Greenwood Capital Associates LLC Incresed Positions in Q3 2024

Greenwood Capital Associates LLC

  • $755 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MAA
Mid America Apartment Communities Inc.

Real Estate
38.3K
+ 299.36%
$138.8 - $166.65 $5.32M - $6.39M
51.1K $8.13M
ORCL
Oracle Corp

Technology
24.2K
+ 148.78%
$125.9 - $170.35 $3.04M - $4.12M
40.4K $6.88M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
60.4K
+ 25.98%
$57.2 - $62.94 $3.46M - $3.8M
293K $18.3M
PG
Procter & Gamble CO

Consumer Defensive
21K
+ 759.51%
$160.76 - $177.82 $3.37M - $3.73M
23.7K $4.11M
NEE
Nextera Energy Inc

Utilities
37.1K
+ 99.98%
$69.9 - $84.97 $2.59M - $3.15M
74.2K $6.27M
AMGN
Amgen Inc

Healthcare
9.87K
+ 23.38%
$309.38 - $337.38 $3.05M - $3.33M
52.1K $16.8M
TJX
Tjx Companies Inc

Consumer Cyclical
30.1K
+ 1620.27%
$107.93 - $120.23 $3.24M - $3.61M
31.9K $3.75M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.71K
+ 12.12%
$405.19 - $478.57 $1.5M - $1.78M
34.4K $15.8M
IVV
Ishares Core S&P 500 ETF

ETFs
3.13K
+ 7.03%
$520.18 - $576.82 $1.63M - $1.8M
47.6K $27.4M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
38.9K
+ 54.49%
$57.83 - $67.29 $2.25M - $2.61M
110K $7.34M
DHR
Danaher Corp

Healthcare
5.56K
+ 19.88%
$239.25 - $280.76 $1.33M - $1.56M
33.5K $9.32M
JNJ
Johnson & Johnson

Healthcare
5.86K
+ 8.87%
$145.48 - $167.38 $852K - $981K
71.9K $11.7M
FCX
Freeport Mcmoran Inc

Basic Materials
35.2K
+ 61.31%
$39.52 - $51.92 $1.39M - $1.83M
92.7K $4.63M
PANW
Palo Alto Networks Inc

Technology
5.11K
+ 28.56%
$294.18 - $368.01 $1.5M - $1.88M
23K $7.86M
BMY
Bristol Myers Squibb CO

Healthcare
31.8K
+ 602.46%
$39.66 - $51.75 $1.26M - $1.65M
37.1K $1.92M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
14.7K
+ 12.87%
$56.04 - $62.99 $821K - $923K
129K $7.86M
GVI
Ishares Tr

ETFs
3.38K
+ 2.59%
$103.17 - $107.43 $349K - $364K
134K $14.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.16K
+ 1.74%
$96.25 - $101.98 $208K - $220K
126K $12.8M
VGSH
Vanguard

ETFs
8.74K
+ 4.97%
$57.74 - $59.13 $504K - $517K
184K $10.9M
SYK
Stryker Corp

Healthcare
519
+ 2.31%
$315.94 - $371.96 $164K - $193K
23K $8.29M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.33K
+ 3.45%
$48.51 - $52.86 $161K - $176K
99.7K $5.27M
FHN
First Horizon Corp

Financial Services
42.8K
+ 10.12%
$14.63 - $17.45 $626K - $747K
466K $7.23M
VZ
Verizon Communications Inc

Communication Services
5.97K
+ 8.83%
$38.89 - $45.0 $232K - $269K
73.6K $3.31M
PFF
Ishares Trust Ishares Pfd And

ETFs
3.47K
+ 1.47%
$31.18 - $33.5 $108K - $116K
240K $7.98M
XLU
Utilities Sector Spdr

ETFs
474
+ 1.29%
$67.67 - $80.78 $32.1K - $38.3K
37.2K $3M
GNRC
Generac Holdings Inc.

Industrials
2.82K
+ 170.57%
$133.16 - $159.78 $376K - $451K
4.48K $711K
IXUS
Ishares Tr

ETFs
3.68K
+ 8.4%
$64.9 - $73.35 $239K - $270K
47.5K $3.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
738
+ 2.02%
$105.53 - $118.34 $77.9K - $87.3K
37.3K $4.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.81K
+ 6.57%
$57.32 - $62.65 $218K - $239K
61.8K $3.85M
DUK
Duke Energy Corp

Utilities
23
+ 0.08%
$99.35 - $117.71 $2.29K - $2.71K
29.6K $3.41M
IEF
Ishares Barclays

ETFs
1.98K
+ 3.56%
$92.67 - $99.14 $183K - $196K
57.5K $5.64M
CYRX
Cryoport, Inc.

Industrials
45.5K
+ 134.4%
$5.55 - $9.56 $252K - $435K
79.3K $643K
SWK
Stanley Black & Decker, Inc.

Industrials
168
+ 1.41%
$77.75 - $110.17 $13.1K - $18.5K
12.1K $1.33M
SMG
Scotts Miracle Gro CO

Basic Materials
342
+ 2.22%
$61.06 - $86.7 $20.9K - $29.7K
15.7K $1.36M
UL
Unilever PLC

Consumer Defensive
245
+ 0.73%
$54.7 - $65.59 $13.4K - $16.1K
34K $2.21M
BAC
Bank Of America Corp

Financial Services
5.65K
+ 4.8%
$36.65 - $44.13 $207K - $249K
123K $4.89M
VBK
Vanguard Small Cap Growth ETF

ETFs
223
+ 2.56%
$240.48 - $267.94 $53.6K - $59.8K
8.92K $2.39M
IVZ
Invesco Ltd.

Financial Services
197
+ 0.27%
$14.85 - $17.74 $2.93K - $3.49K
72.5K $1.27M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.65K
+ 2.12%
$24.8 - $25.75 $65.8K - $68.3K
128K $3.3M
MGNI
Magnite, Inc.

Communication Services
9.37K
+ 14.33%
$12.37 - $15.84 $116K - $148K
74.8K $1.03M
PFG
Principal Financial Group Inc

Financial Services
422
+ 2.49%
$72.94 - $87.46 $30.8K - $36.9K
17.4K $1.49M
TIP
Ishares Tr Tips Bd ETF

ETFs
563
+ 2.23%
$105.92 - $110.83 $59.6K - $62.4K
25.8K $2.85M
FMC
Fmc Corp

Basic Materials
701
+ 5.58%
$54.54 - $66.06 $38.2K - $46.3K
13.3K $875K
WRB
Berkley W R Corp

Financial Services
4.72K
+ 84.67%
$51.54 - $79.62 $243K - $375K
10.3K $583K
QQQ
Invesco Qqq Trust, Series 1

ETFs
205
+ 4.77%
$434.77 - $502.96 $89.1K - $103K
4.51K $2.2M
SCCO
Southern Copper Corp

Basic Materials
112
+ 0.72%
$94.1 - $120.43 $10.5K - $13.5K
15.7K $1.82M
MANH
Manhattan Associates Inc

Technology
66
+ 2.12%
$218.59 - $286.0 $14.4K - $18.9K
3.18K $895K
STX
Seagate Technology Holdings PLC

Technology
73
+ 0.46%
$92.1 - $110.76 $6.72K - $8.09K
16K $1.76M
DLR
Digital Realty Trust, Inc.

Real Estate
109
+ 1.26%
$144.47 - $162.98 $15.7K - $17.8K
8.73K $1.41M
Activity Summary
Buys All Purchases 97 New Holdings 26 Increased Positions 71 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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