Stock Taper 
HEARTWOOD WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Pfizer Inc. | PFE | 71.83K | $1.73M |
 Novo Nordisk A/S | NVO | 29.05K | $1.39M |
 NIKE, Inc. | NKE | 27.32K | $1.12M |
 The Coca-Cola Company | KO | 25.46K | $2.07M |
 Apple Inc. | AAPL | 23.02K | $6.66M |
 United Parcel Service, Inc. | UPS | 16.58K | $1.78M |
 Kimberly-Clark Corporation | KMB | 16.08K | $1.76M |
 Target Corporation | TGT | 14.27K | $1.86M |
 Merck & Co., Inc. | MRK | 13.47K | $1.73M |
 The Procter & Gamble Company | PG | 13.18K | $1.93M |
 Johnson & Johnson | JNJ | 12.23K | $3.11M |
 Amazon.com, Inc. | AMZN | 11.52K | $2.74M |
 Chevron Corporation | CVX | 10.88K | $1.8M |
 Alphabet Inc. | GOOGL | 10.84K | $3.87M |
 Alphabet Inc. | GOOG | 10.1K | $3.57M |
 Microsoft Corporation | MSFT | 10.03K | $3.74M |
 Brookfield Corporation | BN | 9.18K | $391.49K |
 NVIDIA Corporation | NVDA | 9.13K | $1.83M |
 Walmart Inc. | WMT | 8.96K | $1.01M |
 Uber Technologies, Inc. | UBER | 8.25K | $595.46K |