Greenwich Wealth Management LLC recently filed its 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details the stocks that were in a guru’s stock portfolio at the end of the quarter, although investors should note that these filings are limited in scope, containing only an overview of long stock positions. listed in the United States and American certificates of deposit at the end of the quarter. They are not required to include international holdings, short positions or other types of investments. Yet even this limited repository can provide valuable information.

45 EAST PUTNAM AVENUE STE 128 GREENWICH, CT 06830

According to the latest 13F report, the guru’s stock portfolio contained 223 stocks valued at a total of $734.00 million. The leading stocks were IBKR (18.66%), SPY (10.88%) and AAPL (6.53%).

According to data from GuruFocus, these were Greenwich Wealth Management LLC’s top five deals of the quarter.

Interactive Brokers Group Inc.

Greenwich Wealth Management LLC reduced its investment in NAS:IBKR by 1,241,986 shares. The transaction had an impact of 8.59% on the equity portfolio. During the quarter, the stock traded at an average price of $59.49.

On 08/09/2022, Interactive Brokers Group Inc traded at a price of $61.23 per share and a market capitalization of $6.10 billion. The stock has returned -2.96% over the past year.

GuruFocus gives the company a financial strength rating of 2 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Interactive Brokers Group Inc has a price/earnings ratio of 23.93, a price/book ratio of 2.41, a price/earnings/growth (PEG) ratio of 2.44, an EV/ Ebitda of 8.83 and a price-to-sales ratio of 2.03.

The GF price/value ratio is 1.22, giving the stock a GF value rank of 3.

Twitter Inc.

The guru established a new position worth 233,264 shares in NYSE:TWTR, giving the stock a 1.19% weighting in the equity portfolio. The shares traded at an average price of $42.83 during the quarter.

On 08/09/2022, Twitter Inc traded at a price of $42.94 per share and a market capitalization of $32.86 billion. The stock has returned -36.26% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 4 out of 10.

In terms of valuation, Twitter Inc has a price-to-book ratio of 5.59, an EV/Ebitda ratio of 53.45, and a price-to-sales ratio of 6.60.

The GF price-to-value ratio is 0.75, giving the stock a GF value rank of 10.

MercadoLibre Inc

The guru established a new position worth 5,500 shares in NAS:MELI, giving the stock a 0.48% weighting in the equity portfolio. The shares traded at an average price of $876.78 during the quarter.

On 08/09/2022, MercadoLibre Inc traded at a price of $1024.25 per share and a market capitalization of $51.56 billion. The stock has returned -41.68% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, MercadoLibre Inc has a price/earnings ratio of 216.53, a price/book ratio of 32.63, a price/earnings/growth (PEG) ratio of 10.41, an EV/Ebitda ratio of 60.47 and a price-to-sale ratio of 5.80.

The GF price/value ratio is 0.36, giving the stock a GF value rank of 2.

Ford Motor Co.

During the quarter, Greenwich Wealth Management LLC purchased 161,183 shares of NYSE:F for a total holding of 241,638. The transaction had a 0.25% impact on the equity portfolio. During the quarter, the stock traded at an average price of $13.74.

On 08/09/2022, Ford Motor Co traded at a price of $15.78 per share and a market capitalization of $63.44 billion. The stock has returned 16.52% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Ford Motor Co has a price/earnings ratio of 5.48, a price/pounds ratio of 1.47, an EV/Ebitda ratio of 6.79 and a price/sales ratio of 0.43.

The GF price-to-value ratio is 1.27, giving the stock a GF value rank of 3.

Zeta Global Holdings Corp.

The guru established a new position worth 402,700 shares in NYSE:ZETA, giving the stock a 0.25% weighting in the equity portfolio. The shares traded at an average price of $8.84 during the quarter.

On 08/09/2022, Zeta Global Holdings Corp traded at a price of $7.01 per share and a market capitalization of $1.44 billion. The stock has returned 15.11% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 2 out of 10.

In terms of valuation, Zeta Global Holdings Corp has a price-to-book ratio of 13.64, an EV/Ebitda ratio of -6.17 and a price-to-sales ratio of 1.39.

Please note that figures and facts quoted are at the time of writing this article and may not reflect the latest business data or company announcements.

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