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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, SCHE, VONE, and represent 30.62% of Heartwood Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IBTI (+$29M), GMUB (+$23M), IBTJ (+$9.6M), IBTK (+$9.6M), IBMQ (+$7.4M), MYMK (+$6.6M), XMPT (+$6.4M), VB, SPTS, AGG.
Started 28 new stock positions in NVO, VTES, EFG, DGRO, GEV, IBTI, VEU, BG, IBTK, APD.
Reduced shares in these 10 stocks: GDXJ (-$27M), BIV (-$17M), IBTG (-$16M), URA (-$9.4M), VEA, IBMP, SCHE, SPYD, HYMB, VTEI.
Sold out of its positions in BABA, CTAS, FENY, GE, KKR, PLTR, VGT.
Heartwood Wealth Advisors was a net buyer of stock by $54M.
Heartwood Wealth Advisors has $1.1B in assets under management (AUM), dropping by 5.64%.
Central Index Key (CIK): 0001794935

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Portfolio Holdings for Heartwood Wealth Advisors

Heartwood Wealth Advisors holds 223 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Large-cap Etf Etf (VV)	9.5	$109M		365k	298.85	View chart
Vanguard Small-cap Etf Etf (VB)	8.5	$97M	+5%	371k	261.92	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	4.7	$53M	-7%	832k	64.08	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	4.2	$49M	-4%	1.5M	32.95	View chart
Vanguard Russell 1000 Etf Etf (VONE)	3.8	$43M	+4%	146k	295.12	View chart
Vanguard Mid-cap Etf Etf (VO)	3.7	$43M	+6%	149k	287.18	View chart
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)	3.6	$41M		740k	55.66	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	3.5	$40M		269k	148.10	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	3.1	$36M	-42%	298k	120.04	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.6	$30M	+13%	301k	99.27	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	2.6	$29M	+17%	1.0M	29.18	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	2.5	$29M	NEW	1.3M	22.28	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	2.5	$28M	+5%	238k	118.45	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	2.4	$28M	+8%	190k	144.71	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	2.0	$23M	+14%	466k	49.89	View chart
Goldman Sachs Municipal Income Etf Etf (GMUB)	2.0	$23M	NEW	442k	50.95	View chart
Vanguard Value Etf Etf (VTV)	1.9	$22M		113k	196.20	View chart
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)	1.9	$22M	-5%	527k	40.90	View chart
Global X Uranium Etf Etf (URA)	1.8	$21M	-30%	438k	48.43	View chart
Ishares Tips Bond Etf Etf (TIP)	1.7	$20M	+12%	180k	110.36	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.5	$18M	-6%	182k	97.13	View chart
Vanguard Growth Etf Etf (VUG)	1.5	$17M	-3%	39k	436.79	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	1.4	$16M	-17%	637k	25.44	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	1.2	$14M	+112%	551k	25.53	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.9	$9.8M	+14%	113k	86.69	View chart
State Street My2028 Corporate Bond Etf Etf (MYCH)	0.9	$9.8M	+15%	393k	24.95	View chart
State Street My2029 Corporate Bond Etf Etf (MYCI)	0.9	$9.8M	+13%	394k	24.88	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.9	$9.8M	+11%	90k	108.99	View chart
State Street My2030 Corporate Bond Etf Etf (MYCJ)	0.9	$9.8M	+13%	394k	24.80	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.8	$9.6M	NEW	439k	21.84	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.8	$9.6M	NEW	486k	19.72	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.7	$8.0M	-19%	321k	24.80	View chart
State Street My2030 Municipal Bond Etf Etf (MYMJ)	0.6	$7.3M	+24%	295k	24.75	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.6	$7.3M	-20%	73k	99.94	View chart
State Street My2029 Municipal Bond Etf Etf (MYMI)	0.6	$7.0M	+20%	286k	24.63	View chart
State Street My2031 Municipal Bond Etf Etf (MYMK)	0.6	$6.6M	NEW	265k	24.91	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.6	$6.4M	+7%	68k	94.24	View chart
Vaneck Cef Muni Income Etf Etf (XMPT)	0.6	$6.4M	NEW	299k	21.50	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.5	$6.2M	-15%	147k	42.56	View chart
Apple Stock (AAPL)	0.5	$5.4M		21k	253.79	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.4	$5.0M	-3%	110k	45.65	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$4.8M	+3%	90k	54.05	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$4.1M	+18%	33k	124.31	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.4	$4.1M	+11%	19k	217.25	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$3.9M		8.0k	479.20	View chart
Microsoft Corp Stock (MSFT)	0.3	$3.6M	-3%	9.6k	370.17	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.3	$3.4M	-41%	75k	45.52	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$3.1M		11k	287.56	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$2.9M	-3%	10k	286.86	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$2.8M	-6%	21k	132.90	View chart
Johnson & Johnson Stock (JNJ)	0.2	$2.8M	-6%	12k	244.44	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$2.4M	+16%	46k	52.64	View chart
Spdr Gold Shares Etf (GLD)	0.2	$2.4M	+5%	5.6k	430.29	View chart
Amazon Stock (AMZN)	0.2	$2.4M	-3%	12k	208.27	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.2	$2.4M		10k	236.35	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.4M		7.6k	310.79	View chart
Invesco S&p Smallcap High Dividend Low Volatility Etf Etf (XSHD)	0.2	$2.3M	+22%	176k	13.12	View chart
Invesco Kbw Premium Yield Equity Reit Etf Etf (KBWY)	0.2	$2.2M	+15%	147k	15.28	View chart
Chevron Corporation Stock (CVX)	0.2	$2.2M	+8%	10k	206.90	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$2.1M		7.3k	294.16	View chart
Caterpillar Stock (CAT)	0.2	$2.1M		3.0k	708.46	View chart
Home Depot Stock (HD)	0.2	$2.0M	+110%	6.2k	328.89	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$1.9M		3.0k	650.41	View chart
Pfizer Stock (PFE)	0.2	$1.9M	+273%	67k	28.08	View chart
Coca Cola Stock (KO)	0.2	$1.9M	+7%	24k	76.05	View chart
Procter & Gamble Stock (PG)	0.2	$1.8M	+18%	13k	144.44	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$1.8M	+4%	71k	25.64	View chart
Amgen Stock (AMGN)	0.2	$1.8M	-4%	5.0k	351.85	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.1	$1.7M	+40%	26k	64.77	View chart
State Street Spdr S&p Metals & Mining Etf Etf (XME)	0.1	$1.7M	-14%	16k	108.01	View chart
Verizon Communications Stock (VZ)	0.1	$1.7M	+9%	33k	50.20	View chart
Target Corp Stock (TGT)	0.1	$1.6M	NEW	14k	121.20	View chart
Quanta Svcs Stock (PWR)	0.1	$1.5M		2.8k	549.02	View chart
Merck & Co Stock (MRK)	0.1	$1.5M	+3%	13k	120.29	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.5M	-8%	8.9k	169.66	View chart
Nvidia Corporation Stock (NVDA)	0.1	$1.5M	-5%	8.7k	174.40	View chart
Amplify Junior Silver Miners Etf Etf (SILJ)	0.1	$1.5M	-43%	50k	29.72	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$1.5M	+405%	15k	98.38	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.5M		14k	106.50	View chart
Union Pac Corp Stock (UNP)	0.1	$1.4M	-2%	6.0k	242.62	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$1.4M		47k	29.08	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$1.4M	-2%	55k	24.75	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.3M		1.3k	996.44	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$1.3M	-2%	12k	106.15	View chart
Lowes Cos Stock (LOW)	0.1	$1.3M	+5%	5.3k	236.28	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.3M		2.9k	426.40	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$1.3M	+8%	8.5k	146.61	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.2M	NEW	22k	52.82	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.1M		3.8k	302.24	View chart
State Street Spdr S&p International Dividend Etf Etf (DWX)	0.1	$1.1M		25k	45.60	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$1.1M	+230%	1.9k	577.18	View chart
Walmart Stock (WMT)	0.1	$1.1M	-5%	9.0k	124.28	View chart
Unitedhealth Group Stock (UNH)	0.1	$1.1M	+501%	4.1k	270.59	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$1.1M	+2%	3.0k	356.56	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.1M		4.3k	248.00	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$1.0M		4.0k	257.35	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.1	$1.0M		10k	100.62	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$998k	-2%	5.4k	184.28	View chart
Broadcom Stock (AVGO)	0.1	$971k	-8%	3.1k	309.51	View chart
Palo Alto Networks Stock (PANW)	0.1	$921k		5.7k	160.32	View chart
Invesco Cef Income Composite Etf Etf (PCEF)	0.1	$919k	+39%	49k	18.82	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$911k		2.5k	367.44	View chart
Novo-nordisk A S Adr (NVO)	0.1	$894k	NEW	24k	36.75	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.1	$865k	-7%	24k	35.52	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$862k	NEW	1.3k	653.21	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$774k		2.6k	302.25	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$773k	+46%	3.6k	213.67	View chart
State Street Spdr S&p Emerging Markets Small Cap Etf Etf (EWX)	0.1	$768k	NEW	12k	66.12	View chart
Philip Morris Intl Stock (PM)	0.1	$738k	+32%	4.5k	165.34	View chart
Pepsico Stock (PEP)	0.1	$736k	-31%	4.7k	155.29	View chart
Howmet Aerospace Stock (HWM)	0.1	$717k		3.1k	230.46	View chart
Ishares Msci India Etf Etf (INDA)	0.1	$680k	+27%	15k	46.84	View chart
Vanguard Energy Etf Etf (VDE)	0.1	$675k		3.9k	173.04	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$665k		1.1k	597.55	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$663k	+4%	21k	30.96	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$663k		4.4k	151.41	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.1	$655k		13k	50.04	View chart
Nextera Energy Stock (NEE)	0.1	$652k		7.0k	92.88	View chart
Oracle Corp Stock (ORCL)	0.1	$647k	-2%	4.4k	147.11	View chart
Applied Matls Stock (AMAT)	0.1	$639k		1.9k	341.79	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$635k	+7%	1.1k	572.13	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$633k		13k	48.05	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$627k		8.1k	77.11	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$597k		1.9k	320.81	View chart
Curtiss Wright Corp Stock (CW)	0.1	$579k	-15%	850.00	681.12	View chart
Rtx Corporation Stock (RTX)	0.0	$568k	+6%	2.9k	192.90	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$561k	-12%	7.1k	78.66	View chart
Cisco Sys Stock (CSCO)	0.0	$557k		7.2k	77.59	View chart
Resmed Stock (RMD)	0.0	$522k		2.3k	224.48	View chart
Cummins Stock (CMI)	0.0	$512k		952.00	538.02	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$510k	-22%	4.1k	125.13	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$506k	NEW	3.8k	132.10	View chart
Uber Technologies Stock (UBER)	0.0	$496k		6.9k	71.93	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.0	$490k		6.2k	79.27	View chart
Schwab 1000 Index Etf Etf (SCHK)	0.0	$488k	+9%	16k	31.33	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$479k	NEW	5.2k	92.76	View chart
Tjx Cos Stock (TJX)	0.0	$470k		2.9k	159.70	View chart
Booking Holdings Stock (BKNG)	0.0	$467k		111.00	4210.32	View chart
Deere & Co Stock (DE)	0.0	$456k		809.00	563.30	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$439k	+11%	3.2k	138.31	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$425k		2.9k	145.94	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$424k		688.00	616.76	View chart
Ishares Silver Trust Etf (SLV)	0.0	$416k		6.1k	68.14	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$400k		2.8k	142.43	View chart
Colgate Palmolive Stock (CL)	0.0	$396k		4.6k	85.23	View chart
Duke Energy Corp Stock (DUK)	0.0	$396k	-3%	3.0k	130.94	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$392k	+42%	5.8k	67.53	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$389k		2.9k	132.50	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$385k	-18%	4.2k	91.77	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$377k		5.3k	71.13	View chart
Eaton Corp Stock (ETN)	0.0	$377k		1.1k	357.67	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$373k		4.9k	76.54	View chart
Markel Group Stock (MKL)	0.0	$371k		194.00	1914.07	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$371k		9.2k	40.40	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$361k	+6%	3.3k	108.98	View chart
Altria Group Stock (MO)	0.0	$359k	+24%	5.4k	65.99	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.0	$355k	-97%	16k	22.91	View chart
Eli Lilly & Co Stock (LLY)	0.0	$351k	NEW	382.00	919.77	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$351k	+10%	6.9k	50.80	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$351k	-97%	4.5k	77.18	View chart
Sp Funds Dow Jones Global Sukuk Etf Etf (SPSK)	0.0	$347k	+16%	19k	17.90	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$338k	+2%	6.3k	53.22	View chart
Bank America Corp Stock (BAC)	0.0	$336k	+2%	6.9k	48.75	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$335k	+2%	6.4k	52.56	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$327k	NEW	2.9k	111.37	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$326k		13k	25.10	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$325k	+5%	1.0k	313.81	View chart
State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	0.0	$325k	+6%	8.2k	39.48	View chart
Xylem Stock (XYL)	0.0	$322k		2.7k	119.50	View chart
Iqvia Hldgs Stock (IQV)	0.0	$313k		1.8k	170.54	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$312k		1.5k	205.80	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$311k	+8%	3.9k	78.77	View chart
General Dynamics Corp Stock (GD)	0.0	$308k		896.00	343.22	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$301k	NEW	3.0k	101.14	View chart
American Express Stock (AXP)	0.0	$300k		992.00	302.48	View chart
American Tower Corp Reit (AMT)	0.0	$299k		1.7k	172.58	View chart
Advanced Micro Devices Stock (AMD)	0.0	$295k		1.5k	203.43	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$294k	+10%	2.9k	101.74	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$293k	+3%	3.2k	90.53	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$292k	+17%	2.3k	124.46	View chart
Capital One Finl Corp Stock (COF)	0.0	$292k	+13%	1.6k	182.43	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$288k	NEW	3.3k	87.84	View chart
Fedex Corp Stock (FDX)	0.0	$285k		800.00	356.18	View chart
Choice Hotels Intl Stock (CHH)	0.0	$280k	NEW	2.7k	103.50	View chart
Global X Mlp Etf Etf (MLPA)	0.0	$278k		5.2k	53.87	View chart
Automatic Data Processing Stock (ADP)	0.0	$277k		1.4k	203.18	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$277k		843.00	328.66	View chart
Watsco Stock (WSO)	0.0	$277k		761.00	363.79	View chart
Federal Signal Corp Stock (FSS)	0.0	$270k		2.5k	108.14	View chart
Tesla Stock (TSLA)	0.0	$270k		725.00	371.75	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$264k		921.00	287.00	View chart
Stryker Corporation Stock (SYK)	0.0	$264k		803.00	328.59	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$258k		10k	25.62	View chart
State Street Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$256k		2.5k	100.97	View chart
Wells Fargo & Co Stock (WFC)	0.0	$248k		3.1k	79.61	View chart
Csx Corp Stock (CSX)	0.0	$247k	-3%	6.0k	41.05	View chart
Ge Vernova Stock (GEV)	0.0	$246k	NEW	282.00	872.90	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$244k	NEW	358.00	682.24	View chart
Martin Marietta Matls Stock (MLM)	0.0	$243k		413.00	588.68	View chart
Disney Walt Stock (DIS)	0.0	$243k	-2%	2.5k	96.38	View chart
M & T Bk Corp Stock (MTB)	0.0	$242k		1.2k	206.72	View chart
Lamar Advertising Co Cl A Reit (LAMR)	0.0	$241k		1.9k	126.66	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$237k	+3%	474.00	499.66	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.0	$236k		1.0k	229.04	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.0	$236k		9.2k	25.48	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$234k	NEW	3.1k	75.10	View chart
Trane Technologies Stock (TT)	0.0	$233k		558.00	416.74	View chart
Air Products And Chemicals Stock (APD)	0.0	$231k	NEW	796.00	290.49	View chart
International Business Machs Stock (IBM)	0.0	$230k	-19%	947.00	242.39	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$228k		511.00	446.54	View chart
Abbvie Stock (ABBV)	0.0	$228k	-12%	1.0k	217.49	View chart
Jacobs Solutions Stock (J)	0.0	$227k		1.8k	127.28	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$226k	NEW	11k	21.49	View chart
Fidelity Natl Finl Stock (FNF)	0.0	$223k		4.8k	46.38	View chart
Nucor Corp Stock (NUE)	0.0	$222k		1.3k	169.10	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$217k	NEW	3.1k	70.18	View chart
Bunge Global Sa Stock (BG)	0.0	$215k	NEW	1.7k	127.20	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$215k	NEW	998.00	215.06	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$214k		2.2k	96.47	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$214k		1.0k	209.02	View chart
Aflac Stock (AFL)	0.0	$209k		1.9k	109.71	View chart
Dominion Energy Stock (D)	0.0	$208k	NEW	3.4k	61.82	View chart
Enbridge Stock (ENB)	0.0	$204k	NEW	3.8k	54.04	View chart

Past Filings by Heartwood Wealth Advisors

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

Heartwood Wealth Advisors 2026 Q1 filed April 7, 2026
Heartwood Wealth Advisors 2025 Q4 filed Jan. 12, 2026
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

View all past filings

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