Greenwich-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PIPR",
  "FLEX",
  "MTCH",
  "OSK",
  "ARW",
  "RF",
  "ANVS",
  "ACN",
  "MMM",
  "ABBV",
  "ADBE",
  "ALL",
  "GOOGL",
  null,
  "AXP",
  "ASML",
  "T",
  null,
  null,
  null,
  "CAT",
  null,
  "AVDE",
  "AVGO",
  "LOW",
  null,
  "IAC",
  null,
  "DBEF",
  "JKS",
  "PRME",
  "EBAY",
  null,
  null,
  "UEC",
  null,
  "STNE",
  "PNR",
  "BV",
  "ADNT",
  "FCX",
  "IBKR",
  null,
  "GILD",
  "GIS",
  null,
  "HD",
  "HPQ",
  "MCD",
  "BEN",
  "UNP",
  "EMXC",
  "AMAT",
  "ICE",
  "META",
  null,
  "IJH",
  null,
  null,
  "FINW",
  null,
  null,
  "TLRY",
  "MA",
  "MSFT",
  "MS",
  "NDAQ",
  "FCNCA",
  "GE",
  "GWRE",
  "NVS",
  "ADM",
  "BX",
  "IJR",
  "KLAC",
  "ORCL",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PYPL",
  "PEP",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "HLN",
  "NVDA",
  null,
  "GS",
  "HPE",
  "INTC",
  "WOLF",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "REGN",
  null,
  null,
  null,
  "NOW",
  "RTX",
  "GLD",
  null,
  null,
  "AMT",
  "IBM",
  "CI",
  "TMO",
  "UBS",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "PSFE",
  "SNV",
  "OPY",
  "SAFE",
  "VWO",
  null,
  null,
  "VCIT",
  "NXT",
  "XLB",
  "WY",
  "GPRO",
  null,
  "TSM",
  "GSK",
  null,
  "VYM",
  "DD",
  "TT",
  "MUR",
  "GM",
  "TEX",
  "AXON",
  "APH",
  "ALLE",
  "SDY",
  "F",
  "IR",
  "ROIV",
  "EYPT",
  null,
  "IFF",
  null,
  "AMZN",
  "NIO",
  null,
  null,
  null,
  "KD",
  null,
  "VEU",
  "VEA",
  "VNQI",
  "VXUS",
  "BNDX",
  "VT",
  "VB",
  "VOO",
  "VTRS",
  "V",
  "VMEO",
  "VIRT",
  "WDC",
  "WU",
  null,
  null,
  null,
  null,
  "EIX",
  "KIM",
  "JCI",
  null,
  null,
  "SJM",
  "BPOP",
  "CRM",
  "SWKS",
  "DIA",
  null,
  null,
  null,
  "GEV",
  "MELI",
  "NVT",
  null,
  "KMB",
  "ADP",
  "BAC",
  "BCS",
  "BRK-B",
  "BG",
  "CWH",
  "CCJ",
  "CBOE",
  "CNC",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "CTVA",
  "CRWD",
  "CVS",
  "DOCU",
  "RSP",
  "EWJ",
  null,
  "EFA",
  "NEE",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 237
Total Value: 1317568
Accession Number: 0001439805-25-000005
Form Type: 13F-HR
CIK: greenwich-wealth-management
Manager Name: Greenwich-Wealth-Management

Data Enrichment

80% identified

189 identified48 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

237 positions • $1.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921909768

VXUS|921909768

Shares:75.3K

Value:$4.7M

% of Portfolio:354.8% ($4.7M/$1.3M)

OSHKOSH CORP

OSK|688239201

Shares:49.6K

Value:$4.7M

% of Portfolio:354.2% ($4.7M/$1.3M)

HP INC

HPQ|40434L105

Shares:140.0K

Value:$3.9M

% of Portfolio:294.3% ($3.9M/$1.3M)

MORGAN STANLEY

MS|617446448

Shares:32.7K

Value:$3.8M

% of Portfolio:290.0% ($3.8M/$1.3M)

Bunge Global SA

BG|H11356104

Shares:48.0K

Value:$3.7M

% of Portfolio:278.4% ($3.7M/$1.3M)

General Motors Co

GM|37045V100

Shares:75.9K

Value:$3.6M

% of Portfolio:270.8% ($3.6M/$1.3M)

922908629

VO|922908629

Shares:13.8K

Value:$3.6M

% of Portfolio:270.2% ($3.6M/$1.3M)

47103U746

Shares:66.2K

Value:$3.5M

% of Portfolio:263.0% ($3.5M/$1.3M)

FORD MOTOR CO

F|345370860

Shares:340.3K

Value:$3.4M

% of Portfolio:259.0% ($3.4M/$1.3M)

PFIZER INC

PFE|717081103

Shares:134.2K

Value:$3.4M

% of Portfolio:258.0% ($3.4M/$1.3M)

922908751

VB|922908751

Shares:14.6K

Value:$3.2M

% of Portfolio:245.5% ($3.2M/$1.3M)

81369Y605

Shares:64.7K

Value:$3.2M

% of Portfolio:244.6% ($3.2M/$1.3M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:18.6K

Value:$3.2M

% of Portfolio:243.3% ($3.2M/$1.3M)

46641Q837

Shares:63.1K

Value:$3.2M

% of Portfolio:242.4% ($3.2M/$1.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.0K

Value:$3.2M

% of Portfolio:242.0% ($3.2M/$1.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:12.7K

Value:$3.1M

% of Portfolio:235.6% ($3.1M/$1.3M)

47103U852

Shares:67.9K

Value:$3.1M

% of Portfolio:233.0% ($3.1M/$1.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:14.0K

Value:$2.9M

% of Portfolio:223.3% ($2.9M/$1.3M)

AMAZON COM INC

AMZN|023135106

Shares:15.5K

Value:$2.9M

% of Portfolio:223.1% ($2.9M/$1.3M)

03463K752

Shares:54.5K

Value:$2.8M

% of Portfolio:211.4% ($2.8M/$1.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VXUScusip921909768)	75.3K	QoQ +1.09% (+812) YoY +4.31% (+3.1K)	All Managers (Combined)	$4.7M	354.8% ($4.7M/$1.3M)	QoQ +6.51% (+$0) YoY +7.42% (+$0)
OSHKOSH CORP(OSKcusip688239201)	49.6K	QoQ -0.03% (-17) YoY +0.31% (-158)	All Managers (Combined)	$4.7M	354.2% ($4.7M/$1.3M)	QoQ -1.08% (-$0) YoY -24.32% (-$2)
HP INC(HPQcusip40434L105)	140.0K	QoQ 0.00% (-0) YoY -0.02% (-31)	All Managers (Combined)	$3.9M	294.3% ($3.9M/$1.3M)	QoQ -15.14% (-$1) YoY -8.38% (-$0)
MORGAN STANLEY(MScusip617446448)	32.7K	QoQ +138.98% (+19.0K) YoY -76.53% (-106.8K)	All Managers (Combined)	$3.8M	290.0% ($3.8M/$1.3M)	QoQ +121.76% (+$2) YoY -70.92% (-$9)
Bunge Global SA(BGcusipH11356104)	48.0K	QoQ +0.58% (-280) YoY +0.94% (-447)	All Managers (Combined)	$3.7M	278.4% ($3.7M/$1.3M)	QoQ -1.13% (-$0) YoY -24.74% (-$1)
General Motors Co(GMcusip37045V100)	75.9K	QoQ -0.13% (-101) YoY -0.58% (-448)	All Managers (Combined)	$3.6M	270.8% ($3.6M/$1.3M)	QoQ -11.83% (-$0) YoY +3.09% (-$0)
(VOcusip922908629)	13.8K	QoQ -0.02% (-3) YoY +4.97% (+652)	All Managers (Combined)	$3.6M	270.2% ($3.6M/$1.3M)	QoQ -2.11% (-$0) YoY +8.66% (+$0)
(cusip47103U746)✕	66.2K	QoQ NEW(+66.2K) YoY NEW(+66.2K)	All Managers (Combined)	$3.5M	263.0% ($3.5M/$1.3M)	QoQ NEW(+$3) YoY NEW(+$3)
FORD MOTOR CO(Fcusip345370860)	340.3K	QoQ +7.49% (+23.7K) YoY +9.50% (-29.5K)	All Managers (Combined)	$3.4M	259.0% ($3.4M/$1.3M)	QoQ +8.90% (+$0) YoY -17.30% (-$1)
PFIZER INC(PFEcusip717081103)	134.2K	QoQ +2.81% (-3.7K) YoY +0.49% (-665)	All Managers (Combined)	$3.4M	258.0% ($3.4M/$1.3M)	QoQ -1.81% (-$0) YoY -8.23% (-$0)
(VBcusip922908751)	14.6K	QoQ +0.69% (-100) YoY +4.68% (+653)	All Managers (Combined)	$3.2M	245.5% ($3.2M/$1.3M)	QoQ -7.06% (-$0) YoY +1.53% (+$0)
(cusip81369Y605)✕	64.7K	QoQ -3.68% (-2.5K) YoY -1.20% (-789)	All Managers (Combined)	$3.2M	244.6% ($3.2M/$1.3M)	QoQ -0.73% (-$0) YoY +16.81% (-$0)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	18.6K	QoQ -2.07% (-393) YoY 0.00% (+0)	All Managers (Combined)	$3.2M	243.3% ($3.2M/$1.3M)	QoQ +13.36% (-$0) YoY +25.52% (+$1)
(cusip46641Q837)✕	63.1K	QoQ +9.22% (+5.3K) YoY +94.45% (+30.6K)	All Managers (Combined)	$3.2M	242.4% ($3.2M/$1.3M)	QoQ +9.79% (+$0) YoY +95.11% (+$2)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.0K	QoQ -4.49% (-282) YoY -1.33% (-81)	All Managers (Combined)	$3.2M	242.0% ($3.2M/$1.3M)	QoQ +12.21% (-$0) YoY +24.97% (-$1)
JPMORGAN CHASE & CO(JPMcusip46625H100)	12.7K	QoQ -6.83% (-928) YoY -2.73% (-356)	All Managers (Combined)	$3.1M	235.6% ($3.1M/$1.3M)	QoQ -4.66% (-$0) YoY +19.10% (-$0)
(cusip47103U852)✕	67.9K	QoQ +13.09% (+7.9K) YoY +6.78% (+4.3K)	All Managers (Combined)	$3.1M	233.0% ($3.1M/$1.3M)	QoQ +15.71% (+$0) YoY +7.00% (+$0)
AbbVie Inc.(ABBVcusip00287Y109)	14.0K	QoQ -1.44% (-206) YoY -1.08% (-154)	All Managers (Combined)	$2.9M	223.3% ($2.9M/$1.3M)	QoQ +16.19% (-$0) YoY +13.81% (-$0)
AMAZON COM INC(AMZNcusip023135106)	15.5K	QoQ -8.77% (-1.5K) YoY -5.90% (-970)	All Managers (Combined)	$2.9M	223.1% ($2.9M/$1.3M)	QoQ -20.88% (-$1) YoY -0.74% (-$0)
(cusip03463K752)✕	54.5K	QoQ NEW(+54.5K) YoY NEW(+54.5K)	All Managers (Combined)	$2.8M	211.4% ($2.8M/$1.3M)	QoQ NEW(+$3) YoY NEW(+$3)