Heartwood Wealth Advisors LLC Portfolio Holdings

Heartwood Wealth Advisors LLC

  • $830 Million
  • Q1 2025

Heartwood Wealth Advisors LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $830 Million distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $89.6M, Vanguard Small Cap ETF with a value of $75.7M, Vanguard Ftse Developed Market with a value of $44.7M, Schwab Strategic Tr Us Emergin with a value of $42M, and Vaneck ETF Tr Jr Gold Miners E with a value of $36.9M.

Examining the 13F form we can see an decrease of $49.2M in the current position value, from $879M to 830M.

Below you can find more details about Heartwood Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $830 Million
ETFs: $772 Million
Technology: $13.3 Million
Financial Services: $8.61 Million
Consumer Defensive: $7.1 Million
Consumer Cyclical: $7.07 Million
Industrials: $6.9 Million
Healthcare: $6.36 Million
Communication Services: $5.15 Million
Other: $3.93 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $830 Million
  • Prior Value $879 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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