$497 Million is the total value of Greenwich Wealth Management LLC's 190 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TAT | Exit | TRANSATLANTIC PETROLEUM LTD | $0 | – | -10,560 | -100.0% | -0.00% | – |
| INO | Exit | INOVIO PHARMACEUTICALS INC | $0 | – | -10,700 | -100.0% | -0.00% | – |
| LTS | Exit | LADENBURG THALMAN FIN SVCS I | $0 | – | -30,400 | -100.0% | -0.01% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -905 | -100.0% | -0.04% | – |
| NTC | Exit | NUVEEN CONN PREM INCOME MUN | $0 | – | -73,223 | -100.0% | -0.19% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -262,866 | -100.0% | -2.19% | – |
| ETFC | Exit | E TRADE FINANCIAL CORP | $0 | – | -322,083 | -100.0% | -2.75% | – |
| AABA | Exit | ALTABA INC | $0 | – | -1,217,538 | -100.0% | -4.63% | – |
| SCHW | Exit | SCHWAB CHARLES CORP NEW | $0 | – | -661,980 | -100.0% | -5.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-10
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.