GC

GREENWOOD CAPITAL ASSOCIATES LLC

13F
GREENWOOD CAPITAL ASSOCIATES LLC
Last update 2025-04-16 234 Stocks (31 new)
Value $741.00 Mil Turnover 14 %
Countries:
Top Holdings: AAPL(4.14%)MSFT(3.40%)IVV(2.96%)BBEU(2.75%)GOOGL(2.67%)
Summary Stock Picks Current Portfolio
GREENWOOD CAPITAL ASSOCIATES L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
138,201
30,698.5
-4.95%
4.140
-0.24%
0.000
-14.17%
-19.11%
3,018,082.4
Hardware
MSFT 		Microsoft Corp
67,232
25,238.3
+3.34%
3.400
+0.11%
0.000
+16.28%
+10.86%
3,459,589.0
Software
IVV 		iShares Core S&P 500 ETF
39,049
21,941.6
-30.22%
2.960
-1.30%
0.000
+2.46%
+2.00%
587,969.5
 
BBEU 		JPMorgan BetaBuilders Europe ETF
329,796
20,391.3
+4.63%
2.750
+0.12%
0.500
+6.39%
+23.17%
4,644.4
 
GOOGL 		Alphabet Inc
127,973
19,789.8
+4.32%
2.670
+0.11%
0.000
-2.25%
-10.66%
2,057,276.9
Interactive Media
BRK.B 		Berkshire Hathaway Inc
32,973
17,560.8
-10.69%
2.370
-0.23%
0.000
-2.34%
+7.41%
1,051,030.9
Insurance
AMZN 		Amazon.com Inc
84,872
16,147.8
-2.98%
2.180
-0.07%
0.000
+0.20%
-4.84%
2,216,482.1
Retail - Cyclical
GVI 		iShares Intermediate Government/Credit Bond ETF
133,358
14,138.6
+0.08%
1.910
0%
0.410
+1.25%
+3.00%
3,375.8
 
AGG 		iShares Core U.S. Aggregate Bond ETF
127,298
12,592.3
+2.04%
1.700
+0.03%
0.010
+0.37%
+2.75%
123,906.9
 
IBM 		International Business Machines Corp
48,757
12,123.8
-1.08%
1.640
-0.02%
0.010
+6.76%
+22.88%
247,749.2
Software

GREENWOOD CAPITAL ASSOCIATES LLC's Historical Top Holdings Breakdowns

GREENWOOD CAPITAL ASSOCIATES LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FBNC 		First Bancorp2025-03-31Reduce
-1.36%
●
38.72 ($42.21) 45.94
$40.90
-3.10%
Reduce -95.9%
10,134
-237,202
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-1.30%
●
554.06 ($590.51) 615.85
$598.73
1.39%
Reduce -30.22%
39,049
-16,908
MRK 		Merck & Co Inc2025-03-31New Buy
+0.92%
●
83.01 ($93.37) 101.02
$78.21
-16.24%
New holding
76,249
76,249
EA 		Electronic Arts Inc2025-03-31Sold Out
-0.76%
●
116.53 ($135.03) 146.29
$147.87
9.51%
Sold Out
0
-39,614
REGN 		Regeneron Pharmaceuticals Inc2025-03-31New Buy
+0.72%
●
634.14 ($687.82) 744.83
$484.90
-29.50%
New holding
8,442
8,442
DHR 		Danaher Corp2025-03-31Reduce
-0.71%
●
201.62 ($218.33) 250.59
$191.50
-12.29%
Reduce -78.63%
6,397
-23,534
PEP 		PepsiCo Inc2025-03-31Reduce
-0.70%
●
142.64 ($148.84) 156.42
$130.38
-12.40%
Reduce -84.83%
6,369
-35,613
AMGN 		Amgen Inc2025-03-31Reduce
-0.68%
●
258.59 ($295.3) 327.36
$289.48
-1.97%
Reduce -49.55%
20,256
-19,895
UBER 		Uber Technologies Inc2025-03-31Sold Out
-0.67%
●
63.17 ($72.04) 81.49
$83.89
16.44%
Sold Out
0
-84,658
CEG 		Constellation Energy Corp2025-03-31New Buy
+0.61%
●
201.63 ($268.03) 347.44
$296.69
10.69%
New holding
22,378
22,378

GREENWOOD CAPITAL ASSOCIATES LLC Total Holding History ($B)

To

GREENWOOD CAPITAL ASSOCIATES LLC's Asset Allocation

To

GREENWOOD CAPITAL ASSOCIATES LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

GREENWOOD CAPITAL ASSOCIATES LLC's Hypothetical Growth since 2025-03-31

GREENWOOD CAPITAL ASSOCIATES LLC's Yearly Returns

Year Portfolio % % Excess Gain %

GREENWOOD CAPITAL ASSOCIATES LLC's Holdings Heat Map

Size field:

GREENWOOD CAPITAL ASSOCIATES LLC's Holdings Bubble Chart

GREENWOOD CAPITAL ASSOCIATES LLC News

  • 1

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