Greenwood Capital Associates LLC New Holdings in Q1 2025

Greenwood Capital Associates LLC

  • $727 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
76.2K
New
$83.01 - $101.02 $6.33M - $7.7M
76.2K $6.84M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
8.44K
New
$634.14 - $744.83 $5.35M - $6.29M
8.44K $5.35M
CEG
Constellation Energy Corp

Utilities
22.4K
New
$201.63 - $347.44 $4.51M - $7.78M
22.4K $4.51M
DE
Deere & CO

Industrials
7.65K
New
$408.57 - $509.27 $3.13M - $3.9M
7.65K $3.59M
APO
Apollo Global Management, Inc.

Financial Services
26.1K
New
$126.01 - $172.06 $3.29M - $4.49M
26.1K $3.57M
BIDU
Baidu, Inc.

Communication Services
28.5K
New
$77.43 - $102.51 $2.2M - $2.92M
28.5K $2.62M
LNG
Cheniere Energy, Inc.

Energy
9.19K
New
$209.32 - $253.66 $1.92M - $2.33M
9.19K $2.13M
MSI
Motorola Solutions, Inc.

Technology
4.54K
New
$411.73 - $482.1 $1.87M - $2.19M
4.54K $1.99M
MC
Moelis & CO

Financial Services
20.5K
New
$57.91 - $81.2 $1.18M - $1.66M
20.5K $1.19M
UITB
Usaa ETF Tr Core Intermediate

ETFs
25.4K
New
$45.41 - $47.18 $1.15M - $1.2M
25.4K $1.19M
DOCU
Docusign, Inc.

Technology
9.64K
New
$74.7 - $97.7 $720K - $941K
9.64K $784K
FYLD
Cambria Foreign Shareholder Yi

ETFs
27.3K
New
$24.97 - $27.67 $681K - $754K
27.3K $739K
UTHR
United Therapeutics Corp

Healthcare
2.35K
New
$304.42 - $380.78 $715K - $894K
2.35K $724K
CNHI
Cnh Industrial N.V.

Industrials
50.4K
New
N/A
50.4K $525K
GENI
Genius Sports LTD

Communication Services
51.8K
New
$8.32 - $11.08 $431K - $573K
51.8K $518K
GLD
Spdr Gold Trust

ETFs
1.65K
New
$243.19 - $288.14 $402K - $476K
1.65K $476K
USMC
Principal ETF U S Mega Cap

ETFs
8.04K
New
$55.72 - $63.13 $448K - $507K
8.04K $454K
CG
Carlyle Group Inc.

Financial Services
10.2K
New
$40.03 - $56.96 $409K - $582K
10.2K $445K
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
16.7K
New
$25.88 - $27.09 $431K - $452K
16.7K $443K
MRCY
Mercury Systems Inc

Industrials
10.1K
New
$39.67 - $49.88 $400K - $503K
10.1K $434K
GBCI
Glacier Bancorp, Inc.

Financial Services
8.09K
New
$43.81 - $52.23 $354K - $422K
8.09K $357K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
13.6K
New
$24.88 - $26.85 $338K - $365K
13.6K $344K
SOFI
So Fi Technologies, Inc.

Financial Services
27.9K
New
$11.18 - $18.03 $312K - $504K
27.9K $324K
VV
Vanguard Large Cap ETF

ETFs
1.25K
New
$253.32 - $282.66 $317K - $353K
1.25K $319K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.18K
New
$74.85 - $84.89 $238K - $270K
3.18K $261K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.36K
New
$73.78 - $76.59 $248K - $257K
3.36K $256K
VO
Vanguard Mid Cap ETF

ETFs
967
New
$251.87 - $277.95 $244K - $269K
967 $248K
DFAR
Dimensional ETF Tr Dimensional

ETFs
9.33K
New
$22.35 - $24.52 $208K - $229K
9.33K $219K
Spinnaker ETF Series
14.7K
New
N/A
14.7K $0
Dimensional ETF Trust
6.03K
New
N/A
6.03K $0
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
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