Greenwood Capital Associates LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Greenwood Capital Associates LLC reported 234 stock positions worth $741.5 million. Its top holding was Apple (AAPL) at 4.1% of the portfolio, followed by Microsoft (MSFT, 3.4%) and iShares Core S&P 500 ETF (IVV, 3.0%). Compared with Q4 2024, it opened 31 new positions, sold out of 35, added to 118 and reduced 74. The biggest buy was a new position in Merck (MRK) and the biggest sale First Bancorp (FBNC, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWOOD, SC
- CIK
- 0001161822
- Portfolio Value
- $741.5M (Q1 2025)
- SEC Filing
- 0001161822-25-000003 ↗ filed Apr 15, 2025
Holdings Value
Holdings 234 stocks · $741.5M
| AAPL Apple Inc. | 4.14% | 138,201 | $30.7M | Reduce -5.0% |
| MSFT Microsoft Corp. | 3.40% | 67,232 | $25.2M | Add +3.3% |
| IVV iShares Core S&P 500 ETF | 2.96% | 39,049 | $21.9M | Reduce -30.2% |
| BBEU JPMorgan Betabuilders Europe | 2.75% | 329,796 | $20.4M | Add +4.6% |
| GOOGL Alphabet Inc. Class A | 2.67% | 127,973 | $19.8M | Add +4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.37% | 32,973 | $17.6M | Reduce -10.7% |
| AMZN Amazon.com Inc. | 2.18% | 84,872 | $16.1M | Reduce -3.0% |
| GVI iShares Intermediate Governm | 1.91% | 133,358 | $14.1M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 1.70% | 127,298 | $12.6M | Add +2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.64% | 48,757 | $12.1M | Reduce -1.1% |
| VGSH Vanguard Short-Term Treasury | 1.41% | 178,510 | $10.5M | Reduce -3.5% |
| MDT Medtronic PLC | 1.35% | 111,645 | $10.0M | Add +15.9% |
| JPM JPMorgan Chase & Co. | 1.35% | 40,895 | $10.0M | Reduce -5.3% |
| IPAC iShares Core MSCI Pacific Et | 1.32% | 156,840 | $9.8M | Add +3.1% |
| MAA Mid-America Apartment Comm | 1.30% | 57,736 | $9.7M | Add +11.4% |
| AVGO Broadcom Inc. | 1.25% | 55,554 | $9.3M | Add +18.2% |
| MS Morgan Stanley | 1.24% | 79,111 | $9.2M | Add +9.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.24% | 166,826 | $9.2M | Add +4.7% |
| XOM Exxon Mobil Corp. | 1.21% | 75,697 | $9.0M | Add +14.0% |
| JNJ Johnson & Johnson | 1.21% | 53,983 | $9.0M | Reduce -21.9% |
| LLY Eli Lilly & Co. | 1.19% | 10,649 | $8.8M | Reduce -1.5% |
| IEF iShares 7-10 Year Treasury B | 1.12% | 87,212 | $8.3M | Add +0.7% |
| IXUS iShares Core Intl Stock ETF | 1.12% | 118,719 | $8.3M | Add +4.2% |
| IJH iShares Core S&P Midcap ETF | 1.09% | 138,311 | $8.1M | Add +117.6% |
| HD Home Depot Inc. | 1.05% | 21,321 | $7.8M | Reduce -8.4% |
| PANW Palo Alto Networks Inc. | 1.03% | 44,795 | $7.6M | Reduce -0.4% |
| TXN Texas Instruments Inc. | 1.01% | 41,544 | $7.5M | Add +60.6% |
| ORCL Oracle Corp. | 0.98% | 51,944 | $7.3M | Add +14.2% |
| META Meta Platforms Inc. Class A | 0.97% | 12,498 | $7.2M | Add +100.6% |
| APH Amphenol Corp. Class A | 0.93% | 105,405 | $6.9M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.92% | 76,249 | $6.8M | New |
| GTLS Chart Industries Inc. | 0.91% | 46,712 | $6.7M | Add +5.9% |
| EOG EOG Resources Inc. | 0.90% | 51,960 | $6.7M | Reduce -0.9% |
| SYK Stryker Corp. | 0.89% | 17,734 | $6.6M | Reduce -22.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.88% | 128,414 | $6.6M | Add +24.6% |
| CME Cme Group Inc. | 0.87% | 24,253 | $6.4M | Reduce -26.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.86% | 52,219 | $6.4M | Add +1.4% |
| AMGN Amgen Inc. | 0.85% | 20,256 | $6.3M | Reduce -49.5% |
| CRH CRH PLC | 0.80% | 67,421 | $5.9M | Reduce -33.1% |
| TEVA Teva Pharmaceutical-SP ADR | 0.78% | 377,031 | $5.8M | Add +61.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.78% | 11,893 | $5.8M | Reduce -35.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.77% | 58,191 | $5.7M | Add +14.5% |
| ACN Accenture PLC Class A | 0.77% | 18,223 | $5.7M | Add +32.9% |
| KO The Coca-Cola Co. | 0.76% | 78,863 | $5.6M | Add +4.2% |
| HBAN Huntington Bancshares Inc. | 0.76% | 373,168 | $5.6M | Add +0.7% |
| NEE Nextera Energy Inc. | 0.75% | 78,356 | $5.6M | Add +9.8% |
| GE General Electric filed as GE AEROSPACE | 0.73% | 27,215 | $5.4M | Reduce -1.9% |
| REGN Regeneron Pharmaceuticals | 0.72% | 8,442 | $5.4M | New |
| HON Honeywell International Inc. | 0.71% | 24,871 | $5.3M | Reduce -16.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.71% | 126,000 | $5.3M | Add +0.1% |
| WMT Walmart Inc. | 0.69% | 58,214 | $5.1M | Reduce -29.8% |
| MCD McDonald's Corp. | 0.68% | 16,088 | $5.0M | Add +10.3% |
| NFLX Netflix Inc. | 0.66% | 5,221 | $4.9M | Reduce -5.6% |
| CSCO Cisco Systems Inc. | 0.64% | 77,241 | $4.8M | Add +161.1% |
| FANG Diamondback Energy Inc. | 0.63% | 29,018 | $4.6M | Add +5.5% |
| EMR Emerson Electric Co. | 0.62% | 42,163 | $4.6M | Reduce -23.9% |
| TT Trane Technologies PLC | 0.62% | 13,625 | $4.6M | Reduce -12.5% |
| PG The Procter & Gamble Co. | 0.62% | 26,822 | $4.6M | Add +9.9% |
| DFAX Dimensional World Ex US Core | 0.61% | 173,945 | $4.6M | Add +24.4% |
| J Jacobs Solutions Inc. | 0.61% | 37,437 | $4.5M | Add +31.1% |
| CEG Constellation Energy | 0.61% | 22,378 | $4.5M | New |
| ETN Eaton Corp. PLC | 0.60% | 16,501 | $4.5M | Add +43.2% |
| DELL Dell Technologies -C | 0.60% | 48,666 | $4.4M | Reduce -0.4% |
| DFUS Dimensional US Eq MKT ETF | 0.58% | 70,729 | $4.3M | Add +170.6% |
| MCHI iShares MSCI China ETF | 0.57% | 77,814 | $4.2M | Add +3.8% |
| PFF iShares Preferred & Income S | 0.56% | 134,788 | $4.1M | Reduce -27.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 8,714 | $4.1M | Add +0.1% |
| MU Micron Technology Inc. | 0.54% | 45,889 | $4.0M | Reduce -23.3% |
| DUK Duke Energy Corp. | 0.53% | 31,999 | $3.9M | Add +2.9% |
| CB Chubb Ltd. | 0.53% | 12,910 | $3.9M | Add +9.8% |
| JIRE JPMorgan Int Res Enh Eqty | 0.52% | 60,134 | $3.8M | Add +37.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.50% | 80,364 | $3.7M | Add +35.5% |
| ADP Automatic Data Processing | 0.49% | 11,865 | $3.6M | No change |
| DE Deere & Co. | 0.48% | 7,649 | $3.6M | New |
| VZ Verizon Communications Inc. | 0.48% | 79,104 | $3.6M | Add +9.4% |
| APO Apollo Global Management Inc. | 0.48% | 26,094 | $3.6M | New |
| BBCA JPMorgan Betabuilders Canada | 0.44% | 45,533 | $3.3M | Add +1.6% |
| FHN First Horizon Corp. | 0.42% | 161,866 | $3.1M | Add +5.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.42% | 39,576 | $3.1M | Add +8.4% |
| FCX Freeport-McMoran Inc. | 0.41% | 80,089 | $3.0M | Add +40.1% |
| VGLT Vanguard Long-Term Treasury | 0.38% | 49,178 | $2.8M | Add +80.3% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 26,775 | $2.8M | Reduce -1.3% |
| BIDU Baidu Inc. - Spon ADR | 0.35% | 28,475 | $2.6M | New |
| CVX Chevron Corp. | 0.35% | 15,471 | $2.6M | Add +6.6% |
| GOOG Alphabet Inc. Class C | 0.34% | 15,921 | $2.5M | No change |
| CTRA Coterra Energy Inc. | 0.33% | 84,012 | $2.4M | Add +27.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.32% | 9,522 | $2.4M | Add +17.8% |
| UL Unilever PLC | 0.30% | 37,940 | $2.3M | Add +9.3% |
| OKE Oneok Inc. | 0.30% | 22,058 | $2.2M | Add +13.7% |
| PNC PNC Financial Services Group | 0.29% | 12,270 | $2.2M | Add +8.3% |
| LNG Cheniere Energy Inc. | 0.29% | 9,192 | $2.1M | New |
| BMY Bristol-Myers Squibb Co. | 0.28% | 34,047 | $2.1M | Add +5.1% |
| MSI Motorola Solutions Inc. | 0.27% | 4,537 | $2.0M | New |
| SNV Synovus Financial Corp. | 0.25% | 40,246 | $1.9M | Add +35.4% |
| PRU Prudential Financial Inc. | 0.25% | 16,392 | $1.8M | Add +6.0% |
| QCOM Qualcomm Inc. | 0.23% | 10,882 | $1.7M | Reduce -52.8% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.22% | 65,493 | $1.6M | Reduce -0.7% |
| KMB Kimberly-Clark Corp. | 0.22% | 11,438 | $1.6M | Add +11.3% |
| KEY Keycorp | 0.22% | 100,055 | $1.6M | Add +21.3% |
| JHG Janus Henderson Group PLC | 0.21% | 43,715 | $1.6M | Add +5.2% |
Portfolio Sells Q4 2024 → Q1 2025
| FBNC First Bancorp | Reduce -95.9% | 0.05% | −1.36 |
| IVV iShares Core S&P 500 ETF | Reduce -30.2% | 2.96% | −1.34 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.76 |
| DHR Danaher Corp. | Reduce -78.6% | 0.18% | −0.72 |
| PEP Pepsico Inc. | Reduce -84.8% | 0.13% | −0.70 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.67 |
| AAPL Apple Inc. | Reduce -5.0% | 4.14% | −0.61 |
| AMGN Amgen Inc. | Reduce -49.5% | 0.85% | −0.51 |
| CRH CRH PLC | Reduce -33.1% | 0.80% | −0.42 |
| AMZN Amazon.com Inc. | Reduce -3.0% | 2.18% | −0.33 |
| WMT Walmart Inc. | Reduce -29.8% | 0.69% | −0.29 |
| EMR Emerson Electric Co. | Reduce -23.9% | 0.62% | −0.27 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.24 |
| QCOM Qualcomm Inc. | Reduce -52.8% | 0.23% | −0.24 |
| PFF iShares Preferred & Income S | Reduce -27.3% | 0.56% | −0.20 |
| CWI State Street SPDR MSCI Acwi | Sold out | 0.00% | −0.19 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -35.6% | 0.78% | −0.19 |
| K Kellanova | Sold out | 0.00% | −0.19 |
| SYK Stryker Corp. | Reduce -22.3% | 0.89% | −0.18 |
| CTLP Cantaloupe Inc. | Reduce -90.1% | 0.02% | −0.17 |
| HON Honeywell International Inc. | Reduce -16.4% | 0.71% | −0.17 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.14 |
| DELL Dell Technologies -C | Reduce -0.4% | 0.60% | −0.14 |
| CME Cme Group Inc. | Reduce -26.7% | 0.87% | −0.14 |
| TT Trane Technologies PLC | Reduce -12.5% | 0.62% | −0.13 |
| CHDN Churchill Downs Inc. | Sold out | 0.00% | −0.13 |
| HD Home Depot Inc. | Reduce -8.4% | 1.05% | −0.13 |
| MMM 3M Co. | Sold out | 0.00% | −0.13 |
| IMMR Immersion Corporation | Sold out | 0.00% | −0.13 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.12 |
| MU Micron Technology Inc. | Reduce -23.3% | 0.54% | −0.12 |
| INFU Infusystem Holdings Inc. | Reduce -89.6% | 0.01% | −0.10 |
| XLF SS Financial Select Sector | Reduce -58.9% | 0.08% | −0.10 |
| JNJ Johnson & Johnson | Reduce -21.9% | 1.21% | −0.10 |
| INTC Intel Corp. | Reduce -54.8% | 0.11% | −0.10 |
| UTI Universal Technical Institut | Reduce -57.4% | 0.07% | −0.09 |
| STX Seagate Technology Holdings | Reduce -48.6% | 0.10% | −0.09 |
| EWJ iShares MSCI Japan ETF | Reduce -65.5% | 0.05% | −0.09 |
| FIX Comfort Systems USA Inc. | Reduce -37.6% | 0.08% | −0.08 |
| SWKH SWK Holdings Corp. | Sold out | 0.00% | −0.08 |
| BLKB Blackbaud Inc. | Sold out | 0.00% | −0.08 |
| PHLT Performant Healthcare Inc. | Sold out | 0.00% | −0.08 |
| QUIK Quicklogic Corp. | Sold out | 0.00% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -67.7% | 0.03% | −0.07 |
| XLI SS Industrial Select Sector | Reduce -63.6% | 0.04% | −0.07 |
| AEHR Aehr Test Systems | Sold out | 0.00% | −0.07 |
| SMLR Semler Scientific Inc. | Sold out | 0.00% | −0.07 |
| CYRX Cryoport Inc. | Sold out | 0.00% | −0.07 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.07 |
| BBY Best Buy Co. Inc. | Reduce -26.1% | 0.12% | −0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| MRK Merck & Co. Inc. | New | 0.92% | +0.92 |
| REGN Regeneron Pharmaceuticals | New | 0.72% | +0.72 |
| CEG Constellation Energy | New | 0.61% | +0.61 |
| IJH iShares Core S&P Midcap ETF | Add +117.6% | 1.09% | +0.57 |
| META Meta Platforms Inc. Class A | Add +100.6% | 0.97% | +0.50 |
| DE Deere & Co. | New | 0.48% | +0.48 |
| APO Apollo Global Management Inc. | New | 0.48% | +0.48 |
| BBEU JPMorgan Betabuilders Europe | Add +4.6% | 2.75% | +0.47 |
| CSCO Cisco Systems Inc. | Add +161.1% | 0.64% | +0.41 |
| TXN Texas Instruments Inc. | Add +60.6% | 1.01% | +0.37 |
| DFUS Dimensional US Eq MKT ETF | Add +170.6% | 0.58% | +0.36 |
| BIDU Baidu Inc. - Spon ADR | New | 0.35% | +0.35 |
| MDT Medtronic PLC | Add +15.9% | 1.35% | +0.35 |
| LNG Cheniere Energy Inc. | New | 0.29% | +0.29 |
| XOM Exxon Mobil Corp. | Add +14.0% | 1.21% | +0.28 |
| MSI Motorola Solutions Inc. | New | 0.27% | +0.27 |
| MAA Mid-America Apartment Comm | Add +11.4% | 1.30% | +0.26 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +24.6% | 0.88% | +0.20 |
| VGLT Vanguard Long-Term Treasury | Add +80.3% | 0.38% | +0.19 |
| JIRE JPMorgan Int Res Enh Eqty | Add +37.0% | 0.52% | +0.18 |
| DFAX Dimensional World Ex US Core | Add +24.4% | 0.61% | +0.16 |
| MC Moelis & Co. Class A | New | 0.16% | +0.16 |
| UITB Victoryshares Core Intermedi | New | 0.16% | +0.16 |
| VMBS Vanguard Mortgage-Backed Sec | Add +35.5% | 0.50% | +0.15 |
| KO The Coca-Cola Co. | Add +4.2% | 0.76% | +0.15 |
| ACN Accenture PLC Class A | Add +32.9% | 0.77% | +0.14 |
| IXUS iShares Core Intl Stock ETF | Add +4.2% | 1.12% | +0.13 |
| AVLV Avantis US Large Cap Value | Add +195.3% | 0.19% | +0.13 |
| MCD McDonald's Corp. | Add +10.3% | 0.68% | +0.13 |
| FCX Freeport-McMoran Inc. | Add +40.1% | 0.41% | +0.12 |
| AGG iShares Core U.S. Aggregate | Add +2.0% | 1.70% | +0.12 |
| FELG Fidelity Enh LRG Cap GWTH | Add +195.6% | 0.18% | +0.12 |
| J Jacobs Solutions Inc. | Add +31.1% | 0.61% | +0.11 |
| CASY Casey's General Stores Inc. | New | 0.11% | +0.11 |
| MCHI iShares MSCI China ETF | Add +3.8% | 0.57% | +0.11 |
| TEVA Teva Pharmaceutical-SP ADR | Add +61.5% | 0.78% | +0.11 |
| CTRA Coterra Energy Inc. | Add +27.5% | 0.33% | +0.11 |
| VZ Verizon Communications Inc. | Add +9.4% | 0.48% | +0.11 |
| ETN Eaton Corp. PLC | Add +43.2% | 0.60% | +0.11 |
| DOCU Docusign Inc. | New | 0.11% | +0.11 |
| IPAC iShares Core MSCI Pacific Et | Add +3.1% | 1.32% | +0.10 |
| CB Chubb Ltd. | Add +9.8% | 0.53% | +0.10 |
| FYLD Cambria Foreign Shareholder | New | 0.10% | +0.10 |
| UTHR United Therapeutics Corp. | New | 0.10% | +0.10 |
| GVI iShares Intermediate Governm | Add +0.1% | 1.91% | +0.09 |
| AVEM Avantis Emerging Markets Eq | Add +71.0% | 0.20% | +0.09 |
| DUK Duke Energy Corp. | Add +2.9% | 0.53% | +0.09 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +4.7% | 1.24% | +0.09 |
| CNH CNH Industrial NV | New | 0.08% | +0.08 |
| PG The Procter & Gamble Co. | Add +9.9% | 0.62% | +0.08 |
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 |