$598 Million is the total value of Greenwich Wealth Management LLC's 192 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LPTH | Exit | LIGHTPATH TECHNOLOGIES INCcl a new | $0 | – | -10,000 | -100.0% | -0.00% | – |
| XCO | Exit | EXCO RESOURCES INC | $0 | – | -39,680 | -100.0% | -0.01% | – |
| TWO | Exit | TWO HBRS INVT CORP | $0 | – | -12,889 | -100.0% | -0.02% | – |
| PBW | Exit | POWERSHARES ETF TRUSTwndrhll cln en | $0 | – | -26,496 | -100.0% | -0.02% | – |
| VLY | Exit | VALLEY NATL BANCORP | $0 | – | -10,879 | -100.0% | -0.02% | – |
| IHF | Exit | ISHARES TRus hlthcr pr etf | $0 | – | -1,358 | -100.0% | -0.04% | – |
| MLNX | Exit | MELLANOX TECHNOLOGIES LTD | $0 | – | -8,475 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-07
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 | 2024-02-01 |
| 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 |
| 13F-HR | 2021-10-19 |
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.