Heartwood Wealth Advisors LLC Purchases in Q1 2025

Heartwood Wealth Advisors LLC

  • $830 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.5K
+ 6.91%
$95.85 - $99.25 $1.58M - $1.64M
256K $25.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.87K
+ 4.15%
$74.85 - $84.89 $589K - $668K
198K $16.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.29K
+ 0.61%
$25.81 - $28.52 $240K - $265K
1.52M $42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.5K
+ 328.83%
$102.49 - $119.96 $1.69M - $1.98M
21.5K $2.25M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.3K
+ 16.2%
$85.29 - $92.57 $1.22M - $1.33M
103K $9.35M
VONE
Vanguard Russell 1000 ETF

ETFs
12.8K
+ 10.02%
$250.16 - $278.79 $3.19M - $3.56M
140K $35.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
8.05K
+ 5.58%
$106.22 - $111.09 $855K - $894K
152K $16.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.5K
+ 6.67%
$73.78 - $76.59 $996K - $1.03M
216K $16.5M
SPTS
Spdr Portfolio Short Term Trea

ETFs
38.7K
+ 4.85%
$28.92 - $29.24 $1.12M - $1.13M
837K $24.5M
IBMP
Ishares Tr Ibonds December 202

ETFs
44.4K
+ 6.26%
$25.1 - $25.34 $1.11M - $1.12M
753K $19M
IDV
Ishares Tr

ETFs
16.7K
+ 12.35%
$27.0 - $31.7 $451K - $530K
152K $4.72M
PG
Procter & Gamble CO

Consumer Defensive
5.72K
+ 150.95%
$158.56 - $176.26 $906K - $1.01M
9.5K $1.62M
MCD
Mcdonalds Corp

Consumer Cyclical
2.85K
+ 75.85%
$279.74 - $321.29 $796K - $914K
6.6K $2.06M
MRK
Merck & Co., Inc.

Healthcare
9.76K
New
$83.01 - $101.02 $810K - $986K
9.76K $876K
GLD
Spdr Gold Trust

ETFs
2.43K
+ 85.15%
$243.19 - $288.14 $590K - $699K
5.28K $1.52M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.04K
+ 8.54%
$105.1 - $109.61 $635K - $662K
76.8K $8.35M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12.9K
New
$49.42 - $50.43 $638K - $651K
12.9K $645K
BNDX
Vanguard Total International B

ETFs
13.2K
New
$48.33 - $49.5 $637K - $652K
13.2K $643K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.01K
+ 7.83%
$67.08 - $76.14 $269K - $305K
55.2K $4.07M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.18K
New
$77.7 - $78.94 $480K - $488K
6.18K $488K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17.7K
+ 7.51%
$25.08 - $25.39 $443K - $448K
253K $6.39M
SUB
Ishares Short Term National Mu

ETFs
4.08K
+ 4.3%
$105.3 - $106.24 $429K - $433K
98.9K $10.4M
JNJ
Johnson & Johnson

Healthcare
1.31K
+ 13.39%
$142.06 - $167.7 $186K - $219K
11.1K $1.84M
AMGN
Amgen Inc

Healthcare
700
+ 18.13%
$258.59 - $327.36 $181K - $229K
4.56K $1.42M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.22K
New
$51.52 - $52.37 $320K - $326K
6.22K $325K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.17K
New
$50.82 - $52.7 $314K - $325K
6.17K $324K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.35K
+ 2.23%
$48.65 - $53.06 $65.8K - $71.8K
62K $3.22M
VZ
Verizon Communications Inc

Communication Services
3.48K
+ 15.12%
$37.81 - $46.49 $132K - $162K
26.5K $1.2M
KO
Coca Cola CO

Consumer Defensive
1.48K
+ 8.27%
$60.81 - $72.32 $90.2K - $107K
19.4K $1.39M
CVX
Chevron Corp

Energy
569
+ 9.17%
$146.71 - $167.97 $83.5K - $95.6K
6.77K $1.13M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.16K
+ 1.03%
$42.18 - $45.16 $49.1K - $52.5K
114K $5.05M
UBER
Uber Technologies, Inc

Technology
1.25K
+ 22.71%
$63.17 - $81.49 $78.8K - $102K
6.74K $491K
XLV
Select Sector Spdr Fund Health

ETFs
516
+ 7.02%
$137.61 - $149.68 $71K - $77.2K
7.87K $1.15M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.3K
+ 4.96%
$55.76 - $59.54 $72.3K - $77.2K
27.4K $1.59M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
2.74K
+ 22.58%
$17.57 - $18.05 $48.2K - $49.5K
14.9K $268K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.08%
$890.62 - $1076.86 $891 - $1.08K
1.18K $1.12M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
63
+ 2.2%
$128.74 - $138.67 $8.11K - $8.74K
2.92K $396K
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 0.2%
$124.46 - $147.4 $373 - $442
1.53K $217K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
351
+ 5.49%
$54.25 - $57.64 $19K - $20.2K
6.75K $371K
VTI
Vanguard Total Stock Market Et

ETFs
112
+ 11.32%
$271.18 - $303.12 $30.4K - $33.9K
1.1K $302K
MA
Mastercard Inc

Financial Services
5
+ 1.02%
$504.67 - $576.31 $2.52K - $2.88K
496 $271K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
431
+ 12.46%
$57.21 - $65.8 $24.7K - $28.4K
3.89K $227K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
154
+ 18.53%
$254.58 - $302.92 $39.2K - $46.6K
985 $251K
META
Meta Platforms, Inc.

Communication Services
33
+ 3.43%
$576.36 - $736.67 $19K - $24.3K
995 $573K
PFE
Pfizer Inc

Healthcare
690
+ 5.22%
$25.01 - $27.13 $17.3K - $18.7K
13.9K $352K
Spdr Ssga My2029 Municipal Bond ETF
228K
New
N/A
228K $0
Amplify Junior Silver Miners ETF
82.7K
New
N/A
82.7K $0
Spdr Ssga My2030 Municipal Bond ETF
228K
New
N/A
228K $0
Spdr Ssga My2030 Corporate Bond ETF
333K
New
N/A
333K $0
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 74 Reductions 74 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