• 13F History

Greenwich Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$1.41B
Signature - Title
Michael J Freeburg - Principal
Location
Greenwich, CT
Summary
This page shows a list of all the recent 13F filings made by Greenwich Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Greenwich Wealth Management LLC reported 256 stock holdings with total value $1.41B as of Q4 2024. Top holdings included IBKR, SPY, NVDA, ORCL, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 256 $1.41B +$29.3M -$236M -$207M IBKR, SPY, NVDA, ORCL, AAPL 13F-HR 2/10/2025, 02:56 PM
Q3 2024 248 $1.47B +$27.9M -$27.5M +$407K IBKR, NVDA, SPY, ORCL, AAPL 13F-HR 10/29/2024, 10:30 AM
Q2 2024 243 $1.37B +$218M -$7.91M +$210M IBKR, NVDA, SPY, ORCL, AAPL 13F-HR 8/9/2024, 10:17 AM
Q1 2024 244 $1.26B +$68.9M -$31.8M +$37.1M IBKR, NVDA, SPY, ORCL, AAPL 13F-HR 5/13/2024, 02:41 PM
Q4 2023 232 $1.01B +$19.2M -$14.3M +$4.93M IBKR, SPY, NVDA, AAPL, ORCL 13F-HR 2/1/2024, 10:48 AM
Q3 2023 244 $945M +$31.1M -$27.4M +$3.69M IBKR, SPY, NVDA, AAPL, ORCL 13F-HR 11/7/2023, 10:26 AM
Q2 2023 236 $950M +$25.3M -$54M -$28.7M IBKR, SPY, NVDA, AAPL, ORCL 13F-HR 7/31/2023, 01:59 PM
Q1 2023 235 $916M +$15.2M -$57.8M -$42.6M IBKR, SPY, AAPL, NVDA, ORCL 13F-HR 4/24/2023, 02:57 PM
Q4 2022 235 $908M +$60.4M -$123M -$62.7M IBKR, SPY, AAPL, SCHW, ORCL 13F-HR 2/6/2023, 10:59 AM
Q3 2022 231 $927M +$206M -$9.13M +$197M IBKR, SPY, AAPL, SCHW, NVDA 13F-HR 11/14/2022, 08:48 AM
Q2 2022 228 $742M +$33.5M -$73.1M -$39.6M IBKR, SPY, AAPL, SCHW, NVDA 13F-HR 8/8/2022, 03:28 PM
Q1 2022 233 $967M +$30.7M -$141M -$111M IBKR, SPY, AAPL, NVDA, SCHW 13F-HR 5/11/2022, 01:54 PM
Q4 2021 241 $1.22B +$17.5M -$203M -$185M IBKR, SPY, AAPL, NVDA, SCHW 13F-HR 1/28/2022, 11:47 AM
Q3 2021 239 $1.2B +$91.9M -$6.32M +$85.6M IBKR, SPY, AAPL, NVDA, SCHW 13F-HR 10/19/2021, 11:48 AM
Q2 2021 224 $1.17B +$22M -$97.1M -$75.1M IBKR, SPY, AAPL, NVDA, SCHW 13F-HR 7/27/2021, 01:40 PM
Q1 2021 202 $1.25B +$43.8M -$112M -$68.6M IBKR, SPY, AAPL, SCHW, NVDA 13F-HR 5/6/2021, 10:41 AM
Q4 2020 192 $1.15B +$606M -$7.27M +$599M IBKR, SPY, SCHW, NVDA, ORCL Restatement 2/12/2021, 04:09 PM
Q3 2020 187 $550M +$29M -$4.85M +$24.2M SPY, AMTD, IBKR, NVDA, ORCL 13F-HR 10/29/2020, 03:09 PM
Q2 2020 186 $515M +$17.1M -$50.2M -$33.1M SPY, AMTD, IBKR, ORCL, NVDA 13F-HR 8/11/2020, 01:07 PM
Q1 2020 182 $462M +$89.6M -$7.86M +$81.7M AMTD, SPY, IBKR, LM, ORCL 13F-HR 5/12/2020, 01:33 PM
Q4 2019 187 $489M +$39.9M -$10.5M +$29.3M SPY, AMTD, IBKR, ORCL, LM 13F-HR 2/10/2020, 02:46 PM
Q3 2019 179 $506M +$42.3M -$10.2M +$32.1M SPY, IBKR, SCHW, AABA, LM 13F-HR 11/12/2019, 12:33 PM
Q2 2019 195 $570M +$49M -$7.85M +$41.1M AABA, SPY, IBKR, SCHW, ORCL 13F-HR 8/13/2019, 03:12 PM
Q1 2019 187 $552M +$11.8M -$7.8M +$4.03M AABA, SPY, IBKR, SCHW, ORCL 13F-HR 5/14/2019, 01:44 PM
Q4 2018 178 $490M +$38.8M -$8.95M +$29.8M AABA, SPY, IBKR, SCHW, ORCL 13F-HR 2/11/2019, 03:53 PM
Q3 2018 184 $560M +$10.3M -$3.34M +$6.97M AABA, SPY, IBKR, SCHW, WY 13F-HR 11/7/2018, 10:39 AM
Q2 2018 175 $551M +$26.9M -$93.2M -$66.3M AABA, SPY, IBKR, SCHW, WY 13F-HR 7/25/2018, 02:55 PM
Q1 2018 174 $621M +$60.6M -$25.8M +$34.7M SPY, AABA, SCHW, IBKR, WY 13F-HR 5/2/2018, 12:22 PM
Q4 2017 189 $586M +$13.9M -$43.3M -$29.4M SPY, AABA, WY, CS, IBKR 13F-HR 2/7/2018, 11:58 AM
Q3 2017 184 $569M +$39.5M -$84.1M -$44.5M SPY, AABA, SCHW, WY, CS 13F-HR 11/14/2017, 11:27 AM
Q2 2017 181 $585M +$93.1M -$101M -$8.13M SPY, AABA, MS, WY, CS 13F-HR 8/14/2017, 10:18 AM
Q1 2017 184 $738M +$156M -$97.1M +$58.6M SPY, ASH, YHOO, MS, WY 13F-HR 4/26/2017, 11:32 AM
Q4 2016 190 $777M +$323M -$14.9M +$308M SPY, ASHXXXX, YHOO, MS, SCHW 13F-HR 2/14/2017, 02:46 PM
Q3 2016 205 $553M +$132M -$13.2M +$118M ASH, YHOO, MS, WY, SPY 13F-HR 11/14/2016, 02:44 PM
Q2 2016 194 $401M +$26.6M -$2.29M +$24.3M YHOO, MS, WY, SPY, CSCO Restatement 8/12/2016, 04:11 PM
Q1 2016 184 $381M +$80M -$67.9M +$12M YHOO, MS, WY, SPY, SCHW 13F-HR 5/11/2016, 02:54 PM
Q4 2015 152 $402M +$63.7M -$32.2M +$31.4M YHOO, PCL, SPY, SCHW, MS 13F-HR 2/16/2016, 12:23 PM
Q3 2015 163 $405M +$53.3M -$296M -$243M PCL, SCHW, SPY, MS, CSCO 13F-HR 11/5/2015, 02:15 PM
Q2 2015 171 $762M +$18.1M -$105M -$86.8M PCL, SCHW, AAPL, SPY, VLO 13F-HR 8/10/2015, 03:11 PM
Q1 2015 170 $862M +$10.8M -$590M -$579M PCL, SCHW, SPY, VLO, AAPL 13F-HR 5/14/2015, 12:36 PM
Q4 2014 166 $1.49B +$9.74M -$20.3M -$10.5M SPY, PCL, SCHW, HPQXXXX, MSFT 13F-HR 2/13/2015, 01:03 PM
Q3 2014 170 $1.46B +$14.4M -$910K +$13.5M SPY, PCL, FCX, SCHW, MSFT 13F-HR 11/13/2014, 02:21 PM
Q2 2014 160 $1.48B +$27.1M -$46.9M -$19.8M SPY, PCL, FCX, VLO, SCHW Restatement 7/29/2014, 03:16 PM
Q1 2014 158 $1.42B +$462M -$11.7M +$450M SPY, PCL, FCX, VLO, SCHW 13F-HR 4/10/2014, 02:25 PM
Q4 2013 166 $968M PCL, FCX, VLO, PH, SCHW 13F-HR 2/7/2014, 02:33 PM