Stock Taper 
HEARTWOOD WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Xylem Inc. | XYL | 2.5K | $295.17K |
 Federal Signal Corporation | FSS | 2.5K | $321.23K |
 Intel Corp. | INTC | 2.6K | $362.76K |
 Duke Energy Corporation | DUK | 2.64K | $334.3K |
 Choice Hotels International, Inc. | CHH | 2.7K | $297.73K |
 Booking Holdings Inc. | BKNG | 2.73K | $487.13K |
 Quanta Services, Inc. | PWR | 2.75K | $1.98M |
 The TJX Companies, Inc. | TJX | 2.94K | $445.71K |
 RTX Corporation | RTX | 2.94K | $558.57K |
 Caterpillar Inc. | CAT | 2.98K | $3.17M |
 Howmet Aerospace Inc. | HWM | 3.11K | $836.96K |
 Wells Fargo & Company | WFC | 3.12K | $257.84K |
 Broadcom Inc. | AVGO | 3.22K | $1.22M |
 Visa Inc. | V | 3.71K | $1.27M |
 Dominion Energy, Inc. | D | 4.17K | $284.7K |
 Oracle Corporation | ORCL | 4.41K | $645.55K |
 UnitedHealth Group Incorporated | UNH | 4.41K | $1.83M |
 Philip Morris International Inc. | PM | 4.44K | $803.78K |
 Colgate-Palmolive Company | CL | 4.63K | $424.11K |
 PepsiCo, Inc. | PEP | 4.71K | $637.73K |