Heartwood Wealth Advisors LLC Incresed Positions in Q3 2025

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
359K
+ 977.78%
$24.11 - $24.94 $8.66M - $8.95M
396K $9.86M
VV
Vanguard Large Cap ETF

ETFs
2.53K
+ 0.72%
$285.05 - $309.14 $721K - $782K
355K $109M
VB
Vanguard Small Cap ETF

ETFs
3.11K
+ 0.9%
$237.58 - $259.17 $739K - $807K
349K $88.8M
URA
Global X Uranium ETF

ETFs
1.1K
+ 0.17%
$36.45 - $50.4 $40.1K - $55.5K
635K $30.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10.7K
+ 0.7%
$30.13 - $33.37 $321K - $355K
1.54M $51.4M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
12.6K
+ 1.77%
$47.78 - $52.76 $600K - $663K
724K $37.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.07K
+ 2.8%
$98.99 - $112.2 $601K - $681K
223K $24.6M
VEA
Vanguard Ftse Developed Market

ETFs
5.6K
+ 0.63%
$56.02 - $60.3 $314K - $337K
892K $53.4M
VO
Vanguard Mid Cap ETF

ETFs
2.42K
+ 1.77%
$279.83 - $293.74 $678K - $711K
139K $40.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.22K
+ 1.23%
$132.9 - $142.03 $428K - $457K
265K $37.3M
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
5.42K
+ 0.98%
$34.96 - $39.55 $189K - $214K
557K $21.7M
VUG
Vanguard Growth ETF

ETFs
65
+ 0.16%
$433.97 - $484.08 $28.2K - $31.5K
39.9K $19.1M
VTV
Vanguard Value ETF

ETFs
360
+ 0.32%
$175.51 - $186.57 $63.2K - $67.2K
113K $21M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.5K
+ 2.93%
$48.5 - $50.19 $559K - $579K
405K $20.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
737
+ 0.38%
$87.29 - $93.61 $64.3K - $69K
197K $18.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.83K
+ 1.89%
$97.75 - $100.75 $472K - $487K
260K $26.1M
GOOG
Alphabet Inc.

Communication Services
97
+ 0.93%
$175.16 - $255.24 $17K - $24.8K
10.6K $2.58M
IDV
Ishares Tr

ETFs
7.97K
+ 5.12%
$34.54 - $37.28 $275K - $297K
164K $6.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.99K
+ 5.07%
$49.43 - $54.52 $197K - $218K
82.6K $4.48M
IBMP
Ishares Tr Ibonds December 202

ETFs
17.5K
+ 2.32%
$25.3 - $25.56 $443K - $448K
771K $19.7M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.9K
+ 1.89%
$109.11 - $111.88 $316K - $324K
156K $17.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.78K
+ 4.93%
$79.76 - $85.78 $222K - $239K
59.2K $5.02M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
7.03K
+ 6.01%
$42.43 - $45.05 $298K - $317K
124K $5.46M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.94K
+ 1.82%
$76.16 - $78.59 $300K - $310K
220K $17.2M
JNJ
Johnson & Johnson

Healthcare
441
+ 3.86%
$155.17 - $185.42 $68.4K - $81.8K
11.9K $2.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.29K
+ 5.25%
$108.46 - $120.63 $140K - $155K
25.8K $3.07M
SPTS
Spdr Portfolio Short Term Trea

ETFs
12.3K
+ 1.47%
$29.12 - $29.34 $357K - $360K
848K $24.9M
XLK
Technology Sector Spdr

ETFs
106
+ 0.97%
$250.97 - $282.66 $26.6K - $30K
11.1K $3.12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.82K
+ 13.08%
$24.46 - $26.5 $191K - $207K
67.6K $1.78M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.44K
+ 1.86%
$107.66 - $112.36 $155K - $162K
78.7K $8.77M
ORCL
Oracle Corp

Technology
49
+ 1.12%
$218.96 - $328.33 $10.7K - $16.1K
4.43K $1.25M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.88K
+ 1.81%
$85.01 - $90.35 $160K - $170K
105K $9.41M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
233
+ 0.2%
$39.8 - $42.86 $9.27K - $9.99K
114K $4.88M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.7K
+ 14.18%
$25.29 - $28.33 $144K - $161K
45.9K $1.28M
VBR
Vanguard Small Cap Value ETF

ETFs
244
+ 1.62%
$195.41 - $212.37 $47.7K - $51.8K
15.3K $3.19M
VTI
Vanguard Total Stock Market Et

ETFs
701
+ 63.67%
$303.93 - $329.86 $213K - $231K
1.8K $591K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
9.09K
+ 8.36%
$15.13 - $16.64 $137K - $151K
118K $1.96M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.02K
+ 2.38%
$25.37 - $25.79 $153K - $155K
259K $6.64M
CVX
Chevron Corp

Energy
662
+ 7.9%
$145.57 - $161.83 $96.4K - $107K
9.04K $1.4M
MSFT
Microsoft Corp

Technology
9
+ 0.1%
$491.09 - $535.64 $4.42K - $4.82K
8.97K $4.64M
NVDA
Nvidia Corp

Technology
5
+ 0.08%
$153.3 - $186.58 $767 - $933
6.17K $1.15M
MCD
Mcdonalds Corp

Consumer Cyclical
239
+ 3.37%
$291.67 - $316.99 $69.7K - $75.8K
7.33K $2.23M
LOW
Lowes Companies Inc

Consumer Cyclical
27
+ 0.54%
$215.01 - $273.02 $5.81K - $7.37K
5.07K $1.27M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.97K
+ 7.62%
$21.69 - $23.34 $86.1K - $92.7K
56K $1.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
152
+ 15.88%
$567.77 - $614.76 $86.3K - $93.4K
1.11K $679K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
10.3K
+ 8.49%
$12.91 - $13.87 $133K - $143K
132K $1.77M
IWM
Ishares Russell 2000 ETF

ETFs
105
+ 2.54%
$214.92 - $244.84 $22.6K - $25.7K
4.24K $1.02M
MRK
Merck & Co., Inc.

Healthcare
873
+ 8.46%
$77.6 - $87.37 $67.7K - $76.3K
11.2K $939K
TSLA
Tesla, Inc.

Consumer Cyclical
56
+ 8.2%
$293.94 - $444.72 $16.5K - $24.9K
739 $328K
Activity Summary
Buys All Purchases 532 New Holdings 448 Increased Positions 84 Sells All Sells 26 Reductions 26 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