Greenwood Capital Associates LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Greenwood Capital Associates LLC reported 238 stock positions worth $766.5 million. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.3%) and Microsoft (MSFT, 3.6%). Compared with Q3 2024, it opened 24 new positions, sold out of 22, added to 50 and reduced 153. The biggest buy was First Bancorp (FBNC, shares +979%) and the biggest sale S&P Global (SPGI, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD, SC
- CIK
- 0001161822
- Portfolio Value
- $766.5M (Q4 2024)
- SEC Filing
- 0001161822-25-000002 ↗ filed Jan 27, 2025
Holdings Value
Holdings 238 stocks · $766.5M
| AAPL Apple Inc. | 4.75% | 145,398 | $36.4M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 4.30% | 55,957 | $32.9M | Add +17.6% |
| MSFT Microsoft Corp. | 3.58% | 65,057 | $27.4M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 3.03% | 122,669 | $23.2M | Reduce -4.5% |
| AMZN Amazon.com Inc. | 2.50% | 87,479 | $19.2M | Reduce -3.8% |
| BBEU JPMorgan Betabuilders Europe | 2.28% | 315,200 | $17.5M | Add +7.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.18% | 36,919 | $16.7M | Add +7.5% |
| GVI iShares Intermediate Governm | 1.81% | 133,255 | $13.9M | Reduce -0.5% |
| AGG iShares Core U.S. Aggregate | 1.58% | 124,754 | $12.1M | Reduce -1.1% |
| AVGO Broadcom Inc. | 1.42% | 46,995 | $10.9M | Reduce -7.1% |
| FBNC First Bancorp | 1.42% | 247,336 | $10.9M | Add +979.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.41% | 49,288 | $10.8M | Reduce -31.4% |
| VGSH Vanguard Short-Term Treasury | 1.40% | 184,981 | $10.8M | Add +0.3% |
| AMGN Amgen Inc. | 1.37% | 40,151 | $10.5M | Reduce -22.9% |
| JPM JPMorgan Chase & Co. | 1.35% | 43,165 | $10.3M | Reduce -2.7% |
| JNJ Johnson & Johnson | 1.30% | 69,079 | $10.0M | Reduce -4.0% |
| CRH CRH PLC | 1.22% | 100,831 | $9.3M | Reduce -1.9% |
| IPAC iShares Core MSCI Pacific Et | 1.21% | 152,137 | $9.3M | Add +38.1% |
| MS Morgan Stanley | 1.18% | 72,103 | $9.1M | Reduce -3.8% |
| HD Home Depot Inc. | 1.18% | 23,284 | $9.1M | Add +2439.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.15% | 159,341 | $8.8M | Add +24.0% |
| GTLS Chart Industries Inc. | 1.10% | 44,114 | $8.4M | Reduce -26.4% |
| LLY Eli Lilly & Co. | 1.09% | 10,813 | $8.3M | Reduce -0.9% |
| SYK Stryker Corp. | 1.07% | 22,810 | $8.2M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 1.07% | 44,964 | $8.2M | Reduce -2.2% |
| MAA Mid-America Apartment Comm | 1.05% | 51,826 | $8.0M | Add +1.4% |
| IEF iShares 7-10 Year Treasury B | 1.04% | 86,600 | $8.0M | Add +50.6% |
| MDT Medtronic PLC | 1.00% | 96,364 | $7.7M | Reduce -0.1% |
| CME Cme Group Inc. | 1.00% | 33,094 | $7.7M | Reduce -1.9% |
| ORCL Oracle Corp. | 0.99% | 45,504 | $7.6M | Add +12.6% |
| IXUS iShares Core Intl Stock ETF | 0.98% | 113,948 | $7.5M | Add +140.0% |
| WMT Walmart Inc. | 0.98% | 82,925 | $7.5M | Reduce -14.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.97% | 18,465 | $7.4M | Reduce -10.0% |
| APH Amphenol Corp. Class A | 0.95% | 104,920 | $7.3M | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 0.93% | 66,392 | $7.1M | Reduce -4.2% |
| DHR Danaher Corp. | 0.90% | 29,931 | $6.9M | Reduce -10.7% |
| EMR Emerson Electric Co. | 0.90% | 55,416 | $6.9M | Reduce -32.8% |
| HON Honeywell International Inc. | 0.88% | 29,736 | $6.7M | Reduce -1.8% |
| EOG EOG Resources Inc. | 0.84% | 52,430 | $6.4M | Reduce -1.5% |
| PEP Pepsico Inc. | 0.83% | 41,982 | $6.4M | Reduce -3.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.81% | 51,501 | $6.2M | Add +61.4% |
| HBAN Huntington Bancshares Inc. | 0.79% | 370,624 | $6.0M | New |
| PFF iShares Preferred & Income S | 0.76% | 185,302 | $5.8M | Reduce -22.8% |
| EA Electronic Arts Inc. | 0.76% | 39,614 | $5.8M | Add +1.5% |
| TT Trane Technologies PLC | 0.75% | 15,576 | $5.8M | Reduce -4.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.74% | 50,804 | $5.7M | Reduce -24.0% |
| DELL Dell Technologies -C | 0.73% | 48,881 | $5.6M | Add +2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.72% | 125,848 | $5.5M | Add +2.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.69% | 103,081 | $5.3M | Add +3.4% |
| TEVA Teva Pharmaceutical-SP ADR | 0.67% | 233,525 | $5.1M | Reduce -1.4% |
| NEE Nextera Energy Inc. | 0.67% | 71,392 | $5.1M | Reduce -3.7% |
| UBER Uber Technologies Inc. | 0.67% | 84,658 | $5.1M | Add +6.4% |
| MU Micron Technology Inc. | 0.66% | 59,845 | $5.0M | Add +21.4% |
| NFLX Netflix Inc. | 0.64% | 5,529 | $4.9M | Reduce -1.4% |
| TXN Texas Instruments Inc. | 0.63% | 25,870 | $4.9M | New |
| ACN Accenture PLC Class A | 0.63% | 13,708 | $4.8M | New |
| KO The Coca-Cola Co. | 0.61% | 75,681 | $4.7M | Reduce 0.0% |
| GE General Electric filed as GE AEROSPACE | 0.60% | 27,752 | $4.6M | Add +8.7% |
| FANG Diamondback Energy Inc. | 0.59% | 27,514 | $4.5M | Reduce -7.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 8,708 | $4.5M | Add +93.2% |
| MCD McDonald's Corp. | 0.55% | 14,589 | $4.2M | New |
| PG The Procter & Gamble Co. | 0.53% | 24,398 | $4.1M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 0.52% | 63,565 | $4.0M | Add +2.8% |
| ETN Eaton Corp. PLC | 0.50% | 11,522 | $3.8M | New |
| J Jacobs Solutions Inc. | 0.50% | 28,552 | $3.8M | Add +60.4% |
| META Meta Platforms Inc. Class A | 0.48% | 6,230 | $3.6M | New |
| QCOM Qualcomm Inc. | 0.46% | 23,056 | $3.5M | Reduce -53.9% |
| MCHI iShares MSCI China ETF | 0.46% | 74,990 | $3.5M | Reduce -2.3% |
| DFAX Dimensional World Ex US Core | 0.45% | 139,782 | $3.5M | New |
| ADP Automatic Data Processing | 0.45% | 11,865 | $3.5M | Reduce -0.3% |
| DUK Duke Energy Corp. | 0.44% | 31,087 | $3.3M | Add +5.0% |
| CB Chubb Ltd. | 0.42% | 11,761 | $3.2M | Add +13.1% |
| BBCA JPMorgan Betabuilders Canada | 0.41% | 44,835 | $3.2M | Reduce -4.7% |
| IJR iShares Core S&P Small-Cap E | 0.41% | 27,128 | $3.1M | Reduce -27.3% |
| FHN First Horizon Corp. | 0.40% | 153,764 | $3.1M | Reduce -67.0% |
| GOOG Alphabet Inc. Class C | 0.40% | 15,921 | $3.0M | Reduce -0.3% |
| VZ Verizon Communications Inc. | 0.38% | 72,324 | $2.9M | Reduce -1.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.36% | 36,515 | $2.8M | Reduce -1.8% |
| VMBS Vanguard Mortgage-Backed Sec | 0.35% | 59,318 | $2.7M | Add +151.5% |
| JIRE JPMorgan Int Res Enh Eqty | 0.34% | 43,906 | $2.6M | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.30% | 8,085 | $2.3M | Reduce -9.4% |
| PNC PNC Financial Services Group | 0.29% | 11,332 | $2.2M | Reduce -3.4% |
| FCX Freeport-McMoran Inc. | 0.28% | 57,167 | $2.2M | Reduce -38.3% |
| CVX Chevron Corp. | 0.27% | 14,512 | $2.1M | Reduce -3.6% |
| UL Unilever PLC | 0.26% | 34,717 | $2.0M | Add +2.2% |
| OKE Oneok Inc. | 0.25% | 19,405 | $1.9M | Add +9.3% |
| PINS Pinterest Inc. Class A | 0.24% | 63,544 | $1.8M | Reduce -58.7% |
| PRU Prudential Financial Inc. | 0.24% | 15,469 | $1.8M | Add +0.0% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 32,399 | $1.8M | Reduce -12.7% |
| JHG Janus Henderson Group PLC | 0.23% | 41,562 | $1.8M | Reduce -5.6% |
| CSCO Cisco Systems Inc. | 0.23% | 29,581 | $1.8M | New |
| CTRA Coterra Energy Inc. | 0.22% | 65,905 | $1.7M | Reduce -2.1% |
| DFUS Dimensional US Eq MKT ETF | 0.22% | 26,143 | $1.7M | New |
| SJNK SS SPDR BB St Hi Yield ETF | 0.22% | 65,975 | $1.7M | Reduce -48.5% |
| INTC Intel Corp. | 0.20% | 77,802 | $1.6M | Reduce -66.1% |
| SNV Synovus Financial Corp. | 0.20% | 29,727 | $1.5M | Reduce -3.7% |
| VGLT Vanguard Long-Term Treasury | 0.20% | 27,277 | $1.5M | New |
| DLR Digital Realty Trust Inc. | 0.20% | 8,431 | $1.5M | Reduce -3.5% |
| CWI State Street SPDR MSCI Acwi | 0.19% | 53,255 | $1.5M | New |
| STX Seagate Technology Holdings | 0.19% | 17,158 | $1.5M | Add +7.0% |
Portfolio Sells Q3 2024 → Q4 2024
| SPGI S&P Global Inc. | Reduce -91.9% | 0.12% | −1.46 |
| AMGN Amgen Inc. | Reduce -22.9% | 1.37% | −0.82 |
| IBM Intl Business Machines Corp. | Reduce -31.4% | 1.41% | −0.65 |
| QCOM Qualcomm Inc. | Reduce -53.9% | 0.46% | −0.64 |
| IEMG iShares Core MSCI Emerging | Reduce -91.9% | 0.05% | −0.61 |
| FHN First Horizon Corp. | Reduce -67.0% | 0.40% | −0.54 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -87.4% | 0.07% | −0.51 |
| EZU iShares MSCI Eurozone ETF | Sold out | 0.00% | −0.50 |
| INTC Intel Corp. | Reduce -66.1% | 0.20% | −0.50 |
| PINS Pinterest Inc. Class A | Reduce -58.7% | 0.24% | −0.41 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.37 |
| EUFN iShares MSCI Europe Financia | Reduce -89.8% | 0.04% | −0.34 |
| FCX Freeport-McMoran Inc. | Reduce -38.3% | 0.28% | −0.32 |
| DHR Danaher Corp. | Reduce -10.7% | 0.90% | −0.32 |
| EMR Emerson Electric Co. | Reduce -32.8% | 0.90% | −0.28 |
| PFF iShares Preferred & Income S | Reduce -22.8% | 0.76% | −0.28 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -10.0% | 0.97% | −0.27 |
| JNJ Johnson & Johnson | Reduce -4.0% | 1.30% | −0.21 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -48.5% | 0.22% | −0.21 |
| EWZ iShares MSCI Brazil ETF | Sold out | 0.00% | −0.21 |
| IMTM iShares MSCI Intl Momentum F | Sold out | 0.00% | −0.19 |
| LLY Eli Lilly & Co. | Reduce -0.9% | 1.09% | −0.17 |
| IJR iShares Core S&P Small-Cap E | Reduce -27.3% | 0.41% | −0.16 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.15 |
| NEE Nextera Energy Inc. | Reduce -3.7% | 0.67% | −0.15 |
| LMT Lockheed Martin Corp. | Reduce -38.9% | 0.15% | −0.15 |
| LYB Lyondellbasell Indu Class A | Reduce -52.0% | 0.08% | −0.14 |
| EWW iShares MSCI Mexico ETF | Sold out | 0.00% | −0.14 |
| PEP Pepsico Inc. | Reduce -3.4% | 0.83% | −0.13 |
| MDT Medtronic PLC | Reduce -0.1% | 1.00% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -4.2% | 0.93% | −0.13 |
| MMM 3M Co. | Reduce -45.9% | 0.13% | −0.12 |
| EWJ iShares MSCI Japan ETF | Reduce -42.5% | 0.14% | −0.12 |
| DIS The Walt Disney Co. | Reduce -24.0% | 0.74% | −0.10 |
| KO The Coca-Cola Co. | Reduce 0.0% | 0.61% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.7% | 3.58% | −0.09 |
| AGG iShares Core U.S. Aggregate | Reduce -1.1% | 1.58% | −0.09 |
| FANG Diamondback Energy Inc. | Reduce -7.2% | 0.59% | −0.08 |
| NKE Nike Inc. Class B | Reduce -26.4% | 0.13% | −0.07 |
| AMTM Amentum Holdings Inc. | Sold out | 0.00% | −0.07 |
| TT Trane Technologies PLC | Reduce -4.1% | 0.75% | −0.07 |
| SCCO Southern Copper Corp. | Reduce -5.2% | 0.18% | −0.06 |
| XLV SS Health Care Select Sector | Reduce -23.7% | 0.12% | −0.06 |
| IXJ iShares Global Healthcare Et | Sold out | 0.00% | −0.06 |
| SWK Stanley Black & Decker Inc. | Reduce -6.8% | 0.12% | −0.06 |
| GVI iShares Intermediate Governm | Reduce -0.5% | 1.81% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -1.7% | 0.38% | −0.05 |
| MCHI iShares MSCI China ETF | Reduce -2.3% | 0.46% | −0.05 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.05 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| FBNC First Bancorp | Add +979.3% | 1.42% | +1.29 |
| HD Home Depot Inc. | Add +2439.2% | 1.18% | +1.13 |
| HBAN Huntington Bancshares Inc. | New | 0.79% | +0.79 |
| IVV iShares Core S&P 500 ETF | Add +17.6% | 4.30% | +0.73 |
| TXN Texas Instruments Inc. | New | 0.63% | +0.63 |
| ACN Accenture PLC Class A | New | 0.63% | +0.63 |
| MCD McDonald's Corp. | New | 0.55% | +0.55 |
| IXUS iShares Core Intl Stock ETF | Add +140.0% | 0.98% | +0.53 |
| ETN Eaton Corp. PLC | New | 0.50% | +0.50 |
| META Meta Platforms Inc. Class A | New | 0.48% | +0.48 |
| DFAX Dimensional World Ex US Core | New | 0.45% | +0.45 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.34% | +0.34 |
| TJX TJX Companies Inc. | Add +61.4% | 0.81% | +0.32 |
| IEF iShares 7-10 Year Treasury B | Add +50.6% | 1.04% | +0.31 |
| QQQ Invesco QQQ Trust Series 1 | Add +93.2% | 0.58% | +0.29 |
| IPAC iShares Core MSCI Pacific Et | Add +38.1% | 1.21% | +0.26 |
| CSCO Cisco Systems Inc. | New | 0.23% | +0.23 |
| DFUS Dimensional US Eq MKT ETF | New | 0.22% | +0.22 |
| VMBS Vanguard Mortgage-Backed Sec | Add +151.5% | 0.35% | +0.21 |
| VGLT Vanguard Long-Term Treasury | New | 0.20% | +0.20 |
| J Jacobs Solutions Inc. | Add +60.4% | 0.50% | +0.19 |
| CWI State Street SPDR MSCI Acwi | New | 0.19% | +0.19 |
| DVY iShares Select Dividend ETF | New | 0.14% | +0.14 |
| D Dominion Energy Inc. | New | 0.13% | +0.13 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +24.0% | 1.15% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.5% | 2.18% | +0.13 |
| AVEM Avantis Emerging Markets Eq | New | 0.11% | +0.11 |
| ORCL Oracle Corp. | Add +12.6% | 0.99% | +0.09 |
| UPS United Parcel Service Class B | New | 0.09% | +0.09 |
| BAC Bank of America Corp. | Add +2.1% | 0.72% | +0.09 |
| BBY Best Buy Co. Inc. | Add +113.1% | 0.19% | +0.08 |
| FELG Fidelity Enh LRG Cap GWTH | New | 0.07% | +0.07 |
| AVLV Avantis US Large Cap Value | New | 0.07% | +0.07 |
| TSCO Tractor Supply Company | New | 0.06% | +0.06 |
| OKE Oneok Inc. | Add +9.3% | 0.25% | +0.04 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | New | 0.04% | +0.04 |
| FESM Fidelity Enhanced Small Cap | New | 0.04% | +0.04 |
| DFAC Dimensional US Core Equity 2 | New | 0.04% | +0.04 |
| FMC FMC Corp. | Add +76.9% | 0.15% | +0.04 |
| ONTO Onto Innovation Inc. | New | 0.03% | +0.03 |
| CB Chubb Ltd. | Add +13.1% | 0.42% | +0.03 |
| KEY Keycorp | Add +15.2% | 0.18% | +0.03 |
| EA Electronic Arts Inc. | Add +1.5% | 0.76% | +0.03 |
| OKTA Okta Inc. | New | 0.03% | +0.03 |
| RF Regions Financial Corp. | Add +19.5% | 0.16% | +0.03 |
| AEHR Aehr Test Systems | Add +18.2% | 0.07% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +2.8% | 0.52% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +55.3% | 0.05% | +0.02 |
| SRE Sempra | Add +1.2% | 0.16% | +0.01 |
| TROW T Rowe Price Group Inc. | Add +0.9% | 0.19% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 284 | $1.0B | AAPL, IVV, GOOGL, BBEU, MSFT |
| Q1 2026 | 286 | $907.6M | IVV, AAPL, BBEU, GOOGL, MSFT |
| Q4 2025 | 256 | $920.9M | IVV, AAPL, GOOGL, MSFT, BBEU |
| Q3 2025 | 255 | $866.5M | IVV, AAPL, MSFT, GOOGL, BBEU |
| Q2 2025 | 249 | $803.9M | IVV, MSFT, AAPL, BBEU, GOOGL |
| Q1 2025 | 234 | $741.5M | AAPL, MSFT, IVV, BBEU, GOOGL |
| Q4 2024 | 238 | $766.5M | AAPL, IVV, MSFT, GOOGL, AMZN |
| Q3 2024 | 236 | $768.3M | AAPL, MSFT, IVV, GOOGL, BBEU |
| Q2 2024 | 227 | $760.5M | AAPL, MSFT, GOOGL, IVV, AMZN |
| Q1 2024 | 250 | $752.8M | MSFT, AAPL, IVV, GOOGL, GVI |