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, IUSB, SPY, PG, IVW, and represent 49.94% of Stone House Investment Management's stock portfolio.
- Added to shares of these 10 stocks: IVW (+$12M), IUSB (+$12M), EFG (+$7.7M), EFV (+$6.9M), IWV (+$5.1M), DYNF, EMXC, QUAL, BINC, EFA.
- Started 74 new stock positions in MSOS, VOO, BWXT, OGN, VST, CW, WEN, FOUR, AEM, STZ.
- Reduced shares in these 10 stocks: IVV (-$14M), HEFA (-$5.6M), SPY (-$5.1M), RSP (-$5.1M), IXC, ESGU, TLT, IXUS, USMV, TIP.
- Sold out of its positions in PRNT, ASTS, AKAM, AVLV, AMSC, ARM, BK, BLCO, BDX, BSM.
- Stone House Investment Management was a net buyer of stock by $29M.
- Stone House Investment Management has $484M in assets under management (AUM), dropping by 13.85%.
- Central Index Key (CIK): 0001696497
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Portfolio Holdings for Stone House Investment Management
Stone House Investment Management holds 380 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 14.4 | $70M | -16% | 121k | 576.82 |
|
| Ishares Tr Core Total Usd (IUSB) | 11.7 | $57M | +25% | 1.2M | 47.12 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.5 | $46M | -9% | 81k | 573.76 |
|
| Procter & Gamble Company (PG) | 8.1 | $39M | +3% | 226k | 173.20 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 6.2 | $30M | +66% | 314k | 95.75 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.7 | $28M | +10% | 153k | 179.30 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 5.3 | $26M | +19% | 522k | 49.47 |
|
| Ishares Tr Eafe Value Etf (EFV) | 4.4 | $22M | +47% | 374k | 57.53 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 4.3 | $21M | +57% | 195k | 107.65 |
|
| Ishares Tr Core Msci Total (IXUS) | 4.1 | $20M | -3% | 275k | 72.63 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 3.0 | $14M | +10% | 73k | 197.17 |
|
| Ishares Tr Mbs Etf (MBB) | 2.6 | $13M | +14% | 132k | 95.81 |
|
| Ishares Msci Emrg Chn (EMXC) | 2.4 | $12M | +44% | 192k | 61.11 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 2.3 | $11M | 73k | 151.62 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.2 | $11M | +9% | 106k | 101.27 |
|
| Ishares Tr National Mun Etf (MUB) | 1.6 | $7.7M | +4% | 71k | 108.63 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 1.3 | $6.2M | +58% | 116k | 53.53 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.1 | $5.6M | -17% | 57k | 98.10 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.1 | $5.1M | NEW | 16k | 326.73 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $5.0M | +26% | 86k | 57.41 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.7 | $3.2M | +13% | 69k | 46.97 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $2.4M | +973% | 29k | 83.63 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $2.0M | 21k | 93.58 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.4 | $1.9M | +6% | 39k | 48.68 |
|
| Citizens & Northern Corporation (CZNC) | 0.4 | $1.9M | +23% | 95k | 19.69 |
|
| Apple (AAPL) | 0.3 | $1.4M | 6.1k | 233.00 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.3 | $1.4M | -2% | 13k | 109.33 |
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.2 | $1.1M | -11% | 13k | 86.19 |
|
| Amazon (AMZN) | 0.2 | $1.1M | +6% | 6.1k | 186.33 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $1.1M | +10% | 3.9k | 276.73 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $997k | -18% | 10k | 96.52 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $867k | +943% | 7.1k | 121.44 |
|
| Ishares Tr Investment Grade (IGEB) | 0.2 | $755k | NEW | 16k | 46.47 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $738k | +8% | 32k | 23.45 |
|
| Microsoft Corporation (MSFT) | 0.1 | $643k | 1.5k | 430.39 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $585k | +6% | 9.4k | 62.32 |
|
| Peoples Financial Services Corp (PFIS) | 0.1 | $548k | 12k | 46.88 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $486k | +3% | 2.9k | 165.86 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $481k | +23% | 1.8k | 263.81 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $468k | +4% | 2.8k | 167.18 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $355k | -94% | 10k | 35.42 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $352k | -93% | 2.0k | 179.17 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $334k | +30% | 4.0k | 83.68 |
|
| Advanced Micro Devices (AMD) | 0.1 | $315k | 1.9k | 164.08 |
|
|
| Home Depot (HD) | 0.1 | $246k | 607.00 | 405.51 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $238k | 1.1k | 210.81 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $220k | 778.00 | 283.04 |
|
|
| Tesla Motors (TSLA) | 0.0 | $214k | +18% | 817.00 | 261.47 |
|
| Lowe's Companies (LOW) | 0.0 | $212k | 784.00 | 270.76 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $208k | 234.00 | 886.90 |
|
|
| TJX Companies (TJX) | 0.0 | $198k | 1.7k | 117.51 |
|
|
| UnitedHealth (UNH) | 0.0 | $187k | -5% | 319.00 | 585.07 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $186k | -48% | 3.0k | 62.68 |
|
| International Business Machines (IBM) | 0.0 | $170k | -18% | 768.00 | 220.99 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $165k | -5% | 334.00 | 493.80 |
|
| Wal-Mart Stores (WMT) | 0.0 | $159k | +200% | 2.0k | 80.76 |
|
| Pfizer (PFE) | 0.0 | $159k | +64% | 5.5k | 28.94 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $142k | +27% | 161.00 | 884.60 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $141k | 289.00 | 487.36 |
|
|
| Community Bank System (CBU) | 0.0 | $137k | +673% | 2.4k | 58.07 |
|
| Meta Platforms Cl A (META) | 0.0 | $131k | +8% | 229.00 | 571.34 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $131k | -89% | 1.0k | 126.18 |
|
| Merck & Co (MRK) | 0.0 | $131k | NEW | 1.2k | 113.56 |
|
| General Dynamics Corporation (GD) | 0.0 | $129k | 428.00 | 302.34 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $128k | 828.00 | 154.01 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $127k | NEW | 5.7k | 22.17 |
|
| Chevron Corporation (CVX) | 0.0 | $127k | +52% | 860.00 | 147.35 |
|
| Palo Alto Networks (PANW) | 0.0 | $123k | -2% | 360.00 | 341.80 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $115k | -8% | 1.5k | 78.05 |
|
| Coca-Cola Company (KO) | 0.0 | $114k | -14% | 1.6k | 71.87 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $112k | -10% | 959.00 | 116.94 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $111k | +65% | 943.00 | 117.26 |
|
| McDonald's Corporation (MCD) | 0.0 | $108k | +13% | 354.00 | 304.27 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $107k | -4% | 1.9k | 57.67 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $106k | -6% | 2.0k | 51.82 |
|
| salesforce (CRM) | 0.0 | $105k | -8% | 385.00 | 273.71 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $105k | 423.00 | 248.60 |
|
|
| Southern Company (SO) | 0.0 | $103k | +4% | 1.1k | 90.18 |
|
| Chesapeake Energy Corp *w Exp 02/09/202 (CHKEL) | 0.0 | $103k | +161% | 1.6k | 65.18 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $101k | +4900% | 1.8k | 57.62 |
|
| W.W. Grainger (GWW) | 0.0 | $97k | -4% | 93.00 | 1039.42 |
|
| Norfolk Southern (NSC) | 0.0 | $94k | -4% | 380.00 | 248.32 |
|
| FirstEnergy (FE) | 0.0 | $94k | 2.1k | 44.35 |
|
|
| NBT Ban (NBTB) | 0.0 | $91k | 2.1k | 44.23 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $87k | -8% | 718.00 | 121.11 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $83k | -5% | 752.00 | 110.57 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $82k | -4% | 536.00 | 153.13 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $81k | -6% | 1.1k | 73.67 |
|
| Marvell Technology (MRVL) | 0.0 | $79k | -8% | 1.1k | 72.14 |
|
| Pepsi (PEP) | 0.0 | $79k | +6% | 466.00 | 170.21 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $78k | +91% | 963.00 | 80.77 |
|
| Analog Devices (ADI) | 0.0 | $76k | 329.00 | 230.17 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $75k | -6% | 467.00 | 160.64 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $73k | -12% | 1.5k | 49.70 |
|
| Boeing Company (BA) | 0.0 | $72k | -6% | 472.00 | 152.04 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $71k | 811.00 | 87.80 |
|
|
| Amgen (AMGN) | 0.0 | $70k | 216.00 | 321.55 |
|
|
| Chesapeake Energy Corp (CHK) | 0.0 | $69k | +162% | 844.00 | 82.28 |
|
| Cigna Corp (CI) | 0.0 | $69k | +25% | 200.00 | 346.44 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $67k | 304.00 | 220.91 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $65k | -21% | 367.00 | 178.12 |
|
| Abbott Laboratories (ABT) | 0.0 | $64k | 561.00 | 114.01 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $63k | +285% | 1.8k | 36.13 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $63k | 869.00 | 72.76 |
|
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $60k | -73% | 2.0k | 29.48 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $59k | +520% | 211.00 | 280.47 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $59k | NEW | 111.00 | 527.67 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $58k | 124.00 | 465.08 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $57k | +8% | 123.00 | 460.26 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $56k | 1.3k | 41.95 |
|
|
| Ishares Tr Intl Dev Re Etf (IFGL) | 0.0 | $55k | -7% | 2.4k | 22.82 |
|
| Abbvie (ABBV) | 0.0 | $55k | 277.00 | 197.69 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $55k | -10% | 513.00 | 106.18 |
|
| American Tower Reit (AMT) | 0.0 | $54k | -17% | 234.00 | 232.65 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $52k | -88% | 471.00 | 110.45 |
|
| AmerisourceBergen (COR) | 0.0 | $52k | -6% | 230.00 | 225.21 |
|
| Valero Energy Corporation (VLO) | 0.0 | $52k | 382.00 | 135.03 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $52k | -5% | 508.00 | 101.37 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $51k | 432.00 | 119.07 |
|
|
| Masco Corporation (MAS) | 0.0 | $51k | -6% | 611.00 | 83.91 |
|
| Prudential Financial (PRU) | 0.0 | $51k | 419.00 | 121.02 |
|
|
| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.0 | $50k | +400% | 2.2k | 23.30 |
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $49k | -7% | 1.9k | 25.91 |
|
| Cameco Corporation (CCJ) | 0.0 | $49k | NEW | 1.0k | 47.76 |
|
| Enovix Corp (ENVX) | 0.0 | $49k | -17% | 5.2k | 9.34 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $48k | -6% | 214.00 | 223.09 |
|
| BlackRock (BLK) | 0.0 | $48k | -24% | 50.00 | 949.52 |
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| Cdw (CDW) | 0.0 | $46k | -5% | 205.00 | 226.44 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $46k | -93% | 504.00 | 91.35 |
|
| Constellation Energy (CEG) | 0.0 | $45k | +284% | 173.00 | 260.02 |
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| EOG Resources (EOG) | 0.0 | $44k | 359.00 | 122.93 |
|
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| Devon Energy Corporation (DVN) | 0.0 | $40k | 1.0k | 39.12 |
|
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| Draftkings Com Cl A (DKNG) | 0.0 | $39k | +33% | 1.0k | 39.20 |
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| Philip Morris International (PM) | 0.0 | $39k | 320.00 | 121.28 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $38k | 259.00 | 148.43 |
|
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| Citizens Financial Services (CZFS) | 0.0 | $38k | 646.00 | 58.75 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $37k | +22% | 195.00 | 188.64 |
|
| Honeywell International (HON) | 0.0 | $36k | -2% | 176.00 | 206.93 |
|
| Nike CL B (NKE) | 0.0 | $36k | -21% | 410.00 | 88.40 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $36k | 149.00 | 240.11 |
|
|
| UMH Properties (UMH) | 0.0 | $36k | +14% | 1.8k | 19.67 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $34k | NEW | 300.00 | 113.02 |
|
| Micron Technology (MU) | 0.0 | $34k | +412% | 323.00 | 103.72 |
|
| Medpace Hldgs (MEDP) | 0.0 | $33k | NEW | 100.00 | 333.80 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $32k | +19% | 2.0k | 16.05 |
|
| Viking Therapeutics (VKTX) | 0.0 | $32k | +66% | 500.00 | 63.31 |
|
| Verizon Communications (VZ) | 0.0 | $31k | +13% | 693.00 | 44.93 |
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| Halliburton Company (HAL) | 0.0 | $31k | -65% | 1.1k | 29.05 |
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| Crown Castle Intl (CCI) | 0.0 | $30k | +2% | 250.00 | 118.65 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $29k | 119.00 | 243.06 |
|
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $29k | +5% | 4.0k | 7.10 |
|
| Sea Sponsord Ads (SE) | 0.0 | $28k | 300.00 | 94.28 |
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| Comfort Systems USA (FIX) | 0.0 | $28k | 72.00 | 390.67 |
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| Dutch Bros Cl A (BROS) | 0.0 | $28k | 873.00 | 32.03 |
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| Makemytrip Limited Mauritius SHS (MMYT) | 0.0 | $28k | -40% | 300.00 | 92.95 |
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| Intel Corporation (INTC) | 0.0 | $28k | 1.2k | 23.47 |
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| CVS Caremark Corporation (CVS) | 0.0 | $27k | -43% | 436.00 | 62.88 |
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| Myriad Genetics (MYGN) | 0.0 | $27k | 1.0k | 27.39 |
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| Wells Fargo & Company (WFC) | 0.0 | $27k | 474.00 | 56.43 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $26k | -5% | 206.00 | 128.20 |
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| Johnson & Johnson (JNJ) | 0.0 | $26k | +25% | 163.00 | 161.61 |
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| Chord Energy Corporation Com New (CHRD) | 0.0 | $26k | NEW | 202.00 | 130.23 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $26k | 45.00 | 578.76 |
|
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| Marathon Petroleum Corp (MPC) | 0.0 | $25k | 154.00 | 162.91 |
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| Bwx Technologies (BWXT) | 0.0 | $25k | NEW | 229.00 | 108.70 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.0 | $25k | NEW | 500.00 | 49.30 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $24k | -44% | 480.00 | 49.92 |
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| Cleanspark Com New (CLSK) | 0.0 | $24k | 2.6k | 9.34 |
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| Oklo Com Cl A (OKLO) | 0.0 | $24k | NEW | 2.9k | 8.09 |
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| Metropcs Communications (TMUS) | 0.0 | $23k | 110.00 | 206.36 |
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| Tractor Supply Company (TSCO) | 0.0 | $22k | 76.00 | 290.93 |
|
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| Nano Nuclear Energy (NNE) | 0.0 | $22k | NEW | 1.5k | 14.41 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $22k | -38% | 42.00 | 517.79 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $22k | -19% | 460.00 | 46.98 |
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| Oracle Corporation (ORCL) | 0.0 | $20k | 118.00 | 170.65 |
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| Hershey Company (HSY) | 0.0 | $20k | +225% | 104.00 | 191.78 |
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| Modivcare (MODV) | 0.0 | $20k | NEW | 1.4k | 14.28 |
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| Reddit Cl A (RDDT) | 0.0 | $20k | NEW | 300.00 | 65.92 |
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| Applied Materials (AMAT) | 0.0 | $19k | 95.00 | 202.15 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $19k | -94% | 414.00 | 45.88 |
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| Ge Vernova (GEV) | 0.0 | $19k | NEW | 74.00 | 254.99 |
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| Biogen Idec (BIIB) | 0.0 | $19k | -33% | 96.00 | 193.84 |
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| Centrus Energy Corp Cl A (LEU) | 0.0 | $18k | NEW | 327.00 | 54.85 |
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| GSK Sponsored Adr (GSK) | 0.0 | $18k | -37% | 438.00 | 40.88 |
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| Cava Group Ord (CAVA) | 0.0 | $18k | NEW | 144.00 | 123.85 |
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| UGI Corporation (UGI) | 0.0 | $18k | 708.00 | 25.04 |
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| Shopify Cl A (SHOP) | 0.0 | $18k | -8% | 221.00 | 80.14 |
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| Overstock (BYON) | 0.0 | $18k | +75% | 1.8k | 10.08 |
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| Enterprise Products Partners (EPD) | 0.0 | $18k | -3% | 600.00 | 29.11 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $17k | -23% | 269.00 | 64.81 |
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| ACI Worldwide (ACIW) | 0.0 | $17k | +117% | 342.00 | 50.90 |
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| Super Micro Computer (SMCI) | 0.0 | $16k | 39.00 | 416.41 |
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| Nucor Corporation (NUE) | 0.0 | $16k | 107.00 | 150.34 |
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| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $16k | 3.0k | 5.34 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $16k | +21% | 143.00 | 109.53 |
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| Yum! Brands (YUM) | 0.0 | $15k | 110.00 | 140.02 |
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| Bath & Body Works In (BBWI) | 0.0 | $15k | -25% | 476.00 | 31.92 |
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| Hldgs (UAL) | 0.0 | $15k | 263.00 | 57.06 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $15k | 150.00 | 98.80 |
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| Kinder Morgan (KMI) | 0.0 | $15k | NEW | 657.00 | 22.09 |
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| Oneok (OKE) | 0.0 | $14k | 156.00 | 91.16 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $14k | 159.00 | 85.58 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $14k | -27% | 78.00 | 174.31 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $13k | NEW | 1.2k | 11.58 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $13k | 414.00 | 32.14 |
|
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| Edwards Lifesciences (EW) | 0.0 | $13k | 201.00 | 65.99 |
|
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| Arista Networks (ANET) | 0.0 | $13k | +65% | 33.00 | 383.82 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $13k | -20% | 337.00 | 37.20 |
|
| Despegar Com Corp Ord Shs (DESP) | 0.0 | $12k | NEW | 1.0k | 12.40 |
|
| MasTec (MTZ) | 0.0 | $12k | 100.00 | 123.10 |
|
|
| Bausch Health Companies (BHC) | 0.0 | $12k | 1.5k | 8.16 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $12k | NEW | 86.00 | 140.34 |
|
| Sofi Technologies (SOFI) | 0.0 | $12k | -10% | 1.5k | 7.86 |
|
| Cme (CME) | 0.0 | $12k | 53.00 | 220.64 |
|
|
| Tecnoglass Ord Shs (TGLS) | 0.0 | $12k | 168.00 | 68.82 |
|
|
| American Express Company (AXP) | 0.0 | $12k | 42.00 | 273.24 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $11k | 280.00 | 39.66 |
|
|
| MetLife (MET) | 0.0 | $11k | 134.00 | 82.48 |
|
|
| Vistra Energy (VST) | 0.0 | $11k | NEW | 92.00 | 118.54 |
|
| Walt Disney Company (DIS) | 0.0 | $11k | -77% | 110.00 | 95.86 |
|
| Norwood Financial Corporation (NWFL) | 0.0 | $10k | 379.00 | 27.56 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $10k | 317.00 | 32.37 |
|
|
| Curtiss-Wright (CW) | 0.0 | $9.9k | NEW | 30.00 | 328.70 |
|
| Cummins (CMI) | 0.0 | $9.8k | +50% | 30.00 | 328.27 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $9.6k | +295% | 79.00 | 121.16 |
|
| Chart Industries (GTLS) | 0.0 | $9.6k | 77.00 | 124.14 |
|
|
| F.N.B. Corporation (FNB) | 0.0 | $9.3k | 658.00 | 14.11 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $9.1k | -31% | 212.00 | 42.77 |
|
| Mediwound Shs New (MDWD) | 0.0 | $9.0k | 500.00 | 18.06 |
|
|
| United Rentals (URI) | 0.0 | $8.9k | NEW | 11.00 | 809.73 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $8.9k | +269% | 480.00 | 18.48 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $8.8k | NEW | 505.00 | 17.52 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $8.6k | -99% | 213.00 | 40.44 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $8.4k | 295.00 | 28.41 |
|
|
| Deere & Company (DE) | 0.0 | $8.3k | +100% | 20.00 | 417.35 |
|
| Anthem (ELV) | 0.0 | $8.3k | 16.00 | 520.00 |
|
|
| MDU Resources (MDU) | 0.0 | $8.0k | 292.00 | 27.41 |
|
|
| Dlocal Class A Com (DLO) | 0.0 | $8.0k | 1.0k | 8.00 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $7.9k | 29.00 | 271.34 |
|
|
| Exelon Corporation (EXC) | 0.0 | $7.8k | -26% | 193.00 | 40.55 |
|
| Caterpillar (CAT) | 0.0 | $7.8k | +100% | 20.00 | 391.10 |
|
| Global Partners Com Units (GLP) | 0.0 | $7.4k | 158.00 | 46.53 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $7.3k | 70.00 | 104.24 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $7.2k | -27% | 26.00 | 276.73 |
|
| Fiserv (FI) | 0.0 | $7.2k | 40.00 | 179.65 |
|
|
| Southwestern Energy Company | 0.0 | $7.1k | 1.0k | 7.11 |
|
|
| Danaher Corporation (DHR) | 0.0 | $7.0k | 25.00 | 278.04 |
|
|
| Moderna (MRNA) | 0.0 | $6.7k | -50% | 100.00 | 66.83 |
|
| Canadian Natl Ry (CNI) | 0.0 | $6.7k | 57.00 | 117.16 |
|
|
| At&t (T) | 0.0 | $6.6k | -46% | 300.00 | 22.03 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $6.6k | +952% | 1.0k | 6.59 |
|
| Sterling Construction Company (STRL) | 0.0 | $6.5k | 45.00 | 145.02 |
|
|
| Knife River Corp Common Stock (KNF) | 0.0 | $6.5k | 73.00 | 89.38 |
|
|
| Transocean Registered Shs (RIG) | 0.0 | $6.4k | 1.5k | 4.25 |
|
|
| ConocoPhillips (COP) | 0.0 | $6.3k | 59.00 | 106.15 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $6.1k | NEW | 115.00 | 53.45 |
|
| Stoke Therapeutics (STOK) | 0.0 | $6.1k | 500.00 | 12.29 |
|
|
| Ishares Msci World Etf (URTH) | 0.0 | $6.1k | 39.00 | 156.90 |
|
|
| Corning Incorporated (GLW) | 0.0 | $6.1k | -61% | 135.00 | 45.10 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $6.0k | 57.00 | 106.12 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $5.8k | 22.00 | 262.09 |
|
|
| Cisco Systems (CSCO) | 0.0 | $5.7k | -73% | 108.00 | 53.22 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $5.6k | 87.00 | 64.62 |
|
|
| Biote Corp Class A Com (BTMD) | 0.0 | $5.6k | NEW | 1.0k | 5.58 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $5.5k | -50% | 10.00 | 545.70 |
|
| Medtronic SHS (MDT) | 0.0 | $5.4k | 60.00 | 90.03 |
|
|
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.0 | $5.4k | 325.00 | 16.60 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $5.3k | -31% | 57.00 | 93.84 |
|
| T. Rowe Price (TROW) | 0.0 | $5.2k | NEW | 48.00 | 108.94 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $5.2k | -59% | 45.00 | 115.31 |
|
| Qualcomm (QCOM) | 0.0 | $5.2k | -73% | 30.00 | 172.77 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $5.0k | 28.00 | 179.43 |
|
|
| Denison Mines Corp (DNN) | 0.0 | $4.9k | NEW | 2.7k | 1.83 |
|
| Leidos Holdings (LDOS) | 0.0 | $4.9k | NEW | 30.00 | 163.00 |
|
| U.S. Lime & Minerals (USLM) | 0.0 | $4.9k | NEW | 50.00 | 97.66 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $4.9k | -83% | 244.00 | 19.89 |
|
| Columbia Seligm Prem Tech Gr (STK) | 0.0 | $4.8k | 144.00 | 33.49 |
|
|
| Symbotic Class A Com (SYM) | 0.0 | $4.8k | NEW | 195.00 | 24.39 |
|
| Exchange Traded Concepts Tru Robo Glb Artif (THNQ) | 0.0 | $4.6k | 100.00 | 46.26 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $4.6k | 102.00 | 45.03 |
|
|
| American Electric Power Company (AEP) | 0.0 | $4.5k | NEW | 44.00 | 102.59 |
|
| Public Service Enterprise (PEG) | 0.0 | $4.5k | NEW | 50.00 | 89.22 |
|
| Lightbridge Corporation (LTBR) | 0.0 | $4.3k | NEW | 1.5k | 2.80 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $4.3k | 29.00 | 148.00 |
|
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $4.1k | +100% | 200.00 | 20.51 |
|
| Uranium Royalty Corp (UROY) | 0.0 | $4.1k | NEW | 1.7k | 2.45 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $4.1k | 23.00 | 177.35 |
|
|
| Argan (AGX) | 0.0 | $4.1k | NEW | 40.00 | 101.42 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $4.0k | NEW | 9.00 | 449.67 |
|
| Wabtec Corporation (WAB) | 0.0 | $4.0k | +1000% | 22.00 | 181.77 |
|
| Tri-Continental Corporation (TY) | 0.0 | $4.0k | +2% | 121.00 | 33.02 |
|
| Q2 Holdings (QTWO) | 0.0 | $4.0k | 50.00 | 79.78 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $4.0k | 40.00 | 99.50 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $3.9k | NEW | 15.00 | 257.67 |
|
| CF Industries Holdings (CF) | 0.0 | $3.9k | 45.00 | 85.80 |
|
|
| Energy Fuels Com New (UUUU) | 0.0 | $3.8k | NEW | 696.00 | 5.49 |
|
| York Water Company (YORW) | 0.0 | $3.7k | 100.00 | 37.46 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $3.7k | 100.00 | 37.19 |
|
|
| Agnico (AEM) | 0.0 | $3.6k | NEW | 45.00 | 80.56 |
|
| Editas Medicine (EDIT) | 0.0 | $3.6k | 1.1k | 3.41 |
|
|
| L3harris Technologies (LHX) | 0.0 | $3.6k | NEW | 15.00 | 237.87 |
|
| Dell Technologies CL C (DELL) | 0.0 | $3.6k | NEW | 30.00 | 118.53 |
|
| Williams Companies (WMB) | 0.0 | $3.5k | 77.00 | 45.65 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $3.5k | 45.00 | 77.91 |
|
|
| Dupont De Nemours (DD) | 0.0 | $3.4k | -65% | 38.00 | 89.11 |
|
| Visa Com Cl A (V) | 0.0 | $3.3k | NEW | 12.00 | 274.92 |
|
| Brookfield Business Partners Unit Ltd L P (BBU) | 0.0 | $3.2k | +33% | 137.00 | 23.30 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $3.2k | 60.00 | 52.97 |
|
|
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $3.1k | 42.00 | 73.48 |
|
|
| Altimmune Com New (ALT) | 0.0 | $3.1k | 500.00 | 6.14 |
|
|
| AeroVironment (AVAV) | 0.0 | $3.0k | -25% | 15.00 | 200.53 |
|
| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $2.9k | -61% | 63.00 | 46.13 |
|
| Grayscale Ethereum Tr Eth SHS (ETHE) | 0.0 | $2.9k | NEW | 132.00 | 21.89 |
|
| Uranium Energy (UEC) | 0.0 | $2.8k | NEW | 457.00 | 6.21 |
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $2.8k | NEW | 100.00 | 28.18 |
|
| Autodesk (ADSK) | 0.0 | $2.8k | NEW | 10.00 | 275.50 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $2.7k | NEW | 83.00 | 33.01 |
|
| Samsara Com Cl A (IOT) | 0.0 | $2.6k | 55.00 | 48.13 |
|
|
| Entergy Corporation (ETR) | 0.0 | $2.6k | NEW | 20.00 | 131.60 |
|
| Uipath Cl A (PATH) | 0.0 | $2.5k | +23% | 197.00 | 12.80 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $2.4k | -28% | 250.00 | 9.76 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $2.4k | 51.00 | 47.04 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $2.4k | 40.00 | 59.75 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $2.4k | +5% | 21.00 | 113.19 |
|
| Encana Corporation (OVV) | 0.0 | $2.3k | 61.00 | 38.49 |
|
|
| Corteva (CTVA) | 0.0 | $2.2k | -55% | 38.00 | 58.79 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $2.2k | NEW | 115.00 | 19.13 |
|
| Hanesbrands (HBI) | 0.0 | $2.2k | 299.00 | 7.36 |
|
|
| Cognex Corporation (CGNX) | 0.0 | $2.2k | 54.00 | 40.50 |
|
|
| KB Home (KBH) | 0.0 | $2.1k | 25.00 | 85.96 |
|
|
| Dow (DOW) | 0.0 | $2.1k | 39.00 | 54.64 |
|
|
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $2.1k | 48.00 | 44.19 |
|
|
| Dollar General (DG) | 0.0 | $2.1k | 25.00 | 84.80 |
|
|
| CECO Environmental (CECO) | 0.0 | $2.1k | 74.00 | 28.20 |
|
|
| Redwire Corporation (RDW) | 0.0 | $2.1k | 300.00 | 6.87 |
|
|
| Phillips 66 (PSX) | 0.0 | $2.0k | 16.00 | 127.69 |
|
|
| Enbridge (ENB) | 0.0 | $2.0k | NEW | 50.00 | 40.62 |
|
| Textron (TXT) | 0.0 | $1.8k | 20.00 | 88.60 |
|
|
| Nextera Energy (NEE) | 0.0 | $1.7k | -81% | 20.00 | 84.55 |
|
| Nano X Imaging Ord Shs (NNOX) | 0.0 | $1.5k | 250.00 | 6.08 |
|
|
| Ur-energy (URG) | 0.0 | $1.5k | NEW | 1.3k | 1.19 |
|
| FedEx Corporation (FDX) | 0.0 | $1.5k | +20% | 6.00 | 251.33 |
|
| Nexgen Energy (NXE) | 0.0 | $1.5k | NEW | 230.00 | 6.53 |
|
| Bny Mellon High Yield Strate Sh Ben Int (DHF) | 0.0 | $1.5k | 552.00 | 2.69 |
|
|
| Ford Motor Company (F) | 0.0 | $1.5k | 140.00 | 10.56 |
|
|
| D R S Technologies (DRS) | 0.0 | $1.5k | 52.00 | 28.21 |
|
|
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $1.4k | NEW | 200.00 | 7.17 |
|
| Global X Fds Gbl X Hydrogen (HYDR) | 0.0 | $1.3k | NEW | 50.00 | 25.56 |
|
| Nuscale Pwr Corp *w Exp 05/02/202 (SMR.WS) | 0.0 | $1.3k | NEW | 400.00 | 3.18 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $1.2k | -3% | 50.00 | 23.30 |
|
| Dominion Resources (D) | 0.0 | $1.2k | NEW | 20.00 | 57.80 |
|
| Photronics (PLAB) | 0.0 | $1.1k | NEW | 45.00 | 24.76 |
|
| Coupang Cl A (CPNG) | 0.0 | $1.1k | NEW | 45.00 | 24.56 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $1.1k | NEW | 10.00 | 109.70 |
|
| PPL Corporation (PPL) | 0.0 | $1.1k | NEW | 33.00 | 33.09 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $1.1k | NEW | 78.00 | 13.65 |
|
| Harte-hanks (HHS) | 0.0 | $1.1k | 143.00 | 7.44 |
|
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $972.998400 | 68.00 | 14.31 |
|
|
| Amtech Sys Com Par $0.01n (ASYS) | 0.0 | $928.000000 | NEW | 160.00 | 5.80 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $879.999300 | NEW | 43.00 | 20.47 |
|
| Shift4 Pmts Cl A (FOUR) | 0.0 | $619.999800 | NEW | 7.00 | 88.57 |
|
| American Intl Group Com New (AIG) | 0.0 | $586.000000 | 8.00 | 73.25 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $540.000000 | 12.00 | 45.00 |
|
|
| Goodyear Tire & Rubber Company (GT) | 0.0 | $443.000000 | NEW | 50.00 | 8.86 |
|
| Grayscale Ethereum Mini Tr E Com Unit | 0.0 | $322.000800 | NEW | 132.00 | 2.44 |
|
| Vertex Energy (VTNR) | 0.0 | $277.998600 | 2.4k | 0.12 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $273.000000 | 3.00 | 91.00 |
|
|
| Draganfly | 0.0 | $255.000000 | NEW | 100.00 | 2.55 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $198.000000 | 24.00 | 8.25 |
|
|
| Viatris (VTRS) | 0.0 | $174.000000 | 15.00 | 11.60 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $115.000000 | NEW | 5.00 | 23.00 |
|
| Cardiol Therapeutics Com Cl A (CRDL) | 0.0 | $99.000000 | NEW | 50.00 | 1.98 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $95.000000 | -99% | 1.00 | 95.00 |
|
| Columbia Banking System (COLB) | 0.0 | $52.000000 | NEW | 2.00 | 26.00 |
|
| Under Armour CL C (UA) | 0.0 | $33.000000 | 4.00 | 8.25 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $20.000000 | -99% | 1.00 | 20.00 |
|
| Under Armour Cl A (UAA) | 0.0 | $18.000000 | 2.00 | 9.00 |
|
|
| Oblong | 0.0 | $4.000000 | NEW | 1.00 | 4.00 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $0 | 0 | 0.00 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $0 | 0 | 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 2024 Q3 filed Nov. 13, 2024
- Stone House Investment Management 2024 Q1 filed May 15, 2024
- 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