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Air Products & Chemicals shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Air Products & Chemicals (APD) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Air Products & Chemicals

Tip: Access up to 7 years of quarterly data

All positions including Air Products & Chemicals held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Air Products & Chemicals by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $219k 798 273.80
2023-09-30 $293k 1.0k 283.40
2023-06-30 $309k 1.0k 299.53
2023-03-31 $297k 1.0k 287.21

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)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

Top funds holding Air Products & Chemicals

Vanguard Group
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Franklin Resources
Norges Bank Investment Management
Barrow, Hanley, Mewhinney & Strauss
Raymond James & Associates
Bank of New York Mellon
Neuberger Berman Group
Massachusetts Financial Services
Legal & General Group
Stifel Financial
Bahl & Gaynor

View all funds holding Air Products & Chemicals