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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
MMM3m Co Com
Recent Activity
Decreased -0.26%
0.15%
$1.272M
9,857 shares@ $129.09 avg price
KOCoca Cola Co Com
Recent Activity
Decreased -0.07%
0.13%
$1.117M
17,943 shares@ $62.26 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -1.18%
0.13%
$1.104M
3,492 shares@ $316.05 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -0.1%
0.13%
$1.096M
10,193 shares@ $107.57 avg price
GSGoldman Sachs Group Inc Com
Recent Activity
Decreased -0.52%
0.13%
$1.084M
1,893 shares@ $572.63 avg price
XLVHealth Care Select Sector Spdr Fund
Recent Activity
Decreased -1.51%
0.12%
$1.012M
7,354 shares@ $137.58 avg price
VZVerizon Communications Inc Com
Recent Activity
Decreased -0.08%
0.11%
$919,770
23,000 shares@ $39.99 avg price
PGProcter And Gamble Co Com
Recent Activity
Decreased -6.95%
0.08%
$634,723
3,786 shares@ $167.66 avg price
INDAIshares Msci India Etf
Recent Activity
Decreased -4.71%
0.07%
$547,351
10,398 shares@ $52.65 avg price
XLYConsumer Discretionary Select Sector Spdr Fund
Recent Activity
Decreased -1.66%
0.06%
$463,283
2,065 shares@ $224.36 avg price