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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
VZVerizon Communications Inc
Recent Activity
Decreased -4.55%
0.2%
$488,500
12,216 shares@ $39.99 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -17.57%
0.17%
$399,650
1,215 shares@ $328.94 avg price
PGRProgressive Corp
Recent Activity
Decreased -14.04%
0.16%
$396,075
1,653 shares@ $239.61 avg price
EMREmerson Elec Co
Recent Activity
Decreased -10.62%
0.15%
$365,786
2,952 shares@ $123.92 avg price
NOCNorthrop Grumman Corp
Recent Activity
Decreased -10.25%
0.15%
$361,541
770 shares@ $469.54 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -10.04%
0.15%
$359,105
7,129 shares@ $50.38 avg price
PFEPfizer Inc
Recent Activity
Decreased -8.69%
0.14%
$332,847
12,546 shares@ $26.54 avg price
DKSDicks Sporting Goods Inc
Recent Activity
Decreased -6.2%
0.13%
$311,451
1,361 shares@ $228.84 avg price
HTRBHartford Fds Exchange Traded
Recent Activity
Decreased -2.25%
0.13%
$300,132
9,005 shares@ $33.33 avg price
HBANHuntington Bancshares Inc
Recent Activity
Decreased -10.99%
0.12%
$298,302
18,335 shares@ $16.27 avg price