Heartwood Wealth Advisors LLC Incresed Positions 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
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
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.01K
+ 7.83%
$67.08 - $76.14 $269K - $305K
55.2K $4.07M
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
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
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
351
+ 5.49%
$54.25 - $57.64 $19K - $20.2K
6.75K $371K
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 0.2%
$124.46 - $147.4 $373 - $442
1.53K $217K
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
IWO
Ishares Russell 2000 Gwt ETF

ETFs
154
+ 18.53%
$254.58 - $302.92 $39.2K - $46.6K
985 $251K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
431
+ 12.46%
$57.21 - $65.8 $24.7K - $28.4K
3.89K $227K
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
Vanguard Intermediate Term Tax Exempt Bond ETF
7.75K
+ 9.63%
N/A
88.2K $0
VT
Vanguard Total World Stk Index

ETFs
20
+ 0.85%
$115.08 - $123.97 $2.3K - $2.48K
2.36K $273K
DIS
Walt Disney CO

Communication Services
60
+ 2.36%
$96.87 - $114.0 $5.81K - $6.84K
2.6K $257K
PANW
Palo Alto Networks Inc

Technology
55
+ 1.24%
$167.82 - $208.28 $9.23K - $11.5K
4.48K $764K
MGK
Vanguard Mega Cap Growth ETF

ETFs
50
+ 2.04%
$307.43 - $357.48 $15.4K - $17.9K
2.51K $773K
MGC
Vanguard Mega Cap ETF

ETFs
171
+ 1.64%
$199.2 - $222.69 $34.1K - $38.1K
10.6K $2.13M
GOOGL
Alphabet Inc.

Communication Services
178
+ 1.95%
$154.33 - $206.19 $27.5K - $36.7K
9.31K $1.44M
URA
Global X Uranium ETF

ETFs
40K
+ 6.81%
$22.92 - $30.98 $916K - $1.24M
627K $14.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.86K
+ 1.36%
$96.3 - $112.23 $276K - $321K
214K $20.9M
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
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