Greenwood Capital Associates LLC Purchases in Q2 2025

Greenwood Capital Associates LLC

  • $786 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
24.8K
+ 63.56%
$498.8 - $620.9 $12.4M - $15.4M
63.9K $39.7M
AMD
Advanced Micro Devices Inc

Technology
40.2K
New
$78.21 - $143.81 $3.15M - $5.79M
40.2K $5.71M
ASML
Asml Holding Nv

Technology
6.8K
New
$595.37 - $815.24 $4.05M - $5.54M
6.8K $5.45M
NVO
Novo Nordisk A S

Healthcare
56.9K
New
$58.08 - $81.05 $3.3M - $4.61M
56.9K $3.93M
DFAX
Dimensional ETF Tr
87.8K
+ 50.47%
$23.37 - $29.39 $2.05M - $2.58M
262K $7.69M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
20.6K
+ 6.25%
$55.24 - $68.55 $1.14M - $1.41M
350K $23.6M
UNH
Unitedhealth Group Inc

Healthcare
8.12K
New
$274.35 - $599.47 $2.23M - $4.87M
8.12K $2.53M
META
Meta Platforms, Inc.

Communication Services
564
+ 4.51%
$484.66 - $738.09 $273K - $416K
13.1K $9.64M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
22.4K
+ 37.31%
$56.88 - $70.77 $1.28M - $1.59M
82.6K $5.84M
JPM
Jpmorgan Chase & CO

Financial Services
219
+ 0.54%
$210.28 - $289.91 $46.1K - $63.5K
41.1K $11.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.52K
+ 5.11%
$50.08 - $63.14 $427K - $538K
175K $11.1M
EL
Estee Lauder Companies Inc

Consumer Defensive
22.7K
New
$50.06 - $80.8 $1.14M - $1.84M
22.7K $1.84M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
32.8K
New
$49.73 - $51.44 $1.63M - $1.69M
32.8K $1.69M
DFUS
Dimensional ETF Tr U S Equity

ETFs
15.1K
+ 21.28%
$53.65 - $67.02 $808K - $1.01M
85.8K $5.75M
UITB
Usaa ETF Tr Core Intermediate

ETFs
31.6K
+ 124.32%
$45.95 - $47.33 $1.45M - $1.49M
57K $2.68M
CSCO
Cisco Systems, Inc.

Technology
12.5K
+ 16.14%
$53.19 - $69.38 $663K - $865K
89.7K $6.22M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
7.11K
+ 4.53%
$55.73 - $68.72 $396K - $489K
164K $11.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4.42K
+ 52.35%
$483.07 - $625.6 $2.13M - $2.76M
12.9K $6.75M
IXUS
Ishares Tr

ETFs
6.6K
+ 5.56%
$62.37 - $77.63 $412K - $512K
125K $9.69M
CVS
Cvs Health Corp

Healthcare
18.9K
New
$60.04 - $70.18 $1.14M - $1.33M
18.9K $1.31M
NEE
Nextera Energy Inc

Utilities
18.9K
+ 24.1%
$64.11 - $75.0 $1.21M - $1.42M
97.2K $6.75M
LKQ
Lkq Corp

Consumer Cyclical
30.4K
New
$36.86 - $43.38 $1.12M - $1.32M
30.4K $1.13M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
35.1K
New
$28.81 - $34.65 $1.01M - $1.22M
35.1K $1.07M
DVY
Ishares Tr

ETFs
7.65K
New
$118.37 - $134.86 $906K - $1.03M
7.65K $1.02M
PG
Procter & Gamble CO

Consumer Defensive
8.17K
+ 30.45%
$157.66 - $172.39 $1.29M - $1.41M
35K $5.57M
LNG
Cheniere Energy, Inc.

Energy
3.4K
+ 36.99%
$197.25 - $244.33 $671K - $831K
12.6K $3.07M
ABBV
Abb Vie Inc.

Healthcare
4.55K
New
$170.16 - $206.27 $774K - $938K
4.55K $844K
AVEM
American Centy ETF Tr Avantis

ETFs
9.16K
+ 36.4%
$53.08 - $68.54 $486K - $628K
34.3K $2.35M
BIDU
Baidu, Inc.

Communication Services
10.5K
+ 36.88%
$76.86 - $92.5 $807K - $971K
39K $3.34M
SWKS
Skyworks Solutions, Inc.

Technology
8.35K
New
$49.2 - $74.95 $411K - $626K
8.35K $622K
APO
Apollo Global Management, Inc.

Financial Services
2.98K
+ 11.44%
$108.68 - $145.07 $324K - $433K
29.1K $4.13M
SBUX
Starbucks Corp

Consumer Cyclical
5.97K
New
$79.69 - $99.41 $476K - $594K
5.97K $547K
CHWY
Chewy, Inc.

Consumer Cyclical
12.7K
New
$31.21 - $48.21 $397K - $613K
12.7K $541K
FITB
Fifth Third Bancorp

Financial Services
11.5K
+ 38.88%
$33.32 - $41.51 $383K - $477K
41.1K $1.69M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1.05K
+ 2.3%
$65.42 - $80.7 $68.4K - $84.3K
46.6K $3.76M
CMA
Comerica Inc

Financial Services
7.95K
+ 46.7%
$50.42 - $59.65 $401K - $474K
25K $1.49M
ONON
On Holding Ag

Consumer Cyclical
9.14K
New
$37.65 - $60.68 $344K - $554K
9.14K $475K
ILMN
Illumina, Inc.

Healthcare
4.32K
New
$70.3 - $95.41 $304K - $412K
4.32K $412K
VGLT
Vanguard Long Term Treasury Et

ETFs
8.06K
+ 16.38%
$53.66 - $58.71 $432K - $473K
57.2K $3.21M
LOW
Lowes Companies Inc

Consumer Cyclical
1.74K
+ 97.86%
$210.83 - $235.28 $367K - $409K
3.52K $780K
AVLV
American Centy ETF Tr Avantis
4.28K
+ 19.35%
$56.85 - $68.21 $243K - $292K
26.4K $1.8M
LYB
Lyondell Basell Industries N.V.

Basic Materials
8.47K
+ 79.16%
$53.23 - $70.65 $451K - $599K
19.2K $1.11M
GVI
Ishares Tr

ETFs
1.95K
+ 1.46%
$104.82 - $106.79 $204K - $208K
135K $14.4M
IWV
Ishares Russell 3000 ETF

ETFs
640
+ 22.05%
$281.67 - $351.0 $180K - $225K
3.54K $1.24M
FYLD
Cambria Foreign Shareholder Yi

ETFs
8.99K
+ 32.96%
$23.46 - $29.42 $211K - $264K
36.3K $1.06M
LSCC
Lattice Semiconductor Corp

Technology
6.48K
New
$37.84 - $56.0 $245K - $363K
6.48K $317K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
13.2K
New
$22.91 - $27.14 $301K - $357K
13.2K $314K
CACI
Caci International Inc

Technology
708
New
N/A
708 $302K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.36K
+ 1.86%
$96.84 - $99.46 $229K - $235K
130K $12.9M
Activity Summary
Buys All Purchases 94 New Holdings 30 Increased Positions 64 Sells All Sells 143 Reductions 143 Sold out 0 Options Calls 0 Puts 0
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