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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
OPYOppenheimer Hldgs Inc
Recent Activity
1.07%
$15.64M
305,703 shares@ $51.17 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -0.1%
0.98%
$14.405M
29,094 shares@ $495.12 avg price
BCSBarclays Plc
Recent Activity
0.98%
$14.378M
1.183M shares@ $12.16 avg price
CBOECboe Hldgs Inc
Recent Activity
0.98%
$14.349M
70,040 shares@ $204.87 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.06%
0.9%
$13.084M
59,180 shares@ $221.09 avg price
BENFranklin Resources Inc
Recent Activity
Increased 0.23%
0.83%
$12.116M
601,270 shares@ $20.16 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.43%
0.81%
$11.809M
20,197 shares@ $584.7 avg price
MELIMercadolibre Inc
Recent Activity
0.77%
$11.286M
5,500 shares@ $2052.0 avg price
SGOVIshares Tr 0-3 Mnth
Recent Activity
Increased 33.59%
0.77%
$11.213M
111,326 shares@ $100.73 avg price
DJTTrump Media & Technology Gro
Recent Activity
Increased 92.69%
0.75%
$10.946M
681,134 shares@ $16.08 avg price