Greenwood Capital Associates
Latest statistics and disclosures from Greenwood Capital Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, IVV, GOOGL, BBEU, and represent 16.85% of Greenwood Capital Associates's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$8.7M), MAA (+$6.1M), EA (+$5.6M), MU (+$5.1M), TEVA, ORCL, BBEU, PG, TJX, AMZN.
- Started 26 new stock positions in SBUX, PEGA, BBY, TEVA, RF, KEY, TSN, PFE, FITB, J.
- Reduced shares in these 10 stocks: AMAT (-$7.1M), , EWJ (-$6.0M), PLTR (-$5.8M), AMD (-$5.6M), PPG (-$5.5M), CRWD (-$5.2M), COP (-$5.2M), BABA, .
- Sold out of its positions in ARM, BP, BX, BA, CIVI, ENV, EXPE, GEV, GSK, URA. HPE, NRG, PPG, PLD, QSR, WFC, GRMN.
- Greenwood Capital Associates was a net seller of stock by $-19M.
- Greenwood Capital Associates has $768M in assets under management (AUM), dropping by 1.02%.
- Central Index Key (CIK): 0001161822
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Portfolio Holdings for Greenwood Capital Associates
Greenwood Capital Associates holds 236 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.5 | $34M | -2% | 147k | 233.00 |
|
| Microsoft Corporation (MSFT) | 3.7 | $28M | -2% | 66k | 430.30 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $27M | +7% | 48k | 576.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $21M | -5% | 129k | 165.85 |
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 2.4 | $18M | +25% | 293k | 62.34 |
|
| Amazon (AMZN) | 2.2 | $17M | +24% | 91k | 186.33 |
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| Amgen (AMGN) | 2.2 | $17M | +23% | 52k | 322.21 |
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| International Business Machines (IBM) | 2.1 | $16M | 72k | 221.08 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $16M | +12% | 34k | 460.26 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 1.9 | $14M | +2% | 134k | 107.10 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.7 | $13M | 126k | 101.27 |
|
|
| S&p Global (SPGI) | 1.6 | $12M | -4% | 24k | 516.62 |
|
| Johnson & Johnson (JNJ) | 1.5 | $12M | +8% | 72k | 162.06 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.4 | $11M | +4% | 185k | 59.02 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $9.7M | -5% | 11k | 885.92 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $9.5M | -3% | 21k | 465.08 |
|
| CRH Ord (CRH) | 1.2 | $9.5M | 103k | 92.74 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $9.4M | -16% | 44k | 210.86 |
|
| Danaher Corporation (DHR) | 1.2 | $9.3M | +19% | 34k | 278.02 |
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| Emerson Electric (EMR) | 1.2 | $9.0M | 83k | 109.37 |
|
|
| Broadcom (AVGO) | 1.1 | $8.7M | NEW | 51k | 172.50 |
|
| Medtronic SHS (MDT) | 1.1 | $8.7M | 97k | 90.03 |
|
|
| Qualcomm (QCOM) | 1.1 | $8.5M | +5% | 50k | 170.05 |
|
| Stryker Corporation (SYK) | 1.1 | $8.3M | +2% | 23k | 361.25 |
|
| Mid-America Apartment (MAA) | 1.1 | $8.1M | +299% | 51k | 158.90 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $8.1M | 69k | 117.22 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 1.0 | $8.0M | 240k | 33.23 |
|
|
| Palo Alto Networks (PANW) | 1.0 | $7.9M | +28% | 23k | 341.80 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.0 | $7.9M | +12% | 129k | 61.11 |
|
| Morgan Stanley Com New (MS) | 1.0 | $7.8M | -3% | 75k | 104.24 |
|
| Wal-Mart Stores (WMT) | 1.0 | $7.8M | -27% | 97k | 80.75 |
|
| Cme (CME) | 1.0 | $7.4M | 34k | 220.65 |
|
|
| Chart Industries (GTLS) | 1.0 | $7.4M | 60k | 124.14 |
|
|
| Pepsi (PEP) | 1.0 | $7.4M | 44k | 170.05 |
|
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| Ishares Tr Core Msci Pac (IPAC) | 1.0 | $7.3M | +54% | 110k | 66.59 |
|
| First Horizon National Corporation (FHN) | 0.9 | $7.2M | +10% | 466k | 15.53 |
|
| Amphenol Corp Cl A (APH) | 0.9 | $7.0M | +3% | 107k | 65.16 |
|
| Oracle Corporation (ORCL) | 0.9 | $6.9M | +148% | 40k | 170.40 |
|
| EOG Resources (EOG) | 0.9 | $6.5M | 53k | 122.93 |
|
|
| Walt Disney Company (DIS) | 0.8 | $6.4M | -2% | 67k | 96.19 |
|
| Trane Technologies SHS (TT) | 0.8 | $6.3M | -2% | 16k | 388.73 |
|
| Nextera Energy (NEE) | 0.8 | $6.3M | +99% | 74k | 84.53 |
|
| Honeywell International (HON) | 0.8 | $6.3M | +2% | 30k | 206.71 |
|
| Uber Technologies (UBER) | 0.8 | $6.0M | -24% | 80k | 75.16 |
|
| Dell Technologies CL C (DELL) | 0.7 | $5.7M | -9% | 48k | 118.54 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.7 | $5.6M | +3% | 58k | 98.12 |
|
| Electronic Arts (EA) | 0.7 | $5.6M | NEW | 39k | 143.44 |
|
| Coca-Cola Company (KO) | 0.7 | $5.4M | 76k | 71.86 |
|
|
| Intel Corporation (INTC) | 0.7 | $5.4M | -6% | 229k | 23.46 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.7 | $5.3M | +3% | 100k | 52.86 |
|
| Micron Technology (MU) | 0.7 | $5.1M | NEW | 49k | 103.71 |
|
| Diamondback Energy (FANG) | 0.7 | $5.1M | 30k | 172.40 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $5.0M | -6% | 88k | 57.41 |
|
| Pinterest Cl A (PINS) | 0.6 | $5.0M | +9% | 154k | 32.37 |
|
| Bank of America Corporation (BAC) | 0.6 | $4.9M | +4% | 123k | 39.68 |
|
| Ge Aerospace Com New (GE) | 0.6 | $4.8M | -3% | 26k | 188.58 |
|
| Freeport-mcmoran CL B (FCX) | 0.6 | $4.6M | +61% | 93k | 49.92 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $4.4M | -7% | 41k | 107.65 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $4.4M | +2% | 37k | 116.96 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.6 | $4.3M | NEW | 237k | 18.02 |
|
| Procter & Gamble Company (PG) | 0.5 | $4.1M | +759% | 24k | 173.20 |
|
| Netflix (NFLX) | 0.5 | $4.0M | 5.6k | 709.27 |
|
|
| Ishares Tr Msci China Etf (MCHI) | 0.5 | $3.9M | 77k | 50.91 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $3.9M | +6% | 62k | 62.32 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.5 | $3.8M | -7% | 73k | 52.23 |
|
| TJX Companies (TJX) | 0.5 | $3.8M | +1620% | 32k | 117.54 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.4 | $3.4M | +8% | 48k | 72.63 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $3.4M | 30k | 115.30 |
|
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.4 | $3.4M | 47k | 72.29 |
|
|
| Verizon Communications (VZ) | 0.4 | $3.3M | +8% | 74k | 44.91 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.4 | $3.3M | +2% | 128k | 25.75 |
|
| Automatic Data Processing (ADP) | 0.4 | $3.3M | 12k | 276.73 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $3.0M | 37k | 80.78 |
|
|
| Chubb (CB) | 0.4 | $3.0M | NEW | 10k | 288.39 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.4 | $2.9M | -9% | 117k | 24.73 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $2.9M | +2% | 26k | 110.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.7M | 16k | 167.19 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $2.4M | +2% | 8.9k | 267.37 |
|
| Jacobs Engineering Group (J) | 0.3 | $2.3M | NEW | 18k | 130.90 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $2.3M | 4.0k | 584.58 |
|
|
| Chevron Corporation (CVX) | 0.3 | $2.2M | -22% | 15k | 147.27 |
|
| Unilever Spon Adr New (UL) | 0.3 | $2.2M | 34k | 64.96 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.2M | +4% | 4.5k | 488.07 |
|
| PNC Financial Services (PNC) | 0.3 | $2.2M | 12k | 184.85 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.3 | $2.0M | -74% | 28k | 71.54 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.9M | +602% | 37k | 51.74 |
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| 3M Company (MMM) | 0.2 | $1.9M | 14k | 136.70 |
|
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| Prudential Financial (PRU) | 0.2 | $1.9M | 16k | 121.10 |
|
|
| Southern Copper Corporation (SCCO) | 0.2 | $1.8M | 16k | 115.67 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $1.8M | 16k | 109.53 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $1.8M | -4% | 39k | 45.32 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $1.7M | 18k | 95.90 |
|
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| Janus Henderson Group Ord Shs (JHG) | 0.2 | $1.7M | 44k | 38.07 |
|
|
| Oneok (OKE) | 0.2 | $1.6M | NEW | 18k | 91.13 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $1.6M | 67k | 23.95 |
|
|
| Ishares Msci Brazil Etf (EWZ) | 0.2 | $1.6M | -6% | 54k | 29.49 |
|
| Nike CL B (NKE) | 0.2 | $1.5M | -65% | 17k | 88.40 |
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| Principal Financial (PFG) | 0.2 | $1.5M | +2% | 17k | 85.90 |
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| Pfizer (PFE) | 0.2 | $1.5M | NEW | 51k | 28.94 |
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| Kellogg Company (K) | 0.2 | $1.5M | NEW | 18k | 80.71 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.2 | $1.4M | -7% | 35k | 40.38 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $1.4M | 10k | 142.28 |
|
|
| Eagle Materials (EXP) | 0.2 | $1.4M | -10% | 4.9k | 287.65 |
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| Digital Realty Trust (DLR) | 0.2 | $1.4M | 8.7k | 161.83 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.4M | -4% | 9.1k | 154.02 |
|
| T. Rowe Price (TROW) | 0.2 | $1.4M | +2% | 13k | 108.93 |
|
| Cantaloupe (CTLP) | 0.2 | $1.4M | -2% | 186k | 7.40 |
|
| Synovus Finl Corp Com New (SNV) | 0.2 | $1.4M | NEW | 31k | 44.47 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.2 | $1.4M | +2% | 16k | 86.70 |
|
| Comfort Systems USA (FIX) | 0.2 | $1.3M | -27% | 3.4k | 390.35 |
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| General Mills (GIS) | 0.2 | $1.3M | NEW | 18k | 73.85 |
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| Stanley Black & Decker (SWK) | 0.2 | $1.3M | 12k | 110.13 |
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| International Paper Company (IP) | 0.2 | $1.3M | 27k | 48.85 |
|
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| Invesco SHS (IVZ) | 0.2 | $1.3M | 73k | 17.56 |
|
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| Hp (HPQ) | 0.2 | $1.2M | +2% | 35k | 35.87 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $1.2M | -4% | 9.1k | 135.44 |
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| Kirby Corporation (KEX) | 0.2 | $1.2M | -13% | 10k | 122.43 |
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| Lincoln National Corporation (LNC) | 0.2 | $1.2M | 38k | 31.51 |
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| Key (KEY) | 0.2 | $1.2M | NEW | 72k | 16.75 |
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| New Jersey Resources Corporation (NJR) | 0.2 | $1.2M | NEW | 25k | 47.20 |
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| Ishares Tr Msci India Etf (INDA) | 0.2 | $1.2M | -6% | 20k | 58.53 |
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| Sempra Energy (SRE) | 0.2 | $1.2M | NEW | 14k | 83.63 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.1M | 24k | 47.21 |
|
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| Curtiss-Wright (CW) | 0.1 | $1.1M | -14% | 3.3k | 328.69 |
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| Tyson Foods Cl A (TSN) | 0.1 | $1.1M | NEW | 18k | 59.56 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.1M | -4% | 4.5k | 237.21 |
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| Ishares Msci Mexico Etf (EWW) | 0.1 | $1.1M | -7% | 20k | 53.71 |
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| Churchill Downs (CHDN) | 0.1 | $1.1M | -14% | 7.8k | 135.21 |
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| Universal Technical Institute (UTI) | 0.1 | $1.0M | -2% | 64k | 16.26 |
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| Magnite Ord (MGNI) | 0.1 | $1.0M | +14% | 75k | 13.85 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.0M | -5% | 4.5k | 225.76 |
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| Molson Coors Beverage CL B (TAP) | 0.1 | $1.0M | -3% | 18k | 57.52 |
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| Immersion Corporation (IMMR) | 0.1 | $1.0M | -2% | 114k | 8.92 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.0M | 24k | 42.77 |
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| Regions Financial Corporation (RF) | 0.1 | $988k | NEW | 42k | 23.33 |
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| Fifth Third Ban (FITB) | 0.1 | $981k | NEW | 23k | 42.84 |
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| Aspen Aerogels (ASPN) | 0.1 | $974k | 35k | 27.69 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $963k | 2.9k | 326.73 |
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| First Ban (FBNC) | 0.1 | $953k | -24% | 23k | 41.59 |
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| Aaon Com Par $0.004 (AAON) | 0.1 | $951k | -2% | 8.8k | 107.84 |
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| CNA Financial Corporation (CNA) | 0.1 | $935k | 19k | 48.94 |
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| NVIDIA Corporation (NVDA) | 0.1 | $899k | -2% | 7.4k | 121.45 |
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| Aar (AIR) | 0.1 | $897k | -8% | 14k | 65.36 |
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| Manhattan Associates (MANH) | 0.1 | $896k | +2% | 3.2k | 281.38 |
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| Fmc Corp Com New (FMC) | 0.1 | $875k | +5% | 13k | 65.94 |
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| Globus Med Cl A (GMED) | 0.1 | $855k | -2% | 12k | 71.54 |
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| Comerica Incorporated (CMA) | 0.1 | $854k | NEW | 14k | 59.91 |
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| Spx Corp (SPXC) | 0.1 | $847k | -20% | 5.3k | 159.46 |
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| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $829k | -20% | 15k | 55.40 |
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| Apa Corporation (APA) | 0.1 | $823k | -4% | 34k | 24.46 |
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| Performant Finl (PFMT) | 0.1 | $821k | -2% | 220k | 3.74 |
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| Best Buy (BBY) | 0.1 | $817k | NEW | 7.9k | 103.30 |
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| InfuSystem Holdings (INFU) | 0.1 | $798k | +13% | 119k | 6.70 |
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| Steris Shs Usd (STE) | 0.1 | $798k | -2% | 3.3k | 242.54 |
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| Loews Corporation (L) | 0.1 | $795k | -2% | 10k | 79.05 |
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| Whirlpool Corporation (WHR) | 0.1 | $782k | NEW | 7.3k | 107.00 |
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| Knife River Corp Common Stock (KNF) | 0.1 | $777k | -2% | 8.7k | 89.39 |
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| Everest Re Group (EG) | 0.1 | $759k | -2% | 1.9k | 391.83 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $746k | 2.6k | 283.16 |
|
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $728k | -17% | 7.5k | 97.20 |
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| Blackbaud (BLKB) | 0.1 | $720k | 8.5k | 84.68 |
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| Mohawk Industries (MHK) | 0.1 | $712k | -2% | 4.4k | 160.68 |
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| Generac Holdings (GNRC) | 0.1 | $712k | +170% | 4.5k | 158.88 |
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| Swk Hldgs Corp Com New (SWKH) | 0.1 | $706k | 41k | 17.29 |
|
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| Now (DNOW) | 0.1 | $694k | -4% | 54k | 12.93 |
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| Domino's Pizza (DPZ) | 0.1 | $668k | -2% | 1.6k | 430.14 |
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| Cryoport Com Par $0.001 (CYRX) | 0.1 | $643k | +134% | 79k | 8.11 |
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| Fluor Corporation (FLR) | 0.1 | $641k | 13k | 47.71 |
|
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| National Fuel Gas (NFG) | 0.1 | $623k | -2% | 10k | 60.61 |
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| Icon SHS (ICLR) | 0.1 | $619k | -37% | 2.2k | 287.31 |
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| Costco Wholesale Corporation (COST) | 0.1 | $612k | -3% | 690.00 | 886.52 |
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| Harvard Bioscience (HBIO) | 0.1 | $608k | +9% | 226k | 2.69 |
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| First Industrial Realty Trust (FR) | 0.1 | $597k | -2% | 11k | 55.98 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $583k | +84% | 10k | 56.73 |
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| Hubbell (HUBB) | 0.1 | $566k | 1.3k | 428.35 |
|
|
| Hometrust Bancshares (HTBI) | 0.1 | $560k | -3% | 16k | 34.08 |
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| Amentum Holdings | 0.1 | $560k | NEW | 17k | 32.25 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $559k | -12% | 974.00 | 573.76 |
|
| Optimizerx Corp Com New (OPRX) | 0.1 | $520k | +8% | 67k | 7.72 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $515k | -4% | 5.8k | 89.37 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $511k | -27% | 6.2k | 83.15 |
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| Twilio Cl A (TWLO) | 0.1 | $483k | -3% | 7.4k | 65.22 |
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| Apple Hospitality Reit Com New (APLE) | 0.1 | $483k | -2% | 33k | 14.85 |
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| Lowe's Companies (LOW) | 0.1 | $482k | -14% | 1.8k | 270.85 |
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| Hackett (HCKT) | 0.1 | $477k | -2% | 18k | 26.27 |
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| Semler Scientific (SMLR) | 0.1 | $471k | -3% | 20k | 23.55 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $468k | -4% | 7.9k | 59.23 |
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| Hexcel Corporation (HXL) | 0.1 | $467k | -3% | 7.6k | 61.83 |
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| Icad Com New (ICAD) | 0.1 | $461k | -2% | 295k | 1.56 |
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| Park National Corporation (PRK) | 0.1 | $460k | -2% | 2.7k | 167.98 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $441k | -4% | 5.0k | 87.80 |
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| Pegasystems (PEGA) | 0.1 | $436k | NEW | 6.0k | 73.09 |
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| CONMED Corporation (CNMD) | 0.1 | $433k | 6.0k | 71.92 |
|
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| Incyte Corporation (INCY) | 0.1 | $433k | NEW | 6.5k | 66.10 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $425k | 4.3k | 98.16 |
|
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| Caterpillar (CAT) | 0.1 | $420k | -5% | 1.1k | 391.12 |
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| Schrodinger (SDGR) | 0.1 | $419k | -3% | 23k | 18.55 |
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| Joint (JYNT) | 0.1 | $399k | -2% | 35k | 11.44 |
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| Quicklogic Corp Com New (QUIK) | 0.1 | $395k | 52k | 7.67 |
|
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| Celsius Hldgs Com New (CELH) | 0.0 | $382k | 12k | 31.36 |
|
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| Advanced Micro Devices (AMD) | 0.0 | $374k | -93% | 2.3k | 164.08 |
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| Home Depot (HD) | 0.0 | $372k | 917.00 | 405.20 |
|
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| Edwards Lifesciences (EW) | 0.0 | $368k | -90% | 5.6k | 65.99 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $367k | 4.4k | 83.75 |
|
|
| Magnachip Semiconductor Corp (MX) | 0.0 | $357k | -4% | 76k | 4.67 |
|
| Aehr Test Systems (AEHR) | 0.0 | $356k | -2% | 28k | 12.85 |
|
| ConocoPhillips (COP) | 0.0 | $340k | -93% | 3.2k | 105.28 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $327k | -2% | 7.0k | 46.98 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $322k | +2% | 14k | 23.17 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $322k | +4% | 24k | 13.43 |
|
| Applied Materials (AMAT) | 0.0 | $321k | -95% | 1.6k | 202.05 |
|
| Apyx Medical Corporation (APYX) | 0.0 | $320k | -3% | 258k | 1.24 |
|
| Visa Com Cl A (V) | 0.0 | $304k | 1.1k | 274.95 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $297k | -92% | 2.5k | 119.07 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $294k | -95% | 7.9k | 37.20 |
|
| Rambus (RMBS) | 0.0 | $288k | +14% | 6.8k | 42.22 |
|
| South State Corporation (SSB) | 0.0 | $286k | -15% | 2.9k | 97.18 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $283k | 5.4k | 52.81 |
|
|
| Couchbase (BASE) | 0.0 | $280k | -4% | 17k | 16.12 |
|
| New York Life Investments Et Nyli Hedge Multi (QAI) | 0.0 | $277k | +3% | 8.6k | 32.08 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $275k | -14% | 557.00 | 493.80 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $270k | -93% | 733.00 | 368.53 |
|
| Arista Networks (ANET) | 0.0 | $261k | 680.00 | 383.82 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $257k | -13% | 2.1k | 121.16 |
|
| Vulcan Materials Company (VMC) | 0.0 | $254k | -5% | 1.0k | 250.43 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $252k | -95% | 898.00 | 280.47 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $232k | -95% | 2.2k | 106.12 |
|
| Merck & Co (MRK) | 0.0 | $219k | -86% | 1.9k | 113.59 |
|
| Abbott Laboratories (ABT) | 0.0 | $219k | 1.9k | 114.01 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $216k | NEW | 2.8k | 78.03 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $213k | +3% | 4.5k | 47.13 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $207k | NEW | 2.2k | 95.75 |
|
| Coupang Cl A (CPNG) | 0.0 | $203k | -95% | 8.3k | 24.55 |
|
| Symbotic Class A Com (SYM) | 0.0 | $203k | -3% | 8.3k | 24.39 |
|
| Starbucks Corporation (SBUX) | 0.0 | $200k | NEW | 2.1k | 97.49 |
|
| Liqtech Intl (LIQT) | 0.0 | $118k | -3% | 46k | 2.56 |
|
Past Filings by Greenwood Capital Associates
SEC 13F filings are viewable for Greenwood Capital Associates going back to 2010
- Greenwood Capital Associates 2024 Q3 filed Oct. 30, 2024
- Greenwood Capital Associates 2024 Q2 filed Aug. 8, 2024
- Greenwood Capital Associates 2024 Q1 filed May 1, 2024
- Greenwood Capital Associates 2023 Q4 filed March 5, 2024
- Greenwood Capital Associates 2023 Q4 amended filed March 5, 2024
- Greenwood Capital Associates 2023 Q3 filed Oct. 18, 2023
- Greenwood Capital Associates 2023 Q2 filed Aug. 7, 2023
- Greenwood Capital Associates 2023 Q1 filed May 12, 2023
- Greenwood Capital Associates 2022 Q4 filed Jan. 26, 2023
- Greenwood Capital Associates 2022 Q3 filed Nov. 10, 2022
- Greenwood Capital Associates 2022 Q2 filed Aug. 10, 2022
- Greenwood Capital Associates 2022 Q1 filed May 10, 2022
- Greenwood Capital Associates 2021 Q4 filed Feb. 3, 2022
- Greenwood Capital Associates 2021 Q3 filed Oct. 27, 2021
- Greenwood Capital Associates 2021 Q2 filed Aug. 16, 2021
- Greenwood Capital Associates 2021 Q1 filed May 14, 2021