Greenwood-Capital-Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MC",
  "AIR",
  "TROW",
  "MCHI",
  "OLLI",
  "RF",
  "MU",
  "ACN",
  "ABT",
  "GOOGL",
  null,
  "SCHH",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "AVEM",
  "BIDU",
  "WRB",
  null,
  null,
  "LNC",
  "DUK",
  "D",
  null,
  "EOG",
  null,
  null,
  "FCX",
  "FITB",
  "GIS",
  "APYX",
  "HON",
  "HD",
  null,
  "HPQ",
  "MCD",
  "GBCI",
  "QCOM",
  "SCCO",
  "GENI",
  "HUBB",
  "EMXC",
  "EMR",
  "META",
  "MRCY",
  "IVW",
  "PRK",
  "IJH",
  "SWK",
  null,
  null,
  null,
  "L",
  null,
  "MA",
  "MDT",
  "APA",
  "MSFT",
  "MAA",
  "MS",
  "FHN",
  "GE",
  "HXL",
  "INCY",
  "TEVA",
  "FMC",
  null,
  "IJR",
  "ANET",
  "ORCL",
  "OKE",
  null,
  null,
  "PANW",
  "PEP",
  "PNC",
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "REGN",
  "SPGI",
  null,
  "SRE",
  "RTX",
  "GLD",
  "STX",
  "IBM",
  null,
  "SYK",
  "TXN",
  "TJX",
  "TFC",
  "TWLO",
  "TSN",
  "UL",
  "UTHR",
  "UPS",
  "BIV",
  "VO",
  "SDGR",
  "VV",
  "MGNI",
  "SNV",
  "HBIO",
  "UTI",
  "IWV",
  "NJR",
  null,
  null,
  "VCIT",
  null,
  "EXP",
  "APLE",
  "GMED",
  "IEF",
  "SMG",
  null,
  "VRTX",
  "TT",
  "NFG",
  "APH",
  "TAP",
  "IP",
  "GNRC",
  "ICAD",
  "HCKT",
  "INFU",
  "KNF",
  "AMZN",
  "MSI",
  "PFG",
  "IVZ",
  "RMBS",
  "AAON",
  "BBCA",
  "HBAN",
  "VEA",
  "VGLT",
  "VBK",
  "VB",
  "VCTR",
  "V",
  null,
  "WMT",
  "WHR",
  "BBEU",
  "ONTO",
  "FR",
  "JHG",
  "FLR",
  "SOFI",
  "FBNC",
  "KEX",
  "MHK",
  "KEY",
  "SPXC",
  "OKTA",
  "MANH",
  "IXUS",
  "LYB",
  "PEGA",
  null,
  "SPYV",
  "EG",
  "STE",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BBY",
  "BMY",
  "CTLP",
  "CG",
  "CASY",
  "CVX",
  "GTLS",
  "LNG",
  "CB",
  "CSCO",
  "CNA",
  "CME",
  null,
  "KO",
  "CMA",
  "FIX",
  "CNMD",
  "CEG",
  "CTRA",
  "COST",
  "CRH",
  "CW",
  "DHR",
  "DELL",
  "DE",
  "FANG",
  null,
  "DFAX",
  "DFAC",
  "DLR",
  "DOCU",
  "DNOW",
  "DPZ",
  "EWJ",
  null,
  "EFA",
  "J",
  "VMC",
  "NEE",
  "NKE",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "APO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 234
Total Value: 741480881
Accession Number: 0001161822-25-000003
Form Type: 13F-HR
CIK: greenwood-capital-associates
Manager Name: Greenwood-Capital-Associates

Data Enrichment

88% identified

206 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

234 positions • $741.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 12

Sort by:

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:11.9K

Value:$5.8M

% of Portfolio:0.8% ($5.8M/$741.5M)

Walt Disney Co

DIS|254687106

Shares:58.2K

Value:$5.7M

% of Portfolio:0.8% ($5.7M/$741.5M)

Accenture plc

ACN|G1151C101

Shares:18.2K

Value:$5.7M

% of Portfolio:0.8% ($5.7M/$741.5M)

COCA COLA CO

KO|191216100

Shares:78.9K

Value:$5.6M

% of Portfolio:0.8% ($5.6M/$741.5M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:373.2K

Value:$5.6M

% of Portfolio:0.8% ($5.6M/$741.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:78.4K

Value:$5.6M

% of Portfolio:0.7% ($5.6M/$741.5M)

GENERAL ELECTRIC CO

GE|369604301

Shares:27.2K

Value:$5.4M

% of Portfolio:0.7% ($5.4M/$741.5M)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:8.4K

Value:$5.4M

% of Portfolio:0.7% ($5.4M/$741.5M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:24.9K

Value:$5.3M

% of Portfolio:0.7% ($5.3M/$741.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:126.0K

Value:$5.3M

% of Portfolio:0.7% ($5.3M/$741.5M)

Walmart Inc.

WMT|931142103

Shares:58.2K

Value:$5.1M

% of Portfolio:0.7% ($5.1M/$741.5M)

MCDONALDS CORP

MCD|580135101

Shares:16.1K

Value:$5.0M

% of Portfolio:0.7% ($5.0M/$741.5M)

NETFLIX INC

NFLX|64110L106

Shares:5.2K

Value:$4.9M

% of Portfolio:0.7% ($4.9M/$741.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:77.2K

Value:$4.8M

% of Portfolio:0.6% ($4.8M/$741.5M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:29.0K

Value:$4.6M