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
MCHI
Ishares Msci China ETF

ETFs
3.98K
+ 5.11%
$45.22 - $55.86 $180K - $222K
81.8K $4.51M
SRE
Sempra Energy

Utilities
2.48K
+ 15.81%
$63.78 - $78.91 $158K - $196K
18.2K $1.38M
TSN
Tyson Foods, Inc.

Consumer Defensive
7.45K
+ 35.93%
$54.33 - $63.56 $405K - $474K
28.2K $1.58M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
7.47K
+ 44.81%
$24.1 - $28.87 $180K - $216K
24.1K $696K
JMEE
J P Morgan Exchange Traded Fd

ETFs
3.14K
+ 20.45%
$49.07 - $59.23 $154K - $186K
18.5K $1.09M
BBY
Best Buy CO Inc

Consumer Cyclical
4.75K
+ 38.14%
$56.17 - $75.73 $267K - $359K
17.2K $1.15M
PRU
Prudential Financial Inc

Financial Services
2.72K
+ 16.59%
$95.12 - $112.71 $259K - $306K
19.1K $2.05M
EHC
Encompass Health Corp

Healthcare
1.75K
New
$96.12 - $122.63 $168K - $215K
1.75K $214K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
8.69K
New
$22.1 - $23.32 $192K - $203K
8.69K $202K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
4.4K
New
$43.15 - $46.09 $190K - $203K
4.4K $201K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
10.6K
New
$17.99 - $18.99 $191K - $202K
10.6K $201K
VNQI
Vanguard Global Ex U.S. Real

ETFs
4.34K
New
$37.77 - $46.15 $164K - $200K
4.34K $200K
IEF
Ishares Barclays

ETFs
1.34K
+ 1.54%
$93.15 - $96.56 $125K - $129K
88.6K $8.48M
MC
Moelis & CO

Financial Services
1.58K
+ 7.74%
$48.86 - $62.99 $77.3K - $99.7K
22K $1.37M
OKTA
Okta, Inc.

Technology
2.15K
+ 30.49%
$91.24 - $127.3 $196K - $274K
9.2K $919K
USMC
Principal ETF U S Mega Cap

ETFs
1.71K
+ 21.29%
$50.94 - $62.56 $87.2K - $107K
9.75K $609K
RF
Regions Financial Corp

Financial Services
427
+ 0.59%
$18.34 - $23.52 $7.83K - $10K
72.4K $1.7M
DOCU
Docusign, Inc.

Technology
2.08K
+ 21.63%
$70.35 - $93.84 $147K - $196K
11.7K $912K
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.51K
+ 48.38%
$20.99 - $23.93 $94.7K - $108K
13.8K $324K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.06K
+ 2.56%
$45.2 - $46.6 $93.1K - $96K
82.4K $3.82M
WHR
Whirlpool Corp

Consumer Cyclical
45
+ 0.57%
$75.71 - $101.42 $3.41K - $4.56K
7.94K $804K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
3.27K
+ 24.03%
$24.61 - $25.89 $80.5K - $84.6K
16.9K $434K
PEGA
Pegasystems Inc

Technology
4.35K
+ 41.69%
$49.95 - $103.29 $217K - $449K
14.8K $799K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.74K
+ 11.51%
$12.21 - $13.9 $57.8K - $65.8K
45.9K $597K
NJR
New Jersey Resources Corp

Utilities
3.41K
+ 12.36%
$44.23 - $49.97 $151K - $171K
31K $1.39M
GLD
Spdr Gold Trust

ETFs
22
+ 1.33%
$273.71 - $316.29 $6.02K - $6.96K
1.67K $510K
D
Dominion Energy, Inc

Utilities
332
+ 1.18%
$49.66 - $58.0 $16.5K - $19.3K
28.5K $1.61M
GENI
Genius Sports LTD

Communication Services
937
+ 1.81%
$8.67 - $11.05 $8.12K - $10.4K
52.7K $547K
Dimensional ETF Trust
4.94K
+ 82.01%
N/A
11K $0
Astera Labs Inc
4.83K
New
N/A
4.83K $0
Cava Group Inc
3.72K
New
N/A
3.72K $0
Viper Energy Inc
8.56K
New
N/A
8.56K $0
Bunge Global Sa
12.3K
New
N/A
12.3K $0
Fidelity Covington Trust
5.82K
+ 19.97%
N/A
35K $0
Fidelity Covington Trust
9.15K
+ 21.36%
N/A
52K $0
Lazard Inc
19.7K
New
N/A
19.7K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
489
+ 0.36%
$29.0 - $30.68 $14.2K - $15K
135K $4.15M
KO
Coca Cola CO

Consumer Defensive
304
+ 0.39%
$68.37 - $73.9 $20.8K - $22.5K
79.2K $5.6M
SWK
Stanley Black & Decker, Inc.

Industrials
584
+ 4.23%
$55.86 - $76.98 $32.6K - $45K
14.4K $976K
HPQ
Hp Inc

Technology
2.06K
+ 4.81%
$21.88 - $29.32 $45.1K - $60.4K
44.9K $1.1M
OKE
Oneok Inc

Energy
1.95K
+ 8.86%
$78.71 - $100.37 $154K - $196K
24K $1.96M
AAPL
Apple Inc.

Technology
9.82K
+ 7.1%
$172.42 - $223.89 $1.69M - $2.2M
148K $30.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
385
+ 1.17%
$483.48 - $539.8 $186K - $208K
33.4K $16.2M
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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