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Anita K Bost

@Heartwood Wealth Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$888.007MTotal holdings170
Assets growth rate-1.68%Assets growth rate (2-Q avg)3.14%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Heartwood Wealth Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 170 positions.

Assets under management

The assets under management (AUM) of Heartwood Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 888.007M in assets, with a quarterly growth rate of -1.68% and a 2-quarter average growth rate of 3.14%. The portfolio is managed by Anita K Bost, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DOWDow Inc Com
Recent Activity
Exited
0%
$900,029
16,475 shares@ $54.63 avg price
EWZIshares Msci Brazil Etf
Recent Activity
Exited
0%
$459,749
15,590 shares@ $29.49 avg price
EWZSIshares Msci Brazil Small-cap Etf
Recent Activity
Exited
0%
$382,520
30,407 shares@ $12.58 avg price
REGNRegeneron Pharmaceuticals Com
Recent Activity
Exited
0%
$252,298
240 shares@ $1051.25 avg price
BLDRBuilders Firstsource Inc Com
Recent Activity
Exited
0%
$246,590
1,272 shares@ $193.87 avg price
LLYEli Lilly & Co Com
Recent Activity
Exited
0%
$216,169
244 shares@ $885.94 avg price
DEODiageo Plc Spon Adr New
Recent Activity
Exited
0%
$207,844
1,481 shares@ $140.35 avg price
CSXCsx Corp Com
Recent Activity
Exited
0%
$207,353
6,005 shares@ $34.54 avg price
MDLZMondelez Intl Inc Cl A
Recent Activity
Exited
0%
$204,140
2,771 shares@ $73.68 avg price