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 2025-06-30 (478 days), 500 trades recorded
- Returns: week n/a · month n/a · 90 days +0.8% · 6 months +0.8% · 1 year -7.1% · all -7.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IBKR · 31.4% · long · since 2025-06-30
- NMAX · 6.9% · long · since 2025-12-31
- 78462F103 · 6.7% · long · since 2025-06-30
- FUTU · 5.1% · long · since 2025-09-30
- SCHW · 2.0% · long · since 2025-06-30
- 02079K107 · 1.8% · long · since 2025-06-30
- AAPL · 1.6% · long · since 2025-06-30
- 46090E103 · 1.4% · long · since 2025-06-30
- AMAT · 1.4% · long · since 2025-06-30
- 770700102 · 1.4% · long · since 2025-06-30
- THM · 1.2% · long · since 2026-03-31
- 724078100 · 1.1% · long · since 2025-06-30