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Amanda M. Sylvia

@Stonehearth Capital Management, Llc

Latest period2024 - Q4ReportedManaged Assets$249.379MTotal holdings79
Assets growth rate-0.86%Assets growth rate (2-Q avg)3.44%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonehearth Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Stonehearth Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 249.379M in assets, with a quarterly growth rate of -0.86% and a 2-quarter average growth rate of 3.44%. The portfolio is managed by Amanda M. Sylvia, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSLATesla Inc
Recent Activity
New Position
0.29%
$722,066
1,788 shares@ $403.85 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.28%
$689,104
3,141 shares@ $219.4 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.24%
$579,819
2,002 shares@ $289.62 avg price
SOUNSoundhound Ai Inc
Recent Activity
New Position
0.13%
$303,016
15,273 shares@ $19.84 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
0.11%
$254,233
603 shares@ $421.62 avg price
NFLXNetflix Inc
Recent Activity
New Position
0.11%
$252,244
283 shares@ $891.33 avg price
VCSAVacasa Inc
Recent Activity
New Position
0.02%
$49,000
10,000 shares@ $4.9 avg price