Stock Taper 
HEARTWOOD WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-B | 7.94K | $3.97M |
 McDonald's Corporation | MCD | 7.88K | $2.13M |
 JPMorgan Chase & Co. | JPM | 7.21K | $2.36M |
 Cisco Systems, Inc. | CSCO | 7.18K | $843.95K |
 NextEra Energy, Inc. | NEE | 7.02K | $616.41K |
 Bank of America Corporation | BAC | 6.89K | $392.82K |
 The Home Depot, Inc. | HD | 6.59K | $2.33M |
 Union Pacific Corporation | UNP | 6.06K | $1.65M |
 CSX Corporation | CSX | 6K | $285.42K |
 Palo Alto Networks, Inc. | PANW | 5.94K | $2.03M |
 Lowe's Companies, Inc. | LOW | 5.44K | $1.2M |
 Altria Group, Inc. | MO | 5.39K | $387.88K |
 Amgen Inc. | AMGN | 5.16K | $1.87M |
 Fidelity National Financial, Inc. | FNF | 4.8K | $226.46K |
 PepsiCo, Inc. | PEP | 4.71K | $637.73K |
 Colgate-Palmolive Company | CL | 4.63K | $424.11K |
 Philip Morris International Inc. | PM | 4.44K | $803.78K |
 UnitedHealth Group Incorporated | UNH | 4.41K | $1.83M |
 Oracle Corporation | ORCL | 4.41K | $645.55K |
 Dominion Energy, Inc. | D | 4.17K | $284.7K |