Stock Taper 
HEARTWOOD WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Markel Corporation | MKL | 220 | $429.66K |
 GE Vernova Inc. | GEV | 280 | $328.96K |
 Eli Lilly and Company | LLY | 392 | $470.18K |
 Martin Marietta Materials, Inc. | MLM | 413 | $238.18K |
 CrowdStrike Holdings, Inc. | CRWD | 456 | $347.99K |
 Mastercard Incorporated | MA | 466 | $239.34K |
 Vertex Pharmaceuticals Incorporated | VRTX | 503 | $249.85K |
 Trane Technologies plc | TT | 558 | $274.07K |
 Elevance Health Inc. | ELV | 643 | $248.67K |
 Tesla, Inc. | TSLA | 688 | $289.37K |
 GE Aerospace | GE | 705 | $263.48K |
 Deere & Company | DE | 711 | $451.01K |
 Air Products and Chemicals, Inc. | APD | 746 | $218.71K |
 Watsco, Inc. | WSO | 761 | $317.13K |
 FedEx Corporation | FDX | 800 | $250.5K |
 Stryker Corporation | SYK | 803 | $252.82K |
 Curtiss-Wright Corporation | CW | 850 | $644.1K |
 General Dynamics Corporation | GD | 896 | $317.4K |
 International Business Machines Corporation | IBM | 947 | $266.31K |
 Cummins Inc. | CMI | 952 | $678.98K |