GREENWOOD CAPITAL ASSOCIATES LLC - Portfolio overview

GREENWOOD CAPITAL ASSOCIATES LLC has 330 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 3.66%
2. AAPL - APPLE INC, 3.63%
3. BBEU - J P MORGAN EXCHANGE TRADED F, 2.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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