Greenwich Wealth Management LLC Top Holdings and 13F Report (2024) About Greenwich Wealth Management LLCInvestment ActivityGreenwich Wealth Management LLC has $1.47 million in total holdings as of September 30, 2024.Greenwich Wealth Management LLC owns shares of 247 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 2.93% of the portfolio was purchased this quarter.About 1.87% of the portfolio was sold this quarter.This quarter, Greenwich Wealth Management LLC has purchased 243 new stocks and bought additional shares in 103 stocks.Greenwich Wealth Management LLC sold shares of 80 stocks and completely divested from 8 stocks this quarter.Largest Holdings Interactive Brokers Group $415,185NVIDIA $216,625SPDR S&P 500 ETF Trust $119,143Oracle $56,578Apple $48,121 Largest New Holdings this Quarter Charles Schwab $5,582 HoldingVanguard Total Stock Market ETF $1,128 HoldingAlpha Architect 1-3 Month Box ETF $325 HoldingEaton $227 HoldingDeere & Company $224 Holding Largest Purchases this Quarter GRAYSCALE BITCOIN TR BTC 538,256 shares (about $15.11K)Charles Schwab 86,121 shares (about $5.58K)Digital World Acquisition 327,634 shares (about $5.27K)iShares 0-3 Month Treasury Bond ETF 27,988 shares (about $2.82K)VANGUARD MALVERN FDS 30,847 shares (about $2.44K) Largest Sales this Quarter Morgan Stanley 118,400 shares (about $12.34K)Janus Henderson AAA CLO ETF 211,709 shares (about $10.77K)NVIDIA 5,736 shares (about $696.58)iShares Core S&P Small-Cap ETF 1,639 shares (about $191.69)Janus Henderson Mortgage-Backed Securities ETF 3,285 shares (about $153.23) 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$415,185$21 ▼0.0%2,979,22328.2%FinanceNVDANVIDIA$216,625$697 ▼-0.3%1,783,80514.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$119,143$566 ▲0.5%207,6538.1%FinanceORCLOracle$56,578$10 ▼0.0%332,0313.8%Computer and TechnologyAAPLApple$48,121$400 ▲0.8%206,5293.3%Computer and TechnologyGRAYSCALE BITCOIN TR BTC$30,221$15,106 ▲99.9%1,076,8202.1%SHS REP COM UTMSFTMicrosoft$23,272$86 ▲0.4%54,0821.6%Computer and TechnologyWYWeyerhaeuser$18,784$8 ▼0.0%554,7681.3%ConstructionQQQInvesco QQQ$18,199$81 ▼-0.4%37,2871.2%FinanceREGNRegeneron Pharmaceuticals$16,891$13 ▼-0.1%16,0671.1%MedicalOPYOppenheimer$15,6400.0%305,7031.1%FinanceGSThe Goldman Sachs Group$14,405$15 ▼-0.1%29,0941.0%FinanceBCSBarclays$14,3780.0%1,183,3401.0%FinanceCBOECboe Global Markets$14,3490.0%70,0401.0%Financial ServicesIBMInternational Business Machines$13,084$7 ▲0.1%59,1800.9%Computer and TechnologyBENFranklin Resources$12,116$27 ▲0.2%601,2700.8%FinanceUNHUnitedHealth Group$11,809$51 ▼-0.4%20,1970.8%MedicalMELIMercadoLibre$11,2860.0%5,5000.8%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$11,213$2,819 ▲33.6%111,3260.8%ETFDWACDigital World Acquisition$10,946$5,265 ▲92.7%681,1340.7%Business ServicesAXONAxon Enterprise$10,826$8 ▲0.1%27,0930.7%Industrial ProductsAMATApplied Materials$10,734$4 ▼0.0%53,1240.7%Computer and TechnologyCCJCameco$9,560$8 ▲0.1%200,1750.7%Basic MaterialsTTTrane Technologies$8,865$49 ▲0.6%22,8050.6%ConstructionFCXFreeport-McMoRan$8,079$2 ▼0.0%161,8450.5%Basic MaterialsPLTRPalantir Technologies$8,028$80 ▼-1.0%215,7960.5%Business ServicesVOOVanguard S&P 500 ETF$7,967$123 ▼-1.5%15,0980.5%ETFPHParker-Hannifin$7,6820.0%12,1580.5%Industrial ProductsAVUVAvantis U.S. Small Cap Value ETF$7,501$216 ▲3.0%78,1780.5%ETFAVLVAvantis U.S. Large Cap Value ETF$7,470$221 ▲3.1%113,4700.5%ETFGWREGuidewire Software$6,796$16 ▼-0.2%37,1510.5%Computer and TechnologyBXBlackstone$6,2970.0%41,1250.4%FinanceJAAAJanus Henderson AAA CLO ETF$6,265$10,772 ▼-63.2%123,1330.4%ETFPYPLPayPal$6,255$20 ▼-0.3%80,1670.4%Computer and TechnologyDOCUDocuSign$5,818$6 ▲0.1%93,7100.4%Computer and TechnologyPIPRPiper Sandler Companies$5,7140.0%20,1320.4%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$5,636$461 ▲8.9%13,3200.4%FinanceSCHWCharles Schwab$5,582$5,582 ▲New Holding86,1210.4%FinanceCIThe Cigna Group$5,149$82 ▲1.6%14,8630.4%MedicalHPQHP$5,0240.0%140,0550.3%Computer and TechnologyOSKOshkosh$4,970$25 ▲0.5%49,5930.3%Auto/Tires/TrucksVXUSVanguard Total International Stock ETF$4,754$53 ▲1.1%73,4340.3%ETFCSCOCisco Systems$4,702$25 ▼-0.5%88,3530.3%Computer and TechnologyBUNGE LIMITED$4,586$6 ▲0.1%47,4580.3%COMVIRTVirtu Financial$4,477$0 ▲0.0%146,9720.3%FinancePFEPfizer$3,949$105 ▲2.7%136,4630.3%MedicalVOVanguard Mid-Cap ETF$3,601$115 ▲3.3%13,6480.2%ETFVBVanguard Small-Cap ETF$3,415$71 ▲2.1%14,3990.2%ETFGMGeneral Motors$3,407$0 ▼0.0%75,9720.2%Auto/Tires/TrucksFFord Motor$3,354$131 ▲4.1%317,6340.2%Auto/Tires/TrucksTEXTerex$3,300$10 ▲0.3%62,3710.2%Industrial ProductsVANGUARD MALVERN FDS$3,258$2,443 ▲299.6%41,1420.2%CORE BD ETFAMZNAmazon.com$3,100$11 ▲0.4%16,6380.2%Retail/WholesaleICEIntercontinental Exchange$3,007$21 ▲0.7%18,7190.2%FinanceXLFFinancial Select Sector SPDR Fund$3,005$11 ▲0.4%66,3140.2%ETFARWArrow Electronics$2,995$8 ▲0.3%22,5440.2%Computer and TechnologyBRK.BBerkshire Hathaway$2,958$1 ▲0.0%6,4260.2%FinanceIJRiShares Core S&P Small-Cap ETF$2,937$192 ▼-6.1%25,1120.2%ETFJEPIJPMorgan Equity Premium Income ETF$2,923$37 ▼-1.3%49,1140.2%ETFADMArcher-Daniels-Midland$2,876$13 ▲0.5%48,1400.2%Consumer StaplesCNCCentene$2,842$4 ▲0.1%37,7550.2%MedicalPRMEPrime Medicine$2,837$310 ▲12.3%733,0010.2%MedicalBPOPPopular$2,8210.0%28,1370.2%FinanceABBVAbbVie$2,809$7 ▲0.2%14,2220.2%MedicalJMBSJanus Henderson Mortgage-Backed Securities ETF$2,777$153 ▼-5.2%59,5340.2%ETFWDCWestern Digital$2,7000.0%39,5440.2%Computer and TechnologyJPMJPMorgan Chase & Co.$2,693$13 ▲0.5%12,7710.2%FinanceCWHCamping World$2,6040.0%107,5000.2%Consumer DiscretionaryRFRegions Financial$2,555$8 ▼-0.3%109,5310.2%FinanceLLYEli Lilly and Company$2,522$389 ▲18.2%2,8470.2%MedicalAMXAmérica Móvil$2,5100.0%153,4400.2%Computer and TechnologyJCIJohnson Controls International$2,390$15 ▼-0.6%30,7940.2%ConstructionDOWDOW$2,343$7 ▲0.3%42,8940.2%Basic MaterialsAVGOBroadcom$2,337$2,100 ▲888.1%13,5470.2%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$2,294$285 ▲14.2%27,3970.2%ETFNDAQNasdaq$2,207$24 ▲1.1%30,2230.2%FinanceALLEAllegion$2,183$10 ▲0.5%14,9760.1%Industrial ProductsSWKSSkyworks Solutions$2,131$21 ▼-1.0%21,5790.1%Computer and TechnologyIVViShares Core S&P 500 ETF$1,962$81 ▼-4.0%3,4010.1%ETFIRIngersoll Rand$1,962$11 ▼-0.6%19,9860.1%Industrial ProductsDDDuPont de Nemours$1,884$28 ▲1.5%21,1420.1%Basic MaterialsVZVerizon Communications$1,864$20 ▲1.1%41,4950.1%Computer and TechnologyMETAMeta Platforms$1,863$64 ▼-3.3%3,2550.1%Computer and TechnologyCTVACorteva$1,854$29 ▼-1.5%31,5350.1%Consumer StaplesEBAYeBay$1,847$20 ▼-1.1%28,3610.1%Retail/WholesaleIWMiShares Russell 2000 ETF$1,841$7 ▼-0.4%8,3350.1%FinanceVWOVanguard FTSE Emerging Markets ETF$1,825$8 ▼-0.4%38,1470.1%ETFGOOGAlphabet$1,712$16 ▼-0.9%10,2410.1%Computer and TechnologyFLEXFlex$1,6050.0%48,0000.1%Computer and TechnologyIFFInternational Flavors & Fragrances$1,603$23 ▲1.4%15,2740.1%Basic MaterialsJPSTJPMorgan Ultra-Short Income ETF$1,589$1 ▼-0.1%31,3150.1%ETFCVSCVS Health$1,544$58 ▲3.9%24,5570.1%Retail/WholesaleHPEHewlett Packard Enterprise$1,543$1 ▲0.0%75,3930.1%Computer and TechnologyINTCIntel$1,531$26 ▲1.7%65,2450.1%Computer and TechnologyXOMExxon Mobil$1,517$19 ▲1.3%12,9430.1%Oils/EnergySNVSynovus Financial$1,473$7 ▼-0.5%33,1320.1%FinanceAPHAmphenol$1,358$17 ▲1.3%20,8410.1%Computer and TechnologyNVSNovartis$1,349$29 ▲2.2%11,7250.1%MedicalMSMorgan Stanley$1,320$12,338 ▼-90.3%12,6670.1%FinanceMEMMatthews Emerging Markets Equity Active ETF$1,319$550 ▲71.5%39,9480.1%ETFShowing 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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