HoldingsChannel.com
All Stocks Held By Stonehearth Capital Management LLC
As of  03/31/2024, we find all stocks held by Stonehearth Capital Management LLC to be as follows, presented in the table below with each row detailing each Stonehearth Capital Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Stonehearth Capital Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Stonehearth Capital Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
ISHARES TR (VLUE) 327,147 +56,166 $35,433
     VLUE327,147+56,166$35,433
ISHARES TR (MTUM) 169,805 +30,365 $31,813
     MTUM169,805+30,365$31,813
DIMENSIONAL ETF TRUST (DFAI) 574,897 +22,910 $17,373
     DFAI574,897+22,910$17,373
ISHARES TR (QUAL) 102,011 -676 $16,766
     QUAL102,011-676$16,766
ALPS ETF TR (OUSM) 330,054 +2,577 $14,050
     OUSM330,054+2,577$14,050
VANGUARD INTL EQUITY INDEX F (VWO) 234,961 +4,923 $9,814
     VWO234,961+4,923$9,814
VANGUARD SCOTTSDALE FDS (VGIT) 138,404 +1,890 $8,104
     VGIT138,404+1,890$8,104
SPDR GOLD TR (GLD) 37,596 +686 $7,734
     GLD37,596+686$7,734
VANGUARD TAX MANAGED FDS (VEA) 150,522 +1,415 $7,552
     VEA150,522+1,415$7,552
ISHARES TR (ACWI) 67,032 +47,375 $7,382
     ACWI67,032+47,375$7,382
INVESCO QQQ TR 13,184 +276 $5,854
     QQQ13,184+276$5,854
ISHARES TR (IJR) 50,609 +9 $5,593
     IJR50,609+9$5,593
ISHARES TR (EMB) 61,246 +1,973 $5,492
     EMB61,246+1,973$5,492
SPDR SER TR (SPYX) 81,768 -429 $3,500
     SPYX81,768-429$3,500
VANGUARD WORLD FD (ESGV) 34,715 +13,825 $3,235
     ESGV34,715+13,825$3,235
GOLDMAN SACHS ETF TR (GSIE) 89,695 -268 $3,076
     GSIE89,695-268$3,076
ISHARES TR (CRBN) 14,336 +565 $2,573
     CRBN14,336+565$2,573
NUSHARES ETF TR (NUSC) 60,347 +504 $2,510
     NUSC60,347+504$2,510
APPLE INC 13,643 -165 $2,339
     AAPL13,643-165$2,339
J P MORGAN EXCHANGE TRADED F (JPST) 38,344 -205,203 $1,934
     JPST38,344-205,203$1,934
VANGUARD INDEX FDS (VTV) 11,575 -80 $1,885
     VTV11,575-80$1,885
INVESCO EXCHANGE TRADED FD T (SPHQ) 27,128 -850 $1,639
     SPHQ27,128-850$1,639
GOLDMAN SACHS ETF TR (GSLC) 15,192 +40 $1,577
     GSLC15,192+40$1,577
EXXON MOBIL CORP 13,140 -2 $1,527
     XOM13,140-2$1,527
SPDR INDEX SHS FDS (SPEM) 40,392 +3,279 $1,462
     SPEM40,392+3,279$1,462
GENERAL ELECTRIC CO 7,363 +20 $1,292
     GE7,363+20$1,292
J P MORGAN EXCHANGE TRADED F (JPIN) 18,853 -19 $1,062
     JPIN18,853-19$1,062
ISHARES TR (EAGG) 22,241 +1,393 $1,047
     EAGG22,241+1,393$1,047
JOHNSON & JOHNSON 6,170 UNCH $976
     JNJ6,170UNCH$976
ISHARES TR (USMV) 9,691 -30 $810
     USMV9,691-30$810
RTX CORPORATION 7,457 -600 $727
     RTX7,457-600$727
ISHARES TR (IWF) 1,787 UNCH $602
     IWF1,787UNCH$602
HOME DEPOT INC 1,427 UNCH $547
     HD1,427UNCH$547
VERIZON COMMUNICATIONS INC 12,627 +208 $530
     VZ12,627+208$530
ISHARES TR (GOVT) 21,784 -20,768 $496
     GOVT21,784-20,768$496
MERCK & CO INC 3,731 UNCH $492
     MRK3,731UNCH$492
BRISTOL MYERS SQUIBB CO 8,808 +797 $478
     BMY8,808+797$478
SPDR S&P 500 ETF TR (SPY) 905 UNCH $473
     SPY905UNCH$473
HARTFORD FDS EXCHANGE TRADED (HMOP) 10,659 -6,278 $414
     HMOP10,659-6,278$414
PROGRESSIVE CORP 1,947 -1 $403
     PGR1,947-1$403
BERKSHIRE HATHAWAY INC DEL      $398
     BRK.B947UNCH$398
NORTHROP GRUMMAN CORP 812 +275 $389
     NOC812+275$389
EMERSON ELEC CO 3,320 +107 $377
     EMR3,320+107$377
LAM RESEARCH CORP 364 -24 $354
     LRCX364-24$354
STEEL DYNAMICS INC 2,378 +2,378 $352
     STLD2,378+2,378$352
ISHARES TR (IVV) 649 UNCH $341
     IVV649UNCH$341
BROADRIDGE FINL SOLUTIONS IN 1,615 UNCH $331
     BR1,615UNCH$331
META PLATFORMS INC 679 -125 $330
     META679-125$330
NETFLIX INC 542 -1 $329
     NFLX542-1$329
ORACLE CORP 2,563 UNCH $322
     ORCL2,563UNCH$322
SPDR INDEX SHS FDS (EFAX) 7,656 -112 $318
     EFAX7,656-112$318
COSTCO WHSL CORP NEW 432 UNCH $316
     COST432UNCH$316
LOWES COS INC 1,200 -1 $306
     LOW1,200-1$306
AUTOMATIC DATA PROCESSING IN 1,166 UNCH $291
     ADP1,166UNCH$291
HUNTINGTON BANCSHARES INC (HBAN) 20,795 -480 $290
     HBAN20,795-480$290
PFIZER INC 10,463 +1,506 $290
     PFE10,463+1,506$290
UNITEDHEALTH GROUP INC 584 +54 $289
     UNH584+54$289
J P MORGAN EXCHANGE TRADED F (JCPB) 6,149 +208 $287
     JCPB6,149+208$287
DOUBLELINE ETF TRUST (DBND) 5,954 +312 $273
     DBND5,954+312$273
DEERE & CO 591 -139 $243
     DE591-139$243
HARTFORD FDS EXCHANGE TRADED (HTRB) 7,071 +343 $239
     HTRB7,071+343$239
STARBUCKS CORP 2,572 -246 $235
     SBUX2,572-246$235
CHEVRON CORP NEW 1,483 UNCH $234
     CVX1,483UNCH$234
SKYWORKS SOLUTIONS INC 2,098 +151 $227
     SWKS2,098+151$227
BOOKING HOLDINGS INC 62 UNCH $225
     BKNG62UNCH$225
GENERAL MLS INC 3,205 +3,205 $224
     GIS3,205+3,205$224
JPMORGAN CHASE & CO 1,114 +1,114 $223
     JPM1,114+1,114$223
SPDR INDEX SHS FDS (SPDW) 6,198 -50 $222
     SPDW6,198-50$222
ISHARES TR (AOR) 3,952 +3,952 $220
     AOR3,952+3,952$220
AGCO CORP 1,778 +113 $219
     AGCO1,778+113$219
FIDELITY COVINGTON TRUST 3,602 +3,602 $217
     FDMO3,602+3,602$217
LOCKHEED MARTIN CORP 478 UNCH $217
     LMT478UNCH$217
DELTA AIR LINES INC DEL 4,457 +4,457 $213
     DAL4,457+4,457$213
ISHARES TR (IWD) 1,179 +1,179 $211
     IWD1,179+1,179$211
LOEWS CORP 2,700 +2,700 $211
     L2,700+2,700$211
MICROSOFT CORP 491 -178 $207
     MSFT491-178$207
ELI LILLY & CO 265 +265 $206
     LLY265+265$206
PARAMOUNT GLOBAL 13,334 +1,312 $157
     PARA13,334+1,312$157
ETF MANAGERS TR $0 (exited)
     ETHO0-39,418$0
GILEAD SCIENCES INC $0 (exited)
     GILD0-3,221$0
ISHARES TR $0 (exited)
     ILF0-179,267$0
US BANCORP DEL $0 (exited)
     USB0-6,013$0
VANGUARD INDEX FDS 0 -672 $0 (exited)
     VOO0-672$0

See Summary: Stonehearth Capital Management LLC Top Holdings
See Details: Top 10 Stocks Held By Stonehearth Capital Management LLC

EntityShares/Amount
Change
Position Value
Change
STLD +2,378+$352
GIS +3,205+$224
JPM +1,114+$223
AOR +3,952+$220
FDMO +3,602+$217
DAL +4,457+$213
IWD +1,179+$211
L +2,700+$211
LLY +265+$206
EntityShares/Amount
Change
Position Value
Change
ILF -179,267-$5,209
ETHO -39,418-$2,191
VOO -672-$294
GILD -3,221-$261
USB -6,013-$260
EntityShares/Amount
Change
Position Value
Change
VLUE +56,166+$8,021
ACWI +47,375+$5,382
MTUM +30,365+$9,936
DFAI +22,910+$1,564
ESGV +13,825+$1,458
VWO +4,923+$359
SPEM +3,279+$148
OUSM +2,577+$1,219
EMB +1,973+$213
VGIT +1,890+$6
EntityShares/Amount
Change
Position Value
Change
JPST -205,203-$10,299
GOVT -20,768-$484
HMOP -6,278-$246
SPHQ -850+$126
QUAL -676+$1,657
RTX -600+$49
HBAN -480+$19
SPYX -429+$310
GSIE -268+$138
Size ($ in 1000's)
At 03/31/2024: $220,899
At 12/31/2023: $203,484

Stonehearth Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stonehearth Capital Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Stonehearth Capital Management LLC | www.HoldingsChannel.com

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