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  Name: Stonehearth Capital Management LLC
  City: DANVERS
  State: MA
  Zip: 01923
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $220,899,000
  Total Value Change : $17,415,000
  Securities Held Change : 4
   
All Securities Held : 78
  New Positions : 9
  Closed Positions : 5
  Increased Positions : 31
  Unchanged Positions : 14
  Decreased Positions : 24

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 83 Closed $478.74 $0 0 0% -294,000 -672 0    Closed - End Fund - E...
   (ILF)1 Year Chart         ILF iShares Tr S&P LatAm 40 Indx 82 Closed $28.43 $0 0 0% -5,209,000 -179,267 0    Closed - End Fund - E...
   (USB)1 Year Chart         USB US Bancorp Delaware 81 Closed $41.85 $0 0 0% -260,000 -6,013 0    Domestic Regional Banks
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 80 Closed $65.96 $0 0 0% -261,000 -3,221 0    Biotechnology
   (ETHO)1 Year Chart         ETHO Amplify Etho Climate Leader... 79 Closed $56.57 $0 0 0% -2,191,000 -39,418 0    N/A

      5 Records Found
  1    
Page 1 of 1
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