Heartwood Wealth Advisors »

Automatic Data Processing shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Automatic Data Processing (ADP) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Automatic Data Processing

Tip: Access up to 7 years of quarterly data

All positions including Automatic Data Processing held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Automatic Data Processing by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $390k 1.4k 276.73
2024-06-30 $336k 1.4k 238.69
2023-06-30 $299k 1.4k 219.79

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Russell 1000 Etf Etf (VONE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

Top funds holding Automatic Data Processing

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of New York Mellon
Wells Fargo & Company
Alliancebernstein
Northern Trust
Capital Research Global Investors
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
Invesco
Deutsche Bank Aktiengesellschaft

View all funds holding Automatic Data Processing