Stock Taper 
HEARTWOOD WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 3.71K | $1.27M |
 Broadcom Inc. | AVGO | 3.22K | $1.22M |
 Wells Fargo & Company | WFC | 3.12K | $257.84K |
 Howmet Aerospace Inc. | HWM | 3.11K | $836.96K |
 Caterpillar Inc. | CAT | 2.98K | $3.17M |
 RTX Corporation | RTX | 2.94K | $558.57K |
 The TJX Companies, Inc. | TJX | 2.94K | $445.71K |
 Quanta Services, Inc. | PWR | 2.75K | $1.98M |
 Booking Holdings Inc. | BKNG | 2.73K | $487.13K |
 Choice Hotels International, Inc. | CHH | 2.7K | $297.73K |
 Duke Energy Corporation | DUK | 2.64K | $334.3K |
 Intel Corp. | INTC | 2.6K | $362.76K |
 Federal Signal Corporation | FSS | 2.5K | $321.23K |
 Xylem Inc. | XYL | 2.5K | $295.17K |
 The Walt Disney Company | DIS | 2.23K | $214.16K |
 Aflac Incorporated | AFL | 1.91K | $223.48K |
 Lamar Advertising Company | LAMR | 1.9K | $296.99K |
 M&T Bank Corporation | MTB | 1.84K | $439.13K |
 IQVIA Holdings Inc. | IQV | 1.82K | $351.27K |
 Applied Materials, Inc. | AMAT | 1.77K | $1.28M |