Heartwood Wealth Advisors LLC has filed its 13F form on July 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $836 Million distributed in 172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $95.4M, Vanguard Small Cap ETF with a value of $76.4M, Vanguard Ftse Developed Market with a value of $44.5M, Schwab Strategic Tr Us Emergin with a value of $39.7M, and Vanguard Mid Cap ETF with a value of $33.6M.
Examining the 13F form we can see an increase of $23.9M in the current position value, from $812M to 836M.
Below you can find more details about Heartwood Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$836 Million
ETFs: $777 Million
Technology: $14.1 Million
Industrials: $8.56 Million
Financial Services: $8.03 Million
Consumer Cyclical: $5.84 Million
Healthcare: $5.7 Million
Consumer Defensive: $5.68 Million
Communication Services: $5.6 Million
Other: $4.93 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions