Heartwood Wealth Advisors LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Heartwood Wealth Advisors LLC opened 5 positions, added to 35, reduced 25, sold out of 5 and left 31 unchanged. The largest increase in value was KMB (+$1,551,214); the largest decrease was VZ (-$1,652,885).
- VZ: Country of operation United States; Class Stock; Shares 2026-03-31 32,926; Shares 2026-06-30 0.
- XOMXXXX: Country of operation —; Class Stock; Shares 2026-03-31 8,941; Shares 2026-06-30 0.
- NOC: Country of operation United States; Class Stock; Shares 2026-03-31 358; Shares 2026-06-30 0.
- BG: Country of operation Switzerland; Class Stock; Shares 2026-03-31 1,693; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1794935): 2026-03-31 (filed 2026-04-07) and 2026-06-30 (filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SWF LLC | United States | $1.147B | 19 |
| MEANS INVESTMENT CO., INC. | United States | $1.148B | 215 |
| GODSEY & GIBB, INC | United States | $1.148B | 389 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | United States | $1.145B | 213 |
| Spartan Wealth Advisory Services LLC | United States | $1.145B | 311 |
| Banco BTG Pactual S.A. | Brazil | $1.144B | 185 |
| Trust Point Inc. | United States | $1.151B | 831 |
| Hartford Funds Management Co LLC | United States | $1.152B | 100 |
| Delta Accumulation, LLC | United States | $1.152B | 87 |
| Wescott Financial Advisory Group, LLC | United States | $1.141B | 209 |