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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 : 2023-12-31
  Total Value : $1,012,479,000
  Total Value Change : $66,135,000
  Securities Held Change : 5
   
All Securities Held : 233
  New Positions : 12
  Closed Positions : 9
  Increased Positions : 93
  Unchanged Positions : 45
  Decreased Positions : 83

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Holdings Found : 12     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
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 106 New $0.00 $985,000 19,734 0.1% 985,000 19,734 0.022    N/A
   (MCH)1 Year Chart         MCH Matthews China Active Etf 148 New $0.00 $595,000 31,239 0.06% 595,000 31,239 2.169    N/A
   (MEM)1 Year Chart         MEM Matthews Emerging Markets E... 150 New $0.00 $561,000 19,832 0.06% 561,000 19,832 0.022    N/A
   (EWJ)1 Year Chart         EWJ iShares MSCI-Japan 170 New $67.27 $394,000 6,150 0.04% 394,000 6,150 0.003    Closed - End Fund - E...
   (LYV)1 Year Chart         LYV Live Nation Inc 208 New $88.91 $216,000 2,303 0.02% 216,000 2,303 0.001    Business Services
   (PLD)1 Year Chart         PLD ProLogis Inc 211 New $102.05 $212,000 1,589 0.02% 212,000 1,589 0    REIT - Industrial
   (AXP)1 Year Chart         AXP American Express Co 213 New $234.03 $206,000 1,101 0.02% 206,000 1,101 0    Credit Services
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... 214 New $0.00 $203,000 1,600 0.02% 203,000 1,600 0.002    Closed - End Fund - E...
   (ANTM)1 Year Chart         ANTM Anthem Inc 215 New $528.58 $202,000 428 0.02% 202,000 428 0.005    N/A
   (OMFL)1 Year Chart         OMFL Oppenheimer Russell 1000 Dy... 216 New $0.00 $202,000 3,927 0.02% 202,000 3,927 0    N/A
   (ANVS)1 Year Chart         ANVS Annovis Bio Ord Shs 218 New $0.00 $192,000 10,275 0.02% 192,000 10,275 0.149    N/A
   (MPW)1 Year Chart         MPW Medical Properties Trust Inc 226 New $4.60 $56,000 11,409 0.01% 56,000 11,409 0.002    REIT - Healthcare Fac...

      12 Records Found
  1    
Page 1 of 1
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