GREENWOOD CAPITAL ASSOCIATES LLC
288 holdingsFiling period: 2026-03-31Current AUM: $1.02Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 55.3K | $36.1M | $41.5M | 4.05% | -4,360 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 141.1K | $35.8M | $43.6M | 4.26% | -5,937 | 2026-03-31 |
| 3 | BBEU | J P MORGAN EXCHANGE TRADED F | 382.9K | $27.7M | $30.3M | 2.96% | +4.2K | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 94.2K | $27.1M | $33.5M | 3.28% | -10,749 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 71.2K | $26.4M | $33.1M | 3.23% | +6.8K | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 78.9K | $16.4M | $21.4M | 2.09% | -3,160 | 2026-03-31 |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 460.5K | $15.6M | $16.8M | 1.64% | +70.3K | 2026-03-31 |
| 8 | EMXC | ISHARES INC | 191.8K | $15.1M | $17.7M | 1.73% | -736 | 2026-03-31 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 31.2K | $15.0M | $15.0M | 1.46% | -2,743 | 2026-03-31 |
| 10 | GVI | ISHARES TR | 138.7K | $14.8M | $14.6M | 1.43% | +1.8K | 2026-03-31 |
| 11 | AGG | ISHARES TR | 141.3K | $14.0M | $13.8M | 1.34% | +5.8K | 2026-03-31 |
| 12 | IPAC | ISHARES TR | 182.8K | $14.0M | $15.1M | 1.48% | +5.8K | 2026-03-31 |
| 13 | IXUS | ISHARES TR | 138.3K | $12.0M | $13.1M | 1.28% | +2.9K | 2026-03-31 |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | 48.5K | $11.8M | $10.8M | 1.06% | +2.5K | 2026-03-31 |
| 15 | JNJ | JOHNSON & JOHNSON | 47.2K | $11.5M | $12.1M | 1.18% | -1,639 | 2026-03-31 |
| 16 | LLY | ELI LILLY & CO | 12.0K | $11.0M | $13.8M | 1.35% | -411 | 2026-03-31 |
| 17 | AMGN | AMGEN INC | 30.4K | $10.7M | $11.7M | 1.15% | +16.3K | 2026-03-31 |
| 18 | JIRE | J P MORGAN EXCHANGE TRADED F | 130.4K | $9.9M | $10.9M | 1.06% | +2.3K | 2026-03-31 |
| 19 | AVGO | BROADCOM INC | 31.9K | $9.9M | $12.4M | 1.21% | -3,857 | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 33.2K | $9.8M | $11.7M | 1.14% | -4,991 | 2026-03-31 |
| 21 | PANW | PALO ALTO NETWORKS INC | 60.8K | $9.7M | $20.2M | 1.97% | +8.5K | 2026-03-31 |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | 166.0K | $9.7M | $9.6M | 0.94% | -4,720 | 2026-03-31 |
| 23 | NEE | NEXTERA ENERGY INC | 102.1K | $9.5M | $8.9M | 0.87% | -3,170 | 2026-03-31 |
| 24 | TXN | TEXAS INSTRS INC | 48.1K | $9.3M | $13.3M | 1.30% | -590 | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 53.6K | $9.1M | $8.3M | 0.81% | -12,301 | 2026-03-31 |
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