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Portfolio (Quarterly) Guide ↗

Heartwood Wealth Advisors LLC

· CIK 0001794935
13F Portfolio $1.1B AUM 223 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 81 Added 51 Reduced 7 Exited
Page 4 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC COM Industrials 2,975.0 $2.1M 0.18% $708.46 +28.6%
62 HD HOME DEPOT INC COM Consumer Cyclical 6,161.0 $2.0M 0.18% +3K +111.0% $328.89 -3.5%
63 SPY STATE STREET SPDR S&P 500 ETF Financial Services 2,992.0 $1.9M 0.17% +45.0 +1.5% $650.41 +15.4%
64 PFE PFIZER INC COM Healthcare 66,948.0 $1.9M 0.16% +49K +273.4% $28.08 -6.6%
65 KO COCA COLA CO COM Consumer Defensive 24,418.0 $1.9M 0.16% +2K +7.2% $76.05 +7.8%
66 PG PROCTER & GAMBLE CO COM Consumer Defensive 12,710.0 $1.8M 0.16% +2K +18.6% $144.44 +2.4%
67 SCHX SCHWAB U.S. LARGE-CAP ETF 70,530.0 $1.8M 0.16% +3K +4.3% $25.64 +15.2%
68 AMGN AMGEN INC COM Healthcare 4,986.0 $1.8M 0.15% -253.0 -4.8% $351.85 -3.9%
69 IYE ISHARES U.S. ENERGY ETF 26,403.0 $1.7M 0.15% +8K +40.5% $64.77 -6.2%
70 XME STATE STREET SPDR S&P METALS & MINING ETF 15,541.0 $1.7M 0.15% -3K -14.0% $108.01 +14.1%
71 VZ VERIZON COMMUNICATIONS INC COM Communication Services 32,926.0 $1.7M 0.14% +3K +9.3% $50.20 -3.2%
72 TGT TARGET CORP COM Consumer Defensive 13,536.0 $1.6M 0.14% NEW $121.20 +6.6%
73 PWR QUANTA SVCS INC COM Industrials 2,803.0 $1.5M 0.13% $549.02 +34.4%
74 MRK MERCK & CO INC COM Healthcare 12,678.0 $1.5M 0.13% +453.0 +3.7% $120.29 +0.4%
75 XOM EXXON MOBIL CORP COM Energy 8,941.0 $1.5M 0.13% -852.0 -8.7% $169.66 -12.6%
76 NVDA NVIDIA CORPORATION COM Technology 8,674.0 $1.5M 0.13% -471.0 -5.2% $174.40 +22.1%
77 SILJ AMPLIFY JUNIOR SILVER MINERS ETF 49,889.0 $1.5M 0.13% -38K -43.1% $29.72 -0.4%
78 UPS UNITED PARCEL SVCS INC CL B Industrials 15,014.0 $1.5M 0.13% +12K +405.4% $98.38 +6.0%
79 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 13,868.0 $1.5M 0.13% $106.50 -0.1%
80 UNP UNION PAC CORP COM Industrials 5,955.0 $1.4M 0.13% -157.0 -2.6% $242.62 +14.8%
Page 4 of 12  ·  223 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 17.5%
Industrials 14.4%
Financial Services 14.1%
Healthcare 13.1%
Consumer Cyclical 12.1%
Consumer Defensive 11.5%
Communication Services 9.7%
Energy 4.4%
Utilities 1.7%
Basic Materials 0.8%