Greenwood Capital Associates
Latest statistics and disclosures from Greenwood Capital Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, MSFT, GOOGL, BBEU, and represent 18.88% of Greenwood Capital Associates's stock portfolio.
- Added to shares of these 10 stocks: NKE (+$5.9M), ALB, ETN, MRVL, DE, UNH, PFFD, IBM, ASML, LLY.
- Started 28 new stock positions in VNOM, HYFI, FBIN, ABT, ST, SW, KBH, IGLD, MRVL, UCON.
- Reduced shares in these 10 stocks: ORCL (-$8.0M), , HON (-$5.4M), PG, APH, , NVO, AVGO, IVV, GOOGL.
- Sold out of its positions in AAON, ALAB, CNA, GTLS, DLR, HCKT, HON, ICAD, INTC, SHY. SMMD, KNF, LKQ, NVO, DNOW, SMG, SOFI, SCCO, SBUX, ACN, STX, STE.
- Greenwood Capital Associates was a net buyer of stock by $7.0M.
- Greenwood Capital Associates has $867M in assets under management (AUM), dropping by 7.79%.
- Central Index Key (CIK): 0001161822
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Portfolio Holdings for Greenwood Capital Associates
Greenwood Capital Associates holds 255 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.7 | $40M | -5% | 60k | 669.30 |
|
| Apple (AAPL) | 4.3 | $37M | 147k | 254.63 |
|
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| Microsoft Corporation (MSFT) | 3.8 | $33M | 63k | 517.95 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $28M | -7% | 115k | 243.10 |
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| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 2.9 | $25M | +3% | 363k | 69.61 |
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| Amazon (AMZN) | 2.2 | $19M | +3% | 85k | 219.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $17M | +3% | 35k | 502.74 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 1.7 | $15M | 137k | 107.44 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $13M | +2% | 133k | 100.25 |
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| International Business Machines (IBM) | 1.5 | $13M | +20% | 47k | 282.16 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $12M | -4% | 39k | 315.43 |
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| Ishares Msci Emrg Chn (EMXC) | 1.4 | $12M | +4% | 183k | 67.51 |
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| Broadcom (AVGO) | 1.4 | $12M | -22% | 37k | 329.91 |
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| Ishares Tr Core Msci Pac (IPAC) | 1.4 | $12M | 165k | 73.43 |
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| Ishares Tr Core Msci Total (IXUS) | 1.2 | $11M | 128k | 82.58 |
|
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| Palo Alto Networks (PANW) | 1.2 | $10M | +16% | 50k | 203.62 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.2 | $10M | 171k | 58.85 |
|
|
| Eli Lilly & Co. (LLY) | 1.2 | $10M | +25% | 13k | 762.99 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.1 | $9.9M | +19% | 314k | 31.38 |
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| Meta Platforms Cl A (META) | 1.1 | $9.6M | 13k | 734.38 |
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| Johnson & Johnson (JNJ) | 1.1 | $9.4M | -2% | 51k | 185.42 |
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| Morgan Stanley Com New (MS) | 1.1 | $9.3M | -7% | 59k | 158.96 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $8.8M | +34% | 9.1k | 968.09 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.0 | $8.6M | 90k | 96.46 |
|
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| Amphenol Corp Cl A (APH) | 1.0 | $8.4M | -34% | 68k | 123.75 |
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| Medtronic SHS (MDT) | 0.9 | $8.2M | +2% | 86k | 95.24 |
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| Nextera Energy (NEE) | 0.9 | $8.2M | +11% | 108k | 75.49 |
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| Mid-America Apartment (MAA) | 0.9 | $8.1M | +2% | 58k | 139.73 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.9 | $7.9M | +27% | 109k | 72.44 |
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| Cisco Systems (CSCO) | 0.9 | $7.8M | +27% | 115k | 68.42 |
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| CRH Ord (CRH) | 0.9 | $7.6M | -4% | 64k | 119.90 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.9 | $7.5M | +17% | 370k | 20.20 |
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| Home Depot (HD) | 0.9 | $7.4M | +7% | 18k | 405.19 |
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| Ge Aerospace Com New (GE) | 0.9 | $7.4M | -6% | 25k | 300.82 |
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| Texas Instruments Incorporated (TXN) | 0.8 | $7.4M | +19% | 40k | 183.73 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $7.4M | 65k | 112.75 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.8 | $7.3M | +20% | 100k | 73.54 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.8 | $7.3M | +3% | 131k | 55.33 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $7.1M | -14% | 109k | 65.26 |
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| Regeneron Pharmaceuticals (REGN) | 0.8 | $7.1M | -2% | 13k | 562.27 |
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| Baidu Spon Adr Rep A (BIDU) | 0.8 | $7.0M | +36% | 53k | 131.77 |
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| TJX Companies (TJX) | 0.8 | $6.9M | 48k | 144.54 |
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| Stryker Corporation (SYK) | 0.8 | $6.7M | +5% | 18k | 369.66 |
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| Nike CL B (NKE) | 0.8 | $6.6M | +789% | 95k | 69.73 |
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| Wal-Mart Stores (WMT) | 0.8 | $6.6M | +14% | 64k | 103.06 |
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| Cme (CME) | 0.8 | $6.6M | 24k | 270.19 |
|
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| Eaton Corp SHS (ETN) | 0.7 | $6.5M | +93% | 17k | 374.25 |
|
| Motorola Solutions Com New (MSI) | 0.7 | $6.2M | +47% | 14k | 457.29 |
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| Bank of America Corporation (BAC) | 0.7 | $6.1M | 119k | 51.59 |
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| EOG Resources (EOG) | 0.6 | $5.6M | 50k | 112.12 |
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| Deere & Company (DE) | 0.6 | $5.6M | +89% | 12k | 457.26 |
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| Advanced Micro Devices (AMD) | 0.6 | $5.6M | -14% | 34k | 161.79 |
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| Netflix (NFLX) | 0.6 | $5.4M | -7% | 4.5k | 1198.92 |
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| Ishares Tr Msci China Etf (MCHI) | 0.6 | $5.4M | 82k | 65.85 |
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| Walt Disney Company (DIS) | 0.6 | $5.2M | +8% | 46k | 114.50 |
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| Coca-Cola Company (KO) | 0.6 | $5.2M | 79k | 66.32 |
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| UnitedHealth (UNH) | 0.6 | $5.2M | +85% | 15k | 345.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $5.0M | 8.4k | 600.37 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $5.0M | +24% | 13k | 391.64 |
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| Constellation Energy (CEG) | 0.6 | $5.0M | -4% | 15k | 329.07 |
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| Huntington Bancshares Incorporated (HBAN) | 0.6 | $5.0M | 287k | 17.27 |
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| McDonald's Corporation (MCD) | 0.6 | $4.8M | 16k | 303.89 |
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| Victory Portfolios Ii Core Intermediat (UITB) | 0.5 | $4.5M | +67% | 95k | 47.52 |
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| Jacobs Engineering Group (J) | 0.5 | $4.4M | 30k | 149.86 |
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| Trane Technologies SHS (TT) | 0.5 | $4.4M | 10k | 421.96 |
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| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.5 | $4.3M | +6% | 50k | 87.23 |
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| Cheniere Energy Com New (LNG) | 0.5 | $4.3M | +44% | 18k | 234.98 |
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| Oracle Corporation (ORCL) | 0.5 | $4.2M | -65% | 15k | 281.24 |
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| Amgen (AMGN) | 0.5 | $4.1M | 15k | 282.20 |
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| Albemarle Corporation (ALB) | 0.5 | $4.1M | NEW | 50k | 81.08 |
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| Diamondback Energy (FANG) | 0.5 | $4.1M | 28k | 143.10 |
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| Chubb (CB) | 0.5 | $4.0M | +12% | 14k | 282.25 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $3.9M | 84k | 46.96 |
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| Emerson Electric (EMR) | 0.4 | $3.9M | -26% | 30k | 131.18 |
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| Apollo Global Mgmt (APO) | 0.4 | $3.9M | 29k | 133.27 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.4 | $3.7M | +13% | 65k | 56.86 |
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| Lauder Estee Cos Cl A (EL) | 0.4 | $3.6M | +81% | 41k | 88.12 |
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| Automatic Data Processing (ADP) | 0.4 | $3.5M | 12k | 293.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.3M | 14k | 243.55 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $3.3M | 38k | 87.21 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $3.2M | 26k | 123.75 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $3.1M | 26k | 118.83 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $3.0M | +17% | 40k | 75.11 |
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| Marvell Technology (MRVL) | 0.3 | $3.0M | NEW | 35k | 84.07 |
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| First Horizon National Corporation (FHN) | 0.3 | $2.8M | -14% | 125k | 22.61 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $2.8M | 9.4k | 297.62 |
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| Verizon Communications (VZ) | 0.3 | $2.8M | 64k | 43.95 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.3 | $2.7M | +26% | 66k | 41.12 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.3 | $2.5M | +31% | 35k | 72.26 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.3 | $2.3M | NEW | 120k | 19.43 |
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| Chevron Corporation (CVX) | 0.2 | $2.1M | 14k | 155.29 |
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| Oneok (OKE) | 0.2 | $2.0M | +16% | 28k | 72.97 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.0M | -52% | 65k | 31.62 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $2.0M | -12% | 52k | 39.22 |
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| Prudential Financial (PRU) | 0.2 | $1.9M | -2% | 19k | 103.74 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $1.9M | 80k | 23.65 |
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| Regions Financial Corporation (RF) | 0.2 | $1.9M | -2% | 71k | 26.37 |
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| Janus Henderson Group Ord Shs (JHG) | 0.2 | $1.8M | 41k | 44.51 |
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| Fifth Third Ban (FITB) | 0.2 | $1.8M | 40k | 44.55 |
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| Synovus Finl Corp Com New (SNV) | 0.2 | $1.8M | -2% | 37k | 49.08 |
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| Key (KEY) | 0.2 | $1.7M | 94k | 18.69 |
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| Dominion Resources (D) | 0.2 | $1.7M | 29k | 61.17 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $1.7M | 33k | 52.22 |
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| PNC Financial Services (PNC) | 0.2 | $1.7M | -2% | 8.5k | 200.93 |
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| Comerica Incorporated (CMA) | 0.2 | $1.7M | -2% | 25k | 68.52 |
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| Qualcomm (QCOM) | 0.2 | $1.7M | -4% | 10k | 166.36 |
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| Invesco SHS (IVZ) | 0.2 | $1.7M | -3% | 72k | 22.94 |
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| Sempra Energy (SRE) | 0.2 | $1.6M | 18k | 89.98 |
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| Tanger Factory Outlet Centers (SKT) | 0.2 | $1.6M | +37% | 48k | 33.84 |
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| Hp (HPQ) | 0.2 | $1.6M | +27% | 57k | 27.23 |
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| Best Buy (BBY) | 0.2 | $1.5M | +18% | 20k | 75.62 |
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| Tyson Foods Cl A (TSN) | 0.2 | $1.5M | 28k | 54.30 |
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| Lincoln National Corporation (LNC) | 0.2 | $1.5M | -2% | 38k | 40.33 |
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| Moelis & Co Cl A (MC) | 0.2 | $1.5M | -4% | 21k | 71.32 |
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| New Jersey Resources Corporation (NJR) | 0.2 | $1.5M | 31k | 48.15 |
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| Fidelity Covington Trust Enhanced Small (FESM) | 0.2 | $1.4M | +13% | 40k | 36.56 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.4M | 32k | 45.10 |
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| CVS Caremark Corporation (CVS) | 0.2 | $1.4M | 19k | 75.39 |
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| Skyworks Solutions (SWKS) | 0.2 | $1.4M | +120% | 18k | 76.98 |
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.2 | $1.4M | +20% | 22k | 63.43 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $1.4M | 11k | 124.34 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.2 | $1.4M | +108% | 20k | 68.17 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | 2.8k | 499.24 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $1.4M | NEW | 23k | 59.74 |
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| Principal Financial (PFG) | 0.2 | $1.4M | -2% | 17k | 82.91 |
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| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.2 | $1.3M | +19% | 43k | 31.19 |
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| Pfizer (PFE) | 0.2 | $1.3M | 53k | 25.48 |
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| Nutrien (NTR) | 0.1 | $1.3M | NEW | 22k | 58.71 |
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| Smurfit Westrock SHS (SW) | 0.1 | $1.2M | NEW | 29k | 42.57 |
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| International Paper Company (IP) | 0.1 | $1.2M | 26k | 46.40 |
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| Abbvie (ABBV) | 0.1 | $1.2M | +10% | 5.0k | 231.54 |
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| Whirlpool Corporation (WHR) | 0.1 | $1.1M | +78% | 14k | 78.60 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.1M | -18% | 2.9k | 378.94 |
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| Stanley Black & Decker (SWK) | 0.1 | $1.1M | 15k | 74.33 |
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| General Mills (GIS) | 0.1 | $1.1M | 21k | 50.42 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.1M | 7.6k | 142.10 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.0M | 23k | 45.72 |
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| Lazard Ltd Shs -a - (LAZ) | 0.1 | $1.0M | -3% | 19k | 52.78 |
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| Bunge Global Sa Com Shs (BG) | 0.1 | $1.0M | 12k | 81.25 |
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| Dimensional Etf Trust Global Ex Us Cor (DFGX) | 0.1 | $958k | +61% | 18k | 53.96 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $954k | 20k | 49.04 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $946k | +53% | 71k | 13.43 |
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| Fmc Corp Com New (FMC) | 0.1 | $910k | 27k | 33.63 |
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| Wisdomtree Tr Emgring Mkts (EMMF) | 0.1 | $889k | +20% | 29k | 30.59 |
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $884k | NEW | 4.5k | 197.74 |
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| NVIDIA Corporation (NVDA) | 0.1 | $878k | 4.7k | 186.60 |
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| S&p Global (SPGI) | 0.1 | $877k | 1.8k | 486.71 |
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| Danaher Corporation (DHR) | 0.1 | $835k | -23% | 4.2k | 198.26 |
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| Lowe's Companies (LOW) | 0.1 | $834k | -5% | 3.3k | 251.31 |
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| Unilever Spon Adr New (UL) | 0.1 | $826k | -53% | 14k | 59.28 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $818k | 2.5k | 328.17 |
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| Docusign (DOCU) | 0.1 | $817k | -3% | 11k | 72.09 |
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| Okta Cl A (OKTA) | 0.1 | $799k | -5% | 8.7k | 91.70 |
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| Pegasystems (PEGA) | 0.1 | $784k | -7% | 14k | 57.50 |
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| United Parcel Service CL B (UPS) | 0.1 | $780k | 9.3k | 83.53 |
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| Domino's Pizza (DPZ) | 0.1 | $779k | 1.8k | 431.71 |
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| Casey's General Stores (CASY) | 0.1 | $774k | -12% | 1.4k | 565.32 |
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| Globus Med Cl A (GMED) | 0.1 | $757k | +27% | 13k | 57.27 |
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| Mercury Computer Systems (MRCY) | 0.1 | $726k | -5% | 9.4k | 77.40 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.1 | $713k | +54% | 26k | 27.31 |
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| Mohawk Industries (MHK) | 0.1 | $670k | +41% | 5.2k | 128.92 |
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| Rambus (RMBS) | 0.1 | $663k | -30% | 6.4k | 104.20 |
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| Onto Innovation (ONTO) | 0.1 | $659k | +66% | 5.1k | 129.22 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $624k | NEW | 11k | 57.10 |
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| Universal Technical Institute (UTI) | 0.1 | $622k | +15% | 19k | 32.55 |
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| Lattice Semiconductor (LSCC) | 0.1 | $621k | +30% | 8.5k | 73.32 |
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| Loews Corporation (L) | 0.1 | $614k | -7% | 6.1k | 100.39 |
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| Incyte Corporation (INCY) | 0.1 | $612k | -13% | 7.2k | 84.81 |
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| Mosaic (MOS) | 0.1 | $600k | NEW | 17k | 34.68 |
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| Chewy Cl A (CHWY) | 0.1 | $599k | +16% | 15k | 40.45 |
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| Genius Sports Shares Cl A (GENI) | 0.1 | $596k | -8% | 48k | 12.38 |
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| First Ban (FBNC) | 0.1 | $583k | +35% | 11k | 52.89 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $582k | -37% | 1.4k | 419.21 |
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| Fluor Corporation (FLR) | 0.1 | $576k | +11% | 14k | 42.07 |
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| Carlyle Group (CG) | 0.1 | $574k | -8% | 9.2k | 62.70 |
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| Magnite Ord (MGNI) | 0.1 | $574k | -34% | 26k | 21.78 |
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| Comfort Systems USA (FIX) | 0.1 | $567k | -50% | 687.00 | 825.18 |
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| National Fuel Gas (NFG) | 0.1 | $565k | -6% | 6.1k | 92.37 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $561k | -8% | 10k | 53.87 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $555k | +68% | 23k | 23.85 |
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| Hubbell (HUBB) | 0.1 | $554k | -8% | 1.3k | 430.31 |
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| Generac Holdings (GNRC) | 0.1 | $546k | -18% | 3.3k | 167.40 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $543k | 14k | 38.57 |
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| Glacier Ban (GBCI) | 0.1 | $541k | +39% | 11k | 48.67 |
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| Caci Intl Cl A (CACI) | 0.1 | $533k | +50% | 1.1k | 498.78 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $533k | -10% | 4.2k | 128.40 |
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| Manhattan Associates (MANH) | 0.1 | $532k | -8% | 2.6k | 204.98 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $521k | -7% | 6.8k | 76.62 |
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| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $518k | -10% | 8.0k | 64.76 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $516k | +40% | 24k | 21.57 |
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| On Hldg Namen Akt A (ONON) | 0.1 | $513k | +32% | 12k | 42.35 |
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| Caterpillar (CAT) | 0.1 | $513k | 1.1k | 477.15 |
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| Cnh Indl N V SHS (CNH) | 0.1 | $512k | 47k | 10.85 |
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| Everest Re Group (EG) | 0.1 | $505k | -5% | 1.4k | 350.23 |
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| Ab Active Etfs Ultra Short Incm (YEAR) | 0.1 | $501k | NEW | 9.9k | 50.67 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $472k | 7.9k | 59.92 |
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| Twilio Cl A (TWLO) | 0.1 | $468k | -3% | 4.7k | 100.09 |
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| Kirby Corporation (KEX) | 0.1 | $458k | +8% | 5.5k | 83.45 |
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| Viper Energy Cl A | 0.1 | $451k | +37% | 12k | 38.22 |
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| Viper Energy Cl A (VNOM) | 0.1 | $451k | NEW | 12k | 38.22 |
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| Park National Corporation (PRK) | 0.1 | $445k | 2.7k | 162.53 |
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| Procter & Gamble Company (PG) | 0.1 | $439k | -91% | 2.9k | 153.65 |
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| First Industrial Realty Trust (FR) | 0.0 | $420k | +3% | 8.2k | 51.47 |
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| Ab Active Etfs High Yield Etf (HYFI) | 0.0 | $416k | NEW | 11k | 37.95 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $409k | NEW | 8.8k | 46.41 |
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| Curtiss-Wright (CW) | 0.0 | $407k | -49% | 750.00 | 542.94 |
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| Spx Corp (SPXC) | 0.0 | $406k | -5% | 2.2k | 186.78 |
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| Exelixis (EXEL) | 0.0 | $400k | NEW | 9.7k | 41.30 |
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| Schrodinger (SDGR) | 0.0 | $400k | -9% | 20k | 20.06 |
|
| Cava Group Ord (CAVA) | 0.0 | $397k | +76% | 6.6k | 60.41 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $396k | 2.7k | 145.71 |
|
|
| KB Home (KBH) | 0.0 | $396k | NEW | 6.2k | 63.64 |
|
| New York Life Investments Et Nyli Hedge Multi (QAI) | 0.0 | $395k | +40% | 12k | 33.63 |
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $388k | 8.6k | 45.25 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $385k | 1.3k | 307.86 |
|
|
| Pacira Pharmaceuticals (PCRX) | 0.0 | $384k | +13% | 15k | 25.77 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $383k | -10% | 1.4k | 281.86 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $378k | -36% | 1.1k | 355.47 |
|
| Illumina (ILMN) | 0.0 | $369k | -10% | 3.9k | 94.97 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $369k | 4.4k | 84.11 |
|
|
| Baxter International (BAX) | 0.0 | $357k | NEW | 16k | 22.77 |
|
| Hexcel Corporation (HXL) | 0.0 | $351k | -8% | 5.6k | 62.70 |
|
| Eagle Materials (EXP) | 0.0 | $343k | -32% | 1.5k | 233.04 |
|
| Global X Fds X Emerging Mkt (EMBD) | 0.0 | $333k | +61% | 14k | 23.79 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $332k | +61% | 17k | 19.34 |
|
| Harbor Etf Trust Scientific High (SIHY) | 0.0 | $330k | +61% | 7.1k | 46.37 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $324k | 1.9k | 167.33 |
|
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $313k | NEW | 10k | 30.55 |
|
| Vulcan Materials Company (VMC) | 0.0 | $312k | 1.0k | 307.62 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $312k | 468.00 | 666.18 |
|
|
| Ab Active Etfs Short Duration H (SYFI) | 0.0 | $308k | NEW | 8.5k | 36.13 |
|
| Hub Group Cl A (HUBG) | 0.0 | $306k | NEW | 8.9k | 34.44 |
|
| Visa Com Cl A (V) | 0.0 | $305k | 892.00 | 341.38 |
|
|
| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.0 | $299k | NEW | 13k | 23.94 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $297k | 321.00 | 925.63 |
|
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.0 | $297k | NEW | 4.2k | 69.95 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $297k | 3.2k | 93.37 |
|
|
| Fortune Brands (FBIN) | 0.0 | $296k | NEW | 5.5k | 53.39 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $296k | -15% | 3.7k | 80.21 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $289k | NEW | 7.5k | 38.29 |
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.0 | $286k | NEW | 11k | 25.19 |
|
| First Tr Exchange Traded Nasdaq Bk Etf (FTXO) | 0.0 | $280k | NEW | 7.9k | 35.61 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $280k | +34% | 5.9k | 47.74 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $279k | 950.00 | 293.74 |
|
|
| Pepsi (PEP) | 0.0 | $274k | -9% | 2.0k | 140.44 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $270k | -7% | 1.8k | 154.23 |
|
| Agf Invts Tr Us Market Netrl (BTAL) | 0.0 | $263k | NEW | 17k | 15.92 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $261k | 2.2k | 120.72 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $250k | NEW | 1.9k | 133.94 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $244k | NEW | 5.2k | 46.93 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $238k | -5% | 2.1k | 115.01 |
|
| Encompass Health Corp (EHC) | 0.0 | $222k | 1.8k | 127.02 |
|
|
| InfuSystem Holdings (INFU) | 0.0 | $104k | 10k | 10.36 |
|
|
| Apyx Medical Corporation (APYX) | 0.0 | $49k | 23k | 2.14 |
|
|
| Harvard Bioscience (HBIO) | 0.0 | $12k | 28k | 0.44 |
|
Past Filings by Greenwood Capital Associates
SEC 13F filings are viewable for Greenwood Capital Associates going back to 2010
- 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
- Greenwood Capital Associates 2022 Q1 filed May 10, 2022