Greenwood Capital Associates
Latest statistics and disclosures from Greenwood Capital Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, GOOGL, MSFT, BBEU, and represent 18.74% of Greenwood Capital Associates's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$5.5M), DHR, DVN, QCOM, VMBS, CGDV, NKE, DFAX, JIRE, DVY.
- Started 23 new stock positions in JMBS, NBTB, HALO, SHV, TDW, DOW, CHRD, ZETA, MOH, TNDM. BP, USEW, MRK, OTTR, HGER, OCFC, DVN, ITOT, CFG, KVUE, CGDV, LW, AMBA.
- Reduced shares in these 10 stocks: BIDU (-$7.0M), , GOOGL, AMD, APH, IEF, ASML, JHG, TEVA, SNV.
- Sold out of its positions in YEAR, HYFI, SYFI, ABT, BIDU, CAVA, LNG, FIX, EHC, FBNC. INFU, JPIE, MANH, OLLI, SDGR, TWLO, Unilever, Viper Energy, JHG, ONON, CNH, LYB.
- Greenwood Capital Associates was a net buyer of stock by $26M.
- Greenwood Capital Associates has $921M in assets under management (AUM), dropping by 6.27%.
- Central Index Key (CIK): 0001161822
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Portfolio Holdings for Greenwood Capital Associates
Greenwood Capital Associates holds 256 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $41M | 60k | 684.94 |
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| Apple (AAPL) | 4.3 | $40M | 147k | 271.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $33M | -8% | 105k | 313.00 |
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| Microsoft Corporation (MSFT) | 3.4 | $31M | +2% | 65k | 483.62 |
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| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 3.0 | $28M | +4% | 379k | 73.30 |
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| Amazon (AMZN) | 2.1 | $19M | -3% | 82k | 230.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $17M | 34k | 502.65 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 1.6 | $15M | 137k | 107.35 |
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| Ishares Msci Emrg Chn (EMXC) | 1.5 | $14M | +5% | 193k | 72.68 |
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| International Business Machines (IBM) | 1.5 | $14M | -2% | 46k | 296.21 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $14M | +2% | 136k | 99.88 |
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| Eli Lilly & Co. (LLY) | 1.5 | $13M | -5% | 12k | 1074.66 |
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| Ishares Tr Core Msci Pac (IPAC) | 1.4 | $13M | +7% | 177k | 73.21 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.4 | $13M | +24% | 390k | 32.73 |
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| Broadcom (AVGO) | 1.3 | $12M | -3% | 36k | 346.10 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $12M | -2% | 38k | 322.22 |
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| Ishares Tr Core Msci Total (IXUS) | 1.2 | $12M | +6% | 136k | 84.64 |
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| Johnson & Johnson (JNJ) | 1.1 | $10M | -3% | 49k | 206.95 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.1 | $10M | -12% | 323k | 31.21 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.1 | $10M | 171k | 58.73 |
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| Morgan Stanley Com New (MS) | 1.1 | $9.9M | -4% | 56k | 177.53 |
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| Palo Alto Networks (PANW) | 1.0 | $9.6M | +4% | 52k | 184.20 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.0 | $9.6M | +28% | 128k | 74.88 |
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| Meta Platforms Cl A (META) | 1.0 | $9.2M | +6% | 14k | 660.09 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 1.0 | $9.0M | +11% | 122k | 74.17 |
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| Regeneron Pharmaceuticals (REGN) | 1.0 | $8.9M | -8% | 12k | 771.87 |
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| Cisco Systems (CSCO) | 0.9 | $8.7M | 114k | 77.03 |
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| Nike CL B (NKE) | 0.9 | $8.6M | +41% | 134k | 63.71 |
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| Nextera Energy (NEE) | 0.9 | $8.5M | -2% | 105k | 80.28 |
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| Texas Instruments Incorporated (TXN) | 0.9 | $8.4M | +21% | 49k | 173.49 |
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| Mid-America Apartment (MAA) | 0.9 | $8.4M | +4% | 61k | 138.91 |
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| Medtronic SHS (MDT) | 0.9 | $8.1M | 85k | 96.06 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $7.9M | 66k | 120.34 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $7.9M | -19% | 7.4k | 1069.86 |
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| Home Depot (HD) | 0.9 | $7.8M | +24% | 23k | 344.10 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.8 | $7.6M | +2% | 134k | 56.81 |
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| CRH Ord (CRH) | 0.8 | $7.5M | -5% | 60k | 124.80 |
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| Ge Aerospace Com New (GE) | 0.8 | $7.3M | -3% | 24k | 308.03 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $7.2M | 109k | 66.00 |
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| TJX Companies (TJX) | 0.8 | $7.1M | -3% | 46k | 153.61 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.8 | $7.0M | +77% | 149k | 47.08 |
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| Wal-Mart Stores (WMT) | 0.8 | $7.0M | -2% | 63k | 111.41 |
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| Huntington Bancshares Incorporated (HBAN) | 0.7 | $6.6M | +33% | 382k | 17.35 |
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| Cme (CME) | 0.7 | $6.6M | 24k | 273.08 |
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| McDonald's Corporation (MCD) | 0.7 | $6.5M | +34% | 21k | 305.63 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.7 | $6.5M | -24% | 68k | 96.16 |
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| Victory Portfolios Ii Core Intermediat (UITB) | 0.7 | $6.4M | +41% | 135k | 47.35 |
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| Bank of America Corporation (BAC) | 0.7 | $6.4M | -2% | 116k | 55.00 |
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| Amphenol Corp Cl A (APH) | 0.7 | $6.3M | -30% | 47k | 135.14 |
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| Albemarle Corporation (ALB) | 0.7 | $6.0M | -15% | 43k | 141.44 |
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| Stryker Corporation (SYK) | 0.6 | $6.0M | -5% | 17k | 351.46 |
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| Motorola Solutions Com New (MSI) | 0.6 | $5.9M | +13% | 15k | 383.32 |
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| Netflix (NFLX) | 0.6 | $5.9M | +1279% | 63k | 93.76 |
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| Walt Disney Company (DIS) | 0.6 | $5.6M | +8% | 50k | 113.77 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $5.6M | -3% | 12k | 453.36 |
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| Eaton Corp SHS (ETN) | 0.6 | $5.4M | 17k | 318.51 |
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| Deere & Company (DE) | 0.6 | $5.4M | -4% | 12k | 465.57 |
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| Coca-Cola Company (KO) | 0.6 | $5.4M | -2% | 77k | 69.91 |
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| Constellation Energy (CEG) | 0.6 | $5.4M | 15k | 353.27 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $5.2M | 8.5k | 614.31 |
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| Lauder Estee Cos Cl A (EL) | 0.6 | $5.2M | +20% | 49k | 104.72 |
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| EOG Resources (EOG) | 0.6 | $5.2M | -2% | 49k | 105.01 |
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| Ishares Tr Msci China Etf (MCHI) | 0.6 | $5.1M | +3% | 84k | 60.07 |
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| Danaher Corporation (DHR) | 0.5 | $5.0M | +420% | 22k | 228.92 |
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| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.5 | $5.0M | +7% | 53k | 93.00 |
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| UnitedHealth (UNH) | 0.5 | $4.9M | 15k | 330.11 |
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| Qualcomm (QCOM) | 0.5 | $4.8M | +181% | 28k | 171.05 |
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| Amgen (AMGN) | 0.5 | $4.6M | -2% | 14k | 327.31 |
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| Diamondback Energy (FANG) | 0.5 | $4.3M | 29k | 150.33 |
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| Chubb (CB) | 0.5 | $4.3M | -3% | 14k | 312.12 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.3M | 14k | 313.80 |
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| Advanced Micro Devices (AMD) | 0.5 | $4.2M | -43% | 20k | 214.16 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.4 | $4.1M | +12% | 73k | 55.80 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.4 | $4.0M | +51% | 53k | 75.77 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.4 | $4.0M | +44% | 95k | 41.70 |
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| Apollo Global Mgmt (APO) | 0.4 | $4.0M | -5% | 27k | 144.76 |
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| Trane Technologies SHS (TT) | 0.4 | $3.9M | 10k | 389.20 |
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| Jacobs Engineering Group (J) | 0.4 | $3.9M | 29k | 132.46 |
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| Emerson Electric (EMR) | 0.4 | $3.9M | 29k | 132.72 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.4 | $3.9M | +24% | 50k | 77.02 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $3.3M | +105% | 78k | 42.69 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $3.3M | +7% | 28k | 117.21 |
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| Devon Energy Corporation (DVN) | 0.4 | $3.3M | NEW | 89k | 36.63 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $3.1M | +187% | 22k | 141.14 |
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| Verizon Communications (VZ) | 0.3 | $3.1M | +18% | 75k | 40.73 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $3.0M | -3% | 25k | 120.18 |
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| Automatic Data Processing (ADP) | 0.3 | $3.0M | -3% | 12k | 257.23 |
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| First Horizon National Corporation (FHN) | 0.3 | $2.9M | 123k | 23.90 |
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| Marvell Technology (MRVL) | 0.3 | $2.9M | 35k | 84.98 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $2.9M | 9.5k | 302.11 |
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| Oracle Corporation (ORCL) | 0.3 | $2.8M | -2% | 15k | 194.91 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.3 | $2.7M | NEW | 61k | 43.64 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $2.6M | 52k | 50.79 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.3 | $2.3M | 123k | 18.91 |
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| Chevron Corporation (CVX) | 0.2 | $2.2M | +6% | 15k | 152.41 |
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| Prudential Financial (PRU) | 0.2 | $2.2M | +3% | 19k | 112.88 |
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| Fidelity Covington Trust Enhanced Small (FESM) | 0.2 | $2.2M | +44% | 57k | 37.78 |
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| Dominion Resources (D) | 0.2 | $2.2M | +28% | 37k | 58.59 |
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.2 | $2.1M | +46% | 33k | 64.38 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.2 | $2.1M | +50% | 31k | 68.45 |
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| Fifth Third Ban (FITB) | 0.2 | $2.1M | +10% | 45k | 46.81 |
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| Oneok (OKE) | 0.2 | $2.1M | 28k | 73.50 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $2.1M | 78k | 26.32 |
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| Key (KEY) | 0.2 | $2.1M | +6% | 99k | 20.64 |
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| Regions Financial Corporation (RF) | 0.2 | $2.0M | +5% | 74k | 27.10 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.0M | 64k | 30.96 |
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| PNC Financial Services (PNC) | 0.2 | $1.8M | +4% | 8.8k | 208.73 |
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| Invesco SHS (IVZ) | 0.2 | $1.8M | -3% | 70k | 26.27 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.8M | +105% | 9.7k | 186.51 |
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| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.2 | $1.8M | +26% | 55k | 32.49 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $1.7M | 34k | 51.77 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.7M | 32k | 53.94 |
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| Lincoln National Corporation (LNC) | 0.2 | $1.7M | +2% | 38k | 44.53 |
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| Principal Financial (PFG) | 0.2 | $1.7M | +17% | 19k | 88.21 |
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| Tanger Factory Outlet Centers (SKT) | 0.2 | $1.7M | +5% | 51k | 33.37 |
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| Sempra Energy (SRE) | 0.2 | $1.7M | +5% | 19k | 88.29 |
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| Tyson Foods Cl A (TSN) | 0.2 | $1.6M | 28k | 58.62 |
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| CVS Caremark Corporation (CVS) | 0.2 | $1.6M | +4% | 20k | 79.36 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.5M | +14% | 3.2k | 483.64 |
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| New Jersey Resources Corporation (NJR) | 0.2 | $1.5M | +6% | 33k | 46.12 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $1.5M | +13% | 26k | 57.49 |
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| Moelis & Co Cl A (MC) | 0.2 | $1.5M | 21k | 68.74 |
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| Citizens Financial (CFG) | 0.2 | $1.5M | NEW | 25k | 58.41 |
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| Nutrien (NTR) | 0.2 | $1.4M | +4% | 23k | 61.72 |
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| Comerica Incorporated | 0.2 | $1.4M | -33% | 16k | 86.93 |
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| Best Buy (BBY) | 0.2 | $1.4M | 21k | 66.93 |
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| Pfizer (PFE) | 0.1 | $1.4M | +4% | 55k | 24.90 |
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| Dimensional Etf Trust Global Ex Us Cor (DFGX) | 0.1 | $1.4M | +44% | 26k | 52.63 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $1.3M | +16% | 13k | 100.89 |
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| Lamb Weston Hldgs (LW) | 0.1 | $1.2M | NEW | 29k | 41.89 |
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| Abbvie (ABBV) | 0.1 | $1.2M | +6% | 5.4k | 228.49 |
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| Smurfit Westrock SHS (SW) | 0.1 | $1.2M | +8% | 32k | 38.67 |
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| Wisdomtree Tr Emgring Mkts (EMMF) | 0.1 | $1.2M | +28% | 37k | 31.54 |
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| Skyworks Solutions (SWKS) | 0.1 | $1.2M | 19k | 63.41 |
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| Bunge Global Sa Com Shs (BG) | 0.1 | $1.2M | +5% | 13k | 89.08 |
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| Stanley Black & Decker (SWK) | 0.1 | $1.1M | +5% | 15k | 74.28 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.1M | 23k | 49.21 |
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| General Mills (GIS) | 0.1 | $1.1M | +12% | 24k | 46.50 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.1M | 2.9k | 386.85 |
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| International Paper Company (IP) | 0.1 | $1.1M | +6% | 28k | 39.39 |
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| Ea Series Trust Cambria Us Equal (USEW) | 0.1 | $1.1M | NEW | 22k | 50.76 |
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| Merck & Co (MRK) | 0.1 | $1.1M | NEW | 10k | 105.26 |
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| Whirlpool Corporation (WHR) | 0.1 | $1.1M | +5% | 15k | 72.14 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.1 | $996k | +36% | 36k | 28.06 |
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| BP Sponsored Adr (BP) | 0.1 | $987k | NEW | 28k | 34.73 |
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| Lazard Ltd Shs -a - (LAZ) | 0.1 | $978k | +5% | 20k | 48.56 |
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| United Parcel Service CL B (UPS) | 0.1 | $974k | +5% | 9.8k | 99.19 |
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $970k | +6% | 4.8k | 203.05 |
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| Kenvue (KVUE) | 0.1 | $968k | NEW | 56k | 17.25 |
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| S&p Global (SPGI) | 0.1 | $943k | 1.8k | 522.59 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $836k | 2.5k | 335.27 |
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| Dow (DOW) | 0.1 | $794k | NEW | 34k | 23.38 |
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| Lowe's Companies (LOW) | 0.1 | $778k | -2% | 3.2k | 241.16 |
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| Domino's Pizza (DPZ) | 0.1 | $769k | +2% | 1.8k | 416.82 |
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| Pegasystems (PEGA) | 0.1 | $754k | -7% | 13k | 59.72 |
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| Hp (HPQ) | 0.1 | $749k | -41% | 34k | 22.28 |
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| Casey's General Stores (CASY) | 0.1 | $725k | -4% | 1.3k | 552.71 |
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| Globus Med Cl A (GMED) | 0.1 | $724k | -37% | 8.3k | 87.31 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $708k | +32% | 31k | 22.90 |
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| Onto Innovation (ONTO) | 0.1 | $680k | -15% | 4.3k | 157.86 |
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| Mercury Computer Systems (MRCY) | 0.1 | $650k | -5% | 8.9k | 73.01 |
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| Synovus Finl Corp Com New (SNV) | 0.1 | $641k | -65% | 13k | 50.05 |
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| Incyte Corporation (INCY) | 0.1 | $637k | -10% | 6.5k | 98.77 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $637k | 11k | 57.24 |
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| Magnite Ord (MGNI) | 0.1 | $627k | +46% | 39k | 16.23 |
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| Caterpillar (CAT) | 0.1 | $615k | 1.1k | 572.87 |
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| Mohawk Industries (MHK) | 0.1 | $596k | +5% | 5.5k | 109.30 |
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| KB Home (KBH) | 0.1 | $588k | +67% | 10k | 56.41 |
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| Loews Corporation (L) | 0.1 | $588k | -8% | 5.6k | 105.31 |
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| Lattice Semiconductor (LSCC) | 0.1 | $581k | -6% | 7.9k | 73.58 |
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| Hubbell (HUBB) | 0.1 | $579k | 1.3k | 444.11 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $577k | -14% | 1.2k | 487.25 |
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| Okta Cl A (OKTA) | 0.1 | $572k | -24% | 6.6k | 86.47 |
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| Arista Networks Com Shs (ANET) | 0.1 | $566k | +58% | 4.3k | 131.03 |
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| Universal Technical Institute (UTI) | 0.1 | $558k | +11% | 21k | 26.13 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $558k | 14k | 39.59 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $549k | -41% | 41k | 13.25 |
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| Carlyle Group (CG) | 0.1 | $543k | 9.2k | 59.11 |
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| Genius Sports Shares Cl A (GENI) | 0.1 | $542k | +2% | 49k | 11.02 |
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| Glacier Ban (GBCI) | 0.1 | $540k | +10% | 12k | 44.05 |
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| Docusign (DOCU) | 0.1 | $538k | -30% | 7.9k | 68.40 |
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| Harbor Etf Trust Harbor Commodity (HGER) | 0.1 | $536k | NEW | 22k | 24.82 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $536k | -5% | 9.8k | 54.77 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $536k | +7% | 26k | 20.89 |
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| Procter & Gamble Company (PG) | 0.1 | $536k | +30% | 3.7k | 143.31 |
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| Halozyme Therapeutics (HALO) | 0.1 | $525k | NEW | 7.8k | 67.30 |
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| Rambus (RMBS) | 0.1 | $520k | -11% | 5.7k | 91.89 |
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| Caci Intl Cl A (CACI) | 0.1 | $514k | -9% | 964.00 | 532.81 |
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| Fluor Corporation (FLR) | 0.1 | $507k | -6% | 13k | 39.63 |
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| Mosaic (MOS) | 0.1 | $504k | +20% | 21k | 24.09 |
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| Pacira Pharmaceuticals (PCRX) | 0.1 | $500k | +29% | 19k | 25.88 |
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| Chewy Cl A (CHWY) | 0.1 | $497k | 15k | 33.05 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $492k | 7.9k | 62.47 |
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| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $491k | -2% | 7.8k | 63.09 |
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| OceanFirst Financial (OCFC) | 0.1 | $484k | NEW | 27k | 17.95 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.1 | $482k | NEW | 24k | 20.35 |
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| National Fuel Gas (NFG) | 0.1 | $482k | 6.0k | 80.06 |
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| Global X Fds X Emerging Mkt (EMBD) | 0.1 | $469k | +39% | 20k | 24.01 |
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| Illumina (ILMN) | 0.1 | $469k | -7% | 3.6k | 131.16 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $467k | +40% | 24k | 19.39 |
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| Generac Holdings (GNRC) | 0.1 | $462k | +3% | 3.4k | 136.37 |
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| Harbor Etf Trust Scientific High (SIHY) | 0.1 | $461k | +41% | 10k | 45.68 |
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| Everest Re Group (EG) | 0.0 | $452k | -7% | 1.3k | 339.35 |
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| Viper Energy Cl A (VNOM) | 0.0 | $445k | -2% | 12k | 38.63 |
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| First Industrial Realty Trust (FR) | 0.0 | $443k | -5% | 7.7k | 57.27 |
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| Ambarella SHS (AMBA) | 0.0 | $433k | NEW | 6.1k | 70.84 |
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| Tidewater (TDW) | 0.0 | $432k | NEW | 8.5k | 50.51 |
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| Kirby Corporation (KEX) | 0.0 | $424k | -29% | 3.8k | 110.18 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $420k | -11% | 6.0k | 70.12 |
|
| Park National Corporation (PRK) | 0.0 | $417k | 2.7k | 152.18 |
|
|
| Spx Corp (SPXC) | 0.0 | $415k | -4% | 2.1k | 200.06 |
|
| New York Life Investments Et Nyli Hedge Multi (QAI) | 0.0 | $413k | +4% | 12k | 33.51 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $411k | +28% | 602.00 | 681.92 |
|
| Hub Group Cl A (HUBG) | 0.0 | $400k | +5% | 9.4k | 42.61 |
|
| Molina Healthcare (MOH) | 0.0 | $397k | NEW | 2.3k | 173.54 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $394k | 1.3k | 314.80 |
|
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $394k | +15% | 12k | 33.29 |
|
| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.0 | $392k | +25% | 16k | 25.01 |
|
| Exelixis (EXEL) | 0.0 | $389k | -8% | 8.9k | 43.83 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $386k | +27% | 5.4k | 70.99 |
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $385k | -3% | 8.3k | 46.68 |
|
| Curtiss-Wright (CW) | 0.0 | $380k | -8% | 690.00 | 551.27 |
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.0 | $375k | +31% | 15k | 25.17 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $373k | +30% | 9.8k | 37.87 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $367k | 4.4k | 83.75 |
|
|
| Hexcel Corporation (HXL) | 0.0 | $366k | -11% | 5.0k | 73.90 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $355k | 1.9k | 183.40 |
|
|
| Agf Invts Tr Us Market Netrl (BTAL) | 0.0 | $349k | +46% | 24k | 14.39 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $346k | +25% | 1.2k | 290.22 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $345k | +76% | 2.4k | 143.97 |
|
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $337k | NEW | 15k | 21.98 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $334k | +20% | 387.00 | 862.34 |
|
| Otter Tail Corporation (OTTR) | 0.0 | $333k | NEW | 4.1k | 80.81 |
|
| NBT Ban (NBTB) | 0.0 | $332k | NEW | 8.0k | 41.52 |
|
| Eagle Materials (EXP) | 0.0 | $330k | +8% | 1.6k | 206.68 |
|
| Fortune Brands (FBIN) | 0.0 | $324k | +16% | 6.5k | 50.02 |
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $320k | NEW | 3.5k | 92.70 |
|
| Visa Com Cl A (V) | 0.0 | $313k | 892.00 | 350.71 |
|
|
| Baxter International (BAX) | 0.0 | $309k | +3% | 16k | 19.11 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $305k | 3.2k | 96.03 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $302k | NEW | 2.0k | 148.69 |
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $298k | 3.7k | 80.74 |
|
|
| First Tr Exchange Traded Nasdaq Bk Etf (FTXO) | 0.0 | $298k | 7.9k | 37.79 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $288k | +17% | 6.1k | 47.02 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $284k | NEW | 6.2k | 45.69 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $279k | +4% | 6.1k | 45.84 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $278k | NEW | 2.5k | 110.15 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $266k | 2.2k | 123.26 |
|
|
| Pepsi (PEP) | 0.0 | $264k | -5% | 1.8k | 143.52 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $256k | -5% | 1.6k | 155.12 |
|
| Vulcan Materials Company (VMC) | 0.0 | $252k | -12% | 885.00 | 285.22 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $231k | -45% | 583.00 | 396.31 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $218k | 2.1k | 105.69 |
|
|
| Fmc Corp Com New (FMC) | 0.0 | $216k | -42% | 16k | 13.87 |
|
| Apyx Medical Corporation (APYX) | 0.0 | $80k | 23k | 3.50 |
|
|
| Harvard Bioscience (HBIO) | 0.0 | $19k | 28k | 0.67 |
|
Past Filings by Greenwood Capital Associates
SEC 13F filings are viewable for Greenwood Capital Associates going back to 2010
- Greenwood Capital Associates 2025 Q4 filed Jan. 26, 2026
- Greenwood Capital Associates 2025 Q3 filed Oct. 16, 2025
- Greenwood Capital Associates 2025 Q2 filed July 21, 2025
- Greenwood Capital Associates 2025 Q1 filed April 15, 2025
- Greenwood Capital Associates 2024 Q4 filed Jan. 27, 2025
- 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