List of top 200 securities held by Heartwood Wealth Advisors LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-04-21 13:21:44
Total Holdings: 173
Assets Under Management (AUM) :
$876,136,000 ($876.14M)
Reporting Manager: Anita Bost
Address:
9020 STONY POINT PKWY STE 225
RICHMOND, VA 23235
Since : total money flow = , gains and losses =
×