Stone House Investment Management
Latest statistics and disclosures from Stone House Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPY, PG, IUSB, QUAL, and represent 56.08% of Stone House Investment Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$14M), IUSB (+$10M), OEF, AGG, EMXC, LQD, IXC, DGRO, IYW, EEM.
- Started 46 new stock positions in QTWO, NVS, NOW, CTSH, RDW, PR, ANET, IXC, IBDR, TLH.
- Reduced shares in these 10 stocks: RSP (-$16M), TFLO (-$14M), SHV (-$8.5M), EFG (-$5.1M), USMV, ISTB, EFV, IEMG, IJH, SPY.
- Sold out of its positions in ARKG, Activision Blizzard, ARM, RCEL, AXON, BP, GOLD, CFLT, DHR, DMTK.
- Stone House Investment Management was a net seller of stock by $-20M.
- Stone House Investment Management has $290M in assets under management (AUM), dropping by 0.89%.
- Central Index Key (CIK): 0001696497
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Portfolio Holdings for Stone House Investment Management
Stone House Investment Management holds 319 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 20.8 | $60M | +31% | 126k | 477.63 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.0 | $35M | -4% | 73k | 475.31 |
|
| Procter & Gamble Company (PG) | 9.9 | $29M | -4% | 196k | 146.54 |
|
| Ishares Tr Core Total Usd (IUSB) | 8.0 | $23M | +80% | 505k | 46.07 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.4 | $16M | -4% | 106k | 147.14 |
|
| Ishares Tr Core Msci Total (IXUS) | 5.1 | $15M | -2% | 230k | 64.93 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.8 | $14M | -52% | 88k | 157.80 |
|
| Ishares Tr Eafe Value Etf (EFV) | 4.6 | $14M | -12% | 259k | 52.10 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 2.8 | $8.0M | -38% | 83k | 96.85 |
|
| Ishares Tr Mbs Etf (MBB) | 2.7 | $7.8M | 83k | 94.08 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 2.6 | $7.4M | -64% | 147k | 50.47 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.5 | $7.2M | +55% | 72k | 99.25 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 2.0 | $5.9M | +18% | 48k | 122.75 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.8 | $5.2M | -6% | 53k | 98.88 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.6 | $4.6M | NEW | 20k | 223.39 |
|
| Ishares Core Msci Emkt (IEMG) | 1.5 | $4.3M | -30% | 86k | 50.58 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.5 | $4.3M | +5% | 57k | 75.10 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.5 | $4.2M | +74% | 38k | 110.66 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.9 | $2.7M | +1180% | 49k | 55.41 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.6 | $1.8M | +35% | 46k | 40.27 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.5M | +432% | 29k | 53.82 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $1.5M | +61% | 14k | 108.41 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $1.4M | -66% | 18k | 78.03 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.5 | $1.4M | NEW | 36k | 39.11 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.5 | $1.4M | -66% | 29k | 47.56 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $1.1M | -3% | 13k | 89.06 |
|
| Apple (AAPL) | 0.4 | $1.0M | -4% | 5.3k | 192.53 |
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.3 | $733k | -22% | 13k | 54.74 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $592k | NEW | 15k | 40.21 |
|
| Peoples Financial Services Corp (PFIS) | 0.2 | $574k | 12k | 48.70 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $558k | +47% | 24k | 23.04 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $463k | NEW | 4.3k | 108.26 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $384k | +10% | 3.7k | 104.92 |
|
| Amazon (AMZN) | 0.1 | $363k | +3% | 2.4k | 151.94 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $329k | -83% | 3.1k | 107.48 |
|
| Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS) | 0.1 | $317k | 4.8k | 65.35 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $307k | +12% | 1.3k | 232.70 |
|
| Advanced Micro Devices (AMD) | 0.1 | $255k | +6% | 1.7k | 147.41 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $212k | 428.00 | 495.25 |
|
|
| Tesla Motors (TSLA) | 0.1 | $207k | -13% | 835.00 | 248.33 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $202k | NEW | 2.7k | 75.35 |
|
| Lowe's Companies (LOW) | 0.1 | $175k | 784.00 | 222.59 |
|
|
| UnitedHealth (UNH) | 0.1 | $166k | 315.00 | 527.27 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $158k | 4.8k | 32.66 |
|
|
| Ishares Tr Ibonds 2026 Term (IBHF) | 0.1 | $157k | NEW | 6.8k | 22.92 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $157k | -3% | 2.2k | 70.35 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $156k | NEW | 6.5k | 23.90 |
|
| Microsoft Corporation (MSFT) | 0.1 | $152k | -37% | 403.00 | 376.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $146k | +10% | 1.0k | 139.69 |
|
| Home Depot (HD) | 0.0 | $135k | 391.00 | 346.29 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $118k | -93% | 427.00 | 277.12 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $117k | 1.1k | 108.29 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $112k | -20% | 819.00 | 136.33 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $111k | 787.00 | 140.99 |
|
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $110k | 1.9k | 56.64 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $109k | 2.2k | 49.80 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $109k | -98% | 985.00 | 110.13 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $108k | -2% | 1.2k | 93.81 |
|
| Pfizer (PFE) | 0.0 | $103k | -8% | 3.6k | 28.79 |
|
| TJX Companies (TJX) | 0.0 | $101k | 1.1k | 93.77 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $99k | -2% | 785.00 | 126.45 |
|
| Boeing Company (BA) | 0.0 | $96k | +10% | 368.00 | 260.66 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $95k | 423.00 | 225.51 |
|
|
| American Tower Reit (AMT) | 0.0 | $89k | -10% | 413.00 | 215.67 |
|
| Chevron Corporation (CVX) | 0.0 | $87k | -9% | 583.00 | 149.18 |
|
| NBT Ban (NBTB) | 0.0 | $86k | 2.1k | 41.91 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $84k | -10% | 332.00 | 253.41 |
|
| Marvell Technology (MRVL) | 0.0 | $80k | -2% | 1.3k | 60.32 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $79k | -34% | 1.2k | 64.70 |
|
| Enovix Corp (ENVX) | 0.0 | $79k | +18% | 6.3k | 12.52 |
|
| Southern Company (SO) | 0.0 | $77k | 1.1k | 70.12 |
|
|
| FirstEnergy (FE) | 0.0 | $76k | 2.1k | 36.65 |
|
|
| Pepsi (PEP) | 0.0 | $72k | 422.00 | 169.65 |
|
|
| Coca-Cola Company (KO) | 0.0 | $71k | +358% | 1.2k | 58.95 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $66k | -10% | 792.00 | 83.82 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $65k | -9% | 1.7k | 39.03 |
|
| Crown Castle Intl (CCI) | 0.0 | $64k | -11% | 555.00 | 115.23 |
|
| Intel Corporation (INTC) | 0.0 | $63k | +4% | 1.3k | 50.23 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $61k | 301.00 | 200.97 |
|
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| Amgen (AMGN) | 0.0 | $60k | +553% | 209.00 | 288.13 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $60k | +7% | 2.2k | 26.65 |
|
| Ishares Tr Intl Dev Re Etf (IFGL) | 0.0 | $57k | 2.6k | 21.76 |
|
|
| Altria (MO) | 0.0 | $56k | +2% | 1.4k | 40.33 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $53k | 540.00 | 98.54 |
|
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $51k | +10% | 2.0k | 25.07 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $51k | 124.00 | 406.89 |
|
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $49k | 1.6k | 30.69 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $46k | +32% | 1.8k | 25.52 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $44k | -94% | 416.00 | 105.44 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $44k | 75.00 | 579.49 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $41k | +11% | 395.00 | 103.45 |
|
| International Business Machines (IBM) | 0.0 | $41k | +9% | 247.00 | 163.83 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $40k | NEW | 750.00 | 53.75 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.0 | $38k | 609.00 | 63.10 |
|
|
| Halliburton Company (HAL) | 0.0 | $38k | NEW | 1.1k | 36.16 |
|
| M&T Bank Corporation (MTB) | 0.0 | $36k | -30% | 263.00 | 137.08 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $36k | 258.00 | 139.28 |
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| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.0 | $36k | 1.1k | 31.39 |
|
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| Prudential Financial (PRU) | 0.0 | $35k | 341.00 | 103.72 |
|
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| Wal-Mart Stores (WMT) | 0.0 | $33k | 207.00 | 158.00 |
|
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $32k | -66% | 222.00 | 143.68 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $32k | 502.00 | 63.31 |
|
|
| Walt Disney Company (DIS) | 0.0 | $31k | +355% | 346.00 | 90.29 |
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| Darling International (DAR) | 0.0 | $30k | +100% | 600.00 | 49.84 |
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| Philip Morris International (PM) | 0.0 | $30k | 315.00 | 94.21 |
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| Moderna (MRNA) | 0.0 | $29k | 295.00 | 99.45 |
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| Goldman Sachs Etf Tr Activebeta Wrld (GLOV) | 0.0 | $29k | 667.00 | 43.63 |
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| Cleanspark Com New (CLSK) | 0.0 | $28k | 2.6k | 11.03 |
|
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $27k | -63% | 592.00 | 46.07 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $27k | +132% | 156.00 | 170.13 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $26k | 750.00 | 35.25 |
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| Dutch Bros Cl A (BROS) | 0.0 | $26k | +37% | 827.00 | 31.67 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $24k | 218.00 | 111.84 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $24k | 307.00 | 77.32 |
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| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $23k | 3.6k | 6.38 |
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| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $23k | -62% | 474.00 | 48.76 |
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| Wells Fargo & Company (WFC) | 0.0 | $23k | 465.00 | 49.17 |
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| Verizon Communications (VZ) | 0.0 | $23k | 603.00 | 37.73 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $23k | +100% | 30.00 | 757.67 |
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| McDonald's Corporation (MCD) | 0.0 | $21k | 72.00 | 295.67 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $20k | -69% | 44.00 | 457.48 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $20k | 1.0k | 19.85 |
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| General Dynamics Corporation (GD) | 0.0 | $20k | +35% | 76.00 | 259.07 |
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| Myriad Genetics (MYGN) | 0.0 | $19k | 1.0k | 19.14 |
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| Mattel (MAT) | 0.0 | $19k | 1.0k | 18.88 |
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| General Electric Com New (GE) | 0.0 | $18k | 143.00 | 127.67 |
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| Metropcs Communications (TMUS) | 0.0 | $18k | 110.00 | 160.33 |
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| UGI Corporation (UGI) | 0.0 | $17k | 708.00 | 24.62 |
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| Shopify Cl A (SHOP) | 0.0 | $17k | 221.00 | 77.90 |
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| Sofi Technologies (SOFI) | 0.0 | $17k | 1.7k | 9.95 |
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| Qualcomm (QCOM) | 0.0 | $17k | 115.00 | 144.53 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $16k | +351% | 1.2k | 13.81 |
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| Enterprise Products Partners (EPD) | 0.0 | $16k | +2% | 610.00 | 26.34 |
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| Community Bank System (CBU) | 0.0 | $16k | 305.00 | 52.11 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $16k | 82.00 | 191.17 |
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| Applied Materials (AMAT) | 0.0 | $15k | +46% | 95.00 | 162.07 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $15k | +2% | 38.00 | 404.79 |
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| Edwards Lifesciences (EW) | 0.0 | $15k | 201.00 | 76.25 |
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| Servicenow (NOW) | 0.0 | $15k | NEW | 21.00 | 706.48 |
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| Lululemon Athletica (LULU) | 0.0 | $15k | 29.00 | 511.28 |
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| Comfort Systems USA (FIX) | 0.0 | $15k | NEW | 72.00 | 205.67 |
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| EXACT Sciences Corporation (EXAS) | 0.0 | $15k | NEW | 200.00 | 73.98 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $15k | -63% | 636.00 | 23.04 |
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| Yum! Brands (YUM) | 0.0 | $14k | 109.00 | 130.25 |
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| Kraneshares Tr Csi Chi Internet (KWEB) | 0.0 | $14k | NEW | 500.00 | 27.00 |
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| Abbvie (ABBV) | 0.0 | $13k | 86.00 | 154.67 |
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| Cheniere Energy Com New (LNG) | 0.0 | $13k | +11% | 76.00 | 170.71 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $13k | 165.00 | 77.51 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $13k | 159.00 | 79.09 |
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| Norwood Financial Corporation (NWFL) | 0.0 | $12k | 375.00 | 32.88 |
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| Sea Sponsord Ads (SE) | 0.0 | $12k | 300.00 | 40.50 |
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| Bausch Health Companies (BHC) | 0.0 | $12k | 1.5k | 8.02 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $12k | 414.00 | 28.49 |
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| Pinterest Cl A (PINS) | 0.0 | $12k | +52% | 317.00 | 37.04 |
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| Super Micro Computer (SMCI) | 0.0 | $11k | 39.00 | 284.26 |
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| Oneok (OKE) | 0.0 | $11k | -15% | 156.00 | 70.08 |
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| Hldgs (UAL) | 0.0 | $11k | 263.00 | 41.26 |
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| Editas Medicine (EDIT) | 0.0 | $11k | 1.1k | 10.13 |
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| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $11k | 3.0k | 3.53 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $11k | -13% | 169.00 | 62.60 |
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| Chart Industries (GTLS) | 0.0 | $11k | 77.00 | 136.32 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $10k | 142.00 | 72.64 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $10k | 118.00 | 85.37 |
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| Transocean Reg Shs (RIG) | 0.0 | $9.5k | NEW | 1.5k | 6.35 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $9.5k | 20.00 | 474.00 |
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| Bank of America Corporation (BAC) | 0.0 | $9.2k | 275.00 | 33.62 |
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| F.N.B. Corporation (FNB) | 0.0 | $9.1k | 658.00 | 13.77 |
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| MetLife (MET) | 0.0 | $8.9k | 134.00 | 66.13 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $8.4k | 100.00 | 84.14 |
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| Vertex Energy (VTNR) | 0.0 | $8.2k | 2.4k | 3.39 |
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| Fiverr Intl Ord Shs (FVRR) | 0.0 | $8.2k | 300.00 | 27.22 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $8.0k | -63% | 149.00 | 53.68 |
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| American Express Company (AXP) | 0.0 | $7.9k | 42.00 | 188.19 |
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| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $7.8k | 169.00 | 46.25 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $7.8k | -63% | 98.00 | 79.24 |
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| Tecnoglass Ord Shs (TGLS) | 0.0 | $7.7k | 168.00 | 45.73 |
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| MasTec (MTZ) | 0.0 | $7.6k | 100.00 | 75.72 |
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| Anthem (ELV) | 0.0 | $7.5k | 16.00 | 471.56 |
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| Direct Digital Holdings Class A Com (DRCT) | 0.0 | $7.2k | NEW | 485.00 | 14.88 |
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| Canadian Natl Ry (CNI) | 0.0 | $7.2k | 57.00 | 125.63 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 0.0 | $7.1k | -63% | 160.00 | 44.63 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $7.0k | NEW | 20.00 | 350.90 |
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| ConocoPhillips (COP) | 0.0 | $6.9k | -47% | 59.00 | 117.03 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $6.9k | +78% | 66.00 | 104.24 |
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| EQT Corporation (EQT) | 0.0 | $6.6k | +55% | 171.00 | 38.56 |
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| Global Partners Com Units (GLP) | 0.0 | $6.6k | +56% | 156.00 | 42.20 |
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| Morgan Stanley Com New (MS) | 0.0 | $6.5k | 70.00 | 93.26 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $6.4k | 295.00 | 21.78 |
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| Shell Spon Ads (SHEL) | 0.0 | $6.0k | -51% | 92.00 | 65.57 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $5.9k | 87.00 | 67.38 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $5.8k | +114% | 337.00 | 17.17 |
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| MDU Resources (MDU) | 0.0 | $5.8k | 292.00 | 19.80 |
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| Illinois Tool Works (ITW) | 0.0 | $5.8k | 22.00 | 261.95 |
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| Paypal Holdings (PYPL) | 0.0 | $5.7k | +47% | 93.00 | 61.43 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $5.7k | 112.00 | 50.94 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $5.7k | +90% | 95.00 | 59.93 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $5.6k | 22.00 | 255.32 |
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| Cisco Systems (CSCO) | 0.0 | $5.6k | 110.00 | 50.72 |
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| Sunopta (STKL) | 0.0 | $5.5k | 1.0k | 5.47 |
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| Micron Technology (MU) | 0.0 | $5.4k | +57% | 63.00 | 85.43 |
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| Agnico (AEM) | 0.0 | $5.3k | NEW | 97.00 | 55.02 |
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| Akamai Technologies (AKAM) | 0.0 | $5.3k | 45.00 | 118.36 |
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| Fiserv (FI) | 0.0 | $5.3k | 40.00 | 132.85 |
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| Constellation Energy (CEG) | 0.0 | $5.3k | 45.00 | 116.89 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $5.2k | +86% | 28.00 | 184.25 |
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| Fidelity National Information Services (FIS) | 0.0 | $5.0k | NEW | 83.00 | 59.87 |
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| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $5.0k | 86.00 | 57.70 |
|
|
| Medtronic SHS (MDT) | 0.0 | $4.9k | -76% | 60.00 | 82.38 |
|
| Exelon Corporation (EXC) | 0.0 | $4.9k | 137.00 | 35.90 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $4.9k | -51% | 49.00 | 100.08 |
|
| At&t (T) | 0.0 | $4.9k | 292.00 | 16.79 |
|
|
| Cummins (CMI) | 0.0 | $4.9k | 20.00 | 243.05 |
|
|
| Knife River Corp Common Stock (KNF) | 0.0 | $4.8k | 73.00 | 66.18 |
|
|
| ACI Worldwide (ACIW) | 0.0 | $4.8k | 157.00 | 30.60 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $4.8k | 29.00 | 164.48 |
|
|
| Norfolk Southern (NSC) | 0.0 | $4.8k | 20.00 | 237.85 |
|
|
| salesforce (CRM) | 0.0 | $4.7k | NEW | 18.00 | 263.17 |
|
| Arista Networks (ANET) | 0.0 | $4.7k | NEW | 20.00 | 235.50 |
|
| Viking Therapeutics (VKTX) | 0.0 | $4.7k | 250.00 | 18.61 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $4.6k | NEW | 13.00 | 356.69 |
|
| Intellia Therapeutics (NTLA) | 0.0 | $4.6k | +192% | 152.00 | 30.49 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $4.6k | +116% | 91.00 | 50.19 |
|
| Columbia Seligm Prem Tech Gr (STK) | 0.0 | $4.5k | 144.00 | 31.60 |
|
|
| C3 Ai Cl A (AI) | 0.0 | $4.3k | 150.00 | 28.71 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $4.3k | 101.00 | 42.28 |
|
|
| Meta Platforms Cl A (META) | 0.0 | $4.2k | -86% | 12.00 | 354.00 |
|
| Snowflake Cl A (SNOW) | 0.0 | $4.2k | 21.00 | 199.00 |
|
|
| Exchange Traded Concepts Tr Robo Glb Artif (THNQ) | 0.0 | $4.1k | 100.00 | 41.24 |
|
|
| Corning Incorporated (GLW) | 0.0 | $4.1k | 134.00 | 30.38 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $4.1k | 54.00 | 75.06 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $4.0k | 29.00 | 137.76 |
|
|
| Sterling Construction Company (STRL) | 0.0 | $4.0k | 45.00 | 87.93 |
|
|
| Tellurian (TELL) | 0.0 | $3.9k | +62% | 5.2k | 0.76 |
|
| iRobot Corporation (IRBT) | 0.0 | $3.9k | NEW | 100.00 | 38.70 |
|
| CF Industries Holdings (CF) | 0.0 | $3.6k | -40% | 45.00 | 79.51 |
|
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $3.6k | 42.00 | 84.88 |
|
|
| Qualys (QLYS) | 0.0 | $3.5k | NEW | 18.00 | 196.28 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $3.5k | 29.00 | 119.10 |
|
|
| Dollar General (DG) | 0.0 | $3.4k | 25.00 | 134.52 |
|
|
| Tri-Continental Corporation (TY) | 0.0 | $3.4k | 117.00 | 28.74 |
|
|
| Hershey Company (HSY) | 0.0 | $3.2k | 17.00 | 186.41 |
|
|
| Rockwell Automation (ROK) | 0.0 | $3.1k | NEW | 10.00 | 311.90 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $3.1k | 100.00 | 31.18 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $3.1k | -87% | 29.00 | 105.69 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $3.0k | 23.00 | 129.48 |
|
|
| Ishares Tr Robotics Artif (IRBO) | 0.0 | $2.8k | 82.00 | 34.39 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $2.8k | 60.00 | 46.73 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $2.8k | 10.00 | 275.60 |
|
|
| Encana Corporation (OVV) | 0.0 | $2.7k | 61.00 | 44.11 |
|
|
| Williams Companies (WMB) | 0.0 | $2.7k | 77.00 | 34.83 |
|
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $2.5k | NEW | 420.00 | 6.03 |
|
| Uipath Cl A (PATH) | 0.0 | $2.5k | NEW | 100.00 | 24.84 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $2.4k | 130.00 | 18.54 |
|
|
| Steel Dynamics (STLD) | 0.0 | $2.4k | NEW | 20.00 | 118.10 |
|
| Exchange Traded Concepts Tr Robo Glb Etf (ROBO) | 0.0 | $2.3k | -54% | 40.00 | 57.30 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $2.3k | NEW | 30.00 | 75.53 |
|
| ON Semiconductor (ON) | 0.0 | $2.3k | 27.00 | 83.52 |
|
|
| Cognex Corporation (CGNX) | 0.0 | $2.3k | 54.00 | 41.74 |
|
|
| Q2 Holdings (QTWO) | 0.0 | $2.2k | NEW | 50.00 | 43.42 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $2.2k | 17.00 | 126.59 |
|
|
| Brookfield Business Partners Unit Ltd L P (BBU) | 0.0 | $2.1k | NEW | 103.00 | 20.58 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $2.1k | +111% | 133.00 | 15.94 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $2.1k | -52% | 56.00 | 37.07 |
|
| Phillips 66 (PSX) | 0.0 | $2.1k | -73% | 16.00 | 129.31 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $2.0k | NEW | 50.00 | 40.44 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $2.0k | NEW | 20.00 | 100.95 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $2.0k | 100.00 | 20.04 |
|
|
| Nextdoor Holdings Com Cl A (KIND) | 0.0 | $1.9k | 1.0k | 1.89 |
|
|
| Samsara Com Cl A (IOT) | 0.0 | $1.8k | 55.00 | 33.38 |
|
|
| Dynatrace Com New (DT) | 0.0 | $1.8k | 33.00 | 54.70 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $1.8k | -23% | 400.00 | 4.50 |
|
| Xometry Class A Com (XMTR) | 0.0 | $1.8k | NEW | 50.00 | 35.92 |
|
| Centrus Energy Corp Cl A (LEU) | 0.0 | $1.6k | 30.00 | 54.40 |
|
|
| Textron (TXT) | 0.0 | $1.6k | NEW | 20.00 | 80.40 |
|
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $1.6k | 250.00 | 6.37 |
|
|
| CECO Environmental (CECO) | 0.0 | $1.5k | 74.00 | 20.28 |
|
|
| Unity Software (U) | 0.0 | $1.5k | -90% | 36.00 | 40.89 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $1.4k | 33.00 | 43.09 |
|
|
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $1.4k | 48.00 | 29.50 |
|
|
| Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $1.4k | 574.00 | 2.45 |
|
|
| Ark Etf Tr 3d Printing Etf (PRNT) | 0.0 | $1.4k | 60.00 | 23.23 |
|
|
| FedEx Corporation (FDX) | 0.0 | $1.4k | 5.00 | 275.00 |
|
|
| Hanesbrands (HBI) | 0.0 | $1.3k | 299.00 | 4.46 |
|
|
| Flotek Inds Inc Del Com New (FTK) | 0.0 | $1.3k | 334.00 | 3.92 |
|
|
| Fncb Ban (FNCB) | 0.0 | $1.3k | 192.00 | 6.78 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $1.3k | 28.00 | 45.71 |
|
|
| Bny Mellon High Yield Strate Sh Ben Int (DHF) | 0.0 | $1.3k | 552.00 | 2.29 |
|
|
| Farmland Partners (FPI) | 0.0 | $1.2k | NEW | 100.00 | 12.48 |
|
| Black Stone Minerals Com Unit (BSM) | 0.0 | $1.2k | +2% | 75.00 | 15.96 |
|
| Range Resources (RRC) | 0.0 | $1.2k | 38.00 | 30.79 |
|
|
| Ranpak Holdings Corp Com Cl A (PACK) | 0.0 | $1.2k | 200.00 | 5.82 |
|
|
| Rapid7 (RPD) | 0.0 | $1.1k | NEW | 20.00 | 57.10 |
|
| Globalfoundries Ordinary Shares (GFS) | 0.0 | $1.1k | 18.00 | 60.61 |
|
|
| Permian Resources Corp Class A Com (PR) | 0.0 | $1.1k | NEW | 79.00 | 13.59 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $1.1k | NEW | 52.00 | 20.29 |
|
| D R S Technologies (DRS) | 0.0 | $1.0k | NEW | 52.00 | 20.04 |
|
| Can Fite Biofarma Sponsored Adr (CANF) | 0.0 | $1.0k | NEW | 470.00 | 2.20 |
|
| D Market Electr Svcs & Tradi Sponsored Ads (HEPS) | 0.0 | $1.0k | NEW | 570.00 | 1.80 |
|
| Geospace Technologies (GEOS) | 0.0 | $1.0k | NEW | 79.00 | 12.96 |
|
| Ngl Energy Partners Com Unit Repst (NGL) | 0.0 | $1.0k | NEW | 183.00 | 5.57 |
|
| Jd.com Spon Adr Cl A (JD) | 0.0 | $1.0k | NEW | 35.00 | 28.89 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $977.011200 | +206% | 297.00 | 3.29 |
|
| Harte-hanks (HHS) | 0.0 | $970.998600 | NEW | 143.00 | 6.79 |
|
| 23andme Holding Class A Com (ME) | 0.0 | $914.000000 | 1.0k | 0.91 |
|
|
| Teucrium Commodity Tr Sugar Fd (CANE) | 0.0 | $892.000800 | 72.00 | 12.39 |
|
|
| Redwire Corporation (RDW) | 0.0 | $855.000000 | NEW | 300.00 | 2.85 |
|
| Immersion Corporation (IMMR) | 0.0 | $677.001600 | 96.00 | 7.05 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $635.000400 | 12.00 | 52.92 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $542.000000 | 8.00 | 67.75 |
|
|
| Hydrofarm Holdings Group Ord (HYFM) | 0.0 | $459.000000 | 500.00 | 0.92 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $273.000000 | 24.00 | 11.38 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $254.000000 | 2.00 | 127.00 |
|
|
| Viatris (VTRS) | 0.0 | $162.000000 | 15.00 | 10.80 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $155.000100 | 3.00 | 51.67 |
|
|
| Aurora Cannabis | 0.0 | $37.999000 | 79.00 | 0.48 |
|
|
| Under Armour CL C (UA) | 0.0 | $33.000000 | 4.00 | 8.25 |
|
|
| Under Armour Cl A (UAA) | 0.0 | $18.000000 | 2.00 | 9.00 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $0 | 0 | 0.00 |
|
|
| Oblong Com New (OBLG) | 0.0 | $0 | 1.00 | 0.00 |
|
Past Filings by Stone House Investment Management
SEC 13F filings are viewable for Stone House Investment Management going back to 2016
- Stone House Investment Management 2023 Q4 filed Jan. 31, 2024
- Stone House Investment Management 2023 Q3 filed Nov. 14, 2023
- Stone House Investment Management 2023 Q2 filed Aug. 11, 2023
- Stone House Investment Management 2023 Q1 filed April 26, 2023
- Stone House Investment Management 2022 Q4 filed Jan. 20, 2023
- Stone House Investment Management 2022 Q3 filed Oct. 12, 2022
- Stone House Investment Management 2022 Q2 filed July 19, 2022
- Stone House Investment Management 2022 Q1 filed April 27, 2022
- Stone House Investment Management 2021 Q4 filed Jan. 14, 2022
- Stone House Investment Management 2021 Q3 restated filed Oct. 21, 2021
- Stone House Investment Management 2021 Q3 filed Oct. 8, 2021
- Stone House Investment Management 2021 Q2 filed Aug. 13, 2021
- Stone House Investment Management 2021 Q1 filed April 27, 2021
- Stone House Investment Management 2020 Q4 filed Jan. 13, 2021
- Stone House Investment Management 2020 Q3 filed Oct. 15, 2020
- Stone House Investment Management 2020 Q2 filed July 13, 2020