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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97717W851

Shares:6.4K

Value:$706.0K

% of Portfolio:53.6% ($706.0K/$1.3M)

BrightView Holdings, Inc.

BV|10948C107

Shares:55.0K

Value:$706.0K

% of Portfolio:53.6% ($706.0K/$1.3M)

HOME DEPOT, INC.

HD|437076102

Shares:1.8K

Value:$665.0K

% of Portfolio:50.5% ($665.0K/$1.3M)

Salesforce, Inc.

CRM|79466L302

Shares:2.5K

Value:$662.0K

% of Portfolio:50.2% ($662.0K/$1.3M)

80004C200

Shares:13.2K

Value:$628.0K

% of Portfolio:47.7% ($628.0K/$1.3M)

PEPSICO INC

PEP|713448108

Shares:4.2K

Value:$625.0K

% of Portfolio:47.4% ($625.0K/$1.3M)

PENTAIR plc

PNR|G7S00T104

Shares:7.1K

Value:$623.0K

% of Portfolio:47.3% ($623.0K/$1.3M)

Match Group, Inc.

MTCH|57667L107

Shares:19.9K

Value:$622.0K

% of Portfolio:47.2% ($622.0K/$1.3M)

46434G848

Shares:17.3K

Value:$621.0K

% of Portfolio:47.1% ($621.0K/$1.3M)

46138G649

Shares:3.2K

Value:$621.0K

% of Portfolio:47.1% ($621.0K/$1.3M)

78467V608

Shares:14.9K

Value:$613.0K

% of Portfolio:46.5% ($613.0K/$1.3M)

81369Y209

Shares:4.0K

Value:$588.0K

% of Portfolio:44.6% ($588.0K/$1.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:6.4K

Value:$576.0K

% of Portfolio:43.7% ($576.0K/$1.3M)

922908553

VNQ|922908553

Shares:6.1K

Value:$555.0K

% of Portfolio:42.1% ($555.0K/$1.3M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.8K

Value:$546.0K

% of Portfolio:41.4% ($546.0K/$1.3M)

MURPHY OIL CORP

MUR|626717102

Shares:19.2K

Value:$545.0K

% of Portfolio:41.4% ($545.0K/$1.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.2K

Value:$524.0K

% of Portfolio:39.8% ($524.0K/$1.3M)

78468R663

Shares:5.7K

Value:$523.0K

% of Portfolio:39.7% ($523.0K/$1.3M)

33738R506

Shares:8.9K

Value:$520.0K

% of Portfolio:39.5% ($520.0K/$1.3M)

46434G822

EWJ|46434G822

Shares:7.5K

Value:$514.0K

% of Portfolio:39.0% ($514.0K/$1.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717W851)✕	6.4K	QoQ +19.02% (+1.0K) YoY +26.89% (+1.4K)	All Managers (Combined)	$706.0K	53.6% ($706.0K/$1.3M)	QoQ +18.85% (+$0) YoY +28.83% (+$0)
BrightView Holdings, Inc.(BVcusip10948C107)	55.0K	QoQ 0.00% (-1) YoY 0.00% (+0)	All Managers (Combined)	$706.0K	53.6% ($706.0K/$1.3M)	QoQ -19.68% (-$0) YoY +7.78% (+$0)
HOME DEPOT, INC.(HDcusip437076102)	1.8K	QoQ -1.99% (-37) YoY -0.32% (-6)	All Managers (Combined)	$665.0K	50.5% ($665.0K/$1.3M)	QoQ -7.76% (-$0) YoY -4.86% (-$0)
Salesforce, Inc.(CRMcusip79466L302)	2.5K	QoQ -2.49% (-63) YoY -3.78% (-97)	All Managers (Combined)	$662.0K	50.2% ($662.0K/$1.3M)	QoQ -21.74% (-$0) YoY -14.24% (-$0)
(cusip80004C200)✕	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$628.0K	47.7% ($628.0K/$1.3M)	QoQ NEW(+$1) YoY NEW(+$1)
PEPSICO INC(PEPcusip713448108)	4.2K	QoQ -3.00% (-129) YoY -2.82% (-121)	All Managers (Combined)	$625.0K	47.4% ($625.0K/$1.3M)	QoQ -4.28% (-$0) YoY -16.77% (-$0)
PENTAIR plc(PNRcusipG7S00T104)	7.1K	QoQ -0.54% (-39) YoY -3.52% (-260)	All Managers (Combined)	$623.0K	47.3% ($623.0K/$1.3M)	QoQ -13.59% (-$0) YoY -1.26% (-$0)
Match Group, Inc.(MTCHcusip57667L107)	19.9K	QoQ +1.53% (-302) YoY +2.08% (-408)	All Managers (Combined)	$622.0K	47.2% ($622.0K/$1.3M)	QoQ -3.11% (-$0) YoY -12.14% (-$0)
(cusip46434G848)✕	17.3K	QoQ +0.11% (+20) YoY -17.12% (-3.6K)	All Managers (Combined)	$621.0K	47.1% ($621.0K/$1.3M)	QoQ +2.81% (+$0) YoY -28.62% (-$0)
(cusip46138G649)✕	3.2K	QoQ -12.55% (-462) YoY -19.87% (-798)	All Managers (Combined)	$621.0K	47.1% ($621.0K/$1.3M)	QoQ -19.76% (-$0) YoY -15.39% (-$0)
(cusip78467V608)✕	14.9K	QoQ -1.00% (-151) YoY -15.44% (-2.7K)	All Managers (Combined)	$613.0K	46.5% ($613.0K/$1.3M)	QoQ -2.38% (-$0) YoY -17.38% (-$0)
(cusip81369Y209)✕	4.0K	QoQ +1.13% (+45) YoY +8.46% (+314)	All Managers (Combined)	$588.0K	44.6% ($588.0K/$1.3M)	QoQ +7.49% (+$0) YoY +7.29% (+$0)
Merck & Co., Inc.(MRKcusip58933Y105)	6.4K	QoQ -3.85% (-257) YoY +22.00% (-1.2K)	All Managers (Combined)	$576.0K	43.7% ($576.0K/$1.3M)	QoQ -13.25% (-$0) YoY -17.00% (-$0)
(VNQcusip922908553)	6.1K	QoQ -0.01% (-1) YoY 0.00% (+0)	All Managers (Combined)	$555.0K	42.1% ($555.0K/$1.3M)	QoQ +1.64% (-$0) YoY +4.71% (+$0)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.8K	QoQ -0.66% (-12) YoY -0.55% (-10)	All Managers (Combined)	$546.0K	41.4% ($546.0K/$1.3M)	QoQ +3.60% (-$0) YoY +21.60% (-$0)
MURPHY OIL CORP(MURcusip626717102)	19.2K	QoQ -4.11% (-822) YoY +34.49% (-4.9K)	All Managers (Combined)	$545.0K	41.4% ($545.0K/$1.3M)	QoQ -9.91% (-$0) YoY -16.28% (-$0)
JOHNSON & JOHNSON(JNJcusip478160104)	3.2K	QoQ -23.72% (-983) YoY -1.21% (-39)	All Managers (Combined)	$524.0K	39.8% ($524.0K/$1.3M)	QoQ -12.52% (-$0) YoY +3.55% (-$0)
(cusip78468R663)✕	5.7K	QoQ +130.08% (+3.2K) YoY NEW(+5.7K)	All Managers (Combined)	$523.0K	39.7% ($523.0K/$1.3M)	QoQ +131.41% (+$0) YoY NEW(+$1)
(cusip33738R506)✕	8.9K	QoQ +0.01% (-1) YoY +10.60% (+852)	All Managers (Combined)	$520.0K	39.5% ($520.0K/$1.3M)	QoQ -1.14% (-$0) YoY +15.29% (+$0)
(EWJcusip46434G822)	7.5K	QoQ +8.25% (+571) YoY -14.04% (-1.2K)	All Managers (Combined)	$514.0K	39.0% ($514.0K/$1.3M)	QoQ +10.77% (+$0) YoY -17.36% (-$0)