Greenwood Capital Associates LLC Incresed Positions 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
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
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
MSI
Motorola Solutions, Inc.

Technology
4.67K
+ 102.89%
$394.72 - $440.39 $1.84M - $2.06M
9.21K $3.87M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.52K
+ 5.11%
$50.08 - $63.14 $427K - $538K
175K $11.1M
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
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
NEE
Nextera Energy Inc

Utilities
18.9K
+ 24.1%
$64.11 - $75.0 $1.21M - $1.42M
97.2K $6.75M
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
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
APO
Apollo Global Management, Inc.

Financial Services
2.98K
+ 11.44%
$108.68 - $145.07 $324K - $433K
29.1K $4.13M
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
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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.36K
+ 1.86%
$96.84 - $99.46 $229K - $235K
130K $12.9M
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
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
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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