Stock Taper 
HEARTWOOD WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Express Company | AXP | 992 | $335.54K |
 TE Connectivity plc | TEL | 1.02K | $206.04K |
 AbbVie Inc. | ABBV | 1.05K | $263.72K |
 Costco Wholesale Corporation | COST | 1.15K | $1.08M |
 Norfolk Southern Corporation | NSC | 1.2K | $378.77K |
 Meta Platforms, Inc. | META | 1.22K | $688.9K |
 Nucor Corporation | NUE | 1.31K | $291.8K |
 Automatic Data Processing, Inc. | ADP | 1.33K | $298.75K |
 Eaton Corporation plc | ETN | 1.34K | $572.71K |
 Advanced Micro Devices, Inc. | AMD | 1.45K | $842.32K |
 Capital One Financial Corporation | COF | 1.6K | $320.79K |
 Jacobs Solutions Inc. | J | 1.73K | $217.48K |
 American Tower Corporation | AMT | 1.73K | $283.47K |
 ResMed Inc. | RMD | 1.75K | $341.04K |
 Applied Materials, Inc. | AMAT | 1.77K | $1.28M |
 IQVIA Holdings Inc. | IQV | 1.82K | $351.27K |
 M&T Bank Corporation | MTB | 1.84K | $439.13K |
 Lamar Advertising Company | LAMR | 1.9K | $296.99K |
 Aflac Incorporated | AFL | 1.91K | $223.48K |
 The Walt Disney Company | DIS | 2.23K | $214.16K |