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Greenwich Wealth Management LLC

CIK
1439805
City
GREENWICH
State / Country
CT

Top Portfolio Positions

210 positions · $2,132,677,220 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in BCS

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $5,761,508 272,283
2025-12-31 $6,929,602 272,283
2025-09-30 $5,628,089 272,283
2025-06-30 $21,998,290 1,183,340
2025-03-31 $18,176,102 1,183,340
2024-12-31 $15,726,588 1,183,340
2024-09-30 $14,377,581 1,183,340
2024-06-30 $12,673,571 1,183,340
2024-03-31 $11,182,563 1,183,340
2023-12-31 $9,324,719 1,183,340
2023-09-30 $9,218,218 1,183,340
2023-06-30 $9,301,052 1,183,340
2023-03-31 $8,508,214 1,183,340
2022-12-31 $9,233,952 1,183,840