Greenwood Gearhart Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

Greenwood Gearhart Inc

CIK Number: 0001084683

1.6B
Market Value
100
# of Holdings
23 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 6, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VOO Vanguard S&P 50...
588.63
-0.75% 281.9K +2.18% 144.87M 463.49 10.02% Share
2 SCHX Schwab U.S. Lar...
25.38
-0.76% 6.36M +7.42% 140.5M 19.92 9.72% Share
3 IGIB iShares 5-10 Ye...
53.33
-0.6% 1.57M +17.83% 82.28M 53.01 5.69% Share
4 IGSB iShares 1-5 Yea...
52.76
-0.43% 1.12M +7.71% 58.65M 52 4.06% Share
5 JPST JPMorgan Ultra-...
50.56
-0.35% 1.15M +50.96% 58.29M 50.51 4.03% Share
6 AAPL Apple Inc.
229.72
-1.04% 235.41K -0.5% 52.29M 91.92 3.62% Share
7 VXUS Vanguard Total ...
70.87
-0.7% 831.08K +17.94% 51.61M 58.82 3.57% Share
8 WMT Walmart Inc.
97.84
+0.89% 582.55K -10.63% 51.14M 57.78 3.54% Share
9 XLV Health Care Sel...
137.50
+0.05% 328.71K +0.87% 47.99M 136.97 3.32% Share
10 IEF iShares 7-10 Ye...
95.55
-0.62% 466.24K +10.05% 44.47M 92.97 3.08% Share
11 MSFT Microsoft Corpo...
505.12
-0.31% 107.14K -1.05% 40.22M 237.2 2.78% Share
12 RSP Invesco S&P 500...
187.17
-0.77% 209.14K +14.87% 36.23M 174.97 2.51% Share
13 XLP Consumer Staple...
80.65
-0.16% 413.43K -5.13% 33.76M 73.2 2.34% Share
14 XLF Financial Selec...
53.59
-0.74% 631.08K +6.47% 31.43M 47.05 2.17% Share
15 XLI Industrial Sele...
150.56
-0.95% 239.1K +4.19% 31.34M 126.48 2.17% Share
16 BRK-B Berkshire Hatha...
501.06
-0.38% 58.54K +4.71% 31.18M 246.8 2.16% Share
17 NVDA NVIDIA Corporat...
170.74
-1.97% 287.02K +3.54% 31.11M 64.14 2.15% Share
18 IWM iShares Russell...
233.90
-0.54% 152.97K +9.52% 30.52M 208.54 2.11% Share
19 IJH iShares Core S&...
64.90
-0.4% 522.79K +13.65% 30.5M 58.1 2.11% Share
20 QQQ Invesco QQQ Tru...
565.62
-0.84% 63.43K +10.15% 29.74M 381.59 2.06% Share
21 GOOG Alphabet Inc.
211.99
-0.72% 170.92K -1.64% 26.7M 92.08 1.85% Share
22 JBHT J.B. Hunt Trans...
144.25
-0.51% 171.29K +3.69% 25.34M 158.75 1.75% Share
23 AMZN Amazon.com, Inc...
225.34
-1.6% 115.03K -2.62% 21.89M 151.42 1.51% Share
24 SOXX iShares Semicon...
242.83
-1.01% 107.85K +0.66% 20.29M 134.21 1.40% Share
25 VDE Vanguard Energy...
127.18
+0.23% 148.5K +10.54% 19.26M 129.81 1.33% Share
26 V Visa Inc.
349.95
-0.52% 47.94K -0.14% 16.8M 210.83 1.16% Share
27 JPM JPMorgan Chase ...
299.64
-0.59% 66.67K -2.09% 16.35M 118.28 1.13% Share
28 META Meta Platforms,...
735.11
-0.49% 27.68K -3.6% 15.96M 380.22 1.10% Share
29 FWONK Formula One Gro...
101.07
+1.17% 174.33K -3.64% 15.69M 74.15 1.09% Share
30 XLU Utilities Selec...
84.02
-0.36% 197.14K -4.36% 15.54M 65.4 1.08% Share
31 VNQ Vanguard Real E...
90.71
-1.66% 147.21K -5.53% 13.33M 87.77 0.92% Share
32 ACN Accenture plc
256.09
-1.49% 39.73K +6.11% 12.4M 242.86 0.86% Share
33 MRK Merck & Co., In...
85.47
+1.60% 137K +20.55% 12.3M 71.26 0.85% Share
34 CAT Caterpillar Inc...
415.92
-0.74% 34.47K +0.62% 11.37M 149.67 0.79% Share
35 IVV iShares Core S&...
643.48
-0.75% 17.53K -6.18% 9.85M 588.68 0.68% Share
36 ITOT iShares Core S&...
140.34
-0.69% 79.14K -0.83% 9.66M 128.62 0.67% Share
37 ASML ASML Holding N....
725.85
-2.26% 14.51K +21.55% 9.61M 597.27 0.67% Share
38 TSLA Tesla, Inc.
329.36
-1.35% 36.29K -8.38% 9.4M 246.36 0.65% Share
39 J Jacobs Solution...
145.31
-0.63% 71.44K +6.95% 8.64M 100.86 0.60% Share
40 SPY SPDR S&P 500 ET...
640.37
-0.73% 14.81K +3.70% 8.29M 576.93 0.57% Share
41 AVGO Broadcom Inc.
298.24
+0.29% 45.3K -0.13% 7.58M 161.77 0.52% Share
42 VCIT Vanguard Interm...
82.90
-0.62% 91.31K -1.73% 7.47M 81.22 0.52% Share
43 VTI Vanguard Total ...
316.00
-0.69% 26.02K -16.87% 7.15M 284.5 0.49% Share
44 TSN Tyson Foods, In...
56.52
-0.46% 110.64K -2.38% 7.06M 56.98 0.49% Share
45 SPYG SPDR Portfolio ...
98.60
-0.89% 81.3K -9.56% 6.53M 87.9 0.45% Share
46 HOMB Home Bancshares...
29.50
-0.86% 213.94K -0.34% 6.05M 21.87 0.42% Share
47 ETR Entergy Corpora...
87.39
-0.79% 33.01K +66.37% 2.82M 63.98 0.20% Share
48 XOM Exxon Mobil Cor...
114.67
+0.34% 20.97K -13.95% 2.49M 67.49 0.17% Share
49 TOST Toast, Inc.
43.80
-2.89% 68.3K 0.00% 2.27M 36.45 0.16% Share
50 SPHQ Invesco S&P 500...
71.81
-0.81% 33.42K -21.41% 2.22M 67.03 0.15% Share
51 VOOV Vanguard S&P 50...
195.88
-0.53% 11.51K -52.91% 2.12M 184.51 0.15% Share
52 HD The Home Depot,...
406.40
-0.09% 4.65K -25.75% 1.7M 162.89 0.12% Share
53 SYK Stryker Corpora...
389.88
-0.39% 4.57K -30.27% 1.7M 141.03 0.12% Share
54 SUB iShares Short-T...
106.80
-0.18% 15.04K -28.62% 1.59M 105.48 0.11% Share
55 AXP American Expres...
331.10
-0.06% 5.64K -6% 1.52M 43.06 0.10% Share
56 MCD McDonald's Corp...
315.77
+0.71% 4.41K -15.53% 1.38M 62.89 0.10% Share
57 IQLT iShares MSCI In...
42.70
-1.01% 33.81K -12.25% 1.34M 37.12 0.09% Share
58 IWF iShares Russell...
441.79
-0.85% 3.67K -2.65% 1.32M 351.15 0.09% Share
59 OZK Bank OZK
52.34
-0.25% 28.79K -2.33% 1.25M 33.51 0.09% Share
60 IXUS iShares Core MS...
79.26
-0.71% 17.78K -31.47% 1.24M 66.14 0.09% Share
61 AON Aon plc
371.95
+1.35% 2.88K -34.37% 1.15M 197.94 0.08% Share
62 PG The Procter & G...
157.96
+0.59% 5.7K +0.18% 971.07K 138.06 0.07% Share
63 IVW iShares S&P 500...
113.91
-0.86% 9.98K +25.01% 926.54K 99.79 0.06% Share
64 DGRW WisdomTree U.S....
87.06
-0.45% 11.49K 0.00% 917.51K 78.07 0.06% Share
65 IVE iShares S&P 500...
202.70
-0.59% 4.77K +26.76% 909.07K 190.82 0.06% Share
66 LOW Lowe's Companie...
258.69
+0.24% 3.63K -33.73% 846.63K 40.74 0.06% Share
67 JNJ Johnson & Johns...
178.09
+0.52% 4.98K -34.05% 826.05K 110.48 0.06% Share
68 CVX Chevron Corpora...
161.81
+0.75% 4.45K -23.87% 744.03K 113.11 0.05% Share
69 LLY Eli Lilly and C...
735.16
+0.35% 852 -1.27% 703.67K 281.25 0.05% Share
70 SCHM Schwab U.S. Mid...
29.36
-0.37% 26.26K -31.86% 688.02K 26.33 0.05% Share
71 SPEM SPDR Portfolio ...
44.33
-0.17% 16.07K -68.56% 632.73K 38.37 0.04% Share
72 IBM International B...
241.50
-0.82% 2.53K -6.81% 629.86K 137.12 0.04% Share
73 IWD iShares Russell...
200.60
-0.51% 3.16K -1.68% 594.21K 164.22 0.04% Share
74 SGOV iShares 0-3 Mon...
100.39
-0.35% 5.65K +3.48% 569.09K 100.28 0.04% Share
75 SCHV Schwab U.S. Lar...
28.63
-0.42% 20.64K +0.90% 548.53K 21.08 0.04% Share
76 RF Regions Financi...
26.89
-1.84% 24.86K +1.39% 540.21K 20.36 0.04% Share
77 USMV iShares MSCI US...
94.01
-0.27% 5.59K 0.00% 523.47K 83.76 0.04% Share
78 SCHG Schwab U.S. Lar...
30.27
-0.83% 20.74K +1.15% 519.28K 17.06 0.04% Share
79 IWB iShares Russell...
352.19
-0.71% 1.67K 0.00% 513.18K 182.61 0.04% Share
80 IUSG iShares Core S&...
155.65
-0.83% 3.92K -1.18% 498.28K 83.4 0.03% Share
81 BAC Bank of America...
50.41
-0.66% 10.71K -2.93% 446.83K 43.95 0.03% Share
82 PANW Palo Alto Netwo...
190.52
0.00% 2.59K -7.76% 441.96K 87.88 0.03% Share
83 SCHF Schwab Internat...
22.52
-0.84% 20.88K -1.9% 412.97K 18.36 0.03% Share
84 ORCL Oracle Corporat...
225.33
-0.35% 2.86K -50.06% 400.11K 48.55 0.03% Share
85 BA The Boeing Comp...
237.25
+1.10% 2.31K -27.01% 393.97K 105.65 0.03% Share
86 UNH UnitedHealth Gr...
308.76
-0.36% 725 -59.43% 379.48K 503.84 0.03% Share
87 NFLX Netflix, Inc.
1214.11
+0.48% 403 0.00% 375.81K 891.32 0.03% Share
88 BSV Vanguard Short-...
78.65
-0.41% 4.22K -73.18% 330.58K 77.27 0.02% Share
89 CSCO Cisco Systems, ...
67.80
-1.87% 5.35K -46.05% 330.15K 27.38 0.02% Share
90 GOOGL Alphabet Inc.
211.35
-0.73% 2.05K +0.05% 317.32K 157.49 0.02% Share
91 RTX RTX Corporation
157.99
-0.38% 2.27K -29.63% 300.82K 87.19 0.02% Share
92 SYM Symbotic Inc.
45.59
-3.88% 14.22K 0.00% 287.33K 23.71 0.02% Share
93 RYN Rayonier Inc.
25.80
-1.85% 10.3K -47.47% 287.16K 40.36 0.02% Share
94 VIG Vanguard Divide...
210.16
-0.36% 1.39K -42.21% 270.34K 195.83 0.02% Share
95 VGT Vanguard Inform...
689.59
-1.07% 484 0.00% 262.37K 510.76 0.02% Share
96 GLW Corning Incorpo...
68.47
+2.15% 5.65K -40.36% 258.75K 25.42 0.02% Share
97 WFC Wells Fargo & C...
81.76
-0.51% 3.59K -7.02% 257.74K 70.24 0.02% Share
98 AMGN Amgen Inc.
286.92
-0.27% 756 +100.00% 235.53K 311.55 0.02% Share
99 BOF BranchOut Food ...
2.12
-2.3% 94.95K 0.00% 233.57K 0.722 0.02% Share
100 QUAL iShares MSCI US...
187.64
-0.69% 1.36K -15.52% 232.58K 110.25 0.02% Share