Greenwich Wealth Management LLC Top Holdings and 13F Report (2025) About Greenwich Wealth Management LLCInvestment ActivityGreenwich Wealth Management LLC has $1.42 million in total holdings as of December 31, 2024.Greenwich Wealth Management LLC owns shares of 255 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 2.07% of the portfolio was purchased this quarter.About 18.72% of the portfolio was sold this quarter.This quarter, Greenwich Wealth Management LLC has purchased 247 new stocks and bought additional shares in 130 stocks.Greenwich Wealth Management LLC sold shares of 67 stocks and completely divested from 11 stocks this quarter.Largest Holdings Interactive Brokers Group $490,185SPDR S&P 500 ETF Trust $121,948NVIDIA $61,385Oracle $55,397Apple $51,778 Largest New Holdings this Quarter Janus Henderson Short Duration Income ETF $1,218 HoldingJPMorgan Income ETF $941 HoldingVanguard International High Dividend Yield ETF $793 HoldingJPMorgan Core Plus Bond ETF $757 HoldingJPMorgan Active Value ETF $532 Holding Largest Purchases this Quarter Charles Schwab 89,913 shares (about $6.65K)VANGUARD MALVERN FDS 39,101 shares (about $2.96K)Janus Henderson AAA CLO ETF 44,987 shares (about $2.28K)JPMorgan Ultra-Short Income ETF 26,447 shares (about $1.33K)Janus Henderson Short Duration Income ETF 24,912 shares (about $1.22K) Largest Sales this Quarter NVIDIA 1,326,700 shares (about $178.16K)Interactive Brokers Group 204,641 shares (about $36.15K)GRAYSCALE BITCOIN TR BTC 433,185 shares (about $29.74K)iShares 0-3 Month Treasury Bond ETF 31,209 shares (about $3.13K)Confluent 29,527 shares (about $825.77) 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$490,185$36,154 ▼-6.9%2,774,58234.6%FinanceSPYSPDR S&P 500 ETF Trust$121,948$247 ▲0.2%208,0758.6%FinanceNVDANVIDIA$61,385$178,164 ▼-74.4%457,1054.3%Computer and TechnologyORCLOracle$55,397$67 ▲0.1%332,4323.9%Computer and TechnologyAAPLApple$51,778$59 ▲0.1%206,7653.7%Computer and TechnologyGRAYSCALE BITCOIN TR BTC$44,188$29,740 ▼-40.2%643,6353.1%SHS REP COM UTMSFTMicrosoft$23,649$854 ▲3.7%56,1071.7%Computer and TechnologyOPYOppenheimer$19,5930.0%305,7031.4%FinanceQQQInvesco QQQ$18,805$257 ▼-1.3%36,7841.3%FinanceGSThe Goldman Sachs Group$16,663$3 ▲0.0%29,0991.2%FinancePALANTIR TECHNOLOGIES INC$16,202$119 ▼-0.7%214,2231.1%CL AAXONAxon Enterprise$16,082$20 ▼-0.1%27,0601.1%AerospaceBCSBarclays$15,7270.0%1,183,3401.1%FinanceWYWeyerhaeuser$15,625$8 ▲0.1%555,0661.1%ConstructionCBOECboe Global Markets$13,738$53 ▲0.4%70,3101.0%Financial ServicesSCHWCharles Schwab$13,028$6,654 ▲104.4%176,0340.9%FinanceIBMInternational Business Machines$12,877$132 ▼-1.0%58,5790.9%Computer and TechnologyBENFranklin Resources$12,216$16 ▲0.1%602,0460.9%FinanceREGNRegeneron Pharmaceuticals$11,455$10 ▲0.1%16,0810.8%MedicalCCJCameco$10,290$3 ▲0.0%200,2250.7%Basic MaterialsUNHUnitedHealth Group$10,240$23 ▲0.2%20,2430.7%MedicalMELIMercadoLibre$9,3520.0%5,5000.7%Retail/WholesaleAMATApplied Materials$8,653$13 ▲0.2%53,2050.6%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$8,525$2,281 ▲36.5%168,1200.6%ETFDOCUDocuSign$8,445$17 ▲0.2%93,8940.6%Computer and TechnologyTTTrane Technologies$8,436$13 ▲0.2%22,8400.6%ConstructionVOOVanguard S&P 500 ETF$8,091$44 ▼-0.5%15,0170.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$8,037$3,131 ▼-28.0%80,1170.6%ETFPHParker-Hannifin$7,836$103 ▲1.3%12,3200.6%Industrial ProductsAVUVAvantis U.S. Small Cap Value ETF$7,806$259 ▲3.4%80,8640.6%ETFAVLVAvantis U.S. Large Cap Value ETF$7,801$225 ▲3.0%116,8350.6%ETFBXBlackstone$7,092$1 ▲0.0%41,1320.5%FinancePYPLPayPal$6,822$20 ▼-0.3%79,9340.5%Computer and TechnologyGWREGuidewire Software$6,271$8 ▲0.1%37,2000.4%Computer and TechnologyFCXFreeport-McMoRan$6,176$13 ▲0.2%162,1740.4%Basic MaterialsVANGUARD MALVERN FDS$6,083$2,964 ▲95.0%80,2430.4%CORE BD ETFPIPRPiper Sandler Companies$6,044$5 ▲0.1%20,1490.4%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$5,666$2 ▼0.0%13,3160.4%FinanceCSCOCisco Systems$5,276$46 ▲0.9%89,1250.4%Computer and TechnologyVIRTVirtu Financial$5,244$0 ▲0.0%146,9760.4%FinanceOSKOshkosh$4,718$3 ▲0.1%49,6220.3%Auto/Tires/TrucksHPQHP$4,569$1 ▼0.0%140,0240.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$4,389$61 ▲1.4%74,4700.3%ETFCIThe Cigna Group$4,135$31 ▲0.8%14,9750.3%MedicalGMGeneral Motors$4,0470.0%75,9720.3%Auto/Tires/TrucksAMZNAmazon.com$3,716$66 ▲1.8%16,9380.3%Retail/WholesaleBUNGE LIMITED$3,710$20 ▲0.5%47,7130.3%COMJEPIJPMorgan Equity Premium Income ETF$3,648$822 ▲29.1%63,4090.3%ETFVOVanguard Mid-Cap ETF$3,637$32 ▲0.9%13,7680.3%ETFVBVanguard Small-Cap ETF$3,481$22 ▲0.6%14,4890.2%ETFPFEPfizer$3,462$159 ▼-4.4%130,4810.2%MedicalAVGOBroadcom$3,394$253 ▲8.1%14,6390.2%Computer and TechnologyJPMJPMorgan Chase & Co.$3,256$195 ▲6.4%13,5830.2%FinanceXLFFinancial Select Sector SPDR Fund$3,247$42 ▲1.3%67,1830.2%ETFFFord Motor$3,134$10 ▼-0.3%316,5970.2%Auto/Tires/TrucksJPSTJPMorgan Ultra-Short Income ETF$2,909$1,332 ▲84.5%57,7620.2%ETFIJRiShares Core S&P Small-Cap ETF$2,891$3 ▼-0.1%25,0880.2%ETFTEXTerex$2,886$3 ▲0.1%62,4380.2%Industrial ProductsBRK.BBerkshire Hathaway$2,841$72 ▼-2.5%6,2680.2%FinanceICEIntercontinental Exchange$2,828$39 ▲1.4%18,9800.2%FinanceJMBSJanus Henderson Mortgage-Backed Securities ETF$2,653$23 ▲0.9%60,0580.2%ETFBPOPPopular$2,6470.0%28,1370.2%FinanceRFRegions Financial$2,565$11 ▼-0.4%109,0710.2%FinanceABBVAbbVie$2,532$4 ▲0.2%14,2460.2%MedicalJCIJohnson Controls International$2,520$90 ▲3.7%31,9290.2%ConstructionARWArrow Electronics$2,496$54 ▼-2.1%22,0690.2%Computer and TechnologyADMArcher-Daniels-Midland$2,441$9 ▲0.4%48,3180.2%Consumer StaplesWDCWestern Digital$2,3580.0%39,5440.2%Computer and TechnologyNDAQNasdaq$2,312$25 ▼-1.1%29,9000.2%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$2,297$98 ▲4.5%28,6220.2%ETFCNCCentene$2,269$18 ▼-0.8%37,4580.2%MedicalCWHCamping World$2,2660.0%107,5000.2%Consumer DiscretionaryPRMEPrime Medicine$2,260$120 ▲5.6%774,0010.2%MedicalLLYEli Lilly and Company$2,248$49 ▲2.2%2,9110.2%MedicalAMXAmérica Móvil$2,197$1 ▲0.1%153,5310.2%Computer and TechnologyGOOGAlphabet$2,049$98 ▲5.0%10,7580.1%Computer and TechnologyIVViShares Core S&P 500 ETF$2,026$24 ▲1.2%3,4420.1%ETFMETAMeta Platforms$1,974$68 ▲3.6%3,3720.1%Computer and TechnologyALLEAllegion$1,972$15 ▲0.8%15,0900.1%Industrial ProductsSWKSSkyworks Solutions$1,933$20 ▲1.0%21,8030.1%Computer and TechnologyIWMiShares Russell 2000 ETF$1,846$4 ▲0.2%8,3530.1%FinanceFLEXFlex$1,8430.0%48,0000.1%Computer and TechnologyDOWDOW$1,820$98 ▲5.7%45,3480.1%Basic MaterialsIRIngersoll Rand$1,802$6 ▼-0.3%19,9180.1%Industrial ProductsCTVACorteva$1,7960.0%31,5350.1%Consumer StaplesEBAYeBay$1,781$24 ▲1.4%28,7550.1%Retail/WholesaleMSMorgan Stanley$1,723$130 ▲8.2%13,7030.1%FinanceSNVSynovus Financial$1,693$5 ▼-0.3%33,0390.1%FinanceYNDXYandex$1,6900.0%61,0000.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,670$10 ▼-0.6%37,9110.1%ETFVZVerizon Communications$1,638$22 ▼-1.3%40,9550.1%Computer and TechnologyHPEHewlett Packard Enterprise$1,614$5 ▲0.3%75,6050.1%Computer and TechnologyDDDuPont de Nemours$1,613$1 ▲0.1%21,1580.1%Basic MaterialsVYMVanguard High Dividend Yield ETF$1,606$578 ▲56.2%12,5880.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,592$270 ▲20.4%28,2400.1%ETFGOOGLAlphabet$1,578$221 ▲16.3%8,3340.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,523$37 ▲2.5%7,7140.1%Computer and TechnologyXOMExxon Mobil$1,464$72 ▲5.2%13,6100.1%Oils/EnergyAPHAmphenol$1,437$11 ▼-0.8%20,6840.1%Computer and TechnologyBACBank of America$1,310$119 ▲10.0%29,8030.1%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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