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
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
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
NFG
National Fuel Gas CO

Energy
30
+ 0.31%
$60.71 - $79.19 $1.82K - $2.38K
9.72K $769K
RMBS
Rambus Inc

Technology
3.65K
+ 54.01%
$51.55 - $68.59 $188K - $250K
10.4K $538K
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
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
TJX
Tjx Companies Inc

Consumer Cyclical
718
+ 1.39%
$112.81 - $126.16 $81K - $90.6K
52.2K $6.36M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.39K
+ 57.92%
$20.2 - $22.24 $129K - $142K
17.4K $371K
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
PFE
Pfizer Inc

Healthcare
7.28K
+ 14.32%
$25.01 - $27.13 $182K - $197K
58.1K $1.47M
INCY
Incyte Corp

Healthcare
2.96K
+ 43.78%
$60.0 - $75.26 $178K - $223K
9.73K $588K
SCCO
Southern Copper Corp

Basic Materials
831
+ 5.57%
$85.92 - $101.48 $71.4K - $84.3K
15.7K $1.47M
ONTO
Onto Innovation Inc.

Technology
1.48K
+ 92.72%
$121.34 - $224.5 $179K - $332K
3.07K $372K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.99K
+ 22.88%
$69.82 - $78.67 $139K - $157K
10.7K $753K
VEA
Vanguard Ftse Developed Market

ETFs
1.31K
+ 15.77%
$47.4 - $52.99 $62.2K - $69.5K
9.63K $493K
HUBB
Hubbell Inc

Industrials
570
+ 50.76%
$330.91 - $456.86 $189K - $260K
1.69K $560K
DIS
Walt Disney CO

Communication Services
7.39K
+ 14.54%
$96.87 - $114.0 $716K - $842K
58.2K $5.74M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
698
+ 1.56%
$69.15 - $74.69 $48.3K - $52.1K
45.5K $3.24M
STE
Steris PLC

Healthcare
16
+ 0.51%
$202.46 - $232.74 $3.24K - $3.72K
3.15K $714K
IP
International Paper CO

Consumer Cyclical
1.24K
+ 4.88%
$49.38 - $60.09 $61.3K - $74.6K
26.7K $1.43M
LMT
Lockheed Martin Corp

Industrials
333
+ 13.78%
$423.19 - $506.29 $141K - $169K
2.75K $1.23M
FHN
First Horizon Corp

Financial Services
8.1K
+ 5.27%
$17.7 - $22.43 $143K - $182K
162K $3.14M
HPQ
Hp Inc

Technology
7.18K
+ 20.12%
$27.69 - $34.72 $199K - $249K
42.9K $1.19M
SDGR
Schrodinger, Inc.

Healthcare
612
+ 2.72%
$18.69 - $26.15 $11.4K - $16K
23.1K $456K
RE
Everest Re Group LTD

Financial Services
22
+ 1.21%
N/A
1.84K $680K
Fidelity Covington Trust
19.1K
+ 190.24%
N/A
29.1K $0
Jacobs Solutions Inc
8.89K
+ 31.12%
N/A
37.4K $0
Fidelity Covington Trust
28.3K
+ 195.56%
N/A
42.8K $0
PRU
Prudential Financial Inc

Financial Services
923
+ 5.97%
$105.04 - $122.33 $97K - $113K
16.4K $1.83M
VMC
Vulcan Materials CO

Basic Materials
85
+ 8.37%
$220.9 - $277.54 $18.8K - $23.6K
1.1K $256K
HCKT
Hackett Group, Inc.

Technology
558
+ 3.6%
$28.16 - $32.09 $15.7K - $17.9K
16.1K $469K
MHK
Mohawk Industries Inc

Consumer Cyclical
34
+ 0.82%
$110.92 - $130.83 $3.77K - $4.45K
4.2K $479K
GMED
Globus Medical Inc

Healthcare
983
+ 10.4%
$69.68 - $93.32 $68.5K - $91.7K
10.4K $763K
PNC
Pnc Financial Services Group, Inc.

Financial Services
938
+ 8.28%
$168.84 - $202.89 $158K - $190K
12.3K $2.16M
APA
Apa Corp

Energy
730
+ 2.67%
$18.54 - $25.45 $13.5K - $18.6K
28.1K $590K
SMG
Scotts Miracle Gro CO

Basic Materials
2.21K
+ 14.03%
$54.76 - $77.7 $121K - $172K
18K $985K
APLE
Apple Hospitality Reit, Inc.

Real Estate
91
+ 0.29%
$12.87 - $15.85 $1.17K - $1.44K
31.5K $407K
IVZ
Invesco Ltd.

Financial Services
5.78K
+ 8.06%
$14.82 - $19.34 $85.6K - $112K
77.5K $1.18M
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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