Stonehearth Capital Management, LLC Top Holdings and 13F Report (2025) About Stonehearth Capital Management, LLCInvestment ActivityStonehearth Capital Management, LLC has $241.65 million in total holdings as of March 31, 2025.Stonehearth Capital Management, LLC owns shares of 87 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 12.33% of the portfolio was purchased this quarter.About 15.91% of the portfolio was sold this quarter.This quarter, Stonehearth Capital Management, LLC has purchased 79 new stocks and bought additional shares in 19 stocks.Stonehearth Capital Management, LLC sold shares of 38 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares MSCI USA Value Factor ETF $32,825,972iShares MSCI USA Momentum Factor ETF $28,522,874Dimensional International Core Equity Market ETF $21,247,613Schwab US Dividend Equity ETF $17,726,221ALPS O'Shares U.S. Small-Cap Quality Dividend ETF $14,786,701 Largest New Holdings this Quarter 06738C778 - iPath Bloomberg Commodity Index Total Return ETN $8,839,223 Holding92189F106 - VanEck Gold Miners ETF $6,800,020 Holding46429B671 - iShares MSCI China ETF $6,146,275 Holding922042874 - Vanguard FTSE Europe ETF $1,351,332 Holding464288273 - iShares MSCI EAFE Small-Cap ETF $1,244,362 Holding Largest Purchases this Quarter iPath Bloomberg Commodity Index Total Return ETN 250,332 shares (about $8.84M)VanEck Gold Miners ETF 147,923 shares (about $6.80M)iShares MSCI China ETF 112,983 shares (about $6.15M)Vanguard FTSE Europe ETF 19,247 shares (about $1.35M)iShares MSCI EAFE Small-Cap ETF 19,587 shares (about $1.24M) Largest Sales this Quarter iShares MSCI ACWI ETF 72,360 shares (about $8.42M)iShares MSCI USA Momentum Factor ETF 35,560 shares (about $7.19M)iShares MSCI USA Value Factor ETF 63,716 shares (about $6.80M)iShares J.P. Morgan USD Emerging Markets Bond ETF 60,036 shares (about $5.44M)Invesco QQQ 11,166 shares (about $5.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStonehearth Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVLUEiShares MSCI USA Value Factor ETF$32,825,972$6,795,302 ▼-17.2%307,79213.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$28,522,874$7,187,719 ▼-20.1%141,11211.8%ETFDFAIDimensional International Core Equity Market ETF$21,247,613$478,912 ▲2.3%680,3598.8%ETFSCHDSchwab US Dividend Equity ETF$17,726,221$660,695 ▲3.9%633,9857.3%ETFOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$14,786,701$45,045 ▲0.3%351,8976.1%ETFVWOVanguard FTSE Emerging Markets ETF$12,747,884$197,107 ▲1.6%281,6595.3%ETFGLDSPDR Gold Shares$9,980,176$811,968 ▼-7.5%34,6374.1%FinanceQUALiShares MSCI USA Quality Factor ETF$9,122,361$175,506 ▼-1.9%53,3813.8%ETFVEAVanguard FTSE Developed Markets ETF$8,991,097$178,616 ▲2.0%176,8863.7%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$8,839,223$8,839,223 ▲New Holding250,3323.7%FinanceGDXVanEck Gold Miners ETF$6,800,020$6,800,020 ▲New Holding147,9232.8%ETFMCHIiShares MSCI China ETF$6,146,275$6,146,275 ▲New Holding112,9832.5%ETFIJRiShares Core S&P Small-Cap ETF$5,904,533$182,788 ▲3.2%56,4652.4%ETFAAPLApple$3,580,962$82,632 ▼-2.3%16,1211.5%Computer and TechnologyESGVVanguard ESG US Stock ETF$3,461,259$22,920 ▼-0.7%35,3371.4%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$3,185,755$228,155 ▼-6.7%69,6341.3%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$3,120,159$32,406 ▼-1.0%87,5221.3%ETFVGITVanguard Intermediate-Term Treasury Index ETF$2,829,875$60,826 ▲2.2%47,6411.2%ETFCRBNiShares MSCI ACWI Low Carbon Target ETF$2,484,058$860,521 ▼-25.7%12,9931.0%ETFNUSCNuveen ESG Small-Cap ETF$2,126,566$32,512 ▼-1.5%55,4660.9%ETFVTVVanguard Value ETF$2,049,595$99,500 ▲5.1%11,8650.8%ETFGOVTiShares U.S. Treasury Bond ETF$1,878,369$974,788 ▲107.9%81,7220.8%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$1,809,281$15,081 ▼-0.8%16,4360.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,500,1940.0%38,1050.6%ETFVGKVanguard FTSE Europe ETF$1,351,332$1,351,332 ▲New Holding19,2470.6%ETFAMPLIFY ETF TR$1,297,948$800,446 ▼-38.1%23,6030.5%AMPLIFY ETHO CLIXOMExxon Mobil$1,273,265$5,947 ▲0.5%10,7060.5%EnergySCZiShares MSCI EAFE Small-Cap ETF$1,244,362$1,244,362 ▲New Holding19,5870.5%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,127,840$59,967 ▼-5.0%23,7540.5%ETFBRK.BBerkshire Hathaway$1,108,832$36,748 ▼-3.2%2,0820.5%FinanceRTXRTX$1,090,0730.0%8,2290.5%AerospaceJPINDiversified Return International Equity ETF$1,072,586$2,514 ▼-0.2%18,7710.4%ETFSPHQInvesco S&P 500 Quality ETF$1,050,710$247,651 ▼-19.1%15,8380.4%ETFGEGeneral Electric$990,142$291,619 ▼-22.8%4,9470.4%TransportationHMOPHartford Municipal Opportunities ETF$914,649$414,107 ▲82.7%23,7880.4%ETFJNJJohnson & Johnson$739,0660.0%4,4570.3%MedicalSPYSPDR S&P 500 ETF Trust$719,935$15,663 ▲2.2%1,2870.3%FinanceUSMViShares MSCI USA Min Vol Factor ETF$668,826$143,019 ▼-17.6%7,1410.3%ETFIWFiShares Russell 1000 Growth ETF$654,295$54,886 ▼-7.7%1,8120.3%ETFMSTRStrategy$635,924$58,807 ▲10.2%2,2060.3%Computer and TechnologyAMZNAmazon.com$608,451$10,845 ▲1.8%3,1980.3%Retail/WholesaleORCLOracle$592,515$234,182 ▲65.4%4,2380.2%Computer and TechnologyVZVerizon Communications$546,685$7,439 ▼-1.3%12,0520.2%Computer and TechnologyHDHome Depot$514,552$4,398 ▼-0.8%1,4040.2%Retail/WholesaleEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$469,981$5,438,662 ▼-92.0%5,1880.2%ETFPGRProgressive$467,8160.0%1,6530.2%FinanceQQQInvesco QQQ$381,382$5,238,021 ▼-93.2%8130.2%FinanceCOSTCostco Wholesale$369,8000.0%3910.2%Retail/WholesaleBRBroadridge Financial Solutions$358,8410.0%1,4800.1%Business ServicesDBNDDoubleLine Opportunistic Bond ETF$345,075$59,190 ▲20.7%7,4740.1%ETFJPSTJPMorgan Ultra-Short Income ETF$341,444$19,492 ▼-5.4%6,7440.1%ETFVFMOVanguard U.S. Momentum Factor ETF$332,245$332,245 ▲New Holding2,1900.1%ETFADPAutomatic Data Processing$325,6950.0%1,0660.1%Business ServicesPFEPfizer$325,527$7,602 ▲2.4%12,8460.1%MedicalEMREmerson Electric$312,371$11,293 ▼-3.5%2,8490.1%IndustrialsHTRBHartford Total Return Bond ETF$304,871$34 ▼0.0%9,0040.1%ETFIWDiShares Russell 1000 Value ETF$292,2120.0%1,5530.1%ETFGE VERNOVA INC$292,153$78,762 ▼-21.2%9570.1%COMTSLATesla$287,668$175,711 ▼-37.9%1,1100.1%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$284,1850.0%5060.1%ETFNEMNewmont$283,307$283,307 ▲New Holding5,8680.1%Basic MaterialsJCPBJPMorgan Core Plus Bond ETF$281,581$18,346 ▼-6.1%5,9860.1%ETFSTLDSteel Dynamics$280,987$5,129 ▼-1.8%2,2460.1%Basic MaterialsACWIiShares MSCI ACWI ETF$280,616$8,421,972 ▼-96.8%2,4110.1%ManufacturingLOWLowe's Companies$279,8760.0%1,2000.1%Retail/WholesaleJPMJPMorgan Chase & Co.$273,2640.0%1,1140.1%FinanceDKSDICK'S Sporting Goods$268,881$5,442 ▼-2.0%1,3340.1%Retail/WholesaleNFLXNetflix$263,9060.0%2830.1%Consumer DiscretionaryHBANHuntington Bancshares$258,632$16,571 ▼-6.0%17,2310.1%FinanceMETAMeta Platforms$255,381$11,530 ▼-4.3%4430.1%Computer and TechnologySBUXStarbucks$250,7180.0%2,5560.1%Retail/WholesaleNOCNorthrop Grumman$249,624$144,250 ▼-36.6%4880.1%AerospaceLLoews$248,1570.0%2,7000.1%FinanceDEDeere & Company$244,653$32,871 ▼-11.8%5210.1%IndustrialsSMSM Energy$240,079$44,566 ▲22.8%8,0160.1%EnergyFDMOFidelity Momentum Factor ETF$234,3460.0%3,6020.1%ETFEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$228,119$84,374 ▼-27.0%5,3100.1%ETFUBERUber Technologies$223,972$223,972 ▲New Holding3,0740.1%Computer and TechnologyCROXCrocs$214,418$214,418 ▲New Holding2,0190.1%Consumer DiscretionaryLMTLockheed Martin$213,3040.0%4780.1%AerospaceVUGVanguard Growth ETF$210,997$7,787 ▲3.8%5690.1%ETFKLACKLA$207,378$207,378 ▲New Holding3050.1%Computer and TechnologyLLYEli Lilly and Company$206,478$206,478 ▲New Holding2500.1%MedicalMSFTMicrosoft$205,025$21,404 ▼-9.5%5460.1%Computer and TechnologyMUBiShares National Muni Bond ETF$204,343$204,343 ▲New Holding1,9380.1%ETFSOUNSoundHound AI$124,0170.0%15,2730.1%Computer and TechnologyVACASA INC$53,8000.0%10,0000.0%CL A NEWDALDelta Air Lines$0$257,010 ▼-100.0%00.0%TransportationAORiShares Core 60/40 Balanced Allocation ETF$0$220,682 ▼-100.0%00.0%ETFLRCXLam Research$0$201,377 ▼-100.0%00.0%Computer and TechnologyPARAParamount Global$0$146,606 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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