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Martin Marietta Materials shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Martin Marietta Materials (MLM) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Martin Marietta Materials

Tip: Access up to 7 years of quarterly data

All positions including Martin Marietta Materials held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Martin Marietta Materials by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 413 538.25
2024-06-30 $224k 413 541.80
2024-03-31 $254k 413 613.94
2023-12-31 $206k 413 498.91

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 Martin Marietta Materials

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Investment Management
State Street Corporation
Jpmorgan Chase & Co
Reed Conner & Birdwell
Baillie Gifford & Co
Select Equity
Bank of America Corporation
Principal Financial Group
Geode Capital Management
Amundi
Goldman Sachs Group
T. Rowe Price Associates

View all funds holding Martin Marietta Materials