Amanda M. Sylvia

@Stonehearth Capital Management, Llc

Latest period2024 - Q4

Reported11d ago

Managed Assets$249.379M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EAGGIshares Tr Recent Activity Increased 3.23%	0.47%	$1.162M 25,017 shares@ $46.44 avg price	Increased 3.23%
BRK.BBerkshire Hathaway Inc Del Recent Activity Increased 127.14%	0.4%	$975,005 2,151 shares@ $453.28 avg price	Increased 127.14%
GOVTIshares Tr Recent Activity Increased 7.83%	0.37%	$903,378 39,312 shares@ $22.98 avg price	Increased 7.83%
IWFIshares Tr Recent Activity Increased 1.45%	0.32%	$788,703 1,964 shares@ $401.58 avg price	Increased 1.45%
HMOPHartford Fds Exchange Traded Recent Activity Increased 9.02%	0.21%	$503,257 13,018 shares@ $38.66 avg price	Increased 9.02%
AORIshares Tr Recent Activity Increased 4%	0.09%	$220,682 3,850 shares@ $57.32 avg price	Increased 4%
LRCXLam Research Corp Recent Activity Increased 802.27%	0.09%	$201,377 2,788 shares@ $72.23 avg price	Increased 802.27%