Heartwood Wealth Advisors LLC Incresed Positions in Q4 2024

Heartwood Wealth Advisors LLC

  • $879 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.6K
+ 92.13%
$18.41 - $40.87 $269K - $598K
30.5K $564K
UNP
Union Pacific Corp

Industrials
4
+ 0.07%
$223.15 - $249.32 $893 - $997
5.44K $1.24M
PEP
Pepsico Inc

Consumer Defensive
14
+ 0.24%
$151.29 - $176.1 $2.12K - $2.47K
5.93K $901K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.1%
$244.52 - $284.07 $1.22K - $1.42K
4.83K $1.19M
MUB
Ishares National Muni Bond ETF

ETFs
806
+ 0.73%
$105.78 - $108.7 $85.3K - $87.6K
111K $11.8M
JNJ
Johnson & Johnson

Healthcare
14
+ 0.14%
$143.34 - $165.86 $2.01K - $2.32K
9.76K $1.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.73K
+ 1.02%
$49.79 - $51.14 $186K - $191K
370K $18.5M
AMGN
Amgen Inc

Healthcare
7
+ 0.18%
$258.78 - $328.31 $1.81K - $2.3K
3.86K $1.01M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
164
+ 0.32%
$67.29 - $73.38 $11K - $12K
51.2K $3.48M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
32
+ 0.04%
$44.04 - $49.49 $1.41K - $1.58K
73.5K $3.24M
LQD
Ishares Iboxx $ Investment Gra

ETFs
143
+ 0.2%
$106.56 - $113.11 $15.2K - $16.2K
70.8K $7.56M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.69K
+ 0.99%
$134.53 - $150.65 $227K - $254K
172K $23.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
256
+ 0.18%
$106.33 - $110.69 $27.2K - $28.3K
144K $15.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
353
+ 0.17%
$74.5 - $78.37 $26.3K - $27.7K
203K $15.1M
URA
Global X Uranium ETF

ETFs
5.75K
+ 0.99%
$26.78 - $33.46 $154K - $192K
587K $15.7M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
5.31K
+ 0.75%
$48.12 - $52.79 $255K - $280K
709K $34.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
410
+ 0.17%
$96.64 - $101.23 $39.6K - $41.5K
239K $23.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.62K
+ 0.18%
$24.94 - $26.14 $40.3K - $42.2K
918K $22.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13.3K
+ 0.89%
$26.63 - $30.23 $355K - $403K
1.51M $40.3M
VEA
Vanguard Ftse Developed Market

ETFs
13.3K
+ 1.48%
$47.57 - $52.44 $634K - $699K
911K $43.6M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.37K
+ 0.6%
$42.32 - $55.35 $185K - $242K
738K $31.6M
Activity Summary
Buys All Purchases 77 New Holdings 5 Increased Positions 72 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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