GREENWOOD GEARHART LLC Diversified Active

Location: Fayetteville, AR

CIK: 0001084683 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value: $786M (100.0% shares, 0.0% debt)

Holdings (95)

IGIB iShares Intermediate Credit Bond ETF 6.8%
Value $53.61M Shares 1,045,495 Est. Cost $53.79 Unrealized
AAPL Apple Inc 5.5%
Value $43.53M Shares 263,973 Est. Cost $103.57 Unrealized +40.5%
MSFT Microsoft Corp 4.9%
Value $38.11M Shares 132,184 Est. Cost $201.49 Unrealized +23.8%
IGSB iShares 1-3 Year Credit Bond ETF 4.5%
Value $35.4M Shares 700,383 Est. Cost $52.24 Unrealized
JPST JP Morgan Ultra-short Income ETF 4.5%
Value $35.14M Shares 698,384 Est. Cost $50.46 Unrealized
GOOG Alphabet Inc 3.4%
Value $26.85M Shares 258,147 Est. Cost $107.10 Unrealized -10.5%
WMT Wal-Mart Stores Inc 2.7%
Value $21.41M Shares 145,180 Est. Cost $33.92 Unrealized +35.0%
BRK/B Berkshire Hathaway Inc Class B 2.6%
Value $20.26M Shares 65,599 Est. Cost $207.15 Unrealized +48.8%
ACN Accenture PLC 2.4%
Value $18.9M Shares 66,115 Est. Cost $197.28 Unrealized +32.5%
QQQ Nasdaq-100 ETF 2.3%
Value $17.86M Shares 55,655 Est. Cost $293.99 Unrealized
AON Aon PLC 2.1%
Value $16.3M Shares 51,698 Est. Cost $208.01 Unrealized +45.8%
DEO Diageo PLC 2.1%
Value $16.17M Shares 89,266 Est. Cost $137.01 Unrealized
SHEL Royal Dutch Shell PLC 2.0%
Value $15.84M Shares 275,356 Est. Cost $54.92 Unrealized
MRK Merck & Co Inc 2.0%
Value $15.72M Shares 147,712 Est. Cost $48.91 Unrealized +101.8%
HD Home Depot Inc 1.9%
Value $14.79M Shares 50,105 Est. Cost $129.21 Unrealized +120.3%
SYK Stryker Corp 1.8%
Value $14.17M Shares 49,623 Est. Cost $133.01 Unrealized +93.8%
VXUS Vanguard International ETF 1.8%
Value $14.05M Shares 254,401 Est. Cost $57.03 Unrealized
SCHW Charles Schwab Corp 1.8%
Value $14.02M Shares 267,686 Est. Cost $42.86 Unrealized +63.8%
TMO Thermo Fisher Scientific Inc 1.7%
Value $13.29M Shares 23,056 Est. Cost $481.97 Unrealized +15.9%
DE Deere & Co 1.7%
Value $13.21M Shares 31,985 Est. Cost $342.94 Unrealized +15.8%
VNQ Vanguard US REIT ETF 1.6%
Value $12.7M Shares 152,910 Est. Cost $87.24 Unrealized
V Visa Inc 1.6%
Value $12.67M Shares 56,179 Est. Cost $184.43 Unrealized +18.1%
GLW Corning Inc 1.6%
Value $12.49M Shares 353,947 Est. Cost $22.04 Unrealized +45.7%
SOXX iShares Semiconductor ETF 1.6%
Value $12.24M Shares 27,519 Est. Cost $329.39 Unrealized
GM General Motors Co 1.5%
Value $12.08M Shares 329,210 Est. Cost $33.67 Unrealized +8.9%
DIS Disney, (Walt) Co 1.5%
Value $12.07M Shares 120,590 Est. Cost $92.63 Unrealized +6.3%
Liberty Formula One 1.5%
Value $11.72M Shares 156,586 Est. Cost $39.70 Unrealized
JPM JPMorgan Chase & Co 1.5%
Value $11.68M Shares 89,645 Est. Cost $98.72 Unrealized +29.8%
ADBE Adobe Systems Inc 1.5%
Value $11.68M Shares 30,308 Est. Cost $530.32 Unrealized -33.0%
CAT Caterpillar Inc 1.5%
Value $11.66M Shares 50,936 Est. Cost $99.16 Unrealized +132.5%
OTIS Otis Worldwide Corp 1.5%
Value $11.42M Shares 135,360 Est. Cost $66.76 Unrealized +18.2%
NKE NIKE Inc 1.4%
Value $11.34M Shares 92,447 Est. Cost $95.30 Unrealized +22.4%
IGV iShares Software ETF 1.4%
Value $11.28M Shares 37,023 Est. Cost $312.34 Unrealized
TER Teradyne Inc 1.4%
Value $10.7M Shares 99,489 Est. Cost $117.03 Unrealized -13.7%
XIFR NextEra Energy Partners 1.4%
Value $10.65M Shares 175,269 Est. Cost $63.02 Unrealized +9.1%
AMZN Amazon.com Inc 1.3%
Value $10.55M Shares 102,163 Est. Cost $121.33 Unrealized -20.4%
EMXC iShares Emerging Markets ETF 1.3%
Value $10.01M Shares 202,883 Est. Cost $49.33 Unrealized
SCHX Schwab U.S. Large-Cap ETF 1.3%
Value $9.952M Shares 205,751 Est. Cost $53.91 Unrealized
ASML ASML Holding 1.3%
Value $9.936M Shares 14,597 Est. Cost $558.75 Unrealized
J Jacobs Engineering Group Inc 1.3%
Value $9.831M Shares 83,660 Est. Cost $100.20 Unrealized -2.9%
JNJ Johnson & Johnson 1.2%
Value $9.599M Shares 61,932 Est. Cost $87.28 Unrealized +69.4%
JBHT JB Hunt Transport Services Inc 1.2%
Value $9.22M Shares 52,548 Est. Cost $91.72 Unrealized +92.6%
ARKK ARK Innovation ETF 1.2%
Value $9.053M Shares 224,418 Est. Cost $77.87 Unrealized
UNP Union Pacific Corp 1.1%
Value $8.263M Shares 41,054 Est. Cost $113.60 Unrealized +66.7%
PYPL PayPal Holdings Inc 1.0%
Value $8.137M Shares 107,150 Est. Cost $119.94 Unrealized -35.9%
BOC Boston Omaha Corp 1.0%
Value $7.621M Shares 321,976 Est. Cost $24.80 Unrealized +0.4%
Activision Blizzard Inc 0.9%
Value $6.819M Shares 79,676 Est. Cost $90.09 Unrealized
HOMB Homebanc Shares Inc 0.7%
Value $5.828M Shares 268,449 Est. Cost $22.19 Unrealized +4.0%
NVS Novartis AG 0.7%
Value $5.59M Shares 60,763 Est. Cost $80.58 Unrealized
XOM Exxon Mobil Corp 0.3%
Value $2.458M Shares 22,418 Est. Cost $50.24 Unrealized +99.4%
Desktop Metal 0.3%
Value $2.233M Shares 970,770 Est. Cost $7.70 Unrealized
TSN Tyson Foods Inc 0.2%
Value $1.887M Shares 31,806 Est. Cost $57.20 Unrealized -3.1%
MCD McDonald's Corp 0.2%
Value $1.67M Shares 5,972 Est. Cost $74.08 Unrealized +238.2%
TOST Toast Inc 0.2%
Value $1.39M Shares 78,300 Est. Cost $22.28 Unrealized -11.5%
AXP American Express Co 0.2%
Value $1.323M Shares 8,023 Est. Cost $59.68 Unrealized +168.1%
LOW Lowe's Cos Inc 0.2%
Value $1.262M Shares 6,310 Est. Cost $40.30 Unrealized +376.9%
ETR Entergy Corp New Com 0.1%
Value $1.069M Shares 9,922 Est. Cost $45.86 Unrealized +4.2%
BA Boeing Co 0.1%
Value $1.02M Shares 4,802 Est. Cost $139.93 Unrealized +48.5%
PG Procter & Gamble Co 0.1%
Value $974K Shares 6,552 Est. Cost $128.21 Unrealized +3.9%
OZK Bank of the Ozarks Inc 0.1%
Value $849K Shares 24,811 Est. Cost $26.19 Unrealized +42.9%
CSCO Cisco Systems Inc 0.1%
Value $830K Shares 15,884 Est. Cost $22.10 Unrealized +102.9%
ORCL Oracle Corp 0.1%
Value $821K Shares 8,840 Est. Cost $39.93 Unrealized +112.4%
Benson Hill Inc 0.1%
Value $807K Shares 701,795 Est. Cost $2.89 Unrealized
CVX Chevron Corp 0.1%
Value $768K Shares 4,704 Est. Cost $83.97 Unrealized +76.8%
RYN Rayonier Inc COM 0.1%
Value $766K Shares 23,025 Est. Cost $40.34 Unrealized
SCHF Schwab Intl Equity ETF 0.1%
Value $665K Shares 19,099 Est. Cost $36.46 Unrealized
RTX Raytheon Technologies Corp 0.1%
Value $535K Shares 5,459 Est. Cost $78.15 Unrealized +18.1%
IBM International Business Machines 0.1%
Value $533K Shares 4,069 Est. Cost $109.80 Unrealized +10.0%
UNH UnitedHealth Group Inc 0.1%
Value $511K Shares 1,082 Est. Cost $422.19 Unrealized +8.3%
SCHV Schwab U.S. Large-Cap Value ETF 0.1%
Value $446K Shares 6,804 Est. Cost $62.53 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value $421K Shares 1,682 Est. Cost $219.24 Unrealized
SPY S&P 500 Index 0.0%
Value $390K Shares 952 Est. Cost $341.76 Unrealized
SGOV iShares 0-3 Month Treasury ETF 0.0%
Value $381K Shares 3,790 Est. Cost $100.14 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value $377K Shares 1,673 Est. Cost $180.31 Unrealized
SCHG Schwab U.S. Large-Cap Growth ETF 0.0%
Value $353K Shares 5,415 Est. Cost $91.43 Unrealized
IUSG iShares Core S&P U.S. Growth ETF 0.0%
Value $348K Shares 3,920 Est. Cost $80.30 Unrealized
UPS United Parcel Service Inc 0.0%
Value $342K Shares 1,762 Est. Cost $167.94 Unrealized -5.8%
BAC Bank of America Corp 0.0%
Value $337K Shares 11,783 Est. Cost $35.25 Unrealized -13.3%
VZ Verizon Communications Inc 0.0%
Value $327K Shares 8,421 Est. Cost $39.24 Unrealized -16.7%
PANW Palo Alto Networks Inc 0.0%
Value $322K Shares 1,614 Est. Cost $80.29 Unrealized +5.5%
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value $314K Shares 4,624 Est. Cost $69.76 Unrealized
LLY Eli Lilly & Co 0.0%
Value $311K Shares 906 Est. Cost $191.90 Unrealized +71.9%
COP ConocoPhillips 0.0%
Value $298K Shares 3,006 Est. Cost $49.31 Unrealized +101.8%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value $282K Shares 2,276 Est. Cost $104.32 Unrealized
AVGO Broadcom Inc 0.0%
Value $281K Shares 438 Est. Cost $47.61 Unrealized +21.0%
KO Coca-Cola Co 0.0%
Value $266K Shares 4,290 Est. Cost $34.45 Unrealized +60.9%
TSLA Tesla Inc 0.0%
Value $259K Shares 1,250 Est. Cost $174.45 Unrealized 0.0%
LIN Linde PLC 0.0%
Value $251K Shares 705 Est. Cost $322.30 Unrealized 0.0%
IWD iShares Russell 1000 Value ETF 0.0%
Value $247K Shares 1,625 Est. Cost $136.68 Unrealized
CMCSA Comcast Corp New Class A 0.0%
Value $234K Shares 6,164 Est. Cost $30.06 Unrealized +15.2%
NVDA Nvidia Corp 0.0%
Value $228K Shares 820 Est. Cost $21.62 Unrealized 0.0%
PFE Pfizer Inc 0.0%
Value $224K Shares 5,492 Est. Cost $40.19 Unrealized -9.1%
ADI Analog Devices Inc 0.0%
Value $222K Shares 1,125 Est. Cost $170.53 Unrealized 0.0%
IWM iShares Russell 2000 ETF 0.0%
Value $208K Shares 1,167 Est. Cost $209.53 Unrealized
VTI Vanguard Total Stock Market ETF 0.0%
Value $204K Shares 1,000 Est. Cost $179.31 Unrealized