Heartwood Wealth Advisors LLC Purchases and Sells in Q1 2024

Heartwood Wealth Advisors LLC

$812 Million
Q1 2024

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GTEK	114K + 24.76%	$26.49 - $29.66 $3.02M - $3.38M	575K $16.9M
VYM	10.1K + 4.08%	$109.98 - $120.99 $1.12M - $1.23M	259K $31.3M
GDXJ	73.7K + 11.3%	$31.12 - $38.74 $2.29M - $2.86M	726K $28.1M
RDIV	18.7K + 2.8%	$41.68 - $45.83 $780K - $858K	687K $31.5M
SPTS	57.9K + 8.05%	$28.84 - $29.16 $1.67M - $1.69M	778K $22.5M
AGG	18.1K + 8.43%	$96.75 - $99.37 $1.75M - $1.8M	232K $22.8M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VONE	128K New	$212.91 - $238.32 $27.3M - $30.5M	128K $30.5M
IJT	162K New	$119.97 - $130.73 $19.4M - $21.1M	162K $21.1M
EDV	157K New	$73.47 - $80.71 $11.5M - $12.6M	157K $12M
GS	1.8K New	$376.91 - $417.69 $677K - $751K	1.8K $750K
MGK	2.48K New	$251.48 - $289.44 $623K - $717K	2.48K $710K
DIS	2.16K New	$89.29 - $122.36 $193K - $264K	2.16K $263K

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	-463K - 34.18%	$46.21 - $50.27 $21.4M - $23.3M	892K $44.8M
SCHE	-314K - 17.47%	$23.47 - $25.45 $7.36M - $7.99M	1.48M $37.4M
SUB	-35.9K - 28.66%	$104.73 - $105.42 $3.76M - $3.79M	89.4K $9.37M
EFA	-52K - 21.46%	$73.11 - $80.04 $3.8M - $4.16M	190K $15.2M
VUG	-13.3K - 21.4%	$301.05 - $346.61 $4M - $4.6M	48.7K $16.8M
XLK	-11K - 48.68%	$184.12 - $211.02 $2.03M - $2.32M	11.6K $2.42M

Activity Summary All Purchases 61 New Holdings 14 Increased Positions 47 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heartwood Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heartwood Wealth Advisors LLC with notifications on news.