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CIK: 0001161822
Total reported value
$1.0B
$1.0B
256 檔
16.9%
At the close of Q4 2025, Greenwood Capital Associates LLC disclosed equity holdings valued at approximately $1.0B, spread across 256 reported holdings.
In Q4 2025, Greenwood Capital Associates LLC displayed an active expansion posture, initiating 23 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.43% | -0.03% | -1.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.34% | +0.04% | +0.30% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.57% | +0.25% | -8.93% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.39% | -0.17% | +2.23% | |
| 5 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 3.01% | -0.15% | +4.34% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | +0.06% | -3.80% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.86% | -0.12% | -1.61% | |
| 8 | GVI | Ishares Intermediate Governm | ETF-Other | 1.60% | -0.16% | -0.20% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.52% | +0.18% | +5.52% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 1.48% | +0.29% | -2.54% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.47% | -0.14% | +2.11% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.45% | +0.15% | -5.65% | |
| 13 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.41% | — | +7.12% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.39% | -0.11% | +24.31% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | +0.12% | -3.30% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | -0.06% | -2.34% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.25% | -0.03% | +6.00% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.32% | -3.78% | |
| 19 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.09% | — | -12.95% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.09% | -0.12% | -0.37% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.08% | -0.08% | -4.64% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.05% | +0.26% | +4.94% | |
| 23 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.04% | +0.04% | +28.47% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.21% | +6.53% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.98% | +0.24% | +11.92% | |
| 26 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.97% | -0.11% | -8.44% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | -0.04% | -0.90% | |
| 28 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.93% | -0.20% | +41.61% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.92% | -0.16% | -2.52% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.92% | +0.04% | +21.58% | |
| 31 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.91% | — | +4.29% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 0.88% | +0.02% | -1.95% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.20% | +1.03% | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.86% | — | -19.16% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.04% | +24.68% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | +0.06% | +2.46% | |
| 37 | CRH | CRH plc | Stock-Materials | 0.82% | +0.01% | -5.13% | |
| 38 | GE | General Electric | Stock-Industrials | 0.79% | +0.17% | -3.55% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | +0.06% | +0.43% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.77% | -0.13% | -3.67% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.76% | -0.06% | +77.96% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.06% | -2.21% | |
| 43 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.72% | — | +33.22% | |
| 44 | CME | Cme Group Inc | Stock-Financials | 0.72% | -0.09% | +0.00% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.03% | +34.97% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.71% | -0.07% | -24.56% | |
| 47 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.69% | -0.05% | +41.53% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.69% | +0.02% | -2.65% | |
| 49 | APH | Amphenol Corp-cl A | Stock-Tech | 0.69% | — | -30.69% | |
| 50 | ALB | Albemarle CORP | Stock-Materials | 0.65% | +0.02% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DHR | Danaher CORP | +0.4% | +420.17% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -8.93% | Trim |
| 3 | QCOM | Qualcomm Inc | +0.3% | +181.38% | Add |
| 4 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | +77.96% | Add |
| 5 | LLY | Eli Lilly & Co | +0.3% | -5.65% | Trim |
| 6 | DFAX | Dimensional World Ex US Core | +0.3% | +24.31% | Add |
| 7 | TEVA | Teva Pharmaceutical-sp Adr | +0.2% | -12.95% | Trim |
| 8 | DVY | Ishares Select Dividend ETF | +0.2% | +187.81% | Add |
| 9 | JIRE | Jpmorgan Int Res Enh Eqty | +0.2% | +28.47% | Add |
| 10 | ALB | Albemarle CORP | +0.2% | -15.20% | Trim |
| 11 | NKE | Nike Inc -cl B | +0.2% | +41.61% | Add |
| 12 | UITB | Victoryshares Core Intermedi | +0.2% | +41.53% | Add |
| 13 | REGN | Regeneron Pharmaceuticals | +0.2% | -8.44% | Trim |
| 14 | MCD | Mcdonald's CORP | +0.2% | +34.97% | Add |
| 15 | HBAN | Huntington Bancshares Inc | +0.2% | +33.22% | Add |
| 16 | EL | Estee Lauder Companies-cl A | +0.1% | +20.12% | Add |
| 17 | AVLV | Avantis US Large Cap Value | +0.1% | +51.22% | Add |
| 18 | FELG | Fidelity Enh Lrg Cap Gwth | +0.1% | +44.81% | Add |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +5.52% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +105.67% | Add |
| 21 | BBEU | Jpmorgan Betabuilders Europe | +0.1% | +4.34% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | -0.21% | Trim |
| 23 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +11.92% | Add |
| 24 | TXN | Texas Instruments Inc | +0.1% | +21.58% | Add |
| 25 | AVEM | Avantis Emerging Markets Eq | +0.1% | +24.53% | Add |
| 26 | USMC | Principal US Mega-cap ETF | +0.1% | +50.58% | Add |
| 27 | JMEE | JPM Sma & Mid Cap En Eq Et-u | +0.1% | +46.84% | Add |
| 28 | FESM | Fidelity Enhanced Small Cap | +0.1% | +44.12% | Add |
| 29 | CSCO | Cisco Systems Inc | +0.1% | -0.90% | Trim |
| 30 | FCX | Freeport-mcmoran Inc | +0.1% | -0.08% | Trim |
| 31 | BBCA | Jpmorgan Betabuilders Canada | 0% | +7.79% | Add |
| 32 | DFGX | Dimsnl Intr Cf In Etf-usd In | 0% | +44.79% | Add |
| 33 | AAPL | Apple Inc | 0% | +0.30% | Add |
| 34 | IXUS | Ishares Core Intl Stock ETF | 0% | +6.00% | Add |
| 35 | VRTX | Vertex Pharmaceuticals Inc | 0% | -3.82% | Trim |
| 36 | AMGN | Amgen Inc | 0% | -2.84% | Trim |
| 37 | FYLD | Cambria Foreign Shareholder | 0% | +26.39% | Add |
| 38 | D | Dominion Energy Inc | 0% | +28.88% | Add |
| 39 | PFG | Principal Financial Group | 0% | +17.40% | Add |
| 40 | EMMF | Wisdomtree Emerging Markets | 0% | +28.45% | Add |
| 41 | DBMF | Imgp Dbi Managed Futures Str | 0% | +36.02% | Add |
| 42 | VGLT | Vanguard Long-term Treasury | 0% | +12.82% | Add |
| 43 | KEY | Keycorp | 0% | +6.16% | Add |
| 44 | FITB | Fifth Third Bancorp | 0% | +10.28% | Add |
| 45 | BMY | Bristol-myers Squibb Co | 0% | -0.00% | Trim |
| 46 | PRU | Prudential Financial Inc | 0% | +3.14% | Add |
| 47 | LNC | Lincoln National CORP | 0% | +2.44% | Add |
| 48 | UPS | United Parcel Service-cl B | 0% | +5.21% | Add |
| 49 | DFAR | Dimensional US Real Est ETF | 0% | +32.67% | Add |
| 50 | IPAC | Ishares Core Msci Pacific Et | 0% | +7.12% | Add |
According to official SEC Form 13F filings, Greenwood Capital Associates LLC reported a total U.S. public equity portfolio value of $1.0B across 256 disclosed positions in Q4 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 IVV, AAPL, GOOGL) accounted for 16.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
DVN
市值: $3.3M
Top Position Liquidated / Trimmed
BIDU
前期市值: $7.0M
During Q4 2025, Greenwood Capital Associates LLC's top holdings by market value included IVV (4.4%)、AAPL (4.3%)、GOOGL (3.6%). The largest single position, IVV, represented 4.4% of total portfolio value.
In Q4 2025, Greenwood Capital Associates LLC made 199 total portfolio adjustments, initiating 23 new buys, adding to 94 positions, trimming 60 holdings, and fully liquidating 22 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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