Heartwood Wealth Advisors LLC Reduced Holdings in Q4 2025

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
URA
Global X Uranium ETF

ETFs
-1.78K
- 0.28%
$44.75 - $58.11 $79.5K - $103K
633K $28.3M
IBM
International Business Machines Corp

Technology
-4.34K
- 78.76%
$275.97 - $314.98 $1.2M - $1.37M
1.17K $347K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-2.98K
- 0.57%
$87.56 - $111.7 $261K - $333K
522K $50.9M
CSCO
Cisco Systems, Inc.

Technology
-17.2K
- 70.49%
$67.46 - $78.0 $1.16M - $1.34M
7.22K $561K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.43K
- 6.1%
$88.67 - $92.06 $570K - $592K
98.9K $8.79M
SUB
Ishares Short Term National Mu

ETFs
-4.61K
- 24.95%
$106.22 - $106.81 $490K - $493K
13.9K $1.48M
IBMP
Ishares Tr Ibonds December 202

ETFs
-3.4K
- 0.44%
$25.31 - $25.44 $86K - $86.5K
768K $19.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-27
- 0.53%
$225.0 - $247.99 $6.08K - $6.7K
5.05K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
-125
- 8.81%
$910.94 - $954.99 $114K - $119K
1.29K $1.18M
V
Visa Inc.

Financial Services
-213
- 5.3%
$325.75 - $352.42 $69.4K - $75.1K
3.81K $1.24M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.64K
- 31.58%
$25.75 - $26.12 $119K - $121K
10.1K $259K
FDX
Fedex Corp

Industrials
-555
- 40.96%
$224.63 - $268.67 $125K - $149K
800 $211K
AXP
American Express CO

Financial Services
-180
- 15.36%
$316.26 - $372.77 $56.9K - $67.1K
992 $338K
MTB
M&T Bank Corp

Financial Services
-140
- 10.53%
$178.63 - $195.63 $25K - $27.4K
1.19K $222K
BAC
Bank Of America Corp

Financial Services
-723
- 9.68%
$48.65 - $54.11 $35.2K - $39.1K
6.74K $347K
PM
Philip Morris International Inc.

Consumer Defensive
-21
- 0.62%
$144.33 - $160.86 $3.03K - $3.38K
3.36K $512K
TSLA
Tesla, Inc.

Consumer Cyclical
-18
- 2.44%
$401.99 - $468.37 $7.24K - $8.43K
721 $294K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-240
- 4.35%
$127.15 - $133.03 $30.5K - $31.9K
5.28K $686K
DIS
Walt Disney CO

Communication Services
-82
- 3.06%
$105.69 - $116.65 $8.67K - $9.57K
2.6K $274K
MA
Mastercard Inc

Financial Services
-25
- 5.18%
$536.85 - $580.45 $13.4K - $14.5K
458 $245K
IWM
Ishares Russell 2000 ETF

ETFs
-39
- 0.92%
$236.79 - $250.33 $9.23K - $9.76K
4.2K $996K
GE
General Electric CO

Industrials
-71
- 8.49%
$291.49 - $314.28 $20.7K - $22.3K
765 $229K
NSC
Norfolk Southern Corp

Industrials
-10
- 1.07%
$279.53 - $300.15 $2.8K - $3K
923 $262K
KKR
Kkr & Co. Inc.

Financial Services
-7
- 0.41%
$117.52 - $127.65 $823 - $894
1.72K $205K
WFC
Wells Fargo & Company

Financial Services
-185
- 5.7%
$77.62 - $87.3 $14.4K - $16.2K
3.06K $255K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1
- 0.15%
$577.77 - $604.78 $578 - $605
688 $403K
DVY
Ishares Tr

ETFs
-6
- 0.14%
$138.1 - $143.11 $829 - $859
4.4K $619K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5
- 0.17%
$136.06 - $140.64 $680 - $703
2.92K $403K
RWR
Spdr Dow Jones Reit ETF

ETFs
-3
- 0.12%
$96.69 - $102.14 $290 - $306
2.54K $252K
ABBV
Abb Vie Inc.

Healthcare
-19
- 1.55%
$211.96 - $244.38 $4.03K - $4.64K
1.2K $281K
Vanguard Intermediate Term Tax Exempt Bond ETF
-449
- 0.49%
N/A
91.1K $0
Te Connectivity PLC Ord Shs
-15
- 1.45%
N/A
1.02K $0
VTV
Vanguard Value ETF

ETFs
-395
- 0.35%
$182.87 - $189.72 $72.2K - $74.9K
112K $21M
MUB
Ishares National Muni Bond ETF

ETFs
-20
- 0.16%
$106.36 - $107.61 $2.13K - $2.15K
12.2K $1.31M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-21
- 3.95%
$402.9 - $437.15 $8.46K - $9.18K
511 $221K
NUE
Nucor Corp

Basic Materials
-22
- 1.65%
$131.78 - $154.43 $2.9K - $3.4K
1.31K $193K
DE
Deere & CO

Industrials
-4
- 0.49%
$439.11 - $480.78 $1.76K - $1.92K
809 $385K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-48
- 0.59%
$475.68 - $513.11 $22.8K - $24.6K
8.13K $4.14M
PEP
Pepsico Inc

Consumer Defensive
-17
- 0.25%
$138.84 - $153.71 $2.36K - $2.61K
6.91K $1.02M
IQV
Iqvia Holdings Inc.

Healthcare
-2
- 0.11%
$198.17 - $223.55 $396 - $447
1.84K $406K
XLV
Select Sector Spdr Fund Health

ETFs
-193
- 2.4%
$141.95 - $152.82 $27.4K - $29.5K
7.87K $1.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.53K
- 1.28%
$92.24 - $96.56 $233K - $244K
194K $18.5M
GOOG
Alphabet Inc.

Communication Services
-138
- 1.3%
$237.49 - $291.74 $32.8K - $40.3K
10.4K $2.98M
VONE
Vanguard Russell 1000 ETF

ETFs
-304
- 0.22%
$296.54 - $311.51 $90.1K - $94.7K
140K $42.6M
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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