Heartwood Wealth Advisors LLC
Source: SEC Form 13F · as of Mar 2026Heartwood Wealth Advisors LLC holds 11 biotech & pharma companies tracked by BioSniper, totaling $11.8M in value as of Mar 2026 (SEC Form 13F).
Companies held
11
Total value held
$11.8M
| Company | Shares | Value |
|---|---|---|
| JNJJOHNSON & JOHNSON | 11,454 | $2.8M |
| PFEPFIZER INC | 66,948 | $1.9M |
| AMGNAMGEN INC | 4,986 | $1.8M |
| MRKMerck & Co., Inc. | 12,678 | $1.5M |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 4,057 | $1.1M |
| NVONovo Nordisk A/S | 24,337 | $894K |
| PMPhilip Morris International Inc | 4,465 | $738K |
| LLYELI LILLY & Co | 382 | $351K |
| IQVIQVIA Holdings Inc. | 1,837 | $313K |
| VRTXVERTEX PHARMACEUTICALS INC / MA | 511 | $228K |
| ABBVAbbVie Inc. | 1,048 | $228K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.