Heartwood Wealth Advisors LLC Purchases in Q3 2024

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
202K
New
$74.26 - $78.84 $15M - $15.9M
202K $15.8M
VB
Vanguard Small Cap ETF

ETFs
3K
+ 0.86%
$214.77 - $237.72 $645K - $714K
354K $83.9M
VV
Vanguard Large Cap ETF

ETFs
2.68K
+ 0.7%
$236.92 - $263.4 $636K - $707K
385K $101M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.98K
+ 0.54%
$41.22 - $51.19 $164K - $203K
734K $35.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.44K
+ 0.57%
$25.45 - $29.53 $215K - $249K
1.5M $43.8M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
9.27K
+ 1.33%
$44.56 - $50.18 $413K - $465K
704K $35.1M
VO
Vanguard Mid Cap ETF

ETFs
926
+ 0.67%
$237.84 - $263.83 $220K - $244K
140K $36.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7.75K
+ 4.75%
$127.29 - $141.5 $987K - $1.1M
171K $23.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.79K
+ 1.07%
$117.9 - $128.2 $328K - $357K
264K $33.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.88K
+ 0.91%
$95.81 - $109.03 $180K - $205K
209K $22.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.49K
+ 1.05%
$96.25 - $101.98 $240K - $254K
239K $24.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.22K
+ 1.02%
$24.86 - $26.33 $229K - $243K
917K $24M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.6K
+ 0.84%
$75.32 - $84.37 $120K - $135K
192K $16.1M
IBMP
Ishares Tr Ibonds December 202

ETFs
27.3K
+ 4.03%
$24.92 - $25.47 $680K - $695K
704K $17.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.1K
+ 3.12%
$49.93 - $51.15 $553K - $566K
366K $18.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.26K
+ 3.91%
$39.95 - $45.86 $170K - $195K
113K $5.16M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.49K
+ 1.04%
$105.92 - $110.83 $157K - $165K
144K $15.9M
MUB
Ishares National Muni Bond ETF

ETFs
4.27K
+ 4.03%
$106.13 - $108.7 $453K - $464K
110K $12M
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.88K
+ 1.0%
$28.75 - $29.46 $226K - $232K
798K $23.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
880
+ 1.0%
$89.91 - $101.33 $79.1K - $89.2K
88.5K $8.68M
VUG
Vanguard Growth ETF

ETFs
186
+ 0.38%
$341.08 - $391.94 $63.4K - $72.9K
49K $18.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
738
+ 1.06%
$106.11 - $113.72 $78.3K - $83.9K
70.6K $7.98M
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
6.73K
+ 1.16%
$25.85 - $30.95 $174K - $208K
586K $17.8M
SUB
Ishares Short Term National Mu

ETFs
3.17K
+ 3.48%
$104.3 - $106.3 $331K - $337K
94.3K $10M
IDV
Ishares Tr

ETFs
4.04K
+ 3.08%
$27.62 - $30.64 $112K - $124K
135K $4.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.34K
+ 3.29%
$41.9 - $48.26 $98.2K - $113K
73.5K $3.52M
VBR
Vanguard Small Cap Value ETF

ETFs
547
+ 3.48%
$179.99 - $201.6 $98.5K - $110K
16.3K $3.26M
MMM
3 M CO

Industrials
211
+ 2.18%
$99.69 - $139.42 $21K - $29.4K
9.88K $1.35M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.74K
+ 3.89%
$24.91 - $25.63 $218K - $224K
233K $5.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 0.5%
$405.19 - $478.57 $12.2K - $14.4K
6.03K $2.78M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.16K
+ 2.32%
$66.31 - $74.08 $76.8K - $85.8K
51K $3.75M
IBM
International Business Machines Corp

Technology
117
+ 2.02%
$175.1 - $223.38 $20.5K - $26.1K
5.91K $1.31M
BLDR
Builders First Source, Inc.

Industrials
1.27K
New
$132.6 - $201.83 $169K - $257K
1.27K $246K
NSC
Norfolk Southern Corp

Industrials
921
New
$213.75 - $259.69 $197K - $239K
921 $228K
AFL
Aflac Inc

Financial Services
2.01K
New
$88.52 - $111.8 $178K - $224K
2.01K $224K
CAT
Caterpillar Inc

Industrials
150
+ 5.45%
$316.8 - $391.12 $47.5K - $58.7K
2.9K $1.14M
MTB
M&T Bank Corp

Financial Services
1.18K
New
$146.49 - $179.85 $173K - $212K
1.18K $210K
DEO
Diageo PLC

Consumer Defensive
1.48K
New
$120.02 - $140.77 $178K - $208K
1.48K $207K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
836
+ 3.3%
$52.25 - $58.97 $43.7K - $49.3K
26.2K $1.54M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.77K
New
$64.35 - $75.71 $178K - $210K
2.77K $204K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
1.27K
+ 5.05%
$54.2 - $65.22 $68.9K - $82.9K
26.4K $1.68M
JNJ
Johnson & Johnson

Healthcare
241
+ 2.53%
$145.48 - $167.38 $35.1K - $40.3K
9.75K $1.58M
MGC
Vanguard Mega Cap ETF

ETFs
480
+ 4.97%
$185.93 - $206.64 $89.2K - $99.2K
10.1K $2.09M
CSCO
Cisco Systems, Inc.

Technology
665
+ 2.97%
$44.74 - $53.22 $29.8K - $35.4K
23.1K $1.23M
WMT
Walmart Inc.

Consumer Defensive
642
+ 8.22%
$66.91 - $81.4 $43K - $52.3K
8.45K $682K
VZ
Verizon Communications Inc

Communication Services
589
+ 2.63%
$38.89 - $45.0 $22.9K - $26.5K
23K $1.03M
GS
Goldman Sachs Group Inc

Financial Services
56
+ 3.03%
$459.02 - $510.25 $25.7K - $28.6K
1.9K $942K
IWM
Ishares Russell 2000 ETF

ETFs
69
+ 1.7%
$200.87 - $224.6 $13.9K - $15.5K
4.14K $913K
INDA
Ishares Msci India Index Fund

ETFs
705
+ 6.91%
$54.86 - $59.22 $38.7K - $41.8K
10.9K $638K
Activity Summary
Buys All Purchases 71 New Holdings 8 Increased Positions 63 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Heartwood Wealth Advisors LLC Portfolio

Follow Heartwood Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email