Greenwood Capital Associates LLC Incresed Positions in Q1 2025

Greenwood Capital Associates LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
74.7K
+ 117.59%
$57.21 - $65.8 $4.28M - $4.92M
138K $8.05M
META
Meta Platforms, Inc.

Communication Services
6.27K
+ 100.61%
$576.36 - $736.67 $3.61M - $4.62M
12.5K $7.2M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
14.6K
+ 4.63%
$55.23 - $64.6 $806K - $943K
330K $20.6M
TXN
Texas Instruments Inc

Technology
15.7K
+ 60.59%
N/A
41.5K $8.08M
CSCO
Cisco Systems, Inc.

Technology
47.7K
+ 161.12%
$58.74 - $64.87 $2.8M - $3.09M
77.2K $4.77M
DFUS
Dimensional ETF Tr U S Equity

ETFs
44.6K
+ 170.55%
$59.61 - $66.71 $2.66M - $2.97M
70.7K $4.25M
MDT
Medtronic PLC

Healthcare
15.3K
+ 15.86%
$79.84 - $94.5 $1.22M - $1.44M
112K $10M
XOM
Exxon Mobil Corp

Energy
9.31K
+ 14.02%
$105.44 - $118.93 $981K - $1.11M
75.7K $9M
MAA
Mid America Apartment Communities Inc.

Real Estate
5.91K
+ 11.4%
$146.9 - $170.92 $868K - $1.01M
57.7K $9.68M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
16.2K
+ 36.96%
$58.04 - $65.84 $942K - $1.07M
60.1K $3.87M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
25.3K
+ 24.58%
$49.78 - $53.19 $1.26M - $1.35M
128K $6.5M
DFAX
Dimensional ETF Tr
34.2K
+ 24.44%
$24.45 - $27.2 $835K - $929K
174K $4.59M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
21K
+ 35.48%
$44.68 - $46.49 $940K - $978K
80.4K $3.72M
AVLV
American Centy ETF Tr Avantis
14.6K
+ 195.34%
$63.51 - $70.42 $929K - $1.03M
22.1K $1.44M
KO
Coca Cola CO

Consumer Defensive
3.18K
+ 4.2%
$60.81 - $72.32 $193K - $230K
78.9K $5.65M
ACN
Accenture PLC

Technology
4.52K
+ 32.94%
$300.91 - $398.25 $1.36M - $1.8M
18.2K $5.69M
FCX
Freeport Mcmoran Inc

Basic Materials
22.9K
+ 40.1%
$34.5 - $43.01 $791K - $986K
80.1K $3.03M
IXUS
Ishares Tr

ETFs
4.77K
+ 4.19%
$65.06 - $72.31 $310K - $345K
119K $8.34M
MCD
Mcdonalds Corp

Consumer Cyclical
1.5K
+ 10.27%
$279.74 - $321.29 $419K - $482K
16.1K $5.03M
CTRA
Coterra Energy Inc.

Energy
18.1K
+ 27.47%
$25.51 - $29.83 $462K - $540K
84K $2.43M
MCHI
Ishares Msci China ETF

ETFs
2.82K
+ 3.77%
$43.71 - $58.65 $123K - $166K
77.8K $4.25M
VZ
Verizon Communications Inc

Communication Services
6.78K
+ 9.37%
$37.81 - $46.49 $256K - $315K
79.1K $3.59M
ETN
Eaton Corp PLC

Industrials
4.98K
+ 43.21%
$271.83 - $371.23 $1.35M - $1.85M
16.5K $4.49M
AVEM
American Centy ETF Tr Avantis

ETFs
10.5K
+ 71.03%
$57.11 - $62.4 $597K - $652K
25.2K $1.51M
CB
Chubb LTD

Financial Services
1.15K
+ 9.77%
$257.71 - $301.99 $296K - $347K
12.9K $3.9M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
144K
+ 61.45%
$14.67 - $22.01 $2.11M - $3.16M
377K $5.79M
DUK
Duke Energy Corp

Utilities
912
+ 2.93%
$105.87 - $121.97 $96.6K - $111K
32K $3.9M
D
Dominion Energy, Inc

Utilities
9.08K
+ 47.62%
$52.85 - $57.43 $480K - $522K
28.2K $1.58M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
4.7K
+ 3.09%
$59.63 - $64.37 $280K - $303K
157K $9.84M
OKTA
Okta, Inc.

Technology
4.4K
+ 165.66%
$78.83 - $116.72 $346K - $513K
7.05K $741K
JMEE
J P Morgan Exchange Traded Fd

ETFs
9.95K
+ 184.21%
$54.51 - $63.63 $542K - $633K
15.4K $855K
CVX
Chevron Corp

Energy
959
+ 6.61%
$146.71 - $167.97 $141K - $161K
15.5K $2.59M
UPS
United Parcel Service Inc

Industrials
5.18K
+ 94.11%
$109.66 - $136.26 $568K - $705K
10.7K $1.17M
PG
Procter & Gamble CO

Consumer Defensive
2.42K
+ 9.94%
$158.56 - $176.26 $384K - $427K
26.8K $4.57M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.54K
+ 2.04%
$95.85 - $99.25 $244K - $252K
127K $12.6M
NEE
Nextera Energy Inc

Utilities
6.96K
+ 9.75%
$66.96 - $76.16 $466K - $530K
78.4K $5.55M
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
SNV
Synovus Financial Corp

Financial Services
10.5K
+ 35.39%
$43.7 - $56.87 $460K - $598K
40.2K $1.88M
DPZ
Dominos Pizza Inc

Consumer Cyclical
656
+ 45.46%
$402.33 - $489.71 $264K - $321K
2.1K $964K
XLU
Utilities Sector Spdr

ETFs
3.06K
+ 8.38%
$74.7 - $80.27 $229K - $246K
39.6K $3.09M
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
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
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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