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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
SCZIshares Tr
Recent Activity
Exited
0%
$6.102M
90,138 shares@ $67.71 avg price
CACICaci Intl Inc
Recent Activity
Exited
0%
$272,967
541 shares@ $504.57 avg price
GISGeneral Mls Inc
Recent Activity
Exited
0%
$247,530
3,352 shares@ $73.85 avg price
LLYEli Lilly & Co
Recent Activity
Exited
0%
$221,485
250 shares@ $885.94 avg price
JPIBJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$205,385
4,221 shares@ $48.66 avg price