HEARTWOOD WEALTH ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VZ | 30K | $1.23M |
 | KO | 23K | $1.59M |
 | AAPL | 21K | $5.70M |
 | PFE | 18K | $446.43K |
 | JNJ | 12K | $2.54M |
 | MRK | 12K | $1.29M |
 | AMZN | 12K | $2.76M |
 | GOOGL | 11K | $3.46M |
 | PG | 11K | $1.54M |
 | GOOG | 10K | $3.28M |
 | MSFT | 10K | $4.80M |
 | XOM | 10K | $1.18M |
 | CVX | 10K | $1.47M |
 | WMT | 10K | $1.06M |
 | BN | 9K | $422.00K |
 | NVDA | 9K | $1.71M |
 | BRK-B | 8K | $4.08M |
 | MCD | 8K | $2.33M |
 | JPM | 7K | $2.35M |
 | CSCO | 7K | $556.16K |
Verizon Communications Inc.
VZ
Shares Held
30K
Value
$1.23M
The Coca-Cola Company
KO
Shares Held
23K
Value
$1.59M
Apple Inc.
AAPL
Shares Held
21K
Value
$5.70M
Pfizer Inc.
PFE
Shares Held
18K
Value
$446.43K
Johnson & Johnson
JNJ
Shares Held
12K
Value
$2.54M
Merck & Co., Inc.
MRK
Shares Held
12K
Value
$1.29M
Amazon.com, Inc.
AMZN
Shares Held
12K
Value
$2.76M
Alphabet Inc.
GOOGL
Shares Held
11K
Value
$3.46M
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.54M
Alphabet Inc.
GOOG
Shares Held
10K
Value
$3.28M
Microsoft Corporation
MSFT
Shares Held
10K
Value
$4.80M
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.18M
Chevron Corporation
CVX
Shares Held
10K
Value
$1.47M
Walmart Inc.
WMT
Shares Held
10K
Value
$1.06M
Brookfield Corporation
BN
Shares Held
9K
Value
$422.00K
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.71M
Berkshire Hathaway Inc.
BRK-B
Shares Held
8K
Value
$4.08M
McDonald's Corporation
MCD
Shares Held
8K
Value
$2.33M
JPMorgan Chase & Co.
JPM
Shares Held
7K
Value
$2.35M
Cisco Systems, Inc.
CSCO
Shares Held
7K
Value
$556.16K