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
HD
Home Depot, Inc.

Consumer Cyclical
200
+ 8.01%
$335.24 - $380.78 $67K - $76.2K
2.7K $988K
BAC
Bank Of America Corp

Financial Services
733
+ 11.01%
$34.39 - $47.46 $25.2K - $34.8K
7.39K $349K
DIS
Walt Disney CO

Communication Services
19
+ 0.73%
$81.72 - $124.01 $1.55K - $2.36K
2.62K $325K
CVX
Chevron Corp

Energy
1.61K
+ 23.7%
$133.73 - $168.51 $215K - $270K
8.38K $1.2M
IBMP
Ishares Tr Ibonds December 202

ETFs
404
+ 0.05%
$24.98 - $25.35 $10.1K - $10.2K
754K $19.1M
ILF
Ishares Latin America 40 ETF

ETFs
48
+ 0.21%
$21.35 - $26.21 $1.02K - $1.26K
23.2K $606K
UNP
Union Pacific Corp

Industrials
400
+ 7.36%
$208.27 - $238.46 $83.3K - $95.4K
5.84K $1.34M
RTX
Raytheon Technologies Corp

Industrials
144
+ 5.47%
$113.75 - $148.48 $16.4K - $21.4K
2.78K $405K
INDA
Ishares Msci India Index Fund

ETFs
20
+ 0.21%
$49.13 - $55.86 $983 - $1.12K
9.61K $535K
PEP
Pepsico Inc

Consumer Defensive
1.09K
+ 18.49%
$128.02 - $151.37 $140K - $166K
7.01K $925K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
138
+ 0.05%
$24.88 - $25.41 $3.43K - $3.51K
253K $6.43M
TJX
Tjx Companies Inc

Consumer Cyclical
215
+ 7.62%
$119.13 - $135.03 $25.6K - $29K
3.04K $375K
DUK
Duke Energy Corp

Utilities
234
+ 8.4%
$112.46 - $124.05 $26.3K - $29K
3.02K $356K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
460
+ 3.09%
$17.83 - $18.22 $8.2K - $8.38K
15.3K $279K
MCD
Mcdonalds Corp

Consumer Cyclical
492
+ 7.46%
$285.55 - $321.23 $140K - $158K
7.09K $2.07M
Amplify Junior Silver Miners ETF
167
+ 0.2%
N/A
82.8K $0
Spdr Ssga My2029 Corporate Bond ETF
1.9K
+ 0.58%
N/A
332K $0
Spdr Ssga My2028 Corporate Bond ETF
3.54K
+ 1.09%
N/A
329K $0
Vanguard Intermediate Term Tax Exempt Bond ETF
1.27K
+ 1.44%
N/A
89.5K $0
Spdr Ssga My2029 Municipal Bond ETF
365
+ 0.16%
N/A
229K $0
Spdr Ssga My2030 Municipal Bond ETF
365
+ 0.16%
N/A
228K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
9.24K
New
N/A
9.24K $0
Spdr Ssga My2030 Corporate Bond ETF
1.87K
+ 0.56%
N/A
335K $0
LOW
Lowes Companies Inc

Consumer Cyclical
232
+ 4.82%
$210.83 - $235.28 $48.9K - $54.6K
5.05K $1.12M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
30
+ 5.58%
$421.16 - $509.5 $12.6K - $15.3K
568 $252K
VZ
Verizon Communications Inc

Communication Services
673
+ 2.54%
$41.67 - $45.62 $28K - $30.7K
27.2K $1.17M
MRK
Merck & Co., Inc.

Healthcare
560
+ 5.74%
$73.47 - $87.12 $41.1K - $48.8K
10.3K $816K
IYE
Ishares Tr

ETFs
42
+ 0.27%
$40.36 - $49.67 $1.7K - $2.09K
15.5K $699K
TIP
Ishares Tr Tips Bd ETF

ETFs
782
+ 0.51%
$107.93 - $110.97 $84.4K - $86.8K
153K $16.9M
AMGN
Amgen Inc

Healthcare
253
+ 5.55%
$262.28 - $309.85 $66.4K - $78.4K
4.81K $1.34M
PG
Procter & Gamble CO

Consumer Defensive
175
+ 1.84%
$157.66 - $172.39 $27.6K - $30.2K
9.68K $1.54M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.88K
+ 2.52%
$38.81 - $44.28 $112K - $128K
117K $4.97M
JNJ
Johnson & Johnson

Healthcare
352
+ 3.18%
$146.36 - $159.82 $51.5K - $56.3K
11.4K $1.74M
TLT
Ishares Barclays 20+ Year Trea

ETFs
736
+ 0.72%
$83.97 - $92.85 $61.8K - $68.3K
103K $9.13M
AAPL
Apple Inc.

Technology
347
+ 1.7%
$172.42 - $223.89 $59.8K - $77.7K
20.7K $4.25M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
8.08K
+ 1.15%
$42.44 - $49.08 $343K - $397K
711K $34M
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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