Portfolio (Quarterly)
Guide ↗
Greenwich Wealth Management LLC
· CIK 0001439805| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | COPX | GLOBAL X FDS | — | 72,863 | $5.2M | 0.23% | SOLD |
| 2 | — | VANGUARD MUN BD FDS | — | 35,993 | $2.8M | 0.12% | SOLD |
| 3 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 75,407 | $1.8M | 0.08% | SOLD |
| 4 | — | SYNOVUS FINL CORP | — | 33,155 | $1.7M | 0.07% | SOLD |
| 5 | UBS | UBS GROUP AG | Financial Services | 24,847 | $1.2M | 0.05% | SOLD |
| 6 | PGC | PEAPACK-GLADSTONE FINL CORP | Financial Services | 15,000 | $418K | 0.02% | SOLD |
| 7 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 6,530 | $311K | 0.01% | SOLD |
| 8 | FDX | FEDEX CORP | Industrials | 727 | $210K | 0.01% | SOLD |
| 9 | QCOM | QUALCOMM INC | Technology | 1,209 | $207K | 0.01% | SOLD |
| 10 | — | GLOBUS MED INC | — | 2,300 | $201K | 0.01% | SOLD |
| 11 | OGN | ORGANON & CO COMMON | Healthcare | 11,604 | $83K | 0.00% | SOLD |
Sector Allocation
Financial Services
71.1%
Technology
11.4%
Basic Materials
3.8%
Industrials
3.0%
Consumer Cyclical
2.7%
Communication Services
2.5%
Healthcare
2.3%
Energy
1.8%
Real Estate
0.8%
Consumer Defensive
0.5%