Heartwood Wealth Advisors LLC Purchases and Sells in Q3 2025

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q3 2025

Top Buys

Incresed Positions

84 operations
Stock Shares change Price Range Shares Held Trade History
359K
+ 977.78%
$24.11 - $24.94 $8.66M - $8.95M
396K $9.86M
2.53K
+ 0.72%
$285.05 - $309.14 $721K - $782K
355K $109M
3.11K
+ 0.9%
$237.58 - $259.17 $739K - $807K
349K $88.8M
1.1K
+ 0.17%
$36.45 - $50.4 $40.1K - $55.5K
635K $30.3M
10.7K
+ 0.7%
$30.13 - $33.37 $321K - $355K
1.54M $51.4M
12.6K
+ 1.77%
$47.78 - $52.76 $600K - $663K
724K $37.7M
View all

New Holdings

448 operations
Stock Shares change Price Range Shares Held Trade History
693K
New
$22.84 - $22.95 $15.8M - $15.9M
693K $15.9M
5.52K
New
$121.46 - $130.92 $670K - $722K
5.52K $718K
8.13K
New
$68.24 - $73.73 $555K - $599K
8.13K $597K
2.84K
New
$130.68 - $186.97 $370K - $530K
2.84K $517K
1.52K
New
$193.58 - $213.07 $294K - $323K
1.52K $317K
7.73K
New
$37.98 - $39.81 $293K - $308K
7.73K $300K
View all

Top Sells

Reduced Positions

26 operations
Stock Shares change Price Range Shares Held Trade History
-79.4K
- 81.12%
$106.17 - $107.3 $8.43M - $8.52M
18.5K $1.97M
-1.71K
- 35.44%
$171.0 - $196.23 $292K - $335K
3.11K $610K
-801
- 8.92%
$459.11 - $506.91 $368K - $406K
8.17K $4.11M
-8.39K
- 32.55%
$67.16 - $93.48 $563K - $784K
17.4K $1.62M
-2.39K
- 42.59%
$42.83 - $47.07 $102K - $112K
3.22K $147K
-1
- 0.07%
$915.95 - $994.57 $916 - $995
1.42K $1.31M
View all
Activity Summary
Buys All Purchases 532 New Holdings 448 Increased Positions 84 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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