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Greenwood Capital Associates LLC

All holdings · as of Mar 31, 2026

286 positions

CompanyClassValueShares% of portfolio
MID AMERICA APARTMENT COMMUNITIES INC.$7.37M60,3850.8%
MCDONALD'S CORP$7.48M24,0680.8%
Meta Platforms Inc$7.57M13,2330.8%
QUALCOMM INC/DE$7.59M58,9740.8%
CISCO SYSTEMS, INC.$7.62M98,2350.8%
VICTORY PORTFOLIOS II$7.73M164,3720.9%
SPDR SERIES TRUST$7.78M137,4940.9%
DOW INC.$7.99M191,7890.9%
Netflix Inc$8.18M85,0570.9%
REGENERON PHARMACEUTICALS, INC.$8.70M11,2611.0%
DIMENSIONAL ETF TRUST$8.79M123,9091.0%
EXXON MOBIL CORP$9.10M53,6251.0%
TEXAS INSTRUMENTS INC$9.34M48,1151.0%
NEXTERA ENERGY INC$9.49M102,1251.0%
VANGUARD SCOTTSDALE FDS$9.72M166,0371.1%
Palo Alto Networks Inc$9.75M60,7941.1%
JPMORGAN CHASE & CO$9.77M33,2091.1%
Broadcom Inc.$9.87M31,8751.1%
J P MORGAN EXCHANGE TRADED F$9.88M130,4171.1%
AMGEN INC$10.71M30,4441.2%
ELI LILLY & Co$11.05M12,0141.2%
JOHNSON & JOHNSON$11.53M47,1701.3%
INTERNATIONAL BUSINESS MACHINES CORP$11.75M48,4901.3%
iShares MSCI UAE ETF$11.98M138,3231.3%
ISHARES TR$13.99M182,8291.5%
ISHARES TR$14.03M141,3031.5%
ISHARES TR$14.79M138,6601.6%
Warren E. Buffett$14.97M31,2471.6%
ISHARES INC$15.09M191,7951.7%
DIMENSIONAL ETF TRUST$15.64M460,5291.7%
Amazon.com Inc$16.43M78,8751.8%
MICROSOFT CORP$26.37M71,2372.9%
Alphabet Inc.$27.09M94,1913.0%
J P MORGAN EXCHANGE TRADED F$27.72M382,8743.1%
Apple Inc.$35.80M141,0563.9%
ISHARES TR$36.10M55,2654.0%
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