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Portfolio (Quarterly) Guide ↗

Heartwood Wealth Advisors LLC

· CIK 0001794935
13F Portfolio $1.3B AUM 227 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 102 Added 34 Reduced 5 Exited
Page 11 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 D DOMINION ENERGY INC COM Utilities 4,169.0 $285K 0.02% +800.0 +23.8% $68.29 -2.5%
202 AMT AMERICAN TOWER CORP COM Real Estate 1,733.0 $283K 0.02% $163.57 +7.5%
203 TT TRANE TECHNOLOGIES PLC SHS Industrials 558.0 $274K 0.02% $491.16 -7.7%
204 IBM INTERNATIONAL BUSINESS MACHS COM Technology 947.0 $266K 0.02% $281.21 -16.2%
205 MLPA GLOBAL X MLP ETF 5,000.0 $265K 0.02% -167.0 -3.2% $53.08 +6.2%
206 ABBV ABBVIE INC COM Healthcare 1,048.0 $264K 0.02% $251.64 +5.3%
207 GE GE AEROSPACE COM NEW Industrials 705.0 $263K 0.02% NEW $373.73 -6.8%
208 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 3,118.0 $261K 0.02% $83.75 +2.3%
209 WFC WELLS FARGO & CO COM Financial Services 3,120.0 $258K 0.02% $82.64 +1.5%
210 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 10,028.0 $256K 0.02% $25.52 -1.7%
211 SYK STRYKER CORPORATION COM Healthcare 803.0 $253K 0.02% $314.84 +4.6%
212 FDX FEDEX CORP COM Industrials 800.0 $251K 0.02% $313.13 +3.8%
213 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 503.0 $250K 0.02% -8.0 -1.6% $496.73 +10.3%
214 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 643.0 $249K 0.02% NEW $386.73 +3.6%
215 MA MASTERCARD INCORPORATED CL A Financial Services 466.0 $239K 0.02% -8.0 -1.7% $513.60 +13.1%
216 SCMB SCHWAB MUNICIPAL BOND ETF 9,243.0 $239K 0.02% $25.82 -2.1%
217 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 413.0 $238K 0.02% $576.70 -7.2%
218 SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 1,983.0 $236K 0.02% NEW $119.13 -2.6%
219 VIG VANGUARD DIVIDEND APPRECIATION ETF 998.0 $236K 0.02% $236.62 +3.1%
220 DGRO ISHARES CORE DIVIDEND GROWTH ETF 3,094.0 $234K 0.02% $75.79 +5.0%
Page 11 of 12  ·  227 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.7%
Industrials 16.2%
Financial Services 14.2%
Healthcare 14.0%
Consumer Defensive 12.5%
Consumer Cyclical 11.5%
Communication Services 5.0%
Energy 1.9%
Utilities 1.6%
Basic Materials 0.8%