Heartwood Wealth Advisors LLC Purchases and Sells in Q4 2024

Heartwood Wealth Advisors LLC

$879 Million
Q4 2024

Top Buys

Incresed Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	3.58K + 0.93%	$260.27 - $280.65 $933K - $1.01M	388K $105M
VB	3.54K + 1.0%	$233.76 - $261.58 $827K - $926K	357K $85.8M
GTEK	5.17K + 0.88%	$30.39 - $35.12 $157K - $182K	591K $19.1M
VONE	910 + 0.72%	$257.18 - $277.76 $234K - $253K	127K $34M
AMZN	523 + 4.92%	$180.88 - $232.93 $94.6K - $122K	11.2K $2.45M
IJS	2.19K + 1.05%	$104.59 - $118.05 $229K - $258K	211K $22.9M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ILF	31K New	$20.91 - $26.09 $648K - $809K	31K $648K
TSLA	771 New	$213.65 - $479.86 $165K - $370K	771 $311K
KKR	1.67K New	$129.87 - $162.87 $216K - $272K	1.67K $246K
WK	2K New	$76.11 - $114.78 $152K - $230K	2K $219K
FISV	1K New	N/A	1K $125K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	-2.77K - 1.44%	$75.1 - $82.99 $208K - $230K	190K $14.3M
TLT	-67 - 0.08%	$87.1 - $98.49 $5.84K - $6.6K	88.4K $7.72M
VTV	-550 - 0.46%	$168.32 - $181.87 $92.6K - $100K	118K $19.9M
SPTS	-15 - -0.0%	$28.88 - $29.33 $433 - $440	798K $23.2M
SPYD	-84 - 0.07%	$43.02 - $47.32 $3.61K - $3.97K	113K $4.89M
KO	-13 - 0.07%	$61.74 - $71.71 $803 - $932	17.9K $1.12M

Activity Summary All Purchases 77 New Holdings 5 Increased Positions 72 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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