Greenwood Capital Associates LLC Purchases in Q1 2025

Greenwood Capital Associates LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
5.18K
+ 94.11%
$109.66 - $136.26 $568K - $705K
10.7K $1.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.54K
+ 2.04%
$95.85 - $99.25 $244K - $252K
127K $12.6M
GLD
Spdr Gold Trust

ETFs
1.65K
New
$243.19 - $288.14 $402K - $476K
1.65K $476K
USMC
Principal ETF U S Mega Cap

ETFs
8.04K
New
$55.72 - $63.13 $448K - $507K
8.04K $454K
CG
Carlyle Group Inc.

Financial Services
10.2K
New
$40.03 - $56.96 $409K - $582K
10.2K $445K
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
16.7K
New
$25.88 - $27.09 $431K - $452K
16.7K $443K
NEE
Nextera Energy Inc

Utilities
6.96K
+ 9.75%
$66.96 - $76.16 $466K - $530K
78.4K $5.55M
MRCY
Mercury Systems Inc

Industrials
10.1K
New
$39.67 - $49.88 $400K - $503K
10.1K $434K
RF
Regions Financial Corp

Financial Services
21.4K
+ 42.18%
$20.84 - $24.77 $445K - $529K
72K $1.56M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.49K
+ 4.7%
$54.25 - $57.64 $406K - $431K
167K $9.21M
DPZ
Dominos Pizza Inc

Consumer Cyclical
656
+ 45.46%
$402.33 - $489.71 $264K - $321K
2.1K $964K
GBCI
Glacier Bancorp, Inc.

Financial Services
8.09K
New
$43.81 - $52.23 $354K - $422K
8.09K $357K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
13.6K
New
$24.88 - $26.85 $338K - $365K
13.6K $344K
SOFI
So Fi Technologies, Inc.

Financial Services
27.9K
New
$11.18 - $18.03 $312K - $504K
27.9K $324K
XLU
Utilities Sector Spdr

ETFs
3.06K
+ 8.38%
$74.7 - $80.27 $229K - $246K
39.6K $3.09M
VV
Vanguard Large Cap ETF

ETFs
1.25K
New
$253.32 - $282.66 $317K - $353K
1.25K $319K
TSN
Tyson Foods, Inc.

Consumer Defensive
3.05K
+ 17.27%
$54.27 - $63.81 $166K - $195K
20.7K $1.32M
UL
Unilever PLC

Consumer Defensive
3.22K
+ 9.28%
$54.72 - $60.29 $176K - $194K
37.9K $2.26M
IEF
Ishares Barclays

ETFs
612
+ 0.71%
$91.17 - $95.39 $55.8K - $58.4K
87.2K $8.29M
KMB
Kimberly Clark Corp

Consumer Defensive
1.16K
+ 11.28%
$124.46 - $147.4 $144K - $171K
11.4K $1.63M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
18.7K
+ 83.34%
$13.05 - $13.97 $244K - $261K
41.2K $553K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.18K
New
$74.85 - $84.89 $238K - $270K
3.18K $261K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.36K
New
$73.78 - $76.59 $248K - $257K
3.36K $256K
VO
Vanguard Mid Cap ETF

ETFs
967
New
$251.87 - $277.95 $244K - $269K
967 $248K
BMY
Bristol Myers Squibb CO

Healthcare
1.65K
+ 5.09%
$53.9 - $63.11 $88.8K - $104K
34K $2.08M
OKE
Oneok Inc

Energy
2.65K
+ 13.67%
$89.57 - $109.85 $238K - $291K
22.1K $2.19M
GVI
Ishares Tr

ETFs
103
+ 0.08%
$103.49 - $106.02 $10.7K - $10.9K
133K $14.1M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.76K
+ 50.78%
$96.27 - $116.36 $170K - $205K
5.24K $609K
LNC
Lincoln National Corp

Financial Services
1.91K
+ 5.09%
$30.06 - $39.23 $57.4K - $75K
39.5K $1.42M
DFAR
Dimensional ETF Tr Dimensional

ETFs
9.33K
New
$22.35 - $24.52 $208K - $229K
9.33K $219K
PFG
Principal Financial Group Inc

Financial Services
1.11K
+ 6.31%
$76.34 - $89.04 $84.7K - $98.8K
18.7K $1.58M
PEGA
Pegasystems Inc

Technology
4.88K
+ 87.86%
$68.14 - $112.29 $332K - $548K
10.4K $724K
FITB
Fifth Third Bancorp

Financial Services
6.81K
+ 29.91%
$37.48 - $44.96 $255K - $306K
29.6K $1.16M
KEY
Keycorp

Financial Services
17.5K
+ 21.25%
$15.15 - $18.3 $266K - $321K
100K $1.6M
RMBS
Rambus Inc

Technology
3.65K
+ 54.01%
$51.55 - $68.59 $188K - $250K
10.4K $538K
NFG
National Fuel Gas CO

Energy
30
+ 0.31%
$60.71 - $79.19 $1.82K - $2.38K
9.72K $769K
MS
Morgan Stanley

Financial Services
7.01K
+ 9.72%
$111.68 - $141.08 $783K - $989K
79.1K $9.23M
NJR
New Jersey Resources Corp

Utilities
2.09K
+ 8.2%
$45.25 - $49.37 $94.7K - $103K
27.6K $1.35M
SWK
Stanley Black & Decker, Inc.

Industrials
2.56K
+ 22.76%
$76.43 - $90.41 $196K - $232K
13.8K $1.06M
CMA
Comerica Inc

Financial Services
3.25K
+ 23.56%
$56.11 - $68.38 $182K - $222K
17K $1.01M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.08K
+ 56.26%
$32.42 - $36.13 $165K - $184K
14.1K $462K
CNA
Cna Financial Corp

Financial Services
2K
+ 10.5%
$45.86 - $51.0 $91.6K - $102K
21K $1.07M
FMC
Fmc Corp

Basic Materials
7.06K
+ 30.05%
$34.54 - $56.38 $244K - $398K
30.5K $1.29M
QAI
Iq Hedge Multi Strategy Compos

ETFs
4.63K
+ 67.39%
$31.16 - $32.27 $144K - $150K
11.5K $360K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.44K
+ 17.77%
$247.97 - $296.33 $356K - $426K
9.52K $2.41M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.39K
+ 57.92%
$20.2 - $22.24 $129K - $142K
17.4K $371K
TJX
Tjx Companies Inc

Consumer Cyclical
718
+ 1.39%
$112.81 - $126.16 $81K - $90.6K
52.2K $6.36M
GIS
General Mills Inc

Consumer Defensive
3.44K
+ 19.22%
$57.56 - $65.3 $198K - $225K
21.3K $1.28M
FANG
Diamondback Energy, Inc.

Energy
1.5K
+ 5.47%
$139.9 - $180.18 $210K - $271K
29K $4.64M
Activity Summary
Buys All Purchases 149 New Holdings 31 Increased Positions 118 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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