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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ETHOAmplify Etf Tr
| 0.92% | $2.28M 38,159 shares@ $59.75 avg price | Decreased -3.68% |
VTVVanguard Index Fds
| 0.77% | $1.911M 11,289 shares@ $169.31 avg price | Decreased -2.21% |
GSLCGoldman Sachs Etf Tr
| 0.77% | $1.909M 16,573 shares@ $115.19 avg price | Decreased -1.72% |
SPEMSpdr Index Shs Fds
| 0.59% | $1.462M 38,105 shares@ $38.38 avg price | Decreased -3.3% |
SPHQInvesco Exchange Traded Fd T
| 0.53% | $1.312M 19,571 shares@ $67.04 avg price | Decreased -9.93% |
EAGGIshares Tr
| 0.47% | $1.162M 25,017 shares@ $46.44 avg price | Increased 3.23% |
XOMExxon Mobil Corp
| 0.46% | $1.146M 10,656 shares@ $107.58 avg price | Decreased -3.88% |
GEGe Aerospace
| 0.43% | $1.068M 6,404 shares@ $166.79 avg price | Decreased -1.89% |
JPINJ P Morgan Exchange Traded F
| 0.41% | $1.008M 18,815 shares@ $53.56 avg price | Decreased -0.2% |
BRK.BBerkshire Hathaway Inc Del
| 0.4% | $975,005 2,151 shares@ $453.28 avg price | Increased 127.14% |