GREENWOOD GEARHART LLC Diversified Active

Location: Fayetteville, AR

CIK: 0001084683 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value: $859M (100.0% shares, 0.0% debt)

Holdings (97)

IGIB iShares Intermediate Credit Bond ETF 6.5%
Value $55.73M Shares 1,102,041 Est. Cost $53.62 Unrealized
AAPL Apple Inc 6.0%
Value $51.88M Shares 267,484 Est. Cost $104.47 Unrealized +64.7%
MSFT Microsoft Corp 5.3%
Value $45.4M Shares 133,322 Est. Cost $201.49 Unrealized +52.5%
IGSB iShares 1-3 Year Credit Bond ETF 4.2%
Value $36.46M Shares 726,772 Est. Cost $52.16 Unrealized
JPST JP Morgan Ultra-short Income ETF 4.2%
Value $36.12M Shares 720,425 Est. Cost $50.45 Unrealized
GOOG Alphabet Inc 3.7%
Value $31.92M Shares 263,888 Est. Cost $107.27 Unrealized +7.1%
WMT Wal-Mart Stores Inc 2.9%
Value $24.85M Shares 158,102 Est. Cost $35.15 Unrealized +39.3%
ACN Accenture PLC 2.4%
Value $20.82M Shares 67,483 Est. Cost $198.95 Unrealized +40.6%
BRK/B Berkshire Hathaway Inc Class B 2.2%
Value $18.92M Shares 55,479 Est. Cost $207.15 Unrealized +57.6%
AON Aon PLC 2.1%
Value $18.19M Shares 52,688 Est. Cost $210.09 Unrealized +51.7%
MRK Merck & Co Inc 2.0%
Value $17.31M Shares 150,017 Est. Cost $49.77 Unrealized +109.9%
SCHW Charles Schwab Corp 1.9%
Value $16.19M Shares 285,725 Est. Cost $43.34 Unrealized +16.4%
HD Home Depot Inc 1.9%
Value $16.08M Shares 51,757 Est. Cost $133.90 Unrealized +106.4%
DEO Diageo PLC 1.9%
Value $15.92M Shares 91,755 Est. Cost $138.00 Unrealized
SYK Stryker Corp 1.8%
Value $15.45M Shares 50,646 Est. Cost $136.00 Unrealized +106.9%
ADBE Adobe Systems Inc 1.8%
Value $15.45M Shares 31,587 Est. Cost $525.16 Unrealized -23.3%
VXUS Vanguard International ETF 1.7%
Value $14.65M Shares 261,258 Est. Cost $57.00 Unrealized
SOXX iShares Semiconductor ETF 1.7%
Value $14.38M Shares 28,347 Est. Cost $334.58 Unrealized
JBHT JB Hunt Transport Services Inc 1.6%
Value $14.14M Shares 78,123 Est. Cost $117.15 Unrealized +44.6%
JPM JPMorgan Chase & Co 1.6%
Value $13.56M Shares 93,236 Est. Cost $99.91 Unrealized +29.8%
V Visa Inc 1.6%
Value $13.54M Shares 57,003 Est. Cost $185.01 Unrealized +21.3%
VNQ Vanguard US REIT ETF 1.6%
Value $13.48M Shares 161,291 Est. Cost $87.05 Unrealized
DE Deere & Co 1.6%
Value $13.46M Shares 33,227 Est. Cost $343.87 Unrealized +7.0%
AMZN Amazon.com Inc 1.6%
Value $13.45M Shares 103,201 Est. Cost $121.26 Unrealized -5.8%
GM General Motors Co 1.6%
Value $13.41M Shares 347,761 Est. Cost $33.67 Unrealized -0.1%
IGV iShares Software ETF 1.6%
Value $13.37M Shares 38,658 Est. Cost $313.76 Unrealized
CAT Caterpillar Inc 1.5%
Value $13.26M Shares 53,894 Est. Cost $105.45 Unrealized +102.7%
GLW Corning Inc 1.5%
Value $13.09M Shares 373,533 Est. Cost $22.49 Unrealized +36.0%
QQQ Nasdaq-100 ETF 1.5%
Value $13.05M Shares 35,336 Est. Cost $293.99 Unrealized
TMO Thermo Fisher Scientific Inc 1.5%
Value $12.68M Shares 24,312 Est. Cost $484.73 Unrealized +10.4%
OTIS Otis Worldwide Corp 1.5%
Value $12.47M Shares 140,076 Est. Cost $67.23 Unrealized +19.9%
SHEL Royal Dutch Shell PLC 1.4%
Value $12.45M Shares 206,205 Est. Cost $54.92 Unrealized
FWONK Liberty Formula One 1.4%
Value $12.35M Shares 164,119 Est. Cost $75.28 Unrealized
XLV Health Care Select ETF 1.4%
Value $12.02M Shares 90,572 Est. Cost $132.73 Unrealized
TER Teradyne Inc 1.4%
Value $11.87M Shares 106,653 Est. Cost $115.83 Unrealized -14.4%
ASML ASML Holding 1.3%
Value $11.44M Shares 15,788 Est. Cost $571.27 Unrealized
DIS Disney, (Walt) Co 1.3%
Value $11.4M Shares 127,733 Est. Cost $92.62 Unrealized -0.1%
EMXC iShares Emerging Markets ETF 1.3%
Value $11.05M Shares 212,609 Est. Cost $49.45 Unrealized
XIFR NextEra Energy Partners 1.3%
Value $10.8M Shares 184,190 Est. Cost $62.88 Unrealized -4.4%
J Jacobs Engineering Group Inc 1.2%
Value $10.72M Shares 90,183 Est. Cost $99.69 Unrealized -6.5%
NKE NIKE Inc 1.2%
Value $10.69M Shares 96,861 Est. Cost $96.03 Unrealized +15.9%
JNJ Johnson & Johnson 1.2%
Value $10.65M Shares 64,367 Est. Cost $89.61 Unrealized +66.2%
BOC Boston Omaha Corp 1.2%
Value $10.41M Shares 553,373 Est. Cost $22.92 Unrealized -11.4%
XT iShares Exponential Tech ETF 1.1%
Value $9.538M Shares 171,550 Est. Cost $55.60 Unrealized
TAN Invesco Solar ETF 1.1%
Value $9.25M Shares 129,517 Est. Cost $71.42 Unrealized
UNP Union Pacific Corp 1.0%
Value $9.006M Shares 44,011 Est. Cost $118.53 Unrealized +57.8%
PYPL PayPal Holdings Inc 0.9%
Value $7.767M Shares 116,395 Est. Cost $115.81 Unrealized -41.3%
Activision Blizzard Inc 0.8%
Value $6.606M Shares 78,360 Est. Cost $90.09 Unrealized
HOMB Homebanc Shares Inc 0.7%
Value $6.097M Shares 267,409 Est. Cost $22.19 Unrealized -1.7%
SCHX Schwab U.S. Large-Cap ETF 0.7%
Value $5.596M Shares 106,856 Est. Cost $53.91 Unrealized
XOM Exxon Mobil Corp 0.3%
Value $2.386M Shares 22,246 Est. Cost $50.24 Unrealized +98.3%
TSN Tyson Foods Inc 0.2%
Value $1.781M Shares 34,899 Est. Cost $56.52 Unrealized -12.3%
TOST Toast Inc 0.2%
Value $1.767M Shares 78,300 Est. Cost $22.28 Unrealized -10.4%
MCD McDonald's Corp 0.2%
Value $1.763M Shares 5,907 Est. Cost $74.08 Unrealized +268.7%
LOW Lowe's Cos Inc 0.2%
Value $1.454M Shares 6,440 Est. Cost $43.48 Unrealized +354.8%
AXP American Express Co 0.2%
Value $1.386M Shares 7,958 Est. Cost $59.68 Unrealized +161.7%
OZK Bank of the Ozarks Inc 0.1%
Value $1.071M Shares 26,667 Est. Cost $26.62 Unrealized +21.4%
ORCL Oracle Corp 0.1%
Value $1.053M Shares 8,840 Est. Cost $39.93 Unrealized +151.4%
BA Boeing Co 0.1%
Value $1.009M Shares 4,777 Est. Cost $139.93 Unrealized +48.5%
ETR Entergy Corp New Com 0.1%
Value $966K Shares 9,922 Est. Cost $45.86 Unrealized +2.8%
PG Procter & Gamble Co 0.1%
Value $945K Shares 6,227 Est. Cost $128.21 Unrealized +10.2%
Benson Hill Inc 0.1%
Value $912K Shares 701,795 Est. Cost $2.89 Unrealized
CSCO Cisco Systems Inc 0.1%
Value $819K Shares 15,830 Est. Cost $22.10 Unrealized +105.9%
CVX Chevron Corp 0.1%
Value $740K Shares 4,704 Est. Cost $83.97 Unrealized +70.6%
RYN Rayonier Inc COM 0.1%
Value $723K Shares 23,025 Est. Cost $40.34 Unrealized
SCHF Schwab Intl Equity ETF 0.1%
Value $688K Shares 19,302 Est. Cost $36.45 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value $558K Shares 2,134 Est. Cost $228.19 Unrealized
NVS Novartis AG 0.1%
Value $555K Shares 5,502 Est. Cost $80.58 Unrealized
RTX Raytheon Technologies Corp 0.1%
Value $527K Shares 5,379 Est. Cost $78.15 Unrealized +18.1%
UNH UnitedHealth Group Inc 0.1%
Value $476K Shares 990 Est. Cost $422.19 Unrealized +10.1%
SCHV Schwab U.S. Large-Cap Value ETF 0.1%
Value $476K Shares 7,090 Est. Cost $62.71 Unrealized
IUSG iShares Core S&P U.S. Growth ETF 0.1%
Value $469K Shares 4,808 Est. Cost $83.51 Unrealized
AVGO Broadcom Inc 0.1%
Value $467K Shares 538 Est. Cost $51.53 Unrealized +33.4%
IBM International Business Machines 0.1%
Value $440K Shares 3,286 Est. Cost $109.80 Unrealized +7.5%
LLY Eli Lilly & Co 0.0%
Value $423K Shares 902 Est. Cost $191.90 Unrealized +114.4%
IWB iShares Russell 1000 ETF 0.0%
Value $422K Shares 1,733 Est. Cost $182.51 Unrealized
SCHG Schwab U.S. Large-Cap Growth ETF 0.0%
Value $418K Shares 5,575 Est. Cost $90.96 Unrealized
VTI Vanguard Total Stock Market ETF 0.0%
Value $403K Shares 1,830 Est. Cost $197.89 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value $380K Shares 2,821 Est. Cost $110.22 Unrealized
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value $340K Shares 4,781 Est. Cost $69.80 Unrealized
SPY S&P 500 Index 0.0%
Value $333K Shares 752 Est. Cost $341.76 Unrealized
TSLA Tesla Inc 0.0%
Value $326K Shares 1,245 Est. Cost $174.45 Unrealized +14.6%
COP ConocoPhillips 0.0%
Value $322K Shares 3,106 Est. Cost $50.76 Unrealized +86.1%
UPS United Parcel Service Inc 0.0%
Value $314K Shares 1,750 Est. Cost $167.94 Unrealized -8.0%
PANW Palo Alto Networks Inc 0.0%
Value $307K Shares 1,200 Est. Cost $80.29 Unrealized +29.6%
RMAX ReMax Hldgs Inc Cl A 0.0%
Value $303K Shares 15,750 Est. Cost $18.38 Unrealized 0.0%
NVDA Nvidia Corp 0.0%
Value $282K Shares 666 Est. Cost $21.62 Unrealized +53.4%
BAC Bank of America Corp 0.0%
Value $281K Shares 9,801 Est. Cost $35.25 Unrealized -24.5%
LIN Linde PLC 0.0%
Value $266K Shares 698 Est. Cost $322.30 Unrealized +9.5%
VZ Verizon Communications Inc 0.0%
Value $260K Shares 6,997 Est. Cost $39.24 Unrealized -20.5%
IWM iShares Russell 2000 ETF 0.0%
Value $258K Shares 1,376 Est. Cost $206.15 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value $256K Shares 1,625 Est. Cost $136.68 Unrealized
CMCSA Comcast Corp New Class A 0.0%
Value $256K Shares 6,164 Est. Cost $30.06 Unrealized +21.9%
AZN Astrazeneca 0.0%
Value $253K Shares 3,535 Est. Cost $71.57 Unrealized
ADI Analog Devices Inc 0.0%
Value $219K Shares 1,125 Est. Cost $170.53 Unrealized +3.7%
META Facebook Inc 0.0%
Value $212K Shares 737 Est. Cost $245.05 Unrealized 0.0%
DDS Dillard's Inc 0.0%
Value $204K Shares 625 Est. Cost $261.04 Unrealized 0.0%