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Asset Manager ← All Institutions

Greenwich Wealth Management LLC

Q2 2025 · Filed 2025-08-13
Market Value
$2.0B
+54.1%
Holdings
253
-10
New Purchases
21
Added To
100
Closed
8
Reduced
85
Top 10 Concentration
68.0%
Turnover
11.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 11.79% 3.77% +8.02% $238M
NUE 6.10% 0.00% +6.10% $123M
WYNN 2.32% 0.00% +2.32% $47M
COIN 1.74% 0.00% +1.74% $35M
GOOG 0.73% 0.13% +0.60% $15M
VNLA 0.38% 0.15% +0.24% $8M
SCHW 0.23% 0.00% +0.23% $5M
JSI 0.43% 0.26% +0.17% $9M
UYLD 0.38% 0.21% +0.16% $8M
JPIE 0.29% 0.17% +0.12% $6M
CCJ 0.74% 0.63% +0.11% $15M
CARY 0.16% 0.07% +0.09% $3M
SAGP 0.08% 0.00% +0.08% $2M
YNDX 0.17% 0.10% +0.07% $3M
PLTR 1.44% 1.37% +0.06% $29M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBKR 29.82% 34.20% -4.39% $602M
SPY 6.66% 9.28% -2.62% $135M
AAPL 2.08% 3.47% -1.39% $42M
WY 0.71% 1.24% -0.53% $14M
UNH 0.31% 0.80% -0.49% $6M
GBTC 2.48% 2.95% -0.47% $50M
0HQN.L 0.81% 1.21% -0.40% $16M
OPY 1.00% 1.39% -0.40% $20M
REGN 0.42% 0.78% -0.36% $8M
QQQ 1.11% 1.45% -0.34% $22M
BCS 1.09% 1.39% -0.30% $22M
AVUV 0.31% 0.60% -0.30% $6M
SGOV 0.15% 0.44% -0.29% $3M
VCRB 0.22% 0.50% -0.28% $4M
JAAA 0.45% 0.72% -0.27% $9M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 55 $705M 34.9%
Large Cap 139 $1.2B 59.7%
Mid Cap 32 $49M 2.5%
Small Cap 15 $47M 2.3%
Micro Cap 12 $12M 0.6%

Portfolio Analytics

Avg Market Cap
$248.8B
Median Market Cap
$51.5B
Avg P/E
33.2
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
1.02
# Stocks
171
# ETFs / Funds
82

Top Holdings (253 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IBKR 29.82% 10,864,532 $602M $55.41 $154M +8,159,175 +301.6%
2 NVDA 11.79% 1,506,021 $238M $157.99 $189M +1,050,469 +230.6%
3 SPY 6.66% 217,701 $135M $617.85 $13M +485 +0.2%
4 NUE 6.10% 950,630 $123M $129.54 +950,630 NEW
5 ORCL 3.60% 331,993 $73M $218.63 $26M +4
6 GBTC 2.48% 637,137 $50M $78.64 $11M -3,783 -0.6%
7 WYNN 2.32% 500,103 $47M $93.67 +500,103 NEW
8 AAPL 2.08% 204,598 $42M $205.17 -$4M -156 -0.1%
9 COIN 1.74% 100,056 $35M $350.48 +100,056 NEW
10 PLTR 1.44% 212,892 $29M $136.32 $11M -486 -0.2%
11 MSFT 1.34% 54,522 $27M $497.41 $7M -232 -0.4%
12 QQQ 1.11% 40,587 $22M $551.63 $3M +124 +0.3%
13 AXON 1.10% 26,899 $22M $827.95 $8M -100 -0.4%
14 BCS 1.09% 1,183,340 $22M $18.59 $4M
15 GS 1.02% 29,216 $21M $707.76 $5M +125 +0.4%
16 OPY 1.00% 305,703 $20M $65.77 $2M
17 IBM 0.85% 58,210 $17M $294.78 $3M -245 -0.4%
18 0HQN.L 0.81% 70,029 $16M $233.20 $482K -11 -0.0%
19 CCJ 0.74% 200,135 $15M $74.23 $7M
20 GOOG 0.73% 83,197 $15M $177.39 $13M +72,491 +677.1%
21 MELI 0.72% 5,567 $15M $2,613.62 $4M +67 +1.2%
22 BEN 0.71% 600,452 $14M $23.85 $3M +33 +0.0%
23 WY 0.71% 554,256 $14M $25.69 -$2M
24 TT 0.50% 22,896 $10M $437.41 $2M -21 -0.1%
25 AMAT 0.48% 53,119 $10M $183.08 $2M -26 -0.1%
26 AVLV 0.45% 134,470 $9M $68.21 $1M +9,946 +8.0%
27 JAAA 0.45% 178,996 $9M $50.75 -$400K -8,026 -4.3%
28 GWRE 0.43% 37,218 $9M $235.45 $2M +85 +0.2%
29 JSI 0.43% 165,408 $9M $52.62 $5M +99,224 +149.9%
30 VOO 0.43% 15,133 $9M $568.03 $851K +62 +0.4%
31 PH 0.42% 12,159 $8M $698.41 $1M
32 REGN 0.42% 16,154 $8M $525.01 -$2M +14 +0.1%
33 VNLA 0.38% 157,965 $8M $49.20 $6M +118,757 +302.9%
34 UYLD 0.38% 148,509 $8M $51.07 $5M +93,992 +172.4%
35 DOCU 0.36% 93,420 $7M $77.90 -$327K
36 FCX 0.35% 163,066 $7M $43.35 $910K +385 +0.2%
37 VIRT 0.33% 146,960 $7M $44.79 $979K -20 -0.0%
38 UNH 0.31% 19,820 $6M $311.96 -$4M -194 -1.0%
39 AVUV 0.31% 67,600 $6M $91.09 -$2M -22,749 -25.2%
40 BX 0.30% 41,106 $6M $149.59 $417K +95 +0.2%
41 CSCO 0.30% 86,107 $6M $69.38 $652K -136 -0.2%
42 JPIE 0.29% 127,432 $6M $46.32 $4M +79,648 +166.7%
43 PYPL 0.29% 77,972 $6M $74.32 $696K -173 -0.2%
44 DIA 0.29% 13,135 $6M $440.65 $222K -122 -0.9%
45 OSK 0.28% 49,491 $6M $113.54 $952K -114 -0.2%
46 VXUS 0.26% 75,208 $5M $69.09 $521K -74 -0.1%
47 CI 0.24% 14,877 $5M $330.58 -$13K -112 -0.8%
48 SCHW 0.23% 50,492 $5M $91.24 +50,492 NEW
49 VCRB 0.22% 56,823 $4M $77.57 -$2M -27,879 -32.9%
50 SAMT 0.22% 126,280 $4M $34.43 $2M +36,638 +40.9%
51 F-PD 0.20% 368,814 $4M $10.85 $589K +28,486 +8.4%
52 VO 0.19% 13,900 $4M $279.86 $330K +135 +1.0%
53 GM 0.19% 75,921 $4M $49.21 $168K +50 +0.1%
54 JPM 0.18% 12,662 $4M $289.92 $567K +7 +0.1%
55 AVGO 0.18% 13,264 $4M $275.63 $1M -120 -0.9%
56 VB 0.17% 14,554 $3M $236.98 $214K -35 -0.2%
57 ICE 0.17% 18,762 $3M $183.46 $236K +175 +0.9%
58 HPQ 0.17% 140,045 $3M $24.46 -$451K +21 +0.0%
59 YNDX 0.17% 61,000 $3M $55.33 $2M
60 AMZN 0.17% 15,316 $3M $219.38 $420K -136 -0.9%
61 PFE 0.17% 137,989 $3M $24.24 -$54K +3,835 +2.9%
62 XLF 0.16% 63,480 $3M $52.36 $101K -1,228 -1.9%
63 CARY 0.16% 158,131 $3M $20.80 $2M +112,420 +245.9%
64 JCI 0.16% 30,799 $3M $105.62 $788K +33 +0.1%
65 SGOV 0.15% 31,058 $3M $100.68 -$3M -26,620 -46.1%
66 BPOP 0.15% 28,267 $3M $110.20 $516K +130 +0.5%
67 TEX 0.15% 63,321 $3M $46.68 $579K +397 +0.6%
68 BRK-B 0.14% 5,840 $3M $485.79 -$351K -146 -2.4%
69 ARW 0.14% 22,141 $3M $127.41 $523K +10 +0.1%
70 NDAQ 0.13% 30,085 $3M $89.41 $422K +185 +0.6%
71 ABBV 0.13% 14,044 $3M $185.63 -$335K +4 +0.0%
72 ADM 0.13% 48,919 $3M $52.78 $246K +253 +0.5%
73 RF 0.13% 109,760 $3M $23.52 $212K +689 +0.6%
74 WDC 0.13% 40,239 $3M $63.99 $976K +695 +1.8%
75 MEM 0.13% 79,084 $3M $32.50 $502K +8,537 +12.1%
76 IJR 0.13% 23,277 $3M $109.29 -$77K -1,783 -7.1%
77 JPST 0.12% 48,197 $2M $50.69 -$751K -14,896 -23.6%
78 VCIT 0.12% 29,047 $2M $82.93 $130K +1,175 +4.2%
79 FLEX 0.12% 48,000 $2M $49.92 $808K
80 CTVA 0.12% 31,535 $2M $74.52 $365K
81 RSP 0.11% 12,410 $2M $181.71 $86K -112 -0.9%
82 LLY 0.11% 2,773 $2M $779.66 -$132K -4 -0.1%
83 META 0.11% 2,923 $2M $738.28 $454K -33 -1.1%
84 ALLE 0.11% 14,864 $2M $144.11 $178K -194 -1.3%
85 JEPI 0.11% 37,577 $2M $56.84 -$54K -750 -2.0%
86 PRME 0.10% 846,201 $2M $2.47 $460K +27,200 +3.3%
87 ROE 0.10% 63,891 $2M $32.21 $319K +4,471 +7.5%
88 EBAY 0.10% 27,571 $2M $74.46 $185K -5 -0.0%
89 AVDE 0.10% 27,613 $2M $74.02 $249K +522 +1.9%
90 APH 0.10% 20,588 $2M $98.75 $683K +8 +0.0%
91 CNC 0.10% 37,423 $2M $54.27 -$243K -35 -0.1%
92 IVV 0.10% 3,259 $2M $621.05 $244K +91 +2.9%
93 VWO 0.09% 37,859 $2M $49.47 $155K -98 -0.3%
94 CWH 0.09% 107,500 $2M $17.19 $111K
95 MS 0.09% 12,833 $2M $140.89 -$2M -19,915 -60.8%
96 IWM 0.09% 7,999 $2M $215.78 $128K -14 -0.2%
97 SNV 0.08% 33,067 $2M $51.74 $167K +28 +0.1%
98 IR 0.08% 20,257 $2M $83.18 $91K +339 +1.7%
99 SAGP 0.08% 51,111 $2M $32.97 +51,111 NEW
100 VZ 0.08% 38,944 $2M $43.27 -$110K -625 -1.6%

New Positions

SymbolValue% Port
NUE $123M 6.10%
WYNN $47M 2.32%
COIN $35M 1.74%
SCHW $5M 0.23%
SAGP $2M 0.08%
TLT $1M 0.06%
AAMI $652K 0.03%
JD $355K 0.02%
NVO $331K 0.02%
BITB $307K 0.02%
VGT $303K 0.02%
TTD $242K 0.01%
CARR $229K 0.01%
HON $208K 0.01%
HOOD $203K 0.01%

Sold Out Positions

SymbolValue% Port
EIX —%
KO —%
COP —%
GIS —%
EMXC —%
STNE —%
JGRO —%
ROIV —%
View SEC EDGAR Filings for Greenwich Wealth Management LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms