Greenwood Capital Associates LLC
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $36.10M | 4.0% |
| Apple Inc. | $35.80M | 3.9% |
| J P MORGAN EXCHANGE TRADED F | $27.72M | 3.1% |
| Alphabet Inc. | $27.09M | 3.0% |
| MICROSOFT CORP | $26.37M | 2.9% |
| Amazon.com Inc | $16.43M | 1.8% |
| DIMENSIONAL ETF TRUST | $15.64M | 1.7% |
| ISHARES INC | $15.09M | 1.7% |
| Warren E. Buffett | $14.97M | 1.6% |
| ISHARES TR | $14.79M | 1.6% |
| ISHARES TR | $14.03M | 1.5% |
| ISHARES TR | $13.99M | 1.5% |
| iShares MSCI UAE ETF | $11.98M | 1.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $11.75M | 1.3% |
| JOHNSON & JOHNSON | $11.53M | 1.3% |
| ELI LILLY & Co | $11.05M | 1.2% |
| AMGEN INC | $10.71M | 1.2% |
| J P MORGAN EXCHANGE TRADED F | $9.88M | 1.1% |
| Broadcom Inc. | $9.87M | 1.1% |
| JPMORGAN CHASE & CO | $9.77M | 1.1% |
| Palo Alto Networks Inc | $9.75M | 1.1% |
| VANGUARD SCOTTSDALE FDS | $9.72M | 1.1% |
| NEXTERA ENERGY INC | $9.49M | 1.0% |
| TEXAS INSTRUMENTS INC | $9.34M | 1.0% |
| EXXON MOBIL CORP | $9.10M | 1.0% |
| DIMENSIONAL ETF TRUST | $8.79M | 1.0% |
| REGENERON PHARMACEUTICALS, INC. | $8.70M | 1.0% |
| Netflix Inc | $8.18M | 0.9% |
| DOW INC. | $7.99M | 0.9% |
| SPDR SERIES TRUST | $7.78M | 0.9% |
| VICTORY PORTFOLIOS II | $7.73M | 0.9% |
| CISCO SYSTEMS, INC. | $7.62M | 0.8% |
| QUALCOMM INC/DE | $7.59M | 0.8% |
| Meta Platforms Inc | $7.57M | 0.8% |
| MCDONALD'S CORP | $7.48M | 0.8% |
| MID AMERICA APARTMENT COMMUNITIES INC. | $7.37M | 0.8% |
| VANGUARD SCOTTSDALE FDS | $7.30M | 0.8% |
| TJX Cos Inc/The | $7.19M | 0.8% |
| NIKE, Inc. | $6.96M | 0.8% |
| Morgan Stanley | $6.91M | 0.8% |
| ISHARES TR | $6.73M | 0.7% |
| GENERAL ELECTRIC CO | $6.68M | 0.7% |
| Motorola Solutions, Inc. | $6.54M | 0.7% |
| HOME DEPOT, INC. | $6.47M | 0.7% |
| HUNTINGTON BANCSHARES INC /MD | $6.38M | 0.7% |
| CME Group Inc | $6.37M | 0.7% |
| COCA COLA CO | $6.25M | 0.7% |
| Eaton Corp plc | $6.05M | 0.7% |
| Walmart Inc. | $5.96M | 0.7% |
| UNITEDHEALTH GROUP INC | $5.96M | 0.7% |