MondegarAI
GREENWOOD GEARHART LLC

Q4 2024 · 13F-HR

GREENWOOD GEARHART LLCholdings as filed

Filed 2025-02-13 · accession 0001084683-25-000002

$1.45B
Reported value
130
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOS&P 500 Index ETF$148.6M10.2%275,872CommonSOLE
808524201SCHXU.S. Large-Cap ETF$137.3M9.47%5,923,808CommonSOLE
464288638IGIBiShares Intermediate Corp Bond ETF$68.5M4.72%1,329,506CommonSOLE
037833100AAPLApple Inc$59.2M4.09%236,587CommonSOLE
931142103WMTWalmart Inc.$58.9M4.06%651,827CommonSOLE
464288646IGSBiShares 1-5 Year Credit Bond ETF$53.8M3.71%1,039,767CommonSOLE
594918104MSFTMicrosoft Corp$45.6M3.15%108,273CommonSOLE
81369Y209XLVHealth Care Select ETF$44.8M3.09%325,872CommonSOLE
921909768VXUSVanguard International ETF$41.5M2.86%704,687CommonSOLE
464287440IEFiShares 7-10 Year Treasury Bond ETF$39.2M2.70%423,646CommonSOLE
46641Q837JPSTUltra-Short Term Income ETF$38.4M2.65%762,687CommonSOLE
67066G104NVDANvidia Corp$37.2M2.57%277,218CommonSOLE
81369Y308XLPConsumer Staples Sector ETF$34.3M2.36%435,781CommonSOLE
02079K107GOOGAlphabet Inc$33.1M2.28%173,769CommonSOLE
46137V357RSPS&P 500 Equal Weight ETF$31.9M2.20%182,073CommonSOLE
464287655IWMiShares Russell 2000 ETF$30.9M2.13%139,672CommonSOLE
81369Y704XLIIndustrial Select Sector Spdr Fund$30.2M2.08%229,478CommonSOLE
46090E103QQQNasdaq-100 ETF$29.4M2.03%57,582CommonSOLE
464287507IJHCore S&P Mid-Cap ETF$28.7M1.98%460,003CommonSOLE
81369Y605XLFFinancial Sector ETF$28.6M1.98%592,756CommonSOLE
445658107JBHTJB Hunt Transport Services Inc$28.2M1.94%165,200CommonSOLE
023135106AMZNAmazon.com Inc$25.9M1.79%118,121CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Class B$25.3M1.75%55,909CommonSOLE
464287523SOXXSemiconductor Index ETF$23.1M1.59%107,139CommonSOLE
30303M102METAMeta Platforms Inc.$16.8M1.16%28,716CommonSOLE
531229755FWONKLiberty Formula One$16.8M1.16%180,921CommonSOLE
46625H100JPMJPMorgan Chase & Co$16.3M1.13%68,098CommonSOLE
92204A306VDEVanguard Energy Index Fund$16.3M1.12%134,340CommonSOLE
88160R101TSLATesla Inc$16.0M1.10%39,605CommonSOLE
81369Y886XLUUtilities Select ETF$15.6M1.08%206,122CommonSOLE
92826C839VVisa Inc$15.2M1.05%48,003CommonSOLE
922908553VNQVanguard US REIT ETF$13.9M0.96%155,824CommonSOLE
G1151C101ACNAccenture PLC$13.2M0.91%37,438CommonSOLE
149123101CATCaterpillar Inc$12.4M0.86%34,252CommonSOLE
58933Y105MRKMerck & Co Inc$11.3M0.78%113,650CommonSOLE
464287200IVViShares Core S&P 500 ETF$11.0M0.76%18,684CommonSOLE
11135F101AVGOBroadcom Inc$10.5M0.73%45,356CommonSOLE
464287150ITOTiShares Core S&P Total US Stock Market ETF$10.3M0.71%79,803CommonSOLE
922908769VTIVanguard Total Stock Market ETF$9.1M0.63%31,299CommonSOLE
46982L108JJacobs Solutions Inc$8.9M0.62%66,791CommonSOLE
78462F103SPYS&P 500 Index$8.4M0.58%14,284CommonSOLE
N07059210ASMLASML Holding$8.3M0.57%11,937CommonSOLE
78464A409SPYGS&P 500 Growth ETF$7.9M0.54%89,892CommonSOLE
92206C870VCITVanguard Intermediate Fund$7.5M0.51%92,911CommonSOLE
902494103TSNTyson Foods Inc$6.5M0.45%113,335CommonSOLE
436893200HOMBHomebanc Shares Inc$6.1M0.42%214,684CommonSOLE
921932703VOOVS&P 500 Value ETF$4.5M0.31%24,446CommonSOLE
46137V241SPHQInvesco S&P 500 Quality ETF$2.9M0.20%42,526CommonSOLE
30231G102XOMExxon Mobil Corp$2.6M0.18%24,365CommonSOLE
888787108TOSTToast Inc$2.5M0.17%68,300CommonSOLE
437076102HDHome Depot Inc$2.4M0.17%6,259CommonSOLE
863667101SYKStryker Corp$2.4M0.16%6,552CommonSOLE
464288158SUBiShares Short-Term Muni Bond ETF$2.2M0.15%21,067CommonSOLE
78463X509SPEMSPDR Emerging Markets ETF$2.0M0.14%51,109CommonSOLE
025816109AXPAmerican Express Co$1.8M0.12%5,999CommonSOLE
46432F834IXUSiShares Core MSCI Total International Stock ETF$1.7M0.12%25,944CommonSOLE
G0403H108AONAon PLC$1.6M0.11%4,396CommonSOLE
580135101MCDMcDonald's Corp$1.5M0.10%5,222CommonSOLE
464287614IWFiShares Russell 1000 Growth ETF$1.5M0.10%3,769CommonSOLE
29364G103ETREntergy Corp New Com$1.5M0.10%19,844CommonSOLE
46434V456IQLTiShares MSCI International Quality ETF$1.4M0.10%38,533CommonSOLE
548661107LOWLowe's Cos Inc$1.4M0.09%5,478CommonSOLE
06417N103OZKBank of the Ozarks Inc$1.3M0.09%29,477CommonSOLE
921937827BSVVanguard Short-Term Bond ETF$1.2M0.08%15,743CommonSOLE
47804J206JHMMJohn Hancock Mid Cap ETF$1.1M0.08%18,625CommonSOLE
478160104JNJJohnson & Johnson$1.1M0.08%7,553CommonSOLE
808524508SCHMSchwab U.S. Mid-Cap ETF$1.1M0.07%38,541CommonSOLE
808513105SCHWCharles Schwab Corp$1.1M0.07%14,398CommonSOLE
46434V621DGROiShares Core Dividend Growth ETF$1.1M0.07%17,257CommonSOLE
68389X105ORCLOracle Corp$954,9840.07%5,731CommonSOLE
742718109PGProcter & Gamble Co$953,6070.07%5,688CommonSOLE
97717X669DGRWWisdomtree Us Quality Dividend Growth Fund$929,8050.06%11,489CommonSOLE
91324P102UNHUnitedHealth Group Inc$903,8830.06%1,787CommonSOLE
166764100CVXChevron Corp$846,2390.06%5,843CommonSOLE
464287309IVWiShares S&P 500 Growth ETF$810,6160.06%7,984CommonSOLE
92206C409VCSHVanguard Short-term Corporate Bond ETF$796,8950.05%10,215CommonSOLE
464287408IVEiShares S&P 500 Value ETF$718,2810.05%3,763CommonSOLE
084670108BRK/ABerkshire Hathaway Inc Cl A$680,9200.05%1CommonSOLE
921946406VYMVanguard High Dividend Yield ETF$670,2350.05%5,253CommonSOLE
532457108LLYEli Lilly & Co$666,2360.05%863CommonSOLE
459200101IBMInternational Business Machines$597,4980.04%2,718CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$594,6380.04%3,212CommonSOLE
17275R102CSCOCisco Systems Inc$587,0270.04%9,916CommonSOLE
7591EP100RFRegions Financial Corp$576,7100.04%24,520CommonSOLE
808524300SCHGU.S. Large-Cap Growth ETF$571,4190.04%20,503CommonSOLE
097023105BABoeing Co$560,2050.04%3,165CommonSOLE
464287671IUSGiShares Core S&P U.S. Growth ETF$552,9410.04%3,968CommonSOLE
46436E718SGOViShares 0-3 Month Treasury ETF$548,0480.04%5,463CommonSOLE
464287622IWBiShares Russell 1000 ETF$538,9740.04%1,673CommonSOLE
808524409SCHVU.S. Large-Cap Value ETF$533,2100.04%20,453CommonSOLE
907818108UNPUnion Pacific Corp$516,5860.04%2,265CommonSOLE
754907103RYNRayonier Inc COM$511,7430.04%19,607CommonSOLE
697435105PANWPalo Alto Networks Inc$510,9440.04%2,808CommonSOLE
46432F859ISTBiShares 1-5 Year Bond ETF$504,4630.03%10,560CommonSOLE
46429B697USMVISHARES MSCI USA MIN VOL FACTOR ETF$496,2470.03%5,589CommonSOLE
254687106DISWalt Disney Co$485,8570.03%4,363CommonSOLE
060505104BACBank of America Corp$484,7940.03%11,031CommonSOLE
921908844VIGVanguard Dividend Index Fund$472,2820.03%2,412CommonSOLE
219350105GLWCorning Inc$450,3360.03%9,477CommonSOLE
922908629VOVanguard Mid-Cap Index Fund$396,9330.03%1,503CommonSOLE
808524805SCHFSchwab Intl Equity ETF$393,7360.03%21,283CommonSOLE
02079K305GOOGLAlphabet Inc$388,2540.03%2,051CommonSOLE
75513E101RTXRaytheon Technologies Corp$373,4200.03%3,227CommonSOLE
66987V109NVSNovartis AG$370,7510.03%3,810CommonSOLE
921946794VYMIVanguard International Dividend ETF$367,7060.03%5,417CommonSOLE
57636Q104MAMastercard Incorporated Cl A$364,4660.03%692CommonSOLE
64110L106NFLXNetflix Inc Com$359,2020.02%403CommonSOLE
20825C104COPConocoPhillips$343,7800.02%3,467CommonSOLE
87151X101SYMSymbotic Inc$337,0850.02%14,217CommonSOLE
032654105ADIAnalog Devices Inc$301,7980.02%1,420CommonSOLE
92204A702VGTVanguard Information Technology Index Fund$300,7840.02%484CommonSOLE
03769M106APOApollo Global Mgmt Inc Com Cl A$297,2880.02%1,800CommonSOLE
922908744VTVVanguard Value Index Fund$290,0900.02%1,713CommonSOLE
46432F339QUALISHARES MSCI USA QUALITY FACTOR ETF$286,8870.02%1,611CommonSOLE
713448108PEPPepsiCo Inc$273,0170.02%1,795CommonSOLE
949746101WMT2Wells Fargo & Co$271,2110.02%3,861CommonSOLE
464287663IUSViShares Core S&P U.S. Value Etf$268,3830.02%2,899CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$258,5970.02%52CommonSOLE
G29183103ETNEaton Corp$255,5400.02%770CommonSOLE
337738108FISVFiserv Inc$244,2440.02%1,189CommonSOLE
09260D107BXBlackstone Group LP$238,8020.02%1,385CommonSOLE
G54950103LINLinde PLC$238,6420.02%570CommonSOLE
780259305SHELRoyal Dutch Shell PLC$228,1710.02%3,642CommonSOLE
74624M102PPure Storage Inc Cl A$224,2200.02%3,650CommonSOLE
03073E105CORAmerisourceBergen Corp$204,6240.01%911CommonSOLE
94106L109WMWaste Mgmt Inc$204,2110.01%1,012CommonSOLE
96145W103WESTWestrock Coffee Co Com$176,8900.01%27,553CommonSOLE
105230106BOFBranchout Food Inc Com$164,2620.01%94,949CommonSOLE
84920Y106SPWHSportsman Whse Holdings$85,1600.01%31,895CommonSOLE
06690B107PNSTQPinstripes Holdings Inc. CL A$10,0440.00%25,428CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.