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Energy Services of America shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Energy Services of America (ESOA) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Energy Services of America

Tip: Access up to 7 years of quarterly data

All positions including Energy Services of America held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Services of America by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $776 75 10.35

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)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
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)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Energy Services of America

Huntington National Bank
BlackRock
Vanguard Group
Stokes Family Office
Balyasny Asset Management
Millennium Management
Needham Investment Management
Dimensional Fund Advisors
Geode Capital Management
Wexford Capital
Raffles Associates
American Century Companies
State Street Corporation
Bank of New York Mellon
Northern Trust

View all funds holding Energy Services of America