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Greenwich Wealth Management LLC

Portfolio Manager
Greenwich Wealth Management LLC
Performance
-4.08% (2025 Q4)
AUM (13F)
$2.45B
# of Holdings
307
Performance Rank
Allocation (Top 20)
68.73%

Greenwich Wealth Management LLC Holdings Map

Top 50 Greenwich Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IBKR
INTERACTIVE BROKERS GROUP IN COM
27.17%9.92M$665.6M
+8.04%(+738.93K)
2025-Q1: 2.71M shares2025-Q2: 10.86M shares2025-Q3: 10.37M shares2025-Q4: 9.19M shares2026-Q1: 9.92M shares
$18.69(+372.36%)
2026-03-31
SPY
SPDR S&P 500 ETF TR TR
9.17%345.2K$224.5M
+40.98%(+100.36K)
2025-Q1: 217.2K shares2025-Q2: 217.7K shares2025-Q3: 235.8K shares2025-Q4: 244.9K shares2026-Q1: 345.2K shares
$399.50(+87.28%)
2026-03-31
FUTU
FUTU HLDGS LTD
6.85%1.23M$167.7M
+141.58%(+718.50K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 301.5K shares2025-Q4: 507.5K shares2026-Q1: 1.23M shares
$153.18(-7.62%)
2026-03-31
NMAX
NEWSMAX INC
4.86%22.80M$119.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 22.80M shares2026-Q1: 22.80M shares
$10.06(-31.25%)
2026-03-31
HOOD
ROBINHOOD MKTS INC COM
3.24%1.14M$79.3M
+2238.87%(+1.10M)
2025-Q1: 0 shares2025-Q2: 2.2K shares2025-Q3: 0 shares2025-Q4: 48.9K shares2026-Q1: 1.14M shares
$92.67(-12.91%)
2026-03-31
GOOG
ALPHABET INC CAP STK
1.67%142.4K$40.9M
-0.08%(-111)
2025-Q1: 10.7K shares2025-Q2: 83.2K shares2025-Q3: 140.8K shares2025-Q4: 142.5K shares2026-Q1: 142.4K shares
$180.51(+120.02%)
2026-03-31
AAPL
APPLE INC
1.6%154.2K$39.1M
-0.54%(-843)
2025-Q1: 204.8K shares2025-Q2: 204.6K shares2025-Q3: 149.4K shares2025-Q4: 155.1K shares2026-Q1: 154.2K shares
$93.99(+217.30%)
2026-03-31
PIPR
PIPER JAFFRAY COS
1.3%416.8K$31.9M
+299.97%(+312.57K)
2025-Q1: 20.2K shares2025-Q2: 104.2K shares2025-Q3: 104.2K shares2025-Q4: 104.2K shares2026-Q1: 416.8K shares
$54.64(+47.44%)
2026-03-31
QQQ
INVESCO QQQ TR
1.29%54.5K$31.5M
-2.00%(-1.11K)
2025-Q1: 40.5K shares2025-Q2: 40.6K shares2025-Q3: 49.3K shares2025-Q4: 55.6K shares2026-Q1: 54.5K shares
$272.45(+164.19%)
2026-03-31
GBTC
GRAYSCALE BITCOIN TR BTC
1.27%634.0K$31.0M
-0.16%(-1.01K)
2025-Q1: 640.9K shares2025-Q2: 637.1K shares2025-Q3: 636.9K shares2025-Q4: 635.0K shares2026-Q1: 634.0K shares
$46.73(+35.39%)
2026-03-31

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