Greenwood Capital Associates LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $755 Million distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.2M, Microsoft Corp with a value of $28.2M, Ishares Core S&P 500 ETF with a value of $27.4M, Alphabet Inc. with a value of $21.3M, and Jp Morgan ETF Trust Betabuilde with a value of $18.3M.
Examining the 13F form we can see an increase of $9.57M in the current position value, from $745M to 755M.
Greenwood Capital Associates LLC is based out at Greenwood, SC
Below you can find more details about Greenwood Capital Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$755 Million
ETFs: $188 Million
Technology: $151 Million
Financial Services: $93 Million
Healthcare: $90.2 Million
Industrials: $54.5 Million
Communication Services: $50.1 Million
Consumer Defensive: $36 Million
Consumer Cyclical: $29.1 Million
Other: $62.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
