$581 Million is the total value of Greenwich Wealth Management LLC's 186 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MFA | Exit | MFA FINL INC | $0 | – | -15,366 | -100.0% | -0.02% | – |
| NYCB | Exit | NEW YORK CMNTY BANCORP INC | $0 | – | -11,618 | -100.0% | -0.03% | – |
| NLY | Exit | ANNALY CAP MGMT INC | $0 | – | -15,999 | -100.0% | -0.03% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -2,377 | -100.0% | -0.04% | – |
| T | Exit | AT&T INC | $0 | – | -5,748 | -100.0% | -0.04% | – |
| SYK | Exit | STRYKER CORP | $0 | – | -1,564 | -100.0% | -0.04% | – |
| LEG | Exit | LEGGETT & PLATT INC | $0 | – | -4,688 | -100.0% | -0.04% | – |
| QLYS | Exit | QUALYS INC | $0 | – | -9,425 | -100.0% | -0.06% | – |
| SPLS | Exit | STAPLES INC | $0 | – | -91,629 | -100.0% | -0.15% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -1,852 | -100.0% | -0.28% | – |
| DD | Exit | DU PONT E I DE NEMOURS & CO | $0 | – | -43,326 | -100.0% | -0.58% | – |
| AMTD | Exit | TD AMERITRADE HLDG CORP | $0 | – | -112,176 | -100.0% | -0.81% | – |
| DOW | Exit | DOW CHEM CO | $0 | – | -79,167 | -100.0% | -0.84% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR TR | 42 | Q3 2023 | 37.1% |
| INTERACTIVE BROKERS GROUP IN COM | 42 | Q3 2023 | 53.2% |
| APPLE INC | 42 | Q3 2023 | 6.4% |
| NVIDIA CORP | 42 | Q3 2023 | 8.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.3% |
| CISCO SYS INC | 42 | Q3 2023 | 3.3% |
| INTERNATIONAL BUSINESS MACHS | 42 | Q3 2023 | 2.8% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 2.2% |
| FREEPORT-MCMORAN INC | 42 | Q3 2023 | 3.8% |
| FRANKLIN RESOURCES INC | 42 | Q3 2023 | 2.4% |
View Greenwich Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-01-28 |
View Greenwich Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.