Heartwood Wealth Advisors LLC Reduced Holdings in Q1 2025

Heartwood Wealth Advisors LLC

  • $830 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-903K
- 98.33%
$24.73 - $25.62 $22.3M - $23.1M
15.3K $391K
VV
Vanguard Large Cap ETF

ETFs
-39.8K
- 10.24%
$253.32 - $282.66 $10.1M - $11.2M
349K $89.6M
MUB
Ishares National Muni Bond ETF

ETFs
-97.1K
- 87.46%
$104.71 - $107.69 $10.2M - $10.5M
13.9K $1.47M
VB
Vanguard Small Cap ETF

ETFs
-15.9K
- 4.45%
$217.89 - $252.64 $3.46M - $4.01M
341K $75.7M
VUG
Vanguard Growth ETF

ETFs
-8.5K
- 17.47%
$369.1 - $427.61 $3.14M - $3.63M
40.2K $14.9M
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
-46.3K
- 7.83%
$29.59 - $35.55 $1.37M - $1.64M
545K $16.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-6.45K
- 3.74%
$121.0 - $142.28 $780K - $917K
166K $20.7M
VO
Vanguard Mid Cap ETF

ETFs
-5.42K
- 3.84%
$251.87 - $277.95 $1.37M - $1.51M
136K $35.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-10.4K
- 3.9%
$126.11 - $135.06 $1.31M - $1.4M
255K $32.9M
AAPL
Apple Inc.

Technology
-210
- 1.02%
$209.68 - $247.1 $44K - $51.9K
20.4K $4.53M
GOOG
Alphabet Inc.

Communication Services
-494
- 4.39%
$156.06 - $207.71 $77.1K - $103K
10.7K $1.68M
IYE
Ishares Tr

ETFs
-11.3K
- 42.26%
$45.23 - $49.95 $511K - $564K
15.4K $760K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.24K
- 7.64%
$183.02 - $207.75 $227K - $258K
15K $2.8M
XLK
Technology Sector Spdr

ETFs
-491
- 4.27%
$206.38 - $242.18 $101K - $119K
11K $2.27M
MSFT
Microsoft Corp

Technology
-60
- 0.76%
$375.39 - $447.2 $22.5K - $26.8K
7.85K $2.95M
VTV
Vanguard Value ETF

ETFs
-4.29K
- 3.64%
$167.73 - $179.21 $719K - $768K
113K $19.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-56
- 0.5%
$190.26 - $242.06 $10.7K - $13.6K
11.1K $2.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-107
- 3.51%
$360.07 - $417.26 $38.5K - $44.6K
2.94K $1.06M
XLY
Select Sector Spdr Consumer Di

ETFs
-490
- 23.73%
$192.6 - $233.2 $94.4K - $114K
1.58K $310K
AVGO
Broadcom Inc.

Technology
-18
- 1.0%
$167.43 - $244.7 $3.01K - $4.4K
1.79K $299K
CAT
Caterpillar Inc

Industrials
-50
- 1.72%
$326.75 - $407.63 $16.3K - $20.4K
2.85K $941K
CLX
Clorox CO

Consumer Defensive
-514
- 24.95%
$141.76 - $162.89 $72.9K - $83.7K
1.55K $227K
ILF
Ishares Latin America 40 ETF

ETFs
-7.89K
- 25.45%
$20.87 - $24.43 $165K - $193K
23.1K $544K
IWM
Ishares Russell 2000 ETF

ETFs
-4
- 0.1%
$198.1 - $229.79 $792 - $919
4.13K $824K
HD
Home Depot, Inc.

Consumer Cyclical
-61
- 2.39%
$347.25 - $424.87 $21.2K - $25.9K
2.5K $914K
ETN
Eaton Corp PLC

Industrials
-46
- 4.18%
$271.83 - $371.23 $12.5K - $17.1K
1.05K $286K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-10
- 0.1%
$81.62 - $96.63 $816 - $966
10.1K $837K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.44K
- 12.37%
$21.75 - $24.28 $53K - $59.2K
17.3K $381K
SPY
Spdr S&P 500 ETF Trust

ETFs
-32
- 1.52%
$551.42 - $612.93 $17.6K - $19.6K
2.07K $1.16M
LOW
Lowes Companies Inc

Consumer Cyclical
-19
- 0.39%
$222.66 - $268.42 $4.23K - $5.1K
4.81K $1.12M
UPS
United Parcel Service Inc

Industrials
-145
- 5.01%
$109.66 - $136.26 $15.9K - $19.8K
2.75K $302K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-700
- 2.65%
$53.81 - $62.59 $37.7K - $43.8K
25.7K $1.44M
INDA
Ishares Msci India Index Fund

ETFs
-808
- 7.77%
$47.8 - $53.4 $38.6K - $43.1K
9.59K $493K
CW
Curtiss Wright Corp

Industrials
-50
- 5.0%
$304.82 - $384.07 $15.2K - $19.2K
950 $301K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-17
- 0.58%
$302.31 - $337.54 $5.14K - $5.74K
2.94K $900K
CMI
Cummins Inc

Industrials
-50
- 4.98%
$312.92 - $386.07 $15.6K - $19.3K
954 $299K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-242
- 8.06%
$120.29 - $134.6 $29.1K - $32.6K
2.76K $336K
TJX
Tjx Companies Inc

Consumer Cyclical
-424
- 13.06%
$112.81 - $126.16 $47.8K - $53.5K
2.82K $343K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.88%
$4295.4 - $5141.88 $4.3K - $5.14K
113 $520K
IBM
International Business Machines Corp

Technology
-863
- 14.59%
$217.4 - $264.74 $188K - $228K
5.05K $1.26M
WMT
Walmart Inc.

Consumer Defensive
-200
- 2.27%
$84.5 - $105.05 $16.9K - $21K
8.61K $755K
AMAT
Applied Materials Inc

Technology
-35
- 1.84%
$145.06 - $195.51 $5.08K - $6.84K
1.87K $271K
VOT
Vanguard Mid Cap Growth Index

ETFs
-1
- 0.02%
$237.72 - $276.98 $238 - $277
4.01K $979K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-270
- 2.59%
$23.16 - $27.04 $6.25K - $7.3K
10.2K $238K
BAC
Bank Of America Corp

Financial Services
-243
- 3.52%
$39.61 - $47.74 $9.63K - $11.6K
6.66K $277K
RMD
Resmed Inc

Healthcare
-50
- 2.08%
$219.7 - $257.65 $11K - $12.9K
2.35K $526K
UNH
Unitedhealth Group Inc

Healthcare
-61
- 10.66%
$461.52 - $548.18 $28.2K - $33.4K
511 $267K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-4
- 0.13%
$117.4 - $131.02 $470 - $524
3.18K $380K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-1.31K
- 12.25%
$23.24 - $26.16 $30.5K - $34.4K
9.41K $240K
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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