Long-term investor

Greenwich Wealth Management LLC @greenwichwealthmanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001439805).

Record

  • Tracked since 2025-12-31 (249 days), 44 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.0% · 6 months n/a · 1 year n/a · all +8.9%
  • Max drawdown n/a · win rate 24% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • IBKR · 31.5% · long · since 2025-12-31
  • NMAX · 6.9% · long · since 2025-12-31
  • MDY · 6.7% · long · since 2025-12-31
  • FUTU · 5.1% · long · since 2025-12-31
  • SCHW · 2.0% · long · since 2025-12-31
  • 02079K107 · 1.8% · long · since 2025-12-31
  • AAPL · 1.6% · long · since 2025-12-31
  • QQQ · 1.5% · long · since 2025-12-31
  • AMAT · 1.4% · long · since 2025-12-31
  • 770700102 · 1.4% · long · since 2025-12-31
  • THM · 1.2% · long · since 2026-03-31
  • 724078100 · 1.1% · long · since 2025-12-31

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