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CIK: 0001161822
Total reported value
$1.0B
$1.0B
238 檔
13.7%
During the Q4 2024 filing period, Greenwood Capital Associates LLC (CIK: 0001161822) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 238 reported positions.
During Q4 2024, Greenwood Capital Associates LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 238 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.75% | +0.04% | -1.12% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.30% | -0.03% | +17.61% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.58% | -0.17% | -0.67% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.03% | +0.25% | -4.55% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.50% | +0.06% | -3.80% | |
| 6 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 2.28% | -0.15% | +7.56% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.18% | -0.12% | +7.46% | |
| 8 | GVI | Ishares Intermediate Governm | ETF-Other | 1.81% | -0.16% | -0.50% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.58% | -0.14% | -1.10% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | +0.12% | -7.06% | |
| 11 | FBNC | First Bancorp/nc | Stock-Other | 1.42% | — | +979.27% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.41% | +0.29% | -31.38% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.40% | -0.12% | +0.26% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.37% | -0.11% | -22.93% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | -0.06% | -2.69% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.32% | -3.96% | |
| 17 | CRH | CRH plc | Stock-Materials | 1.22% | +0.01% | -1.90% | |
| 18 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.21% | — | +38.10% | |
| 19 | MS | Morgan Stanley | Stock-Financials | 1.18% | -0.08% | -3.83% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | -0.04% | +2439.15% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.15% | +0.18% | +23.96% | |
| 22 | GTLS | Chart Industries Inc | Stock-Industrials | 1.10% | — | -26.36% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.09% | +0.15% | -0.91% | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 1.07% | — | -0.67% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.07% | +0.26% | +95.53% | |
| 26 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.05% | — | +1.35% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.04% | -0.07% | +50.65% | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 1.00% | +0.02% | -0.10% | |
| 29 | CME | Cme Group Inc | Stock-Financials | 1.00% | -0.09% | -1.94% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.99% | — | +12.59% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.98% | -0.03% | +140.00% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.06% | -14.30% | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.97% | -0.01% | -10.03% | |
| 34 | APH | Amphenol Corp-cl A | Stock-Tech | 0.95% | — | -1.75% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.20% | -4.15% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.90% | -0.04% | -10.72% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.90% | -0.01% | -32.81% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.88% | — | -1.80% | |
| 39 | EOG | Eog Resources Inc | Stock-Energy | 0.84% | — | -1.52% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.04% | -3.44% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.81% | -0.13% | +61.39% | |
| 42 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.79% | — | — | |
| 43 | PFF | Ishares Preferred & Income S | ETF-Other | 0.76% | -0.02% | -22.79% | |
| 44 | EA | Electronic Arts Inc | Stock-Comm Services | 0.76% | — | +1.52% | |
| 45 | TT | Trane Technologies plc | Stock-Industrials | 0.75% | +0.02% | -4.11% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.74% | -0.05% | EXIT | |
| 47 | DELL | Dell Technologies -c | Stock-Tech | 0.73% | — | +2.12% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.72% | +0.02% | +2.09% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | +0.06% | +3.35% | |
| 50 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.67% | — | -1.37% |
According to official SEC Form 13F filings, Greenwood Capital Associates LLC reported a total U.S. public equity portfolio value of $1.0B across 238 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, MSFT) accounted for 13.7% of total reported equity market value during Q4 2024.
During Q4 2024, Greenwood Capital Associates LLC's top holdings by market value included AAPL (4.8%)、IVV (4.3%)、MSFT (3.6%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q4 2024, Greenwood Capital Associates LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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