Greenwood Capital Associates LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $786 Million distributed in 249 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $39.7M, Microsoft Corp with a value of $31.7M, Apple Inc. with a value of $30.4M, Jp Morgan ETF Trust Betabuilde with a value of $23.6M, and Alphabet Inc. with a value of $22M.
Examining the 13F form we can see an increase of $58.5M in the current position value, from $727M to 786M.
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
$786 Million
ETFs: $221 Million
Technology: $158 Million
Financial Services: $91.7 Million
Healthcare: $67.3 Million
Communication Services: $54 Million
Industrials: $48 Million
Consumer Cyclical: $44.3 Million
Energy: $26.9 Million
Other: $64.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
