Greenwood Gearhart Inc Portfolio Holdings

Greenwood Gearhart Inc

  • $1.42 Billion
  • Q1 2025

Greenwood Gearhart Inc has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.42 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $145M, Schwab Strategic Tr Us Large C with a value of $141M, Ishares Trust Ishares 5 10 Yea with a value of $82.3M, Ishares Trust Ishares 1 5 Year with a value of $58.6M, and Jp Morgan ETF Tr Ultra Short I with a value of $58.3M.

Examining the 13F form we can see an decrease of $4.38M in the current position value, from $1.42B to 1.42B.

Greenwood Gearhart Inc is based out at Fayetteville, AR

Below you can find more details about Greenwood Gearhart Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.42 Billion
ETFs: $986 Million
Technology: $158 Million
Financial Services: $75.8 Million
Consumer Defensive: $59.4 Million
Communication Services: $43.6 Million
Industrials: $37.8 Million
Consumer Cyclical: $35.2 Million
Healthcare: $16.1 Million
Other: $6.35 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.3B
$25.3 Million 1.79% of portfolio
171,290
Q1 2025 Added 3.69%
$178B
$12.4 Million 0.87% of portfolio
39,726
Q1 2025 Added 6.11%
$117B
$7.58 Million 0.53% of portfolio
45,296
Q1 2025 Reduced 0.13%
$15.4B
$7.06 Million 0.5% of portfolio
110,641
Q1 2025 Reduced 2.38%
$17.7B
$2.82 Million 0.2% of portfolio
33,014
Q1 2025 Added 66.37%
$15.3B
$2.27 Million 0.16% of portfolio
68,300
Q4 2024 New
$147B
$1.7 Million 0.12% of portfolio
4,569
Q1 2025 Reduced 30.27%
$72.6B
$1.15 Million 0.08% of portfolio
2,885
Q1 2025 Reduced 34.37%
$137B
$846,000 0.06% of portfolio
3,630
Q1 2025 Reduced 33.73%
$24.3B
$540,000 0.04% of portfolio
24,860
Q1 2025 Added 1.39%
$137B
$393,000 0.03% of portfolio
2,310
Q1 2025 Reduced 27.01%
$59.8B
$441,000 0.03% of portfolio
2,590
Q1 2025 Reduced 7.76%
$158B
$235,000 0.02% of portfolio
756
Q1 2025 New
$45.6B
$258,000 0.02% of portfolio
5,652
Q1 2025 Reduced 40.36%
$195B
$232,000 0.02% of portfolio
1,550
Q1 2025 Reduced 13.65%
$139B
$227,000 0.02% of portfolio
961
Q1 2025 Reduced 57.57%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $1.42 Billion
  • Prior Value $1.42 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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