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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
TTTrane Technologies Plc
Recent Activity
Increased 0.56%
0.61%
$8.865M
22,805 shares@ $388.74 avg price
AVUVAmerican Centy Tr Us Sml Cp Valu
Recent Activity
Increased 2.97%
0.52%
$7.501M
78,178 shares@ $95.95 avg price
AVLVAmerican Centy Tr Us Large Cap Vlu
Recent Activity
Increased 3.06%
0.51%
$7.47M
113,470 shares@ $65.84 avg price
DOCUDocusign Inc
Recent Activity
Increased 0.11%
0.4%
$5.818M
93,710 shares@ $62.09 avg price
DIASpdr Dow Jones Indl Avrg Ut Ser 1
Recent Activity
Increased 8.92%
0.39%
$5.636M
13,320 shares@ $423.13 avg price
CICigna Corp New
Recent Activity
Increased 1.63%
0.36%
$5.149M
14,863 shares@ $346.44 avg price
OSKOshkosh Corp
Recent Activity
Increased 0.52%
0.34%
$4.97M
49,593 shares@ $100.22 avg price
VXUSVanguard Star Fd Vg Tl Intl Stk
Recent Activity
Increased 1.14%
0.33%
$4.754M
73,434 shares@ $64.74 avg price
BGBunge Limited
Recent Activity
Increased 0.13%
0.32%
$4.586M
47,458 shares@ $96.64 avg price
VIRTVirtu Finl Inc
Recent Activity
Increased 0.01%
0.31%
$4.477M
146,972 shares@ $30.47 avg price