Heartwood Wealth Advisors LLC Purchases and Sells in Q1 2025

Heartwood Wealth Advisors LLC

$830 Million
Q1 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	16.5K + 6.91%	$95.85 - $99.25 $1.58M - $1.64M	256K $25.3M
EFA	7.87K + 4.15%	$74.85 - $84.89 $589K - $668K	198K $16.1M
SCHE	9.29K + 0.61%	$25.81 - $28.52 $240K - $265K	1.52M $42M
IJR	16.5K + 328.83%	$102.49 - $119.96 $1.69M - $1.98M	21.5K $2.25M
TLT	14.3K + 16.2%	$85.29 - $92.57 $1.22M - $1.33M	103K $9.35M
VONE	12.8K + 10.02%	$250.16 - $278.79 $3.19M - $3.56M	140K $35.6M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRK	9.76K New	$83.01 - $101.02 $810K - $986K	9.76K $876K
IAGG	12.9K New	$49.42 - $50.43 $638K - $651K	12.9K $645K
BNDX	13.2K New	$48.33 - $49.5 $637K - $652K	13.2K $643K
VCSH	6.18K New	$77.7 - $78.94 $480K - $488K	6.18K $488K
IGSB	6.22K New	$51.52 - $52.37 $320K - $326K	6.22K $325K
IGIB	6.17K New	$50.82 - $52.7 $314K - $325K	6.17K $324K

Top Sells

Reduced Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPAB	-903K - 98.33%	$24.73 - $25.62 $22.3M - $23.1M	15.3K $391K
VV	-39.8K - 10.24%	$253.32 - $282.66 $10.1M - $11.2M	349K $89.6M
MUB	-97.1K - 87.46%	$104.71 - $107.69 $10.2M - $10.5M	13.9K $1.47M
VB	-15.9K - 4.45%	$217.89 - $252.64 $3.46M - $4.01M	341K $75.7M
VUG	-8.5K - 17.47%	$369.1 - $427.61 $3.14M - $3.63M	40.2K $14.9M
GTEK	-46.3K - 7.83%	$29.59 - $35.55 $1.37M - $1.64M	545K $16.2M

Activity Summary All Purchases 61 New Holdings 12 Increased Positions 49 All Sells 74 Reductions 74 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.