Heartwood Wealth Advisors LLC has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $879 Million distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $105M, Vanguard Small Cap ETF with a value of $85.8M, Vanguard Ftse Developed Market with a value of $43.6M, Schwab Strategic Tr Us Emergin with a value of $40.3M, and Vanguard Mid Cap ETF with a value of $37.3M.
Examining the 13F form we can see an decrease of $15.2M in the current position value, from $894M to 879M.
Below you can find more details about Heartwood Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$879 Million
ETFs: $819 Million
Technology: $15.4 Million
Financial Services: $9.33 Million
Industrials: $9.01 Million
Consumer Cyclical: $6.99 Million
Consumer Defensive: $5.83 Million
Communication Services: $5.64 Million
Healthcare: $4.64 Million
Other: $3.83 Million
Stock Holdings Table Market Cap. of $200 Billions or more
