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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
PLTRPalantir Technologies Inc
Recent Activity
Decreased -0.98%
0.55%
$8.028M
215,796 shares@ $37.21 avg price
VOOVanguard Index Fds S&p 500 Etf
Recent Activity
Decreased -1.51%
0.55%
$7.967M
15,098 shares@ $527.69 avg price
GWREGuidewire Software Inc
Recent Activity
Decreased -0.23%
0.47%
$6.796M
37,151 shares@ $182.93 avg price
JAAAJanus Detroit Str Tr Hendrson Aaa
Recent Activity
Decreased -63.22%
0.43%
$6.265M
123,133 shares@ $50.88 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -0.32%
0.43%
$6.255M
80,167 shares@ $78.03 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.52%
0.32%
$4.702M
88,353 shares@ $53.22 avg price
GMGeneral Mtrs Co
Recent Activity
Decreased 0%
0.24%
$3.407M
75,972 shares@ $44.85 avg price
IJRIshares Tr Core S&p Scp
Recent Activity
Decreased -6.12%
0.2%
$2.937M
25,112 shares@ $116.96 avg price
JEPIJ P Morgan Exchange-traded F Equity
Recent Activity
Decreased -1.25%
0.2%
$2.923M
49,114 shares@ $59.52 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Decreased -5.22%
0.19%
$2.777M
59,534 shares@ $46.65 avg price