Heartwood Wealth Advisors »

General Dynamics Corporation shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of General Dynamics Corporation (GD) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in General Dynamics Corporation

Tip: Access up to 7 years of quarterly data

All positions including General Dynamics Corporation 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 General Dynamics Corporation by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $271k 896 302.20
2024-06-30 $260k 896 290.14
2024-03-31 $253k 896 282.49
2023-12-31 $233k 896 259.67

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 General Dynamics Corporation

Longview Asset Management
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Bank of America Corporation
Capital Research Global Investors
Wells Fargo & Company
Jpmorgan Chase & Co
Geode Capital Management
Sanders Capital
T. Rowe Price Associates
Morgan Stanley
Reed Conner & Birdwell

View all funds holding General Dynamics Corporation