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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 March 31, 2025.
  • Greenwood Gearhart Inc owns shares of 106 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 6.29% of the portfolio was purchased this quarter.
  • About 2.85% of the portfolio was sold this quarter.
  • This quarter, Greenwood Gearhart Inc has purchased 130 new stocks and bought additional shares in 35 stocks.
  • Greenwood Gearhart Inc sold shares of 60 stocks and completely divested from 25 stocks this quarter.

Largest New Holdings this Quarter

031162100 - Amgen
$235,532 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
388,666 shares (about $19.68M)
Schwab US Large-Cap ETF
439,500 shares (about $9.70M)
Vanguard Total International Stock ETF
126,396 shares (about $7.85M)
Invesco S&P 500 Equal Weight ETF
27,071 shares (about $4.69M)

Largest Sales this Quarter

Walmart
69,279 shares (about $6.08M)
Vanguard S&P 500 Value ETF
12,935 shares (about $2.38M)
Consumer Staples Select Sector SPDR Fund
22,355 shares (about $1.83M)
Vanguard Total Stock Market ETF
5,280 shares (about $1.45M)
SPDR Portfolio Emerging Markets ETF
35,038 shares (about $1.38M)

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
$144,870,527$3,097,332 2.2%281,89910.0%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$140,501,837$9,704,160 7.4%6,363,3089.7%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$82,277,990$12,452,335 17.8%1,566,6035.7%Manufacturing
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$58,648,242$4,195,624 7.7%1,119,8824.1%Manufacturing
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$58,293,002$19,678,159 51.0%1,151,3534.0%ETF
Apple Inc. stock logo
AAPL
Apple
$52,290,918$262,113 -0.5%235,4073.6%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$51,610,246$7,849,190 17.9%831,0833.6%ETF
Walmart Inc. stock logo
WMT
Walmart
$51,141,912$6,082,006 -10.6%582,5483.5%Retail/Wholesale
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$47,994,399$413,793 0.9%328,7063.3%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$44,465,213$4,062,094 10.1%466,2393.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$40,217,508$427,195 -1.1%107,1352.8%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$36,230,006$4,689,508 14.9%209,1442.5%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$33,764,487$1,825,732 -5.1%413,4262.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$31,434,066$1,908,870 6.5%631,0792.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$31,338,870$1,261,157 4.2%239,1002.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$31,178,298$1,402,283 4.7%58,5422.2%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$31,107,770$1,062,883 3.5%287,0252.2%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$30,516,404$2,653,219 9.5%152,9722.1%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$30,504,879$3,663,683 13.6%522,7912.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$29,742,196$2,740,838 10.2%63,4272.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$26,702,994$444,943 -1.6%170,9211.8%Computer and Technology
J.B. Hunt Transport Services, Inc. stock logo
JBHT
J.B. Hunt Transport Services
$25,342,409$901,017 3.7%171,2901.8%Transportation
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$21,885,798$587,903 -2.6%115,0311.5%Retail/Wholesale
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$20,294,142$133,789 0.7%107,8501.4%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$19,261,458$1,836,179 10.5%148,4961.3%ETF
Visa Inc. stock logo
V
Visa
$16,799,581$23,481 -0.1%47,9361.2%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$16,354,671$349,798 -2.1%66,6721.1%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$15,955,513$595,385 -3.6%27,6831.1%Computer and Technology
Formula One Group stock logo
FWONK
Formula One Group
$15,691,263$593,436 -3.6%174,3281.1%Consumer Discretionary
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$15,544,526$708,232 -4.4%197,1401.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$13,328,139$780,184 -5.5%147,2070.9%ETF
Accenture plc stock logo
ACN
Accenture
$12,396,101$713,948 6.1%39,7260.9%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$12,297,608$2,096,351 20.5%137,0050.9%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$11,366,420$70,247 0.6%34,4650.8%Industrials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,850,361$648,449 -6.2%17,5300.7%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$9,656,388$80,405 -0.8%79,1440.7%ETF
ASML Holding stock logo
ASML
ASML
$9,614,761$1,704,947 21.6%14,5100.7%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$9,404,139$859,893 -8.4%36,2870.7%Auto/Tires/Trucks
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$8,635,814$561,416 7.0%71,4350.6%Business Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$8,285,648$295,357 3.7%14,8120.6%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$7,583,911$10,046 -0.1%45,2960.5%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$7,465,342$131,061 -1.7%91,3080.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7,151,062$1,451,155 -16.9%26,0190.5%ETF
Tyson Foods, Inc. stock logo
TSN
Tyson Foods
$7,059,997$171,904 -2.4%110,6410.5%Consumer Staples
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$6,534,175$690,460 -9.6%81,3010.5%ETF
Home Bancshares, Inc. (Conway, AR) stock logo
HOMB
Home Bancshares, Inc. (Conway, AR)
$6,048,225$20,892 -0.3%213,9450.4%Finance
Entergy Corporation stock logo
ETR
Entergy
$2,822,367$1,125,903 66.4%33,0140.2%Utilities
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,493,550$404,115 -13.9%20,9670.2%Energy
Toast, Inc. stock logo
TOST
Toast
$2,265,5110.0%68,3000.2%Computer and Technology
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$2,217,274$603,891 -21.4%33,4230.2%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$2,120,291$2,382,587 -52.9%11,5110.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,703,079$590,782 -25.8%4,6470.1%Retail/Wholesale
Stryker Co. stock logo
SYK
Stryker
$1,700,907$738,214 -30.3%4,5690.1%Medical
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,587,907$636,768 -28.6%15,0370.1%ETF
American Express stock logo
AXP
American Express
$1,517,173$96,858 -6.0%5,6390.1%Finance
McDonald's Co. stock logo
MCD
McDonald's
$1,377,864$253,332 -15.5%4,4110.1%Retail/Wholesale
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,342,032$187,336 -12.2%33,8130.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,324,839$36,109 -2.7%3,6690.1%ETF
Bank OZK stock logo
OZK
Bank OZK
$1,250,882$29,894 -2.3%28,7890.1%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,241,130$569,989 -31.5%17,7790.1%Manufacturing
Aon plc stock logo
AON
AON
$1,151,375$603,025 -34.4%2,8850.1%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$971,067$1,704 0.2%5,6980.1%Consumer Staples
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$926,536$185,381 25.0%9,9810.1%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$917,5120.0%11,4890.1%Manufacturing
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$909,067$191,914 26.8%4,7700.1%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$846,625$431,009 -33.7%3,6300.1%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$826,049$426,540 -34.1%4,9810.1%Medical
Chevron Co. stock logo
CVX
Chevron
$744,035$233,347 -23.9%4,4480.1%Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$703,675$9,085 -1.3%8520.0%Medical
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$688,017$321,765 -31.9%26,2600.0%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$632,734$1,379,487 -68.6%16,0710.0%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$629,856$46,002 -6.8%2,5330.0%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$594,209$10,161 -1.7%3,1580.0%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$569,088$19,127 3.5%5,6530.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$548,531$4,891 0.9%20,6370.0%ETF
Regions Financial Co. stock logo
RF
Regions Financial
$540,208$7,388 1.4%24,8600.0%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$523,4660.0%5,5890.0%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$519,280$5,884 1.1%20,7380.0%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$513,1760.0%1,6730.0%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$498,281$5,973 -1.2%3,9210.0%Manufacturing
Bank of America Co. stock logo
BAC
Bank of America
$446,827$13,478 -2.9%10,7080.0%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$441,958$37,200 -7.8%2,5900.0%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$412,967$8,011 -1.9%20,8780.0%ETF
Oracle Co. stock logo
ORCL
Oracle
$400,112$401,091 -50.1%2,8620.0%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$393,971$145,820 -27.0%2,3100.0%Aerospace
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$379,480$555,873 -59.4%7250.0%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$375,8100.0%4030.0%Consumer Discretionary
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$330,584$901,806 -73.2%4,2230.0%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$330,149$281,768 -46.0%5,3500.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$317,321$155 0.0%2,0520.0%Computer and Technology
RTX Co. stock logo
RTX
RTX
$300,817$126,632 -29.6%2,2710.0%Aerospace
Symbotic Inc. stock logo
SYM
Symbotic
$287,3260.0%14,2170.0%Business Services
Rayonier Inc. stock logo
RYN
Rayonier
$287,164$259,479 -47.5%10,3000.0%Construction
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$270,341$197,423 -42.2%1,3940.0%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$262,3660.0%4840.0%ETF
Corning Incorporated stock logo
GLW
Corning
$258,749$175,109 -40.4%5,6520.0%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$257,741$19,456 -7.0%3,5900.0%Finance
Amgen Inc. stock logo
AMGN
Amgen
$235,532$235,532 New Holding7560.0%Medical
BranchOut Food Inc. stock logo
BOF
BranchOut Food
$233,5750.0%94,9490.0%Consumer Staples
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$232,581$42,722 -15.5%1,3610.0%ETF

Showing largest 100 holdings. View all holdings.
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