Investments: Heartwood Wealth Advisors LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
614.372.765 $+8.290.492 $
+6,6 %
610.493.410 $+77.430.234 $
+4,0 %
532.585.751 $+51.703.399 $
+10,0 %
BANK OF AMERICA CORP /DE/BAC507.184.669 $+2.207.451 $
+0,4 %
504.977.218 $+73.501.486 $
+17,0 %
431.475.732 $+45.043.012 $
+11,7 %
Equitable Holdings, Inc.EQH25.897.838 $+398.090 $
+1,6 %
25.499.748 $+617.949 $
+2,5 %
24.881.799 $+404.881 $
+1,7 %
BlackRock, Inc.BLK9.565.544 $+373.190 $
+4,1 %
9.192.354 $-7.372.437 $
-44,5 %
16.564.791 $+711.657 $
+4,5 %
ALPHA PRO TECH LTDAPT6.736.917 $+1.852.894 $
+37,9 %
4.884.023 $+1.351.841 $
+38,3 %
3.532.182 $+413.016 $
+13,2 %
JANE STREET GROUP, LLC5.876.464 $+74.742 $
+1,3 %
5.801.722 $+211.494 $
+3,8 %
5.590.228 $+955 $
+0,0 %
Virtu Financial LLC5.836.639 $+55.119 $
+1,0 %
5.781.520 $+195.169 $
+3,5 %
5.586.351 $-846 $
-0,0 %
APPFOLIO INCAPPF5.698.186 $+519.266 $
+10,0 %
5.178.920 $+926.977 $
+21,8 %
4.251.943 $-274.400 $
-6,1 %
MICROSOFT CORPMSFT4.804.281 $+159.305 $
+3,4 %
4.644.976 $+188.680 $
+4,2 %
4.456.296 $+1.508.734 $
+51,2 %
BERKSHIRE HATHAWAY INCBRK-B4.084.534 $-24.863 $
-0,6 %
4.109.397 $-250.389 $
-5,7 %
4.359.786 $+1.153.122 $
+36,0 %
AMAZON COM INCAMZN2.759.915 $+366.602 $
+15,3 %
2.393.313 $+1.962 $
+0,1 %
2.391.351 $+279.084 $
+13,2 %
JOHNSON & JOHNSONJNJ2.535.138 $+335.686 $
+15,3 %
2.199.452 $+454.894 $
+26,1 %
1.744.558 $-91.125 $
-5,0 %
JPMORGAN CHASE & COJPM2.351.562 $+50.500 $
+2,2 %
2.301.062 $+167.614 $
+7,9 %
2.133.448 $+436.708 $
+25,7 %
MCDONALDS CORPMCD2.333.485 $+106.180 $
+4,8 %
2.227.305 $+155.820 $
+7,5 %
2.071.485 $+10.468 $
+0,5 %
SPS COMMERCE INCSPSC2.091.724 $+216.975 $
+11,6 %
1.874.749 $+266.771 $
+16,6 %
1.607.978 $+88.039 $
+5,8 %
AMGEN INCAMGN1.714.777 $+324.095 $
+23,3 %
1.390.682 $+46.565 $
+3,5 %
1.344.117 $-76.863 $
-5,4 %
NVIDIA CORPNVDA1.705.543 $+554.158 $
+48,1 %
1.151.385 $+177.219 $
+18,2 %
974.166 $+301.126 $
+44,7 %
CATERPILLAR INCCAT1.704.288 $+284.767 $
+20,1 %
1.419.521 $+264.596 $
+22,9 %
1.154.925 $+213.676 $
+22,7 %
COCA COLA COKO1.593.179 $+171.212 $
+12,0 %
1.421.967 $-4.353 $
-0,3 %
1.426.320 $+35.030 $
+2,5 %
PROCTER & GAMBLE CoPG1.535.567 $-20.293 $
-1,3 %
1.555.860 $+14.280 $
+0,9 %
1.541.580 $-77.580 $
-4,8 %
CHEVRON CORPCVX1.471.214 $+67.392 $
+4,8 %
1.403.822 $+204.176 $
+17,0 %
1.199.646 $+66.591 $
+5,9 %
ORACLE CORPORCL880.993 $-365.463 $
-29,3 %
1.246.456 $+288.201 $
+30,1 %
958.255 $+344.070 $
+56,0 %
VERIZON COMMUNICATIONS INCVZ1.226.951 $-1.100 $
-0,1 %
1.228.051 $+53.227 $
+4,5 %
1.174.824 $-26.218 $
-2,2 %
EXXON MOBIL CORPXOM1.178.490 $+155.646 $
+15,2 %
1.022.844 $+4.673 $
+0,5 %
1.018.171 $-118.562 $
-10,4 %
Walmart Inc.WMT1.062.183 $+174.939 $
+19,7 %
887.244 $+45.554 $
+5,4 %
841.690 $+85.994 $
+11,4 %
Palo Alto Networks IncPANW1.040.914 $+151.909 $
+17,1 %
889.005 $-4.453 $
-0,5 %
893.458 $+129.161 $
+16,9 %
PEPSICO INCPEP991.149 $+18.883 $
+1,9 %
972.266 $+46.534 $
+5,0 %
925.732 $+38.537 $
+4,3 %
Booking Holdings Inc.BKNG594.442 $-4.877 $
-0,8 %
599.319 $-43.287 $
-6,7 %
642.606 $+122.025 $
+23,4 %
RESMED INCRMD559.541 $-76.334 $
-12,0 %
635.875 $+36.541 $
+6,1 %
599.334 $+73.286 $
+13,9 %
NEXTERA ENERGY INCNEE563.806 $+33.640 $
+6,3 %
530.166 $+42.629 $
+8,7 %
487.537 $-10.323 $
-2,1 %
CURTISS WRIGHT CORPCW551.270 $+35.477 $
+6,9 %
515.793 $+51.670 $
+11,1 %
464.123 $+162.716 $
+54,0 %
PALATIN TECHNOLOGIES INCPTNT402.959 $-114.202 $
-22,1 %
517.161 $+517.161 $
RTX CorpRTX509.302 $+44.627 $
+9,6 %
464.675 $+59.177 $
+14,6 %
405.498 $+56.731 $
+16,3 %
CUMMINS INCCMI485.948 $+83.852 $
+20,9 %
402.096 $+90.316 $
+29,0 %
311.780 $+12.758 $
+4,3 %
PFIZER INCPFE446.432 $+101.229 $
+29,3 %
345.203 $+7.758 $
+2,3 %
337.445 $-15.313 $
-4,3 %
COLGATE PALMOLIVE COCL367.206 $-2.596 $
-0,7 %
369.802 $-50.701 $
-12,1 %
420.503 $-12.953 $
-3,0 %
DEERE & CODE376.646 $+4.894 $
+1,3 %
371.752 $-39.616 $
-9,6 %
411.368 $+29.786 $
+7,8 %
Eaton Corp plcETN336.028 $-58.432 $
-14,8 %
394.460 $+18.193 $
+4,8 %
376.267 $+89.758 $
+31,3 %
AMERICAN EXPRESS COAXP366.990 $-22.302 $
-5,7 %
389.292 $+15.447 $
+4,1 %
373.845 $+46.142 $
+14,1 %
Duke Energy CORPDUK366.047 $-7.802 $
-2,1 %
373.849 $+17.371 $
+4,9 %
356.478 $+16.548 $
+4,9 %
WATSCO INCWSO256.419 $-51.253 $
-16,7 %
307.672 $-28.401 $
-8,5 %
336.073 $-50.743 $
-13,1 %
MORGAN STANLEYMS304.749 $-30.383 $
-9,1 %
335.132 $+55.655 $
+19,9 %
279.477 $+11.357 $
+4,2 %
Walt Disney CoDIS295.233 $-11.292 $
-3,7 %
306.525 $-18.753 $
-5,8 %
325.278 $+68.263 $
+26,6 %
FEDEX CORPFDX231.088 $-88.435 $
-27,7 %
319.523 $+11.518 $
+3,7 %
308.005 $-22.317 $
-6,8 %
STRYKER CORPSYK282.230 $-14.615 $
-4,9 %
296.845 $-20.846 $
-6,6 %
317.691 $+78.334 $
+32,7 %
ADVANCED MICRO DEVICES INCAMD310.532 $+175.437 $
+129,9 %
135.095 $+135.095 $
GENERAL DYNAMICS CORPGD301.647 $-3.889 $
-1,3 %
305.536 $+44.209 $
+16,9 %
261.327 $+17.095 $
+7,0 %
UNITED PARCEL SERVICE INCUPS294.693 $+65.904 $
+28,8 %
228.789 $-48.089 $
-17,4 %
276.878 $-25.595 $
-8,5 %
AbbVie Inc.ABBV275.102 $-8.071 $
-2,9 %
283.173 $+59.872 $
+26,8 %
223.301 $-28.752 $
-11,4 %
Mastercard IncMA261.463 $-13.272 $
-4,8 %
274.735 $+3.318 $
+1,2 %
271.417 $-451 $
-0,2 %
CINTAS CORPCTAS214.024 $-19.562 $
-8,4 %
233.586 $-20.040 $
-7,9 %
253.626 $+253.626 $
GENERAL ELECTRIC COGE235.643 $-15.843 $
-6,3 %
251.486 $+251.486 $
Trane Technologies plcTT217.174 $-18.280 $
-7,8 %
235.454 $-8.621 $
-3,5 %
244.075 $+244.075 $
TE Connectivity plcTEL232.515 $+4.862 $
+2,1 %
227.653 $+227.653 $
CSX CORPCSX225.149 $+11.911 $
+5,6 %
213.238 $+213.238 $
UNITEDHEALTH GROUP INCUNH222.494 $+52.261 $
+30,7 %
170.233 $-97.403 $
-36,4 %
NUCOR CORPNUE213.674 $+33.281 $
+18,4 %
180.393 $+180.393 $
AFLAC INCAFL210.175 $-2.725 $
-1,3 %
212.900 $+11.893 $
+5,9 %
201.007 $-10.921 $
-5,2 %
ENBRIDGE INCENB190.867 $+190.867 $
Bank of New York Mellon CorpBK190.135 $+190.135 $
3M COMMM174.422 $+174.422 $
WORKIVA INCWK172.160 $+172.160 $
AUTOZONE INCAZO167.319 $+167.319 $
EMERSON ELECTRIC COEMR152.300 $+152.300 $
TotalEnergies SETTE147.613 $+147.613 $
Bunge Global SABG137.556 $+137.556 $
STERIS plcSTE134.607 $+134.607 $
SYSCO CORPSYY132.156 $+132.156 $
AECOMACM131.644 $+131.644 $
ELI LILLY & CoLLY131.236 $+131.236 $
FISERV INCFISV122.484 $-87.305 $
-41,6 %
SCHWAB CHARLES CORPSCHW113.705 $+113.705 $
INTUITIVE SURGICAL INCISRG109.571 $+109.571 $
DOLLAR GENERAL CORPDG107.484 $+107.484 $
CONOCOPHILLIPSCOP105.657 $+105.657 $
SOUTHERN COSO105.479 $+105.479 $
STARBUCKS CORPSBUX100.166 $+100.166 $
DIAGEO PLCDEO95.430 $+95.430 $
SAP SESAP93.524 $+93.524 $
BOEING COBA92.159 $+92.159 $
NETFLIX INCNFLX89.919 $+89.919 $
INTEL CORPINTC88.975 $+88.975 $
Phillips 66PSX85.557 $+85.557 $
DELTA AIR LINES, INC.DAL79.734 $+79.734 $
Shell plcSHEL74.892 $+74.892 $
MICROCHIP TECHNOLOGY INCMCHP74.046 $+74.046 $
NICOLET BANKSHARES INCNIC73.356 $+73.356 $
Edwards Lifesciences CorpEW66.727 $+66.727 $
SHERWIN WILLIAMS COSHW62.673 $+62.673 $
ZEBRA TECHNOLOGIES CORPZBRA59.432 $+59.432 $
LOCKHEED MARTIN CORPLMT58.408 $+58.408 $
Alcoa CorpAA52.854 $+52.854 $
PRICE T ROWE GROUP INCTROW51.320 $+51.320 $
GOLDMAN SACHS GROUP INCGS45.392 $+45.392 $
AppLovin CorpAPP33.053 $+33.053 $
Constellation Energy CorpCEG31.591 $+31.591 $
Accenture plcACN31.565 $+31.565 $
LKQ CORPLKQ30.815 $+30.815 $
REALTY INCOME CORPO28.997 $+28.997 $
Aon plcAON28.883 $+28.883 $
MCCORMICK & CO INCMKC27.701 $+27.701 $
TARGET CORPTGT26.910 $+26.910 $
BP PLCBP26.190 $+26.190 $
PAYCHEX INCPAYX25.352 $+25.352 $
COMCAST CORPCMCSA18.255 $+18.255 $
DEXCOM INCDXCM10.766 $+10.766 $
BOSTON SCIENTIFIC CORPBSX10.739 $+10.739 $
HUBSPOT INCHUBS10.292 $+10.292 $
CITIGROUP INCC10.049 $+10.049 $
MICRON TECHNOLOGY INCMU9.705 $+9.705 $
LAM RESEARCH CORPLRCX9.373 $+9.373 $
Otis Worldwide CorpOTIS8.137 $+8.137 $
PPL CorpPPL7.283 $+7.283 $
Parker-Hannifin CorpPH6.823 $+6.823 $
Veralto CorpVLTO6.610 $+6.610 $
Vertiv Holdings CoVRT5.733 $+5.733 $
Ingevity CorpNGVT5.519 $+5.519 $
ALLSTATE CORPALL5.366 $+5.366 $
YUM BRANDS INCYUM4.712 $+4.712 $
HERSHEY COHSY4.214 $+4.214 $
BERKLEY W R CORPWRB4.137 $+4.137 $
ROYAL GOLD INCRGLD4.012 $+4.012 $
DARDEN RESTAURANTS INCDRI3.998 $+3.998 $
MCKESSON CORPMCK3.863 $+3.863 $
Medtronic plcMDT3.714 $+3.714 $
ICON PLCICLR3.675 $+3.675 $
NASDAQ, INC.NDAQ3.626 $+3.626 $
QUEST DIAGNOSTICS INCDGX3.621 $+3.621 $
AT&T INC.T3.452 $+3.452 $
POOL CORPPOOL3.429 $+3.429 $
LINDE PLCLIN3.325 $+3.325 $
SMITH A O CORPAOS3.083 $+3.083 $
ANALOG DEVICES INCADI2.948 $+2.948 $
EQT CorpEQT2.776 $+2.776 $
EPR PROPERTIESEPR2.668 $+2.668 $
STATE STREET CORPSTT2.668 $+2.668 $
ADVANCE AUTO PARTS INCAAP2.579 $+2.579 $
Zoetis Inc.ZTS2.487 $+2.487 $
nVent Electric plcNVT2.367 $+2.367 $
WILLIAMS SONOMA INCWSM2.345 $+2.345 $
DOVER CorpDOV2.336 $+2.336 $
CIENA CORPCIEN2.185 $+2.185 $
GLOBAL PAYMENTS INCGPN2.160 $+2.160 $
MASTEC INCMTZ2.128 $+2.128 $
ETSY INCETSY2.124 $+2.124 $
XCEL ENERGY INCXEL2.016 $+2.016 $
Antero Midstream CorpAM1.944 $+1.944 $
CARNIVAL CORPCCL1.735 $+1.735 $
METLIFE INCMET1.730 $+1.730 $
AMEREN CORPAEE1.670 $+1.670 $
CVS HEALTH CorpCVS1.660 $+1.660 $
Hewlett Packard Enterprise CoHPE1.474 $+1.474 $
CMS ENERGY CORPCMS1.465 $+1.465 $
IONIS PHARMACEUTICALS INCIONS1.374 $+1.374 $
Monster Beverage CorpMNST1.279 $+1.279 $
Aptiv PLCAPTV1.121 $+1.121 $
Allison Transmission Holdings IncALSN1.103 $+1.103 $
Viatris IncVTRS1.049 $+1.049 $
WILLIS TOWERS WATSON PLCWTW1.036 $+1.036 $
EVERSOURCE ENERGYES996 $+996 $
GAP INCGAP984 $+984 $
HALLIBURTON COHAL910 $+910 $
WELLTOWER INC.WELL891 $+891 $
MASIMO CORPMASI885 $+885 $
ROLLINS INCROL822 $+822 $
MANHATTAN ASSOCIATES INCMANH820 $+820 $
FORD MOTOR COF765 $+765 $
Allegion plcALLE709 $+709 $
Elanco Animal Health IncELAN685 $+685 $
AMERICOLD REALTY TRUSTCOLD685 $+685 $
CABOT CORPCBT684 $+684 $
FIFTH THIRD BANCORPFITB668 $+668 $
ALBEMARLE CORPALB649 $+649 $
FIRST INDUSTRIAL REALTY TRUST INCFR618 $+618 $
PACCAR INCPCAR590 $+590 $
ROBERT HALF INC.RHI578 $+578 $
FMC CORPFMC572 $+572 $
FLOWERS FOODS INCFLO561 $+561 $
American Homes 4 RentAMH532 $+532 $
EQUIFAX INCEFX513 $+513 $
Brookfield Renewable CorpBEPC447 $+447 $
PENTAIR plcPNR443 $+443 $
EXACT SCIENCES CORPEXAS438 $+438 $
DOMINOS PIZZA INCDPZ432 $+432 $
KROGER COKR404 $+404 $
NATIONAL FUEL GAS CONFG369 $+369 $
EXELON CORPEXC360 $+360 $
HP INCHPQ354 $+354 $
Kraft Heinz CoKHC312 $+312 $
Archer-Daniels-Midland CoADM299 $+299 $
BECTON DICKINSON & COBDX187 $+187 $
Organon & Co.OGN21 $+21 $
614.372.765 $+8.290.492 $
+6,6 %
610.493.410 $+77.430.234 $
+4,0 %
532.585.751 $+51.703.399 $
+10,0 %
Erweitert ×