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| Greenwood Capital Associates LLC
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|
|---|---|
| CRD # | 115015 |
| SEC # | 801-60493 |
| CIK # | 0001161822 |
| AUM | $1.4 BB (2023-03-31) |
| Employees | 20 (70% Investors, 0% Brokers) |
| Phone | 864-941-4049 |
| Address | 425 Main Street Greenwood, SC 29646-2741 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001161822 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 25.6 | |
| Microsoft Corp | 1,918,222.4 | 22.3 | |
| Alphabet Inc | 1,475,138.5 | 17.5 | |
| Johnson & Johnson | 465,600.2 | 13.6 | |
| Walt Disney Co | 174,716.7 | 12.1 | |
| Chart Industries Inc | 5,943.0 | 11.6 | |
| Cisco Systems Inc | 178,309.9 | 11.4 | |
| Thermo Fisher Scientific Inc | 209,733.6 | 10.4 | |
| Emerson Electric Co | 48,422.9 | 10.1 | |
| EOG Resources Inc | 69,295.8 | 9.8 | |
| J P Morgan Chase & Co | 340,169.2 | 9.3 | |
| Bristol Myers Squibb Co | 167,557.4 | 9.2 | |
| PepsiCo Inc | 226,773.9 | 9.1 | |
| Vertex Pharmaceuticals Inc / Ma | 70,632.1 | 9.0 | |
| Honeywell International Inc | 119,775.0 | 8.9 | |
| United Technologies Corp /DE/ | 139,471.0 | 8.8 | |
| International Business Machines Corp | 127,593.9 | 8.6 | |
| Molson Coors Brewing Co | 12,094.1 | 8.1 | |
| Edwards Lifesciences Corp | 58,898.5 | 8.0 | |
| Biogen IDEC Inc | 29,658.0 | 7.8 | |
| Nike Inc | 161,751.8 | 7.7 | |
| FPL Group Inc | 150,166.4 | 7.5 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 529 | 530.2 |
| (b) Individuals (high net worth individuals) | 82 | 209.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 16.3 |
| (h) Charitable organizations | 32 | 117.6 |
| (i) State or municipal government entities | 10 | 371.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 119.6 |
| (n) Other | 0 | 0.0 |
| Total | 682 | 1,364.8 |
| By Discretionary | ||
| Discretionary | 682 | 1,364.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 682 | 1,364.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,364.8 | |
| Total | 682 | 1,364.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001161822] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Garde Capital Inc
✚
|
WA | 1.4 |
|
Retirement Management Systems Inc
✚
|
MD | 1.4 |
|
Sound View Wealth Advisors Group LLC
✚
|
GA | 1.4 |
|
Sierra Capital LLC
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|
FL | 1.4 |
|
First Ascent Asset Management LLC
✚
|
CO | 1.4 |
|
Brokers International Financial Services LLC
✚
|
IA | 1.4 |
|
Hub Investment Advisors Inc
✚
|
NE | 1.3 |
|
The Fiduciary Group LLC
✚
|
GA | 1.3 |
|
UMA Financial Services Inc
✚
|
UT | 1.3 |
|
TPG Financial Advisors LLC
✚
|
OR | 1.3 |