Heartwood Wealth Advisors LLC Incresed Positions in Q3 2024

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
3K
+ 0.86%
$214.77 - $237.72 $645K - $714K
354K $83.9M
VV
Vanguard Large Cap ETF

ETFs
2.68K
+ 0.7%
$236.92 - $263.4 $636K - $707K
385K $101M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.98K
+ 0.54%
$41.22 - $51.19 $164K - $203K
734K $35.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.44K
+ 0.57%
$25.45 - $29.53 $215K - $249K
1.5M $43.8M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
9.27K
+ 1.33%
$44.56 - $50.18 $413K - $465K
704K $35.1M
VO
Vanguard Mid Cap ETF

ETFs
926
+ 0.67%
$237.84 - $263.83 $220K - $244K
140K $36.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7.75K
+ 4.75%
$127.29 - $141.5 $987K - $1.1M
171K $23.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.79K
+ 1.07%
$117.9 - $128.2 $328K - $357K
264K $33.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.88K
+ 0.91%
$95.81 - $109.03 $180K - $205K
209K $22.5M
VTV
Vanguard Value ETF

ETFs
587
+ 0.5%
$159.75 - $174.57 $93.8K - $102K
118K $20.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.22K
+ 1.02%
$24.86 - $26.33 $229K - $243K
917K $24M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.6K
+ 0.84%
$75.32 - $84.37 $120K - $135K
192K $16.1M
IBMP
Ishares Tr Ibonds December 202

ETFs
27.3K
+ 4.03%
$24.92 - $25.47 $680K - $695K
704K $17.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.1K
+ 3.12%
$49.93 - $51.15 $553K - $566K
366K $18.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.26K
+ 3.91%
$39.95 - $45.86 $170K - $195K
113K $5.16M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.49K
+ 1.04%
$105.92 - $110.83 $157K - $165K
144K $15.9M
MUB
Ishares National Muni Bond ETF

ETFs
4.27K
+ 4.03%
$106.13 - $108.7 $453K - $464K
110K $12M
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.88K
+ 1.0%
$28.75 - $29.46 $226K - $232K
798K $23.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
880
+ 1.0%
$89.91 - $101.33 $79.1K - $89.2K
88.5K $8.68M
VUG
Vanguard Growth ETF

ETFs
186
+ 0.38%
$341.08 - $391.94 $63.4K - $72.9K
49K $18.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
738
+ 1.06%
$106.11 - $113.72 $78.3K - $83.9K
70.6K $7.98M
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
6.73K
+ 1.16%
$25.85 - $30.95 $174K - $208K
586K $17.8M
SUB
Ishares Short Term National Mu

ETFs
3.17K
+ 3.48%
$104.3 - $106.3 $331K - $337K
94.3K $10M
IDV
Ishares Tr

ETFs
4.04K
+ 3.08%
$27.62 - $30.64 $112K - $124K
135K $4.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.34K
+ 3.29%
$41.9 - $48.26 $98.2K - $113K
73.5K $3.52M
VBR
Vanguard Small Cap Value ETF

ETFs
547
+ 3.48%
$179.99 - $201.6 $98.5K - $110K
16.3K $3.26M
MMM
3 M CO

Industrials
211
+ 2.18%
$99.69 - $139.42 $21K - $29.4K
9.88K $1.35M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.74K
+ 3.89%
$24.91 - $25.63 $218K - $224K
233K $5.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 0.5%
$405.19 - $478.57 $12.2K - $14.4K
6.03K $2.78M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.16K
+ 2.32%
$66.31 - $74.08 $76.8K - $85.8K
51K $3.75M
IBM
International Business Machines Corp

Technology
117
+ 2.02%
$175.1 - $223.38 $20.5K - $26.1K
5.91K $1.31M
CAT
Caterpillar Inc

Industrials
150
+ 5.45%
$316.8 - $391.12 $47.5K - $58.7K
2.9K $1.14M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
836
+ 3.3%
$52.25 - $58.97 $43.7K - $49.3K
26.2K $1.54M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.27K
+ 5.05%
$54.2 - $65.22 $68.9K - $82.9K
26.4K $1.68M
MGC
Vanguard Mega Cap ETF

ETFs
480
+ 4.97%
$185.93 - $206.64 $89.2K - $99.2K
10.1K $2.09M
JNJ
Johnson & Johnson

Healthcare
241
+ 2.53%
$145.48 - $167.38 $35.1K - $40.3K
9.75K $1.58M
CSCO
Cisco Systems, Inc.

Technology
665
+ 2.97%
$44.74 - $53.22 $29.8K - $35.4K
23.1K $1.23M
WMT
Walmart Inc.

Consumer Defensive
642
+ 8.22%
$66.91 - $81.4 $43K - $52.3K
8.45K $682K
VZ
Verizon Communications Inc

Communication Services
589
+ 2.63%
$38.89 - $45.0 $22.9K - $26.5K
23K $1.03M
GS
Goldman Sachs Group Inc

Financial Services
56
+ 3.03%
$459.02 - $510.25 $25.7K - $28.6K
1.9K $942K
IWM
Ishares Russell 2000 ETF

ETFs
69
+ 1.7%
$200.87 - $224.6 $13.9K - $15.5K
4.14K $913K
INDA
Ishares Msci India Index Fund

ETFs
705
+ 6.91%
$54.86 - $59.22 $38.7K - $41.8K
10.9K $638K
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
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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