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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
IJRIshares Tr
Recent Activity
Increased 0.53%
2.53%
$6.304M
54,717 shares@ $115.22 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2573.89%
2.46%
$6.124M
11,979 shares@ $511.25 avg price
EMBIshares Tr
Recent Activity
Increased 1.15%
2.33%
$5.808M
65,224 shares@ $89.05 avg price
AAPLApple Inc
Recent Activity
Increased 22.78%
1.66%
$4.13M
16,493 shares@ $250.42 avg price
ESGVVanguard World Fd
Recent Activity
Decreased -2.73%
1.5%
$3.731M
35,571 shares@ $104.9 avg price
SPYXSpdr Ser Tr
Recent Activity
Decreased -6.17%
1.45%
$3.593M
74,621 shares@ $48.16 avg price
CRBNIshares Tr
Recent Activity
Decreased -2.26%
1.36%
$3.387M
17,494 shares@ $193.6 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Decreased -1.04%
1.19%
$2.948M
88,431 shares@ $33.35 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Decreased -1.69%
1.09%
$2.704M
46,617 shares@ $58.0 avg price
NUSCNushares Etf Tr
Recent Activity
Decreased -5.97%
0.95%
$2.359M
56,314 shares@ $41.89 avg price