GREENWOOD GEARHART LLC Diversified Active

Location: Fayetteville, AR

CIK: 0001084683 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 31, 2020

Total Value: $388M (100.0% shares, 0.0% debt)

Holdings (66)

JPST JP Morgan Ultra-short Income ETF 6.5%
Value $25.15M Shares 498,795 Est. Cost $50.40 Unrealized
IGSB iShares 1-3 Year Credit Bond ETF 6.4%
Value $24.82M Shares 462,808 Est. Cost $53.47 Unrealized
AAPL Apple Inc 3.4%
Value $13.24M Shares 45,075 Est. Cost $24.10 Unrealized +157.3%
WMT Wal-Mart Stores Inc 3.1%
Value $11.91M Shares 100,215 Est. Cost $25.92 Unrealized +40.4%
L Loews Corp 2.8%
Value $10.69M Shares 203,557 Est. Cost $44.67 Unrealized +10.1%
DIS Disney, (Walt) Co 2.7%
Value $10.42M Shares 72,067 Est. Cost $68.27 Unrealized +98.8%
DEO Diageo PLC 2.6%
Value $10.1M Shares 59,970 Est. Cost $118.23 Unrealized
MRK Merck & Co Inc 2.5%
Value $9.661M Shares 106,219 Est. Cost $41.29 Unrealized +63.6%
Royal Dutch Shell PLC 2.5%
Value $9.626M Shares 163,214 Est. Cost $62.61 Unrealized
CSCO Cisco Systems Inc 2.4%
Value $9.411M Shares 196,218 Est. Cost $18.88 Unrealized +104.2%
Unilever NV 2.4%
Value $9.288M Shares 161,650 Est. Cost $51.05 Unrealized
HD Home Depot Inc 2.3%
Value $9.012M Shares 41,266 Est. Cost $84.46 Unrealized +130.9%
United Technologies Corp 2.2%
Value $8.449M Shares 56,415 Est. Cost $100.94 Unrealized
IBM International Business Machines 2.2%
Value $8.42M Shares 62,816 Est. Cost $108.04 Unrealized -7.5%
XOM Exxon Mobil Corp 2.2%
Value $8.347M Shares 119,621 Est. Cost $55.20 Unrealized -5.7%
PFE Pfizer Inc 2.1%
Value $8.202M Shares 209,340 Est. Cost $19.23 Unrealized +38.9%
T AT&T Inc 2.1%
Value $8.134M Shares 208,125 Est. Cost $15.09 Unrealized +25.0%
VZ Verizon Communications Inc 2.0%
Value $7.692M Shares 125,272 Est. Cost $38.36 Unrealized +11.5%
CAT Caterpillar Inc 2.0%
Value $7.587M Shares 51,374 Est. Cost $72.72 Unrealized +69.2%
NVS Novartis AG 2.0%
Value $7.578M Shares 80,028 Est. Cost $78.08 Unrealized
JNJ Johnson & Johnson 2.0%
Value $7.569M Shares 51,892 Est. Cost $68.58 Unrealized +66.4%
Aon PLC 1.9%
Value $7.522M Shares 36,111 Est. Cost $113.12 Unrealized
ORCL Oracle Corp 1.9%
Value $7.402M Shares 139,704 Est. Cost $39.76 Unrealized +26.9%
Discovery Communications Class A 1.8%
Value $7.119M Shares 217,433 Est. Cost $24.98 Unrealized
SCHW Charles Schwab Corp 1.8%
Value $7.029M Shares 147,790 Est. Cost $40.49 Unrealized 0.0%
SCHX Schwab U.S. Large-Cap ETF 1.8%
Value $6.854M Shares 89,234 Est. Cost $70.36 Unrealized
PHG Koninklijke Philips NV 1.7%
Value $6.761M Shares 138,541 Est. Cost $30.57 Unrealized
SCHV Schwab U.S. Large-Cap Value ETF 1.7%
Value $6.689M Shares 111,268 Est. Cost $56.19 Unrealized
BK BNY Mellon 1.7%
Value $6.622M Shares 131,577 Est. Cost $26.87 Unrealized +48.6%
SO Southern Co 1.6%
Value $6.089M Shares 95,595 Est. Cost $37.84 Unrealized +29.2%
GOOG Alphabet Inc 1.6%
Value $6.055M Shares 4,529 Est. Cost $56.48 Unrealized +13.4%
SYK Stryker Corp 1.5%
Value $5.81M Shares 27,673 Est. Cost $58.72 Unrealized +230.7%
HOMB Homebanc Shares Inc 1.5%
Value $5.751M Shares 292,540 Est. Cost $23.37 Unrealized -19.3%
GM General Motors Co 1.5%
Value $5.732M Shares 156,624 Est. Cost $28.11 Unrealized +22.3%
GLW Corning Inc 1.5%
Value $5.711M Shares 196,179 Est. Cost $12.15 Unrealized +101.1%
BA Boeing Co 1.4%
Value $5.483M Shares 16,832 Est. Cost $99.01 Unrealized +254.5%
FDX FedEx Corp 1.4%
Value $5.433M Shares 35,933 Est. Cost $106.40 Unrealized +29.2%
UNP Union Pacific Corp 1.4%
Value $5.243M Shares 29,001 Est. Cost $72.65 Unrealized +105.6%
JBHT JB Hunt Transport Services Inc 1.3%
Value $5.012M Shares 42,916 Est. Cost $73.65 Unrealized +47.5%
WFC Wells Fargo & Co 1.2%
Value $4.64M Shares 86,248 Est. Cost $41.88 Unrealized +6.7%
Jacobs Engineering Group Inc 1.2%
Value $4.506M Shares 50,158 Est. Cost $48.30 Unrealized
Liberty Formula One 1.0%
Value $4.07M Shares 88,545 Est. Cost $36.19 Unrealized
CVX Chevron Corp 1.0%
Value $3.867M Shares 32,088 Est. Cost $74.49 Unrealized +20.4%
BEN Franklin Resources 1.0%
Value $3.831M Shares 147,466 Est. Cost $25.14 Unrealized -20.3%
LILA Liberty Latin America 0.9%
Value $3.329M Shares 172,492 Est. Cost $19.17 Unrealized -10.8%
ADM Archer-Daniels-Midland Co 0.8%
Value $3.208M Shares 69,210 Est. Cost $34.77 Unrealized +2.7%
DD DuPont de Nemours Inc 0.7%
Value $2.882M Shares 44,898 Est. Cost $26.81 Unrealized -8.6%
F Ford Motor Co 0.7%
Value $2.669M Shares 286,994 Est. Cost $6.94 Unrealized -3.7%
DOW Dow Inc 0.7%
Value $2.63M Shares 48,046 Est. Cost $35.86 Unrealized +2.3%
MCD McDonald's Corp 0.7%
Value $2.62M Shares 13,259 Est. Cost $74.08 Unrealized +132.1%
BOC Boston Omaha corp 0.6%
Value $2.31M Shares 109,793 Est. Cost $23.46 Unrealized -10.6%
AXP American Express Co 0.5%
Value $1.903M Shares 15,284 Est. Cost $59.68 Unrealized +84.5%
COP ConocoPhillips 0.4%
Value $1.518M Shares 23,344 Est. Cost $34.22 Unrealized +37.8%
LOW Lowe's Cos Inc 0.4%
Value $1.423M Shares 11,885 Est. Cost $37.65 Unrealized +171.9%
TSN Tyson Foods Inc 0.3%
Value $1.027M Shares 11,276 Est. Cost $31.11 Unrealized +130.8%
KO Coca-Cola Co 0.1%
Value $566K Shares 10,224 Est. Cost $29.14 Unrealized +52.8%
BRK/B Berkshire Hathaway Inc Class B 0.1%
Value $488K Shares 2,156 Est. Cost $195.55 Unrealized +11.1%
DHR Danaher 0.1%
Value $478K Shares 3,113 Est. Cost $114.95 Unrealized +7.0%
MSFT Microsoft Corp 0.1%
Value $370K Shares 2,348 Est. Cost $102.95 Unrealized +35.2%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value $316K Shares 2,112 Est. Cost $104.72 Unrealized +25.3%
OZK Bank Ozk 0.1%
Value $309K Shares 10,138 Est. Cost $23.46 Unrealized -0.7%
JPM JPMorgan Chase & Co 0.1%
Value $255K Shares 1,830 Est. Cost $92.02 Unrealized +18.1%
AMZN Amazon.com Inc 0.1%
Value $251K Shares 136 Est. Cost $83.22 Unrealized +6.4%
SPY S&P 500 Index 0.1%
Value $244K Shares 758 Est. Cost $220.23 Unrealized
IWB iShares Russell 1000 ETF 0.1%
Value $236K Shares 1,323 Est. Cost $148.65 Unrealized
INTC Intel Corp 0.1%
Value $219K Shares 3,666 Est. Cost $49.26 Unrealized 0.0%