GREENWOOD CAPITAL ASSOCIATES LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GC GREENWOOD CAPITAL ASSOCIATES LLC | Institutional Filer | ▼ 1.44% | $907.6M | 286 |
Current Portfolio Holdings
Showing all 286 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 55K | $36.1M | 3.98% |
| 2 | AAPL | Apple Inc. | Technology | 141K | $35.8M | 3.94% |
| 3 | BBEU | J P MORGAN EXCHANGE TRADED F | — | 383K | $27.7M | 3.05% |
| 4 | GOOGL | Alphabet Inc. | Technology | 94K | $27.1M | 2.98% |
| 5 | MSFT | Microsoft Corporation | Technology | 71K | $26.4M | 2.91% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 79K | $16.4M | 1.81% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | — | 461K | $15.6M | 1.72% |
| 8 | EMXC | ISHARES INC | — | 192K | $15.1M | 1.66% |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 31K | $15.0M | 1.65% |
| 10 | GVI | ISHARES TR | — | 139K | $14.8M | 1.63% |
| 11 | AGG | ISHARES TR | — | 141K | $14.0M | 1.55% |
| 12 | IPAC | ISHARES TR | — | 183K | $14.0M | 1.54% |
| 13 | IXUS | ISHARES TR | — | 138K | $12.0M | 1.32% |
| 14 | IBM | International Business Machines Corporation | Technology | 48K | $11.8M | 1.30% |
| 15 | JNJ | Johnson & Johnson | Healthcare | 47K | $11.5M | 1.27% |
Showing 1 to 15 of 286 holdings