Stonehearth Capital Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
Ava Hoppe | 18 January, 2024
Investing in the right securities can make a significant difference in your portfolio's performance. That's why it's crucial to stay informed about the latest changes in holdings of funds. In this blog post, we will explore the Q3 2023 vs. Q4 2023 13F holdings comparison for Stonehearth Capital Management, LLC. So, let's dive in and see what adjustments have been made.
VLUE - iShares TR
In the third quarter of 2023, Stonehearth Capital Management, LLC held 251,963 shares of iShares TR's VLUE. However, they increased their position by 19.9% in the fourth quarter, bringing their total shares to 270,981. The value of their investment also rose from $22,858,000 to $27,412,000.
MTUM - iShares TR
Stonehearth Capital Management, LLC had 136,529 shares of iShares TR's MTUM in the third quarter of 2023. By the fourth quarter, they slightly increased their position to 139,440 shares. The value of their investment also grew from $19,073,000 to $21,876,000, representing a 14.7% change.
DFAI - Dimensional ETF Trust
The holdings of DFAI by Stonehearth Capital Management, LLC saw a slight decrease of 0.7%. They owned 609,612 shares in the third quarter, which decreased to 551,987 shares in the fourth quarter. The value of their investment remained relatively stable at $15,916,000 and $15,808,000.
QUAL - iShares TR
Stonehearth Capital Management, LLC held 104,866 shares of iShares TR's QUAL in the third quarter. By the fourth quarter, their position reduced to 102,687 shares, representing a 9.3% decrease. The value of their investment, however, increased from $13,820,000 to $15,109,000.
OUSM - ALPS ETF TR
In the third and fourth quarters, there was no change in the number of shares held by Stonehearth Capital Management, LLC for OUSM. They maintained their position at 327,919 shares. However, the value of their investment increased by 11.4%, from $11,513,000 to $12,830,000.
These are just a few examples of the changes in holdings made by Stonehearth Capital Management, LLC during the Q3 2023 vs. Q4 2023 period. It's clear that they strategically adjusted their portfolio, making increases and decreases based on their analysis and market trends.
Understanding these changes in holdings can provide valuable insights for investors looking to make informed decisions. By analyzing the performance of different securities and observing the actions of successful fund managers like Stonehearth Capital Management, LLC, you can fine-tune your investment strategy to optimize returns.
It's important to remember that the information in this blog post is based on publicly available data and should not be considered financial advice. If you're unsure about your investment decisions, it's always best to consult with a qualified financial advisor.
Keep an eye on the holdings of prominent funds like Stonehearth Capital Management, LLC, and stay informed about the changes they make. Investing wisely can make a significant difference in achieving your financial goals.
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