Greenwood Capital Associates LLC
CIK Number: 0001161822
Main Sectors:
Top Industries:
Filing Date: Apr 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 255.46 | -0.55% | 138.2K | -4.95% | 30.7M | 165.51 | 4.14% | Share |
| 2 | MSFT | Microsoft Corpo... | 511.46 | +0.87% | 67.23K | +3.34% | 25.24M | 258.29 | 3.40% | Share |
| 3 | IVV | iShares Core S&... | 664.94 | +0.56% | 39.05K | -30.22% | 21.94M | 427.62 | 2.96% | Share |
| 4 | BBEU | JPMorgan BetaBu... | 68.80 | +1.16% | 329.8K | +4.63% | 20.39M | 59.69 | 2.75% | Share |
| 5 | GOOGL | Alphabet Inc. | 246.54 | +0.31% | 127.97K | +4.32% | 19.79M | 108.57 | 2.67% | Share |
| 6 | BRK-B | Berkshire Hatha... | 500.25 | +1.07% | 32.97K | -10.69% | 17.56M | 363.63 | 2.37% | Share |
| 7 | AMZN | Amazon.com, Inc... | 219.78 | +0.75% | 84.87K | -2.98% | 16.15M | 164.53 | 2.18% | Share |
| 8 | GVI | iShares Interme... | 107.28 | +0.07% | 133.36K | +0.08% | 14.14M | 111.54 | 1.91% | Share |
| 9 | AGG | iShares Core U.... | 100.06 | +0.07% | 127.3K | +2.04% | 12.59M | 112.84 | 1.70% | Share |
| 10 | IBM | International B... | 284.39 | +1.05% | 48.76K | -1.08% | 12.12M | 146.14 | 1.64% | Share |
| 11 | VGSH | Vanguard Short-... | 58.79 | +0.05% | 178.51K | -3.5% | 10.48M | 57.96 | 1.41% | Share |
| 12 | MDT | Medtronic plc | 94.22 | -0.08% | 111.64K | +15.86% | 10.03M | 85.13 | 1.35% | Share |
| 13 | JPM | JPMorgan Chase ... | 316.06 | +0.83% | 40.9K | -5.26% | 10.03M | 113.61 | 1.35% | Share |
| 14 | IPAC | iShares Core MS... | 73.32 | +0.25% | 156.84K | +3.09% | 9.76M | 62.44 | 1.32% | Share |
| 15 | MAA | Mid-America Apa... | 139.55 | +0.58% | 57.74K | +11.40% | 9.68M | 155.81 | 1.30% | Share |
| 16 | AVGO | Broadcom Inc. | 334.53 | -0.47% | 55.55K | +18.21% | 9.3M | 171.72 | 1.25% | Share |
| 17 | MS | Morgan Stanley | 160.11 | +0.73% | 79.11K | +9.72% | 9.23M | 89.76 | 1.24% | Share |
| 18 | EMXC | iShares MSCI Em... | 67.00 | -0.12% | 166.83K | +4.70% | 9.19M | 58.09 | 1.24% | Share |
| 19 | XOM | Exxon Mobil Cor... | 117.22 | +1.41% | 75.7K | +14.02% | 9M | 115.21 | 1.21% | Share |
| 20 | JNJ | Johnson & Johns... | 179.71 | +1.11% | 53.98K | -21.85% | 8.95M | 175.26 | 1.21% | Share |
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