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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
VZVerizon Communications Inc Com
Recent Activity
Decreased -0.08%
0.11%
$919,770
23,000 shares@ $39.99 avg price
IJKIshares S&p Mid-cap 400 Growth Etf
Recent Activity
0.11%
$915,574
10,069 shares@ $90.93 avg price
IWMIshares Russell 2000 Etf
Recent Activity
0.11%
$913,670
4,135 shares@ $220.97 avg price
PWRQuanta Svcs Inc Com
Recent Activity
0.11%
$908,644
2,875 shares@ $316.06 avg price
PEPPepsico Inc Com
Recent Activity
Increased 0.24%
0.11%
$901,108
5,926 shares@ $152.07 avg price
CVXChevron Corp New Com
Recent Activity
Increased 0.28%
0.11%
$898,587
6,204 shares@ $144.84 avg price
VOEVanguard Mid-cap Value Etf
Recent Activity
0.1%
$876,308
5,417 shares@ $161.77 avg price
DWXSpdr S&p International Dividend Etf
Recent Activity
Increased 2.77%
0.1%
$870,714
24,906 shares@ $34.97 avg price
MGKVanguard Mega Cap Growth Etf
Recent Activity
0.1%
$843,072
2,455 shares@ $343.42 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
Increased 108.1%
0.1%
$804,991
4,424 shares@ $181.96 avg price