Greenwood Capital Associates LLC Purchases in Q3 2024

Greenwood Capital Associates LLC

  • $755 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
50.6K
New
$136.27 - $1745.86 $6.89M - $88.3M
50.6K $8.72M
MAA
Mid America Apartment Communities Inc.

Real Estate
38.3K
+ 299.36%
$138.8 - $166.65 $5.32M - $6.39M
51.1K $8.13M
EA
Electronic Arts Inc.

Communication Services
39K
New
$137.32 - $151.82 $5.36M - $5.92M
39K $5.6M
MU
Micron Technology Inc

Technology
49.3K
New
$86.27 - $136.82 $4.25M - $6.74M
49.3K $5.11M
ORCL
Oracle Corp

Technology
24.2K
+ 148.78%
$125.9 - $170.35 $3.04M - $4.12M
40.4K $6.88M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
60.4K
+ 25.98%
$57.2 - $62.94 $3.46M - $3.8M
293K $18.3M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
237K
New
$15.81 - $18.96 $3.74M - $4.49M
237K $4.27M
PG
Procter & Gamble CO

Consumer Defensive
21K
+ 759.51%
$160.76 - $177.82 $3.37M - $3.73M
23.7K $4.11M
NEE
Nextera Energy Inc

Utilities
37.1K
+ 99.98%
$69.9 - $84.97 $2.59M - $3.15M
74.2K $6.27M
AMGN
Amgen Inc

Healthcare
9.87K
+ 23.38%
$309.38 - $337.38 $3.05M - $3.33M
52.1K $16.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.71K
+ 12.12%
$405.19 - $478.57 $1.5M - $1.78M
34.4K $15.8M
IVV
Ishares Core S&P 500 ETF

ETFs
3.13K
+ 7.03%
$520.18 - $576.82 $1.63M - $1.8M
47.6K $27.4M
CB
Chubb LTD

Financial Services
10.4K
New
$252.51 - $292.2 $2.62M - $3.04M
10.4K $3M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
38.9K
+ 54.49%
$57.83 - $67.29 $2.25M - $2.61M
110K $7.34M
AMZN
Amazon Com Inc

Consumer Cyclical
17.6K
+ 24.0%
$161.02 - $200.0 $2.83M - $3.52M
90.9K $16.9M
DHR
Danaher Corp

Healthcare
5.56K
+ 19.88%
$239.25 - $280.76 $1.33M - $1.56M
33.5K $9.32M
JNJ
Johnson & Johnson

Healthcare
5.86K
+ 8.87%
$145.48 - $167.38 $852K - $981K
71.9K $11.7M
FCX
Freeport Mcmoran Inc

Basic Materials
35.2K
+ 61.31%
$39.52 - $51.92 $1.39M - $1.83M
92.7K $4.63M
PANW
Palo Alto Networks Inc

Technology
5.11K
+ 28.56%
$294.18 - $368.01 $1.5M - $1.88M
23K $7.86M
BMY
Bristol Myers Squibb CO

Healthcare
31.8K
+ 602.46%
$39.66 - $51.75 $1.26M - $1.65M
37.1K $1.92M
OKE
Oneok Inc

Energy
17.7K
New
$78.62 - $95.27 $1.4M - $1.69M
17.7K $1.62M
PFE
Pfizer Inc

Healthcare
50.9K
New
$27.7 - $31.39 $1.41M - $1.6M
50.9K $1.47M
K
Kellogg CO

Consumer Defensive
18K
New
$56.19 - $80.81 $1.01M - $1.46M
18K $1.46M
SNV
Synovus Financial Corp

Financial Services
30.9K
New
$39.32 - $47.62 $1.21M - $1.47M
30.9K $1.37M
GIS
General Mills Inc

Consumer Defensive
18.1K
New
$62.5 - $75.15 $1.13M - $1.36M
18.1K $1.33M
KEY
Keycorp

Financial Services
71.7K
New
$13.95 - $17.34 $1M - $1.24M
71.7K $1.2M
NJR
New Jersey Resources Corp

Utilities
25.1K
New
$42.03 - $48.02 $1.06M - $1.21M
25.1K $1.19M
SRE
Sempra Energy

Utilities
13.9K
New
$74.97 - $84.04 $1.04M - $1.17M
13.9K $1.16M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
14.7K
+ 12.87%
$56.04 - $62.99 $821K - $923K
129K $7.86M
TSN
Tyson Foods, Inc.

Consumer Defensive
18K
New
$55.91 - $65.87 $1.01M - $1.19M
18K $1.07M
RF
Regions Financial Corp

Financial Services
42.4K
New
$19.51 - $23.42 $826K - $992K
42.4K $987K
FITB
Fifth Third Bancorp

Financial Services
22.9K
New
$36.01 - $43.64 $825K - $999K
22.9K $981K
CMA
Comerica Inc

Financial Services
14.3K
New
$49.93 - $61.49 $712K - $877K
14.3K $854K
BBY
Best Buy CO Inc

Consumer Cyclical
7.91K
New
$80.23 - $103.29 $634K - $817K
7.91K $816K
GVI
Ishares Tr

ETFs
3.38K
+ 2.59%
$103.17 - $107.43 $349K - $364K
134K $14.3M
WHR
Whirlpool Corp

Consumer Cyclical
7.3K
New
$90.25 - $112.34 $659K - $821K
7.3K $781K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.16K
+ 1.74%
$96.25 - $101.98 $208K - $220K
126K $12.8M
VGSH
Vanguard

ETFs
8.74K
+ 4.97%
$57.74 - $59.13 $504K - $517K
184K $10.9M
SYK
Stryker Corp

Healthcare
519
+ 2.31%
$315.94 - $371.96 $164K - $193K
23K $8.29M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.33K
+ 3.45%
$48.51 - $52.86 $161K - $176K
99.7K $5.27M
FHN
First Horizon Corp

Financial Services
42.8K
+ 10.12%
$14.63 - $17.45 $626K - $747K
466K $7.23M
VZ
Verizon Communications Inc

Communication Services
5.97K
+ 8.83%
$38.89 - $45.0 $232K - $269K
73.6K $3.31M
PFF
Ishares Trust Ishares Pfd And

ETFs
3.47K
+ 1.47%
$31.18 - $33.5 $108K - $116K
240K $7.98M
XLU
Utilities Sector Spdr

ETFs
474
+ 1.29%
$67.67 - $80.78 $32.1K - $38.3K
37.2K $3M
GNRC
Generac Holdings Inc.

Industrials
2.82K
+ 170.57%
$133.16 - $159.78 $376K - $451K
4.48K $711K
IXUS
Ishares Tr

ETFs
3.68K
+ 8.4%
$64.9 - $73.35 $239K - $270K
47.5K $3.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
738
+ 2.02%
$105.53 - $118.34 $77.9K - $87.3K
37.3K $4.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.81K
+ 6.57%
$57.32 - $62.65 $218K - $239K
61.8K $3.85M
DUK
Duke Energy Corp

Utilities
23
+ 0.08%
$99.35 - $117.71 $2.29K - $2.71K
29.6K $3.41M
Activity Summary
Buys All Purchases 97 New Holdings 26 Increased Positions 71 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Greenwood Capital Associates LLC Portfolio

Follow Greenwood Capital Associates LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenwood Capital Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greenwood Capital Associates LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email