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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
SCHWSchwab Charles Corp New
Recent Activity
New Position
0.38%
$5.582M
86,121 shares@ $64.82 avg price
VTIVanguard Index Fds Total Stk
Recent Activity
New Position
0.08%
$1.128M
3,985 shares@ $283.07 avg price
BOXXEa Series Trust
Recent Activity
New Position
0.03%
$325,000
2,983 shares@ $108.96 avg price
ETNEaton Corp Plc
Recent Activity
New Position
0.02%
$227,000
685 shares@ $331.39 avg price
MAMastercard Inc
Recent Activity
New Position
0.02%
$224,000
454 shares@ $493.4 avg price
BMYBristol Myers Squibb Co
Recent Activity
New Position
0.02%
$224,000
4,330 shares@ $51.74 avg price
DEDeere & Co
Recent Activity
New Position
0.02%
$224,000
537 shares@ $417.14 avg price
SRESempra Energy
Recent Activity
New Position
0.02%
$208,000
2,489 shares@ $83.57 avg price
CNHCnh Indl N V
Recent Activity
New Position
0.01%
$120,000
10,790 shares@ $11.13 avg price
RITMNew Residential Invt Corp
Recent Activity
New Position
0.01%
$118,000
10,420 shares@ $11.33 avg price