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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Greenwood-Capital-Associates
Data Enrichment
88% identified206 identified28 unidentified
Holdings
234 positions • $741.5M total value
Manager:
Search and click to pin securities to the top
Page 6 of 12
Shares:18.7K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$741.5M)
025072349
Shares:22.1K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$741.5M)
31609A305
Shares:42.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$741.5M)
92647N527
Shares:25.4K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$741.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
28.2K | YoY NEW(+28.2K) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$741.5M) | YoY NEW(+$1.6M) | |
18.7K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$741.5M) | |||
72.0K | YoY NEW(+72.0K) | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$741.5M) | YoY NEW(+$1.6M) | |
25.2K | YoY NEW(+25.2K) | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$741.5M) | YoY NEW(+$1.5M) | |
PFIZER INC(PFEcusip717081103) | 58.1K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$741.5M) | ||
15.7K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$741.5M) | |||
(cusip025072349)✕ | 22.1K | YoY NEW(+22.1K) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$741.5M) | YoY NEW(+$1.4M) |
26.7K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$741.5M) | |||
39.5K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$741.5M) | |||
9.5K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$741.5M) | |||
27.6K | YoY NEW(+27.6K) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$741.5M) | YoY NEW(+$1.4M) | |
(cusip31609A305)✕ | 42.8K | YoY NEW(+42.8K) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$741.5M) | YoY NEW(+$1.3M) |
20.7K | YoY NEW(+20.7K) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$741.5M) | YoY NEW(+$1.3M) | |
14.4K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$741.5M) | |||
6.4K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$741.5M) | |||
30.5K | YoY NEW(+30.5K) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$741.5M) | YoY NEW(+$1.3M) | |
21.3K | YoY NEW(+21.3K) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$741.5M) | YoY NEW(+$1.3M) | |
2.7K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$741.5M) | |||
Moelis & Co(MCcusip60786M105) | 20.5K | QoQ NEW(+20.5K) YoY NEW(+20.5K) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$741.5M) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |
(cusip92647N527)✕ | 25.4K | QoQ NEW(+25.4K) YoY NEW(+25.4K) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$741.5M) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |