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 LW, BP, Ea Series Trust, TDW, DOW, CHRD, MOH, KVUE, HGER, SHV. CGDV, TNDM, AMBA, JMBS, CFG, OTTR, NBTB, MRK, ZETA, ITOT, HALO, DVN, OCFC.
- 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, UL, 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 (CMA) | 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 | 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