HEARTWOOD WEALTH ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 67K | $1.88M |
 | VZ | 33K | $1.65M |
 | KO | 24K | $1.86M |
 | NVO | 24K | $894.38K |
 | NKE | 22K | $1.18M |
 | AAPL | 21K | $5.39M |
 | UPS | 15K | $1.48M |
 | TGT | 14K | $1.64M |
 | PG | 13K | $1.84M |
 | MRK | 13K | $1.53M |
 | AMZN | 12K | $2.40M |
 | JNJ | 11K | $2.80M |
 | GOOGL | 11K | $3.14M |
 | CVX | 10K | $2.16M |
 | GOOG | 10K | $2.89M |
 | MSFT | 10K | $3.57M |
 | BN | 9K | $370.76K |
 | WMT | 9K | $1.11M |
 | XOM | 9K | $1.52M |
 | NVDA | 9K | $1.51M |
Pfizer Inc.
PFE
Shares Held
67K
Value
$1.88M
Verizon Communications Inc.
VZ
Shares Held
33K
Value
$1.65M
The Coca-Cola Company
KO
Shares Held
24K
Value
$1.86M
Novo Nordisk A/S
NVO
Shares Held
24K
Value
$894.38K
NIKE, Inc.
NKE
Shares Held
22K
Value
$1.18M
Apple Inc.
AAPL
Shares Held
21K
Value
$5.39M
United Parcel Service, Inc.
UPS
Shares Held
15K
Value
$1.48M
Target Corporation
TGT
Shares Held
14K
Value
$1.64M
The Procter & Gamble Company
PG
Shares Held
13K
Value
$1.84M
Merck & Co., Inc.
MRK
Shares Held
13K
Value
$1.53M
Amazon.com, Inc.
AMZN
Shares Held
12K
Value
$2.40M
Johnson & Johnson
JNJ
Shares Held
11K
Value
$2.80M
Alphabet Inc.
GOOGL
Shares Held
11K
Value
$3.14M
Chevron Corporation
CVX
Shares Held
10K
Value
$2.16M
Alphabet Inc.
GOOG
Shares Held
10K
Value
$2.89M
Microsoft Corporation
MSFT
Shares Held
10K
Value
$3.57M
Brookfield Corporation
BN
Shares Held
9K
Value
$370.76K
Walmart Inc.
WMT
Shares Held
9K
Value
$1.11M
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.52M
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.51M