Heartwood Wealth Advisors LLC Reduced Holdings in Q3 2025

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-79.4K
- 81.12%
$106.17 - $107.3 $8.43M - $8.52M
18.5K $1.97M
HWM
Howmet Aerospace Inc.

Industrials
-1.71K
- 35.44%
$171.0 - $196.23 $292K - $335K
3.11K $610K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-801
- 8.92%
$459.11 - $506.91 $368K - $406K
8.17K $4.11M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-8.39K
- 32.55%
$67.16 - $93.48 $563K - $784K
17.4K $1.62M
TFC
Truist Financial Corp

Financial Services
-2.39K
- 42.59%
$42.83 - $47.07 $102K - $112K
3.22K $147K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.07%
$915.95 - $994.57 $916 - $995
1.42K $1.31M
UPS
United Parcel Service Inc

Industrials
-4
- 0.15%
$82.58 - $105.54 $330 - $422
2.74K $228K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-36
- 6.34%
$366.54 - $479.53 $13.2K - $17.3K
532 $208K
VDC
Vanguard Consumer Staples ETF

ETFs
-2
- 0.16%
$212.64 - $225.25 $425 - $451
1.26K $268K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-13
- 0.09%
$25.21 - $25.99 $328 - $338
14.7K $379K
PFE
Pfizer Inc

Healthcare
-373
- 2.68%
$23.29 - $25.88 $8.69K - $9.65K
13.5K $345K
RWR
Spdr Dow Jones Reit ETF

ETFs
-4
- 0.16%
$95.17 - $101.62 $381 - $406
2.54K $257K
MUB
Ishares National Muni Bond ETF

ETFs
-20
- 0.16%
$103.24 - $106.68 $2.06K - $2.13K
12.2K $1.3M
UBER
Uber Technologies, Inc

Technology
-25
- 0.38%
$86.91 - $99.57 $2.17K - $2.49K
6.47K $634K
UNP
Union Pacific Corp

Industrials
-30
- 0.51%
$214.91 - $237.16 $6.45K - $7.11K
5.81K $1.37M
TJX
Tjx Companies Inc

Consumer Cyclical
-150
- 4.94%
$121.35 - $144.54 $18.2K - $21.7K
2.89K $417K
PEP
Pepsico Inc

Consumer Defensive
-88
- 1.26%
$133.81 - $152.16 $11.8K - $13.4K
6.92K $972K
IQV
Iqvia Holdings Inc.

Healthcare
-2
- 0.11%
$157.68 - $200.82 $315 - $402
1.84K $350K
AVGO
Broadcom Inc.

Technology
-17
- 0.97%
$264.74 - $369.57 $4.5K - $6.28K
1.74K $574K
JPM
Jpmorgan Chase & CO

Financial Services
-64
- 0.87%
$282.78 - $316.06 $18.1K - $20.2K
7.3K $2.3M
MGC
Vanguard Mega Cap ETF

ETFs
-11
- 0.11%
$224.2 - $245.55 $2.47K - $2.7K
9.83K $2.4M
GLD
Spdr Gold Trust

ETFs
-1
- 0.02%
$300.96 - $355.47 $301 - $355
5.27K $1.87M
AAPL
Apple Inc.

Technology
-385
- 1.86%
$202.38 - $256.87 $77.9K - $98.9K
20.3K $5.18M
VONE
Vanguard Russell 1000 ETF

ETFs
-86
- 0.06%
$280.68 - $303.97 $24.1K - $26.1K
140K $42M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-125K
- 19.18%
$64.22 - $99.03 $8M - $12.3M
525K $52M
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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