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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
RFRegions Finl Corp New
Recent Activity
Decreased -0.31%
0.18%
$2.555M
109,531 shares@ $23.33 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
Decreased -0.6%
0.17%
$2.39M
30,794 shares@ $77.62 avg price
SWKSSkyworks Solutions Inc
Recent Activity
Decreased -0.97%
0.15%
$2.131M
21,579 shares@ $98.76 avg price
IRIngersoll Rand Inc
Recent Activity
Decreased -0.56%
0.14%
$1.962M
19,986 shares@ $98.17 avg price
IVVIshares Tr Core S&p500
Recent Activity
Decreased -3.98%
0.14%
$1.962M
3,401 shares@ $576.89 avg price
METAFacebook Inc
Recent Activity
Decreased -3.29%
0.13%
$1.863M
3,255 shares@ $572.36 avg price
CTVACorteva Inc
Recent Activity
Decreased -1.53%
0.13%
$1.854M
31,535 shares@ $58.8 avg price
EBAYEbay Inc
Recent Activity
Decreased -1.09%
0.13%
$1.847M
28,361 shares@ $65.13 avg price
IWMIshares Tr Russell 2000
Recent Activity
Decreased -0.35%
0.13%
$1.841M
8,335 shares@ $220.88 avg price
VWOVanguard Intl Equity Index F Ftse Emr Mkt
Recent Activity
Decreased -0.41%
0.13%
$1.825M
38,147 shares@ $47.85 avg price