GREENWOOD CAPITAL ASSOCIATES LLC

Institutional manager (13F) · CIK 1161822

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $570M

#	Issuer	Value	Shares
1	ISHARES TR	$36M	55,265
2	APPLE INC	$36M	141,056
3	J P MORGAN EXCHANGE TRADED F	$28M	382,874
4	ALPHABET INC	$27M	94,191
5	MICROSOFT CORP	$26M	71,237
6	AMAZON COM INC	$16M	78,875
7	DIMENSIONAL ETF TRUST	$16M	460,529
8	ISHARES INC	$15M	191,795
9	BERKSHIRE HATHAWAY INC DEL	$15M	31,247
10	ISHARES TR	$15M	138,660
11	ISHARES TR	$14M	141,303
12	ISHARES TR	$14M	182,829
13	ISHARES TR	$12M	138,323
14	INTERNATIONAL BUSINESS MACHS	$12M	48,490
15	JOHNSON & JOHNSON	$12M	47,170
16	ELI LILLY & CO	$11M	12,014
17	AMGEN INC	$11M	30,444
18	J P MORGAN EXCHANGE TRADED F	$10M	130,417
19	BROADCOM INC	$10M	31,875
20	JPMORGAN CHASE & CO	$10M	33,209
21	PALO ALTO NETWORKS INC	$10M	60,794
22	VANGUARD SCOTTSDALE FDS	$10M	166,037
23	NEXTERA ENERGY INC	$9M	102,125
24	TEXAS INSTRS INC	$9M	48,115
25	EXXON MOBIL CORP	$9M	53,625
26	DIMENSIONAL ETF TRUST	$9M	123,909
27	REGENERON PHARMACEUTICALS	$9M	11,261
28	NETFLIX INC.	$8M	85,057
29	DOW HLDGS INC	$8M	191,789
30	SPDR SERIES TRUST	$8M	137,494
31	VICTORY PORTFOLIOS II	$8M	164,372
32	CISCO SYS INC	$8M	98,235
33	QUALCOMM INC	$8M	58,974
34	META PLATFORMS INC	$8M	13,233
35	MCDONALDS CORP	$7M	24,068
36	MID-AMER APT CMNTYS INC	$7M	60,385
37	VANGUARD SCOTTSDALE FDS	$7M	155,487
38	TJX COS INC NEW	$7M	45,006
39	NIKE INC	$7M	131,738
40	MORGAN STANLEY	$7M	41,992
41	ISHARES TR	$7M	70,511
42	GE AEROSPACE	$7M	23,541
43	MOTOROLA SOLUTIONS INC	$7M	15,073
44	HOME DEPOT INC	$6M	19,681
45	HUNTINGTON BANCSHARES INC	$6M	407,441
46	CME GROUP INC	$6M	21,579
47	COCA COLA CO	$6M	82,167
48	EATON CORP PLC	$6M	16,904
49	WALMART INC	$6M	47,990
50	UNITEDHEALTH GROUP INC	$6M	22,013

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.