Stock Taper 
HEARTWOOD WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ResMed Inc. | RMD | 1.75K | $341.04K |
 American Tower Corporation | AMT | 1.73K | $283.47K |
 Jacobs Solutions Inc. | J | 1.73K | $217.48K |
 Capital One Financial Corporation | COF | 1.6K | $320.79K |
 Advanced Micro Devices, Inc. | AMD | 1.45K | $842.32K |
 Eaton Corporation plc | ETN | 1.34K | $572.71K |
 Automatic Data Processing, Inc. | ADP | 1.33K | $298.75K |
 Nucor Corporation | NUE | 1.31K | $291.8K |
 Meta Platforms, Inc. | META | 1.22K | $688.9K |
 Norfolk Southern Corporation | NSC | 1.2K | $378.77K |
 Costco Wholesale Corporation | COST | 1.15K | $1.08M |
 AbbVie Inc. | ABBV | 1.05K | $263.72K |
 TE Connectivity plc | TEL | 1.02K | $206.04K |
 American Express Company | AXP | 992 | $335.54K |
 Cummins Inc. | CMI | 952 | $678.98K |
 International Business Machines Corporation | IBM | 947 | $266.31K |
 General Dynamics Corporation | GD | 896 | $317.4K |
 Curtiss-Wright Corporation | CW | 850 | $644.1K |
 Stryker Corporation | SYK | 803 | $252.82K |
 FedEx Corporation | FDX | 800 | $250.5K |