Stonehearth Capital Management, LLC Reduced Holdings in Q3 2025

Stonehearth Capital Management, LLC

  • $240 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-5.86K
- 20.68%
$300.96 - $355.47 $1.76M - $2.08M
22.5K $7.99M
MSTR
Microstrategy Inc

Technology
-409
- 18.54%
$300.7 - $455.9 $123K - $186K
1.8K $579K
JNJ
Johnson & Johnson

Healthcare
-1.44K
- 34.38%
$155.17 - $185.42 $223K - $267K
2.75K $508K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-3.74K
- 4.46%
N/A
80K $2.52M
NFLX
Netflix Inc

Communication Services
-15
- 5.3%
$1147.87 - $1297.18 $17.2K - $19.5K
268 $321K
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 5.63%
$915.95 - $994.57 $20.2K - $21.9K
369 $341K
JPIN
Jp Morgan Diversified Return I

ETFs
-1.28K
- 7.31%
$63.14 - $67.96 $80.7K - $86.9K
16.2K $1.08M
ADP
Automatic Data Processing Inc

Industrials
-20
- 1.88%
$288.69 - $310.94 $5.77K - $6.22K
1.05K $307K
VUG
Vanguard Growth ETF

ETFs
-77
- 14.05%
$433.97 - $484.08 $33.4K - $37.3K
471 $225K
VGIT
Vanguard Intermediate Term Tre

ETFs
-434
- 1.2%
$58.97 - $60.36 $25.6K - $26.2K
35.7K $2.14M
HTRB
Hartford Fds Total Return Bd E

ETFs
-323
- 3.58%
$33.47 - $34.58 $10.8K - $11.2K
8.7K $298K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-77
- 3.82%
$459.11 - $506.91 $35.4K - $39K
1.94K $975K
Amplify ETF Tr
-55
- 0.23%
N/A
23.5K $0
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-27
- 1.7%
$170.68 - $192.95 $4.61K - $5.21K
1.56K $298K
XOM
Exxon Mobil Corp

Energy
-42
- 0.43%
$105.83 - $117.22 $4.44K - $4.92K
9.83K $1.11M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-82
- 1.26%
$116.21 - $129.7 $9.53K - $10.6K
6.43K $819K
NOC
Northrop Grumman Corp

Industrials
-6
- 1.23%
$498.9 - $609.32 $2.99K - $3.66K
482 $293K
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.57%
$357.4 - $423.42 $2.86K - $3.39K
1.4K $565K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.8K
- 4.64%
$42.67 - $46.91 $76.8K - $84.5K
37K $1.73M
VTV
Vanguard Value ETF

ETFs
-5
- 0.05%
$175.51 - $186.57 $878 - $933
11.1K $2.06M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-60
- 0.14%
$40.43 - $44.52 $2.43K - $2.67K
42K $1.85M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-81
- 0.53%
$210.88 - $226.87 $17.1K - $18.4K
15.1K $3.43M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-935
- 1.29%
$50.79 - $54.95 $47.5K - $51.4K
71.5K $3.92M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-114
- 0.31%
$109.47 - $119.06 $12.5K - $13.6K
37.1K $4.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.01K
- 1.95%
$182.33 - $194.5 $183K - $196K
50.7K $9.85M
AAPL
Apple Inc.

Technology
-10
- 0.06%
$202.38 - $256.87 $2.02K - $2.57K
15.7K $4.01M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-3K
- 2.32%
$236.25 - $257.69 $710K - $774K
127K $32.5M
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.59K
- 0.99%
$111.55 - $125.05 $288K - $323K
260K $32.5M
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Stonehearth Capital Management, LLC Portfolio

Follow Stonehearth Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonehearth Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonehearth Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email