Heartwood Wealth Advisors LLC Portfolio Holdings

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024

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 $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $879 Million
  • Prior Value $894 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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