Greenwood-Gearhart
AI_NATIVE detailed information: This accession holds the following tickers:[ "RF", "FWONK", "ACN", "GOOGL", "VDE", "AXP", "ASML", "CAT", "AVGO", "LOW", "WEST", "HD", "MCD", null, "UNP", "META", null, "IVW", "IJH", "BOF", "SYM", "MSFT", "IWD", "ORCL", null, "IWF", "PANW", "PEP", "IVV", null, "UNH", "AAPL", "SPY", "NVDA", "PG", "MRK", "AMGN", null, "SCHX", null, null, "RTX", null, "SPYG", "IBM", "SYK", "TSN", "VNQ", "HOMB", "VCIT", "VIG", "TOST", "IEF", null, null, "ETR", null, "RYN", "AON", null, "AMZN", "IVE", null, "VGT", "VOOV", "VXUS", "BSV", "VOO", "V", "WMT", "WFC", null, "IUSG", null, null, "SCHG", null, "SCHF", "JBHT", "IXUS", "SPWH", "BAC", "OZK", "BRK-B", "BA", "CVX", "CSCO", "GLW", "RSP", "J", "USMV", "IWB", "QQQ", "IWM", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 106
- Total Value
- 1445440912
- Accession Number
- 0001085146-25-002622
- Form Type
- 13F-HR
- Manager Name
- Greenwood-Gearhart
Data Enrichment
84% identified89 identified17 unidentified
Holdings
106 positions
Manager:
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46137V241
Shares:33.4K
Value:$2.2M
464288158
Shares:15.0K
Value:$1.6M
46434V456
Shares:33.8K
Value:$1.3M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Broadcom Inc.(AVGOcusip11135F101) | 45.3K | All Managers (Combined) | $7.6M | ||
91.3K | All Managers (Combined) | $7.5M | |||
26.0K | All Managers (Combined) | $7.2M | |||
110.6K | All Managers (Combined) | $7.1M | |||
81.3K | YoY NEW(+81.3K) | All Managers (Combined) | $6.5M | YoY NEW(+$6.5M) | |
213.9K | All Managers (Combined) | $6.0M | |||
33.0K | All Managers (Combined) | $2.8M | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 21.0K | All Managers (Combined) | $2.5M | ||
Toast, Inc.(TOSTcusip888787108) | 68.3K | QoQ 0.00% (-0) | All Managers (Combined) | $2.3M | |
(cusip46137V241)✕ | 33.4K | YoY NEW(+33.4K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
11.5K | YoY NEW(+11.5K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) | |
HOME DEPOT, INC.(HDcusip437076102) | 4.6K | All Managers (Combined) | $1.7M | ||
STRYKER CORP(SYKcusip863667101) | 4.6K | All Managers (Combined) | $1.7M | ||
(cusip464288158)✕ | 15.0K | YoY NEW(+15.0K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
5.6K | All Managers (Combined) | $1.5M | |||
MCDONALDS CORP(MCDcusip580135101) | 4.4K | All Managers (Combined) | $1.4M | ||
(cusip46434V456)✕ | 33.8K | YoY NEW(+33.8K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) |
3.7K | All Managers (Combined) | $1.3M | |||
28.8K | All Managers (Combined) | $1.3M | |||
17.8K | YoY NEW(+17.8K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) |