Heartwood Wealth Advisors LLC Incresed Positions in Q4 2025

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
11.7K
+ 105.41%
$278.39 - $304.13 $3.25M - $3.55M
22.7K $6.55M
VV
Vanguard Large Cap ETF

ETFs
3.15K
+ 0.89%
$301.9 - $317.98 $949K - $1M
358K $111M
VEA
Vanguard Ftse Developed Market

ETFs
9.69K
+ 1.09%
$59.18 - $62.09 $573K - $602K
901K $55.3M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
13.5K
+ 1.87%
$49.98 - $53.0 $676K - $716K
737K $38.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.69K
+ 0.5%
$32.35 - $34.37 $249K - $264K
1.55M $52.4M
GOOGL
Alphabet Inc.

Communication Services
1.56K
+ 16.48%
$236.57 - $291.31 $370K - $456K
11.1K $3.05M
IDV
Ishares Tr

ETFs
10.5K
+ 6.44%
$35.91 - $38.56 $379K - $407K
174K $6.66M
AVGO
Broadcom Inc.

Technology
1.69K
+ 96.9%
$324.63 - $385.98 $548K - $651K
3.43K $1.17M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.41K
+ 7.44%
$82.92 - $88.2 $365K - $389K
63.6K $5.57M
NVDA
Nvidia Corp

Technology
2.97K
+ 48.19%
$179.83 - $207.04 $535K - $616K
9.15K $1.71M
AAPL
Apple Inc.

Technology
621
+ 3.05%
$245.27 - $275.25 $152K - $171K
21K $5.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
641
+ 27.8%
$653.02 - $687.39 $419K - $441K
2.95K $1.96M
AMZN
Amazon Com Inc

Consumer Cyclical
1.06K
+ 9.7%
$213.04 - $254.0 $225K - $268K
12K $2.81M
AMGN
Amgen Inc

Healthcare
311
+ 6.31%
$290.13 - $341.71 $90.2K - $106K
5.24K $1.79M
MSFT
Microsoft Corp

Technology
966
+ 10.77%
$496.82 - $542.07 $480K - $524K
9.93K $5.04M
VUG
Vanguard Growth ETF

ETFs
487
+ 1.22%
$470.44 - $504.26 $229K - $246K
40.3K $19.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.16K
+ 1.99%
$99.87 - $101.27 $515K - $522K
265K $26.5M
XLY
Select Sector Spdr Consumer Di

ETFs
1.46K
+ 89.43%
$228.75 - $242.18 $335K - $355K
3.1K $715K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.1K
+ 2.17%
$22.88 - $22.95 $345K - $346K
708K $16.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.22K
+ 1.91%
$77.73 - $78.84 $328K - $332K
224K $17.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.23K
+ 2.07%
$110.58 - $112.2 $357K - $362K
159K $17.6M
SPTS
Spdr Portfolio Short Term Trea

ETFs
11.2K
+ 1.32%
$29.23 - $29.39 $328K - $330K
859K $25.1M
PANW
Palo Alto Networks Inc

Technology
1.29K
+ 29.43%
$204.77 - $221.38 $263K - $284K
5.65K $1.16M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.64K
+ 4.4%
$52.54 - $55.77 $191K - $203K
86.3K $4.73M
VBR
Vanguard Small Cap Value ETF

ETFs
1.45K
+ 9.46%
$201.42 - $211.15 $291K - $305K
16.7K $3.44M
JNJ
Johnson & Johnson

Healthcare
388
+ 3.27%
$185.98 - $199.58 $72.2K - $77.4K
12.3K $2.44M
AMD
Advanced Micro Devices Inc

Technology
615
+ 73.65%
$164.01 - $264.33 $101K - $163K
1.45K $348K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.2K
+ 8.52%
$114.27 - $121.15 $252K - $267K
28K $3.27M
MRK
Merck & Co., Inc.

Healthcare
1.03K
+ 9.22%
$82.49 - $92.93 $85.1K - $95.9K
12.2K $1.14M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.56K
+ 1.15%
$105.91 - $113.18 $271K - $289K
225K $24.8M
KO
Coca Cola CO

Consumer Defensive
1.35K
+ 6.29%
$66.1 - $71.61 $89.1K - $96.5K
22.8K $1.61M
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
2.29K
+ 0.41%
$38.43 - $41.39 $88K - $94.8K
559K $21.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.66K
+ 0.41%
$49.98 - $50.59 $83.1K - $84.1K
406K $20.4M
IYE
Ishares Tr

ETFs
2.78K
+ 17.32%
$45.39 - $48.8 $126K - $135K
18.8K $917K
QQQ
Invesco Qqq Trust, Series 1

ETFs
226
+ 62.78%
$589.5 - $635.77 $133K - $144K
586 $353K
XOM
Exxon Mobil Corp

Energy
721
+ 7.95%
$110.64 - $119.78 $79.8K - $86.4K
9.79K $1.15M
ILF
Ishares Latin America 40 ETF

ETFs
2.58K
+ 10.86%
$27.22 - $31.12 $70.1K - $80.2K
26.3K $802K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.51K
+ 70.43%
$80.06 - $83.68 $121K - $126K
3.65K $292K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.91K
+ 2.43%
$110.25 - $112.92 $211K - $216K
80.6K $8.88M
GLD
Spdr Gold Trust

ETFs
4
+ 0.08%
$354.79 - $403.15 $1.42K - $1.61K
5.28K $1.98M
INDA
Ishares Msci India Index Fund

ETFs
1.45K
+ 14.65%
$52.3 - $55.29 $75.8K - $80.1K
11.3K $619K
PFE
Pfizer Inc

Healthcare
4.38K
+ 32.34%
$24.23 - $27.37 $106K - $120K
17.9K $449K
MCD
Mcdonalds Corp

Consumer Cyclical
306
+ 4.18%
$293.81 - $310.11 $89.9K - $94.9K
7.64K $2.33M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.02K
+ 0.51%
$24.85 - $25.28 $50.2K - $51.1K
398K $9.96M
WMT
Walmart Inc.

Consumer Defensive
925
+ 10.74%
$101.18 - $109.03 $93.6K - $101K
9.53K $981K
MGC
Vanguard Mega Cap ETF

ETFs
240
+ 2.44%
$239.57 - $253.74 $57.5K - $60.9K
10.1K $2.49M
CVX
Chevron Corp

Energy
613
+ 6.78%
$148.9 - $157.72 $91.3K - $96.7K
9.65K $1.49M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
479
+ 6.25%
$67.07 - $73.01 $32.1K - $35K
8.14K $583K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.29K
+ 3.4%
$44.68 - $47.47 $57.8K - $61.4K
39.3K $1.85M
Activity Summary
Buys All Purchases 97 New Holdings 1 Increased Positions 96 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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