Greenwood Gearhart

Greenwood Gearhart as of Dec. 31, 2024

Portfolio Holdings for Greenwood Gearhart

Greenwood Gearhart holds 130 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
S&P 500 Index ETF Etf (VOO) 10.2 $149M 276k 538.81
U.S. Large-Cap ETF Etf (SCHX) 9.5 $137M 5.9M 23.18
iShares Intermediate Corp Bond ETF Etf (IGIB) 4.7 $69M 1.3M 51.51
Apple Stock (AAPL) 4.1 $59M 237k 250.42
Walmart Stock (WMT) 4.1 $59M 652k 90.35
iShares 1-5 Year Credit Bond ETF Etf (IGSB) 3.7 $54M 1.0M 51.70
Microsoft Corp Stock (MSFT) 3.1 $46M 108k 421.50
Health Care Select ETF Etf (XLV) 3.1 $45M 326k 137.57
Vanguard International ETF Etf (VXUS) 2.9 $42M 705k 58.93
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 2.7 $39M 424k 92.45
Ultra-Short Term Income ETF Etf (JPST) 2.6 $38M 763k 50.37
Nvidia Corp Stock (NVDA) 2.6 $37M 277k 134.29
Consumer Staples Sector ETF Etf (XLP) 2.4 $34M 436k 78.61
Alphabet Stock (GOOG) 2.3 $33M 174k 190.44
S&P 500 Equal Weight ETF Etf (RSP) 2.2 $32M 182k 175.23
iShares Russell 2000 ETF Etf (IWM) 2.1 $31M 140k 220.96
Industrial Select Sector Spdr Fund Etf (XLI) 2.1 $30M 230k 131.76
Nasdaq-100 ETF Etf (QQQ) 2.0 $29M 58k 511.23
Core S&P Mid-Cap ETF Etf (IJH) 2.0 $29M 460k 62.31
Financial Sector ETF Etf (XLF) 2.0 $29M 593k 48.33
JB Hunt Transport Services Stock (JBHT) 1.9 $28M 165k 170.66
Amazon.com Stock (AMZN) 1.8 $26M 118k 219.39
Berkshire Hathaway Inc Class B Stock (BRK.B) 1.7 $25M 56k 453.28
Semiconductor Index ETF Etf (SOXX) 1.6 $23M 107k 215.49
Meta Platforms Stock (META) 1.2 $17M 29k 585.51
Liberty Formula One Stock (FWONK) 1.2 $17M 181k 92.66
JPMorgan Chase & Co Stock (JPM) 1.1 $16M 68k 239.71
Vanguard Energy Index Fund Etf (VDE) 1.1 $16M 134k 121.31
Tesla Stock (TSLA) 1.1 $16M 40k 403.84
Utilities Select ETF Etf (XLU) 1.1 $16M 206k 75.69
Visa Stock (V) 1.0 $15M 48k 316.04
Vanguard US REIT ETF Etf (VNQ) 1.0 $14M 156k 89.08
Accenture Stock (ACN) 0.9 $13M 37k 351.79
Caterpillar Stock (CAT) 0.9 $12M 34k 362.76
Merck & Co Stock (MRK) 0.8 $11M 114k 99.48
iShares Core S&P 500 ETF Etf (IVV) 0.8 $11M 19k 588.69
Broadcom Stock (AVGO) 0.7 $11M 45k 231.84
iShares Core S&P Total US Stock Market ETF Etf (ITOT) 0.7 $10M 80k 128.62
Vanguard Total Stock Market ETF Etf (VTI) 0.6 $9.1M 31k 289.81
Jacobs Solutions Stock (J) 0.6 $8.9M 67k 133.62
S&P 500 Index Etf (SPY) 0.6 $8.4M 14k 586.07
ASML Holding Adr (ASML) 0.6 $8.3M 12k 693.08
S&P 500 Growth ETF Etf (SPYG) 0.5 $7.9M 90k 87.90
Vanguard Intermediate Fund Etf (VCIT) 0.5 $7.5M 93k 80.27
Tyson Foods Stock (TSN) 0.4 $6.5M 113k 57.44
Homebanc Shares Stock (HOMB) 0.4 $6.1M 215k 28.30
S&P 500 Value ETF Etf (VOOV) 0.3 $4.5M 24k 184.51
Invesco S&P 500 Quality ETF Etf (SPHQ) 0.2 $2.9M 43k 67.03
Exxon Mobil Corp Stock (XOM) 0.2 $2.6M 24k 107.57
Toast Stock (TOST) 0.2 $2.5M 68k 36.45
Home Depot Stock (HD) 0.2 $2.4M 6.3k 388.99
Stryker Corp Stock (SYK) 0.2 $2.4M 6.6k 360.06
iShares Short-Term Muni Bond ETF Etf (SUB) 0.2 $2.2M 21k 105.48
SPDR Emerging Markets ETF Etf (SPEM) 0.1 $2.0M 51k 38.37
American Express Stock (AXP) 0.1 $1.8M 6.0k 296.79
iShares Core MSCI Total International Stock ETF Etf (IXUS) 0.1 $1.7M 26k 66.14
Aon Stock (AON) 0.1 $1.6M 4.4k 359.17
McDonald's Corp Stock (MCD) 0.1 $1.5M 5.2k 289.89
iShares Russell 1000 Growth ETF Etf (IWF) 0.1 $1.5M 3.8k 401.58
Entergy Corp Stock (ETR) 0.1 $1.5M 20k 75.82
iShares MSCI International Quality ETF Etf (IQLT) 0.1 $1.4M 39k 37.12
Lowe's Cos Stock (LOW) 0.1 $1.4M 5.5k 246.80
Bank of the Ozarks Stock (OZK) 0.1 $1.3M 30k 44.53
Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $1.2M 16k 77.27
John Hancock Mid Cap ETF Etf (JHMM) 0.1 $1.1M 19k 59.73
Johnson & Johnson Stock (JNJ) 0.1 $1.1M 7.6k 144.62
Schwab U.S. Mid-Cap ETF Etf (SCHM) 0.1 $1.1M 39k 27.71
Charles Schwab Corp Stock (SCHW) 0.1 $1.1M 14k 74.01
iShares Core Dividend Growth ETF Etf (DGRO) 0.1 $1.1M 17k 61.34
Oracle Corp Stock (ORCL) 0.1 $955k 5.7k 166.63
Procter & Gamble Stock (PG) 0.1 $954k 5.7k 167.65
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 0.1 $930k 12k 80.93
UnitedHealth Group Stock (UNH) 0.1 $904k 1.8k 505.81
Chevron Corp Stock (CVX) 0.1 $846k 5.8k 144.83
iShares S&P 500 Growth ETF Etf (IVW) 0.1 $811k 8.0k 101.53
Vanguard Short-term Corporate Bond ETF Etf (VCSH) 0.1 $797k 10k 78.01
iShares S&P 500 Value ETF Etf (IVE) 0.0 $718k 3.8k 190.88
Berkshire Hathaway Inc Cl A Stock (BRK.A) 0.0 $681k 1.00 680920.00
Vanguard High Dividend Yield ETF Etf (VYM) 0.0 $670k 5.3k 127.59
Eli Lilly & Co Stock (LLY) 0.0 $666k 863.00 772.00
International Business Machines Stock (IBM) 0.0 $598k 2.7k 219.83
iShares Russell 1000 Value ETF Etf (IWD) 0.0 $595k 3.2k 185.13
Cisco Systems Stock (CSCO) 0.0 $587k 9.9k 59.20
Regions Financial Corp Stock (RF) 0.0 $577k 25k 23.52
U.S. Large-Cap Growth ETF Etf (SCHG) 0.0 $571k 21k 27.87
Boeing Stock (BA) 0.0 $560k 3.2k 177.00
iShares Core S&P U.S. Growth ETF Etf (IUSG) 0.0 $553k 4.0k 139.35
iShares 0-3 Month Treasury ETF Etf (SGOV) 0.0 $548k 5.5k 100.32
iShares Russell 1000 ETF Etf (IWB) 0.0 $539k 1.7k 322.16
U.S. Large-Cap Value ETF Etf (SCHV) 0.0 $533k 21k 26.07
Union Pacific Corp Stock (UNP) 0.0 $517k 2.3k 228.07
Rayonier Reit (RYN) 0.0 $512k 20k 26.10
Palo Alto Networks Stock (PANW) 0.0 $511k 2.8k 181.96
iShares 1-5 Year Bond ETF Etf (ISTB) 0.0 $505k 11k 47.77
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $496k 5.6k 88.79
Walt Disney Stock (DIS) 0.0 $486k 4.4k 111.36
Bank of America Corp Stock (BAC) 0.0 $485k 11k 43.95
Vanguard Dividend Index Fund Etf (VIG) 0.0 $472k 2.4k 195.81
Corning Stock (GLW) 0.0 $450k 9.5k 47.52
Vanguard Mid-Cap Index Fund Etf (VO) 0.0 $397k 1.5k 264.09
Schwab Intl Equity ETF Etf (SCHF) 0.0 $394k 21k 18.50
Alphabet Stock (GOOGL) 0.0 $388k 2.1k 189.30
Raytheon Technologies Corp Stock (RTX) 0.0 $373k 3.2k 115.72
Novartis Adr (NVS) 0.0 $371k 3.8k 97.31
Vanguard International Dividend ETF Etf (VYMI) 0.0 $368k 5.4k 67.88
Mastercard Incorporated Cl A Stock (MA) 0.0 $365k 692.00 526.68
Netflix Stock (NFLX) 0.0 $359k 403.00 891.32
ConocoPhillips Stock (COP) 0.0 $344k 3.5k 99.16
Symbotic Stock (SYM) 0.0 $337k 14k 23.71
Analog Devices Stock (ADI) 0.0 $302k 1.4k 212.53
Vanguard Information Technology Index Fund Etf (VGT) 0.0 $301k 484.00 621.45
Apollo Global Mgmt Inc Com Cl A Stock (APO) 0.0 $297k 1.8k 165.16
Vanguard Value Index Fund Etf (VTV) 0.0 $290k 1.7k 169.35
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $287k 1.6k 178.08
PepsiCo Stock (PEP) 0.0 $273k 1.8k 152.10
Wells Fargo & Co Stock (WFC) 0.0 $271k 3.9k 70.24
iShares Core S&P U.S. Value Etf Etf (IUSV) 0.0 $268k 2.9k 92.58
Booking Holdings Stock (BKNG) 0.0 $259k 52.00 4973.02
Eaton Corp Stock (ETN) 0.0 $256k 770.00 331.87
Fiserv Stock (FI) 0.0 $244k 1.2k 205.42
Blackstone Group Stock (BX) 0.0 $239k 1.4k 172.42
Linde Stock (LIN) 0.0 $239k 570.00 418.67
Royal Dutch Shell Adr (SHEL) 0.0 $228k 3.6k 62.65
Pure Storage Inc Cl A Stock (PSTG) 0.0 $224k 3.7k 61.43
AmerisourceBergen Corp Stock (COR) 0.0 $205k 911.00 224.61
Waste Mgmt Stock (WM) 0.0 $204k 1.0k 201.79
Westrock Coffee Stock (WEST) 0.0 $177k 28k 6.42
Branchout Food Stock (BOF) 0.0 $164k 95k 1.73
Sportsman Whse Holdings Stock (SPWH) 0.0 $85k 32k 2.67
Pinstripes Holdings Inc. CL A Stock 0.0 $10k 25k 0.40