MondegarAI
Arvest Bank Trust Division

Q4 2024 · 13F-HR

Arvest Bank Trust Divisionholdings as filed

Filed 2025-02-13 · accession 0001625959-25-000001

$1.66B
Reported value
172
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$133.6M8.05%234,511CommonSOLE
464287465EFAISHARES TR$107.4M6.47%1,420,843CommonSOLE
464287200IVVISHARES TR$102.0M6.15%173,340CommonSOLE
464287655IWMISHARES TR$68.8M4.15%311,480CommonSOLE
464287309IVWISHARES TR$59.1M3.56%582,426CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$55.0M3.32%1,150,864CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$54.5M3.29%93,031CommonSOLE
56167N720MANAGED PORTFOLIO SERIES$46.0M2.78%1,350,689CommonSOLE
92107P889EMRZXVANECK FDS$43.5M2.62%3,071,395CommonSOLE
381430206GEMGOLDMAN SACHS ETF TR$39.0M2.35%1,222,522CommonSOLE
037833100AAPLAPPLE INC$37.7M2.27%150,446CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$31.5M1.90%179,730CommonSOLE
90470K321DALCXUNIFIED SER TR$30.1M1.82%1,175,337CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$29.3M1.77%122,310CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$25.6M1.54%718,166CommonSOLE
552966806MIEIXMFS INSTL TR$23.9M1.44%705,511CommonSOLE
337738108FISVFISERV INC$23.8M1.43%115,903CommonSOLE
90386H180WWSYXADVISORS INNER CIRCLE FD$23.4M1.41%1,157,854CommonSOLE
46090E103QQQINVESCO QQQ TR$22.0M1.33%43,086CommonSOLE
548661107LOWLOWES COS INC$21.3M1.28%86,205CommonSOLE
464288273SCZISHARES TR$20.5M1.24%338,202CommonSOLE
060505104BACBANK AMERICA CORP$20.1M1.21%457,426CommonSOLE
595112103MUMICRON TECHNOLOGY INC$19.3M1.16%229,033CommonSOLE
931142103WMTWALMART INC$18.3M1.10%202,533CommonSOLE
922908710VFIAXVANGUARD INDEX FDS$18.1M1.09%33,359CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$18.0M1.09%51,244CommonSOLE
46432F842IEFAISHARES TR$17.8M1.07%252,724CommonSOLE
681919106OMCOMNICOM GROUP INC$17.3M1.04%200,931CommonSOLE
46266C105IQVIQVIA HLDGS INC$17.1M1.03%87,145CommonSOLE
17275R102CSCOCISCO SYS INC$17.0M1.03%287,655CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$16.9M1.02%384,148CommonSOLE
369550108GDGENERAL DYNAMICS CORP$16.2M0.98%61,612CommonSOLE
00287Y109ABBVABBVIE INC$15.9M0.96%89,394CommonSOLE
512807306LRCXLAM RESEARCH CORP$15.6M0.94%216,228CommonSOLE
35473P744FLJPFRANKLIN TEMPLETON ETF TR$15.4M0.93%538,531CommonSOLE
907818108UNPUNION PAC CORP$15.1M0.91%66,381CommonSOLE
594918104MSFTMICROSOFT CORP$14.4M0.87%34,150CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$13.9M0.84%57,880CommonSOLE
46641Q191BBEUJ P MORGAN EXCHANGE TRADED F$13.8M0.83%248,291CommonSOLE
438516106HONHONEYWELL INTL INC$13.7M0.83%60,834CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$13.2M0.80%193,202CommonSOLE
717081103PFEPFIZER INC$12.6M0.76%476,705CommonSOLE
478160104JNJJOHNSON & JOHNSON$12.6M0.76%87,185CommonSOLE
742718109PGPROCTER AND GAMBLE CO$12.5M0.75%74,320CommonSOLE
609207105MDLZMONDELEZ INTL INC$11.6M0.70%194,178CommonSOLE
20825C104COPCONOCOPHILLIPS$10.7M0.65%108,142CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$10.7M0.64%163,796CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$10.5M0.63%76,526CommonSOLE
40434L105HPQHP INC$10.5M0.63%321,285CommonSOLE
78464A854SPYMSPDR SER TR$10.0M0.60%145,286CommonSOLE
375558103GILDGILEAD SCIENCES INC$9.9M0.60%107,616CommonSOLE
254687106DISDISNEY WALT CO$9.8M0.59%88,290CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$9.7M0.58%54,296CommonSOLE
233331107DTEDTE ENERGY CO$9.6M0.58%79,237CommonSOLE
278642103EBAYEBAY INC.$9.1M0.55%146,508CommonSOLE
464288182AAXJISHARES TR$8.9M0.54%122,993CommonSOLE
278865100ECLECOLAB INC$8.9M0.53%37,771CommonSOLE
038222105AMATAPPLIED MATLS INC$8.1M0.49%49,976CommonSOLE
02079K305GOOGLALPHABET INC$7.2M0.43%37,989CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$7.0M0.42%15,082CommonSOLE
91913Y100VLOVALERO ENERGY CORP$6.8M0.41%55,382CommonSOLE
381430503GSLCGOLDMAN SACHS ETF TR$6.2M0.38%54,214CommonSOLE
78464A698KRESPDR SER TR$5.8M0.35%95,713CommonSOLE
921909404VSMGXVANGUARD STAR FDS$5.5M0.33%176,007CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.1M0.31%38,269CommonSOLE
023135106AMZNAMAZON COM INC$3.7M0.22%17,004CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.1M0.19%14,203CommonSOLE
682680103OKEONEOK INC NEW$2.9M0.17%28,617CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.8M0.17%26,091CommonSOLE
024524167SMFYXAMERICAN BEACON FDS$2.8M0.17%73,854CommonSOLE
166764100CVXCHEVRON CORP NEW$2.8M0.17%19,170CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$2.6M0.16%161,997CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2.6M0.16%30,874CommonSOLE
219350105GLWCORNING INC$2.6M0.15%53,786CommonSOLE
58933Y105MRKMERCK & CO INC$2.5M0.15%25,154CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.4M0.14%4,932CommonSOLE
904767704UNILEVER PLC$2.3M0.14%40,974CommonSOLE
316069392FIKWXFIDELITY CHARLES STR TR$2.3M0.14%196,078CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.3M0.14%42,004CommonSOLE
580135101MCDMCDONALDS CORP$2.2M0.14%7,758CommonSOLE
744320102PRUPRUDENTIAL FINL INC$2.2M0.14%18,900CommonSOLE
882508104TXNTEXAS INSTRS INC$2.2M0.13%11,763CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$2.2M0.13%78,637CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$2.2M0.13%50,179CommonSOLE
66987V109NVSNOVARTIS AG$2.2M0.13%22,379CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.1M0.13%4,950CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$2.0M0.12%27,511CommonSOLE
55273H353MEIKXMFS SER TR I$2.0M0.12%41,909CommonSOLE
CS0001913JANNRENEE LLC IMA$2.0M0.12%1CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.0M0.12%16,020CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.0M0.12%45,994CommonSOLE
018802108LNTALLIANT ENERGY CORP$2.0M0.12%33,528CommonSOLE
56170L208HRSMXMANAGER DIRECTED PORTFOLIOS$1.9M0.12%25,730CommonSOLE
35908Y807FMGIXFRONTIER FDS INC$1.8M0.11%129,590CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.8M0.11%32,453CommonSOLE
02079K107GOOGALPHABET INC$1.7M0.10%9,055CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.6M0.09%48,536CommonSOLE
97717W109DTDWISDOMTREE TR$1.5M0.09%20,407CommonSOLE
87612E106TGTTARGET CORP$1.5M0.09%10,785CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.4M0.08%4,715CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$1.3M0.08%7,659CommonSOLE
056823370BGIKXBAILLIE GIFFORD FDS$1.3M0.08%100,392CommonSOLE
244199105DEDEERE & CO$1.2M0.07%2,933CommonSOLE
05945F103BANFBANCFIRST CORP$1.2M0.07%9,965CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.07%2,428CommonSOLE
30303M102METAMETA PLATFORMS INC$1.1M0.07%1,850CommonSOLE
922908629VOVANGUARD INDEX FDS$1.1M0.07%4,091CommonSOLE
64110L106NFLXNETFLIX INC$986,6910.06%1,107CommonSOLE
464287507IJHISHARES TR$962,4400.06%15,446CommonSOLE
88160R101TSLATESLA INC$934,8890.06%2,315CommonSOLE
922908363VOOVANGUARD INDEX FDS$886,8810.05%1,646CommonSOLE
718546104PSXPHILLIPS 66$871,1080.05%7,646CommonSOLE
939330106AWSHXWASHINGTON MUT INVS FD$798,5240.05%12,967CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$755,2480.05%1,493CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$737,6420.04%26,204CommonSOLE
546347105LPXLOUISIANA PAC CORP$735,6190.04%7,104CommonSOLE
G29183103ETNEATON CORP PLC$705,5550.04%2,126CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$680,9200.04%1CommonSOLE
969251636LCGJXWILLIAM BLAIR FDS$650,4570.04%22,177CommonSOLE
79466L302CRMSALESFORCE INC$628,5400.04%1,880CommonSOLE
922908645VIMAXVANGUARD INDEX FDS$598,7970.04%1,831CommonSOLE
02507H601ACFSXAMERICAN CENTY GROWTH FDS IN$593,8210.04%8,397CommonSOLE
89154Q562TSEGXTOUCHSTONE STRATEGIC TR$589,5890.04%41,029CommonSOLE
922908686VSMAXVANGUARD INDEX FDS$584,8990.04%5,078CommonSOLE
149123101CATCATERPILLAR INC$570,9840.03%1,574CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$569,1310.03%1,094CommonSOLE
437076102HDHOME DEPOT INC$550,4200.03%1,415CommonSOLE
718172109PMPHILIP MORRIS INTL INC$538,9270.03%4,478CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$497,6080.03%945CommonSOLE
11135F101AVGOBROADCOM INC$438,4090.03%1,891CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$421,8230.03%1,441CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$409,5720.02%447CommonSOLE
94106L109WMWASTE MGMT INC DEL$408,8260.02%2,026CommonSOLE
314172560SVAIXFEDERATED HERMES EQUITY FDS$397,0650.02%67,185CommonSOLE
92826C839VVISA INC$395,3660.02%1,251CommonSOLE
093001543LCGFXBLAIR WILLIAM FDS$394,7620.02%13,459CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$392,4120.02%1,987CommonSOLE
921937686VSIAXVANGUARD BD INDEX FDS$390,6140.02%4,586CommonSOLE
75281Y206RFISXRANGER FDS INVT TR$388,4450.02%21,390CommonSOLE
46434G103IEMGISHARES INC$370,0820.02%7,087CommonSOLE
532457108LLYELI LILLY & CO$366,7000.02%475CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$360,4830.02%304CommonSOLE
315805234FZAOXFIDELITY ADVISOR SER I$348,8560.02%10,658CommonSOLE
46641U564VGINXJPMORGAN TR I$323,2660.02%3,869CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$312,0550.02%918CommonSOLE
191216100KOCOCA COLA CO$299,0970.02%4,804CommonSOLE
031162100AMGNAMGEN INC$290,6130.02%1,115CommonSOLE
921943809VTMGXVANGUARD TAX-MANAGED FDS$273,4610.02%17,803CommonSOLE
552985103MFEGXMFS SER TR II$263,3930.02%1,442CommonSOLE
713448108PEPPEPSICO INC$261,9990.02%1,723CommonSOLE
922908660VIGAXVANGUARD INDEX FDS$261,0630.02%1,235CommonSOLE
902494103TSNTYSON FOODS INC$260,3750.02%4,533CommonSOLE
CS0001996REGENT CAPITAL CORPORATION$257,5000.02%2,500CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$255,1890.02%4,232CommonSOLE
778296103ROSTROSS STORES INC$251,2590.02%1,661CommonSOLE
CS0002705THE VILLAGE LIMITED PARTNERS$250,0000.02%1CommonSOLE
863667101SYKSTRYKER CORPORATION$244,4730.01%679CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$220,2670.01%422CommonSOLE
65339F101NEENEXTERA ENERGY INC$214,2090.01%2,988CommonSOLE
02209S103MOALTRIA GROUP INC$211,6170.01%4,047CommonSOLE
235851102DHRDANAHER CORPORATION$210,9560.01%919CommonSOLE
30331J154FT$210,6760.01%18,223CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$209,6300.01%1,643CommonSOLE
670837103OGEOGE ENERGY CORP$208,3120.01%5,050CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$205,9720.01%932CommonSOLE
921937694VMVAXVANGUARD BD INDEX FDS$204,4680.01%2,440CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$204,2470.01%8,684CommonSOLE
002824100ABTABBOTT LABS$203,0320.01%1,795CommonSOLE
56166Y636MANAGED PORTFOLIO SERIES$202,5930.01%16,246CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$202,3300.01%3,528CommonSOLE
96145W103WESTWESTROCK COFFEE CO$145,3160.01%22,635CommonSOLE
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.