Greenwich Wealth Management LLC

data from 31/03/2026

Capitalization

$ 2.449 B

9.26%

Performance

$ 2.075 B

43,900.28%

Average holding period

20 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Greenwich Wealth Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 IBKR INTERACTIVE BROKERS GROUP IN COM 27.17% 665.606 M $ 9924043 2008/12/31 25.351 M $ 4.29 %
2026/03/31 SPY SPDR S&P 500 ETF TR TR 9.17% 224.518 M $ 345231 2008/12/31 -7.733 M $ -4.63 %
2026/03/31 FUTU FUTU HLDGS LTD 6.85% 167.668 M $ 1226000 2025/09/30 -13.931 M $ -16.72 %
2026/03/31 NMAX NEWSMAX INC 4.86% 118.992 M $ 22795352 2025/12/31 -57.216 M $ -32.47 %
2026/03/31 HOOD ROBINHOOD MKTS INC COM 3.24% 79.295 M $ 1144222 2025/06/30 -2.143 M $ -38.73 %
2026/03/31 GOOG ALPHABET INC CAP STK 1.67% 40.859 M $ 142435 2019/12/31 -3.840 M $ -8.59 %
2026/03/31 AAPL APPLE INC 1.60% 39.144 M $ 154238 2012/03/31 -2.802 M $ -6.65 %
2026/03/31 PIPR PIPER JAFFRAY COS 1.30% 31.904 M $ 416769 2011/09/30 -3.493 M $ -9.87 %
2026/03/31 QQQ INVESCO QQQ TR 1.29% 31.475 M $ 54532 2022/12/31 -2.066 M $ -6.04 %
2026/03/31 GBTC GRAYSCALE BITCOIN TR BTC 1.27% 31.040 M $ 633993 2024/03/31 -9.906 M $ -24.60 %
2026/03/31 SLV ISHARES SILVER TRUST 1.23% 30.047 M $ 440963 2025/12/31 1.647 M $ 5.77 %
2026/03/31 ORCL ORACLE CORP 1.12% 27.492 M $ 186879 2008/12/31 -8.933 M $ -24.52 %
2026/03/31 SCHW SCHWAB CHARLES CORP NEW 1.08% 26.354 M $ 280425 2024/09/30 -1.947 M $ -5.94 %
2026/03/31 CCJ CAMECO CORP 1.05% 25.780 M $ 237364 2021/06/30 4.058 M $ 18.71 %
2026/03/31 WYNN WYNN RESORTS LTD 1.04% 25.393 M $ 250055 2025/06/30 -4.696 M $ -15.61 %
2026/03/31 GLD SPDR GOLD TR GOLD 1.00% 24.374 M $ 56646 2019/06/30 1.920 M $ 8.57 %
2026/03/31 NVDA NVIDIA CORP 0.96% 23.593 M $ 135283 2008/09/30 -1.639 M $ -6.49 %
2026/03/31 PLTR PALANTIR TECHNOLOGIES INC 0.96% 23.467 M $ 160426 2021/06/30 -5.123 M $ -17.70 %
2026/03/31 THM INTERNATIONAL TOWER HILL MIN 0.94% 23.000 M $ 10000000 2026/03/31 0.000 $ 0.00 %
2026/03/31 JSI JANUS DETROIT STR TR 0.93% 22.752 M $ 441365 2025/03/31 -221.658 K $ -0.98 %
2026/03/31 MSFT MICROSOFT CORP 0.85% 20.862 M $ 56358 2008/06/30 -6.276 M $ -23.46 %
2026/03/31 PYPL PAYPAL HLDGS INC 0.84% 20.603 M $ 455523 2015/09/30 -1.655 M $ -22.52 %
2026/03/31 CBOE CBOE HLDGS INC 0.81% 19.733 M $ 70207 2020/03/31 2.111 M $ 11.98 %
2026/03/31 AMAT APPLIED MATLS INC 0.75% 18.317 M $ 53592 2008/12/31 4.555 M $ 33.00 %
2026/03/31 NG NOVAGOLD RES INC 0.73% 17.960 M $ 2000001 2025/12/31 -680.000 K $ -3.65 %
2026/03/31 COIN COINBASE GLOBAL INC COM 0.71% 17.467 M $ 100035 2025/06/30 -5.156 M $ -22.79 %
2026/03/31 UYLD ANGEL OAK FUNDS TRUST 0.66% 16.190 M $ 317235 2025/03/31 -36.403 K $ -0.20 %
2026/03/31 JPIE J P MORGAN EXCHANGE TRADED F 0.65% 15.949 M $ 346190 2024/12/31 -76.866 K $ -0.48 %
2026/03/31 SGOV ISHARES TR 0-3 MNTH 0.63% 15.400 M $ 152994 2022/09/30 28.632 K $ 0.28 %
2026/03/31 IBM INTERNATIONAL BUSINESS MACHS 0.57% 14.082 M $ 58098 2010/06/30 -3.107 M $ -18.17 %
2026/03/31 WY WEYERHAEUSER CO 0.55% 13.540 M $ 554256 2016/03/31 410.149 K $ 3.12 %
2026/03/31 VNLA JANUS DETROIT STR TR HENDRSN SHRT 0.54% 13.146 M $ 269053 2024/12/31 -97.879 K $ -0.57 %
2026/03/31 AVLV AMERICAN CENTY TR US LARGE CAP VLU 0.53% 13.074 M $ 162193 2022/06/30 835.524 K $ 6.39 %
2026/03/31 ETOR ETORO GROUP LTD 0.53% 12.913 M $ 430000 2025/12/31 -492.150 K $ -14.52 %
2026/03/31 REGN REGENERON PHARMACEUTICALS 0.51% 12.441 M $ 16102 2020/03/31 12.413 K $ 0.10 %
2026/03/31 JAAA JANUS DETROIT STR TR HENDRSON AAA 0.48% 11.728 M $ 232831 2022/06/30 -55.333 K $ -0.42 %
2026/03/31 AVUV AMERICAN CENTY TR US SML CP VALU 0.48% 11.645 M $ 105409 2021/12/31 817.221 K $ 8.33 %
2026/03/31 AXON AXON ENTERPRISE INC 0.47% 11.423 M $ 26897 2017/06/30 -3.853 M $ -25.22 %
2026/03/31 SAMT ADVISORS INNER CIRCLE FD III 0.45% 11.084 M $ 282263 2023/06/30 201.602 K $ 1.97 %
2026/03/31 PH PARKER HANNIFIN CORP 0.45% 10.914 M $ 12191 2008/06/30 198.550 K $ 1.85 %
2026/03/31 WDC WESTERN DIGITAL CORP 0.44% 10.720 M $ 39632 2008/12/31 3.883 M $ 57.02 %
2026/03/31 ROE EA SERIES TRUST 0.42% 10.278 M $ 290081 2025/03/31 31.130 K $ 0.45 %
2026/03/31 STIP ISHARES TR 0.41% 9.920 M $ 95911 2026/03/31 0.000 $ 0.00 %
2026/03/31 FCX FREEPORT-MCMORAN INC 0.39% 9.559 M $ 162622 2008/12/31 1.306 M $ 15.73 %
2026/03/31 MELI MERCADOLIBRE INC 0.39% 9.510 M $ 5500 2022/06/30 -1.575 M $ -14.16 %
2026/03/31 TT TRANE TECHNOLOGIES PLC 0.39% 9.461 M $ 22702 2020/03/31 624.441 K $ 7.08 %
2026/03/31 GS GOLDMAN SACHS GROUP INC 0.39% 9.437 M $ 11155 2015/09/30 -963.165 K $ -3.76 %
2026/03/31 CARY ANGEL OAK FUNDS TRUST 0.38% 9.235 M $ 444549 2025/03/31 -23.444 K $ -0.29 %
2026/03/31 OPY OPPENHEIMER HLDGS INC 0.37% 8.997 M $ 100872 2015/12/31 2.113 M $ 23.38 %
2026/03/31 VOO VANGUARD INDEX FDS S&P 500 ETF 0.36% 8.757 M $ 14655 2019/12/31 -443.019 K $ -4.72 %
2026/03/31 SNDK SANDISK CORP 0.34% 8.369 M $ 13173 2025/03/31 5.289 M $ 167.65 %
2026/03/31 MP MP MATERIALS CORP COM 0.30% 7.243 M $ 150091 2025/09/30 0.000 $ 0.00 %
2026/03/31 OSK OSHKOSH CORP 0.29% 7.218 M $ 49033 2008/12/31 1.057 M $ 17.18 %
2026/03/31 CSCO CISCO SYS INC 0.28% 6.735 M $ 86806 2008/12/31 48.077 K $ 0.73 %
2026/03/31 VIRT VIRTU FINL INC 0.26% 6.463 M $ 146960 2018/03/31 1.567 M $ 31.99 %
2026/03/31 AVDE AMERICAN CENTY ETF TR 0.26% 6.422 M $ 75697 2023/03/31 151.197 K $ 3.06 %
2026/03/31 NBIS NEBIUS GROUP N.V. 0.26% 6.329 M $ 61000 2016/03/31 1.223 M $ 23.95 %
2026/03/31 BG BUNGE LIMITED 0.25% 6.021 M $ 47338 2024/03/31 1.827 M $ 42.79 %
2026/03/31 DIA SPDR DOW JONES INDL AVRG UT SER 1 0.24% 5.967 M $ 12883 2010/09/30 -226.583 K $ -3.62 %
2026/03/31 VXUS VANGUARD STAR FD VG TL INTL STK 0.24% 5.797 M $ 75180 2014/12/31 126.484 K $ 2.21 %
2026/03/31 BCS BARCLAYS PLC 0.24% 5.762 M $ 272283 2022/12/31 -1.168 M $ -16.86 %
2026/03/31 VCRB VANGUARD MALVERN FDS 0.23% 5.712 M $ 73817 2024/06/30 -46.282 K $ -0.67 %
2026/03/31 GM GENERAL MTRS CO 0.23% 5.620 M $ 75436 2022/06/30 -517.624 K $ -8.39 %
2026/03/31 GWRE GUIDEWIRE SOFTWARE INC 0.23% 5.604 M $ 37468 2022/09/30 -1.923 M $ -25.60 %
2026/03/31 USFR WISDOMTREE TR FLOATNG RAT 0.23% 5.602 M $ 111278 2025/09/30 1.748 K $ 0.04 %
2026/03/31 UNH UNITEDHEALTH GROUP INC 0.22% 5.428 M $ 20059 2008/12/31 -1.191 M $ -18.03 %
2026/03/31 BX BLACKSTONE GROUP INC COM 0.20% 4.804 M $ 41776 2022/03/31 -1.640 M $ -25.40 %
2026/03/31 AVGO BROADCOM INC 0.20% 4.795 M $ 15493 2022/12/31 -554.850 K $ -10.57 %
2026/03/31 DOCU DOCUSIGN INC 0.18% 4.408 M $ 92980 2022/06/30 -1.949 M $ -30.69 %
2026/03/31 AMZN AMAZON COM INC 0.18% 4.401 M $ 21132 2017/03/31 -479.706 K $ -9.77 %
2026/03/31 MEM MATTHEWS ASIA FDS 0.18% 4.305 M $ 115914 2023/12/31 164.825 K $ 3.71 %
2026/03/31 VO VANGUARD INDEX FDS MID CAP 0.17% 4.053 M $ 14114 2017/09/30 -42.988 K $ -1.05 %
2026/03/31 CI CIGNA CORP NEW 0.16% 4.010 M $ 15033 2022/12/31 -124.053 K $ -3.08 %
2026/03/31 PFE PFIZER INC 0.16% 3.974 M $ 141539 2008/12/31 448.615 K $ 12.77 %
2026/03/31 JCI JOHNSON CTLS INTL PLC 0.16% 3.971 M $ 30326 2016/09/30 339.707 K $ 9.35 %
2026/03/31 JPM JPMORGAN CHASE & CO 0.16% 3.878 M $ 13184 2008/12/31 -362.871 K $ -8.71 %
2026/03/31 PSC PRINCIPAL EXCHANGE TRADED FD 0.16% 3.811 M $ 66484 2025/03/31 -17.699 K $ -0.71 %
2026/03/31 BPOP POPULAR INC 0.15% 3.775 M $ 28137 2022/12/31 271.522 K $ 7.75 %
2026/03/31 VB VANGUARD INDEX FDS SMALL CP 0.15% 3.762 M $ 14362 2020/06/30 57.025 K $ 1.54 %
2026/03/31 TEX TEREX CORP NEW 0.15% 3.681 M $ 62282 2008/12/31 356.218 K $ 10.72 %
2026/03/31 AUR AURORA INNOVATION INC 0.15% 3.560 M $ 864028 2025/09/30 280.259 K $ 7.29 %
2026/03/31 BOXX EA SERIES TRUST 0.14% 3.544 M $ 30479 2024/09/30 20.585 K $ 1.03 %
2026/03/31 NXE NEXGEN ENERGY LTD 0.14% 3.480 M $ 300000 2025/09/30 720.000 K $ 26.09 %
2026/03/31 ADM ARCHER DANIELS MIDLAND CO 0.14% 3.470 M $ 47737 2013/03/31 722.212 K $ 26.44 %
2026/03/31 SAGP ADVISORS INNER CIRCLE FD III 0.14% 3.426 M $ 99842 2025/06/30 33.397 K $ 1.27 %
2026/03/31 JPST J P MORGAN EXCHANGE-TRADED F ULTRA SHRT 0.14% 3.402 M $ 67212 2019/03/31 1.334 K $ 0.04 %
2026/03/31 BEN FRANKLIN RESOURCES INC 0.14% 3.388 M $ 143436 2008/12/31 -78.925 K $ -1.13 %
2026/03/31 ARW ARROW ELECTRS INC 0.13% 3.183 M $ 22193 2011/09/30 733.519 K $ 30.16 %
2026/03/31 FLEX FLEXTRONICS INTL LTD 0.13% 3.163 M $ 48324 2008/12/31 243.915 K $ 8.34 %
2026/03/31 ABBV ABBVIE INC 0.13% 3.095 M $ 14231 2020/03/31 -156.354 K $ -4.81 %
2026/03/31 ICE INTERCONTINENTAL EXCHANGE IN 0.12% 2.958 M $ 18805 2013/12/31 -88.353 K $ -2.89 %
2026/03/31 RF REGIONS FINL CORP NEW 0.12% 2.847 M $ 108984 2011/09/30 -106.416 K $ -3.62 %
2026/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.12% 2.820 M $ 5885 2014/09/30 -134.040 K $ -4.67 %
2026/03/31 IJR ISHARES TR CORE S&P SCP 0.11% 2.801 M $ 22536 2019/06/30 96.295 K $ 3.44 %
2026/03/31 HL HECLA MNG CO 0.11% 2.799 M $ 150267 2025/09/30 -84.061 K $ -2.92 %
2026/03/31 XLF SELECT SECTOR SPDR TR SBI INT-FINL 0.11% 2.751 M $ 55717 2014/03/31 -334.351 K $ -9.86 %
2026/03/31 GOOGL ALPHABET INC CAP STK 0.11% 2.712 M $ 9430 2019/03/31 -239.110 K $ -8.13 %
2026/03/31 PAAS PAN AMERN SILVER CORP 0.11% 2.677 M $ 49000 2025/09/30 138.180 K $ 5.44 %
2026/03/31 CTVA CORTEVA INC 0.11% 2.671 M $ 31907 2019/06/30 525.770 K $ 24.88 %
2026/03/31 JFLX J P MORGAN EXCHANGE TRADED F 0.11% 2.650 M $ 53345 2026/03/31 0.000 $ 0.00 %