Arvest Investments, Inc. Top Holdings and 13F Report (2024) → 4 coins to be the “Next Bitcoin” (From True Market Insiders) (Ad) About Arvest Investments, Inc.Investment ActivityArvest Investments, Inc. has $630.62 million in total holdings as of March 31, 2024.Arvest Investments, Inc. owns shares of 156 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 3.52% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Arvest Investments, Inc. has purchased 154 new stocks and bought additional shares in 39 stocks.Arvest Investments, Inc. sold shares of 87 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets Index Fund ETF Shares $51,991,068Invesco S&P 500 Equal Weight ETF $42,185,931Goldman Sachs Access Investment Grade Corporate Bond ETF $31,503,522Janus Henderson Mortgage-Backed Securities ETF $24,940,574iShares CMBS ETF $21,892,698 Largest New Holdings this Quarter International Business Machines $1,926,595 HoldingApplied Materials $1,430,823 HoldingPepsiCo $782,644 HoldingGlobal X Future Analytics Tech ETF $762,911 HoldingEli Lilly and Company $616,144 Holding Largest Purchases this Quarter Walmart 33,424 shares (about $2.01M)International Business Machines 10,089 shares (about $1.93M)iShares 10-20 Year Treasury Bond ETF 16,106 shares (about $1.69M)McDonald's 5,931 shares (about $1.67M)iShares 20+ Year Treasury Bond ETF 17,218 shares (about $1.63M) Largest Sales this Quarter iShares Core S&P 500 ETF 5,071 shares (about $2.67M)Energy Select Sector SPDR Fund 20,725 shares (about $1.96M)Vanguard FTSE Developed Markets Index Fund ETF Shares 36,340 shares (about $1.82M)Hess 9,759 shares (about $1.73M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 16,465 shares (about $1.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArvest Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets Index Fund ETF Shares$51,991,068$1,823,179 ▼-3.4%1,036,2978.2%ETFRSPInvesco S&P 500 Equal Weight ETF$42,185,931$1,161,203 ▲2.8%249,0756.7%ETFGIGBGoldman Sachs Access Investment Grade Corporate Bond ETF$31,503,522$513,358 ▲1.7%687,9925.0%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$24,940,574$644,885 ▲2.7%553,0064.0%ETFCMBSiShares CMBS ETF$21,892,698$455,175 ▲2.1%464,8133.5%ETFMBBiShares MBS ETF$21,825,195$560,713 ▲2.6%236,1523.5%ETFIVViShares Core S&P 500 ETF$21,302,510$2,666,034 ▼-11.1%40,5193.4%ETFTPYPTortoise North American Pipeline Fund$19,564,763$17,615 ▲0.1%699,7413.1%ETFVWOVanguard FTSE Emerging Markets ETF$18,266,795$164,282 ▲0.9%437,3182.9%ETFVOEVanguard Mid-Cap Value ETF$17,898,059$489,559 ▼-2.7%114,7972.8%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$17,706,945$1,708,908 ▼-8.8%170,6032.8%ETFGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$14,947,529$153,002 ▲1.0%476,9472.4%ETFVBRVanguard Small-Cap Value ETF$14,164,750$640,695 ▼-4.3%73,8202.2%ETFVOTVanguard Mid-Cap Growth ETF$11,964,592$862,530 ▼-6.7%50,7421.9%ETFAGZiShares Agency Bond ETF$10,782,859$354,296 ▲3.4%99,7951.7%FinanceMDYSPDR S&P MidCap 400 ETF Trust$9,948,614$211,992 ▼-2.1%17,8801.6%ETFEFAiShares MSCI EAFE ETF$9,625,765$3,434 ▲0.0%120,5331.5%FinanceEMLPFirst Trust North American Energy Infrastructure Fund$9,327,956$12,314 ▲0.1%315,8801.5%ETFVBKVanguard Small-Cap Growth ETF$8,363,770$527,184 ▼-5.9%32,0791.3%ETFJPMJPMorgan Chase & Co.$8,344,237$829,656 ▼-9.0%41,6581.3%FinanceXLVHealth Care Select Sector SPDR Fund$8,199,749$380,559 ▼-4.4%55,5041.3%ETFTLTiShares 20+ Year Treasury Bond ETF$7,995,098$1,629,185 ▲25.6%84,4961.3%ETFTLHiShares 10-20 Year Treasury Bond ETF$7,948,231$1,691,631 ▲27.0%75,6751.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$7,638,291$291,138 ▲4.0%93,4001.2%ManufacturingFLJPFranklin FTSE Japan ETF$6,721,749$182,053 ▼-2.6%216,6211.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$6,222,168$1,317,114 ▼-17.5%65,7311.0%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$5,719,308$207,981 ▼-3.5%164,2530.9%ETFIVWiShares S&P 500 Growth ETF$5,665,956$91,871 ▼-1.6%67,1000.9%ETFIWDiShares Russell 1000 Value ETF$5,100,168$879,432 ▼-14.7%28,4750.8%ETFMRKMerck & Co., Inc.$4,954,878$759,640 ▼-13.3%37,5510.8%MedicalIEIiShares 3-7 Year Treasury Bond ETF$4,627,940$153,219 ▲3.4%39,9610.7%ETFGDGeneral Dynamics$4,579,083$313,578 ▼-6.4%16,2090.7%AerospaceGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$4,567,259$271,600 ▲6.3%45,2690.7%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$4,386,197$1,348 ▼0.0%104,0860.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,893,823$818,231 ▲26.6%48,3640.6%ETFTRVTravelers Companies$3,806,285$455,677 ▼-10.7%16,5390.6%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$3,502,158$820,910 ▼-19.0%125,3450.6%ETFGMOMCambria Global Momentum ETF$3,368,612$34,664 ▲1.0%115,7400.5%ETFJNJJohnson & Johnson$3,356,651$893,778 ▼-21.0%21,2190.5%MedicalAAPLApple$3,131,484$123,641 ▲4.1%18,2610.5%Computer and TechnologySCHPSchwab U.S. TIPS ETF$3,112,592$1,399,214 ▼-31.0%59,6730.5%ETFCSCOCisco Systems$3,104,851$347,473 ▼-10.1%62,2090.5%Computer and TechnologyWMTWalmart$3,062,635$2,011,150 ▲191.3%50,8990.5%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$3,044,956$148,372 ▲5.1%52,4350.5%ETFLRCXLam Research$2,879,733$14,574 ▼-0.5%2,9640.5%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$2,780,782$234,203 ▲9.2%118,5320.4%ETFPFEPfizer$2,709,955$284,021 ▼-9.5%97,6560.4%MedicalLOWLowe's Companies$2,576,593$50,182 ▼-1.9%10,1150.4%Retail/WholesaleFIFiserv$2,553,763$40,914 ▼-1.6%15,9790.4%Business ServicesIQVIQVIA$2,529,152$31,358 ▼-1.2%10,0010.4%MedicalCVXChevron$2,526,521$432,838 ▼-14.6%16,0170.4%Oils/EnergyLMTLockheed Martin$2,461,756$423,029 ▼-14.7%5,4120.4%AerospaceMUMicron Technology$2,461,425$18,980 ▼-0.8%20,8790.4%Computer and TechnologyIPGInterpublic Group of Companies$2,418,894$431,205 ▼-15.1%74,1310.4%Business ServicesEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$2,351,216$29,025 ▲1.2%55,7320.4%ETFDTEDTE Energy$2,328,699$296,386 ▼-11.3%20,7660.4%UtilitiesXOMExxon Mobil$2,325,032$397,657 ▼-14.6%20,0020.4%Oils/EnergyCMCSAComcast$2,304,579$81,498 ▲3.7%53,1620.4%Consumer DiscretionaryKRESPDR S&P Regional Banking ETF$2,295,114$98,500 ▼-4.1%45,6460.4%ETFSCHFSchwab International Equity ETF$2,240,320$5,697 ▲0.3%57,4140.4%ETFDTDWisdomTree Total U.S. Dividend Fund$2,234,595$353,467 ▼-13.7%31,5970.4%FinanceVLOValero Energy$2,178,561$1,215,508 ▲126.2%12,7630.3%Oils/EnergyOMCOmnicom Group$2,164,037$38,123 ▼-1.7%22,3650.3%Business ServicesDIASPDR Dow Jones Industrial Average ETF Trust$2,157,560$649,575 ▼-23.1%5,4240.3%FinanceHBANHuntington Bancshares$2,145,328$371,209 ▼-14.8%153,7870.3%FinanceABBVAbbVie$2,039,520$42,429 ▼-2.0%11,2000.3%MedicalPRUPrudential Financial$2,038,064$353,257 ▼-14.8%17,3600.3%FinanceNVSNovartis$1,997,087$349,002 ▼-14.9%20,6460.3%MedicalULUnilever$1,975,026$331,003 ▼-14.4%39,3510.3%Consumer StaplesPEGPublic Service Enterprise Group$1,949,441$353,066 ▼-15.3%29,1920.3%UtilitiesIBMInternational Business Machines$1,926,595$1,926,595 ▲New Holding10,0890.3%Computer and TechnologyQQQInvesco QQQ$1,920,343$28,417 ▼-1.5%4,3250.3%FinanceTXNTexas Instruments$1,848,716$325,424 ▼-15.0%10,6120.3%Computer and TechnologyAIRRFirst Trust RBA American Industrial Renaissance ETF$1,843,646$182,668 ▼-9.0%27,3820.3%ManufacturingPAVEGlobal X U.S. Infrastructure Development ETF$1,838,807$152,315 ▼-7.6%46,1890.3%ETFLYBLyondellBasell Industries$1,829,789$322,693 ▼-15.0%17,8900.3%Basic MaterialsPINInvesco India ETF$1,825,516$1,309,034 ▲253.5%68,2940.3%ETFACNAccenture$1,821,088$25,303 ▼-1.4%5,2540.3%Business ServicesTGTTarget$1,819,769$331,560 ▼-15.4%10,2690.3%Retail/WholesaleBACBank of America$1,813,343$6,788 ▼-0.4%47,8200.3%FinanceUPSUnited Parcel Service$1,787,424$314,501 ▼-15.0%12,0260.3%TransportationMCDMcDonald's$1,763,916$1,672,280 ▲1,824.9%6,2560.3%Retail/WholesalePALLAberdeen Standard Physical Palladium Shares ETF$1,763,319$39,185 ▲2.3%18,8550.3%ManufacturingUNPUnion Pacific$1,743,151$31,479 ▼-1.8%7,0880.3%TransportationBMYBristol-Myers Squibb$1,734,169$293,547 ▼-14.5%31,9780.3%MedicalTFCTruist Financial$1,720,967$20,231 ▲1.2%44,1500.3%FinanceFBINFortune Brands Innovations$1,708,417$27,434 ▼-1.6%20,1770.3%Retail/WholesaleGLWCorning$1,675,719$294,563 ▼-15.0%50,8410.3%Computer and TechnologySLViShares Silver Trust$1,665,118$4,368 ▼-0.3%73,1920.3%ETFPPLTabrdn Physical Platinum Shares ETF$1,622,039$4,261 ▲0.3%19,4140.3%ETFLNTAlliant Energy$1,613,253$286,977 ▼-15.1%32,0090.3%UtilitiesEOGEOG Resources$1,462,119$141,520 ▲10.7%11,4370.2%Oils/EnergyQSRRestaurant Brands International$1,456,636$22,008 ▼-1.5%18,3340.2%Retail/WholesalePGProcter & Gamble$1,455,365$21,906 ▼-1.5%8,9690.2%Consumer StaplesAMATApplied Materials$1,430,823$1,430,823 ▲New Holding6,9380.2%Computer and TechnologyMDLZMondelez International$1,407,140$22,120 ▼-1.5%20,1020.2%Consumer StaplesSWKSSkyworks Solutions$1,377,666$14,949 ▼-1.1%12,7180.2%Computer and TechnologyHONHoneywell International$1,277,517$23,399 ▼-1.8%6,2240.2%Multi-Sector ConglomeratesKDPKeurig Dr Pepper$1,260,168$223,952 ▼-15.1%41,0880.2%Consumer StaplesPSXPhillips 66$1,175,859$546,600 ▲86.9%7,1980.2%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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