Heartwood Wealth Advisors LLC Purchases in Q4 2024

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
3.58K
+ 0.93%
$260.27 - $280.65 $933K - $1.01M
388K $105M
VB
Vanguard Small Cap ETF

ETFs
3.54K
+ 1.0%
$233.76 - $261.58 $827K - $926K
357K $85.8M
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
5.17K
+ 0.88%
$30.39 - $35.12 $157K - $182K
591K $19.1M
VONE
Vanguard Russell 1000 ETF

ETFs
910
+ 0.72%
$257.18 - $277.76 $234K - $253K
127K $34M
ILF
Ishares Latin America 40 ETF

ETFs
31K
New
$20.91 - $26.09 $648K - $809K
31K $648K
AMZN
Amazon Com Inc

Consumer Cyclical
523
+ 4.92%
$180.88 - $232.93 $94.6K - $122K
11.2K $2.45M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.19K
+ 1.05%
$104.59 - $118.05 $229K - $258K
211K $22.9M
VO
Vanguard Mid Cap ETF

ETFs
1.48K
+ 1.06%
$261.5 - $284.63 $386K - $420K
141K $37.3M
TSLA
Tesla, Inc.

Consumer Cyclical
771
New
$213.65 - $479.86 $165K - $370K
771 $311K
GOOG
Alphabet Inc.

Communication Services
61
+ 0.55%
$163.08 - $198.16 $9.95K - $12.1K
11.2K $2.14M
KKR
Kkr & Co. Inc.

Financial Services
1.67K
New
$129.87 - $162.87 $216K - $272K
1.67K $246K
WK
Workiva Inc

Technology
2K
New
$76.11 - $114.78 $152K - $230K
2K $219K
JPM
Jpmorgan Chase & CO

Financial Services
28
+ 0.41%
$205.18 - $250.29 $5.75K - $7.01K
6.94K $1.66M
NVDA
Nvidia Corp

Technology
410
+ 4.48%
$117.0 - $148.88 $48K - $61K
9.56K $1.28M
AVGO
Broadcom Inc.

Technology
276
+ 18.04%
$159.67 - $250.0 $44.1K - $69K
1.81K $418K
CSCO
Cisco Systems, Inc.

Technology
28
+ 0.12%
$52.45 - $60.02 $1.47K - $1.68K
23.1K $1.37M
FISV
Fiserv Inc

Technology
1K
New
N/A
1K $125K
MGC
Vanguard Mega Cap ETF

ETFs
271
+ 2.68%
$204.21 - $220.18 $55.3K - $59.7K
10.4K $2.21M
WMT
Walmart Inc.

Consumer Defensive
360
+ 4.26%
$79.1 - $95.7 $28.5K - $34.5K
8.81K $795K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.13K
+ 0.81%
$126.68 - $134.74 $270K - $287K
266K $33.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.88%
$4100.99 - $5300.34 $4.1K - $5.3K
114 $566K
PANW
Palo Alto Networks Inc

Technology
2.3K
+ 108.09%
$181.96 - $405.9 $418K - $933K
4.42K $804K
SPY
Spdr S&P 500 ETF Trust

ETFs
38
+ 1.84%
$567.81 - $607.81 $21.6K - $23.1K
2.11K $1.23M
DIS
Walt Disney CO

Communication Services
70
+ 2.83%
$92.39 - $117.6 $6.47K - $8.23K
2.54K $283K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.17%
$873.59 - $994.69 $1.75K - $1.99K
1.18K $1.08M
META
Meta Platforms, Inc.

Communication Services
32
+ 3.44%
$554.08 - $632.68 $17.7K - $20.2K
962 $567K
MKL
Markel Corp

Financial Services
1
+ 0.52%
$1542.01 - $1785.11 $1.54K - $1.79K
195 $336K
ADP
Automatic Data Processing Inc

Industrials
15
+ 1.06%
$280.08 - $307.97 $4.2K - $4.62K
1.42K $416K
MA
Mastercard Inc

Financial Services
3
+ 0.61%
$491.3 - $536.15 $1.47K - $1.61K
491 $258K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
28
+ 4.24%
$563.99 - $620.12 $15.8K - $17.4K
689 $392K
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.1K
+ 200.0%
$22.4 - $68.28 $294K - $897K
19.7K $456K
VTI
Vanguard Total Stock Market Et

ETFs
14
+ 1.44%
$280.04 - $302.45 $3.92K - $4.23K
989 $286K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.89K
+ 200.0%
$22.01 - $66.82 $196K - $594K
13.3K $302K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.22K
+ 100.0%
$25.33 - $51.16 $132K - $267K
10.4K $269K
VT
Vanguard Total World Stk Index

ETFs
50
+ 2.18%
$117.09 - $123.07 $5.85K - $6.15K
2.34K $275K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
75
+ 1.52%
$113.92 - $127.38 $8.54K - $9.55K
5.02K $578K
Vanguard Intermediate Term Tax Exempt Bond ETF
447
+ 0.56%
N/A
80.5K $0
CLX
Clorox CO

Consumer Defensive
1
+ 0.05%
$156.51 - $169.74 $157 - $170
2.06K $334K
IBM
International Business Machines Corp

Technology
5
+ 0.08%
$204.9 - $238.04 $1.02K - $1.19K
5.91K $1.3M
SUB
Ishares Short Term National Mu

ETFs
547
+ 0.58%
$104.94 - $106.2 $57.4K - $58.1K
94.8K $10M
CVX
Chevron Corp

Energy
17
+ 0.27%
$141.15 - $162.53 $2.4K - $2.76K
6.2K $898K
KMB
Kimberly Clark Corp

Consumer Defensive
11
+ 0.72%
$130.37 - $146.09 $1.43K - $1.61K
1.53K $200K
UPS
United Parcel Service Inc

Industrials
14
+ 0.49%
$122.65 - $138.35 $1.72K - $1.94K
2.9K $365K
GD
General Dynamics Corp

Industrials
13
+ 1.45%
$260.28 - $314.03 $3.38K - $4.08K
909 $239K
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 0.79%
$385.02 - $431.37 $7.7K - $8.63K
2.56K $994K
MSFT
Microsoft Corp

Technology
81
+ 1.03%
$406.35 - $454.46 $32.9K - $36.8K
7.91K $3.33M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
36
+ 0.56%
$33.77 - $44.09 $1.22K - $1.59K
6.43K $218K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 0.2%
$442.29 - $483.08 $5.31K - $5.8K
6.04K $2.74M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 0.37%
$288.47 - $316.54 $4.04K - $4.43K
3.75K $1.09M
Activity Summary
Buys All Purchases 77 New Holdings 5 Increased Positions 72 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email