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Heartwood Wealth Advisors

Latest statistics and disclosures from Heartwood Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VV, VB, VEA, GDXJ, SCHE, and represent 33.11% of Heartwood Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IBTG (+$16M), HYMB (+$8.9M), VB, VV, GSLC, VO, IJT, IJS, RDIV, VXUS.
Started 448 new stock positions in EWW, FNCL, NWL, ES, NEM, MCK, XSD, TEL, ISRG, DOW.
Reduced shares in these 10 stocks: GDXJ (-$12M), SUB (-$8.5M), XME, BRK.B, HWM, TFC, AAPL, XOM, VONE, TJX.
Heartwood Wealth Advisors was a net buyer of stock by $35M.
Heartwood Wealth Advisors has $1.1B in assets under management (AUM), dropping by 11.90%.
Central Index Key (CIK): 0001794935

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Portfolio Holdings for Heartwood Wealth Advisors

Heartwood Wealth Advisors holds 631 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Heartwood Wealth Advisors has 631 total positions. Only the first 250 positions are shown.

Sign up to view all of the Heartwood Wealth Advisors Sept. 30, 2025 positions
Download the Heartwood Wealth Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large-cap Etf Etf (VV)	10.2	$109M		355k	307.86	View chart
Vanguard Small-cap Etf Etf (VB)	8.3	$89M		349k	254.28	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	5.0	$53M		892k	59.92	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	4.9	$52M	-19%	525k	99.03	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	4.8	$51M		1.5M	33.37	View chart
Vanguard Russell 1000 Etf Etf (VONE)	4.0	$43M		140k	302.35	View chart
Vanguard Mid-cap Etf Etf (VO)	3.8	$41M		139k	293.74	View chart
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)	3.5	$38M		724k	52.12	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	3.5	$37M		265k	140.95	View chart
Global X Uranium Etf Etf (URA)	2.8	$30M		635k	47.67	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.4	$26M		260k	100.25	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	2.3	$25M		848k	29.32	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	2.3	$25M	+2%	223k	110.59	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.3	$25M	+2%	173k	141.50	View chart
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)	2.0	$22M		557k	39.01	View chart
Vanguard Value Etf Etf (VTV)	2.0	$21M		113k	186.49	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	1.9	$20M	+2%	405k	50.07	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	1.8	$20M	+2%	771k	25.48	View chart
Vanguard Growth Etf Etf (VUG)	1.8	$19M		40k	479.61	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.7	$18M		197k	93.37	View chart
Ishares Tips Bond Etf Etf (TIP)	1.6	$17M		156k	111.22	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	1.6	$17M		220k	78.09	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	1.5	$16M	NEW	693k	22.95	View chart
Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.9	$9.9M	+977%	396k	24.93	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.9	$9.4M		105k	89.37	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.9	$9.2M	+2%	92k	100.33	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.8	$8.8M		79k	111.47	View chart
Spdr Ssga My2030 Corporate Bond Etf Etf (MYCJ)	0.8	$8.6M		342k	25.07	View chart
Spdr Ssga My2029 Corporate Bond Etf Etf (MYCI)	0.8	$8.5M		339k	25.09	View chart
Spdr Ssga My2028 Corporate Bond Etf Etf (MYCH)	0.8	$8.4M		336k	25.14	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	0.6	$6.6M	+2%	259k	25.64	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.6	$6.0M	+5%	164k	36.55	View chart
Spdr Ssga My2030 Municipal Bond Etf Etf (MYMJ)	0.5	$5.8M	+2%	234k	24.79	View chart
Spdr Ssga My2029 Municipal Bond Etf Etf (MYMI)	0.5	$5.8M	+2%	235k	24.64	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.5	$5.5M	+6%	124k	44.00	View chart
Apple Stock (AAPL)	0.5	$5.2M		20k	254.63	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.5	$5.0M	+4%	59k	84.68	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.5	$4.9M		114k	42.79	View chart
Microsoft Corp Stock (MSFT)	0.4	$4.6M		9.0k	517.95	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$4.5M	+5%	83k	54.18	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$4.1M	-8%	8.2k	502.74	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$3.2M		15k	208.71	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.3	$3.1M		11k	281.86	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$3.1M	+5%	26k	118.83	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$2.6M		11k	243.55	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.2	$2.4M		9.8k	244.09	View chart
Amazon Stock (AMZN)	0.2	$2.4M		11k	219.57	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$2.3M		9.5k	243.10	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$2.3M		7.3k	315.43	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.2M	+3%	7.3k	303.90	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.2M	+3%	12k	185.42	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$2.0M	-81%	19k	106.78	View chart
Amplify Junior Silver Miners Etf Etf (SILJ)	0.2	$1.9M		84k	23.09	View chart
Invesco Kbw Premium Yield Equity Reit Etf Etf (KBWY)	0.2	$1.9M	+8%	118k	15.95	View chart
Spdr Gold Shares Etf (GLD)	0.2	$1.9M		5.3k	355.47	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$1.8M	+6%	38k	46.93	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$1.8M	+13%	68k	26.34	View chart
Invesco S&p Smallcap High Dividend Low Volatility Etf Etf (XSHD)	0.2	$1.8M	+8%	132k	13.42	View chart
Cisco Sys Stock (CSCO)	0.2	$1.7M	+4%	25k	68.42	View chart
Spdr S&p Metals & Mining Etf Etf (XME)	0.2	$1.6M	-32%	17k	93.19	View chart
Procter And Gamble Stock (PG)	0.1	$1.6M	+4%	10k	153.65	View chart
International Business Machs Stock (IBM)	0.1	$1.6M	+4%	5.5k	282.16	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$1.5M		2.3k	666.28	View chart
Coca Cola Stock (KO)	0.1	$1.4M	+6%	21k	66.32	View chart
Caterpillar Stock (CAT)	0.1	$1.4M		3.0k	477.15	View chart
Chevron Corp Stock (CVX)	0.1	$1.4M	+7%	9.0k	155.29	View chart
Amgen Stock (AMGN)	0.1	$1.4M	+2%	4.9k	282.20	View chart
Union Pac Corp Stock (UNP)	0.1	$1.4M		5.8k	236.37	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.4M		4.0k	341.38	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.4M		2.9k	468.41	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.3M		1.4k	925.64	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.3M	+7%	56k	23.28	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.3M		12k	106.49	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$1.3M	+14%	46k	27.90	View chart
Lowes Cos Stock (LOW)	0.1	$1.3M		5.1k	251.31	View chart
Oracle Corp Stock (ORCL)	0.1	$1.2M		4.4k	281.24	View chart
Verizon Communications Stock (VZ)	0.1	$1.2M	+2%	28k	43.95	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.2M		4.0k	293.79	View chart
Quanta Svcs Stock (PWR)	0.1	$1.2M		2.8k	414.42	View chart
Nvidia Corporation Stock (NVDA)	0.1	$1.2M		6.2k	186.58	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$1.1M	+2%	8.1k	139.17	View chart
Home Depot Stock (HD)	0.1	$1.1M		2.7k	405.19	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.1M		2.9k	365.48	View chart
Spdr S&p International Dividend Etf Etf (DWX)	0.1	$1.1M		25k	42.70	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.0M	+2%	4.2k	241.96	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.0M	-3%	9.1k	112.75	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$995k		2.5k	402.42	View chart
Pepsico Stock (PEP)	0.1	$972k		6.9k	140.44	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$965k		10k	95.89	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$946k		5.4k	174.58	View chart
Merck & Co Stock (MRK)	0.1	$939k	+8%	11k	83.93	View chart
Palo Alto Networks Stock (PANW)	0.1	$889k		4.4k	203.62	View chart
Walmart Stock (WMT)	0.1	$887k		8.6k	103.06	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$762k		2.6k	297.62	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.1	$761k	+3%	16k	47.52	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$719k		979.00	734.38	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$719k	NEW	5.5k	130.28	View chart
Invesco Cef Income Composite Etf Etf (PCEF)	0.1	$699k		35k	19.97	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.1	$685k	+2%	24k	28.89	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$679k	+15%	1.1k	612.38	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.1	$661k		13k	51.23	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$652k		13k	49.46	View chart
Resmed Stock (RMD)	0.1	$636k		2.3k	273.73	View chart
Uber Technologies Stock (UBER)	0.1	$634k		6.5k	97.97	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$627k		4.4k	142.10	View chart
Howmet Aerospace Stock (HWM)	0.1	$611k	-35%	3.1k	196.23	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$600k	+13%	20k	29.64	View chart
Booking Holdings Stock (BKNG)	0.1	$599k		111.00	5399.27	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$597k	NEW	8.1k	73.46	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$591k	+63%	1.8k	328.17	View chart
Broadcom Stock (AVGO)	0.1	$574k		1.7k	329.91	View chart
Philip Morris Intl Stock (PM)	0.1	$548k		3.4k	162.20	View chart
Nextera Energy Stock (NEE)	0.0	$530k		7.0k	75.49	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$517k	+5%	7.7k	67.51	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$517k	NEW	2.8k	182.42	View chart
Curtiss Wright Corp Stock (CW)	0.0	$516k		950.00	542.94	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$515k	+2%	9.9k	52.06	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$494k		6.2k	79.93	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$491k		3.9k	125.86	View chart
Rtx Corporation Stock (RTX)	0.0	$465k		2.8k	167.33	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$459k		2.3k	203.59	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.0	$458k	+19%	14k	32.12	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$420k		6.1k	68.64	View chart
Tjx Cos Stock (TJX)	0.0	$417k	-4%	2.9k	144.54	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$411k		689.00	595.97	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$409k		2.9k	140.05	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$402k		2.8k	145.65	View chart
Cummins Stock (CMI)	0.0	$402k		952.00	422.37	View chart
Automatic Data Processing Stock (ADP)	0.0	$400k		1.4k	293.50	View chart
Xylem Stock (XYL)	0.0	$398k		2.7k	147.50	View chart
Eaton Corp Stock (ETN)	0.0	$395k		1.1k	374.25	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$394k		5.2k	76.40	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$392k	+4%	1.6k	239.64	View chart
American Express Stock (AXP)	0.0	$389k		1.2k	332.16	View chart
Bank America Corp Stock (BAC)	0.0	$385k		7.5k	51.59	View chart
Applied Matls Stock (AMAT)	0.0	$383k		1.9k	204.74	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$382k		4.9k	78.34	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$380k		2.9k	129.72	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$380k		15k	25.85	View chart
Duke Energy Corp Stock (DUK)	0.0	$374k		3.0k	123.75	View chart
Deere & Co Stock (DE)	0.0	$372k		813.00	457.26	View chart
Markel Group Stock (MKL)	0.0	$371k		194.00	1911.36	View chart
Colgate Palmolive Stock (CL)	0.0	$370k		4.6k	79.94	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$367k	+16%	2.7k	137.82	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$363k		5.3k	68.46	View chart
Iqvia Hldgs Stock (IQV)	0.0	$350k		1.8k	189.94	View chart
Pfizer Stock (PFE)	0.0	$345k	-2%	14k	25.48	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$334k		13k	25.71	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$334k		6.2k	54.09	View chart
American Tower Corp Reit (AMT)	0.0	$333k		1.7k	192.32	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$330k		6.2k	53.03	View chart
Tesla Stock (TSLA)	0.0	$329k	+8%	739.00	444.72	View chart
Fedex Corp Stock (FDX)	0.0	$320k		1.4k	235.81	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$318k	NEW	1.5k	209.34	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$315k		985.00	320.04	View chart
Watsco Stock (WSO)	0.0	$308k		761.00	404.30	View chart
Disney Walt Stock (DIS)	0.0	$307k	+2%	2.7k	114.50	View chart
General Dynamics Corp Stock (GD)	0.0	$306k		896.00	341.00	View chart
Sp Funds Dow Jones Global Sukuk Etf Etf (SPSK)	0.0	$300k	+5%	16k	18.48	View chart
Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	0.0	$300k	NEW	7.7k	38.85	View chart
Federal Signal Corp Stock (FSS)	0.0	$298k		2.5k	118.99	View chart
Capital One Finl Corp Stock (COF)	0.0	$297k		1.4k	212.58	View chart
Stryker Corporation Stock (SYK)	0.0	$297k		803.00	369.67	View chart
Fidelity National Financial In Stock (FNF)	0.0	$291k		4.8k	60.49	View chart
Abbvie Stock (ABBV)	0.0	$283k		1.2k	231.54	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$280k		933.00	300.41	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$275k		483.00	568.81	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$273k	NEW	3.1k	87.31	View chart
Wells Fargo Stock (WFC)	0.0	$272k		3.2k	83.82	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$271k		6.2k	43.41	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$269k		1.3k	213.73	View chart
Jacobs Solutions Stock (J)	0.0	$267k		1.8k	149.86	View chart
M & T Bk Corp Stock (MTB)	0.0	$263k	+13%	1.3k	197.62	View chart
Martin Marietta Matls Stock (MLM)	0.0	$260k		413.00	630.28	View chart
Ishares Silver Trust Etf (SLV)	0.0	$259k		6.1k	42.37	View chart
Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$255k		2.5k	100.29	View chart
Altria Group Stock (MO)	0.0	$254k		3.8k	66.06	View chart
Ge Aerospace Stock (GE)	0.0	$252k	NEW	836.00	300.82	View chart
Global X Mlp Etf Etf (MLPA)	0.0	$250k		5.2k	48.42	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$248k	NEW	2.6k	95.22	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$247k		3.8k	65.26	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$244k	NEW	2.0k	121.76	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.0	$237k		9.2k	25.61	View chart
Trane Technologies Stock (TT)	0.0	$236k		558.00	421.96	View chart
Cintas Corp Stock (CTAS)	0.0	$234k		1.1k	205.26	View chart
Lamar Advertising Co New Cl A Reit (LAMR)	0.0	$233k		1.9k	122.42	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$233k		9.4k	24.72	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$229k		2.7k	83.53	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$228k	NEW	1.0k	219.53	View chart
Kkr & Co Stock (KKR)	0.0	$224k		1.7k	129.95	View chart
Air Prods & Chems Stock (APD)	0.0	$220k		805.00	272.72	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$216k	NEW	360.00	600.37	View chart
Csx Corp Stock (CSX)	0.0	$213k	NEW	6.0k	35.51	View chart
Aflac Stock (AFL)	0.0	$213k		1.9k	111.70	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$208k	NEW	1.2k	178.73	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$208k	-6%	532.00	391.64	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$205k	NEW	755.00	271.26	View chart
Clorox Co Del Stock (CLX)	0.0	$193k	NEW	1.6k	123.30	View chart
Enbridge Stock (ENB)	0.0	$191k	NEW	3.8k	50.47	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$190k	NEW	1.7k	108.96	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$187k	NEW	1.5k	124.34	View chart
Blackrock Stock (BLK)	0.0	$185k	NEW	159.00	1165.87	View chart
Nucor Corp Stock (NUE)	0.0	$180k	NEW	1.3k	135.43	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.0	$178k	NEW	763.00	233.78	View chart
Blackstone Stock (BX)	0.0	$178k	NEW	1.0k	170.86	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$177k	NEW	2.1k	82.73	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$175k	NEW	811.00	215.81	View chart
3M Stock (MMM)	0.0	$174k	NEW	1.1k	155.18	View chart
Spdr Bloomberg Short Term International Treasury Bond Etf Etf (BWZ)	0.0	$174k	NEW	6.3k	27.82	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$172k	NEW	8.0k	21.57	View chart
Workiva Inc Com Cl A Stock (WK)	0.0	$172k	NEW	2.0k	86.08	View chart
Servicenow Stock (NOW)	0.0	$171k	NEW	186.00	920.28	View chart
Unitedhealth Group Stock (UNH)	0.0	$170k	NEW	493.00	345.30	View chart
Dominion Energy Stock (D)	0.0	$170k	NEW	2.8k	61.17	View chart
Autozone Stock (AZO)	0.0	$167k	NEW	39.00	4290.23	View chart
Qualcomm Stock (QCOM)	0.0	$163k	NEW	978.00	166.36	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$161k	NEW	5.7k	28.31	View chart
Progressive Corp Stock (PGR)	0.0	$159k	NEW	644.00	246.95	View chart
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)	0.0	$159k	NEW	3.0k	52.28	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$156k	NEW	3.4k	46.32	View chart
Emerson Elec Stock (EMR)	0.0	$152k	NEW	1.2k	131.18	View chart
Totalenergies Se Adr (TTE)	0.0	$148k	NEW	2.5k	59.69	View chart
Truist Finl Corp Stock (TFC)	0.0	$147k	-42%	3.2k	45.72	View chart
Builders Firstsource Stock (BLDR)	0.0	$146k	NEW	1.2k	121.25	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$146k	NEW	824.00	176.81	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$142k	NEW	290.00	490.38	View chart
Bunge Global Sa Stock (BG)	0.0	$138k	NEW	1.7k	81.25	View chart
Advanced Micro Devices Stock (AMD)	0.0	$135k	NEW	835.00	161.79	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$135k	NEW	544.00	247.44	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$134k	NEW	700.00	191.09	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$133k	NEW	236.00	562.27	View chart
Sysco Corp Stock (SYY)	0.0	$132k	NEW	1.6k	82.34	View chart
Aecom Stock (ACM)	0.0	$132k	NEW	1.0k	130.47	View chart
Eli Lilly & Co Stock (LLY)	0.0	$131k	NEW	172.00	763.00	View chart
Illinois Tool Wks Stock (ITW)	0.0	$131k	NEW	503.00	260.76	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$123k	NEW	1.7k	71.37	View chart
Fiserv Stock (FI)	0.0	$123k	NEW	950.00	128.93	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$121k	NEW	2.4k	50.73	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.0	$118k	NEW	2.1k	57.10	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$118k	NEW	1.8k	67.07	View chart
Oreilly Automotive Stock (ORLY)	0.0	$116k	NEW	1.1k	107.81	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$115k	NEW	952.00	120.72	View chart
Abbott Labs Stock (ABT)	0.0	$115k	NEW	858.00	133.94	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$114k	NEW	1.2k	95.14	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$114k	NEW	1.2k	95.47	View chart
Intuitive Surgical Stock (ISRG)	0.0	$110k	NEW	245.00	447.23	View chart
Dollar Gen Corp Stock (DG)	0.0	$108k	NEW	1.0k	103.35	View chart
Conocophillips Stock (COP)	0.0	$106k	NEW	1.1k	94.59	View chart
Southern Stock (SO)	0.0	$106k	NEW	1.1k	94.77	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.0	$106k	NEW	5.1k	20.69	View chart

Past Filings by Heartwood Wealth Advisors

SEC 13F filings are viewable for Heartwood Wealth Advisors going back to 2019

Heartwood Wealth Advisors 2025 Q3 filed Oct. 6, 2025
Heartwood Wealth Advisors 2025 Q2 filed July 8, 2025
Heartwood Wealth Advisors 2025 Q1 filed April 21, 2025
Heartwood Wealth Advisors 2024 Q4 filed Jan. 10, 2025
Heartwood Wealth Advisors 2024 Q3 filed Oct. 7, 2024
Heartwood Wealth Advisors 2024 Q2 filed July 9, 2024
Heartwood Wealth Advisors 2024 Q1 filed April 2, 2024
Heartwood Wealth Advisors 2023 Q4 filed Jan. 17, 2024
Heartwood Wealth Advisors 2023 Q3 filed Oct. 17, 2023
Heartwood Wealth Advisors 2023 Q2 filed July 19, 2023
Heartwood Wealth Advisors 2023 Q1 filed April 14, 2023
Heartwood Wealth Advisors 2022 Q4 filed Jan. 12, 2023
Heartwood Wealth Advisors 2022 Q3 filed Oct. 25, 2022
Heartwood Wealth Advisors 2022 Q2 filed July 25, 2022
Heartwood Wealth Advisors 2022 Q1 filed April 26, 2022
Heartwood Wealth Advisors 2021 Q4 filed Jan. 12, 2022

View all past filings

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