Greenwood Capital Associates LLC Portfolio Holdings
Greenwood Capital Associates LLC
- $786 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 249
- Current Value $786 Million
- Prior Value $727 Million
- Filing
- Period Q2 2025
- Filing Date July 21, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 30 stocks
- Additional Purchases 64 stocks
- Sold out of 0 stocks
- Reduced holdings in 143 stocks