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Greenwood Gearhart Inc Top Holdings and 13F Report (2025)

About Greenwood Gearhart Inc

Investment Activity

  • Greenwood Gearhart Inc has $1.45 billion in total holdings as of December 31, 2024.
  • Greenwood Gearhart Inc owns shares of 130 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 26.89% of the portfolio was purchased this quarter.
  • About 5.27% of the portfolio was sold this quarter.
  • This quarter, Greenwood Gearhart Inc has purchased 107 new stocks and bought additional shares in 60 stocks.
  • Greenwood Gearhart Inc sold shares of 24 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Apple
$59,246,031
Walmart
$58,892,592

Largest New Holdings this Quarter

iShares Core S&P 500 ETF
$10,999,146 Holding
Vanguard S&P 500 Value ETF
$4,510,598 Holding

Largest Purchases this Quarter

Schwab US Large-Cap ETF
4,158,912 shares (about $96.40M)
Invesco S&P 500 Equal Weight ETF
182,073 shares (about $31.90M)
Vanguard Total International Stock ETF
372,972 shares (about $21.98M)
Walmart
226,530 shares (about $20.47M)

Largest Sales this Quarter

Home Depot
30,321 shares (about $11.79M)
Charles Schwab
148,487 shares (about $10.99M)
Johnson & Johnson
71,261 shares (about $10.31M)
Home Bancshares, Inc. (Conway, AR)
17,270 shares (about $488.74K)
Shell
3,531 shares (about $221.22K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreenwood Gearhart Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$148,642,666$14,533,329 10.8%275,87210.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$137,313,881$96,403,588 235.6%5,923,8089.5%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$68,482,854$11,769,674 20.8%1,329,5064.7%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$59,246,031$4,043,776 7.3%236,5874.1%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$58,892,592$20,466,993 53.3%651,8274.1%Retail/Wholesale
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$53,755,949$20,128,824 59.9%1,039,7673.7%Manufacturing
Microsoft Co. stock logo
MSFT
Microsoft
$45,637,178$2,351,133 5.4%108,2733.1%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$44,830,233$12,793,466 39.9%325,8723.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$41,527,186$21,979,230 112.4%704,6872.9%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$39,166,073$10,265,278 35.5%423,6462.7%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$38,416,544$6,533,442 20.5%762,6872.6%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$37,227,606$1,308,790 3.6%277,2182.6%Computer and Technology
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$34,256,721$1,255,165 3.8%435,7812.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$33,092,574$2,861,933 9.5%173,7692.3%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$31,904,648$31,904,648 New Holding182,0732.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$30,861,943$2,433,876 8.6%139,6722.1%Finance
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$30,236,048$2,361,537 8.5%229,4782.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$29,437,654$7,181,250 32.3%57,5822.0%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$28,662,807$7,942,225 38.3%460,0032.0%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$28,647,910$14,777,629 106.5%592,7562.0%ETF
J.B. Hunt Transport Services, Inc. stock logo
JBHT
J.B. Hunt Transport Services
$28,193,093$254,284 0.9%165,2001.9%Transportation
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$25,914,566$1,252,936 5.1%118,1211.8%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$25,342,432$2,270,026 9.8%55,9091.7%Finance
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$23,087,390$2,430,297 11.8%107,1391.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$16,813,646$535,161 3.3%28,7161.2%Computer and Technology
Formula One Group stock logo
FWONK
Formula One Group
$16,764,140$441,154 2.7%180,9211.2%Consumer Discretionary
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$16,323,740$779,296 5.0%68,0981.1%Finance
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$16,296,815$2,397,454 17.2%134,3401.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$15,994,083$524,588 3.4%39,6051.1%Auto/Tires/Trucks
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$15,601,403$653,282 4.4%206,1221.1%ETF
Visa Inc. stock logo
V
Visa
$15,170,804$1,055,569 7.5%48,0031.0%Business Services
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$13,880,811$665,161 5.0%155,8241.0%ETF
Accenture plc stock logo
ACN
Accenture
$13,170,314$1,080,347 8.9%37,4380.9%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$12,425,102$426,963 3.6%34,2520.9%Industrial Products
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$11,305,939$861,599 8.2%113,6500.8%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$10,999,146$10,999,146 New Holding18,6840.8%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$10,515,335$489,182 4.9%45,3560.7%Computer and Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$10,264,292$10,264,292 New Holding79,8030.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$9,070,763$8,520,414 1,548.2%31,2990.6%ETF
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$8,924,653$803,995 9.9%66,7910.6%Business Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,371,483$7,999,326 2,149.4%14,2840.6%Finance
ASML Holding stock logo
ASML
ASML
$8,273,296$751,992 10.0%11,9370.6%Computer and Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$7,901,498$7,901,498 New Holding89,8920.5%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$7,457,966$428,481 6.1%92,9110.5%ETF
Tyson Foods, Inc. stock logo
TSN
Tyson Foods
$6,509,952$165,944 -2.5%113,3350.4%Consumer Staples
Home Bancshares, Inc. (Conway, AR) stock logo
HOMB
Home Bancshares, Inc. (Conway, AR)
$6,075,557$488,741 -7.4%214,6840.4%Finance
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$4,510,598$4,510,598 New Holding24,4460.3%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$2,850,501$2,850,501 New Holding42,5260.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,620,979$261,506 11.1%24,3650.2%Oils/Energy
Toast, Inc. stock logo
TOST
Toast
$2,489,535$2,489,535 New Holding68,3000.2%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$2,434,688$11,794,564 -82.9%6,2590.2%Retail/Wholesale
Stryker Co. stock logo
SYK
Stryker
$2,359,141$16,203 -0.7%6,5520.2%Medical
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$2,222,147$2,222,147 New Holding21,0670.2%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$1,961,039$1,961,039 New Holding51,1090.1%ETF
American Express stock logo
AXP
American Express
$1,780,443$145,130 -7.5%5,9990.1%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,715,963$1,715,963 New Holding25,9440.1%Manufacturing
Aon plc stock logo
AON
AON
$1,578,926$119,246 -7.0%4,3960.1%Finance
McDonald's Co. stock logo
MCD
McDonald's
$1,513,806$26,670 -1.7%5,2220.1%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,513,555$10,843 -0.7%3,7690.1%ETF
Entergy Corporation stock logo
ETR
Entergy
$1,504,572$752,286 100.0%19,8440.1%Utilities
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,430,337$1,430,337 New Holding38,5330.1%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,351,970$3,208 -0.2%5,4780.1%Retail/Wholesale
Bank OZK stock logo
OZK
Bank OZK
$1,312,611$24,892 -1.9%29,4770.1%Finance
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,216,443$1,216,443 New Holding15,7430.1%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$1,112,471$1,112,471 New Holding18,6250.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,092,315$10,305,767 -90.4%7,5530.1%Medical
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,067,976$950,734 810.9%38,5410.1%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$1,065,601$10,989,575 -91.2%14,3980.1%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,058,544$1,058,544 New Holding17,2570.1%ETF
Oracle Co. stock logo
ORCL
Oracle
$954,984$10,998 1.2%5,7310.1%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$953,607$5,533 0.6%5,6880.1%Consumer Staples
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$929,8050.0%11,4890.1%Manufacturing
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$903,883$427,916 89.9%1,7870.1%Medical
Chevron Co. stock logo
CVX
Chevron
$846,239$101,091 13.6%5,8430.1%Oils/Energy
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$810,616$810,616 New Holding7,9840.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$796,895$796,895 New Holding10,2150.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$718,281$718,281 New Holding3,7630.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$680,9200.0%10.0%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$670,235$670,235 New Holding5,2530.0%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$666,236$57,128 9.4%8630.0%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$597,498$21,324 -3.4%2,7180.0%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$594,6380.0%3,2120.0%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$587,027$67,666 -10.3%9,9160.0%Computer and Technology
Regions Financial Co. stock logo
RF
Regions Financial
$576,7100.0%24,5200.0%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$571,419$419,081 275.1%20,5030.0%ETF
The Boeing Company stock logo
BA
Boeing
$560,205$108,855 -16.3%3,1650.0%Aerospace
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$552,941$45,149 -7.5%3,9680.0%Manufacturing
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$548,0480.0%5,4630.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$538,974$19,330 -3.5%1,6730.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$533,210$345,376 183.9%20,4530.0%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$516,586$50,176 -8.9%2,2650.0%Transportation
Rayonier Inc. stock logo
RYN
Rayonier
$511,7430.0%19,6070.0%Construction
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$510,944$296,049 137.8%2,8080.0%Computer and Technology
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$504,463$504,463 New Holding10,5600.0%Manufacturing
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$496,2470.0%5,5890.0%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$485,857$45,880 -8.6%4,3630.0%Consumer Discretionary
Bank of America Co. stock logo
BAC
Bank of America
$484,794$484,794 New Holding11,0310.0%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$472,282$472,282 New Holding2,4120.0%ETF
Corning Incorporated stock logo
GLW
Corning
$450,336$1,283 -0.3%9,4770.0%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$396,933$396,933 New Holding1,5030.0%ETF

Showing largest 100 holdings. View all holdings.
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