820 shares (about $589.66)
Janus Henderson Mortgage-Backed Securities ETF: 11,657 shares (about $525.80)
Confluent: 13,910 shares (about $424.59)
Invesco Solar ETF: 6,286 shares (about $285.20)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IBKR Interactive Brokers Group	$331,928	$16,404 ▼	-4.7%	2,971,334	26.4%	Finance
NVDA NVIDIA	$160,707	$90 ▼	-0.1%	177,859	12.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$107,912	$183 ▲	0.2%	206,306	8.6%	Finance
ORCL Oracle	$41,716	$9 ▲	0.0%	332,104	3.3%	Computer and Technology
AAPL Apple	$35,205	$58 ▼	-0.2%	205,299	2.8%	Computer and Technology
GRAYSCALE BITCOIN TR BTC	$34,154	$34,154 ▲	New Holding	540,672	2.7%	SHS REP COM UT
MSFT Microsoft	$22,709	$524 ▲	2.4%	53,976	1.8%	Computer and Technology
WY Weyerhaeuser	$19,942	$38 ▲	0.2%	555,324	1.6%	Construction
BEN Franklin Resources	$16,855	$20 ▲	0.1%	599,608	1.3%	Finance
QQQ Invesco QQQ	$16,820	$802 ▲	5.0%	37,883	1.3%	Finance
JAAA Janus Henderson AAA CLO ETF	$16,569	$461 ▲	2.9%	326,546	1.3%	ETF
REGN Regeneron Pharmaceuticals	$15,477	$5 ▲	0.0%	16,080	1.2%	Medical
MS Morgan Stanley	$13,141	$10,837 ▲	470.4%	139,564	1.0%	Finance
CBOE Cboe Global Markets	$12,868	$1 ▼	0.0%	70,040	1.0%	Financial Services
GS The Goldman Sachs Group	$12,223	$3 ▲	0.0%	29,264	1.0%	Finance
OPY Oppenheimer	$12,204		0.0%	305,703	1.0%	Finance
IBM International Business Machines	$11,305	$31 ▲	0.3%	59,199	0.9%	Computer and Technology
BCS Barclays	$11,183		0.0%	1,183,340	0.9%	Finance
AMAT Applied Materials	$10,966	$3 ▼	0.0%	53,173	0.9%	Computer and Technology
UNH UnitedHealth Group	$10,027	$13 ▲	0.1%	20,270	0.8%	Medical
SGOV iShares 0-3 Month Treasury Bond ETF	$9,155	$77 ▲	0.8%	90,905	0.7%	ETF
CCJ Cameco	$8,664		0.0%	200,000	0.7%	Basic Materials
AXON Axon Enterprise	$8,478	$11 ▲	0.1%	27,097	0.7%	Industrial Products
MELI MercadoLibre	$8,316		0.0%	5,500	0.7%	Retail/Wholesale
FCX Freeport-McMoRan	$7,619	$9 ▲	0.1%	162,043	0.6%	Basic Materials
AVUV Avantis U.S. Small Cap Value ETF	$7,083	$517 ▲	7.9%	75,587	0.6%	ETF
VOO Vanguard S&P 500 ETF	$7,078	$134 ▲	1.9%	14,724	0.6%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$6,921	$458 ▲	7.1%	107,701	0.6%	ETF
TT Trane Technologies	$6,807	$22 ▼	-0.3%	22,674	0.5%	Business Services
PH Parker-Hannifin	$6,757	$21 ▲	0.3%	12,158	0.5%	Industrial Products
OSK Oshkosh	$6,167	$70 ▲	1.2%	49,447	0.5%	Auto/Tires/Trucks
DOCU DocuSign	$5,552	$29 ▲	0.5%	93,235	0.4%	Business Services
PYPL PayPal	$5,420	$57 ▲	1.1%	80,908	0.4%	Computer and Technology
BX Blackstone	$5,350		0.0%	40,726	0.4%	Finance
CI The Cigna Group	$5,311		0.0%	14,624	0.4%	Medical
PLTR Palantir Technologies	$4,967	$167 ▲	3.5%	215,854	0.4%	Business Services
BUNGE LIMITED	$4,874	$4,874 ▲	New Holding	47,546	0.4%	COM
DIA SPDR Dow Jones Industrial Average ETF Trust	$4,816	$98 ▼	-2.0%	12,109	0.4%	Finance
CSCO Cisco Systems	$4,492	$77 ▲	1.7%	89,995	0.4%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$4,352	$50 ▲	1.2%	72,167	0.3%	ETF
GWRE Guidewire Software	$4,336		0.0%	37,151	0.3%	Computer and Technology
HPQ HP	$4,232		0.0%	140,055	0.3%	Computer and Technology
F Ford Motor	$4,127	$72 ▲	1.8%	310,795	0.3%	Auto/Tires/Trucks
PRME Prime Medicine	$4,046	$455 ▲	12.7%	578,001	0.3%	Medical
TEX Terex	$4,010	$39 ▲	1.0%	62,274	0.3%	Industrial Products
PIPR Piper Sandler Companies	$3,996		0.0%	20,132	0.3%	Finance
PFE Pfizer	$3,704	$297 ▲	8.7%	133,489	0.3%	Medical
GM General Motors	$3,461	$0 ▲	0.0%	76,319	0.3%	Auto/Tires/Trucks
VO Vanguard Mid-Cap ETF	$3,276	$37 ▲	1.1%	13,113	0.3%	ETF
VB Vanguard Small-Cap ETF	$3,186	$82 ▲	2.6%	13,936	0.3%	ETF
ADM Archer-Daniels-Midland	$3,031	$37 ▲	1.2%	48,257	0.2%	Consumer Staples
VIRT Virtu Financial	$3,026	$13 ▲	0.4%	147,461	0.2%	Finance
CWH Camping World	$2,994		0.0%	107,500	0.2%	Consumer Discretionary
IJR iShares Core S&P Small-Cap ETF	$2,989	$38 ▼	-1.3%	27,041	0.2%	ETF
CNC Centene	$2,967	$18 ▲	0.6%	37,803	0.2%	Medical
AMZN Amazon.com	$2,962	$164 ▲	5.9%	16,422	0.2%	Retail/Wholesale
ARW Arrow Electronics	$2,917	$3 ▼	-0.1%	22,530	0.2%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$2,877	$361 ▲	14.3%	49,717	0.2%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$2,869	$526 ▼	-15.5%	63,606	0.2%	ETF
AMX América Móvil	$2,863	$2,863 ▲	New Holding	153,440	0.2%	Computer and Technology
INTC Intel	$2,766	$7 ▼	-0.3%	62,628	0.2%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$2,759	$236 ▲	9.3%	65,497	0.2%	ETF
WDC Western Digital	$2,701		0.0%	39,575	0.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,606	$137 ▲	5.6%	13,011	0.2%	Finance
ABBV AbbVie	$2,585	$21 ▲	0.8%	14,194	0.2%	Medical
ICE Intercontinental Exchange	$2,554		0.0%	18,587	0.2%	Finance
BRK.B Berkshire Hathaway	$2,551	$15 ▼	-0.6%	6,067	0.2%	Finance
BPOP Popular	$2,479	$103 ▼	-4.0%	28,137	0.2%	Finance
DOW DOW	$2,474	$5 ▲	0.2%	42,710	0.2%	Basic Materials
SWKS Skyworks Solutions	$2,367	$41 ▲	1.8%	21,852	0.2%	Computer and Technology
RF Regions Financial	$2,321	$4 ▼	-0.2%	110,308	0.2%	Finance
JCI Johnson Controls International	$2,023	$15 ▼	-0.8%	30,974	0.2%	Industrial Products
ALLE Allegion	$1,998	$14 ▲	0.7%	14,829	0.2%	Industrial Products
LLY Eli Lilly and Company	$1,928	$489 ▲	33.9%	2,478	0.2%	Medical
IR Ingersoll Rand	$1,910	$19 ▲	1.0%	20,120	0.2%	Industrial Products
CVS CVS Health	$1,910	$13 ▲	0.7%	23,946	0.2%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,892	$2 ▲	0.1%	23,497	0.2%	ETF
NDAQ Nasdaq	$1,887		0.0%	29,900	0.2%	Finance
KLAC KLA	$1,881	$1,574 ▲	513.2%	2,692	0.1%	Computer and Technology
CTVA Corteva	$1,847		0.0%	32,025	0.1%	Consumer Staples
AVGO Broadcom	$1,836	$21 ▼	-1.1%	1,385	0.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,819	$151 ▲	9.1%	3,460	0.1%	ETF
IWM iShares Russell 2000 ETF	$1,764	$8 ▼	-0.4%	8,390	0.1%	Finance
VZ Verizon Communications	$1,755	$44 ▼	-2.5%	41,814	0.1%	Computer and Technology
CFLT Confluent	$1,752	$425 ▼	-19.5%	57,397	0.1%	Business Services
JPST JPMorgan Ultra-Short Income ETF	$1,637	$10 ▼	-0.6%	32,446	0.1%	ETF
META Meta Platforms	$1,611	$33 ▼	-2.0%	3,318	0.1%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$1,604	$20 ▲	1.3%	38,395	0.1%	ETF
DD DuPont de Nemours	$1,597	$20 ▼	-1.2%	20,832	0.1%	Basic Materials
XOM Exxon Mobil	$1,486	$2 ▲	0.1%	12,787	0.1%	Oils/Energy
EBAY eBay	$1,446		0.0%	27,390	0.1%	Retail/Wholesale
TAN Invesco Solar ETF	$1,446	$285 ▼	-16.5%	31,871	0.1%	ETF
GSK GSK	$1,376		0.0%	32,097	0.1%	Medical
FLEX Flex	$1,373		0.0%	48,000	0.1%	Computer and Technology
HPE Hewlett Packard Enterprise	$1,344	$8 ▲	0.6%	75,829	0.1%	Computer and Technology
SNV Synovus Financial	$1,331	$66 ▼	-4.7%	33,223	0.1%	Finance
IFF International Flavors & Fragrances	$1,298	$3 ▲	0.2%	15,092	0.1%	Consumer Staples
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,258	$188 ▲	17.6%	23,202	0.1%	ETF
GOOG Alphabet	$1,255	$164 ▲	15.1%	8,241	0.1%	Computer and Technology
APH Amphenol	$1,200	$11 ▲	1.0%	10,406	0.1%	Computer and Technology
SMH VanEck Semiconductor ETF	$1,193	$9 ▼	-0.7%	5,302	0.1%	Manufacturing
GOOGL Alphabet	$1,165	$154 ▲	15.2%	7,721	0.1%	Computer and Technology
YNDX Yandex	$1,155		0.0%	61,000	0.1%	Computer and Technology
NVS Novartis	$1,110		0.0%	11,476	0.1%	Medical
AVDE Avantis International Equity ETF	$1,095	$47 ▲	4.5%	17,173	0.1%	ETF
BAC Bank of America	$1,081	$37 ▼	-3.3%	28,520	0.1%	Finance
PG Procter & Gamble	$1,058	$79 ▼	-6.9%	6,521	0.1%	Consumer Staples
IJH iShares Core S&P Mid-Cap ETF	$1,040	$848 ▲	441.1%	17,125	0.1%	ETF
QCOM QUALCOMM	$1,027	$20 ▲	2.0%	6,066	0.1%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$1,024	$70 ▲	7.3%	7,530	0.1%	Computer and Technology
ADBE Adobe	$1,012	$19 ▲	1.9%	2,006	0.1%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$995		0.0%	16,969	0.1%	ETF
XBI SPDR S&P Biotech ETF	$990	$97 ▼	-8.9%	10,432	0.1%	ETF
GLD SPDR Gold Shares	$984	$9 ▼	-0.9%	4,785	0.1%	Finance
VYM Vanguard High Dividend Yield ETF	$959	$12 ▲	1.3%	7,929	0.1%	ETF
SAMT Strategas Macro Thematic Opportunities ETF	$904	$36 ▼	-3.9%	35,622	0.1%	ETF
NEE NextEra Energy	$899	$21 ▼	-2.3%	14,066	0.1%	Utilities
TLRY Tilray	$877	$1 ▼	-0.2%	354,900	0.1%	Consumer Staples
NOW ServiceNow	$874	$7 ▲	0.8%	1,147	0.1%	Computer and Technology
PICK iShares MSCI Global Metals & Mining Producers ETF	$870	$82 ▼	-8.6%	20,868	0.1%	ETF
CAT Caterpillar	$853	$41 ▼	-4.6%	2,327	0.1%	Industrial Products
BNDX Vanguard Total International Bond ETF	$842		0.0%	17,118	0.1%	ETF
KIM Kimco Realty	$832	$46 ▲	5.8%	42,427	0.1%	Finance
WOLF Wolfspeed	$829	$1 ▼	-0.1%	28,114	0.1%	Computer and Technology
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$792	$20 ▲	2.6%	26,596	0.1%	ETF
CRM Salesforce	$772	$30 ▲	4.0%	2,563	0.1%	Computer and Technology
COST Costco Wholesale	$769	$231 ▼	-23.1%	1,049	0.1%	Retail/Wholesale
UBS UBS Group	$763		0.0%	24,847	0.1%	Finance
PEP PepsiCo	$751	$33 ▼	-4.2%	4,289	0.1%	Consumer Staples
SRLN SPDR Blackstone Senior Loan ETF	$742	$16 ▼	-2.1%	17,627	0.1%	ETF
XLE Energy Select Sector SPDR Fund	$737	$14 ▼	-1.9%	7,807	0.1%	ETF
QQQM Invesco NASDAQ 100 ETF	$734	$99 ▼	-11.9%	4,016	0.1%	ETF
CGW Invesco S&P Global Water Index ETF	$734	$150 ▼	-17.0%	13,222	0.1%	ETF
MTCH Match Group	$708	$13 ▲	1.8%	19,523	0.1%	Retail/Wholesale
AMT American Tower	$708		0.0%	3,585	0.1%	Finance
AVIV Avantis International Large Cap Value ETF	$707	$94 ▼	-11.8%	13,067	0.1%	ETF
UEC Uranium Energy	$702		0.0%	104,001	0.1%	Basic Materials
HD Home Depot	$699	$41 ▼	-5.5%	1,822	0.1%	Retail/Wholesale
MRK Merck & Co., Inc.	$694	$31 ▼	-4.2%	5,258	0.1%	Medical
SJM J. M. Smucker	$683	$17 ▼	-2.4%	5,425	0.1%	Consumer Staples
MCH Matthews China Active ETF	$669	$82 ▲	13.9%	35,595	0.1%	ETF
KD Kyndryl	$664	$1 ▲	0.2%	30,507	0.1%	Business Services
QABA First Trust NASDAQ ABA Community Bank Index Fund	$657		0.0%	14,112	0.1%	Manufacturing
BV BrightView	$655		0.0%	55,000	0.1%	Consumer Discretionary
MEM Matthews Emerging Markets Equity Active ETF	$651	$67 ▲	11.5%	22,117	0.1%	ETF
MUR Murphy Oil	$651	$14 ▼	-2.2%	14,256	0.1%	Oils/Energy
ADNT Adient	$640	$24 ▲	3.8%	19,444	0.1%	Auto/Tires/Trucks
UPS United Parcel Service	$637	$13 ▲	2.0%	4,285	0.1%	Transportation
PNR Pentair	$631	$4 ▲	0.7%	7,381	0.1%	Industrial Products
EWJ iShares MSCI Japan ETF	$622	$183 ▲	41.7%	8,716	0.0%	ETF
MCD McDonald's	$621	$150 ▼	-19.4%	2,203	0.0%	Retail/Wholesale
RTX RTX	$587	$22 ▼	-3.7%	6,016	0.0%	Aerospace
GE General Electric	$580	$50 ▲	9.3%	3,304	0.0%	Transportation
CL Colgate-Palmolive	$574	$574 ▲	New Holding	6,373	0.0%	Consumer Staples
XLV Health Care Select Sector SPDR Fund	$548	$37 ▼	-6.3%	3,711	0.0%	ETF
DXJ WisdomTree Japan Hedged Equity Fund	$548	$274 ▼	-33.4%	5,053	0.0%	Finance
NVT nVent Electric	$546	$590 ▼	-51.9%	7,241	0.0%	Computer and Technology
ASML ASML	$542	$55 ▲	11.4%	559	0.0%	Computer and Technology
GILD Gilead Sciences	$541	$26 ▲	5.0%	7,384	0.0%	Medical
VNQ Vanguard Real Estate ETF	$530	$5 ▲	1.0%	6,133	0.0%	ETF
JNJ Johnson & Johnson	$506	$23 ▼	-4.3%	3,199	0.0%	Medical
ACN Accenture	$505	$4 ▲	0.8%	1,457	0.0%	Business Services
DIS Walt Disney	$503	$47 ▲	10.3%	4,109	0.0%	Consumer Discretionary
IAC IAC	$499	$32 ▲	6.9%	9,351	0.0%	Multi-Sector Conglomerates
EFA iShares MSCI EAFE ETF	$494		0.0%	6,185	0.0%	Finance
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	$486		0.0%	15,287	0.0%	Manufacturing
CVX Chevron	$470	$41 ▼	-8.0%	2,980	0.0%	Oils/Energy
ROBO ROBO Global Robotics & Automation ETF	$466		0.0%	7,939	0.0%	ETF
UNP Union Pacific	$459	$19 ▲	4.4%	1,867	0.0%	Transportation
RSP Invesco S&P 500 Equal Weight ETF	$458	$79 ▲	20.8%	2,702	0.0%	ETF
SAFE Safehold	$454	$454 ▲	New Holding	22,045	0.0%	Finance
TSLA Tesla	$453	$80 ▲	21.6%	2,575	0.0%	Auto/Tires/Trucks
RDVY First Trust NASDAQ Rising Dividend Achievers	$451	$35 ▼	-7.3%	8,037	0.0%	Manufacturing
PSFE Paysafe	$450		0.0%	28,513	0.0%	Business Services
ADP Automatic Data Processing	$449	$81 ▼	-15.3%	1,797	0.0%	Business Services
IWF iShares Russell 1000 Growth ETF	$437	$437 ▲	New Holding	1,296	0.0%	ETF
STT State Street	$423	$6 ▲	1.6%	5,475	0.0%	Finance
CMCSA Comcast	$412	$43 ▲	11.8%	9,493	0.0%	Consumer Discretionary
V Visa	$403	$26 ▲	6.9%	1,445	0.0%	Business Services
AMGN Amgen	$392	$9 ▲	2.4%	1,377	0.0%	Medical
NFLX Netflix	$386	$61 ▼	-13.7%	636	0.0%	Consumer Discretionary
IGF iShares Global Infrastructure ETF	$384		0.0%	8,054	0.0%	Manufacturing
BIV Vanguard Intermediate-Term Bond ETF	$372	$134 ▲	56.1%	4,940	0.0%	ETF
HLN Haleon	$338	$4 ▼	-1.2%	39,802	0.0%	Medical
ALL Allstate	$338		0.0%	1,955	0.0%	Finance
FCNCA First Citizens BancShares	$334		0.0%	204	0.0%	Finance
XLB Materials Select Sector SPDR Fund	$334		0.0%	3,593	0.0%	ETF
COP ConocoPhillips	$316	$36 ▼	-10.1%	2,482	0.0%	Oils/Energy
TMO Thermo Fisher Scientific	$307	$59 ▲	23.9%	528	0.0%	Medical
VNQI Vanguard Global ex-U.S. Real Estate ETF	$299		0.0%	7,091	0.0%	ETF
VTRS Viatris	$283	$27 ▼	-8.6%	23,690	0.0%	Medical
EMXC iShares MSCI Emerging Markets ex China ETF	$282		0.0%	4,901	0.0%	Manufacturing
ROP Roper Technologies	$281	$49 ▲	21.0%	501	0.0%	Computer and Technology
TDG TransDigm Group	$280	$280 ▲	New Holding	228	0.0%	Aerospace
MMM 3M	$278	$6 ▲	2.4%	2,619	0.0%	Multi-Sector Conglomerates
KO Coca-Cola	$271	$23 ▲	9.3%	4,433	0.0%	Consumer Staples
FANG Diamondback Energy	$268	$268 ▲	New Holding	1,354	0.0%	Oils/Energy
IYE iShares U.S. Energy ETF	$265		0.0%	5,367	0.0%	ETF
KMB Kimberly-Clark	$265	$13 ▼	-4.7%	2,047	0.0%	Consumer Staples
XLK Technology Select Sector SPDR Fund	$263	$2 ▼	-0.8%	1,261	0.0%	ETF
SDY SPDR S&P Dividend ETF	$261	$35 ▼	-11.9%	1,991	0.0%	ETF
GIS General Mills	$260	$1 ▲	0.2%	3,718	0.0%	Consumer Staples
BIPC Brookfield Infrastructure	$258	$117 ▼	-31.2%	7,171	0.0%	Utilities
CRWD CrowdStrike	$250	$250 ▲	New Holding	780	0.0%	Computer and Technology
LOW Lowe's Companies	$244	$244 ▲	New Holding	958	0.0%	Retail/Wholesale
TPL Texas Pacific Land	$244	$244 ▲	New Holding	421	0.0%	Oils/Energy
VT Vanguard Total World Stock ETF	$244	$244 ▲	New Holding	2,205	0.0%	ETF
HON Honeywell International	$240	$240 ▲	New Holding	1,171	0.0%	Multi-Sector Conglomerates
AXP American Express	$239	$11 ▼	-4.5%	1,051	0.0%	Finance
TXN Texas Instruments	$230	$4 ▲	1.7%	1,318	0.0%	Computer and Technology
DE Deere & Company	$227	$14 ▲	6.6%	553	0.0%	Industrial Products
LMT Lockheed Martin	$226	$11 ▲	5.3%	496	0.0%	Aerospace
MA Mastercard	$226	$226 ▲	New Holding	469	0.0%	Business Services
VEA Vanguard FTSE Developed Markets ETF	$225	$7 ▼	-3.2%	4,481	0.0%	ETF
PFF iShares Preferred and Income Securities ETF	$225	$6 ▼	-2.6%	6,982	0.0%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$220	$220 ▲	New Holding	5,379	0.0%	ETF
BMY Bristol-Myers Squibb	$218	$218 ▲	New Holding	4,016	0.0%	Medical
LUMO Lumos Pharma	$215		0.0%	76,341	0.0%	Medical
FDVV Fidelity High Dividend ETF	$213	$213 ▲	New Holding	4,694	0.0%	ETF
USL United States 12 Month Oil Fund	$210	$210 ▲	New Holding	5,264	0.0%	ETF
APCX AppTech Payments	$207		0.0%	216,030	0.0%	Business Services
LRCX Lam Research	$205	$205 ▲	New Holding	211	0.0%	Computer and Technology
AMD Advanced Micro Devices	$202	$202 ▲	New Holding	1,122	0.0%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$201	$4 ▼	-2.0%	4,900	0.0%	Finance
VLO Valero Energy	$201	$201 ▲	New Holding	1,175	0.0%	Oils/Energy
SSL Sasol	$195		0.0%	25,000	0.0%	Oils/Energy
STHO Star	$184		0.0%	14,259	0.0%	Finance
AMSC American Superconductor	$161	$33 ▼	-17.0%	11,924	0.0%	Computer and Technology
ANVS Annovis Bio	$150	$27 ▲	22.4%	12,575	0.0%	Medical
FINW FinWise Bancorp	$141	$141 ▲	New Holding	14,000	0.0%	Finance
NIO NIO	$116	$21 ▲	22.0%	25,712	0.0%	Auto/Tires/Trucks
AURORA CANNABIS INC	$88	$88 ▲	New Holding	20,000	0.0%	COM
PGEN Precigen	$73		0.0%	50,000	0.0%	Medical
NYCB New York Community Bancorp	$68	$68 ▲	New Holding	21,127	0.0%	Finance
VMEO Vimeo	$58	$0 ▲	0.0%	14,080	0.0%	Business Services
GPRO GoPro	$53	$4 ▼	-6.6%	23,902	0.0%	Consumer Discretionary
AMBP Ardagh Metal Packaging	$50	$46 ▼	-48.1%	14,620	0.0%	Industrial Products
EOSE Eos Energy Enterprises	$43	$9 ▼	-17.0%	41,874	0.0%	Industrial Products
FCEL FuelCell Energy	$33	$8 ▲	34.0%	28,135	0.0%	Oils/Energy
AGEN Agenus	$15	$3 ▲	21.4%	25,500	0.0%	Medical
MVST Microvast	$11	$11 ▲	New Holding	12,645	0.0%	Business Services
WKHS Workhorse Group	$6	$1 ▼	-17.0%	26,102	0.0%	Auto/Tires/Trucks
ME 23andMe	$6	$6 ▲	New Holding	10,500	0.0%	Medical
FUV Arcimoto	$5	$1 ▼	-17.0%	11,591	0.0%	Auto/Tires/Trucks
BG Bunge Global	$0	$4,762 ▼	-100.0%	0	0.0%	Basic Materials
AMERICA MOVIL SAB DE CV SPON ADR L	$0	$2,842 ▼	-100.0%	0	0.0%	SHS
VCSH Vanguard Short-Term Corporate Bond ETF	$0	$645 ▼	-100.0%	0	0.0%	ETF
SAFEHOLD INC	$0	$516 ▼	-100.0%	0	0.0%	COM
GUNR FlexShares Global Upstream Natural Resources Index Fund	$0	$333 ▼	-100.0%	0	0.0%	ETF
CALM Cal-Maine Foods	$0	$227 ▼	-100.0%	0	0.0%	Basic Materials
LYV Live Nation Entertainment	$0	$216 ▼	-100.0%	0	0.0%	Consumer Discretionary
PLD Prologis	$0	$212 ▼	-100.0%	0	0.0%	Finance
ITA iShares U.S. Aerospace & Defense ETF	$0	$203 ▼	-100.0%	0	0.0%	ETF
OMFL Invesco Russell 1000 Dynamic Multifactor ETF	$0	$202 ▼	-100.0%	0	0.0%	ETF
ELV Elevance Health	$0	$202 ▼	-100.0%	0	0.0%	Medical
PTVE Pactiv Evergreen	$0	$140 ▼	-100.0%	0	0.0%	Consumer Discretionary
AURORA CANNABIS INC	$0	$95 ▼	-100.0%	0	0.0%	COM
MPW Medical Properties Trust	$0	$56 ▼	-100.0%	0	0.0%	Finance
INO Inovio Pharmaceuticals	$0	$16 ▼	-100.0%	0	0.0%	Medical

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Greenwich Wealth Management LLC Top Holdings and 13F Report (2024)

About Greenwich Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Greenwich Wealth Management LLC Top Holdings and 13F Report (2024)

About Greenwich Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreenwich Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information