Heartwood Wealth Management Ltd holdings history

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20 is the total number of securities Heartwood Wealth Management Ltd has owned. The longest Heartwood Wealth Management Ltd has owned a single stock is 4 quarters.

Heartwood Wealth Management Ltd historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MGV VANGUARD WORLD FD4426.80%36.21%44.86%Q4 2015Q3 20164
VOO VANGUARD INDEX FDS4417.83%23.50%28.81%Q4 2015Q3 20164
IGV ISHARES TR4411.23%18.11%32.27%Q4 2015Q3 20164
VV VANGUARD INDEX FDS444.14%16.23%25.41%Q4 2015Q3 20164
IVV ISHARES TR441.19%1.58%1.94%Q4 2015Q3 20164
MDLZ MONDELEZ INTL INC440.77%0.99%1.21%Q4 2015Q3 20164
IJH ISHARES TR440.67%0.94%1.19%Q4 2015Q3 20164
KHC KRAFT HEINZ CO440.42%0.63%0.82%Q4 2015Q3 20164
IWM ISHARES TR440.38%0.51%0.66%Q4 2015Q3 20164
SYT SYNGENTA AG440.09%0.12%0.16%Q4 2015Q3 20164
XOM EXXON MOBIL CORP440.05%0.07%0.09%Q4 2015Q3 20164
VZ VERIZON COMMUNICATIONS...440.04%0.05%0.06%Q4 2015Q3 20164
ORCL ORACLE CORP440.02%0.03%0.04%Q4 2015Q3 20164
BLK BLACKROCK INC440.00%0.00%0.01%Q4 2015Q3 20164
PLPM Planet Payment220.65%0.66%0.68%Q2 2016Q3 20162
MMC MARSH & MCLENNAN COS INC220.13%0.16%0.19%Q4 2015Q1 20162
LBTYA LIBERTY GLOBAL PLC220.00%0.00%0.00%Q2 2016Q3 20162
LBTYK LIBERTY GLOBAL PLC220.00%0.00%0.00%Q2 2016Q3 20162
JPM JPMORGAN CHASE & CO112.37%2.37%2.37%Q2 2016Q2 20161
WFC WELLS FARGO & CO NEW110.02%0.02%0.02%Q3 2016Q3 20161
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The securities at the top of the list , including VANGUARD WORLD FD, VANGUARD INDEX FDS, and ISHARES TR, are the highest-conviction holdings of Heartwood Wealth Management Ltd.

The conviction is calculated by counting the number of quarters a security has been reported by Heartwood Wealth Management Ltd. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Heartwood Wealth Management Ltd owns currently or has owned in the past.