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
SPYDSpdr Portfolio S&p 500 High Dividend Etf Recent Activity Decreased -0.07%	0.56%	$4.885M 112,977 shares@ $43.24 avg price	Decreased -0.07%
SPDWSpdr Portfolio Developed World Ex-us Etf Recent Activity	0.45%	$3.954M 115,854 shares@ $34.13 avg price
IDVIshares International Select Dividend Etf Recent Activity Increased 0.11%	0.42%	$3.705M 135,321 shares@ $27.39 avg price	Increased 0.11%
VYMIVanguard International High Dividend Yield Etf Recent Activity Increased 0.33%	0.4%	$3.475M 51,196 shares@ $67.88 avg price	Increased 0.33%
MSFTMicrosoft Corp Com Recent Activity Increased 1.04%	0.38%	$3.335M 7,912 shares@ $421.5 avg price	Increased 1.04%
VWOVanguard Ftse Emerging Markets Etf Recent Activity Increased 0.05%	0.37%	$3.237M 73,507 shares@ $44.04 avg price	Increased 0.05%
VBRVanguard Small Cap Value Etf Recent Activity	0.37%	$3.222M 16,259 shares@ $198.19 avg price
AMLPAlerian Mlp Etf Recent Activity Decreased -0.91%	0.33%	$2.923M 60,693 shares@ $48.17 avg price	Decreased -0.91%
BRK.BBerkshire Hathaway Inc Del Cl B New Recent Activity Increased 0.2%	0.31%	$2.739M 6,043 shares@ $453.28 avg price	Increased 0.2%
XLKTechnology Select Sector Spdr Fund Recent Activity Decreased -0.96%	0.31%	$2.672M 11,490 shares@ $232.53 avg price	Decreased -0.96%