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  Name: GREENWICH WEALTH MANAGEMENT LLC
  City: GREENWICH
  State: CT
  Zip: 06830
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,255,504,000
  Total Value Change : $243,025,000
  Securities Held Change : 11
   
All Securities Held : 244
  New Positions : 20
  Closed Positions : 11
  Increased Positions : 106
  Unchanged Positions : 44
  Decreased Positions : 74

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Holdings Found : 20     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 6 New $0.00 $34,154,000 540,672 2.72% 34,154,000 540,672 0.104    N/A
   (CL)1 Year Chart         CL Colgate Palmolive Co 154 New $94.62 $574,000 6,373 0.05% 574,000 6,373 0.001    Personal Products
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 176 New $363.10 $437,000 1,296 0.03% 437,000 1,296 0    Closed - End Fund - E...
   (TDG)1 Year Chart         TDG Transdigm Group Inc 194 New $1,294.76 $280,000 228 0.02% 280,000 228 0    Aerospace/Defense Pro...
   (FANG)1 Year Chart         FANG Diamondback Energy, Inc. 197 New $185.97 $268,000 1,354 0.02% 268,000 1,354 0.001    Independent Oil & Gas
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 204 New $385.44 $250,000 780 0.02% 250,000 780 0    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 206 New $112.41 $244,000 2,205 0.02% 244,000 2,205 0    Closed - End Fund - E...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 205 New $223.35 $244,000 958 0.02% 244,000 958 0.007    Home Improvement Stores
   (HON)1 Year Chart         HON Honeywell International Inc 208 New $208.53 $240,000 1,171 0.02% 240,000 1,171 0    Conglomerates
   (MA)1 Year Chart         MA MasterCard Inc A 212 New $444.63 $226,000 469 0.02% 226,000 469 0    Business Services
   (DBEF)1 Year Chart         DBEF Xtrackers MSCI EAFE Hedged ... 216 New $41.16 $220,000 5,379 0.02% 220,000 5,379 0.005    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 217 New $41.20 $218,000 4,016 0.02% 218,000 4,016 0    Drug Manufacturers - ...
   (FDVV)1 Year Chart         FDVV Fidelity High Dividend Etf 219 New $0.00 $213,000 4,694 0.02% 213,000 4,694 0.024    N/A
   (LRCX)1 Year Chart         LRCX Lam Research Corp 222 New $1,035.98 $205,000 211 0.02% 205,000 211 0    Semiconductor Equipme...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 223 New $159.63 $202,000 1,122 0.02% 202,000 1,122 0    Semiconductor- Broad...
   (VLO)1 Year Chart         VLO Valero Energy Corp 225 New $150.07 $201,000 1,175 0.02% 201,000 1,175 0    Oil & Gas Refining, P...
   (FINW)1 Year Chart         FINW Finwise Bancorp 230 New $0.00 $141,000 14,000 0.01% 141,000 14,000 0.114    N/A
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 234 New $3.05 $68,000 21,127 0.01% 68,000 21,127 0.003    Savings & Loans
   (MVST)1 Year Chart         MVST Microvast Holdings, Inc 241 New $0.43 $11,000 12,645 0% 11,000 12,645 0.004    N/A
   (ME)1 Year Chart         ME 23andMe Holding Co. 243 New $0.40 $6,000 10,500 0% 6,000 10,500 0    N/A

      20 Records Found
  1    
Page 1 of 1
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