Heartwood Wealth Advisors LLC Reduced Holdings in Q2 2025

Heartwood Wealth Advisors LLC

  • $910 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-26.3K
- 42.41%
$45.07 - $52.57 $1.19M - $1.38M
35.7K $1.75M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.45K
- 1.12%
$48.13 - $49.85 $214K - $222K
393K $19.3M
MUB
Ishares National Muni Bond ETF

ETFs
-1.66K
- 11.9%
$102.31 - $105.8 $169K - $175K
12.3K $1.28M
XOM
Exxon Mobil Corp

Energy
-113
- 1.18%
$99.93 - $119.04 $11.3K - $13.5K
9.45K $1.02M
XYL
Xylem Inc.

Industrials
-786
- 22.57%
$102.86 - $129.5 $80.8K - $102K
2.7K $348K
IQV
Iqvia Holdings Inc.

Healthcare
-31
- 1.65%
$137.0 - $174.37 $4.25K - $5.41K
1.85K $290K
VDE
Vanguard Energy ETF

ETFs
-7
- 0.18%
$105.87 - $130.56 $741 - $914
3.9K $467K
SUB
Ishares Short Term National Mu

ETFs
-1.01K
- 1.02%
$104.77 - $106.34 $106K - $108K
97.9K $10.4M
TFC
Truist Financial Corp

Financial Services
-1.09K
- 16.21%
$34.79 - $42.99 $37.8K - $46.7K
5.61K $241K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.28K
- 19.87%
$41.45 - $54.46 $53K - $69.6K
5.16K $268K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-248
- 7.81%
$103.88 - $123.68 $25.8K - $30.7K
2.93K $361K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-637
- 4.15%
$24.98 - $25.66 $15.9K - $16.3K
14.7K $376K
RWR
Spdr Dow Jones Reit ETF

ETFs
-67
- 2.56%
$86.33 - $99.71 $5.78K - $6.68K
2.55K $245K
APD
Air Products & Chemicals, Inc.

Basic Materials
-4
- 0.5%
$248.61 - $294.96 $994 - $1.18K
796 $224K
ADP
Automatic Data Processing Inc

Industrials
-45
- 3.19%
$276.76 - $326.81 $12.5K - $14.7K
1.36K $420K
DVY
Ishares Tr

ETFs
-23
- 0.52%
$118.37 - $134.86 $2.72K - $3.1K
4.41K $585K
Jacobs Solutions Inc Com
-84
- 4.5%
N/A
1.78K $0
MA
Mastercard Inc

Financial Services
-13
- 2.62%
$479.92 - $590.74 $6.24K - $7.68K
483 $271K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.42K
- 0.17%
$29.07 - $29.38 $41.3K - $41.7K
836K $24.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
-64
- 2.76%
$166.82 - $194.23 $10.7K - $12.4K
2.25K $437K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-683
- 0.27%
$96.84 - $99.46 $66.1K - $67.9K
255K $25.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-100
- 2.57%
$51.16 - $62.02 $5.12K - $6.2K
3.79K $235K
CMI
Cummins Inc

Industrials
-2
- 0.21%
$267.12 - $336.65 $534 - $673
952 $311K
MTB
M&T Bank Corp

Financial Services
-10
- 0.85%
$156.58 - $193.99 $1.57K - $1.94K
1.17K $226K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-348
- 2.61%
$19.1 - $23.83 $6.65K - $8.29K
13K $309K
VT
Vanguard Total World Stk Index

ETFs
-66
- 2.79%
$103.16 - $128.52 $6.81K - $8.48K
2.3K $295K
DE
Deere & CO

Industrials
-4
- 0.49%
$412.99 - $531.48 $1.65K - $2.13K
809 $411K
XLY
Select Sector Spdr Consumer Di

ETFs
-4
- 0.25%
$176.34 - $218.59 $705 - $874
1.57K $341K
AXP
American Express CO

Financial Services
-46
- 3.78%
$231.39 - $318.98 $10.6K - $14.7K
1.17K $373K
RMD
Resmed Inc

Healthcare
-27
- 1.15%
$204.54 - $258.0 $5.52K - $6.97K
2.32K $599K
MGC
Vanguard Mega Cap ETF

ETFs
-736
- 6.96%
$179.23 - $224.92 $132K - $166K
9.84K $2.21M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-24
- 0.82%
$272.36 - $339.57 $6.54K - $8.15K
2.91K $989K
UBER
Uber Technologies, Inc

Technology
-246
- 3.65%
$64.62 - $93.3 $15.9K - $23K
6.5K $606K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 1.77%
$4164.15 - $5789.24 $8.33K - $11.6K
111 $642K
PANW
Palo Alto Networks Inc

Technology
-113
- 2.52%
$152.44 - $204.64 $17.2K - $23.1K
4.37K $893K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-33
- 1.32%
$273.67 - $366.17 $9.03K - $12.1K
2.47K $905K
META
Meta Platforms, Inc.

Communication Services
-16
- 1.61%
$484.66 - $738.09 $7.75K - $11.8K
979 $722K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-27
- 0.92%
$320.42 - $424.58 $8.65K - $11.5K
2.92K $1.23M
GOOG
Alphabet Inc.

Communication Services
-261
- 2.43%
$146.58 - $180.01 $38.3K - $47K
10.5K $1.86M
AVGO
Broadcom Inc.

Technology
-30
- 1.68%
$146.29 - $275.65 $4.39K - $8.27K
1.76K $484K
VTV
Vanguard Value ETF

ETFs
-1.25K
- 1.1%
$153.67 - $176.74 $192K - $221K
112K $19.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-202
- 1.82%
$167.32 - $223.3 $33.8K - $45.1K
10.9K $2.39M
NVDA
Nvidia Corp

Technology
-44
- 0.71%
$94.31 - $157.99 $4.15K - $6.95K
6.17K $974K
PWR
Quanta Services, Inc.

Industrials
-72
- 2.5%
$239.47 - $381.26 $17.2K - $27.5K
2.8K $1.06M
ORCL
Oracle Corp

Technology
-10
- 0.23%
$122.82 - $218.63 $1.23K - $2.19K
4.38K $958K
XLK
Technology Sector Spdr

ETFs
-37
- 0.34%
$179.73 - $253.23 $6.65K - $9.37K
11K $2.78M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.36K
- 0.69%
$72.96 - $90.39 $99.3K - $123K
196K $17.5M
VUG
Vanguard Growth ETF

ETFs
-361
- 0.9%
$329.49 - $438.4 $119K - $158K
39.8K $17.4M
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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