Anita K Bost

@Heartwood Wealth Advisors Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$888.007M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AGGIshares Core U.s. Aggregate Bond Etf Recent Activity Increased 0.18%	2.62%	$23.178M 239,198 shares@ $96.9 avg price	Increased 0.18%
SPABSpdr Portfolio Aggregate Bond Etf Recent Activity Increased 0.18%	2.59%	$22.945M 918,179 shares@ $24.99 avg price	Increased 0.18%
IJSIshares S&p Small-cap 600 Value Etf Recent Activity Increased 1.05%	2.59%	$22.937M 211,184 shares@ $108.61 avg price	Increased 1.05%
GTEKGoldman Sachs Future Tech Leaders Equity Etf Recent Activity Increased 0.89%	2.15%	$19.091M 590,836 shares@ $32.32 avg price	Increased 0.89%
VTEBVanguard Tax-exempt Bond Etf Recent Activity Increased 1.02%	2.09%	$18.541M 369,850 shares@ $50.14 avg price	Increased 1.02%
IBMPIshares Ibonds Dec 2027 Term Muni Bond Etf Recent Activity Increased 0.76%	2.01%	$17.826M 709,060 shares@ $25.14 avg price	Increased 0.76%
URAGlobal X Uranium Etf Recent Activity Increased 1%	1.77%	$15.712M 586,722 shares@ $26.78 avg price	Increased 1%
TIPIshares Tips Bond Etf Recent Activity Increased 0.18%	1.74%	$15.383M 144,378 shares@ $106.56 avg price	Increased 0.18%
BIVVanguard Intermediate-term Bond Etf Recent Activity Increased 0.18%	1.71%	$15.137M 202,562 shares@ $74.73 avg price	Increased 0.18%
MUBIshares National Muni Bond Etf Recent Activity Increased 0.74%	1.34%	$11.826M 110,990 shares@ $106.56 avg price	Increased 0.74%