Greenwood Capital Associates LLC New Holdings in Q4 2024

Greenwood Capital Associates LLC

  • $752 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HBAN
Huntington Bancshares Inc

Financial Services
371K
New
$14.18 - $18.2 $5.26M - $6.75M
371K $6.03M
TXN
Texas Instruments Inc

Technology
25.9K
New
N/A
25.9K $5.03M
ACN
Accenture PLC

Technology
13.7K
New
$343.9 - $376.86 $4.71M - $5.17M
13.7K $4.82M
MCD
Mcdonalds Corp

Consumer Cyclical
14.6K
New
$288.47 - $316.54 $4.21M - $4.62M
14.6K $4.23M
ETN
Eaton Corp PLC

Industrials
11.5K
New
$326.96 - $377.52 $3.77M - $4.35M
11.5K $3.82M
META
Meta Platforms, Inc.

Communication Services
6.23K
New
$554.08 - $632.68 $3.45M - $3.94M
6.23K $3.67M
DFAX
Dimensional ETF Tr
140K
New
$24.76 - $27.04 $3.46M - $3.78M
140K $3.47M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
43.9K
New
$58.46 - $65.6 $2.57M - $2.88M
43.9K $2.57M
CSCO
Cisco Systems, Inc.

Technology
29.6K
New
$52.45 - $60.02 $1.55M - $1.78M
29.6K $1.75M
DFUS
Dimensional ETF Tr U S Equity

ETFs
26.1K
New
$61.52 - $66.5 $1.61M - $1.74M
26.1K $1.67M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
53.3K
New
$27.88 - $30.51 $1.48M - $1.62M
53.3K $1.49M
DVY
Ishares Tr

ETFs
8.32K
New
$129.55 - $143.41 $1.08M - $1.19M
8.32K $1.09M
D
Dominion Energy, Inc

Utilities
19.1K
New
$52.63 - $60.92 $1M - $1.16M
19.1K $1.03M
AVEM
American Centy ETF Tr Avantis

ETFs
14.7K
New
$58.59 - $66.14 $862K - $973K
14.7K $864K
UPS
United Parcel Service Inc

Industrials
5.5K
New
$122.65 - $138.35 $675K - $761K
5.5K $693K
AVLV
American Centy ETF Tr Avantis
7.49K
New
$65.51 - $71.22 $490K - $533K
7.49K $499K
TSCO
Tractor Supply CO

Consumer Cyclical
8.28K
New
$52.59 - $303.74 $435K - $2.51M
8.28K $439K
JMEE
J P Morgan Exchange Traded Fd

ETFs
5.4K
New
$60.1 - $66.4 $325K - $359K
5.4K $326K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.03K
New
$33.92 - $36.6 $306K - $331K
9.03K $312K
ONTO
Onto Innovation Inc.

Technology
1.59K
New
$158.54 - $225.02 $253K - $358K
1.59K $265K
OKTA
Okta, Inc.

Technology
2.65K
New
$71.81 - $86.11 $191K - $228K
2.65K $209K
Fidelity Covington Trust
10K
New
N/A
10K $0
Fidelity Covington Trust
14.5K
New
N/A
14.5K $0
Arista Networks Inc
2.72K
New
N/A
2.72K $0
Activity Summary
Buys All Purchases 76 New Holdings 25 Increased Positions 51 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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