Stone House Investment Management
Latest statistics and disclosures from Stone House Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, IUSB, IVV, IVE, DYNF, and represent 36.17% of Stone House Investment Management's stock portfolio.
- Added to shares of these 10 stocks: SPLG (+$64M), FBND (+$26M), IVE (+$13M), FENI (+$12M), IEMG (+$6.7M), MTUM (+$5.1M), IXUS, DYNF, IVV, OEF.
- Started 230 new stock positions in SA, SPYG, DLN, XP, FENI, BIL, AAON, ACMR, AHR, CDE.
- Reduced shares in these 10 stocks: SPY (-$60M), QUAL (-$13M), IWV (-$5.9M), EFV, IUSB, EFA, EFG, PG, STIP, SPMO.
- Sold out of its positions in ATEN, AVAV, ABNB, ALK, USAS, AR, AUR, ADSK, ACLS, AXON.
- Stone House Investment Management was a net buyer of stock by $43M.
- Stone House Investment Management has $644M in assets under management (AUM), dropping by 8.53%.
- Central Index Key (CIK): 0001696497
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Portfolio Holdings for Stone House Investment Management
Stone House Investment Management holds 850 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Stone House Investment Management has 850 total positions. Only the first 250 positions are shown.
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- Download the Stone House Investment Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPLG) | 9.9 | $64M | NEW | 798k | 80.22 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 6.8 | $44M | -5% | 943k | 46.54 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.7 | $43M | 63k | 684.94 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 6.6 | $42M | +43% | 199k | 212.07 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 6.2 | $40M | +3% | 658k | 60.81 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.7 | $37M | +227% | 801k | 46.04 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 5.4 | $35M | 282k | 123.26 |
|
|
| Ishares Core Msci Emkt (IEMG) | 5.1 | $33M | +25% | 484k | 67.22 |
|
| Procter & Gamble Company (PG) | 4.9 | $31M | -4% | 219k | 143.31 |
|
| Ishares Tr S&p 100 Etf (OEF) | 4.4 | $29M | +2% | 83k | 342.97 |
|
| Ishares Tr Eafe Value Etf (EFV) | 4.3 | $28M | -14% | 390k | 71.41 |
|
| Ishares Tr Core Msci Total (IXUS) | 4.3 | $28M | +11% | 328k | 84.64 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 2.7 | $18M | +2% | 174k | 101.67 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.6 | $17M | -44% | 84k | 198.62 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 2.4 | $15M | +2% | 395k | 38.56 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.3 | $15M | +52% | 59k | 250.31 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 2.2 | $14M | 425k | 33.30 |
|
|
| Ishares Tr Mbs Etf (MBB) | 2.0 | $13M | +4% | 135k | 95.22 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 1.9 | $12M | NEW | 329k | 36.58 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.6 | $10M | -2% | 128k | 81.17 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 1.5 | $9.6M | +5% | 192k | 50.01 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.3 | $8.2M | +2% | 155k | 52.77 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.9 | $6.0M | +11% | 28k | 214.69 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $5.8M | -3% | 54k | 107.11 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $3.3M | +7% | 34k | 96.28 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.4 | $2.3M | +6% | 47k | 48.75 |
|
| Apple (AAPL) | 0.3 | $1.9M | 7.1k | 271.87 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $1.7M | -49% | 15k | 113.92 |
|
| Amazon (AMZN) | 0.2 | $1.4M | 6.1k | 230.82 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $1.3M | +3% | 7.2k | 186.49 |
|
| Citizens & Northern Corporation (CZNC) | 0.2 | $1.3M | -16% | 64k | 20.17 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.2 | $1.2M | -8% | 5.6k | 220.59 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.1M | -18% | 5.6k | 199.67 |
|
| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.2 | $986k | 20k | 48.68 |
|
|
| Microsoft Corporation (MSFT) | 0.1 | $904k | 1.9k | 483.63 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $891k | 8.9k | 99.88 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $868k | -4% | 2.8k | 312.96 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $856k | -7% | 2.7k | 313.78 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $664k | +6% | 5.5k | 121.75 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $571k | -8% | 2.0k | 290.27 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $560k | +9% | 24k | 23.03 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $556k | 8.4k | 66.00 |
|
|
| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $509k | 6.7k | 75.59 |
|
|
| Peoples Financial Services Corp (PFIS) | 0.1 | $495k | -12% | 10k | 48.71 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $494k | +18% | 5.0k | 98.51 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $493k | +13% | 4.8k | 102.55 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $471k | 2.5k | 190.99 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $463k | +6% | 7.4k | 62.47 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $409k | 2.1k | 191.57 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $392k | +7% | 1.2k | 322.35 |
|
| Advanced Micro Devices (AMD) | 0.1 | $386k | 1.8k | 214.16 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $379k | 4.0k | 94.15 |
|
|
| Chubb (CB) | 0.1 | $355k | 1.1k | 312.25 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $353k | +5% | 6.0k | 58.73 |
|
| Tesla Motors (TSLA) | 0.1 | $342k | +6% | 761.00 | 449.42 |
|
| Global X Fds Artificial Etf (AIQ) | 0.1 | $331k | +6416% | 6.5k | 50.86 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $321k | +9% | 6.9k | 46.29 |
|
| Meta Platforms Cl A (META) | 0.0 | $313k | +27% | 474.00 | 659.64 |
|
| Wal-Mart Stores (WMT) | 0.0 | $297k | +26% | 2.7k | 111.42 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $284k | -99% | 416.00 | 681.68 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $269k | 2.2k | 120.33 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $264k | +12% | 665.00 | 396.31 |
|
| Ge Aerospace Com New (GE) | 0.0 | $261k | +37% | 848.00 | 307.98 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $236k | -38% | 3.2k | 72.68 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $236k | 384.00 | 613.92 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $235k | +39% | 1.6k | 143.56 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $232k | -3% | 476.00 | 487.86 |
|
| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.0 | $229k | 3.6k | 64.38 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $224k | NEW | 2.5k | 88.08 |
|
| Community Bank System (CBU) | 0.0 | $219k | 3.8k | 57.44 |
|
|
| International Business Machines (IBM) | 0.0 | $218k | -6% | 737.00 | 296.30 |
|
| Lowe's Companies (LOW) | 0.0 | $216k | +12% | 896.00 | 241.07 |
|
| NBT Ban (NBTB) | 0.0 | $214k | 5.2k | 41.52 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $214k | +5% | 2.8k | 76.23 |
|
| TJX Companies (TJX) | 0.0 | $209k | 1.4k | 153.61 |
|
|
| UGI Corporation (UGI) | 0.0 | $208k | +639% | 5.6k | 37.43 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $206k | -18% | 4.1k | 49.65 |
|
| Home Depot (HD) | 0.0 | $204k | -13% | 592.00 | 343.91 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $197k | +16% | 4.1k | 48.32 |
|
| Direxion Shs Etf Tr Dly Midcap Etf3x (MIDU) | 0.0 | $195k | +10% | 3.8k | 50.75 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $186k | 829.00 | 224.67 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $182k | 211.00 | 862.75 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $178k | +9% | 2.6k | 69.41 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $178k | 2.5k | 71.76 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $170k | -34% | 2.0k | 85.77 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $170k | +30% | 1.1k | 154.83 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $167k | +7% | 2.2k | 74.07 |
|
| Spdr Series Trust State Street Spd (SPTI) | 0.0 | $166k | +7% | 5.8k | 28.84 |
|
| Cambria Etf Tr Global Value Etf (GVAL) | 0.0 | $165k | -40% | 5.3k | 31.47 |
|
| McDonald's Corporation (MCD) | 0.0 | $163k | 534.00 | 305.56 |
|
|
| Chevron Corporation (CVX) | 0.0 | $162k | +6% | 1.1k | 152.48 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $159k | +135% | 1.4k | 110.33 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $154k | +3% | 865.00 | 177.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $154k | 245.00 | 627.13 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $146k | -97% | 377.00 | 387.06 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $145k | +14% | 2.5k | 57.24 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $145k | 1.6k | 90.00 |
|
|
| Pepsi (PEP) | 0.0 | $141k | +77% | 985.00 | 143.55 |
|
| General Dynamics Corporation (GD) | 0.0 | $137k | 407.00 | 336.82 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $135k | 237.00 | 570.88 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $132k | 426.00 | 310.24 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $132k | 281.00 | 468.76 |
|
|
| Merck & Co (MRK) | 0.0 | $130k | +6% | 1.2k | 105.26 |
|
| UnitedHealth (UNH) | 0.0 | $129k | +8% | 391.00 | 330.02 |
|
| Ge Vernova (GEV) | 0.0 | $128k | +148% | 196.00 | 653.57 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $127k | 5.7k | 22.07 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $124k | +78% | 247.00 | 502.65 |
|
| Boeing Company (BA) | 0.0 | $123k | -15% | 565.00 | 217.12 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $121k | 1.6k | 75.05 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $119k | -86% | 1.2k | 102.36 |
|
| Norfolk Southern (NSC) | 0.0 | $113k | 393.00 | 288.37 |
|
|
| Abbvie (ABBV) | 0.0 | $112k | 491.00 | 228.63 |
|
|
| Centrus Energy Corp Cl A (LEU) | 0.0 | $111k | 458.00 | 242.76 |
|
|
| Coca-Cola Company (KO) | 0.0 | $109k | +4% | 1.6k | 69.93 |
|
| Palo Alto Networks (PANW) | 0.0 | $108k | +2% | 585.00 | 184.20 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $103k | 3.1k | 33.08 |
|
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| FirstEnergy (FE) | 0.0 | $100k | 2.2k | 44.76 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $98k | -2% | 1.1k | 89.46 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $97k | -2% | 1.6k | 62.13 |
|
| Southern Company (SO) | 0.0 | $97k | 1.1k | 87.20 |
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|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $95k | -3% | 793.00 | 120.15 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $90k | +375% | 1.4k | 64.42 |
|
| Goldman Sachs (GS) | 0.0 | $90k | +10100% | 102.00 | 879.00 |
|
| Comfort Systems USA (FIX) | 0.0 | $90k | 96.00 | 933.86 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $87k | -16% | 81.00 | 1075.15 |
|
| Marvell Technology (MRVL) | 0.0 | $84k | -2% | 990.00 | 84.95 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $82k | +100% | 1.9k | 42.68 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $81k | +6% | 328.00 | 246.46 |
|
| Amgen (AMGN) | 0.0 | $80k | +4% | 244.00 | 327.68 |
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| Abbott Laboratories (ABT) | 0.0 | $80k | 638.00 | 125.29 |
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|
| Philip Morris International (PM) | 0.0 | $78k | -12% | 489.00 | 160.30 |
|
| W.W. Grainger (GWW) | 0.0 | $76k | 75.00 | 1009.53 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $75k | 763.00 | 97.80 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $73k | +324% | 688.00 | 106.70 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $73k | +4% | 663.00 | 110.23 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $71k | -49% | 1.7k | 41.35 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.0 | $71k | NEW | 1.6k | 43.92 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $71k | -89% | 596.00 | 119.32 |
|
| salesforce (CRM) | 0.0 | $70k | -2% | 265.00 | 264.63 |
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| Analog Devices (ADI) | 0.0 | $69k | 255.00 | 271.20 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $69k | NEW | 2.5k | 27.43 |
|
| Constellation Energy (CEG) | 0.0 | $67k | 190.00 | 353.27 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $67k | 412.00 | 162.79 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $67k | +850% | 209.00 | 318.51 |
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| M&T Bank Corporation (MTB) | 0.0 | $66k | 329.00 | 201.48 |
|
|
| AmerisourceBergen (COR) | 0.0 | $65k | 191.00 | 337.98 |
|
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| MercadoLibre (MELI) | 0.0 | $62k | +106% | 31.00 | 2014.26 |
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| Yum! Brands (YUM) | 0.0 | $62k | +151% | 408.00 | 151.24 |
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| Lightbridge Corporation (LTBR) | 0.0 | $62k | 4.9k | 12.64 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $61k | NEW | 1.9k | 32.62 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $61k | -97% | 635.00 | 96.04 |
|
| Tractor Supply Company (TSCO) | 0.0 | $60k | +214% | 1.2k | 50.01 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $60k | +32% | 2.2k | 26.89 |
|
| Ssga Active Tr State Street Us (XLSR) | 0.0 | $59k | 951.00 | 62.29 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $59k | +61% | 363.00 | 162.63 |
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| Intercontinental Exchange (ICE) | 0.0 | $58k | 357.00 | 161.96 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $58k | +66% | 250.00 | 229.87 |
|
| Cigna Corp (CI) | 0.0 | $57k | +3% | 207.00 | 275.23 |
|
| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.0 | $56k | -82% | 1.5k | 36.39 |
|
| Enovix Corp (ENVX) | 0.0 | $55k | -5% | 7.5k | 7.31 |
|
| Hecla Mining Company (HL) | 0.0 | $54k | +449% | 2.8k | 19.19 |
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $54k | 3.9k | 13.91 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $54k | 310.00 | 172.84 |
|
|
| Blackrock (BLK) | 0.0 | $54k | +11% | 50.00 | 1070.34 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $53k | 873.00 | 61.22 |
|
|
| D-wave Quantum (QBTS) | 0.0 | $53k | +238% | 2.0k | 26.15 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $51k | 3.6k | 14.17 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $51k | -2% | 330.00 | 154.14 |
|
| Makemytrip Limited Mauritius SHS (MMYT) | 0.0 | $49k | +50% | 600.00 | 82.12 |
|
| Ishares Tr Intl Dev Re Etf (IFGL) | 0.0 | $49k | 2.1k | 23.09 |
|
|
| Prudential Financial (PRU) | 0.0 | $48k | 428.00 | 112.89 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $48k | +16% | 1.1k | 44.41 |
|
| Americas Gold And Silver Cor Com New | 0.0 | $47k | +360% | 9.3k | 5.11 |
|
| Wells Fargo & Company (WFC) | 0.0 | $47k | 503.00 | 93.23 |
|
|
| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $47k | +17% | 956.00 | 48.78 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $46k | NEW | 276.00 | 167.94 |
|
| J P Morgan Exchange Traded F High Yield Muni (JMHI) | 0.0 | $45k | NEW | 893.00 | 50.25 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $44k | +2% | 396.00 | 109.84 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $43k | NEW | 483.00 | 89.43 |
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $42k | 3.4k | 12.49 |
|
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| Chipotle Mexican Grill (CMG) | 0.0 | $41k | 1.1k | 37.00 |
|
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| Broadcom (AVGO) | 0.0 | $41k | -15% | 119.00 | 346.10 |
|
| Johnson & Johnson (JNJ) | 0.0 | $41k | +58% | 197.00 | 206.95 |
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| American Tower Reit (AMT) | 0.0 | $41k | 231.00 | 175.75 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $40k | 1.1k | 37.75 |
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| TETRA Technologies (TTI) | 0.0 | $39k | NEW | 4.2k | 9.37 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $39k | 831.00 | 46.84 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $39k | 116.00 | 335.27 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $38k | 1.0k | 36.63 |
|
|
| Sea Sponsord Ads (SE) | 0.0 | $38k | 300.00 | 127.57 |
|
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| Verizon Communications (VZ) | 0.0 | $38k | +16% | 939.00 | 40.72 |
|
| Fidelity Solana Beneficial Int | 0.0 | $38k | NEW | 2.6k | 14.59 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $37k | -11% | 695.00 | 53.83 |
|
| Standard Lithium Corp equities (SLI) | 0.0 | $37k | +734% | 8.3k | 4.47 |
|
| Simplify Exchange Traded Fun Health Care Etf (PINK) | 0.0 | $37k | NEW | 1.0k | 36.60 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $37k | 227.00 | 160.97 |
|
|
| Nano Nuclear Energy (NNE) | 0.0 | $36k | 1.5k | 24.01 |
|
|
| Hldgs (UAL) | 0.0 | $36k | 324.00 | 111.82 |
|
|
| Insmed Com Par $.01 (INSM) | 0.0 | $35k | 202.00 | 174.04 |
|
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| Marsh & McLennan Companies (MMC) | 0.0 | $35k | -5% | 190.00 | 185.03 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $35k | +2% | 77.00 | 453.36 |
|
| Honeywell International (HON) | 0.0 | $34k | 176.00 | 195.09 |
|
|
| Masco Corporation (MAS) | 0.0 | $34k | -8% | 539.00 | 63.43 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $34k | +1066% | 385.00 | 87.05 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $33k | -6% | 413.00 | 79.36 |
|
| Cameco Corporation (CCJ) | 0.0 | $33k | 357.00 | 91.49 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $33k | 118.00 | 275.39 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $32k | 160.00 | 197.15 |
|
|
| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $31k | +58% | 535.00 | 57.91 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $31k | NEW | 780.00 | 39.45 |
|
| Oruka Therapeutics (ORKA) | 0.0 | $30k | 1.0k | 30.31 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $30k | +106% | 629.00 | 47.78 |
|
| Tg Therapeutics (TGTX) | 0.0 | $30k | 1.0k | 29.81 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $30k | +8% | 206.00 | 143.47 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $30k | 153.00 | 192.82 |
|
|
| EOG Resources (EOG) | 0.0 | $29k | 280.00 | 104.82 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $29k | +41% | 95.00 | 304.57 |
|
| UMH Properties (UMH) | 0.0 | $29k | 1.8k | 15.91 |
|
|
| Citizens Financial Services (CZFS) | 0.0 | $28k | -23% | 496.00 | 57.01 |
|
| Viking Therapeutics (VKTX) | 0.0 | $28k | 800.00 | 35.18 |
|
|
| ConocoPhillips (COP) | 0.0 | $28k | -12% | 298.00 | 93.77 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $27k | NEW | 527.00 | 51.77 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $27k | 56.00 | 479.82 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $27k | 267.00 | 99.91 |
|
|
| Phillips 66 (PSX) | 0.0 | $27k | 207.00 | 128.75 |
|
|
| Kinder Morgan (KMI) | 0.0 | $26k | +4% | 955.00 | 27.49 |
|
| AVINO SILVER & GOLD Mines Lt (ASM) | 0.0 | $26k | +1137% | 4.2k | 6.21 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $26k | NEW | 178.00 | 143.97 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $26k | NEW | 272.00 | 94.19 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $25k | 660.00 | 38.36 |
|
|
| Burlington Stores (BURL) | 0.0 | $25k | NEW | 87.00 | 288.85 |
|
| Cisco Systems (CSCO) | 0.0 | $25k | +17% | 322.00 | 77.03 |
|
| MasTec (MTZ) | 0.0 | $25k | +2% | 113.00 | 217.37 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $24k | 446.00 | 54.71 |
|
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $24k | NEW | 100.00 | 241.24 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $24k | +90% | 553.00 | 43.55 |
|
| Crown Castle Intl (CCI) | 0.0 | $24k | 267.00 | 88.89 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $24k | -9% | 1.0k | 23.59 |
|
| Uranium Energy (UEC) | 0.0 | $23k | +99% | 2.0k | 11.68 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $23k | 1.5k | 15.59 |
|
|
| SLB Com Stk (SLB) | 0.0 | $23k | -14% | 593.00 | 38.38 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $23k | NEW | 479.00 | 47.08 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $23k | -8% | 479.00 | 46.90 |
|
| Metropcs Communications (TMUS) | 0.0 | $22k | -2% | 110.00 | 203.04 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $22k | +2612% | 217.00 | 99.85 |
|
| Cummins (CMI) | 0.0 | $22k | +31% | 42.00 | 515.50 |
|
| Cme (CME) | 0.0 | $22k | +43% | 79.00 | 273.08 |
|
| Caterpillar (CAT) | 0.0 | $21k | +2% | 37.00 | 572.86 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $21k | 550.00 | 38.05 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $21k | +7% | 646.00 | 32.06 |
|
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 2025 Q4 filed Jan. 21, 2026
- Stone House Investment Management 2025 Q3 filed Oct. 27, 2025
- Stone House Investment Management 2025 Q2 filed Aug. 6, 2025
- Stone House Investment Management 2025 Q1 filed May 13, 2025
- Stone House Investment Management 2024 Q4 filed Feb. 13, 2025
- 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