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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$149B
$211,000 0.01% of portfolio
779
Q1 2025 Added 1.17%
$468M
$198,000 0.01% of portfolio
27,553
Q4 2024 Added 1.1%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.64%
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 6.95%
$138M
$31,000 0.0% of portfolio
31,895
Q4 2024 New
Branchout Food Inc
-
$0 0.0% of portfolio
-
Q2 2024 New

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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