MondegarAI
Arvest Bank Trust Division

Q3 2024 · 13F-HR

Arvest Bank Trust Divisionholdings as filed

Filed 2024-11-25 · accession 0001625959-24-000002

$1.74B
Reported value
172
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$137.0M7.90%240,545CommonSOLE
464287465EFAISHARES TR$119.2M6.87%1,425,565CommonSOLE
464287200IVVISHARES TR$102.0M5.88%176,837CommonSOLE
464287655IWMISHARES TR$69.9M4.03%316,375CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$58.9M3.39%1,115,302CommonSOLE
464287309IVWISHARES TR$57.0M3.28%594,994CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$54.5M3.14%95,060CommonSOLE
92107P889EMRZXVANECK FDS$48.6M2.80%3,040,490CommonSOLE
381430206GEMGOLDMAN SACHS ETF TR$42.7M2.46%1,216,979CommonSOLE
56167N720MANAGED PORTFOLIO SERIES$42.4M2.44%1,351,790CommonSOLE
037833100AAPLAPPLE INC$35.4M2.04%151,860CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$31.7M1.83%177,007CommonSOLE
90470K321DALCXUNIFIED SER TR$30.6M1.76%1,111,888CommonSOLE
552966806MIEIXMFS INSTL TR$26.6M1.53%713,131CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$26.4M1.52%125,359CommonSOLE
90386H180WWSYXADVISORS INNER CIRCLE FD$25.6M1.48%1,165,828CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$24.2M1.39%718,798CommonSOLE
548661107LOWLOWES COS INC$23.9M1.38%88,206CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$23.2M1.34%484,938CommonSOLE
464288273SCZISHARES TR$22.6M1.30%334,072CommonSOLE
46090E103QQQINVESCO QQQ TR$21.6M1.24%44,184CommonSOLE
595112103MUMICRON TECHNOLOGY INC$21.4M1.23%206,402CommonSOLE
337738108FISVFISERV INC$21.4M1.23%119,062CommonSOLE
681919106OMCOMNICOM GROUP INC$21.2M1.22%204,965CommonSOLE
46266C105IQVIQVIA HLDGS INC$21.1M1.21%88,953CommonSOLE
369550108GDGENERAL DYNAMICS CORP$20.7M1.19%68,390CommonSOLE
46641Q191BBEUJ P MORGAN EXCHANGE TRADED F$20.1M1.16%322,764CommonSOLE
46432F842IEFAISHARES TR$19.7M1.14%252,819CommonSOLE
060505104BACBANK AMERICA CORP$18.6M1.07%467,955CommonSOLE
922908710VFIAXVANGUARD INDEX FDS$18.4M1.06%34,653CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$18.1M1.04%51,249CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$18.1M1.04%22,186CommonSOLE
00287Y109ABBVABBVIE INC$18.0M1.04%91,224CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$17.6M1.02%196,813CommonSOLE
907818108UNPUNION PAC CORP$16.7M0.96%67,672CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$16.3M0.94%69,810CommonSOLE
931142103WMTWALMART INC$16.2M0.94%200,961CommonSOLE
35473P744FLJPFRANKLIN TEMPLETON ETF TR$15.9M0.92%523,299CommonSOLE
17275R102CSCOCISCO SYS INC$15.6M0.90%293,766CommonSOLE
594918104MSFTMICROSOFT CORP$14.8M0.85%34,388CommonSOLE
609207105MDLZMONDELEZ INTL INC$14.6M0.84%197,881CommonSOLE
478160104JNJJOHNSON & JOHNSON$14.3M0.83%88,490CommonSOLE
717081103PFEPFIZER INC$14.0M0.81%485,143CommonSOLE
038222105AMATAPPLIED MATLS INC$13.5M0.78%66,781CommonSOLE
742718109PGPROCTER AND GAMBLE CO$13.1M0.76%75,650CommonSOLE
438516106HONHONEYWELL INTL INC$12.8M0.74%61,996CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$12.1M0.69%167,122CommonSOLE
40434L105HPQHP INC$11.7M0.68%327,445CommonSOLE
20825C104COPCONOCOPHILLIPS$11.5M0.67%109,697CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$11.3M0.65%73,285CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$11.2M0.65%113,487CommonSOLE
233331107DTEDTE ENERGY CO$10.3M0.60%80,507CommonSOLE
278865100ECLECOLAB INC$9.8M0.57%38,501CommonSOLE
278642103EBAYEBAY INC.$9.7M0.56%149,217CommonSOLE
375558103GILDGILEAD SCIENCES INC$9.7M0.56%115,226CommonSOLE
254687106DISDISNEY WALT CO$9.0M0.52%93,752CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$8.3M0.48%55,497CommonSOLE
91913Y100VLOVALERO ENERGY CORP$7.6M0.44%56,353CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$6.8M0.39%15,193CommonSOLE
02079K305GOOGLALPHABET INC$6.7M0.38%40,237CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$6.1M0.35%53,806CommonSOLE
921909404VSMGXVANGUARD STAR FDS$6.0M0.34%176,173CommonSOLE
78464A698KRESPDR SER TR$5.8M0.34%103,097CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.0M0.23%32,619CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.3M0.19%14,719CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.2M0.18%26,895CommonSOLE
023135106AMZNAMAZON COM INC$3.1M0.18%16,830CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.1M0.18%5,331CommonSOLE
58933Y105MRKMERCK & CO INC$3.0M0.17%26,072CommonSOLE
166764100CVXCHEVRON CORP NEW$2.9M0.17%19,630CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2.9M0.16%32,056CommonSOLE
024524167SMFYXAMERICAN BEACON FDS$2.8M0.16%73,382CommonSOLE
904767704UNILEVER PLC$2.8M0.16%42,419CommonSOLE
66987V109NVSNOVARTIS AG$2.7M0.15%23,246CommonSOLE
682680103OKEONEOK INC NEW$2.6M0.15%28,975CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.6M0.15%4,901CommonSOLE
464287507IJHISHARES TR$2.5M0.14%40,140CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$2.5M0.14%79,021CommonSOLE
882508104TXNTEXAS INSTRS INC$2.5M0.14%11,957CommonSOLE
580135101MCDMCDONALDS CORP$2.4M0.14%7,987CommonSOLE
219350105GLWCORNING INC$2.4M0.14%53,861CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.4M0.14%5,668CommonSOLE
922908629VOVANGUARD INDEX FDS$2.4M0.14%9,084CommonSOLE
35908Y807FMGIXFRONTIER FDS INC$2.4M0.14%128,032CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$2.4M0.14%161,989CommonSOLE
744320102PRUPRUDENTIAL FINL INC$2.3M0.13%18,944CommonSOLE
97717W109DTDWISDOMTREE TR$2.2M0.13%29,335CommonSOLE
55273H353MEIKXMFS SER TR I$2.2M0.13%40,898CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.1M0.12%15,301CommonSOLE
316069392FIKWXFIDELITY CHARLES STR TR$2.1M0.12%169,991CommonSOLE
018802108LNTALLIANT ENERGY CORP$2.1M0.12%33,987CommonSOLE
CS0001913JANNRENEE LLC IMA$2.0M0.12%1CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.0M0.11%45,836CommonSOLE
56170L208HRSMXMANAGER DIRECTED PORTFOLIOS$1.9M0.11%25,525CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.9M0.11%19,773CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.9M0.11%49,582CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.10%33,320CommonSOLE
87612E106TGTTARGET CORP$1.7M0.10%10,805CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$1.6M0.09%9,159CommonSOLE
02079K107GOOGALPHABET INC$1.5M0.08%8,817CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.4M0.08%4,904CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.08%2CommonSOLE
056823370BGIKXBAILLIE GIFFORD FDS$1.4M0.08%94,033CommonSOLE
244199105DEDEERE & CO$1.3M0.07%3,001CommonSOLE
05945F103BANFBANCFIRST CORP$1.2M0.07%11,585CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.07%1,973CommonSOLE
718546104PSXPHILLIPS 66$1.0M0.06%7,666CommonSOLE
546347105LPXLOUISIANA PAC CORP$999,8070.06%9,304CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$997,3460.06%29,455CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$895,0700.05%1,447CommonSOLE
437076102HDHOME DEPOT INC$839,5740.05%2,072CommonSOLE
30303M102METAMETA PLATFORMS INC$804,2780.05%1,405CommonSOLE
939330106AWSHXWASHINGTON MUT INVS FD$798,1750.05%12,395CommonSOLE
64110L106NFLXNETFLIX INC$784,4520.05%1,106CommonSOLE
969251636LCGJXWILLIAM BLAIR FDS$696,1890.04%23,136CommonSOLE
89154Q562TSEGXTOUCHSTONE STRATEGIC TR$610,6650.04%38,118CommonSOLE
149123101CATCATERPILLAR INC$610,1470.04%1,560CommonSOLE
922908686VSMAXVANGUARD INDEX FDS$577,4840.03%5,078CommonSOLE
94106L109WMWASTE MGMT INC DEL$561,7650.03%2,706CommonSOLE
922908645VIMAXVANGUARD INDEX FDS$544,6560.03%1,666CommonSOLE
88160R101TSLATESLA INC$539,4810.03%2,062CommonSOLE
02507H601ACFSXAMERICAN CENTY GROWTH FDS IN$529,1560.03%8,397CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$518,2200.03%450CommonSOLE
718172109PMPHILIP MORRIS INTL INC$501,7460.03%4,133CommonSOLE
921937686VSIAXVANGUARD BD INDEX FDS$490,1650.03%5,679CommonSOLE
532457108LLYELI LILLY & CO$468,6620.03%529CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$460,2210.03%932CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$444,8590.03%15,282CommonSOLE
256206103DODFXDODGE & COX FDS$438,8540.03%7,869CommonSOLE
314172560SVAIXFEDERATED HERMES EQUITY FDS$425,1120.02%67,478CommonSOLE
031162100AMGNAMGEN INC$407,9170.02%1,266CommonSOLE
315805234FZAOXFIDELITY ADVISOR SER I$406,1990.02%10,658CommonSOLE
093001543LCGFXBLAIR WILLIAM FDS$405,8450.02%13,487CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$394,4420.02%857CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$383,8630.02%433CommonSOLE
79466L302CRMSALESFORCE INC$379,9090.02%1,388CommonSOLE
75281Y206RFISXRANGER FDS TR$379,4610.02%21,390CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$359,0870.02%6,232CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$350,3730.02%918CommonSOLE
191216100KOCOCA COLA CO$349,2390.02%4,860CommonSOLE
922908751VBVANGUARD INDEX FDS$347,7490.02%1,466CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$345,4290.02%1,989CommonSOLE
4812A1464VGIIXJPMORGAN TR I$335,2280.02%3,904CommonSOLE
92826C839VVISA INC$328,8400.02%1,196CommonSOLE
464287887IJTISHARES TR$319,2920.02%2,289CommonSOLE
713448108PEPPEPSICO INC$310,6810.02%1,827CommonSOLE
921943809VTMGXVANGUARD TAX-MANAGED FDS$302,1250.02%17,803CommonSOLE
552985103MFEGXMFS SER TR II$285,4810.02%1,442CommonSOLE
11135F101AVGOBROADCOM INC$277,3800.02%1,608CommonSOLE
CS0001996REGENT CAPITAL CORPORATION$275,0000.02%2,500CommonSOLE
902494103TSNTYSON FOODS INC$269,9850.02%4,533CommonSOLE
922908660VIGAXVANGUARD INDEX FDS$267,2120.02%1,351CommonSOLE
68389X105ORCLORACLE CORP$267,1870.02%1,568CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$260,3730.02%530CommonSOLE
235851102DHRDANAHER CORPORATION$254,1100.01%914CommonSOLE
CS0002705THE VILLAGE LIMITED PARTNERS$250,0000.01%1CommonSOLE
65339F101NEENEXTERA ENERGY INC$248,9400.01%2,945CommonSOLE
863667101SYKSTRYKER CORPORATION$245,2950.01%679CommonSOLE
778296103ROSTROSS STORES INC$244,4280.01%1,624CommonSOLE
56166Y636MANAGED PORTFOLIO SERIES$243,6970.01%16,246CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$243,2590.01%944CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$222,7240.01%2,774CommonSOLE
30331J154FT$219,3240.01%18,135CommonSOLE
03073E105CORCENCORA INC$217,8770.01%968CommonSOLE
298706110FEUPXEUROPACIFIC GROWTH FD$216,9390.01%3,589CommonSOLE
921937694VMVAXVANGUARD BD INDEX FDS$212,0090.01%2,440CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$210,6320.01%1,643CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$205,9120.01%923CommonSOLE
670837103OGEOGE ENERGY CORP$204,2790.01%4,980CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$202,1880.01%746CommonSOLE
96145W103WESTWESTROCK COFFEE CO$114,6270.01%17,635CommonSOLE
27885K108ESFSECO SAFE SYS USA INC$020,000CommonNONE

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.