Greenwood Gearhart

Greenwood Gearhart as of June 30, 2024

Portfolio Holdings for Greenwood Gearhart

Greenwood Gearhart holds 110 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
S&P 500 Index ETF Etf (VOO) 10.1 $108M 215k 500.13
U.S. Large-Cap ETF Etf (SCHX) 9.7 $102M 1.6M 64.25
iShares Intermediate Credit Bond ETF Etf (IGIB) 5.0 $53M 1.0M 51.26
Apple Stock (AAPL) 4.1 $44M 207k 210.62
Microsoft Corp Stock (MSFT) 4.0 $43M 95k 446.95
iShares 1-3 Year Credit Bond ETF Etf (IGSB) 3.1 $33M 633k 51.24
Health Care Select ETF Etf (XLV) 2.9 $31M 213k 145.75
JP Morgan Ultra-short Income ETF Etf (JPST) 2.9 $30M 599k 50.47
Consumer Staples Sector ETF Etf (XLP) 2.8 $29M 384k 76.58
Nvidia Corp Stock (NVDA) 2.7 $29M 232k 123.54
Wal-Mart Stores Stock (WMT) 2.7 $29M 422k 67.71
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 2.6 $28M 295k 93.65
Alphabet Stock (GOOG) 2.5 $27M 146k 183.42
JB Hunt Transport Services Stock (JBHT) 2.5 $26M 164k 160.00
Berkshire Hathaway Inc Class B Stock (BRK.B) 2.3 $24M 59k 406.80
Industrial Select Sector Spdr Fund Etf (XLI) 2.2 $23M 189k 121.87
Vanguard International ETF Etf (VXUS) 2.2 $23M 378k 60.30
Semiconductor Index ETF Etf (SOXX) 2.0 $22M 88k 246.63
Amazon.com Stock (AMZN) 1.9 $20M 103k 193.25
Nasdaq-100 ETF Etf (QQQ) 1.8 $19M 39k 479.11
Core S&P Mid-Cap ETF Etf (IJH) 1.7 $18M 300k 58.52
iShares Russell 2000 ETF Etf (IWM) 1.6 $17M 84k 202.89
JPMorgan Chase & Co Stock (JPM) 1.5 $16M 81k 202.26
Vanguard Energy Index Fund Etf (VDE) 1.2 $13M 102k 127.57
ASML Holding Adr (ASML) 1.2 $13M 13k 1022.73
Meta Platforms Stock (META) 1.2 $13M 26k 504.22
Utilities Select ETF Etf (XLU) 1.2 $12M 180k 68.14
iShares Emerging Markets ETF Etf (EMXC) 1.2 $12M 206k 59.20
Liberty Formula One Stock (FWONK) 1.1 $12M 163k 71.84
Merck & Co Stock (MRK) 1.1 $12M 94k 123.80
Home Depot Stock (HD) 1.1 $12M 34k 344.24
Vanguard US REIT ETF Etf (VNQ) 1.1 $11M 135k 83.76
Charles Schwab Corp Stock (SCHW) 1.0 $11M 149k 73.69
Visa Stock (V) 1.0 $11M 40k 262.47
Johnson & Johnson Stock (JNJ) 1.0 $11M 72k 146.16
Thermo Fisher Scientific Stock (TMO) 1.0 $10M 19k 553.00
Caterpillar Stock (CAT) 1.0 $10M 31k 333.10
Adobe Systems Stock (ADBE) 1.0 $10M 18k 555.54
Accenture Stock (ACN) 0.9 $9.4M 31k 303.41
Walt Disney Stock (DIS) 0.8 $8.8M 88k 99.29
Jacobs Solutions Stock (J) 0.7 $7.8M 56k 139.71
Vanguard Intermediate Fund Etf (VCIT) 0.7 $7.0M 88k 79.93
Tesla Stock (TSLA) 0.7 $6.9M 35k 197.88
Tyson Foods Stock (TSN) 0.6 $6.9M 120k 57.14
Homebanc Shares Stock (HOMB) 0.5 $5.7M 239k 23.96
Solar ETF Etf (TAN) 0.5 $5.6M 139k 40.21
Exxon Mobil Corp Stock (XOM) 0.2 $2.5M 22k 115.12
Stryker Corp Stock (SYK) 0.2 $2.3M 6.6k 340.26
Toast Stock (TOST) 0.2 $2.0M 78k 25.77
American Express Stock (AXP) 0.1 $1.5M 6.5k 231.55
Aon Stock (AON) 0.1 $1.4M 4.7k 293.59
McDonald's Corp Stock (MCD) 0.1 $1.4M 5.4k 254.84
iShares Russell 1000 Growth ETF Etf (IWF) 0.1 $1.4M 3.7k 364.51
Lowe's Cos Stock (LOW) 0.1 $1.2M 5.5k 220.46
Bank of the Ozarks Stock (OZK) 0.1 $1.2M 29k 41.00
Entergy Corp Stock (ETR) 0.1 $1.1M 9.9k 107.00
Procter & Gamble Stock (PG) 0.1 $983k 6.0k 164.92
Broadcom Stock (AVGO) 0.1 $906k 564.00 1605.53
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.1 $897k 12k 78.05
Chevron Corp Stock (CVX) 0.1 $805k 5.1k 156.42
Oracle Corp Stock (ORCL) 0.1 $800k 5.7k 141.20
Eli Lilly & Co Stock (LLY) 0.1 $720k 795.00 905.38
Boeing Stock (BA) 0.1 $688k 3.8k 182.01
Berkshire Hathaway Inc Cl A Stock (BRK.A) 0.1 $612k 1.00 612241.00
Union Pacific Corp Stock (UNP) 0.1 $595k 2.6k 226.29
Rayonier Reit (RYN) 0.1 $570k 20k 29.09
iShares Russell 1000 Value ETF Etf (IWD) 0.1 $551k 3.2k 174.47
iShares 0-3 Month Treasury ETF Etf (SGOV) 0.1 $550k 5.5k 100.71
U.S. Large-Cap Growth ETF Etf (SCHG) 0.1 $549k 5.4k 100.84
iShares Core S&P U.S. Growth ETF Etf (IUSG) 0.1 $547k 4.3k 127.48
Royal Dutch Shell Adr (SHEL) 0.1 $537k 7.4k 72.18
Cisco Systems Stock (CSCO) 0.1 $534k 11k 47.51
U.S. Large-Cap Value ETF Etf (SCHV) 0.1 $532k 7.2k 74.08
Vanguard Total Stock Market ETF Etf (VTI) 0.0 $519k 1.9k 267.51
iShares Russell 1000 ETF Etf (IWB) 0.0 $516k 1.7k 297.54
Regions Financial Corp Stock (RF) 0.0 $491k 25k 20.04
UnitedHealth Group Stock (UNH) 0.0 $489k 960.00 509.26
International Business Machines Stock (IBM) 0.0 $485k 2.8k 172.95
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $469k 5.6k 83.96
S&P 500 Index Etf (SPY) 0.0 $462k 848.00 544.22
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $446k 2.6k 170.76
Schwab Intl Equity ETF Etf (SCHF) 0.0 $422k 11k 38.42
Novartis Adr (NVS) 0.0 $405k 3.8k 106.46
Palo Alto Networks Stock (PANW) 0.0 $399k 1.2k 339.01
Corning Stock (GLW) 0.0 $368k 9.5k 38.85
ConocoPhillips Stock (COP) 0.0 $344k 3.0k 114.39
Schwab U.S. Mid-Cap ETF Etf (SCHM) 0.0 $316k 4.1k 77.83
Raytheon Technologies Corp Stock (RTX) 0.0 $311k 3.1k 100.39
iShares Nat'l AMT-Free Muni Bond Etf (MUB) 0.0 $291k 2.7k 106.55
Westrock Coffee Stock (WEST) 0.0 $279k 27k 10.23
General Motors Stock (GM) 0.0 $279k 6.0k 46.46
Linde Stock (LIN) 0.0 $276k 630.00 438.81
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 0.0 $266k 7.1k 37.67
Analog Devices Stock (ADI) 0.0 $257k 1.1k 228.26
Alphabet Stock (GOOGL) 0.0 $249k 1.4k 182.15
Amgen Stock (AMGN) 0.0 $248k 794.00 312.45
Eaton Corp Stock (ETN) 0.0 $238k 758.00 313.55
Phillips 66 Stock (PSX) 0.0 $235k 1.7k 141.17
Pure Storage Inc Cl A Stock (PSTG) 0.0 $234k 3.7k 64.21
PepsiCo Stock (PEP) 0.0 $227k 1.4k 164.93
Vanguard Information Technology Index Fund Etf (VGT) 0.0 $225k 390.00 576.59
Waste Mgmt Stock (WM) 0.0 $216k 1.0k 213.34
Pinterest Inc Cl A Stock (PINS) 0.0 $213k 4.8k 44.07
Apollo Global Mgmt Inc Com Cl A Stock (APO) 0.0 $213k 1.8k 118.07
Otis Worldwide Corp Stock (OTIS) 0.0 $208k 2.2k 96.26
Diageo Adr (DEO) 0.0 $203k 1.6k 126.11
Zoetis Stock (ZTS) 0.0 $200k 1.2k 173.36
Pinstripes Holdings Inc. CL A Stock 0.0 $70k 25k 2.75
Branchout Food Stock (BOF) 0.0 $66k 95k 0.70
Benson Hill Stock (BHILQ) 0.0 $36k 233k 0.15