Filer Name: GREENWOOD CAPITAL ASSOCIATES LLC
CIK: 1161822
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 238
Portfolio Value: $0.77B

Greenwood Capital Associates Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 145,398 $36M 4.75% -1.1% -
IVV US ISHARES CORE S&P 500 ETF 55,957 $33M 4.30% 17.6% -
MSFT US MICROSOFT CORP 65,057 $27M 3.58% -0.7% -
GOOGL US ALPHABET INC-CL A 122,669 $23M 3.03% -4.5% -
AMZN US AMAZON.COM INC 87,479 $19M 2.50% -3.8% -
BBEU US JPMORGAN BETABUILDERS EUROPE 315,200 $17M 2.28% 7.6% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 36,919 $17M 2.18% 7.5% -
GVI US ISHARES INTERMEDIATE GOVERNM 133,255 $14M 1.81% -0.5% -
AGG US ISHARES CORE U.S. AGGREGATE 124,754 $12M 1.58% -1.1% -
AVGO US BROADCOM INC 46,995 $11M 1.42% -7.1% -
FBNC US FIRST BANCORP/NC 247,336 $11M 1.42% 979.3% -
IBM US INTL BUSINESS MACHINES CORP 49,288 $11M 1.41% -31.4% -
VGSH US VANGUARD SHORT-TERM TREASURY 184,981 $11M 1.40% 0.3% -
AMGN US AMGEN INC 40,151 $10M 1.37% -22.9% -
JPM US JPMORGAN CHASE & CO 43,165 $10M 1.35% -2.7% -
JNJ US JOHNSON & JOHNSON 69,079 $10M 1.30% -4.0% -
CRH US CRH PLC 100,831 $9M 1.22% -1.9% -
IPAC US ISHARES CORE MSCI PACIFIC ET 152,137 $9M 1.21% 38.1% -
HD US HOME DEPOT INC 23,284 $9M 1.18% 2439.1% -
MS US MORGAN STANLEY 72,103 $9M 1.18% -3.8% -
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