Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HEARTWOOD WEALTH ADVISORS LLC 04-02-2024 03-31-2024 157 812,220,239
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ALERIAN MLP ETF ETF 51 $2,787,990 58,744 0.00 0.00 -18,160 -23.61 03-31-2024
MICROSOFT CORP COM Stock 52 $2,589,532 6,155 0.00 0.00 -7 -0.11 03-31-2024
TECHNOLOGY SELECT SECTOR SPDR FUND ETF 53 $2,416,557 11,603 0.00 0.00 -11,007 -48.68 03-31-2024
APPLE INC COM Stock 54 $2,285,485 13,328 0.00 0.00 12 0.09 03-31-2024
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