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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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
PEPSICO INC(PEPcusip713448108) | 1.6K | YoY NEW(+1.6K) | All Managers (Combined) | $232.5K | YoY NEW(+$232.5K) |
961 | All Managers (Combined) | $227.0K | |||
Walt Disney Co(DIScusip254687106) | 2.3K | All Managers (Combined) | $226.8K | ||
Eaton Corp plc(ETNcusipG29183103) | 779 | QoQ +1.16% (-9)YoY -7.26% (-61) | All Managers (Combined) | $211.8K | |
27.6K | QoQ 0.00% (+0)YoY +1.10% (-300) | All Managers (Combined) | $198.9K | ||
31.9K | QoQ 0.00% (-0)YoY NEW(+31.9K) | All Managers (Combined) | $31.7K | YoY NEW(+$31.7K) |