Heartwood Wealth Advisors LLC Purchases and Sells in Q3 2024

Heartwood Wealth Advisors LLC

$894 Million
Q3 2024

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VB	3K + 0.86%	$214.77 - $237.72 $645K - $714K	354K $83.9M
VV	2.68K + 0.7%	$236.92 - $263.4 $636K - $707K	385K $101M
GDXJ	3.98K + 0.54%	$41.22 - $51.19 $164K - $203K	734K $35.8M
SCHE	8.44K + 0.57%	$25.45 - $29.53 $215K - $249K	1.5M $43.8M
RDIV	9.27K + 1.33%	$44.56 - $50.18 $413K - $465K	704K $35.1M
VO	926 + 0.67%	$237.84 - $263.83 $220K - $244K	140K $36.8M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	202K New	$74.26 - $78.84 $15M - $15.9M	202K $15.8M
BLDR	1.27K New	$132.6 - $201.83 $169K - $257K	1.27K $246K
NSC	921 New	$213.75 - $259.69 $197K - $239K	921 $228K
AFL	2.01K New	$88.52 - $111.8 $178K - $224K	2.01K $224K
MTB	1.18K New	$146.49 - $179.85 $173K - $212K	1.18K $210K
DEO	1.48K New	$120.02 - $140.77 $178K - $208K	1.48K $207K

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	-550 - 4.69%	$149.54 - $192.66 $82.2K - $106K	11.2K $1.87M
UPS	-1.45K - 33.53%	$123.32 - $147.38 $179K - $214K	2.88K $392K
MSFT	-143 - 1.79%	$395.15 - $467.56 $56.5K - $66.9K	7.83K $3.37M
GOOGL	-234 - 2.55%	$148.65 - $191.18 $34.8K - $44.7K	8.93K $1.48M
BAC	-2.74K - 27.36%	$36.65 - $44.13 $101K - $121K	7.28K $289K
AMAT	-165 - 7.98%	$174.88 - $254.97 $28.9K - $42.1K	1.9K $384K

Activity Summary All Purchases 71 New Holdings 8 Increased Positions 63 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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