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Eli Lilly & Co. shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 244 885.94
2024-06-30 $260k 287 905.38
2024-03-31 $223k 287 777.96
2023-06-30 $416k 887 468.98

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 Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
State Street Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
PRIMECAP Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
International Assets Investment Management
Bank of America Corporation
Jennison Associates
Bank of New York Mellon

View all funds holding Eli Lilly & Co.