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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
AMZNAmazon Com Inc Com
Recent Activity
Increased 4.92%
0.28%
$2.448M
11,158 shares@ $219.4 avg price
MGCVanguard Mega Cap Etf
Recent Activity
Increased 2.68%
0.25%
$2.212M
10,401 shares@ $212.67 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 0.55%
0.25%
$2.141M
11,241 shares@ $190.44 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 2.35%
0.2%
$1.729M
9,135 shares@ $189.31 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 0.41%
0.19%
$1.662M
6,935 shares@ $239.72 avg price
XMESpdr S&p Metals & Mining Etf
Recent Activity
0.17%
$1.5M
26,431 shares@ $56.75 avg price
SDOGAlps Sector Dividend Dogs Etf
Recent Activity
Decreased -0.09%
0.17%
$1.477M
26,135 shares@ $56.52 avg price
JNJJohnson & Johnson Com
Recent Activity
Increased 0.15%
0.16%
$1.412M
9,762 shares@ $144.62 avg price
CSCOCisco Sys Inc Com
Recent Activity
Increased 0.13%
0.16%
$1.366M
23,078 shares@ $59.21 avg price
IBMInternational Business Machs Com
Recent Activity
Increased 0.09%
0.15%
$1.3M
5,913 shares@ $219.84 avg price