Heartwood Wealth Advisors LLC Purchases in Q2 2025

Heartwood Wealth Advisors LLC

  • $910 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
3.62K
+ 1.04%
$228.25 - $285.3 $827K - $1.03M
352K $100M
URA
Global X Uranium ETF

ETFs
6.83K
+ 1.09%
$20.26 - $38.81 $138K - $265K
634K $24.6M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.67K
+ 0.57%
$50.5 - $71.23 $185K - $261K
650K $43.9M
VB
Vanguard Small Cap ETF

ETFs
4.81K
+ 1.41%
$193.73 - $237.37 $931K - $1.14M
346K $82M
VEA
Vanguard Ftse Developed Market

ETFs
5.72K
+ 0.65%
$45.65 - $57.01 $261K - $326K
886K $50.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.72K
+ 0.44%
$24.38 - $30.18 $164K - $203K
1.53M $46.1M
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
6.9K
+ 1.27%
$25.78 - $36.08 $178K - $249K
551K $19.9M
VONE
Vanguard Russell 1000 ETF

ETFs
302
+ 0.22%
$225.48 - $280.86 $68.1K - $84.8K
140K $39.3M
VO
Vanguard Mid Cap ETF

ETFs
857
+ 0.63%
$228.54 - $279.83 $196K - $240K
137K $38.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.03K
+ 2.36%
$114.78 - $133.31 $693K - $804K
261K $34.8M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
109K
New
$14.41 - $16.7 $1.57M - $1.81M
109K $1.71M
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
122K
New
$12.13 - $13.94 $1.48M - $1.7M
122K $1.64M
MSFT
Microsoft Corp

Technology
1.11K
+ 14.1%
$354.56 - $497.45 $392K - $551K
8.96K $4.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.95K
+ 49.06%
$483.48 - $539.8 $1.43M - $1.59M
8.98K $4.36M
SCHX
Schwab Strategic Tr Us Large C

ETFs
42.5K
+ 246.25%
$19.6 - $24.44 $834K - $1.04M
59.8K $1.46M
HWM
Howmet Aerospace Inc.

Industrials
4.82K
New
$112.33 - $186.13 $542K - $898K
4.82K $897K
SCHA
Schwab Strategic Tr Us Small C

ETFs
30K
+ 295.49%
$20.42 - $25.3 $613K - $760K
40.2K $1.02M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.54K
+ 1.19%
$83.54 - $100.04 $212K - $254K
217K $21.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.4K
+ 10.38%
$39.89 - $49.46 $295K - $366K
78.6K $3.89M
IDV
Ishares Tr

ETFs
3.61K
+ 2.38%
$27.79 - $34.84 $100K - $126K
156K $5.37M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22.1K
+ 73.64%
$17.76 - $22.1 $392K - $488K
52.1K $1.15M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.9K
New
$22.92 - $28.05 $409K - $501K
17.9K $500K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.24K
+ 2.25%
$65.84 - $80.81 $81.7K - $100K
56.4K $4.52M
JPM
Jpmorgan Chase & CO

Financial Services
442
+ 6.39%
$210.28 - $289.91 $92.9K - $128K
7.36K $2.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3K
+ 13.91%
$90.56 - $109.49 $271K - $328K
24.5K $2.68M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
11.9K
New
$23.87 - $29.82 $285K - $356K
11.9K $356K
IBM
International Business Machines Corp

Technology
209
+ 4.14%
$221.03 - $294.78 $46.2K - $61.6K
5.26K $1.55M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
35
+ 0.14%
$48.48 - $67.3 $1.7K - $2.36K
25.8K $1.73M
COST
Costco Wholesale Corp

Consumer Defensive
240
+ 20.34%
$908.13 - $1056.85 $218K - $254K
1.42K $1.41M
CSCO
Cisco Systems, Inc.

Technology
1.47K
+ 6.72%
$53.19 - $69.38 $78.3K - $102K
23.4K $1.62M
FSS
Federal Signal Corp

Industrials
2.5K
New
$69.23 - $106.42 $173K - $266K
2.5K $266K
SPY
Spdr S&P 500 ETF Trust

ETFs
232
+ 11.19%
$496.48 - $617.85 $115K - $143K
2.31K $1.42M
WFC
Wells Fargo & Company

Financial Services
3.24K
New
$60.98 - $80.12 $198K - $260K
3.24K $259K
CTAS
Cintas Corp

Industrials
1.14K
New
$190.11 - $227.66 $216K - $259K
1.14K $253K
TT
Trane Technologies PLC

Industrials
558
New
$315.21 - $437.41 $176K - $244K
558 $244K
GOOGL
Alphabet Inc.

Communication Services
175
+ 1.88%
$144.7 - $178.6 $25.3K - $31.3K
9.49K $1.67M
KKR
Kkr & Co. Inc.

Financial Services
1.72K
New
$92.79 - $134.29 $160K - $231K
1.72K $229K
MLM
Martin Marietta Materials Inc

Basic Materials
413
New
$452.51 - $568.19 $187K - $235K
413 $226K
MO
Altria Group, Inc.

Consumer Defensive
3.85K
New
$55.56 - $60.91 $214K - $234K
3.85K $225K
TSLA
Tesla, Inc.

Consumer Cyclical
683
New
$221.86 - $362.89 $152K - $248K
683 $216K
V
Visa Inc.

Financial Services
561
+ 16.27%
$308.27 - $373.31 $173K - $209K
4.01K $1.42M
CAT
Caterpillar Inc

Industrials
121
+ 4.24%
$273.94 - $388.21 $33.1K - $47K
2.98K $1.15M
SLV
I Shares Silver Trust

ETFs
6.1K
New
$27.08 - $33.74 $165K - $206K
6.1K $200K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
206
+ 0.1%
$75.05 - $77.34 $15.5K - $15.9K
216K $16.7M
PM
Philip Morris International Inc.

Consumer Defensive
469
+ 16.23%
$149.23 - $184.95 $70K - $86.7K
3.36K $611K
VBR
Vanguard Small Cap Value ETF

ETFs
21
+ 0.14%
$162.76 - $195.77 $3.42K - $4.11K
15K $2.93M
LQD
Ishares Iboxx $ Investment Gra

ETFs
407
+ 0.53%
$105.23 - $109.61 $42.8K - $44.6K
77.2K $8.46M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
505
+ 7.48%
$50.08 - $63.14 $25.3K - $31.9K
7.25K $457K
SYK
Stryker Corp

Healthcare
160
+ 24.88%
$337.37 - $395.63 $54K - $63.3K
803 $317K
Activity Summary
Buys All Purchases 87 New Holdings 15 Increased Positions 72 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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