Sponsored

The Analysis of GREENWOOD GEARHART LLC's Holdings & P&L

Currently, GREENWOOD GEARHART LLC holds 134 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in VXUS (+448.9K shares, valued at $34.6M), CRM (+76.8K shares, valued at $14.3M), JPST (+151.7K shares, valued at $7.7M); decreased their positions in SCHX (-1.2M shares, valued at $31.4M), VTI (-29.0K shares, valued at $9.3M), CAT (-12.6K shares, valued at $8.9M); initiated new positions in EFA (+16.8K shares, valued at $1.6M), EPD (+22.5K shares, valued at $851.9K), IWP (+6.3K shares, valued at $803.6K).

1M P&L

+41.0M+2.63%

3M P&L

+12.7M+0.80%

HY P&L

+92.0M+6.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A996.5M

68.0%

2Discount Stores71.3M

4.9%

3Consumer Electronics57.5M

3.9%

Top Industries by Stock Count

1N/A47 stocks

38.8%

2Banks - Regional5 stocks

4.1%

3Drug Manufacturers - General4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS277.3K shares4.49%2026-03-312026-05-07

VXUS VANGUARD STAR FDS1.4M shares45.76%2026-03-312026-05-07

IGIB ISHARES TR1.7M shares6.70%2026-03-312026-05-07

SCHX SCHWAB STRATEGIC TR3.5M shares-25.82%2026-03-312026-05-07

JPST J P MORGAN EXCHANGE TRADED F1.7M shares9.56%2026-03-312026-05-07

IEF ISHARES TR798.9K shares9.55%2026-03-312026-05-07

WMT WALMART INC574.1K shares-2.91%2026-03-312026-05-07

XLV SELECT SECTOR SPDR TR462.5K shares3.14%2026-03-312026-05-07

Sponsored

AAPL APPLE INC226.4K shares3.53%2026-03-312026-05-07

IGSB ISHARES TR985.5K shares6.08%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR86.7K shares3.77%2026-03-312026-05-07

NVDA NVIDIA CORPORATION281.8K shares5.53%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS748.7K shares2.85%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T241.9K shares4.17%2026-03-312026-05-07

ALPHABET INC ALPHABET INC161.6K shares2.33%2026-03-312026-05-07

IWM ISHARES TR172.7K shares4.81%2026-03-312026-05-07

Sponsored

JBHT HUNT J B TRANS SVCS INC198.3K shares-1.76%2026-03-312026-05-07

IJH ISHARES TR612.9K shares5.44%2026-03-312026-05-07

XLI SELECT SECTOR SPDR TR252.8K shares2.46%2026-03-312026-05-07

MSFT MICROSOFT CORP106.7K shares5.28%2026-03-312026-05-07

SOXX ISHARES TR117.4K shares-0.14%2026-03-312026-05-07

XLP SELECT SECTOR SPDR TR463.6K shares2.18%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL65.9K shares4.95%2026-03-312026-05-07

VDE VANGUARD WORLD FD181.7K shares3.45%2026-03-312026-05-07

Sponsored

AMZN AMAZON COM INC128.0K shares4.21%2026-03-312026-05-07

XLF SELECT SECTOR SPDR TR509.5K shares9.98%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO70.7K shares4.79%2026-03-312026-05-07

XLU SELECT SECTOR SPDR TR436.2K shares4.63%2026-03-312026-05-07

META META PLATFORMS INC30.3K shares3.21%2026-03-312026-05-07

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL184.7K shares5.02%2026-03-312026-05-07

CAT CATERPILLAR INC21.5K shares-36.99%2026-03-312026-05-07

VTI VANGUARD INDEX FDS46.3K shares-38.51%2026-03-312026-05-07

Sponsored

BROADCOM INC BROADCOM INC47.9K shares5.19%2026-03-312026-05-07

VNQ VANGUARD INDEX FDS165.5K shares3.73%2026-03-312026-05-07

CRM SALESFORCE INC77.6K shares8852.94%2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC84.0K shares53.38%2026-03-312026-05-07

TSLA TESLA INC34.6K shares1.63%2026-03-312026-05-07

KKR & CO INC KKR & CO INC119.8K shares7.97%2026-03-312026-05-07

AXP AMERICAN EXPRESS CO36.0K shares8.06%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T16.1K shares3.25%2026-03-312026-05-07

Sponsored

J JACOBS SOLUTIONS INC80.6K shares6.14%2026-03-312026-05-07

V VISA INC31.2K shares10.32%2026-03-312026-05-07

IVV ISHARES TR13.6K shares15.70%2026-03-312026-05-07

TSN TYSON FOODS INC135.5K shares-0.25%2026-03-312026-05-07

NFLX NETFLIX INC.85.0K shares6.72%2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS88.3K shares-1.85%2026-03-312026-05-07

VGT VANGUARD WORLD FD10.4K shares-45.01%2026-03-312026-05-07

HOMB HOME BANCSHARES INC213.0K shares0.00%2026-03-312026-05-07

Sponsored

ITOT ISHARES TR39.3K shares-23.65%2026-03-312026-05-07

SPYG SPDR SERIES TRUST40.2K shares-7.18%2026-03-312026-05-07

XOM EXXON MOBIL CORP21.2K shares1.06%2026-03-312026-05-07

WFC WELLS FARGO & CO41.9K shares5.01%2026-03-312026-05-07

ETR ENTERGY CORP NEW21.8K shares-9.29%2026-03-312026-05-07

SMH VANECK ETF TRUST4.5K shares-22.05%2026-03-312026-05-07

EFA ISHARES TR16.8K sharesnew addition2026-03-312026-05-07

IVE ISHARES TR7.7K shares20.41%2026-03-312026-05-07

Sponsored

SUB ISHARES TR15.0K shares0.00%2026-03-312026-05-07

IVW ISHARES TR14.0K shares24.89%2026-03-312026-05-07

CVX CHEVRON CORPORATION7.3K shares85.35%2026-03-312026-05-07

MCD MCDONALDS CORP4.5K shares12.37%2026-03-312026-05-07

SCHG SCHWAB STRATEGIC TR47.7K shares107.09%2026-03-312026-05-07

HD HOME DEPOT INC4.1K shares5.07%2026-03-312026-05-07

OZK BANK OZK LITTLE ROCK ARK29.6K shares-0.27%2026-03-312026-05-07

IWF ISHARES TR3.0K shares-7.09%2026-03-312026-05-07

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T16.5K shares-14.26%2026-03-312026-05-07

SYK STRYKER CORPORATION3.7K shares-7.25%2026-03-312026-05-07

EVLV EVOLV TECHNOLOGIES HLDNGS IN200.0K shares0.00%2026-03-312026-05-07

TOST TOAST INC42.7K shares0.00%2026-03-312026-05-07

SCHM SCHWAB STRATEGIC TR35.7K shares141.71%2026-03-312026-05-07

IQLT ISHARES TR21.8K shares-2.07%2026-03-312026-05-07

ALPHABET INC ALPHABET INC3.3K shares115.59%2026-03-312026-05-07

DGRW WISDOMTREE TR10.0K shares-3.42%2026-03-312026-05-07

Sponsored

EPD ENTERPRISE PRODS PARTNERS L22.5K sharesnew addition2026-03-312026-05-07

JNJ JOHNSON & JOHNSON3.5K shares-9.41%2026-03-312026-05-07

IWP ISHARES TR6.3K sharesnew addition2026-03-312026-05-07

RTX RTX CORPORATION4.0K shares16.56%2026-03-312026-05-07

LOW LOWES COS INC3.2K shares-11.04%2026-03-312026-05-07

SYM SYMBOTIC INC14.2K shares0.00%2026-03-312026-05-07

LLY ELI LILLY & CO776 shares-1.27%2026-03-312026-05-07

SCHV SCHWAB STRATEGIC TR22.8K shares2.24%2026-03-312026-05-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.8K shares10.60%2026-03-312026-05-07

VBR VANGUARD INDEX FDS3.1K sharesnew addition2026-03-312026-05-07

GLW CORNING INC4.9K shares0.00%2026-03-312026-05-07

RF REGIONS FINANCIAL CORP NEW24.5K shares0.00%2026-03-312026-05-07

SGOV ISHARES TR6.2K shares2.05%2026-03-312026-05-07

VOT VANGUARD INDEX FDS2.2K sharesnew addition2026-03-312026-05-07

IWB ISHARES TR1.5K shares0.00%2026-03-312026-05-07

SCHF SCHWAB STRATEGIC TR21.9K shares-1.56%2026-03-312026-05-07

Sponsored

BA BOEING CO2.6K shares7.97%2026-03-312026-05-07

PG PROCTER & GAMBLE CO3.5K shares-37.56%2026-03-312026-05-07

IJR ISHARES TR3.9K sharesnew addition2026-03-312026-05-07

AON PLC AON PLC1.5K shares-21.88%2026-03-312026-05-07

ENB ENBRIDGE INC8.2K sharesnew addition2026-03-312026-05-07

ORCL ORACLE CORP2.7K shares-6.12%2026-03-312026-05-07

SAR SARATOGA INVT CORP17.8K sharesnew addition2026-03-312026-05-07

BAC BANK AMERICA CORP7.9K shares-2.82%2026-03-312026-05-07

Sponsored

IUSG ISHARES TR2.4K shares-17.06%2026-03-312026-05-07

VWO VANGUARD INTL EQUITY INDEX F6.5K sharesnew addition2026-03-312026-05-07

COP CONOCOPHILLIPS2.6K sharesnew addition2026-03-312026-05-07

AMGN AMGEN INC958 shares27.39%2026-03-312026-05-07

PSX PHILLIPS 661.8K sharesnew addition2026-03-312026-05-07

LINDE PLC LINDE PLC646 sharesnew addition2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC6.3K sharesnew addition2026-03-312026-05-07

PEP PEPSICO INC1.8K shares19.00%2026-03-312026-05-07

Sponsored

IXUS ISHARES TR3.2K shares-7.76%2026-03-312026-05-07

EATON CORP PLC EATON CORP PLC758 shares0.00%2026-03-312026-05-07

SLF SUN LIFE FINANCIAL INC.4.1K sharesnew addition2026-03-312026-05-07

GAIN GLADSTONE INVT CORP17.9K sharesnew addition2026-03-312026-05-07

SGU STAR GROUP LP20.5K sharesnew addition2026-03-312026-05-07

WEST WESTROCK COFFEE CO58.2K shares-0.51%2026-03-312026-05-07

TRP TC ENERGY CORP3.9K sharesnew addition2026-03-312026-05-07

STEW SRH TOTAL RETURN FUND INC14.1K shares0.00%2026-03-312026-05-07

Sponsored

PEBO PEOPLES BANCORP INC7.3K sharesnew addition2026-03-312026-05-07

VOOV VANGUARD ADMIRAL FDS INC1.2K shares-3.81%2026-03-312026-05-07

CAVA CAVA GROUP INC2.9K sharesnew addition2026-03-312026-05-07

VLY VALLEY NATL BANCORP19.0K sharesnew addition2026-03-312026-05-07

PFLT PENNANTPARK FLOATING RATE CA29.0K sharesnew addition2026-03-312026-05-07

UNP UNION PAC CORP961 shares0.00%2026-03-312026-05-07

EBF ENNIS INC10.5K sharesnew addition2026-03-312026-05-07

MA MASTERCARD INCORPORATED448 sharesnew addition2026-03-312026-05-07

Sponsored

RYN RAYONIER INC10.8K shares0.00%2026-03-312026-05-07

VLO VALERO ENERGY CORP900 sharesnew addition2026-03-312026-05-07

NDAQ NASDAQ INC2.6K sharesnew addition2026-03-312026-05-07

BMO BANK MONTREAL MEDIUM1.6K sharesnew addition2026-03-312026-05-07

AEP AMERICAN ELEC PWR CO INC1.7K sharesnew addition2026-03-312026-05-07

BHP BHP BILLITON LIMITED3.0K sharesnew addition2026-03-312026-05-07

PSTG EVERPURE INC3.6K shares0.00%2026-03-312026-05-07

ROK ROCKWELL AUTOMATION INC600 shares0.00%2026-03-312026-05-07

Sponsored

ABBV ABBVIE INC978 sharesnew addition2026-03-312026-05-07

NATIONAL GRID PLC NATIONAL GRID PLC2.4K sharesnew addition2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC1.0K shares0.00%2026-03-312026-05-07

CCJ CAMECO CORP1.9K sharesnew addition2026-03-312026-05-07

SPWH SPORTSMANS WHSE HLDGS INC82.7K shares0.00%2026-03-312026-05-07

NAVI NAVIENT CORPORATION10.3K sharesnew addition2026-03-312026-05-07

VANGUARD INDEX FDS

4.49%

Shares277.3K

Event2026-03-31

Filed2026-05-07

VXUS

VANGUARD STAR FDS

45.76%

Shares1.4M

Event2026-03-31

Filed2026-05-07

IGIB

ISHARES TR

6.70%

Shares1.7M

Event2026-03-31

Filed2026-05-07

SCHX

SCHWAB STRATEGIC TR

-25.82%

Shares3.5M

Event2026-03-31

Filed2026-05-07

JPST

J P MORGAN EXCHANGE TRADED F

9.56%

Shares1.7M

Event2026-03-31

Filed2026-05-07

IEF

ISHARES TR

9.55%

Shares798.9K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

-2.91%

Shares574.1K

Event2026-03-31

Filed2026-05-07

XLV

SELECT SECTOR SPDR TR

3.14%

Shares462.5K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

3.53%

Shares226.4K

Event2026-03-31

Filed2026-05-07

IGSB

ISHARES TR

6.08%

Shares985.5K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

3.77%

Shares86.7K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

5.53%

Shares281.8K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

2.85%

Shares748.7K

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

4.17%

Shares241.9K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

2.33%

Shares161.6K

Event2026-03-31

Filed2026-05-07

IWM

ISHARES TR

4.81%

Shares172.7K

Event2026-03-31

Filed2026-05-07

JBHT

HUNT J B TRANS SVCS INC

-1.76%

Shares198.3K

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

5.44%

Shares612.9K

Event2026-03-31

Filed2026-05-07

XLI

SELECT SECTOR SPDR TR

2.46%

Shares252.8K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

5.28%

Shares106.7K

Event2026-03-31

Filed2026-05-07

SOXX

ISHARES TR

-0.14%

Shares117.4K

Event2026-03-31

Filed2026-05-07

XLP

SELECT SECTOR SPDR TR

2.18%

Shares463.6K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

4.95%

Shares65.9K

Event2026-03-31

Filed2026-05-07

VDE

VANGUARD WORLD FD

3.45%

Shares181.7K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

4.21%

Shares128.0K

Event2026-03-31

Filed2026-05-07

XLF

SELECT SECTOR SPDR TR

9.98%

Shares509.5K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

4.79%

Shares70.7K

Event2026-03-31

Filed2026-05-07

XLU

SELECT SECTOR SPDR TR

4.63%

Shares436.2K

Event2026-03-31

Filed2026-05-07