Greenwood Capital Associates LLC Incresed Positions in Q4 2024

Greenwood Capital Associates LLC

  • $752 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBNC
First Bancorp

Financial Services
224K
+ 979.27%
$40.32 - $49.2 $9.05M - $11M
247K $10.9M
HD
Home Depot, Inc.

Consumer Cyclical
22.4K
+ 2439.15%
$385.02 - $431.37 $8.61M - $9.65M
23.3K $9.06M
IVV
Ishares Core S&P 500 ETF

ETFs
8.38K
+ 17.61%
$570.51 - $610.59 $4.78M - $5.12M
56K $32.9M
IXUS
Ishares Tr

ETFs
66.5K
+ 140.0%
$65.95 - $72.56 $4.38M - $4.82M
114K $7.54M
TJX
Tjx Companies Inc

Consumer Cyclical
19.6K
+ 61.39%
$112.15 - $127.2 $2.2M - $2.49M
51.5K $6.22M
IEF
Ishares Barclays

ETFs
29.1K
+ 50.65%
$92.08 - $98.18 $2.68M - $2.86M
86.6K $8.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.2K
+ 93.21%
$481.22 - $538.17 $2.02M - $2.26M
8.71K $4.45M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
42K
+ 38.1%
$60.27 - $66.27 $2.53M - $2.78M
152K $9.3M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
35.7K
+ 151.53%
$45.17 - $47.23 $1.61M - $1.69M
59.3K $2.69M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
30.8K
+ 23.96%
$55.45 - $61.08 $1.71M - $1.88M
159K $8.84M
ORCL
Oracle Corp

Technology
5.09K
+ 12.59%
$165.41 - $192.43 $842K - $979K
45.5K $7.58M
BAC
Bank Of America Corp

Financial Services
2.58K
+ 2.09%
$39.22 - $47.77 $101K - $123K
126K $5.53M
BBY
Best Buy CO Inc

Consumer Cyclical
8.94K
+ 113.11%
$85.2 - $101.35 $762K - $906K
16.8K $1.45M
OKE
Oneok Inc

Energy
1.66K
+ 9.33%
$92.28 - $117.05 $153K - $194K
19.4K $1.95M
PANW
Palo Alto Networks Inc

Technology
22K
+ 95.53%
$181.96 - $405.9 $4M - $8.92M
45K $8.18M
FMC
Fmc Corp

Basic Materials
10.2K
+ 76.9%
$47.86 - $66.62 $488K - $680K
23.5K $1.14M
CB
Chubb LTD

Financial Services
1.37K
+ 13.14%
$271.57 - $301.89 $371K - $412K
11.8K $3.25M
KEY
Keycorp

Financial Services
10.9K
+ 15.17%
$16.21 - $19.97 $176K - $217K
82.5K $1.41M
RF
Regions Financial Corp

Financial Services
8.27K
+ 19.51%
$22.45 - $27.47 $186K - $227K
50.6K $1.19M
EA
Electronic Arts Inc.

Communication Services
592
+ 1.52%
$140.69 - $167.97 $83.3K - $99.4K
39.6K $5.8M
AEHR
Aehr Test Systems

Technology
5.03K
+ 18.17%
$10.78 - $16.98 $54.2K - $85.3K
32.7K $543K
VEA
Vanguard Ftse Developed Market

ETFs
2.96K
+ 55.34%
$47.57 - $52.44 $141K - $155K
8.32K $397K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.73K
+ 2.8%
$61.68 - $67.87 $107K - $118K
63.6K $3.96M
SRE
Sempra Energy

Utilities
165
+ 1.19%
$80.81 - $94.77 $13.3K - $15.6K
14.1K $1.24M
TROW
Price T Rowe Group Inc

Financial Services
113
+ 0.89%
$106.48 - $124.69 $12K - $14.1K
12.9K $1.46M
TFC
Truist Financial Corp

Financial Services
1.08K
+ 4.62%
$41.51 - $48.1 $45K - $52.1K
24.5K $1.06M
INCY
Incyte Corp

Healthcare
219
+ 3.35%
$65.08 - $83.38 $14.3K - $18.3K
6.77K $467K
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 1.33%
$280.04 - $302.45 $9.8K - $10.6K
2.67K $774K
NJR
New Jersey Resources Corp

Utilities
383
+ 1.52%
$45.17 - $51.61 $17.3K - $19.8K
25.5K $1.19M
Jacobs Solutions Inc
10.8K
+ 60.41%
N/A
28.6K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.34K
+ 3.35%
$51.09 - $55.27 $171K - $184K
103K $5.27M
PG
Procter & Gamble CO

Consumer Defensive
684
+ 2.88%
$161.05 - $179.7 $110K - $123K
24.4K $4.09M
PRU
Prudential Financial Inc

Financial Services
1
+ 0.01%
$114.59 - $129.52 $115 - $130
15.5K $1.83M
DELL
Dell Technologies Inc.

Technology
1.02K
+ 2.12%
$111.96 - $144.21 $114K - $146K
48.9K $5.63M
CELH
Celsius Holdings, Inc.

Consumer Defensive
73
+ 0.6%
$25.66 - $34.91 $1.87K - $2.55K
12.3K $323K
DUK
Duke Energy Corp

Utilities
1.48K
+ 5.0%
$105.76 - $120.76 $157K - $179K
31.1K $3.35M
MU
Micron Technology Inc

Technology
10.6K
+ 21.44%
$84.16 - $113.41 $889K - $1.2M
59.8K $5.04M
KMB
Kimberly Clark Corp

Consumer Defensive
290
+ 2.9%
$130.37 - $146.09 $37.8K - $42.4K
10.3K $1.35M
HPQ
Hp Inc

Technology
843
+ 2.42%
$32.46 - $39.3 $27.4K - $33.1K
35.7K $1.16M
OPRX
Optimize Rx Corp

Healthcare
21.2K
+ 31.53%
$3.83 - $7.83 $81.3K - $166K
88.6K $430K
MAA
Mid America Apartment Communities Inc.

Real Estate
692
+ 1.35%
$149.17 - $165.2 $103K - $114K
51.8K $8.01M
VGSH
Vanguard

ETFs
484
+ 0.26%
$58.02 - $58.88 $28.1K - $28.5K
185K $10.8M
PFG
Principal Financial Group Inc

Financial Services
219
+ 1.26%
$74.91 - $91.26 $16.4K - $20K
17.6K $1.36M
GE
General Electric CO

Industrials
2.21K
+ 8.65%
$159.95 - $194.23 $353K - $429K
27.8K $4.63M
UL
Unilever PLC

Consumer Defensive
758
+ 2.23%
$56.7 - $64.64 $43K - $49K
34.7K $1.97M
STX
Seagate Technology Holdings PLC

Technology
1.12K
+ 6.97%
$86.31 - $112.64 $96.5K - $126K
17.2K $1.48M
SMG
Scotts Miracle Gro CO

Basic Materials
10
+ 0.06%
$65.14 - $93.47 $651 - $935
15.7K $1.04M
ASPN
Aspen Aerogels Inc

Industrials
1.75K
+ 4.97%
$11.88 - $26.48 $20.8K - $46.3K
36.9K $438K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
22.2K
+ 7.56%
$55.42 - $61.69 $1.23M - $1.37M
315K $17.5M
Activity Summary
Buys All Purchases 76 New Holdings 25 Increased Positions 51 Sells All Sells 152 Reductions 152 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