test

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
NVDANvidia Corporation Com
Recent Activity
Increased 4.49%
0.15%
$1.283M
9,557 shares@ $134.3 avg price
MMM3m Co Com
Recent Activity
Decreased -0.26%
0.15%
$1.272M
9,857 shares@ $129.09 avg price
UNPUnion Pac Corp Com
Recent Activity
Increased 0.08%
0.14%
$1.24M
5,439 shares@ $228.05 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 1.84%
0.14%
$1.234M
2,106 shares@ $586.18 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
0.14%
$1.225M
3,050 shares@ $401.58 avg price
IYEIshares U.s. Energy Etf
Recent Activity
0.14%
$1.218M
26,725 shares@ $45.57 avg price
LOWLowes Cos Inc Com
Recent Activity
Increased 0.11%
0.14%
$1.193M
4,832 shares@ $246.81 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