Greenwood Capital Associates LLC Portfolio Holdings
Greenwood Capital Associates LLC
- $752 Million
- Q4 2024
Greenwood Capital Associates LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $752 Million distributed in 238 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.4M, Ishares Core S&P 500 ETF with a value of $32.9M, Microsoft Corp with a value of $27.4M, Alphabet Inc. with a value of $23.2M, and Amazon Com Inc with a value of $19.2M.
Examining the 13F form we can see an decrease of $2.94M in the current position value, from $755M to 752M.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 238
- Current Value $752 Million
- Prior Value $755 Million
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 25 stocks
- Additional Purchases 51 stocks
- Sold out of 0 stocks
- Reduced holdings in 152 stocks