Heartwood Wealth Advisors LLC Reduced Holdings in Q4 2024

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.77K
- 1.44%
$75.1 - $82.99 $208K - $230K
190K $14.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-67
- 0.08%
$87.1 - $98.49 $5.84K - $6.6K
88.4K $7.72M
VTV
Vanguard Value ETF

ETFs
-550
- 0.46%
$168.32 - $181.87 $92.6K - $100K
118K $19.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-15
- -0.0%
$28.88 - $29.33 $433 - $440
798K $23.2M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-84
- 0.07%
$43.02 - $47.32 $3.61K - $3.97K
113K $4.89M
KO
Coca Cola CO

Consumer Defensive
-13
- 0.07%
$61.74 - $71.71 $803 - $932
17.9K $1.12M
XLV
Select Sector Spdr Fund Health

ETFs
-113
- 1.51%
$136.28 - $154.74 $15.4K - $17.5K
7.35K $1.01M
VZ
Verizon Communications Inc

Communication Services
-19
- 0.08%
$39.6 - $45.21 $752 - $859
23K $919K
XOM
Exxon Mobil Corp

Energy
-11
- 0.11%
$105.51 - $125.37 $1.16K - $1.38K
10.2K $1.1M
INDA
Ishares Msci India Index Fund

ETFs
-515
- 4.72%
$52.64 - $58.16 $27.1K - $30K
10.4K $547K
PG
Procter & Gamble CO

Consumer Defensive
-283
- 6.96%
$161.05 - $179.7 $45.6K - $50.9K
3.79K $634K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-25
- 0.1%
$55.73 - $61.23 $1.39K - $1.53K
26.1K $1.48M
UNH
Unitedhealth Group Inc

Healthcare
-24
- 4.03%
$485.52 - $625.25 $11.7K - $15K
572 $289K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-151
- 5.02%
$131.66 - $144.0 $19.9K - $21.7K
2.86K $377K
DUK
Duke Energy Corp

Utilities
-200
- 6.7%
$105.76 - $120.76 $21.2K - $24.2K
2.79K $300K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-6
- 1.1%
$396.64 - $516.74 $2.38K - $3.1K
538 $216K
BAC
Bank Of America Corp

Financial Services
-383
- 5.26%
$39.22 - $47.77 $15K - $18.3K
6.9K $303K
AXP
American Express CO

Financial Services
-3
- 0.25%
$267.35 - $305.57 $802 - $917
1.22K $361K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-562
- 0.92%
$46.48 - $51.32 $26.1K - $28.8K
60.7K $2.92M
XLY
Select Sector Spdr Consumer Di

ETFs
-35
- 1.67%
$194.8 - $239.43 $6.82K - $8.38K
2.07K $463K
XLK
Technology Sector Spdr

ETFs
-112
- 0.97%
$220.26 - $241.44 $24.7K - $27K
11.5K $2.67M
AAPL
Apple Inc.

Technology
-1.28K
- 5.85%
$221.69 - $259.02 $284K - $332K
20.6K $5.16M
V
Visa Inc.

Financial Services
-42
- 1.19%
$273.87 - $320.91 $11.5K - $13.5K
3.49K $1.1M
GS
Goldman Sachs Group Inc

Financial Services
-10
- 0.53%
$486.1 - $608.57 $4.86K - $6.09K
1.89K $1.08M
VUG
Vanguard Growth ETF

ETFs
-351
- 0.72%
$378.79 - $428.11 $133K - $150K
48.7K $20M
Activity Summary
Buys All Purchases 77 New Holdings 5 Increased Positions 72 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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