Portfolio (Quarterly)
Guide ↗
Stonehearth Capital Management, LLC
· CIK 0001550191| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | Financial Services | 3,114 | $1.9M | 0.71% | SOLD |
| 2 | EFAX | SPDR INDEX SHS FDS | — | 8,808 | $445K | 0.16% | SOLD |
| 3 | — | J P MORGAN EXCHANGE TRADED F | — | 6,681 | $338K | 0.12% | SOLD |
| 4 | IJR | ISHARES TR | — | 2,701 | $325K | 0.12% | SOLD |
| 5 | META | META PLATFORMS INC | Communication Services | 450 | $297K | 0.11% | SOLD |
| 6 | CACI | CACI INTL INC | Technology | 463 | $247K | 0.09% | SOLD |
| 7 | EMR | EMERSON ELEC CO | Industrials | 1,836 | $244K | 0.09% | SOLD |
Sector Allocation
Financial Services
50.0%
Technology
14.8%
Industrials
10.2%
Consumer Cyclical
5.9%
Energy
5.7%
Healthcare
5.3%
Communication Services
2.8%
Utilities
2.1%
Basic Materials
2.1%
Consumer Defensive
1.0%