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Home > Institutional Investor > Greenwich Wealth Management Llc > Profile

Instuitional Investor - Greenwich Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Greenwich Wealth Management Llc
Portfolio Value $1,321,468
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Interactive Brokers Group Inc.
 IBKR 10,821,428 $447,980 33.9%
2.
Spdr S & P 500 Etf Trust
 SPY 217,216 $121,508 9.19%
3.
Nvidia Corp
 NVDA 455,552 $49,373 3.74%
4.
Oracle Corp
 ORCL 331,989 $46,415 3.51%
5.
Apple Inc.
 AAPL 204,754 $45,482 3.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)