Heartwood Wealth Advisors LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $894 Million distributed in 174 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $101M, Vanguard Small Cap ETF with a value of $83.9M, Vanguard Ftse Developed Market with a value of $47.4M, Schwab Strategic Tr Us Emergin with a value of $43.8M, and Vanguard Mid Cap ETF with a value of $36.8M.
Examining the 13F form we can see an increase of $58.7M in the current position value, from $836M to 894M.
Below you can find more details about Heartwood Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$894 Million
ETFs: $833 Million
Technology: $14.6 Million
Industrials: $9.75 Million
Financial Services: $8.53 Million
Consumer Defensive: $6.52 Million
Consumer Cyclical: $6.31 Million
Healthcare: $5.78 Million
Communication Services: $5.15 Million
Other: $5.11 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
