Greenwich Wealth Management
Latest statistics and disclosures from Greenwich Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IBKR, NVDA, SPY, ORCL, AAPL, and represent 53.96% of Greenwich Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: GBTC (+$34M), MS (+$11M), BG, AMX, KLAC, IJH, QQQ, CL, MSFT, AVUV.
- Started 26 new stock positions in IWF, HON, Aurora Cannabis, MVST, MA, FDVV, TDG, FANG, LRCX, CL.
- Reduced shares in these 10 stocks: IBKR (-$16M), , , , NVT, JMBS, Safehold, CFLT, , TAN.
- Sold out of its positions in America Movil Sab De Cv spon adr l, ELV, Aurora Cannabis, CALM, GUNR, Inovio Pharmaceuticals, OMFL, ITA, LYV, MPW. PTVE, PLD, Safehold, VCSH, Bunge.
- Greenwich Wealth Management was a net buyer of stock by $37M.
- Greenwich Wealth Management has $1.3B in assets under management (AUM), dropping by 24.00%.
- Central Index Key (CIK): 0001439805
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Portfolio Holdings for Greenwich Wealth Management
Greenwich Wealth Management holds 244 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Interactive Brokers Group In Cl A (IBKR) | 26.4 | $332M | -4% | 3.0M | 111.71 |
|
| NVIDIA Corporation (NVDA) | 12.8 | $161M | 178k | 903.56 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.6 | $108M | 206k | 523.07 |
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| Oracle Corporation (ORCL) | 3.3 | $42M | 332k | 125.61 |
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| Apple (AAPL) | 2.8 | $35M | 205k | 171.48 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 2.7 | $34M | NEW | 541k | 63.17 |
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| Microsoft Corporation (MSFT) | 1.8 | $23M | +2% | 54k | 420.72 |
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| Weyerhaeuser Company (WY) | 1.6 | $20M | 555k | 35.91 |
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| Franklin Resources (BEN) | 1.3 | $17M | 600k | 28.11 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $17M | +5% | 38k | 444.00 |
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| Janus Detroit Str Tr Hendrson Aaa CL (JAAA) | 1.3 | $17M | +2% | 327k | 50.74 |
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| Regeneron Pharmaceuticals (REGN) | 1.2 | $16M | 16k | 962.50 |
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| Morgan Stanley Com New (MS) | 1.0 | $13M | +470% | 140k | 94.16 |
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| CBOE Holdings (CBOE) | 1.0 | $13M | 70k | 183.72 |
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| Goldman Sachs (GS) | 1.0 | $12M | 29k | 417.68 |
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| Oppenheimer Hldgs Cl A Non Vtg (OPY) | 1.0 | $12M | 306k | 39.92 |
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| International Business Machines (IBM) | 0.9 | $11M | 59k | 190.97 |
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| Barclays Adr (BCS) | 0.9 | $11M | 1.2M | 9.45 |
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| Applied Materials (AMAT) | 0.9 | $11M | 53k | 206.23 |
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| UnitedHealth (UNH) | 0.8 | $10M | 20k | 494.67 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.7 | $9.2M | 91k | 100.71 |
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| Cameco Corporation (CCJ) | 0.7 | $8.7M | 200k | 43.32 |
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| Axon Enterprise (AXON) | 0.7 | $8.5M | 27k | 312.88 |
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| MercadoLibre (MELI) | 0.7 | $8.3M | 5.5k | 1512.00 |
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| Freeport-mcmoran CL B (FCX) | 0.6 | $7.6M | 162k | 47.02 |
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| American Centy Tr Us Sml Cp Valu Etf (AVUV) | 0.6 | $7.1M | +7% | 76k | 93.71 |
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| Vanguard Index Fds S&p 500 Etf SHS (VOO) | 0.6 | $7.1M | 15k | 480.71 |
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| American Centy Tr Us Large Cap Vlu Etf (AVLV) | 0.6 | $6.9M | +7% | 108k | 64.26 |
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| Trane Technologies SHS (TT) | 0.5 | $6.8M | 23k | 300.21 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $6.8M | 12k | 555.77 |
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| Oshkosh Corporation (OSK) | 0.5 | $6.2M | 49k | 124.72 |
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| Docusign (DOCU) | 0.4 | $5.6M | 93k | 59.55 |
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| Paypal Holdings (PYPL) | 0.4 | $5.4M | 81k | 66.99 |
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| Blackstone Group Cl A (BX) | 0.4 | $5.3M | 41k | 131.37 |
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| Cigna Corp (CI) | 0.4 | $5.3M | 15k | 363.17 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $5.0M | +3% | 216k | 23.01 |
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| Bunge (BG) | 0.4 | $4.9M | NEW | 48k | 102.51 |
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| Spdr Dow Jones Indl Avrg Ut Ser 1 Etf (DIA) | 0.4 | $4.8M | 12k | 397.72 |
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| Cisco Systems (CSCO) | 0.4 | $4.5M | 90k | 49.91 |
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| Vanguard Star Fd Vg Tl Intl Stk F (VXUS) | 0.3 | $4.4M | 72k | 60.30 |
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| Guidewire Software (GWRE) | 0.3 | $4.3M | 37k | 116.71 |
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| Hp (HPQ) | 0.3 | $4.2M | 140k | 30.22 |
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| Ford Mtr Co Del Com Par $0.01 (F) | 0.3 | $4.1M | 311k | 13.28 |
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| Prime Medicine (PRME) | 0.3 | $4.0M | +12% | 578k | 7.00 |
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| Terex Corporation (TEX) | 0.3 | $4.0M | 62k | 64.39 |
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| Piper Jaffray Companies (PIPR) | 0.3 | $4.0M | 20k | 198.49 |
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| Pfizer (PFE) | 0.3 | $3.7M | +8% | 134k | 27.75 |
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| General Motors Company (GM) | 0.3 | $3.5M | 76k | 45.35 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $3.3M | 13k | 249.83 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $3.2M | +2% | 14k | 228.62 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $3.0M | 48k | 62.81 |
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| Virtu Finl Cl A (VIRT) | 0.2 | $3.0M | 148k | 20.52 |
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| Camping World Hldgs Cl A (CWH) | 0.2 | $3.0M | 108k | 27.85 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $3.0M | 27k | 110.54 |
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| Centene Corporation (CNC) | 0.2 | $3.0M | 38k | 78.49 |
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| Amazon (AMZN) | 0.2 | $3.0M | +5% | 16k | 180.37 |
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| Arrow Electronics (ARW) | 0.2 | $2.9M | 23k | 129.47 |
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| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.2 | $2.9M | +14% | 50k | 57.87 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.2 | $2.9M | -15% | 64k | 45.11 |
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| America Movil Sab De Cv Spon Adr L SHS (AMX) | 0.2 | $2.9M | NEW | 153k | 18.66 |
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| Intel Corporation (INTC) | 0.2 | $2.8M | 63k | 44.17 |
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| Select Sector Spdr Tr Sbi Int-finl Etf (XLF) | 0.2 | $2.8M | +9% | 66k | 42.12 |
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| Western Digital (WDC) | 0.2 | $2.7M | 40k | 68.25 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.6M | +5% | 13k | 200.29 |
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| Abbvie (ABBV) | 0.2 | $2.6M | 14k | 182.12 |
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| Intercontinental Exchange (ICE) | 0.2 | $2.6M | 19k | 137.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.6M | 6.1k | 420.47 |
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| Popular Com New (BPOP) | 0.2 | $2.5M | -3% | 28k | 88.10 |
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| Dow (DOW) | 0.2 | $2.5M | 43k | 57.93 |
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| Skyworks Solutions (SWKS) | 0.2 | $2.4M | 22k | 108.32 |
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| Regions Financial Corporation (RF) | 0.2 | $2.3M | 110k | 21.04 |
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| Johnson Ctls Intl SHS (JCI) | 0.2 | $2.0M | 31k | 65.31 |
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| Allegion Plc Ord SHS (ALLE) | 0.2 | $2.0M | 15k | 134.74 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.9M | +33% | 2.5k | 778.05 |
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| CVS Caremark Corporation (CVS) | 0.2 | $1.9M | 24k | 79.76 |
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| Ingersoll Rand (IR) | 0.2 | $1.9M | 20k | 94.93 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.9M | 24k | 80.52 |
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| Nasdaq Omx (NDAQ) | 0.2 | $1.9M | 30k | 63.11 |
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| KLA-Tencor Corporation (KLAC) | 0.1 | $1.9M | +513% | 2.7k | 698.74 |
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| Corteva (CTVA) | 0.1 | $1.8M | 32k | 57.67 |
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| Broadcom (AVGO) | 0.1 | $1.8M | 1.4k | 1325.63 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.8M | +9% | 3.5k | 525.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.8M | 8.4k | 210.25 |
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| Verizon Communications (VZ) | 0.1 | $1.8M | -2% | 42k | 41.97 |
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| Confluent (CFLT) | 0.1 | $1.8M | -19% | 57k | 30.52 |
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| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $1.6M | 32k | 50.45 |
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| Facebook Cl A (META) | 0.1 | $1.6M | -2% | 3.3k | 485.53 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.6M | 38k | 41.78 |
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| Dupont De Nemours (DD) | 0.1 | $1.6M | 21k | 76.66 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.5M | 13k | 116.21 |
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| eBay (EBAY) | 0.1 | $1.4M | 27k | 52.79 |
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| Invesco Exchng Traded Fd Tr Solar Etf (TAN) | 0.1 | $1.4M | -16% | 32k | 45.37 |
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| GSK Sponsored Adr (GSK) | 0.1 | $1.4M | 32k | 42.87 |
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| Flextronics Intl Ord (FLEX) | 0.1 | $1.4M | 48k | 28.60 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $1.3M | 76k | 17.72 |
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| Synovus Finl Corp Com New (SNV) | 0.1 | $1.3M | -4% | 33k | 40.06 |
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| International Flavors & Fragrances (IFF) | 0.1 | $1.3M | 15k | 86.01 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.3M | +17% | 23k | 54.22 |
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| Alphabet Inc Cap Stk CL C (GOOG) | 0.1 | $1.3M | +15% | 8.2k | 152.29 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.2M | 10k | 115.32 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.2M | 5.3k | 225.01 |
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| Alphabet Inc Cap Stk Cl A (GOOGL) | 0.1 | $1.2M | +15% | 7.7k | 150.89 |
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| Yandex N V Class A (YNDX) | 0.1 | $1.2M | 61k | 18.93 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.1M | 12k | 96.72 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $1.1M | +4% | 17k | 63.76 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | -3% | 29k | 37.90 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | -6% | 6.5k | 162.25 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.0M | +441% | 17k | 60.73 |
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| Qualcomm (QCOM) | 0.1 | $1.0M | 6.1k | 169.30 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.0M | +7% | 7.5k | 135.99 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.0M | 2.0k | 504.49 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $995k | 17k | 58.64 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $990k | -8% | 10k | 94.90 |
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| Spdr Gold Tr Gold SHS (GLD) | 0.1 | $984k | 4.8k | 205.64 |
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| Vanguard Whitehall Fds Inc High Div Yld (VYM) | 0.1 | $959k | 7.9k | 120.95 |
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| Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 0.1 | $904k | -3% | 36k | 25.38 |
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| Nextera Energy (NEE) | 0.1 | $899k | -2% | 14k | 63.91 |
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| Tilray Com Cl 2 (TLRY) | 0.1 | $877k | 355k | 2.47 |
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| Servicenow (NOW) | 0.1 | $874k | 1.1k | 761.99 |
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| Ishares Inc Msci Gbl Etf New (PICK) | 0.1 | $870k | -8% | 21k | 41.69 |
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| Caterpillar (CAT) | 0.1 | $853k | -4% | 2.3k | 366.57 |
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| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.1 | $842k | 17k | 49.19 |
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| Kimco Realty Corporation (KIM) | 0.1 | $832k | +5% | 42k | 19.61 |
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| Wolfspeed (WOLF) | 0.1 | $829k | 28k | 29.49 |
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| Spdr Series Trust Portfolio Short Etf (SPSB) | 0.1 | $792k | +2% | 27k | 29.78 |
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| salesforce (CRM) | 0.1 | $772k | +4% | 2.6k | 301.21 |
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| Costco Wholesale Corporation (COST) | 0.1 | $769k | -23% | 1.0k | 733.08 |
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| Ubs Group SHS (UBS) | 0.1 | $763k | 25k | 30.71 |
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| Pepsi (PEP) | 0.1 | $751k | -4% | 4.3k | 175.10 |
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| Ssga Active Tr Blkstn Gsosrln Etf (SRLN) | 0.1 | $742k | -2% | 18k | 42.09 |
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| Select Sector Spdr Tr Energy Etf (XLE) | 0.1 | $737k | 7.8k | 94.40 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $734k | -11% | 4.0k | 182.77 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $734k | -16% | 13k | 55.51 |
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| American Tower Reit (AMT) | 0.1 | $708k | 3.6k | 197.49 |
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| Match Group (MTCH) | 0.1 | $708k | 20k | 36.26 |
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| American Centy Tr International Lr Etf (AVIV) | 0.1 | $707k | -11% | 13k | 54.11 |
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| Uranium Energy (UEC) | 0.1 | $702k | 104k | 6.75 |
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| Home Depot (HD) | 0.1 | $699k | -5% | 1.8k | 383.64 |
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| Merck & Co (MRK) | 0.1 | $694k | -4% | 5.3k | 131.99 |
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| Smucker J M Com New (SJM) | 0.1 | $683k | -2% | 5.4k | 125.90 |
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| Matthews Asia Fds China Active Etf (MCH) | 0.1 | $669k | +13% | 36k | 18.79 |
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| Kyndryl Hldgs Inc Common Stock (KD) | 0.1 | $664k | 31k | 21.77 |
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| First Tr Nasdaq Aba Cmnty Bk Ut Etf (QABA) | 0.1 | $657k | 14k | 46.56 |
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| Brightview Holdings (BV) | 0.1 | $655k | 55k | 11.91 |
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| Matthews Asia Fds Emer Mkts Equity (MEM) | 0.1 | $651k | +11% | 22k | 29.43 |
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| Murphy Oil Corporation (MUR) | 0.1 | $651k | -2% | 14k | 45.66 |
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| Adient Plc Ord SHS (ADNT) | 0.1 | $640k | +3% | 19k | 32.91 |
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| United Parcel Service CL B (UPS) | 0.1 | $637k | +2% | 4.3k | 148.66 |
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| Pentair SHS (PNR) | 0.1 | $631k | 7.4k | 85.49 |
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| Ishares Inc Msci Jpn Etf New (EWJ) | 0.0 | $622k | +41% | 8.7k | 71.36 |
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| McDonald's Corporation (MCD) | 0.0 | $621k | -19% | 2.2k | 281.89 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $587k | -3% | 6.0k | 97.57 |
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| General Electric Com New (GE) | 0.0 | $580k | +9% | 3.3k | 175.54 |
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| Colgate-Palmolive Company (CL) | 0.0 | $574k | NEW | 6.4k | 90.07 |
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| Select Sector Spdr Tr Sbi Healthcare Etf (XLV) | 0.0 | $548k | -6% | 3.7k | 147.67 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $548k | -33% | 5.1k | 108.45 |
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| Nvent Electric SHS (NVT) | 0.0 | $546k | -51% | 7.2k | 75.40 |
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| Asml Holding N V N Y Registry SHS (ASML) | 0.0 | $542k | +11% | 559.00 | 969.59 |
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| Gilead Sciences (GILD) | 0.0 | $541k | +5% | 7.4k | 73.27 |
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| Vanguard Index Fds Reit Etf (VNQ) | 0.0 | $530k | 6.1k | 86.42 |
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| Johnson & Johnson (JNJ) | 0.0 | $506k | -4% | 3.2k | 158.17 |
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| Accenture Plc Ireland Class A (ACN) | 0.0 | $505k | 1.5k | 346.60 |
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| Disney Walt Com Disney (DIS) | 0.0 | $503k | +10% | 4.1k | 122.41 |
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| Iac Interactivecorp Com New (IAC) | 0.0 | $499k | +6% | 9.4k | 53.36 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $494k | 6.2k | 79.87 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $486k | 15k | 31.79 |
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| Chevron Corporation (CVX) | 0.0 | $470k | -7% | 3.0k | 157.72 |
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| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $466k | 7.9k | 58.70 |
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| Union Pacific Corporation (UNP) | 0.0 | $459k | +4% | 1.9k | 245.85 |
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| Invesco T S&p500 Eql Wgt Etf (RSP) | 0.0 | $458k | +20% | 2.7k | 169.50 |
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| Safehold (SAFE) | 0.0 | $454k | NEW | 22k | 20.59 |
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| Tesla Motors (TSLA) | 0.0 | $453k | +21% | 2.6k | 175.92 |
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| First Tr Exchange-traded Fd Risng Divd Achiv (RDVY) | 0.0 | $451k | -7% | 8.0k | 56.12 |
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| Paysafe SHS (PSFE) | 0.0 | $450k | 29k | 15.78 |
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| Automatic Data Processing (ADP) | 0.0 | $449k | -15% | 1.8k | 249.86 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $437k | NEW | 1.3k | 337.19 |
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| State Street Corporation (STT) | 0.0 | $423k | 5.5k | 77.26 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $412k | +11% | 9.5k | 43.40 |
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| Visa Cl A (V) | 0.0 | $403k | +6% | 1.4k | 278.89 |
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| Amgen (AMGN) | 0.0 | $392k | +2% | 1.4k | 284.68 |
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| Netflix (NFLX) | 0.0 | $386k | -13% | 636.00 | 606.92 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $384k | 8.1k | 47.68 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $372k | +56% | 4.9k | 75.30 |
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| Allstate Corporation (ALL) | 0.0 | $338k | 2.0k | 172.89 |
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| Haleon Ads (HLN) | 0.0 | $338k | 40k | 8.49 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $334k | 204.00 | 1637.25 |
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| Select Sector Spdr Tr Sbi Materials Etf (XLB) | 0.0 | $334k | 3.6k | 92.96 |
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| ConocoPhillips (COP) | 0.0 | $316k | -10% | 2.5k | 127.32 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $307k | +23% | 528.00 | 581.44 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $299k | 7.1k | 42.17 |
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| Viatris (VTRS) | 0.0 | $283k | -8% | 24k | 11.95 |
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| Ishares Inc Msci Emrg CHN (EMXC) | 0.0 | $282k | 4.9k | 57.54 |
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| Roper Industries (ROP) | 0.0 | $281k | +21% | 501.00 | 560.88 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $280k | NEW | 228.00 | 1228.07 |
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| 3M Company (MMM) | 0.0 | $278k | +2% | 2.6k | 106.15 |
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| Coca-Cola Company (KO) | 0.0 | $271k | +9% | 4.4k | 61.13 |
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| Diamondback Energy (FANG) | 0.0 | $268k | NEW | 1.4k | 197.93 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $265k | 5.4k | 49.38 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $265k | -4% | 2.0k | 129.46 |
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| Select Sector Spdr Tr Technology Etf (XLK) | 0.0 | $263k | 1.3k | 208.56 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $261k | -11% | 2.0k | 131.09 |
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| General Mills (GIS) | 0.0 | $260k | 3.7k | 69.93 |
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| Brookfield Infrastructure Co Com Sb Vtg Shs A (BIPC) | 0.0 | $258k | -31% | 7.2k | 35.98 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $250k | NEW | 780.00 | 320.51 |
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| Lowe's Companies (LOW) | 0.0 | $244k | NEW | 958.00 | 254.70 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $244k | NEW | 2.2k | 110.66 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $244k | NEW | 421.00 | 579.57 |
|
| Honeywell International (HON) | 0.0 | $240k | NEW | 1.2k | 204.95 |
|
| American Express Company (AXP) | 0.0 | $239k | -4% | 1.1k | 227.40 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $230k | 1.3k | 174.51 |
|
|
| Deere & Company (DE) | 0.0 | $227k | +6% | 553.00 | 410.49 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $226k | +5% | 496.00 | 455.65 |
|
| Mastercard Cl A (MA) | 0.0 | $226k | NEW | 469.00 | 481.88 |
|
| Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf (VEA) | 0.0 | $225k | -3% | 4.5k | 50.21 |
|
| Ishares Tr U.s. Pfd Stk Etf (PFF) | 0.0 | $225k | -2% | 7.0k | 32.23 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $220k | NEW | 5.4k | 40.90 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $218k | NEW | 4.0k | 54.28 |
|
| Lumos Pharma (LUMO) | 0.0 | $215k | 76k | 2.82 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $213k | NEW | 4.7k | 45.38 |
|
| United Sts 12 Month Oil Fd L Unit Ben Int (USL) | 0.0 | $210k | NEW | 5.3k | 39.89 |
|
| Apptech Pmts Corp (APCX) | 0.0 | $207k | 216k | 0.96 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $205k | NEW | 211.00 | 971.56 |
|
| Advanced Micro Devices (AMD) | 0.0 | $202k | NEW | 1.1k | 180.04 |
|
| Valero Energy Corporation (VLO) | 0.0 | $201k | NEW | 1.2k | 171.06 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $201k | -2% | 4.9k | 41.02 |
|
| Sasol Sponsored Adr (SSL) | 0.0 | $195k | 25k | 7.80 |
|
|
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $184k | 14k | 12.90 |
|
|
| American Superconductor Corp Shs New (AMSC) | 0.0 | $161k | -16% | 12k | 13.50 |
|
| Annovis Bio (ANVS) | 0.0 | $150k | +22% | 13k | 11.93 |
|
| Finwise Bancorp (FINW) | 0.0 | $141k | NEW | 14k | 10.07 |
|
| Nio Ads (NIO) | 0.0 | $116k | +22% | 26k | 4.51 |
|
| Aurora Cannabis | 0.0 | $88k | NEW | 20k | 4.40 |
|
| Precigen (PGEN) | 0.0 | $73k | 50k | 1.46 |
|
|
| New York Community Ban (NYCB) | 0.0 | $68k | NEW | 21k | 3.22 |
|
| Vimeo Inc Common Stock (VMEO) | 0.0 | $58k | 14k | 4.12 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $53k | -6% | 24k | 2.22 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $50k | -48% | 15k | 3.42 |
|
| Eos Energy Enterprises Cl A (EOSE) | 0.0 | $43k | -16% | 42k | 1.03 |
|
| Fuelcell Energy (FCEL) | 0.0 | $33k | +34% | 28k | 1.17 |
|
| Agenus Com New (AGEN) | 0.0 | $15k | +21% | 26k | 0.59 |
|
| Microvast Holdings (MVST) | 0.0 | $11k | NEW | 13k | 0.87 |
|
| Workhorse Group Com New (WKHS) | 0.0 | $6.0k | -16% | 26k | 0.23 |
|
| 23andme Holding (ME) | 0.0 | $6.0k | NEW | 11k | 0.57 |
|
| Arcimoto Com New (FUV) | 0.0 | $5.0k | -16% | 12k | 0.43 |
|
Past Filings by Greenwich Wealth Management
SEC 13F filings are viewable for Greenwich Wealth Management going back to 2011
- Greenwich Wealth Management 2024 Q1 filed May 13, 2024
- Greenwich Wealth Management 2023 Q4 filed Feb. 1, 2024
- Greenwich Wealth Management 2023 Q3 filed Nov. 7, 2023
- Greenwich Wealth Management 2023 Q2 filed July 31, 2023
- Greenwich Wealth Management 2023 Q1 filed April 24, 2023
- Greenwich Wealth Management 2022 Q4 filed Feb. 6, 2023
- Greenwich Wealth Management 2022 Q3 filed Nov. 14, 2022
- Greenwich Wealth Management 2022 Q2 filed Aug. 8, 2022
- Greenwich Wealth Management 2022 Q1 filed May 11, 2022
- Greenwich Wealth Management 2021 Q4 filed Jan. 28, 2022
- Greenwich Wealth Management 2021 Q3 filed Oct. 19, 2021
- Greenwich Wealth Management 2021 Q2 filed July 27, 2021
- Greenwich Wealth Management 2021 Q1 filed May 6, 2021
- Greenwich Wealth Management 2020 Q4 restated filed Feb. 12, 2021
- Greenwich Wealth Management 2020 Q4 filed Feb. 11, 2021
- Greenwich Wealth Management 2020 Q3 filed Oct. 29, 2020