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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 : 9     View All Holdings Currently Viewing:  New 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
   (STLD)1 Year Chart         STLD Steel Dynamics Inc 45 New $135.18 $352,000 2,378 0.16% 352,000 2,378 0.001    Steel & Iron
   (GIS)1 Year Chart         GIS General Mills Inc 66 New $70.70 $224,000 3,205 0.1% 224,000 3,205 0.001    Food - Major Diversified
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 67 New $198.77 $223,000 1,114 0.1% 223,000 1,114 0    Domestic Money Center...
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... 69 New $55.29 $220,000 3,952 0.1% 220,000 3,952 0.013    Closed - End Fund - Debt
   (FDMO)1 Year Chart         FDMO Fidelity Momentum Factor Etf 71 New $0.00 $217,000 3,602 0.1% 217,000 3,602 0.15    N/A
   (DAL)1 Year Chart         DAL Delta Air Lines Inc 73 New $46.55 $213,000 4,457 0.1% 213,000 4,457 0.001    Major Airlines
   (L)1 Year Chart         L Loews Corp 74 New $77.98 $211,000 2,700 0.1% 211,000 2,700 0.001    Property & Casualty I...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 75 New $176.89 $211,000 1,179 0.1% 211,000 1,179 0    Closed - End Fund - E...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 77 New $760.00 $206,000 265 0.09% 206,000 265 0    Drug Manufacturers - ...

      9 Records Found
  1    
Page 1 of 1
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