Greenwood Gearhart Inc Portfolio Holdings

Greenwood Gearhart Inc

$1.18 Billion
Q3 2024

Greenwood Gearhart Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 107 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 $131M, Schwab Strategic Tr Us Large C with a value of $120M, Ishares Trust Ishares 5 10 Yea with a value of $59.1M, Apple Inc. with a value of $51.3M, and Microsoft Corp with a value of $44.2M.

Examining the 13F form we can see an increase of $136M in the current position value, from $1.04B to 1.18B.

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 $1.18 Billion

ETFs: $706 Million

Technology: $170 Million

Financial Services: $72.6 Million

Consumer Cyclical: $49.1 Million

Industrials: $43.4 Million

Communication Services: $43.1 Million

Consumer Defensive: $42.5 Million

Healthcare: $42.1 Million

Other: $6.54 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BYN Banyan Acquisition Corp Financial Services	$0	$0 0.0% of portfolio	25,428	Q1 2024 New

Summary

Portfolio
No. of Stocks 107
Current Value $1.18 Billion
Prior Value $1.04 Billion
Filing
Period Q3 2024
Filing Date November 14, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 6 stocks
Additional Purchases 49 stocks
Sold out of 0 stocks
Reduced holdings in 22 stocks

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Greenwood Gearhart Inc Portfolio Holdings