Greenwood Gearhart Inc Top Holdings and 13F Report (2025) About Greenwood Gearhart IncInvestment ActivityGreenwood Gearhart Inc has $1.85 billion in total holdings as of June 30, 2025.Greenwood Gearhart Inc owns shares of 134 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 7.33% of the portfolio was purchased this quarter.About 3.50% of the portfolio was sold this quarter.This quarter, Greenwood Gearhart Inc has purchased 109 new stocks and bought additional shares in 55 stocks.Greenwood Gearhart Inc sold shares of 31 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $165,713,945Vanguard Total International Stock ETF $110,273,064iShares 5-10 Year Investment Grade Corporate Bond ETF $91,412,056Schwab US Large-Cap ETF $90,286,671JPMorgan Ultra-Short Income ETF $88,037,664 Largest New Holdings this Quarter 464287465 - iShares MSCI EAFE ETF $1,634,115 Holding293792107 - Enterprise Products Partners $851,930 Holding464287481 - iShares Russell Mid-Cap Growth ETF $803,569 Holding922908611 - Vanguard Small-Cap Value ETF $671,085 Holding922908538 - Vanguard Mid-Cap Growth ETF $567,714 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 448,929 shares (about $34.62M)Salesforce 76,755 shares (about $14.33M)JPMorgan Ultra-Short Income ETF 151,747 shares (about $7.68M)Vanguard S&P 500 ETF 11,922 shares (about $7.12M)iShares 7-10 Year Treasury Bond ETF 69,634 shares (about $6.65M) Largest Sales this Quarter Schwab US Large-Cap ETF 1,225,524 shares (about $31.42M)Vanguard Total Stock Market ETF 28,986 shares (about $9.30M)Caterpillar 12,627 shares (about $8.95M)Vanguard Information Technology ETF 8,550 shares (about $5.97M)WALMART INC 17,184 shares (about $2.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenwood Gearhart Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$165,713,945$7,123,999 ▲4.5%277,3229.0%ETFVXUSVanguard Total International Stock ETF$110,273,064$34,616,909 ▲45.8%1,430,0756.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$91,412,056$5,741,799 ▲6.7%1,717,6264.9%ManufacturingSCHXSchwab US Large-Cap ETF$90,286,671$31,422,436 ▼-25.8%3,521,3214.9%ETFJPSTJPMorgan Ultra-Short Income ETF$88,037,664$7,679,916 ▲9.6%1,739,5314.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$76,248,161$6,645,869 ▲9.5%798,9124.1%ETFWALMART INC$71,345,436$2,135,628 ▼-2.9%574,0703.9%COMXLVHealth Care Select Sector SPDR Fund$67,807,686$2,062,509 ▲3.1%462,5043.7%ETFAAPLApple$57,455,942$1,959,002 ▲3.5%226,3923.1%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$51,795,409$2,968,011 ▲6.1%985,4532.8%ManufacturingQQQInvesco QQQ$50,039,803$1,816,386 ▲3.8%86,6972.7%FinanceNVDANVIDIA$49,143,180$2,574,147 ▲5.5%281,7842.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$47,978,747$1,327,481 ▲2.8%748,7322.6%ETFRSPInvesco S&P 500 Equal Weight ETF$46,423,538$1,857,402 ▲4.2%241,8902.5%ETFGOOGAlphabet$46,362,621$1,057,653 ▲2.3%161,6212.5%Computer and TechnologyIWMiShares Russell 2000 ETF$42,817,251$1,966,146 ▲4.8%172,6502.3%FinanceJBHTJ.B. Hunt Transport Services$42,018,978$750,763 ▼-1.8%198,2962.3%TransportationIJHiShares Core S&P Mid-Cap ETF$41,386,566$2,135,231 ▲5.4%612,8622.2%ETFXLIIndustrial Select Sector SPDR Fund$40,882,831$979,924 ▲2.5%252,7842.2%ETFMSFTMicrosoft$39,510,878$1,980,041 ▲5.3%106,7372.1%Computer and TechnologySOXXiShares Semiconductor ETF$38,599,175$53,243 ▼-0.1%117,4442.1%ETFXLPConsumer Staples Select Sector SPDR Fund$38,007,622$809,880 ▲2.2%463,6212.1%ETFBRK.BBerkshire Hathaway$31,556,758$1,487,916 ▲4.9%65,8531.7%FinanceVDEVanguard Energy ETF$31,443,220$1,048,967 ▲3.5%181,7111.7%ETFAMZNAmazon.com$26,648,563$1,076,548 ▲4.2%127,9521.4%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$25,156,093$2,282,573 ▲10.0%509,5421.4%ETFJPMJPMorgan Chase & Co.$20,788,153$949,542 ▲4.8%70,6701.1%FinanceXLUUtilities Select Sector SPDR Fund$20,016,165$885,448 ▲4.6%436,1771.1%ETFMETAMeta Platforms$17,313,936$538,951 ▲3.2%30,2620.9%Computer and TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$15,703,874$750,727 ▲5.0%184,7080.8%Consumer DiscretionaryCATCaterpillar$15,237,990$8,945,562 ▼-37.0%21,5090.8%IndustrialsVTIVanguard Total Stock Market ETF$14,850,937$9,298,999 ▼-38.5%46,2920.8%ETFAVGOBroadcom$14,829,563$731,373 ▲5.2%47,9130.8%Computer and TechnologyVNQVanguard Real Estate ETF$14,684,071$528,562 ▲3.7%165,5480.8%ETFCRMSalesforce$14,489,610$14,327,768 ▲8,852.9%77,6220.8%Computer and TechnologyPANWPalo Alto Networks$13,471,690$4,688,559 ▲53.4%84,0300.7%Computer and TechnologyTSLATesla$12,869,613$206,693 ▲1.6%34,6190.7%Auto/Tires/TrucksKKRKKR & Co. Inc.$11,083,258$818,440 ▲8.0%119,8190.6%FinanceAXPAmerican Express$10,878,391$811,251 ▲8.1%35,9640.6%FinanceSPYSPDR S&P 500 ETF Trust$10,482,966$330,377 ▲3.3%16,1190.6%FinanceJJacobs Solutions$10,257,159$593,637 ▲6.1%80,5870.6%Business ServicesVVisa$9,443,457$883,142 ▲10.3%31,2450.5%Business ServicesIVViShares Core S&P 500 ETF$8,905,711$1,208,418 ▲15.7%13,6340.5%ETFTSNTyson Foods$8,680,267$22,104 ▼-0.3%135,4810.5%Consumer StaplesNFLXNetflix$8,169,673$514,402 ▲6.7%84,9680.4%Consumer DiscretionaryVCITVanguard Intermediate-Term Corporate Bond ETF$7,304,922$137,779 ▼-1.9%88,2770.4%ETFVGTVanguard Information Technology ETF$7,288,894$5,965,353 ▼-45.0%10,4470.4%ETFHOMBHome BancShares$5,737,0060.0%213,0340.3%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$5,604,346$1,736,082 ▼-23.7%39,3480.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,935,921$304,405 ▼-7.2%40,1990.2%ETFXOMExxonMobil$3,594,756$37,834 ▲1.1%21,1880.2%EnergyWFCWells Fargo & Company$3,338,743$159,219 ▲5.0%41,9390.2%FinanceETREntergy$2,449,560$251,012 ▼-9.3%21,8010.1%UtilitiesSMHVanEck Semiconductor ETF$1,737,185$491,519 ▼-22.1%4,5310.1%ManufacturingEFAiShares MSCI EAFE ETF$1,634,115$1,634,115 ▲New Holding16,8240.1%FinanceIVEiShares S&P 500 Value ETF$1,627,122$275,762 ▲20.4%7,7060.1%ETFSUBiShares Short-Term National Muni Bond ETF$1,597,5000.0%15,0000.1%ETFIVWiShares S&P 500 Growth ETF$1,583,427$315,577 ▲24.9%13,9990.1%ETFCVXChevron$1,518,646$699,322 ▲85.4%7,3400.1%EnergyMCDMcDonald's$1,411,608$155,395 ▲12.4%4,5420.1%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$1,389,838$718,718 ▲107.1%47,7120.1%ETFHDHome Depot$1,363,249$65,778 ▲5.1%4,1450.1%Retail/WholesaleOZKBank OZK$1,359,262$3,625 ▼-0.3%29,6200.1%FinanceIWFiShares Russell 1000 Growth ETF$1,295,830$98,925 ▼-7.1%3,0390.1%ETFSPHQInvesco S&P 500 Quality ETF$1,243,778$206,845 ▼-14.3%16,5420.1%ETFSYKStryker$1,218,412$95,291 ▼-7.3%3,7080.1%MedicalEVLVEvolv Technologies$1,210,0000.0%200,0000.1%Computer and TechnologyTOSTToast$1,133,0370.0%42,7400.1%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$1,104,250$647,404 ▲141.7%35,6670.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,009,428$21,358 ▼-2.1%21,8350.1%ETFGOOGLAlphabet$950,386$509,556 ▲115.6%3,3050.1%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$879,278$31,095 ▼-3.4%10,0100.0%ManufacturingEPDEnterprise Products Partners$851,930$851,930 ▲New Holding22,5140.0%EnergyJNJJohnson & Johnson$849,429$88,243 ▼-9.4%3,4750.0%MedicalIWPiShares Russell Mid-Cap Growth ETF$803,569$803,569 ▲New Holding6,2720.0%ETFRTXRTX$772,757$109,760 ▲16.6%4,0060.0%AerospaceLOWLowe's Companies$761,530$94,512 ▼-11.0%3,2230.0%Retail/WholesaleSYMSymbotic$756,3440.0%14,2170.0%Business ServicesLLYEli Lilly and Company$713,742$9,198 ▼-1.3%7760.0%MedicalSCHVSchwab U.S. Large-Cap Value ETF$694,241$15,189 ▲2.2%22,7620.0%ETFIBMInternational Business Machines$672,632$64,476 ▲10.6%2,7750.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$671,085$671,085 ▲New Holding3,0890.0%ETFGLWCorning$666,5250.0%4,9020.0%Computer and TechnologyRFRegions Financial$640,4620.0%24,5200.0%FinanceSGOViShares 0-3 Month Treasury Bond ETF$626,609$12,583 ▲2.0%6,2250.0%ETFVOTVanguard Mid-Cap Growth ETF$567,714$567,714 ▲New Holding2,2060.0%ETFIWBiShares Russell 1000 ETF$545,5370.0%1,5300.0%ETFSCHFSchwab International Equity ETF$542,198$8,613 ▼-1.6%21,9070.0%ETFBABoeing$509,318$37,617 ▲8.0%2,5590.0%AerospacePGProcter & Gamble$508,140$305,635 ▼-37.6%3,5180.0%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$481,826$481,826 ▲New Holding3,8760.0%ETFAONAON$472,550$132,340 ▼-21.9%1,4640.0%FinanceENBEnbridge$446,493$446,493 ▲New Holding8,2470.0%EnergyORCLOracle$394,990$25,744 ▼-6.1%2,6850.0%Computer and TechnologySARSaratoga Investment$389,286$389,286 ▲New Holding17,8000.0%FinanceBACBank of America$382,740$11,115 ▼-2.8%7,8510.0%FinanceIUSGiShares Core S&P U.S. Growth ETF$377,072$77,555 ▼-17.1%2,4310.0%ManufacturingVWOVanguard FTSE Emerging Markets ETF$351,966$351,966 ▲New Holding6,5120.0%ETFCOPConocoPhillips$337,416$337,416 ▲New Holding2,5560.0%EnergyAMGNAmgen$337,072$72,481 ▲27.4%9580.0%MedicalShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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