Heartwood Wealth Advisors LLC Sells in Q3 2024

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-550
- 4.69%
$149.54 - $192.66 $82.2K - $106K
11.2K $1.87M
UPS
United Parcel Service Inc

Industrials
-1.45K
- 33.53%
$123.32 - $147.38 $179K - $214K
2.88K $392K
MSFT
Microsoft Corp

Technology
-143
- 1.79%
$395.15 - $467.56 $56.5K - $66.9K
7.83K $3.37M
GOOGL
Alphabet Inc.

Communication Services
-234
- 2.55%
$148.65 - $191.18 $34.8K - $44.7K
8.93K $1.48M
BAC
Bank Of America Corp

Financial Services
-2.74K
- 27.36%
$36.65 - $44.13 $101K - $121K
7.28K $289K
AMAT
Applied Materials Inc

Technology
-165
- 7.98%
$174.88 - $254.97 $28.9K - $42.1K
1.9K $384K
NVDA
Nvidia Corp

Technology
-613
- 6.28%
$98.91 - $134.91 $60.6K - $82.7K
9.15K $1.11M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-30
- 20.98%
$3305.62 - $4268.05 $99.2K - $128K
113 $475K
APD
Air Products & Chemicals, Inc.

Basic Materials
-471
- 37.06%
$247.34 - $300.11 $116K - $141K
800 $238K
TFC
Truist Financial Corp

Financial Services
-2.83K
- 29.72%
$38.22 - $44.94 $108K - $127K
6.7K $286K
DE
Deere & CO

Industrials
-275
- 25.28%
$344.84 - $418.0 $94.8K - $115K
813 $339K
UBER
Uber Technologies, Inc

Technology
-993
- 15.39%
$58.48 - $77.47 $58.1K - $76.9K
5.46K $410K
DIS
Walt Disney CO

Communication Services
-389
- 13.59%
$85.6 - $98.61 $33.3K - $38.4K
2.47K $237K
LLY
Eli Lilly & CO

Healthcare
-43
- 14.98%
$772.14 - $960.02 $33.2K - $41.3K
244 $216K
KMB
Kimberly Clark Corp

Consumer Defensive
-334
- 18.03%
$135.05 - $148.35 $45.1K - $49.5K
1.52K $215K
V
Visa Inc.

Financial Services
-317
- 8.23%
$253.74 - $291.56 $80.4K - $92.4K
3.53K $971K
META
Meta Platforms, Inc.

Communication Services
-198
- 17.55%
$453.41 - $572.44 $89.8K - $113K
930 $532K
PANW
Palo Alto Networks Inc

Technology
-108
- 4.83%
$294.18 - $368.01 $31.8K - $39.7K
2.13K $726K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-681
- 13.28%
$59.93 - $66.52 $40.8K - $45.3K
4.45K $295K
COF
Capital One Financial Corp

Financial Services
-305
- 17.9%
$131.42 - $153.05 $40.1K - $46.7K
1.4K $209K
PFE
Pfizer Inc

Healthcare
-1.25K
- 8.6%
$27.7 - $31.39 $34.5K - $39.1K
13.2K $382K
TT
Trane Technologies PLC

Industrials
-159
- 22.18%
$314.21 - $388.71 $50K - $61.8K
558 $216K
XLK
Technology Sector Spdr

ETFs
-8
- 0.07%
$197.34 - $237.68 $1.58K - $1.9K
11.6K $2.62M
Jacobs Solutions Inc Com
-500
- 21.11%
N/A
1.87K $0
MGK
Vanguard Mega Cap Growth ETF

ETFs
-23
- 0.93%
$285.48 - $330.24 $6.57K - $7.6K
2.46K $790K
PEP
Pepsico Inc

Consumer Defensive
-100
- 1.66%
$161.9 - $179.3 $16.2K - $17.9K
5.91K $1.01M
TJX
Tjx Companies Inc

Consumer Cyclical
-52
- 1.58%
$107.93 - $120.23 $5.61K - $6.25K
3.25K $381K
IQV
Iqvia Holdings Inc.

Healthcare
-120
- 6.01%
$206.81 - $251.55 $24.8K - $30.2K
1.88K $444K
IWD
Ishares Russell 1000 Val ETF

ETFs
-62
- 2.6%
$173.36 - $189.8 $10.7K - $11.8K
2.33K $441K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-19
- 0.62%
$332.02 - $382.76 $6.31K - $7.27K
3.05K $1.14M
RTX
Raytheon Technologies Corp

Industrials
-270
- 9.3%
$99.55 - $123.34 $26.9K - $33.3K
2.63K $318K
JPM
Jpmorgan Chase & CO

Financial Services
-145
- 2.06%
$194.9 - $224.8 $28.3K - $32.6K
6.91K $1.46M
RWR
Spdr Dow Jones Reit ETF

ETFs
-64
- 2.38%
$92.36 - $108.47 $5.91K - $6.94K
2.62K $280K
UNH
Unitedhealth Group Inc

Healthcare
-28
- 4.49%
$488.01 - $604.18 $13.7K - $16.9K
596 $348K
AMT
American Tower Corp

Real Estate
-200
- 9.37%
$192.27 - $242.73 $38.5K - $48.5K
1.94K $449K
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 0.84%
$801.83 - $917.05 $8.02K - $9.17K
1.18K $1.04M
VOE
Vanguard Mid Cap Value Index F

ETFs
-381
- 6.57%
$149.02 - $167.67 $56.8K - $63.9K
5.42K $908K
CLX
Clorox CO

Consumer Defensive
-133
- 6.07%
$131.73 - $166.97 $17.5K - $22.2K
2.06K $335K
XLY
Select Sector Spdr Consumer Di

ETFs
-5
- 0.24%
$170.05 - $200.86 $850 - $1K
2.1K $420K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-154
- 0.96%
$36.98 - $41.55 $5.69K - $6.4K
15.9K $652K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-23
- 0.77%
$283.28 - $314.39 $6.52K - $7.23K
2.95K $928K
VOT
Vanguard Mid Cap Growth Index

ETFs
-13
- 0.32%
$218.05 - $243.47 $2.83K - $3.17K
4.01K $975K
UNP
Union Pacific Corp

Industrials
-74
- 1.34%
$221.78 - $256.09 $16.4K - $19K
5.44K $1.34M
PWR
Quanta Services, Inc.

Industrials
-100
- 3.36%
$239.58 - $298.23 $24K - $29.8K
2.88K $856K
RMD
Resmed Inc

Healthcare
-125
- 4.95%
$186.94 - $252.92 $23.4K - $31.6K
2.4K $585K
KO
Coca Cola CO

Consumer Defensive
-668
- 3.59%
$62.69 - $73.01 $41.9K - $48.8K
18K $1.29M
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 0.59%
$333.64 - $405.2 $5K - $6.08K
2.54K $1.03M
AAPL
Apple Inc.

Technology
-557
- 2.48%
$207.23 - $234.82 $115K - $131K
21.9K $5.09M
VONE
Vanguard Russell 1000 ETF

ETFs
-934
- 0.73%
$234.0 - $260.07 $219K - $243K
127K $32.9M
Activity Summary
Buys All Purchases 71 New Holdings 8 Increased Positions 63 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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