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
PEP
Pepsico Inc

Consumer Defensive
-9
- 0.15%
$142.64 - $156.42 $1.28K - $1.41K
5.92K $887K
CSCO
Cisco Systems, Inc.

Technology
-1.15K
- 4.97%
$58.74 - $64.87 $67.3K - $74.3K
21.9K $1.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.26K
- 3.07%
$42.5 - $46.71 $95.9K - $105K
71.3K $3.22M
NEE
Nextera Energy Inc

Utilities
-47
- 0.66%
$66.96 - $76.16 $3.15K - $3.58K
7.02K $497K
FISV
Fiserv Inc

Technology
-50
- 5.0%
N/A
950 $118K
SYK
Stryker Corp

Healthcare
-25
- 3.74%
$355.18 - $399.9 $8.88K - $10K
643 $239K
RWR
Spdr Dow Jones Reit ETF

ETFs
-11
- 0.42%
$95.15 - $104.06 $1.05K - $1.14K
2.61K $259K
DVY
Ishares Tr

ETFs
-89
- 1.97%
$128.58 - $138.1 $11.4K - $12.3K
4.43K $595K
AFL
Aflac Inc

Financial Services
-100
- 4.99%
$100.99 - $111.19 $10.1K - $11.1K
1.91K $211K
IWD
Ishares Russell 1000 Val ETF

ETFs
-9
- 0.39%
$182.82 - $196.21 $1.65K - $1.77K
2.32K $435K
ADP
Automatic Data Processing Inc

Industrials
-15
- 1.05%
$286.85 - $318.64 $4.3K - $4.78K
1.41K $430K
AMT
American Tower Corp

Real Estate
-202
- 10.44%
$173.46 - $217.6 $35K - $44K
1.73K $377K
MKL
Markel Corp

Financial Services
-1
- 0.51%
$1660.14 - $2059.83 $1.66K - $2.06K
194 $362K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-518
- 1.7%
$18.36 - $20.51 $9.51K - $10.6K
30K $593K
JPM
Jpmorgan Chase & CO

Financial Services
-18
- 0.26%
$225.19 - $279.95 $4.05K - $5.04K
6.92K $1.7M
XOM
Exxon Mobil Corp

Energy
-635
- 6.23%
$105.44 - $118.93 $67K - $75.5K
9.56K $1.14M
UNP
Union Pacific Corp

Industrials
-4
- 0.07%
$225.21 - $254.42 $901 - $1.02K
5.44K $1.28M
V
Visa Inc.

Financial Services
-43
- 1.23%
$306.92 - $362.71 $13.2K - $15.6K
3.45K $1.21M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-5.99K
- 0.85%
$47.27 - $50.52 $283K - $303K
703K $34.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.98K
- 1.71%
$33.84 - $37.77 $67.1K - $74.9K
114K $4.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-22
- 0.36%
$442.66 - $534.52 $9.74K - $11.8K
6.02K $3.21M
VEA
Vanguard Ftse Developed Market

ETFs
-31.1K
- 3.41%
$47.4 - $52.99 $1.47M - $1.65M
880K $44.7M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-92.6K
- 12.53%
$43.79 - $57.46 $4.05M - $5.32M
646K $36.9M
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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