GREENWOOD GEARHART LLC Diversified Active

Location: Fayetteville, AR

CIK: 0001084683 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 15, 2024

Total Value: $1.203B (100.0% shares, 0.0% debt)

Holdings (107)

VOO S&P 500 Index ETF 10.9%
Value $131M Shares 248,899 Est. Cost $454.14 Unrealized
SCHX U.S. Large-Cap ETF 10.0%
Value $120M Shares 1,764,896 Est. Cost $58.96 Unrealized
IGIB iShares Intermediate Corp Bond ETF 4.9%
Value $59.15M Shares 1,101,013 Est. Cost $53.45 Unrealized
AAPL Apple Inc 4.3%
Value $51.36M Shares 220,439 Est. Cost $113.24 Unrealized +96.0%
MSFT Microsoft Corp 3.7%
Value $44.19M Shares 102,695 Est. Cost $217.89 Unrealized +94.2%
XLV Health Care Select ETF 3.0%
Value $35.87M Shares 232,876 Est. Cost $136.56 Unrealized
XLP Consumer Staples Sector ETF 2.9%
Value $34.84M Shares 419,814 Est. Cost $73.00 Unrealized
WMT Walmart Inc. 2.9%
Value $34.34M Shares 425,297 Est. Cost $50.14 Unrealized +44.6%
IGSB iShares 1-3 Year Credit Bond ETF 2.8%
Value $34.25M Shares 650,428 Est. Cost $52.16 Unrealized
NVDA Nvidia Corp 2.7%
Value $32.48M Shares 267,472 Est. Cost $98.59 Unrealized +19.8%
JPST JP Morgan Ultra-short Income ETF 2.7%
Value $32.12M Shares 632,978 Est. Cost $50.47 Unrealized
IEF iShares 7-10 Year Treasury Bond ETF 2.5%
Value $30.67M Shares 312,610 Est. Cost $93.13 Unrealized
XLI Industrial Select Sector Spdr Fund 2.4%
Value $28.65M Shares 211,555 Est. Cost $126.68 Unrealized
IWM iShares Russell 2000 ETF 2.4%
Value $28.42M Shares 128,657 Est. Cost $208.62 Unrealized
JBHT JB Hunt Transport Services Inc 2.3%
Value $28.21M Shares 163,710 Est. Cost $152.85 Unrealized +8.3%
GOOG Alphabet Inc 2.2%
Value $26.54M Shares 158,741 Est. Cost $112.42 Unrealized +49.7%
BRK/B Berkshire Hathaway Inc Class B 1.9%
Value $23.43M Shares 50,901 Est. Cost $216.06 Unrealized +104.7%
SOXX Semiconductor Index ETF 1.8%
Value $22.1M Shares 95,861 Est. Cost $260.77 Unrealized
VXUS Vanguard International ETF 1.8%
Value $21.47M Shares 331,715 Est. Cost $57.46 Unrealized
QQQ Nasdaq-100 ETF 1.8%
Value $21.25M Shares 43,535 Est. Cost $327.75 Unrealized
AMZN Amazon.com Inc 1.7%
Value $20.95M Shares 112,410 Est. Cost $127.07 Unrealized +43.6%
IJH Core S&P Mid-Cap ETF 1.7%
Value $20.72M Shares 332,540 Est. Cost $93.48 Unrealized
XLU Utilities Select ETF 1.3%
Value $15.95M Shares 197,491 Est. Cost $64.91 Unrealized
META Meta Platforms Inc. 1.3%
Value $15.91M Shares 27,802 Est. Cost $338.77 Unrealized +51.2%
HD Home Depot Inc 1.2%
Value $14.82M Shares 36,580 Est. Cost $154.66 Unrealized +128.0%
EMXC iShares Emerging Markets ETF 1.2%
Value $14.64M Shares 239,636 Est. Cost $51.17 Unrealized
VNQ Vanguard US REIT ETF 1.2%
Value $14.45M Shares 148,357 Est. Cost $87.72 Unrealized
VDE Vanguard Energy Index Fund 1.2%
Value $14.03M Shares 114,577 Est. Cost $130.53 Unrealized
JPM JPMorgan Chase & Co 1.1%
Value $13.67M Shares 64,847 Est. Cost $100.50 Unrealized +103.9%
FWONK Liberty Formula One 1.1%
Value $13.64M Shares 176,160 Est. Cost $74.75 Unrealized
XLF Financial Sector ETF 1.1%
Value $13.01M Shares 286,991 Est. Cost $45.32 Unrealized
CAT Caterpillar Inc 1.1%
Value $12.94M Shares 33,075 Est. Cost $121.18 Unrealized +179.5%
JNJ Johnson & Johnson 1.1%
Value $12.77M Shares 78,814 Est. Cost $100.76 Unrealized +51.5%
TMO Thermo Fisher Scientific Inc 1.1%
Value $12.73M Shares 20,579 Est. Cost $494.88 Unrealized +19.0%
V Visa Inc 1.0%
Value $12.28M Shares 44,663 Est. Cost $194.32 Unrealized +37.8%
ACN Accenture PLC 1.0%
Value $12.15M Shares 34,367 Est. Cost $214.59 Unrealized +50.4%
MRK Merck & Co Inc 1.0%
Value $11.92M Shares 104,989 Est. Cost $57.01 Unrealized +98.1%
ADBE Adobe Systems Inc 0.9%
Value $10.56M Shares 20,403 Est. Cost $526.52 Unrealized +4.2%
SCHW Charles Schwab Corp 0.9%
Value $10.56M Shares 162,885 Est. Cost $45.53 Unrealized +41.8%
TSLA Tesla Inc 0.8%
Value $10.02M Shares 38,306 Est. Cost $230.93 Unrealized -1.2%
ASML ASML Holding 0.8%
Value $9.043M Shares 10,852 Est. Cost $572.19 Unrealized
J Jacobs Solutions Inc 0.7%
Value $7.956M Shares 60,774 Est. Cost $101.44 Unrealized +17.4%
AVGO Broadcom Inc 0.6%
Value $7.46M Shares 43,246 Est. Cost $156.65 Unrealized +0.9%
VCIT Vanguard Intermediate Fund 0.6%
Value $7.334M Shares 87,573 Est. Cost $81.28 Unrealized
TSN Tyson Foods Inc 0.6%
Value $6.922M Shares 116,224 Est. Cost $48.45 Unrealized +20.1%
HOMB Homebanc Shares Inc 0.5%
Value $6.284M Shares 231,954 Est. Cost $22.19 Unrealized +19.9%
XOM Exxon Mobil Corp 0.2%
Value $2.571M Shares 21,934 Est. Cost $52.17 Unrealized +110.9%
SYK Stryker Corp 0.2%
Value $2.383M Shares 6,597 Est. Cost $138.49 Unrealized +145.8%
AMTM Amentum Holdings (J Spinoff) 0.2%
Value $1.959M Shares 60,733 Est. Cost $28.49 Unrealized 0.0%
AXP American Express Co 0.1%
Value $1.76M Shares 6,488 Est. Cost $59.68 Unrealized +310.8%
AON Aon PLC 0.1%
Value $1.636M Shares 4,728 Est. Cost $211.65 Unrealized +53.3%
MCD McDonald's Corp 0.1%
Value $1.618M Shares 5,314 Est. Cost $74.08 Unrealized +260.0%
LOW Lowe's Cos Inc 0.1%
Value $1.487M Shares 5,491 Est. Cost $43.48 Unrealized +443.1%
IWF iShares Russell 1000 Growth ETF 0.1%
Value $1.425M Shares 3,796 Est. Cost $349.16 Unrealized
ETR Entergy Corp New Com 0.1%
Value $1.306M Shares 9,922 Est. Cost $45.86 Unrealized +23.5%
OZK Bank of the Ozarks Inc 0.1%
Value $1.291M Shares 30,036 Est. Cost $28.32 Unrealized +41.7%
PG Procter & Gamble Co 0.1%
Value $979K Shares 5,655 Est. Cost $128.48 Unrealized +27.8%
ORCL Oracle Corp 0.1%
Value $965K Shares 5,665 Est. Cost $39.93 Unrealized +258.3%
DGRW Wisdomtree Us Quality Dividend Growth Fund 0.1%
Value $956K Shares 11,489 Est. Cost $78.05 Unrealized
CVX Chevron Corp 0.1%
Value $758K Shares 5,145 Est. Cost $90.31 Unrealized +55.0%
LLY Eli Lilly & Co 0.1%
Value $699K Shares 789 Est. Cost $197.00 Unrealized +351.9%
BRK/A Berkshire Hathaway Inc Cl A 0.1%
Value $691K Shares 1 Est. Cost $616493.94 Unrealized +7.7%
RYN Rayonier Inc COM 0.1%
Value $631K Shares 19,607 Est. Cost $40.34 Unrealized
IBM International Business Machines 0.1%
Value $622K Shares 2,815 Est. Cost $109.80 Unrealized +72.1%
UNP Union Pacific Corp 0.1%
Value $613K Shares 2,485 Est. Cost $124.02 Unrealized +89.2%
IWD iShares Russell 1000 Value ETF 0.1%
Value $610K Shares 3,212 Est. Cost $164.76 Unrealized
CSCO Cisco Systems Inc 0.0%
Value $589K Shares 11,059 Est. Cost $22.88 Unrealized +104.5%
SCHV U.S. Large-Cap Value ETF 0.0%
Value $579K Shares 7,205 Est. Cost $63.01 Unrealized
BA Boeing Co 0.0%
Value $575K Shares 3,780 Est. Cost $139.93 Unrealized +22.5%
RF Regions Financial Corp 0.0%
Value $572K Shares 24,520 Est. Cost $16.96 Unrealized +21.5%
SCHG U.S. Large-Cap Growth ETF 0.0%
Value $569K Shares 5,466 Est. Cost $90.42 Unrealized
IUSG iShares Core S&P U.S. Growth ETF 0.0%
Value $566K Shares 4,292 Est. Cost $83.51 Unrealized
SGOV iShares 0-3 Month Treasury ETF 0.0%
Value $550K Shares 5,463 Est. Cost $100.27 Unrealized
UNH UnitedHealth Group Inc 0.0%
Value $550K Shares 941 Est. Cost $422.95 Unrealized +29.6%
IWB iShares Russell 1000 ETF 0.0%
Value $545K Shares 1,733 Est. Cost $182.51 Unrealized
VTI Vanguard Total Stock Market ETF 0.0%
Value $538K Shares 1,899 Est. Cost $202.29 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $510K Shares 5,589 Est. Cost $83.96 Unrealized
SCHF Schwab Intl Equity ETF 0.0%
Value $474K Shares 11,528 Est. Cost $36.72 Unrealized
SHEL Royal Dutch Shell PLC 0.0%
Value $473K Shares 7,173 Est. Cost $55.21 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value $468K Shares 2,611 Est. Cost $110.22 Unrealized
DIS Walt Disney Co 0.0%
Value $459K Shares 4,775 Est. Cost $92.29 Unrealized -1.9%
GLW Corning Inc 0.0%
Value $429K Shares 9,504 Est. Cost $22.76 Unrealized +79.6%
NVS Novartis AG 0.0%
Value $409K Shares 3,552 Est. Cost $80.58 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value $404K Shares 1,181 Est. Cost $80.29 Unrealized +109.6%
RTX Raytheon Technologies Corp 0.0%
Value $377K Shares 3,109 Est. Cost $78.15 Unrealized +42.1%
SPY S&P 500 Index 0.0%
Value $364K Shares 635 Est. Cost $394.53 Unrealized
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value $352K Shares 4,231 Est. Cost $70.61 Unrealized
COP ConocoPhillips 0.0%
Value $316K Shares 3,006 Est. Cost $52.54 Unrealized +100.0%
LIN Linde PLC 0.0%
Value $287K Shares 601 Est. Cost $322.30 Unrealized +39.0%
VHI Valhi Inc New Com 0.0%
Value $268K Shares 8,033 Est. Cost $23.29 Unrealized 0.0%
ADI Analog Devices Inc 0.0%
Value $259K Shares 1,125 Est. Cost $172.22 Unrealized +27.8%
ETN Eaton Corp 0.0%
Value $255K Shares 770 Est. Cost $216.89 Unrealized +38.9%
AMGN Amgen Inc 0.0%
Value $242K Shares 752 Est. Cost $234.54 Unrealized +33.5%
PEP PepsiCo Inc 0.0%
Value $234K Shares 1,379 Est. Cost $162.33 Unrealized +0.4%
BX Blackstone Group LP 0.0%
Value $233K Shares 1,522 Est. Cost $133.67 Unrealized 0.0%
VGT Vanguard Information Technology Index Fund 0.0%
Value $229K Shares 390 Est. Cost $484.00 Unrealized
GOOGL Alphabet Inc 0.0%
Value $227K Shares 1,366 Est. Cost $134.52 Unrealized +23.9%
ZTS Zoetis Inc 0.0%
Value $226K Shares 1,155 Est. Cost $163.36 Unrealized +11.0%
APO Apollo Global Mgmt Inc Com Cl A 0.0%
Value $225K Shares 1,800 Est. Cost $85.57 Unrealized +32.4%
OTIS Otis Worldwide Corp 0.0%
Value $224K Shares 2,157 Est. Cost $67.62 Unrealized +37.6%
PSX Phillips 66 0.0%
Value $219K Shares 1,665 Est. Cost $103.33 Unrealized +24.3%
ABBV AbbVie Inc 0.0%
Value $215K Shares 1,090 Est. Cost $178.69 Unrealized 0.0%
WM Waste Mgmt Inc 0.0%
Value $210K Shares 1,012 Est. Cost $162.45 Unrealized +25.8%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $204K Shares 700 Est. Cost $52.53 Unrealized 0.0%
WEST Westrock Coffee Co Com 0.0%
Value $177K Shares 27,253 Est. Cost $9.25 Unrealized -5.0%
BOF Branchout Food Inc Com 0.0%
Value $152K Shares 94,949 Est. Cost $1.61 Unrealized -20.2%
PNSTQ Pinstripes Holdings Inc. CL A 0.0%
Value $19,501 Shares 25,428 Est. Cost $3.25 Unrealized