The Analysis of GREENWOOD CAPITAL ASSOCIATES LLC's Holdings
Currently, GREENWOOD CAPITAL ASSOCIATES LLC holds 255 types of securities in its portfolio with a total value $866.5M. In the most recent quarter, they have increased their positions in NKE (+84.2K shares, valued at $5.9M), ALB (+50.2K shares, valued at $4.1M), ETN (+8.3K shares, valued at $3.1M); decreased their positions in ORCL (-28.5K shares, valued at $8.0M), PG (-32.1K shares, valued at $4.9M), APH (-35.1K shares, valued at $4.3M); initiated new positions in ALB (+50.2K shares, valued at $4.1M), MRVL (+35.4K shares, valued at $3.0M), PFFD (+120.2K shares, valued at $2.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR60.2K shares-5.67%2025-09-302025-10-16
AAPL APPLE INC146.6K shares-0.99%2025-09-302025-10-16
MSFT MICROSOFT CORP63.1K shares-0.93%2025-09-302025-10-16
GOOGL ALPHABET INC115.2K shares-7.49%2025-09-302025-10-16
BBEU J P MORGAN EXCHANGE TRADED F362.9K shares3.57%2025-09-302025-10-16
AMZN AMAZON COM INC85.3K shares3.76%2025-09-302025-10-16
BRK.B BERKSHIRE HATHAWAY INC DEL34.5K shares3.56%2025-09-302025-10-16
GVI ISHARES TR137.2K shares1.37%2025-09-302025-10-16
AGG ISHARES TR132.7K shares2.36%2025-09-302025-10-16
IBM INTERNATIONAL BUSINESS MACHS47.2K shares20.94%2025-09-302025-10-16
JPM JPMORGAN CHASE & CO.39.1K shares-4.86%2025-09-302025-10-16
EMXC ISHARES INC182.5K shares4.06%2025-09-302025-10-16
AVGO BROADCOM INC37.0K shares-22.14%2025-09-302025-10-16
IPAC ISHARES TR165.3K shares0.82%2025-09-302025-10-16
IXUS ISHARES TR127.8K shares1.97%2025-09-302025-10-16
PANW PALO ALTO NETWORKS INC49.8K shares16.56%2025-09-302025-10-16
VGSH VANGUARD SCOTTSDALE FDS171.4K shares-1.45%2025-09-302025-10-16
LLY ELI LILLY & CO13.2K shares25.47%2025-09-302025-10-16
DFAX DIMENSIONAL ETF TRUST313.9K shares19.93%2025-09-302025-10-16
META META PLATFORMS INC13.1K shares-0.04%2025-09-302025-10-16
JNJ JOHNSON & JOHNSON50.7K shares-2.12%2025-09-302025-10-16
MS MORGAN STANLEY58.5K shares-7.33%2025-09-302025-10-16
ASML ASML HOLDING N V9.1K shares34.11%2025-09-302025-10-16
IEF ISHARES TR89.6K shares1.13%2025-09-302025-10-16
APH AMPHENOL CORP NEW67.7K shares-34.14%2025-09-302025-10-16
MDT MEDTRONIC PLC86.3K shares2.83%2025-09-302025-10-16
NEE NEXTERA ENERGY INC108.0K shares11.07%2025-09-302025-10-16
MAA MID-AMER APT CMNTYS INC58.1K shares2.82%2025-09-302025-10-16
DFUS DIMENSIONAL ETF TRUST109.0K shares27.07%2025-09-302025-10-16
CSCO CISCO SYS INC114.5K shares27.62%2025-09-302025-10-16
CRH CRH PLC63.5K shares-4.10%2025-09-302025-10-16
TEVA TEVA PHARMACEUTICAL INDS LTD370.4K shares17.86%2025-09-302025-10-16
HD HOME DEPOT INC18.3K shares7.30%2025-09-302025-10-16
GE GE AEROSPACE24.5K shares-6.69%2025-09-302025-10-16
TXN TEXAS INSTRS INC40.1K shares19.75%2025-09-302025-10-16
XOM EXXON MOBIL CORP65.3K shares0.13%2025-09-302025-10-16
JIRE J P MORGAN EXCHANGE TRADED F99.8K shares20.82%2025-09-302025-10-16
SPYV SPDR SERIES TRUST131.1K shares3.35%2025-09-302025-10-16
IJH ISHARES TR108.6K shares-14.14%2025-09-302025-10-16
REGN REGENERON PHARMACEUTICALS12.6K shares-2.10%2025-09-302025-10-16
BIDU BAIDU INC53.3K shares36.73%2025-09-302025-10-16
TJX TJX COS INC NEW47.9K shares-1.42%2025-09-302025-10-16
SYK STRYKER CORPORATION18.1K shares5.90%2025-09-302025-10-16
NKE NIKE INC94.9K shares789.36%2025-09-302025-10-16
WMT WALMART INC64.1K shares14.11%2025-09-302025-10-16
CME CME GROUP INC24.2K shares1.66%2025-09-302025-10-16
ETN EATON CORP PLC17.3K shares93.04%2025-09-302025-10-16
MSI MOTOROLA SOLUTIONS INC13.5K shares47.08%2025-09-302025-10-16
BAC BANK AMERICA CORP119.0K shares-1.38%2025-09-302025-10-16
EOG EOG RES INC50.1K shares-0.26%2025-09-302025-10-16
DE DEERE & CO12.2K shares89.16%2025-09-302025-10-16
AMD ADVANCED MICRO DEVICES INC34.3K shares-14.66%2025-09-302025-10-16
NFLX NETFLIX INC4.5K shares-7.36%2025-09-302025-10-16
MCHI ISHARES TR81.8K shares-0.03%2025-09-302025-10-16
DIS DISNEY WALT CO45.7K shares8.36%2025-09-302025-10-16
KO COCA COLA CO78.7K shares-0.55%2025-09-302025-10-16
UNH UNITEDHEALTH GROUP INC15.1K shares85.50%2025-09-302025-10-16
QQQ INVESCO QQQ TR8.4K shares-1.18%2025-09-302025-10-16
VRTX VERTEX PHARMACEUTICALS INC12.8K shares24.41%2025-09-302025-10-16
CEG CONSTELLATION ENERGY CORP15.1K shares-4.91%2025-09-302025-10-16
HBAN HUNTINGTON BANCSHARES INC286.9K shares-0.06%2025-09-302025-10-16
MCD MCDONALDS CORP15.9K shares-0.28%2025-09-302025-10-16
UITB VICTORY PORTFOLIOS II95.4K shares67.46%2025-09-302025-10-16
J JACOBS SOLUTIONS INC29.6K shares-0.90%2025-09-302025-10-16
TT TRANE TECHNOLOGIES PLC10.3K shares-1.60%2025-09-302025-10-16
BBCA J P MORGAN EXCHANGE TRADED F49.6K shares6.43%2025-09-302025-10-16
LNG CHENIERE ENERGY INC18.2K shares44.41%2025-09-302025-10-16
ORCL ORACLE CORP14.9K shares-65.70%2025-09-302025-10-16
AMGN AMGEN INC14.5K shares-0.30%2025-09-302025-10-16
ALB ALBEMARLE CORP50.2K sharesnew addition2025-09-302025-10-16
FANG DIAMONDBACK ENERGY INC28.3K shares1.11%2025-09-302025-10-16
CB CHUBB LIMITED14.2K shares12.33%2025-09-302025-10-16
VMBS VANGUARD SCOTTSDALE FDS83.7K shares1.55%2025-09-302025-10-16
EMR EMERSON ELEC CO29.7K shares-26.99%2025-09-302025-10-16
APO APOLLO GLOBAL MGMT INC29.0K shares-0.41%2025-09-302025-10-16
VGLT VANGUARD SCOTTSDALE FDS64.7K shares13.07%2025-09-302025-10-16
EL LAUDER ESTEE COS INC41.1K shares81.13%2025-09-302025-10-16
ADP AUTOMATIC DATA PROCESSING IN11.8K shares-0.15%2025-09-302025-10-16
GOOG ALPHABET INC13.6K shares0.00%2025-09-302025-10-16
XLU SELECT SECTOR SPDR TR37.8K shares-1.21%2025-09-302025-10-16
DUK DUKE ENERGY CORP NEW25.8K shares0.76%2025-09-302025-10-16
IJR ISHARES TR25.9K shares-1.91%2025-09-302025-10-16
AVEM AMERICAN CENTY ETF TR40.3K shares17.55%2025-09-302025-10-16
MRVL MARVELL TECHNOLOGY INC35.4K sharesnew addition2025-09-302025-10-16
FHN FIRST HORIZON CORPORATION125.0K shares-14.92%2025-09-302025-10-16
VBK VANGUARD INDEX FDS9.4K shares0.60%2025-09-302025-10-16
VZ VERIZON COMMUNICATIONS INC63.5K shares-0.38%2025-09-302025-10-16
FELG FIDELITY COVINGTON TRUST65.6K shares26.18%2025-09-302025-10-16
AVLV AMERICAN CENTY ETF TR34.8K shares31.93%2025-09-302025-10-16
PFFD GLOBAL X FDS120.2K sharesnew addition2025-09-302025-10-16
CVX CHEVRON CORP NEW13.8K shares0.02%2025-09-302025-10-16
OKE ONEOK INC NEW28.1K shares16.87%2025-09-302025-10-16
PFF ISHARES TR64.7K shares-52.20%2025-09-302025-10-16
FCX FREEPORT-MCMORAN INC52.1K shares-12.92%2025-09-302025-10-16
PRU PRUDENTIAL FINL INC18.7K shares-2.11%2025-09-302025-10-16
CTRA COTERRA ENERGY INC79.7K shares1.02%2025-09-302025-10-16
RF REGIONS FINANCIAL CORP NEW70.5K shares-2.67%2025-09-302025-10-16
JHG JANUS HENDERSON GROUP PLC41.4K shares-1.79%2025-09-302025-10-16
FITB FIFTH THIRD BANCORP40.4K shares-1.72%2025-09-302025-10-16
SNV SYNOVUS FINL CORP36.7K shares-2.39%2025-09-302025-10-16
KEY KEYCORP93.6K shares-1.22%2025-09-302025-10-16
D DOMINION ENERGY INC28.5K shares0.00%2025-09-302025-10-16
USIG ISHARES TR33.1K shares1.06%2025-09-302025-10-16
PNC PNC FINL SVCS GROUP INC8.5K shares-2.35%2025-09-302025-10-16
CMA COMERICA INC24.5K shares-2.05%2025-09-302025-10-16
QCOM QUALCOMM INC10.0K shares-4.02%2025-09-302025-10-16
IVZ INVESCO LTD72.2K shares-3.80%2025-09-302025-10-16
SRE SEMPRA18.2K shares0.03%2025-09-302025-10-16
SKT TANGER INC48.3K shares37.77%2025-09-302025-10-16
HPQ HP INC57.4K shares27.79%2025-09-302025-10-16
BBY BEST BUY INC20.3K shares18.23%2025-09-302025-10-16
TSN TYSON FOODS INC28.2K shares0.00%2025-09-302025-10-16
LNC LINCOLN NATL CORP IND37.5K shares-2.77%2025-09-302025-10-16
MC MOELIS & CO21.1K shares-4.21%2025-09-302025-10-16
NJR NEW JERSEY RES CORP31.1K shares0.19%2025-09-302025-10-16
FESM FIDELITY COVINGTON TRUST39.6K shares13.30%2025-09-302025-10-16
BMY BRISTOL-MYERS SQUIBB CO32.1K shares-1.44%2025-09-302025-10-16
CVS CVS HEALTH CORP18.9K shares-0.32%2025-09-302025-10-16
SWKS SKYWORKS SOLUTIONS INC18.4K shares120.94%2025-09-302025-10-16
JMEE J P MORGAN EXCHANGE TRADED F22.3K shares20.39%2025-09-302025-10-16
KMB KIMBERLY-CLARK CORP11.3K shares-0.54%2025-09-302025-10-16
USMC PRINCIPAL EXCHANGE TRADED FD20.4K shares108.84%2025-09-302025-10-16
LMT LOCKHEED MARTIN CORP2.8K shares1.43%2025-09-302025-10-16
ADM ARCHER DANIELS MIDLAND CO23.0K sharesnew addition2025-09-302025-10-16
PFG PRINCIPAL FINANCIAL GROUP IN16.5K shares-2.66%2025-09-302025-10-16
FYLD CAMBRIA ETF TR43.2K shares19.25%2025-09-302025-10-16
PFE PFIZER INC52.9K shares-1.38%2025-09-302025-10-16
NTR NUTRIEN LTD21.8K sharesnew addition2025-09-302025-10-16
SW SMURFIT WESTROCK PLC29.1K sharesnew addition2025-09-302025-10-16
IP INTERNATIONAL PAPER CO26.2K shares-0.15%2025-09-302025-10-16
ABBV ABBVIE INC5.0K shares10.82%2025-09-302025-10-16
WHR WHIRLPOOL CORP14.1K shares78.23%2025-09-302025-10-16
IWV ISHARES TR2.9K shares-18.69%2025-09-302025-10-16
SWK STANLEY BLACK & DECKER INC14.6K shares1.10%2025-09-302025-10-16
GIS GENERAL MLS INC21.4K shares1.52%2025-09-302025-10-16
DVY ISHARES TR7.6K shares-1.08%2025-09-302025-10-16
TFC TRUIST FINL CORP22.7K shares0.00%2025-09-302025-10-16
LAZ LAZARD INC19.1K shares-3.11%2025-09-302025-10-16
BG BUNGE GLOBAL SA12.4K shares0.57%2025-09-302025-10-16
DFGX DIMENSIONAL ETF TRUST17.8K shares61.91%2025-09-302025-10-16
LYB LYONDELLBASELL INDUSTRIES N19.5K shares1.48%2025-09-302025-10-16
PDBC INVESCO ACTVELY MNGD ETC FD70.5K shares53.55%2025-09-302025-10-16
FMC FMC CORP27.1K shares-0.51%2025-09-302025-10-16
EMMF WISDOMTREE TR29.1K shares20.36%2025-09-302025-10-16
NXST NEXSTAR MEDIA GROUP INC4.5K sharesnew addition2025-09-302025-10-16
NVDA NVIDIA CORPORATION4.7K shares0.00%2025-09-302025-10-16
SPGI S&P GLOBAL INC1.8K shares-0.50%2025-09-302025-10-16
DHR DANAHER CORPORATION4.2K shares-23.46%2025-09-302025-10-16
LOW LOWES COS INC3.3K shares-5.69%2025-09-302025-10-16
UL UNILEVER PLC13.9K shares-53.10%2025-09-302025-10-16
VTI VANGUARD INDEX FDS2.5K shares-1.11%2025-09-302025-10-16
DOCU DOCUSIGN INC11.3K shares-3.32%2025-09-302025-10-16
OKTA OKTA INC8.7K shares-5.26%2025-09-302025-10-16
PEGA PEGASYSTEMS INC13.6K shares-7.68%2025-09-302025-10-16
UPS UNITED PARCEL SERVICE INC9.3K shares1.14%2025-09-302025-10-16
DPZ DOMINOS PIZZA INC1.8K shares-1.47%2025-09-302025-10-16
CASY CASEYS GEN STORES INC1.4K shares-12.52%2025-09-302025-10-16
GMED GLOBUS MED INC13.2K shares27.48%2025-09-302025-10-16
MRCY MERCURY SYS INC9.4K shares-5.86%2025-09-302025-10-16
DBMF LITMAN GREGORY FDS TR26.1K shares54.69%2025-09-302025-10-16
MHK MOHAWK INDS INC5.2K shares41.50%2025-09-302025-10-16
RMBS RAMBUS INC DEL6.4K shares-30.99%2025-09-302025-10-16
ONTO ONTO INNOVATION INC5.1K shares66.61%2025-09-302025-10-16
JEPI J P MORGAN EXCHANGE TRADED F10.9K sharesnew addition2025-09-302025-10-16
UTI UNIVERSAL TECHNICAL INST INC19.1K shares15.54%2025-09-302025-10-16
LSCC LATTICE SEMICONDUCTOR CORP8.5K shares30.69%2025-09-302025-10-16
L LOEWS CORP6.1K shares-7.69%2025-09-302025-10-16
INCY INCYTE CORP7.2K shares-13.03%2025-09-302025-10-16
MOS MOSAIC CO NEW17.3K sharesnew addition2025-09-302025-10-16
CHWY CHEWY INC14.8K shares16.40%2025-09-302025-10-16
GENI GENIUS SPORTS LIMITED48.1K shares-8.69%2025-09-302025-10-16
FBNC FIRST BANCORP N C11.0K shares35.29%2025-09-302025-10-16
UTHR UNITED THERAPEUTICS CORP DEL1.4K shares-37.19%2025-09-302025-10-16
FLR FLUOR CORP NEW13.7K shares11.14%2025-09-302025-10-16
CG CARLYLE GROUP INC9.2K shares-8.56%2025-09-302025-10-16
MGNI MAGNITE INC26.3K shares-34.43%2025-09-302025-10-16
FIX COMFORT SYS USA INC687 shares-50.11%2025-09-302025-10-16
NFG NATIONAL FUEL GAS CO6.1K shares-6.64%2025-09-302025-10-16
XLF SELECT SECTOR SPDR TR10.4K shares-8.97%2025-09-302025-10-16
DFAR DIMENSIONAL ETF TRUST23.3K shares68.28%2025-09-302025-10-16
HUBB HUBBELL INC1.3K shares-8.85%2025-09-302025-10-16
GNRC GENERAC HLDGS INC3.3K shares-18.26%2025-09-302025-10-16
DFAC DIMENSIONAL ETF TRUST14.1K shares0.00%2025-09-302025-10-16
GBCI GLACIER BANCORP INC NEW11.1K shares39.10%2025-09-302025-10-16
CACI CACI INTL INC1.1K shares50.99%2025-09-302025-10-16
OLLI OLLIES BARGAIN OUTLET HLDGS4.2K shares-10.90%2025-09-302025-10-16
MANH MANHATTAN ASSOCIATES INC2.6K shares-8.02%2025-09-302025-10-16
WRB BERKLEY W R CORP6.8K shares-7.83%2025-09-302025-10-16
VCTR VICTORY CAP HLDGS INC8.0K shares-10.19%2025-09-302025-10-16
SCHH SCHWAB STRATEGIC TR23.9K shares40.04%2025-09-302025-10-16
ONON ON HLDG AG12.1K shares32.54%2025-09-302025-10-16
CAT CATERPILLAR INC1.1K shares0.00%2025-09-302025-10-16
CNH CNH INDL N V47.1K shares-0.04%2025-09-302025-10-16
EG EVEREST GROUP LTD1.4K shares-5.13%2025-09-302025-10-16
YEAR AB ACTIVE ETFS INC9.9K sharesnew addition2025-09-302025-10-16
VEA VANGUARD TAX-MANAGED FDS7.9K shares0.00%2025-09-302025-10-16
TWLO TWILIO INC4.7K shares-3.92%2025-09-302025-10-16
KEX KIRBY CORP5.5K shares8.44%2025-09-302025-10-16
VNOM VIPER ENERGY INC11.8K shares37.74%2025-09-302025-10-16
VNOM VIPER ENERGY INC11.8K sharesnew addition2025-09-302025-10-16
PRK PARK NATL CORP2.7K shares0.00%2025-09-302025-10-16
PG PROCTER AND GAMBLE CO2.9K shares-91.84%2025-09-302025-10-16
FR FIRST INDL RLTY TR INC8.2K shares3.50%2025-09-302025-10-16
HYFI AB ACTIVE ETFS INC11.0K sharesnew addition2025-09-302025-10-16
JPIE J P MORGAN EXCHANGE TRADED F8.8K sharesnew addition2025-09-302025-10-16
CW CURTISS WRIGHT CORP750 shares-49.80%2025-09-302025-10-16
SPXC SPX TECHNOLOGIES INC2.2K shares-5.77%2025-09-302025-10-16
EXEL EXELIXIS INC9.7K sharesnew addition2025-09-302025-10-16
SDGR SCHRODINGER INC19.9K shares-9.44%2025-09-302025-10-16
CAVA CAVA GROUP INC6.6K shares76.66%2025-09-302025-10-16
ANET ARISTA NETWORKS INC2.7K shares0.00%2025-09-302025-10-16
KBH KB HOME6.2K sharesnew addition2025-09-302025-10-16
QAI NEW YORK LIFE INVESTMENTS ET11.8K shares40.83%2025-09-302025-10-16
TAP MOLSON COORS BEVERAGE CO8.6K shares0.00%2025-09-302025-10-16
VV VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-10-16
PCRX PACIRA BIOSCIENCES INC14.9K shares13.24%2025-09-302025-10-16
XLK SELECT SECTOR SPDR TR1.4K shares-10.83%2025-09-302025-10-16
GLD SPDR GOLD TR1.1K shares-36.56%2025-09-302025-10-16
ILMN ILLUMINA INC3.9K shares-10.07%2025-09-302025-10-16
VCIT VANGUARD SCOTTSDALE FDS4.4K shares0.00%2025-09-302025-10-16
BAX BAXTER INTL INC15.7K sharesnew addition2025-09-302025-10-16
HXL HEXCEL CORP NEW5.6K shares-8.07%2025-09-302025-10-16
EXP EAGLE MATLS INC1.5K shares-32.75%2025-09-302025-10-16
EMBD GLOBAL X FDS14.0K shares61.01%2025-09-302025-10-16
FPEI FIRST TR EXCH TRADED FD III17.2K shares61.42%2025-09-302025-10-16
SIHY HARBOR ETF TRUST7.1K shares61.62%2025-09-302025-10-16
RTX RTX CORPORATION1.9K shares0.00%2025-09-302025-10-16
ST SENSATA TECHNOLOGIES HLDG PL10.3K sharesnew addition2025-09-302025-10-16
VMC VULCAN MATLS CO1.0K shares0.00%2025-09-302025-10-16
SPY SPDR S&P 500 ETF TR468 shares0.00%2025-09-302025-10-16
SYFI AB ACTIVE ETFS INC8.5K sharesnew addition2025-09-302025-10-16
HUBG HUB GROUP INC8.9K sharesnew addition2025-09-302025-10-16
V VISA INC892 shares-1.11%2025-09-302025-10-16
IGLD FIRST TR EXCHANGE-TRADED FD12.5K sharesnew addition2025-09-302025-10-16
COST COSTCO WHSL CORP NEW321 shares0.00%2025-09-302025-10-16
FTLS FIRST TR EXCH TRADED FD III4.2K sharesnew addition2025-09-302025-10-16
EFA ISHARES TR3.2K shares0.00%2025-09-302025-10-16
FBIN FORTUNE BRANDS INNOVATIONS I5.5K sharesnew addition2025-09-302025-10-16
EWJ ISHARES INC3.7K shares-15.20%2025-09-302025-10-16
EMLP FIRST TR EXCHANGE-TRADED FD7.5K sharesnew addition2025-09-302025-10-16
UCON FIRST TR EXCHNG TRADED FD VI11.3K sharesnew addition2025-09-302025-10-16
FTXO FIRST TR EXCHANGE TRADED FD7.9K sharesnew addition2025-09-302025-10-16
VNQI VANGUARD INTL EQUITY INDEX F5.9K shares34.81%2025-09-302025-10-16
VO VANGUARD INDEX FDS950 shares0.00%2025-09-302025-10-16
PEP PEPSICO INC2.0K shares-9.34%2025-09-302025-10-16
XLI SELECT SECTOR SPDR TR1.8K shares-7.35%2025-09-302025-10-16
BTAL AGF INVTS TR16.5K sharesnew addition2025-09-302025-10-16
IVW ISHARES TR2.2K shares0.00%2025-09-302025-10-16
ABT ABBOTT LABS1.9K sharesnew addition2025-09-302025-10-16
AMLP ALPS ETF TR5.2K sharesnew addition2025-09-302025-10-16
IGV ISHARES TR2.1K shares-5.01%2025-09-302025-10-16
EHC ENCOMPASS HEALTH CORP1.8K shares0.00%2025-09-302025-10-16
INFU INFUSYSTEM HLDGS INC10.0K shares0.00%2025-09-302025-10-16
APYX APYX MEDICAL CORPORATION22.8K shares0.00%2025-09-302025-10-16
HBIO HARVARD BIOSCIENCE INC27.8K shares0.00%2025-09-302025-10-16
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available