GREENWOOD CAPITAL ASSOCIATES LLC 13F Holdings

CIK 0001161822 · GREENWOOD, SC

As of Sep 30, 2025, GREENWOOD CAPITAL ASSOCIATES LLC reported 255 positions worth $848.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—60,248$40.3M4.75%
APPLE INCAAPLTechnology146,552$37.3M4.40%
MICROSOFT CORPMSFTTechnology63,073$32.7M3.85%
ALPHABET INCGOOGLEquity115,231$28.0M3.30%
JPMORGAN BETABUILDERS EUROPE ETFBBEU—362,897$25.3M2.98%
AMAZON.COM INCAMZNEquity85,273 8.7M2.21%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services34,546 7.4M2.05%
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI—137,157 4.7M1.74%
ISHARES CORE US AGGREGATE BOND ETFAGG—132,727 3.3M1.57%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology47,153 3.3M1.57%
JPMORGAN CHASE & COJPMFinancial Services39,116 2.3M1.45%
ISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC—182,465 2.3M1.45%
BROADCOM INCAVGOTechnology36,952 2.2M1.44%
ISHARES CORE MSCI PACIFIC ETFIPAC—165,292 2.1M1.43%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFIXUS—127,788 0.6M1.24%
PALO ALTO NETWORKS INCPANWTechnology49,835 0.1M1.20%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—171,396 0.1M1.19%
ELI LILLY & COLLYHealthcare13,169 0.0M1.18%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETFDFAX—313,913$9.9M1.16%
META PLATFORMS INCMETACommunication Services13,057$9.6M1.13%
JOHNSON & JOHNSONJNJHealthcare50,724$9.4M1.11%
MORGAN STANLEYMSFinancial Services58,520$9.3M1.10%
ASML HOLDING NVASMLTechnology9,113$8.8M1.04%
ISHARES 7-10 YEAR TREASURY BOND ETFIEF—89,556$8.6M1.02%
AMPHENOL CORP-CL AAPHTechnology67,686$8.4M0.99%