Heartwood Wealth Advisors LLC has filed its 13F form on April 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $812 Million distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $90.9M, Vanguard Small Cap ETF with a value of $79.5M, Vanguard Ftse Developed Market with a value of $44.8M, Schwab Strategic Tr Us Emergin with a value of $37.4M, and Vanguard Mid Cap ETF with a value of $34.4M.

Examining the 13F form we can see an increase of $61.1M in the current position value, from $751M to 812M.

Below you can find more details about Heartwood Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $812 Million
ETFs: $769 Million
Technology: $8.93 Million
Industrials: $7.32 Million
Financial Services: $6.64 Million
Healthcare: $4.3 Million
Consumer Defensive: $4.27 Million
Consumer Cyclical: $3.97 Million
Communication Services: $2.99 Million
Other: $4.01 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 157
  • Current Value $812 Million
  • Prior Value $751 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 14 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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