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CIK: 0001161822
Total reported value
$1.0B
$1.0B
234 檔
11.6%
According to the latest 13F quarterly dataset, Greenwood Capital Associates LLC managed an equity portfolio of $1.0B at the end of Q1 2025, spanning 234 distinct U.S. exchange-listed positions.
In Q1 2025, Greenwood Capital Associates LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.14% | +0.04% | -4.95% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | -0.17% | +3.34% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.96% | -0.03% | -30.22% | |
| 4 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 2.75% | -0.15% | +4.63% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.67% | +0.25% | +4.32% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.37% | -0.12% | -10.69% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | +0.06% | -2.98% | |
| 8 | GVI | Ishares Intermediate Governm | ETF-Other | 1.91% | -0.16% | +0.08% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.70% | -0.14% | +2.04% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 1.64% | +0.29% | -1.08% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.41% | -0.12% | -3.50% | |
| 12 | MDT | Medtronic plc | Stock-Healthcare | 1.35% | +0.02% | +15.86% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | -0.06% | -5.26% | |
| 14 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.32% | — | +3.09% | |
| 15 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.30% | — | +11.40% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.25% | +0.12% | +18.21% | |
| 17 | MS | Morgan Stanley | Stock-Financials | 1.24% | -0.08% | +9.72% | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.24% | +0.18% | +4.70% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | -0.20% | +14.02% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | -0.32% | -21.85% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.15% | -1.52% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.12% | -0.07% | +0.71% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.12% | -0.03% | +4.19% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.09% | +0.06% | +117.59% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | -0.04% | -8.43% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.03% | +0.26% | -0.38% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 1.01% | +0.04% | +60.59% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.98% | — | +14.15% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.21% | +100.61% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 0.93% | — | +0.46% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.01% | — | |
| 32 | GTLS | Chart Industries Inc | Stock-Industrials | 0.91% | — | +5.89% | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 0.90% | — | -0.90% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.89% | — | -22.25% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.88% | +0.06% | +24.58% | |
| 36 | CME | Cme Group Inc | Stock-Financials | 0.87% | -0.09% | -26.71% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.86% | -0.13% | +1.39% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.85% | -0.11% | -49.55% | |
| 39 | CRH | CRH plc | Stock-Materials | 0.80% | +0.01% | -33.13% | |
| 40 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.78% | — | +61.45% | |
| 41 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.78% | -0.01% | -35.59% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | -0.05% | EXIT | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.77% | +0.09% | NEW | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.76% | -0.04% | +4.20% | |
| 45 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.76% | — | +0.69% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.75% | -0.16% | +9.75% | |
| 47 | GE | General Electric | Stock-Industrials | 0.73% | +0.17% | -1.94% | |
| 48 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.72% | -0.11% | — | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.71% | — | -16.36% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | +0.02% | +0.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 4 | BBEU | Jpmorgan Betabuilders Europe | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | GVI | Ishares Intermediate Governm | — | NEW | New buy |
| 9 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 10 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 11 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 12 | MDT | Medtronic plc | — | NEW | New buy |
| 13 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 14 | IPAC | Ishares Core Msci Pacific Et | — | NEW | New buy |
| 15 | MAA | Mid-america Apartment Comm | — | NEW | New buy |
| 16 | AVGO | Broadcom Inc | — | NEW | New buy |
| 17 | MS | Morgan Stanley | — | NEW | New buy |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | NEW | New buy |
| 19 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 20 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 21 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 22 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 23 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 24 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 25 | HD | Home Depot Inc | — | NEW | New buy |
| 26 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 27 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 28 | ORCL | Oracle CORP | — | NEW | New buy |
| 29 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 30 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 31 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 32 | GTLS | Chart Industries Inc | — | NEW | New buy |
| 33 | EOG | Eog Resources Inc | — | NEW | New buy |
| 34 | SYK | Stryker CORP | — | NEW | New buy |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 36 | CME | Cme Group Inc | — | NEW | New buy |
| 37 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 38 | AMGN | Amgen Inc | — | NEW | New buy |
| 39 | CRH | CRH plc | — | NEW | New buy |
| 40 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | New buy |
| 41 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 42 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 43 | ACN | Accenture plc | — | NEW | New buy |
| 44 | KO | Coca-cola Co/the | — | NEW | New buy |
| 45 | HBAN | Huntington Bancshares Inc | — | NEW | New buy |
| 46 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 47 | GE | General Electric | — | NEW | New buy |
| 48 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 49 | HON | Honeywell International Inc | — | NEW | New buy |
| 50 | BAC | Bank Of America CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Greenwood Capital Associates LLC reported a total U.S. public equity portfolio value of $1.0B across 234 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 11.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $30.7M
During Q1 2025, Greenwood Capital Associates LLC's top holdings by market value included AAPL (4.1%)、MSFT (3.4%)、IVV (3.0%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q1 2025, Greenwood Capital Associates LLC made 200 total portfolio adjustments, initiating 200 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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