Heartwood Wealth Advisors »

Anthem shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Anthem (ELV) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Anthem

Tip: Access up to 7 years of quarterly data

All positions including Anthem 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 Anthem by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $249k 643 386.73
2025-09-30 $93k 287 323.12

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 Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Anthem

BlackRock
Vanguard Capital Management
State Street Corporation
Wellington Management Company
Vanguard Portfolio Management
Sanders Capital
Geode Capital Management
Harris Associates L.P
T. Rowe Price Associates
Artisan Partners Limited Partnership
Invesco
First Eagle Investment Management
Norges Bank Investment Management
Bank of New York Mellon
FMR

View all funds holding Anthem