Stonehearth-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "DJP",
  "GDX",
  "MCHI",
  null,
  null,
  null,
  "LOW",
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  "GSIE",
  "EMR",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "L",
  "MSFT",
  "GE",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "VGIT",
  "IWF",
  "PGR",
  "IVV",
  "AAPL",
  "SPY",
  "PFE",
  null,
  "LMT",
  "VZ",
  "MSTR",
  "RTX",
  "GLD",
  null,
  "STLD",
  "SBUX",
  "UBER",
  "NEM",
  "SM",
  "SOUN",
  "VWO",
  null,
  null,
  "GSLC",
  "AMZN",
  null,
  "DKS",
  "HBAN",
  "ESGV",
  "VUG",
  "VEA",
  "VGK",
  "VTV",
  null,
  "SCHD",
  null,
  null,
  "MTUM",
  "GEV",
  null,
  "ADP",
  "BRK-B",
  "BR",
  "COST",
  "CROX",
  "DE",
  null,
  "USMV",
  "QQQ",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-01
Total Holdings: 87
Total Value: 241646136
Accession Number: 0001550191-25-000004
Form Type: 13F-HR
CIK: stonehearth-capital-management
Manager Name: Stonehearth-Capital-Management

Data Enrichment

72% identified

63 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

87 positions • $241.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908736

VUG|922908736

Shares:569

Value:$211.0K

% of Portfolio:0.1% ($211.0K/$241.6M)

KLA CORP

KLAC|482480100

Shares:305

Value:$207.4K

% of Portfolio:0.1% ($207.4K/$241.6M)

ELI LILLY & Co

LLY|532457108

Shares:250

Value:$206.5K

% of Portfolio:0.1% ($206.5K/$241.6M)

MICROSOFT CORP

MSFT|594918104

Shares:546

Value:$205.0K

% of Portfolio:0.1% ($205.0K/$241.6M)

464288414

MUB|464288414

Shares:1.9K

Value:$204.3K

% of Portfolio:0.1% ($204.3K/$241.6M)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:15.3K

Value:$124.0K

% of Portfolio:0.1% ($124.0K/$241.6M)

91854V206

Shares:10.0K

Value:$53.8K

% of Portfolio:0.0% ($53.8K/$241.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	569	QoQ +3.83% (-21) YoY NEW(+569)	All Managers (Combined)	$211.0K	0.1% ($211.0K/$241.6M)	QoQ -6.19% (-$13.9K) YoY NEW(+$211.0K)
KLA CORP(KLACcusip482480100)	305	QoQ NEW(+305) YoY NEW(+305)	All Managers (Combined)	$207.4K	0.1% ($207.4K/$241.6M)	QoQ NEW(+$207.4K) YoY NEW(+$207.4K)
ELI LILLY & Co(LLYcusip532457108)	250	QoQ NEW(+250) YoY -5.66% (-15)	All Managers (Combined)	$206.5K	0.1% ($206.5K/$241.6M)	QoQ NEW(+$206.5K) YoY +0.15% (-$319)
MICROSOFT CORP(MSFTcusip594918104)	546	QoQ -9.45% (-57) YoY +11.20% (-55)	All Managers (Combined)	$205.0K	0.1% ($205.0K/$241.6M)	QoQ -19.35% (-$49.2K) YoY -0.78% (-$1.6K)
(MUBcusip464288414)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$204.3K	0.1% ($204.3K/$241.6M)	QoQ NEW(+$204.3K) YoY NEW(+$204.3K)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	15.3K	QoQ 0.00% (-0) YoY NEW(+15.3K)	All Managers (Combined)	$124.0K	0.1% ($124.0K/$241.6M)	QoQ -59.07% (-$179.0K) YoY NEW(+$124.0K)
(cusip91854V206)✕	10.0K	QoQ 0.00% (+0) YoY NEW(+10.0K)	All Managers (Combined)	$53.8K	0.0% ($53.8K/$241.6M)	QoQ +9.79% (+$4.8K) YoY NEW(+$53.8K)