Stonehearth Capital Management, LLC Purchases in Q1 2025

Stonehearth Capital Management, LLC

  • $238 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DJP
Barclays Bank PLC

ETFs
250K
New
N/A
250K $8.09M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
148K
New
$34.58 - $45.76 $5.12M - $6.77M
148K $6.74M
MCHI
Ishares Msci China ETF

ETFs
113K
New
$43.71 - $58.65 $4.94M - $6.63M
113K $6.17M
DFAI
Dimensional ETF Tr

ETFs
15.3K
+ 2.31%
$28.88 - $32.4 $443K - $497K
680K $21.4M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
19.2K
New
$63.07 - $73.5 $1.21M - $1.41M
19.2K $1.37M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
19.6K
New
$59.28 - $66.1 $1.16M - $1.29M
19.6K $1.26M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
42.4K
+ 107.88%
$22.25 - $23.0 $944K - $975K
81.7K $1.87M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23.6K
+ 3.87%
$27.01 - $28.54 $638K - $674K
634K $17.5M
VEA
Vanguard Ftse Developed Market

ETFs
3.51K
+ 2.03%
$47.4 - $52.99 $167K - $186K
177K $9.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.36K
+ 1.57%
$42.5 - $46.71 $185K - $203K
282K $12.8M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.19K
New
$147.38 - $176.39 $323K - $386K
2.19K $331K
NEM
Newmont Corp

Basic Materials
5.87K
New
$37.79 - $48.39 $222K - $284K
5.87K $283K
UBER
Uber Technologies, Inc

Technology
3.07K
New
$63.17 - $81.49 $194K - $251K
3.07K $223K
CROX
Crocs, Inc.

Consumer Cyclical
2.02K
New
$88.83 - $112.59 $179K - $227K
2.02K $213K
KLAC
Kla Corp

Technology
305
New
$636.62 - $777.63 $194K - $237K
305 $207K
LLY
Eli Lilly & CO

Healthcare
250
New
$725.72 - $929.72 $181K - $232K
250 $206K
MUB
Ishares National Muni Bond ETF

ETFs
1.94K
New
$104.71 - $107.69 $203K - $209K
1.94K $203K
ORCL
Oracle Corp

Technology
1.68K
+ 65.35%
$139.81 - $186.47 $234K - $312K
4.24K $592K
XOM
Exxon Mobil Corp

Energy
50
+ 0.47%
$105.44 - $118.93 $5.27K - $5.95K
10.7K $1.27M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.02K
+ 2.2%
$57.44 - $59.3 $58.8K - $60.7K
47.6K $2.83M
VTV
Vanguard Value ETF

ETFs
576
+ 5.1%
$167.73 - $179.21 $96.6K - $103K
11.9K $2.03M
DBND
Doubleline ETF Tr Opportunisti

ETFs
1.28K
+ 20.7%
$44.88 - $46.36 $57.5K - $59.4K
7.47K $344K
MSTR
Microstrategy Inc

Technology
204
+ 10.19%
$239.27 - $396.5 $48.8K - $80.9K
2.21K $638K
PFE
Pfizer Inc

Healthcare
300
+ 2.39%
$25.01 - $27.13 $7.5K - $8.14K
12.8K $325K
VUG
Vanguard Growth ETF

ETFs
21
+ 3.83%
$369.1 - $427.61 $7.75K - $8.98K
569 $210K
SPY
Spdr S&P 500 ETF Trust

ETFs
28
+ 2.22%
$551.42 - $612.93 $15.4K - $17.2K
1.29K $719K
SM
Sm Energy CO

Energy
1.49K
+ 22.79%
$27.15 - $44.69 $40.4K - $66.5K
8.02K $235K
AMZN
Amazon Com Inc

Consumer Cyclical
57
+ 1.81%
$190.26 - $242.06 $10.8K - $13.8K
3.2K $608K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.75K
+ 3.19%
$102.49 - $119.96 $179K - $210K
56.5K $5.87M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.07K
+ 0.31%
$41.26 - $44.98 $44.2K - $48.2K
352K $14.8M
Activity Summary
Buys All Purchases 31 New Holdings 12 Increased Positions 19 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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