$1.22 Billion is the total value of Greenwich Wealth Management LLC's 246 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARR | Exit | ARMOUR RESIDENTIAL REIT INC | $0 | – | -12,300 | -100.0% | -0.01% | – |
| T | Exit | AT&T INC | $0 | – | -7,719 | -100.0% | -0.02% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,030 | -100.0% | -0.02% | – |
| REM | Exit | ISHARESmrg rl es cp etf | $0 | – | -6,071 | -100.0% | -0.02% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -634 | -100.0% | -0.02% | – |
| EMQQ | Exit | EXCHANGE TRADED CONCEPTS TRemqq em intern | $0 | – | -5,490 | -100.0% | -0.02% | – |
| ARKF | Exit | ARK ETF TRfintech innova | $0 | – | -6,374 | -100.0% | -0.03% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -513 | -100.0% | -0.03% | – |
| QQQJ | Exit | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $0 | – | -15,582 | -100.0% | -0.04% | – |
| AMT | Exit | AMERICAN TOWER CORPcl a | $0 | – | -3,682 | -100.0% | -0.08% | – |
| VNLA | Exit | JANUS DETROIT STR TRhendrsn shrt etf | $0 | – | -31,103 | -100.0% | -0.13% | – |
| CREE | Exit | CREE INC | $0 | – | -28,050 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-28
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.