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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
SCHFSchwab International Equity Etf
Recent Activity
Increased 92.13%
0.07%
$564,398
30,508 shares@ $18.5 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 3.45%
0.07%
$563,261
962 shares@ $585.52 avg price
RMDResmed Inc Com
Recent Activity
0.07%
$548,856
2,400 shares@ $228.69 avg price
INDAIshares Msci India Etf
Recent Activity
Decreased -4.71%
0.07%
$547,351
10,398 shares@ $52.65 avg price
VOOVanguard S&p 500 Etf
Recent Activity
0.06%
$515,641
957 shares@ $538.81 avg price
NEENextera Energy Inc Com
Recent Activity
Increased 0.67%
0.06%
$506,848
7,070 shares@ $71.69 avg price
VDEVanguard Energy Etf
Recent Activity
0.06%
$473,958
3,907 shares@ $121.31 avg price
XLYConsumer Discretionary Select Sector Spdr Fund
Recent Activity
Decreased -1.66%
0.06%
$463,283
2,065 shares@ $224.36 avg price
SCHXSchwab U.s. Large-cap Etf
Recent Activity
Increased 200%
0.06%
$456,878
19,710 shares@ $23.19 avg price
IWDIshares Russell 1000 Value Etf
Recent Activity
0.05%
$430,612
2,326 shares@ $185.13 avg price