Greenwood Gearhart

Latest statistics and disclosures from Greenwood Gearhart's latest quarterly 13F-HR filing:

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Positions held by Greenwood Gearhart consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Greenwood Gearhart

Greenwood Gearhart holds 93 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Intermediate Credit Bond ETF Etf (IGIB) 5.6 $36M +44% 735k 48.28
Apple Stock (AAPL) 5.3 $34M +4% 243k 138.21
Microsoft Corp Stock (MSFT) 4.4 $28M +3% 120k 232.91
iShares 1-3 Year Credit Bond ETF Etf (IGSB) 3.8 $24M +16% 481k 49.28
JP Morgan Ultra-short Income ETF Etf (JPST) 3.5 $22M -22% 437k 50.16
Alphabet Stock (GOOG) 3.4 $21M +1998% 223k 96.16
Charles Schwab Corp Stock (SCHW) 3.0 $19M 262k 71.87
Wal-Mart Stores Stock (WMT) 2.8 $18M 137k 129.70
Schwab U.S. Large-Cap ETF Etf (SCHX) 2.7 $17M 395k 42.35
Berkshire Hathaway Inc Class B Stock (BRK.B) 2.6 $17M +2% 62k 267.02
Accenture Stock (ACN) 2.5 $16M +3% 60k 257.32
Diageo Adr (DEO) 2.2 $14M +2% 83k 169.82
iShares Semiconductor ETF Etf (SOXX) 2.2 $14M +4% 43k 318.75
Nasdaq-100 ETF Etf (QQQ) 2.2 $14M +3% 51k 267.27

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Aon Stock (AON) 2.1 $13M +2% 50k 267.87
Merck & Co Stock (MRK) 2.1 $13M 152k 86.12
Vanguard International ETF Etf (VXUS) 2.1 $13M +4% 285k 45.77
Royal Dutch Shell Adr (SHEL) 2.1 $13M +2% 262k 49.76
Home Depot Stock (HD) 2.0 $13M +3% 47k 275.94
Vanguard US REIT ETF Etf (VNQ) 1.9 $12M +6% 148k 80.17
Thermo Fisher Scientific Stock (TMO) 1.7 $11M +2% 22k 507.21
Deere & Co Stock (DE) 1.7 $11M +3% 32k 333.91
Disney, Stock (DIS) 1.6 $10M +4% 106k 94.33
Johnson & Johnson Stock (JNJ) 1.5 $9.6M 59k 163.35
Visa Stock (V) 1.5 $9.6M +2% 54k 177.66
Stryker Corp Stock (SYK) 1.5 $9.6M +5% 47k 202.55
General Motors Stock (GM) 1.5 $9.4M +4% 292k 32.09
Amazon.com Stock (AMZN) 1.5 $9.4M +6% 83k 113.00
Corning Stock (GLW) 1.5 $9.1M +5% 315k 29.02
Liberty Formula One Stock (FWONK) 1.4 $8.9M 152k 58.50
JPMorgan Chase & Co Stock (JPM) 1.4 $8.6M +6% 83k 104.51
Novartis Adr (NVS) 1.4 $8.5M +3% 112k 76.01
Caterpillar Stock (CAT) 1.3 $8.2M +4% 50k 164.09
iShares Software ETF Etf (IGV) 1.3 $8.0M +6% 32k 250.14
Jacobs Engineering Group Stock (J) 1.3 $8.0M NEW 74k 108.49
JB Hunt Transport Services Stock (JBHT) 1.3 $7.9M 51k 156.42
NextEra Energy Partners Stock (NEP) 1.2 $7.9M +3% 109k 72.32
Utilities Select ETF Etf (XLU) 1.2 $7.9M 120k 65.51
PayPal Holdings Stock (PYPL) 1.2 $7.9M +5% 91k 86.07
Vanguard High Dividend Yield ETF Etf (VYM) 1.2 $7.5M +2% 80k 94.88
ARK Innovation ETF Etf (ARKK) 1.2 $7.3M +6% 194k 37.73
Adobe Systems Stock (ADBE) 1.1 $7.0M +7% 26k 275.26
Union Pacific Corp Stock (UNP) 1.1 $7.0M +4% 36k 194.85
Activision Blizzard Stock (ATVI) 1.1 $6.9M -2% 93k 74.35
Boston Omaha Corp Stock (BOC) 1.1 $6.9M +2% 298k 23.04
Teradyne Stock (TER) 1.0 $6.5M +8% 86k 75.15
Otis Worldwide Corp Stock (OTIS) 1.0 $6.2M +5% 97k 63.80
Homebanc Shares Stock (HOMB) 1.0 $6.0M -6% 268k 22.51
Desktop Metal Stock (DM) 0.4 $2.5M 975k 2.59
Exxon Mobil Corp Stock (XOM) 0.4 $2.2M 25k 87.30
Tyson Foods Stock (TSN) 0.3 $2.2M 33k 65.92
Benson Hill Stock (BHIL) 0.3 $1.7M +8% 610k 2.74
McDonald's Corp Stock (MCD) 0.3 $1.6M -3% 7.0k 230.79
Toast Stock (TOST) 0.2 $1.3M 78k 16.72
Lowe's Cos Stock (LOW) 0.2 $1.3M 6.8k 187.82
American Express Stock (AXP) 0.2 $1.2M 8.8k 134.93
Procter & Gamble Stock (PG) 0.2 $1.1M +57% 9.1k 126.30
Entergy Corp Stock (ETR) 0.2 $999k +5% 9.9k 100.62
Bank of the Ozarks Stock (OZK) 0.2 $982k 25k 39.58
Cisco Systems Stock (CSCO) 0.1 $781k 20k 39.98
Boeing Stock (BA) 0.1 $779k 6.4k 121.06
Rayonier Reit (RYN) 0.1 $745k 25k 29.96
Chevron Corp Stock (CVX) 0.1 $686k 4.8k 143.60
UnitedHealth Group Stock (UNH) 0.1 $625k -5% 1.2k 505.25
Oracle Corp Stock (ORCL) 0.1 $602k 9.9k 61.07
iShares Core S&P Mid-Cap ETF Etf (IJH) 0.1 $572k NEW 2.6k 219.24
Schwab Intl Equity ETF Etf (SCHF) 0.1 $566k +9% 20k 28.14
S&P 500 Index Etf (SPY) 0.1 $549k 1.5k 357.19
Raytheon Technologies Corp Stock (RTX) 0.1 $507k 6.2k 81.89
International Business Machines Stock (IBM) 0.1 $497k 4.2k 118.79
Schwab U.S. Large-Cap Value ETF Etf (SCHV) 0.1 $430k +16% 7.4k 58.46
iShares Russell 2000 ETF Etf (IWM) 0.1 $424k +20% 2.6k 164.85
Verizon Communications Stock (VZ) 0.1 $391k +2% 10k 37.96
Bank of America Corp Stock (BAC) 0.1 $374k 12k 30.21
Tesla Stock (TSLA) 0.1 $330k +200% 1.2k 265.06
iShares Russell 1000 ETF Etf (IWB) 0.1 $330k 1.7k 197.25
iShares Core S&P U.S. Growth ETF Etf (IUSG) 0.1 $316k NEW 3.9k 80.31
Vanguard FTSE Dev Markets ETF Etf (VEA) 0.1 $316k +2% 8.7k 36.37
United Parcel Service Stock (UPS) 0.0 $312k 1.9k 161.32
ConocoPhillips Stock (COP) 0.0 $309k 3.0k 102.32
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $301k NEW 2.9k 103.90
Eli Lilly & Co Stock (LLY) 0.0 $300k 929.00 322.93
Schwab U.S. Mid-Cap ETF Etf (SCHM) 0.0 $298k +11% 4.9k 60.61
Coca-Cola Stock (KO) 0.0 $293k -2% 5.2k 56.09
Vanguard Total Stock Market ETF Etf (VTI) 0.0 $286k NEW 1.6k 179.31
Schwab U.S. Large-Cap Growth ETF Etf (SCHG) 0.0 $264k +21% 4.7k 55.90
Waste Mgmt Stock (WM) 0.0 $226k +7% 1.4k 160.51
Zoetis Stock (ZTS) 0.0 $226k 1.5k 148.49
iShares Russell 1000 Value ETF Etf (IWD) 0.0 $221k 1.6k 136.00
Southern Stock (SO) 0.0 $213k +5% 3.1k 68.03
iShares Core S&P U.S. Value Etf Etf (IUSV) 0.0 $209k NEW 3.3k 62.50
Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.0 $208k +8% 5.7k 36.41
Linde Stock (LIN) 0.0 $203k 752.00 269.95

Past Filings by Greenwood Gearhart

SEC 13F filings are viewable for Greenwood Gearhart going back to 2010

View all past filings