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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
MCDMcdonalds Corp Com
Recent Activity
Increased 0.38%
0.13%
$1.088M
3,752 shares@ $289.89 avg price
GSGoldman Sachs Group Inc Com
Recent Activity
Decreased -0.52%
0.13%
$1.084M
1,893 shares@ $572.63 avg price
COSTCostco Whsl Corp New Com
Recent Activity
Increased 0.17%
0.13%
$1.08M
1,179 shares@ $916.28 avg price
CATCaterpillar Inc Com
Recent Activity
0.12%
$1.053M
2,904 shares@ $362.76 avg price
VOTVanguard Mid-cap Growth Etf
Recent Activity
0.12%
$1.017M
4,006 shares@ $253.76 avg price
XLVHealth Care Select Sector Spdr Fund
Recent Activity
Decreased -1.51%
0.12%
$1.012M
7,354 shares@ $137.58 avg price
AMGNAmgen Inc Com
Recent Activity
Increased 0.19%
0.12%
$1.006M
3,861 shares@ $260.64 avg price
HDHome Depot Inc Com
Recent Activity
Increased 0.79%
0.12%
$994,647
2,557 shares@ $388.99 avg price
IWBIshares Russell 1000 Etf
Recent Activity
0.11%
$951,661
2,954 shares@ $322.17 avg price
HYMBSpdr Nuveen Bloomberg High Yield Municipal Bond Etf
Recent Activity
0.11%
$939,144
36,714 shares@ $25.58 avg price