Heartwood Wealth Advisors LLC Purchases in Q3 2024

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EWZ
Ishares Inc Msci Brazil ETF

ETFs
1.2K
+ 8.3%
$26.87 - $30.93 $32.1K - $37K
15.6K $459K
EWZS
Ishares Msci Brazil Small Cap

ETFs
3.26K
+ 11.99%
$11.52 - $13.22 $37.5K - $43K
30.4K $382K
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.09%
$143.3 - $157.24 $1K - $1.1K
7.47K $1.15M
AMGN
Amgen Inc

Healthcare
82
+ 2.17%
$309.38 - $337.38 $25.4K - $27.7K
3.85K $1.24M
IYE
Ishares Tr

ETFs
2.21K
+ 9.01%
$44.44 - $49.18 $98.2K - $109K
26.7K $1.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
60
+ 1.23%
$105.53 - $118.34 $6.33K - $7.1K
4.95K $578K
DOW
Dow Inc.

Basic Materials
564
+ 3.54%
$50.15 - $55.41 $28.3K - $31.3K
16.5K $900K
CMI
Cummins Inc

Industrials
3
+ 0.3%
$266.63 - $326.4 $800 - $979
1K $324K
PCEF
Invesco Cef Income Composite E

ETFs
800
+ 2.34%
$18.24 - $19.71 $14.6K - $15.8K
35K $689K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
561
+ 9.61%
$56.04 - $62.99 $31.4K - $35.3K
6.4K $390K
VT
Vanguard Total World Stk Index

ETFs
135
+ 6.26%
$107.72 - $119.96 $14.5K - $16.2K
2.29K $274K
URA
Global X Uranium ETF

ETFs
7.87K
+ 1.37%
$23.18 - $31.26 $182K - $246K
581K $16.6M
XOM
Exxon Mobil Corp

Energy
30
+ 0.29%
$109.72 - $119.0 $3.29K - $3.57K
10.2K $1.2M
VTI
Vanguard Total Stock Market Et

ETFs
23
+ 2.42%
$255.18 - $283.2 $5.87K - $6.51K
975 $276K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1
+ 0.02%
$60.84 - $67.51 $60.8 - $67.5
4.88K $329K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.26K
+ 2.11%
$44.66 - $49.15 $56.4K - $62.1K
61.3K $2.89M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
12
+ 2.26%
$460.0 - $505.78 $5.52K - $6.07K
544 $253K
Vanguard Intermediate Term Tax Exempt Bond ETF
80K
New
N/A
80K $0
CVX
Chevron Corp

Energy
263
+ 4.44%
$137.88 - $161.97 $36.3K - $42.6K
6.19K $910K
AMZN
Amazon Com Inc

Consumer Cyclical
190
+ 1.82%
$161.02 - $200.0 $30.6K - $38K
10.6K $1.98M
Activity Summary
Buys All Purchases 71 New Holdings 8 Increased Positions 63 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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