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| Greenwood Capital Associates LLC
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| |
|---|---|
| CRD # | 115015 |
| SEC # | 801-60493 |
| CIK # | 0001161822 |
| AUM | $1.5 BB (2024-03-29) |
| Employees | 19 (79% Investors, 0% Brokers) |
| Phone | 864-941-4049 |
| Address | 425 Main Street Greenwood, SC 29646-2741 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 31.7 | |
| MSFT | 1,918,222.4 | 30.0 | |
| GOOGL | 1,475,138.5 | 24.7 | |
| AMZN | 1,092,997.8 | 14.2 | |
| AMGN | 130,083.0 | 13.2 | |
| IBM | 127,593.9 | 12.6 | |
| SPGI | 113,084.7 | 11.0 | |
| JPM | 340,169.2 | 10.8 | |
| LLY | 301,789.7 | 10.4 | |
| VRTX | 70,632.1 | 9.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 564 | 595.6 |
| (b) Individuals (high net worth individuals) | 74 | 215.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 18.1 |
| (h) Charitable organizations | 39 | 128.4 |
| (i) State or municipal government entities | 11 | 410.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 127.6 |
| (n) Other | 0 | 0.0 |
| Total | 714 | 1,495.5 |
| By Discretionary | ||
| Discretionary | 714 | 1,495.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 714 | 1,495.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,495.5 | |
| Total | 714 | 1,495.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001161822] |
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|---|---|---|
|
Quest Investment Management LLC
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AXIA Advisory Corp
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IL | 1.5 |
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Cary Street Partners Asset Management LLC
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Retirement Plan Advisors LLC
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IL | 1.5 |
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CA | 1.5 |
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UT | 1.5 |