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Curtiss-Wright shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Curtiss-Wright (CW) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Curtiss-Wright

Tip: Access up to 7 years of quarterly data

All positions including Curtiss-Wright held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Curtiss-Wright by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $223k 1.0k 222.79

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)
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 Curtiss-Wright

Vanguard Group
Robeco Investment Management
PRIMECAP Management Company
Alliancebernstein
Wellington Management Company
Bank of New York Mellon
Dimensional Fund Advisors
Brown Advisory Holdings Incorporated
Norges Bank Investment Management
Select Equity
T. Rowe Price Associates
Global Alpha Capital Management
Goldman Sachs Group
Charles Schwab Investment Management
Lord, Abbett & Co

View all funds holding Curtiss-Wright