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Intuitive Surgical shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Intuitive Surgical

Tip: Access up to 7 years of quarterly data

All positions including Intuitive Surgical held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuitive Surgical by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $233k 524 444.85

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 Intuitive Surgical

Vanguard Group
BlackRock
T. Rowe Price Associates
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Alliancebernstein
Morgan Stanley
Bank of New York Mellon
Fisher Investments
Franklin Resources
Jennison Associates
Baillie Gifford & Co
Invesco
Bank of America Corporation

View all funds holding Intuitive Surgical