HEARTWOOD WEALTH ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VZ | 28K | $1.23M |
 | CSCO | 24K | $1.67M |
 | KO | 21K | $1.42M |
 | AAPL | 20K | $5.18M |
 | PFE | 14K | $345.20K |
 | JNJ | 12K | $2.20M |
 | MRK | 11K | $939.43K |
 | AMZN | 11K | $2.39M |
 | GOOG | 11K | $2.58M |
 | PG | 10K | $1.56M |
 | GOOGL | 9K | $2.31M |
 | XOM | 9K | $1.02M |
 | CVX | 9K | $1.40M |
 | MSFT | 9K | $4.64M |
 | WMT | 9K | $887.24K |
 | BRK-B | 8K | $4.11M |
 | BAC | 7K | $385.22K |
 | MCD | 7K | $2.23M |
 | JPM | 7K | $2.30M |
 | NEE | 7K | $530.17K |
Verizon Communications Inc.
VZ
Shares Held
28K
Value
$1.23M
Cisco Systems, Inc.
CSCO
Shares Held
24K
Value
$1.67M
The Coca-Cola Company
KO
Shares Held
21K
Value
$1.42M
Apple Inc.
AAPL
Shares Held
20K
Value
$5.18M
Pfizer Inc.
PFE
Shares Held
14K
Value
$345.20K
Johnson & Johnson
JNJ
Shares Held
12K
Value
$2.20M
Merck & Co., Inc.
MRK
Shares Held
11K
Value
$939.43K
Amazon.com, Inc.
AMZN
Shares Held
11K
Value
$2.39M
Alphabet Inc.
GOOG
Shares Held
11K
Value
$2.58M
The Procter & Gamble Company
PG
Shares Held
10K
Value
$1.56M
Alphabet Inc.
GOOGL
Shares Held
9K
Value
$2.31M
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.02M
Chevron Corporation
CVX
Shares Held
9K
Value
$1.40M
Microsoft Corporation
MSFT
Shares Held
9K
Value
$4.64M
Walmart Inc.
WMT
Shares Held
9K
Value
$887.24K
Berkshire Hathaway Inc.
BRK-B
Shares Held
8K
Value
$4.11M
Bank of America Corporation
BAC
Shares Held
7K
Value
$385.22K
McDonald's Corporation
MCD
Shares Held
7K
Value
$2.23M
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.30M
NextEra Energy, Inc.
NEE
Shares Held
7K
Value
$530.17K