Heartwood Wealth Advisors LLC New Holdings in Q3 2025

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
693K
New
$22.84 - $22.95 $15.8M - $15.9M
693K $15.9M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
5.52K
New
$121.46 - $130.92 $670K - $722K
5.52K $718K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.13K
New
$68.24 - $73.73 $555K - $599K
8.13K $597K
PLTR
Palantir Technologies Inc.

Technology
2.84K
New
$130.68 - $186.97 $370K - $530K
2.84K $517K
VXF
Vanguard Extended Market ETF

ETFs
1.52K
New
$193.58 - $213.07 $294K - $323K
1.52K $317K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
7.73K
New
$37.98 - $39.81 $293K - $308K
7.73K $300K
IEFA
Ishares Tr

ETFs
3.12K
New
$81.7 - $87.53 $255K - $273K
3.12K $272K
GE
General Electric CO

Industrials
836
New
$244.75 - $305.63 $205K - $256K
836 $251K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.6K
New
$85.31 - $97.03 $222K - $252K
2.6K $247K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
2.01K
New
$113.22 - $123.86 $227K - $248K
2.01K $244K
CSX
Csx Corp

Industrials
6.01K
New
$32.05 - $36.52 $192K - $219K
6.01K $213K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.17K
New
$103.83 - $179.9 $121K - $210K
1.17K $208K
SOXX
Ishares Semiconductor ETF

ETFs
755
New
$236.93 - $271.12 $179K - $205K
755 $204K
CLX
Clorox CO

Consumer Defensive
1.56K
New
$117.67 - $131.43 $184K - $206K
1.56K $192K
BK
Bank Of New York Mellon Corp

Financial Services
1.75K
New
$90.65 - $109.75 $158K - $192K
1.75K $190K
ENB
Enbridge Inc

Energy
3.78K
New
$43.79 - $50.46 $166K - $191K
3.78K $190K
KMB
Kimberly Clark Corp

Consumer Defensive
1.51K
New
$121.72 - $136.77 $183K - $206K
1.51K $187K
NUE
Nucor Corp

Basic Materials
1.33K
New
$133.3 - $150.33 $178K - $200K
1.33K $180K
VTWG
Vanguard Russell 2000 Growth E

ETFs
763
New
$208.02 - $237.84 $159K - $181K
763 $178K
BX
Blackstone Inc.

Financial Services
1.04K
New
$152.77 - $188.68 $159K - $196K
1.04K $177K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.14K
New
$79.89 - $83.25 $171K - $178K
2.14K $177K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
6.27K
New
$27.17 - $28.04 $170K - $176K
6.27K $174K
MMM
3 M CO

Industrials
1.12K
New
$144.41 - $160.2 $162K - $180K
1.12K $174K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
7.98K
New
$20.76 - $21.78 $166K - $174K
7.98K $172K
WK
Workiva Inc

Technology
2K
New
$63.83 - $86.08 $128K - $172K
2K $172K
NOW
Service Now, Inc.

Technology
186
New
$850.86 - $1044.69 $158K - $194K
186 $171K
UNH
Unitedhealth Group Inc

Healthcare
493
New
$237.77 - $353.61 $117K - $174K
493 $170K
D
Dominion Energy, Inc

Utilities
2.78K
New
$56.32 - $62.1 $156K - $172K
2.78K $169K
TTE
Total Energies Se

Energy
2.47K
New
N/A
2.47K $169K
AZO
Autozone Inc

Consumer Cyclical
39
New
$3649.42 - $4354.54 $142K - $170K
39 $167K
QCOM
Qualcomm Inc

Technology
978
New
$145.84 - $173.55 $143K - $170K
978 $162K
KMI
Kinder Morgan, Inc.

Energy
5.69K
New
$26.23 - $28.5 $149K - $162K
5.69K $161K
PGR
Progressive Corp

Financial Services
644
New
$238.61 - $264.3 $154K - $170K
644 $159K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.03K
New
$50.9 - $52.37 $154K - $159K
3.03K $158K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.37K
New
$42.26 - $47.16 $143K - $159K
3.37K $156K
EMR
Emerson Electric CO

Industrials
1.16K
New
$128.6 - $149.63 $149K - $174K
1.16K $152K
VIG
Vanguard Dividend Appreciation

ETFs
811
New
N/A
811 $147K
BLDR
Builders First Source, Inc.

Industrials
1.21K
New
$116.91 - $149.21 $141K - $180K
1.21K $146K
IWN
Ishares Russell2000 Val ETF

ETFs
824
New
$157.1 - $178.94 $129K - $147K
824 $145K
CRWD
Crowd Strike Holdings, Inc.

Technology
290
New
$412.46 - $514.1 $120K - $149K
290 $142K
AMD
Advanced Micro Devices Inc

Technology
835
New
$134.8 - $184.42 $113K - $154K
835 $135K
STE
Steris PLC

Healthcare
544
New
$221.21 - $252.43 $120K - $137K
544 $134K
TM
Toyota Motor Corp

Consumer Cyclical
700
New
$167.86 - $202.79 $118K - $142K
700 $133K
SYY
Sysco Corp

Consumer Defensive
1.61K
New
$76.33 - $82.51 $123K - $132K
1.61K $132K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
236
New
$534.91 - $598.71 $126K - $141K
236 $132K
ITW
Illinois Tool Works Inc

Industrials
503
New
$252.31 - $269.41 $127K - $136K
503 $131K
ACM
Aecom

Industrials
1.01K
New
$111.08 - $132.99 $112K - $134K
1.01K $131K
LLY
Eli Lilly & CO

Healthcare
172
New
$625.65 - $812.69 $108K - $140K
172 $131K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.72K
New
$66.38 - $71.68 $114K - $123K
1.72K $122K
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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