Michael J. Freeburg

@Greenwich Wealth Management Llc

Latest period2024 - Q3

Reported2mo 21d ago

Managed Assets$1.47B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PFEPfizer Inc Recent Activity Increased 2.73%	0.27%	$3.949M 136,463 shares@ $28.94 avg price	Increased 2.73%
VOVanguard Index Fds Mid Cap Recent Activity Increased 3.3%	0.25%	$3.601M 13,648 shares@ $263.85 avg price	Increased 3.3%
VBVanguard Index Fds Small Cp Recent Activity Increased 2.13%	0.24%	$3.415M 14,399 shares@ $237.17 avg price	Increased 2.13%
FFord Mtr Co Del Recent Activity Increased 4.08%	0.23%	$3.354M 317,634 shares@ $10.56 avg price	Increased 4.08%
TEXTerex Corp New Recent Activity Increased 0.3%	0.23%	$3.3M 62,371 shares@ $52.91 avg price	Increased 0.3%
VCRBVanguard Malvern Fds Recent Activity Increased 299.64%	0.23%	$3.258M 41,142 shares@ $79.19 avg price	Increased 299.64%
AMZNAmazon Com Inc Recent Activity Increased 0.36%	0.22%	$3.1M 16,638 shares@ $186.33 avg price	Increased 0.36%
ICEIntercontinental Exchange In Recent Activity Increased 0.72%	0.21%	$3.007M 18,719 shares@ $160.64 avg price	Increased 0.72%
XLFSelect Sector Spdr Tr Sbi Int-finl Recent Activity Increased 0.38%	0.21%	$3.005M 66,314 shares@ $45.32 avg price	Increased 0.38%
ARWArrow Electrs Inc Recent Activity Increased 0.27%	0.21%	$2.995M 22,544 shares@ $132.86 avg price	Increased 0.27%