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Michael J. Freeburg

@Greenwich Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$1.47BTotal holdings247
Assets growth rate7.37%Assets growth rate (2-Q avg)8.21%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenwich Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 247 positions.

Assets under management

The assets under management (AUM) of Greenwich Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.47B in assets, with a quarterly growth rate of 7.37% and a 2-quarter average growth rate of 8.21%. The portfolio is managed by Michael J. Freeburg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBKRInteractive Brokers Group In Com
Recent Activity
Decreased 0%
28.25%
$415.185M
2.979M shares@ $139.37 avg price
NVDANvidia Corp
Recent Activity
Decreased -0.32%
14.74%
$216.625M
1.784M shares@ $121.44 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.01%
3.85%
$56.578M
332,031 shares@ $170.4 avg price
WYWeyerhaeuser Co
Recent Activity
Decreased -0.04%
1.28%
$18.784M
554,768 shares@ $33.86 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.44%
1.24%
$18.199M
37,287 shares@ $488.08 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Decreased -0.07%
1.15%
$16.891M
16,067 shares@ $1051.29 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -0.1%
0.98%
$14.405M
29,094 shares@ $495.12 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.43%
0.81%
$11.809M
20,197 shares@ $584.7 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -0.03%
0.74%
$10.734M
53,124 shares@ $202.06 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Decreased -0.01%
0.55%
$8.079M
161,845 shares@ $49.92 avg price