Greenwich Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GW Greenwich Wealth Management LLC | Institutional Filer | ▲ 9.26% | $2.4M | 307 |
Current Portfolio Holdings
Showing all 307 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IBKR | Interactive Brokers Group, Inc. | Financial Services | 9.9M | $666K | 27.17% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 345K | $225K | 9.17% |
| 3 | FUTU | Futu Holdings Limited | Financial Services | 1.2M | $168K | 6.85% |
| 4 | NMAX | Newsmax, Inc. | Communication Services | 22.8M | $119K | 4.86% |
| 5 | HOOD | Robinhood Markets, Inc. | Financial Services | 1.1M | $79K | 3.24% |
| 6 | GOOG | Alphabet Inc. | Technology | 142K | $41K | 1.67% |
| 7 | AAPL | Apple Inc. | Technology | 154K | $39K | 1.60% |
| 8 | PIPR | Piper Sandler Companies | Financial Services | 417K | $32K | 1.30% |
| 9 | QQQ | Invesco QQQ Trust | — | 55K | $31K | 1.29% |
| 10 | GBTC | GRAYSCALE BITCOIN TR BTC | — | 634K | $31K | 1.27% |
| 11 | SLV | ISHARES SILVER TRUST | — | 441K | $30K | 1.23% |
| 12 | ORCL | Oracle Corporation | Technology | 187K | $27K | 1.12% |
| 13 | SCHW | The Charles Schwab Corporation | Financial Services | 280K | $26K | 1.08% |
| 14 | CCJ | Cameco Corporation | Energy | 237K | $26K | 1.05% |
| 15 | WYNN | Wynn Resorts, Limited | Consumer Cyclical | 250K | $25K | 1.04% |
Showing 1 to 15 of 307 holdings