Stone House Investment Management
Latest statistics and disclosures from Stone House Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IUSB, IVV, DYNF, PG, and represent 37.04% of Stone House Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BAI (+$14M), OEF (+$13M), ITA (+$5.3M), DYNF (+$5.1M), TLH, IVV, IAU, IEMG, PG, IVE.
- Started 252 new stock positions in TD, SMCI, WELL, JEPI, EQIX, TROW, PTEN, HOLX, ASTS, SPGI.
- Reduced shares in these 10 stocks: IYW (-$14M), EFG (-$11M), QUAL (-$6.1M), IUSB (-$5.5M), EFV, IVW, MUB, EMXC, CZNC, HEFA.
- Sold out of its positions in ADIL, AEVA, A, ATI, ALSN, AZO, BBWI, BIIB, CLSK, EQT.
- Stone House Investment Management was a net buyer of stock by $18M.
- Stone House Investment Management has $594M in assets under management (AUM), dropping by 9.11%.
- Central Index Key (CIK): 0001696497
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Portfolio Holdings for Stone House Investment Management
Stone House Investment Management holds 723 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Stone House Investment Management has 723 total positions. Only the first 250 positions are shown.
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- Download the Stone House Investment Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.9 | $59M | 89k | 666.18 |
|
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| Ishares Tr Core Total Usd (IUSB) | 7.8 | $47M | -10% | 997k | 46.71 |
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| Ishares Tr Core S&p500 Etf (IVV) | 7.0 | $41M | +9% | 62k | 669.30 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 6.4 | $38M | +15% | 639k | 59.20 |
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| Procter & Gamble Company (PG) | 5.9 | $35M | +7% | 230k | 153.65 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 5.7 | $34M | -4% | 280k | 120.72 |
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| Ishares Tr Eafe Value Etf (EFV) | 5.2 | $31M | -11% | 455k | 67.83 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.0 | $30M | -17% | 152k | 194.50 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 4.8 | $29M | +7% | 138k | 206.51 |
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| Ishares Tr S&p 100 Etf (OEF) | 4.6 | $27M | +87% | 82k | 332.84 |
|
| Ishares Core Msci Emkt (IEMG) | 4.3 | $25M | +12% | 385k | 65.92 |
|
| Ishares Tr Core Msci Total (IXUS) | 4.1 | $24M | +2% | 293k | 82.58 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 2.9 | $18M | +37% | 170k | 102.99 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 2.5 | $15M | +3% | 387k | 37.86 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 2.4 | $14M | NEW | 420k | 34.16 |
|
| Ishares Tr Mbs Etf (MBB) | 2.1 | $12M | +6% | 129k | 95.15 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.9 | $11M | +2% | 245k | 46.24 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 1.7 | $9.9M | +3% | 39k | 256.45 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.6 | $9.6M | +46% | 132k | 72.77 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 1.6 | $9.4M | +4% | 183k | 51.23 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.4 | $8.0M | +6% | 151k | 53.24 |
|
| Ishares Tr National Mun Etf (MUB) | 1.0 | $5.9M | -9% | 56k | 106.49 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.0 | $5.9M | 16k | 378.93 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.9 | $5.3M | NEW | 25k | 209.26 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $3.4M | -75% | 30k | 113.88 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $3.0M | +14% | 32k | 95.19 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $2.4M | 26k | 93.37 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.4 | $2.2M | +3% | 44k | 48.84 |
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| Apple (AAPL) | 0.3 | $1.8M | 7.0k | 254.64 |
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| Citizens & Northern Corporation (CZNC) | 0.3 | $1.5M | -22% | 77k | 19.81 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.3M | -91% | 6.9k | 195.86 |
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| Amazon (AMZN) | 0.2 | $1.3M | 6.1k | 219.57 |
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| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.2 | $1.3M | 6.1k | 211.90 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.3M | +5% | 6.9k | 186.58 |
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| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.2 | $1.0M | +34% | 20k | 49.19 |
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| Microsoft Corporation (MSFT) | 0.2 | $958k | 1.8k | 517.97 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $887k | -4% | 8.8k | 100.25 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $877k | +9% | 8.5k | 103.36 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $715k | 2.9k | 243.59 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $708k | 2.9k | 243.10 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $678k | +9% | 5.6k | 121.06 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $633k | 2.2k | 293.75 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $619k | 5.1k | 120.50 |
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| Peoples Financial Services Corp (PFIS) | 0.1 | $568k | 12k | 48.61 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $550k | -7% | 8.4k | 65.26 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $512k | +6% | 22k | 23.12 |
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| Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.1 | $503k | 6.7k | 74.72 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $459k | +10% | 2.5k | 186.49 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $425k | +6% | 4.2k | 100.05 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $425k | 4.2k | 99.94 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $416k | +8% | 6.9k | 59.92 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $404k | 2.1k | 189.69 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $378k | 4.0k | 95.13 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $359k | -58% | 5.3k | 67.52 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $357k | +8% | 1.1k | 315.47 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $334k | +91% | 5.7k | 58.85 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $333k | +20% | 5.1k | 65.00 |
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| Chubb (CB) | 0.1 | $320k | 1.1k | 282.24 |
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| Tesla Motors (TSLA) | 0.1 | $316k | +10% | 712.00 | 444.41 |
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| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.1 | $309k | 8.5k | 36.15 |
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| Advanced Micro Devices (AMD) | 0.0 | $296k | -2% | 1.8k | 161.79 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $294k | 6.3k | 46.41 |
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| Oklo Com Cl A (OKLO) | 0.0 | $277k | -14% | 2.5k | 111.63 |
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| Home Depot (HD) | 0.0 | $276k | 681.00 | 405.48 |
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| Meta Platforms Cl A (META) | 0.0 | $273k | +5% | 372.00 | 733.70 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $266k | +26% | 2.7k | 99.81 |
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| Cambria Etf Tr Global Value Etf (GVAL) | 0.0 | $258k | +9% | 8.8k | 29.23 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $248k | +56% | 2.2k | 112.74 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $237k | +8% | 494.00 | 479.61 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $232k | NEW | 3.0k | 76.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $229k | 382.00 | 599.79 |
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| Community Bank System (CBU) | 0.0 | $226k | +6% | 3.8k | 58.64 |
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.0 | $225k | +9% | 3.5k | 63.43 |
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| International Business Machines (IBM) | 0.0 | $222k | +19% | 785.00 | 282.24 |
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| Wal-Mart Stores (WMT) | 0.0 | $217k | 2.1k | 103.07 |
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| NBT Ban (NBTB) | 0.0 | $216k | 5.2k | 41.76 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $210k | +555% | 590.00 | 355.47 |
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| Lowe's Companies (LOW) | 0.0 | $199k | 793.00 | 251.20 |
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| Costco Wholesale Corporation (COST) | 0.0 | $195k | 211.00 | 926.07 |
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| TJX Companies (TJX) | 0.0 | $195k | -14% | 1.4k | 144.49 |
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| Ge Aerospace Com New (GE) | 0.0 | $185k | 616.00 | 301.01 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $184k | +10% | 830.00 | 222.17 |
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| Direxion Shs Etf Tr Dly Midcap Etf3x (MIDU) | 0.0 | $177k | 3.5k | 50.69 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $173k | +2% | 3.5k | 49.46 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $165k | +8% | 1.2k | 140.95 |
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| McDonald's Corporation (MCD) | 0.0 | $162k | 533.00 | 303.87 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $159k | 2.3k | 68.09 |
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| Chevron Corporation (CVX) | 0.0 | $156k | -13% | 1.0k | 155.36 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $155k | 2.1k | 74.37 |
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| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.0 | $155k | 5.3k | 28.90 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $153k | +14% | 838.00 | 182.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $150k | 245.00 | 612.38 |
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| Boeing Company (BA) | 0.0 | $145k | 672.00 | 215.83 |
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| Centrus Energy Corp Cl A (LEU) | 0.0 | $142k | 458.00 | 310.07 |
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| General Dynamics Corporation (GD) | 0.0 | $139k | 407.00 | 341.16 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $136k | +19% | 278.00 | 490.38 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $136k | -66% | 3.4k | 39.61 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $136k | +10% | 1.6k | 84.68 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $135k | 237.00 | 568.81 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $130k | 3.6k | 36.00 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $127k | 5.7k | 22.15 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $126k | NEW | 2.2k | 57.10 |
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| UnitedHealth (UNH) | 0.0 | $124k | -41% | 359.00 | 344.89 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $118k | 1.6k | 73.29 |
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| Norfolk Southern (NSC) | 0.0 | $118k | 392.00 | 300.04 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $117k | 843.00 | 139.12 |
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| Palo Alto Networks (PANW) | 0.0 | $117k | 572.00 | 203.62 |
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| Abbvie (ABBV) | 0.0 | $113k | 488.00 | 231.68 |
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| Marriott Intl Cl A (MAR) | 0.0 | $111k | 425.00 | 260.44 |
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| Southern Company (SO) | 0.0 | $105k | 1.1k | 94.77 |
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| Lightbridge Corporation (LTBR) | 0.0 | $103k | +2% | 4.9k | 21.21 |
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| FirstEnergy (FE) | 0.0 | $101k | 2.2k | 45.82 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $100k | +8% | 3.1k | 32.07 |
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| Coca-Cola Company (KO) | 0.0 | $99k | -2% | 1.5k | 66.30 |
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| Merck & Co (MRK) | 0.0 | $98k | 1.2k | 83.93 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $98k | -2% | 1.1k | 87.31 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $98k | 821.00 | 118.77 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $95k | 1.6k | 59.20 |
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| Philip Morris International (PM) | 0.0 | $91k | +12% | 560.00 | 162.11 |
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| Abbott Laboratories (ABT) | 0.0 | $86k | 642.00 | 133.94 |
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| Marvell Technology (MRVL) | 0.0 | $85k | -38% | 1.0k | 84.03 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $84k | 963.00 | 87.20 |
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| Smucker J M Com New (SJM) | 0.0 | $82k | 756.00 | 108.58 |
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| Comfort Systems USA (FIX) | 0.0 | $79k | 96.00 | 825.69 |
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| Enovix Corp (ENVX) | 0.0 | $79k | +56% | 7.9k | 9.97 |
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| Pepsi (PEP) | 0.0 | $78k | 556.00 | 140.50 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $74k | 307.00 | 242.24 |
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| Eli Lilly & Co. (LLY) | 0.0 | $74k | 97.00 | 763.29 |
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| W.W. Grainger (GWW) | 0.0 | $72k | 75.00 | 953.41 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $70k | +3% | 636.00 | 110.50 |
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| Valero Energy Corporation (VLO) | 0.0 | $70k | 410.00 | 170.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $69k | +2% | 138.00 | 502.74 |
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| Expand Energy Corporation *w Exp 02/09/202 (EXEEL) | 0.0 | $67k | 696.00 | 96.71 |
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| Amgen (AMGN) | 0.0 | $66k | 233.00 | 282.58 |
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| M&T Bank Corporation (MTB) | 0.0 | $65k | -12% | 329.00 | 197.62 |
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| Chesapeake Energy Corp (EXE) | 0.0 | $65k | -2% | 611.00 | 106.20 |
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| salesforce (CRM) | 0.0 | $65k | -4% | 273.00 | 236.57 |
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| Analog Devices (ADI) | 0.0 | $63k | 256.00 | 245.70 |
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| Constellation Energy (CEG) | 0.0 | $62k | 189.00 | 329.07 |
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| Intercontinental Exchange (ICE) | 0.0 | $61k | 359.00 | 168.48 |
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| AmerisourceBergen (COR) | 0.0 | $60k | 191.00 | 312.75 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.0 | $60k | 1.5k | 41.15 |
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| Nano Nuclear Energy (NNE) | 0.0 | $59k | 1.5k | 38.56 |
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| Cigna Corp (CI) | 0.0 | $58k | -3% | 200.00 | 288.25 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $58k | 337.00 | 170.85 |
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| Bwx Technologies (BWXT) | 0.0 | $57k | 310.00 | 184.37 |
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| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.0 | $57k | NEW | 959.00 | 59.58 |
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| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $55k | NEW | 3.9k | 14.25 |
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| Sea Sponsord Ads (SE) | 0.0 | $54k | 300.00 | 178.73 |
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| Blackrock (BLK) | 0.0 | $53k | +2% | 45.00 | 1165.87 |
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| Fidelity Ethereum SHS (FETH) | 0.0 | $51k | NEW | 1.2k | 41.55 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $49k | -9% | 782.00 | 62.47 |
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| Ishares Tr Intl Dev Re Etf (IFGL) | 0.0 | $49k | 2.1k | 23.02 |
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| Ge Vernova (GEV) | 0.0 | $49k | +6% | 79.00 | 614.90 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $46k | 1.7k | 27.80 |
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| Broadcom (AVGO) | 0.0 | $46k | +600% | 140.00 | 329.91 |
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| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.0 | $46k | 2.0k | 23.22 |
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| Dutch Bros Cl A (BROS) | 0.0 | $46k | 873.00 | 52.34 |
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| American Tower Reit (AMT) | 0.0 | $45k | -8% | 233.00 | 192.03 |
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| Prudential Financial (PRU) | 0.0 | $44k | 426.00 | 103.64 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $43k | 225.00 | 192.74 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $43k | 1.1k | 39.19 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $43k | 388.00 | 111.08 |
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| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.0 | $43k | 814.00 | 52.60 |
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| Cintas Corporation (CTAS) | 0.0 | $42k | 203.00 | 205.26 |
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| Wells Fargo & Company (WFC) | 0.0 | $42k | +3% | 496.00 | 83.75 |
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| Masco Corporation (MAS) | 0.0 | $41k | 586.00 | 70.36 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $40k | -2% | 200.00 | 201.03 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $40k | NEW | 930.00 | 42.79 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $40k | NEW | 847.00 | 46.81 |
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| Citizens Financial Services (CZFS) | 0.0 | $39k | -44% | 652.00 | 60.27 |
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| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $39k | +11% | 3.4k | 11.61 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $38k | 1.1k | 35.91 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $38k | 116.00 | 328.17 |
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| Makemytrip Limited Mauritius SHS (MMYT) | 0.0 | $37k | 400.00 | 93.60 |
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| Honeywell International (HON) | 0.0 | $37k | +4% | 177.00 | 210.50 |
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| Devon Energy Corporation (DVN) | 0.0 | $37k | 1.0k | 35.06 |
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| At&t (T) | 0.0 | $37k | -3% | 1.3k | 28.24 |
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| Tg Therapeutics (TGTX) | 0.0 | $36k | NEW | 1.0k | 36.12 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $36k | 2.1k | 17.16 |
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| Coupang Cl A (CPNG) | 0.0 | $35k | +10% | 1.1k | 32.20 |
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| Verizon Communications (VZ) | 0.0 | $35k | -27% | 803.00 | 43.95 |
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| MercadoLibre (MELI) | 0.0 | $35k | 15.00 | 2336.93 |
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| Jd.com Spon Ads Cl A (JD) | 0.0 | $35k | NEW | 1.0k | 34.98 |
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| Reddit Cl A (RDDT) | 0.0 | $35k | -40% | 150.00 | 229.99 |
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| Cloudflare Cl A Com (NET) | 0.0 | $34k | +700% | 160.00 | 214.59 |
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| CVS Caremark Corporation (CVS) | 0.0 | $34k | -13% | 444.00 | 75.39 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $33k | 225.00 | 148.61 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $33k | -8% | 751.00 | 44.48 |
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| ConocoPhillips (COP) | 0.0 | $32k | -4% | 339.00 | 94.73 |
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| EOG Resources (EOG) | 0.0 | $31k | 280.00 | 111.92 |
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| Hldgs (UAL) | 0.0 | $31k | 324.00 | 96.50 |
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| Cameco Corporation (CCJ) | 0.0 | $30k | 357.00 | 83.86 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $29k | 75.00 | 391.64 |
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| Sba Communications Corp Cl A (SBAC) | 0.0 | $29k | 152.00 | 192.89 |
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| Insmed Com Par $.01 (INSM) | 0.0 | $29k | NEW | 200.00 | 144.01 |
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| Axon Enterprise (AXON) | 0.0 | $29k | NEW | 40.00 | 717.65 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $28k | 118.00 | 236.06 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $28k | -68% | 56.00 | 495.23 |
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| Phillips 66 (PSX) | 0.0 | $28k | -2% | 204.00 | 135.72 |
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| Metropcs Communications (TMUS) | 0.0 | $27k | +2% | 113.00 | 239.38 |
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| UMH Properties (UMH) | 0.0 | $27k | 1.8k | 14.85 |
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| Oracle Corporation (ORCL) | 0.0 | $26k | +6% | 93.00 | 281.24 |
|
| Kinder Morgan (KMI) | 0.0 | $26k | -10% | 913.00 | 28.31 |
|
| Crown Castle Intl (CCI) | 0.0 | $26k | 264.00 | 96.45 |
|
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| Nike CL B (NKE) | 0.0 | $25k | 364.00 | 69.73 |
|
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| Charles Schwab Corporation (SCHW) | 0.0 | $25k | +2% | 264.00 | 95.47 |
|
| UGI Corporation (UGI) | 0.0 | $25k | +12% | 752.00 | 33.26 |
|
| Yum! Brands (YUM) | 0.0 | $25k | 162.00 | 152.34 |
|
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| Ionq Inc Pipe (IONQ) | 0.0 | $25k | +700% | 400.00 | 61.50 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.0 | $24k | NEW | 525.00 | 46.32 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $24k | 660.00 | 36.33 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $24k | -11% | 697.00 | 34.37 |
|
| Vistra Energy (VST) | 0.0 | $24k | 122.00 | 195.92 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $24k | 446.00 | 53.40 |
|
|
| MasTec (MTZ) | 0.0 | $23k | +7% | 110.00 | 212.81 |
|
| Johnson & Johnson (JNJ) | 0.0 | $23k | +5% | 124.00 | 185.42 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $23k | +28% | 189.00 | 121.36 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $23k | 1.5k | 15.05 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $22k | 380.00 | 56.87 |
|
|
| Universal Technical Institute (UTI) | 0.0 | $21k | NEW | 650.00 | 32.55 |
|
| Viking Therapeutics (VKTX) | 0.0 | $21k | 800.00 | 26.28 |
|
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $21k | NEW | 200.00 | 104.91 |
|
| Cava Group Ord (CAVA) | 0.0 | $20k | +15% | 336.00 | 60.41 |
|
| Garmin SHS (GRMN) | 0.0 | $20k | +2% | 82.00 | 246.22 |
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $20k | 202.00 | 99.37 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $20k | 550.00 | 35.48 |
|
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.0 | $19k | +482% | 338.00 | 57.18 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $19k | 132.00 | 145.71 |
|
|
| Oruka Therapeutics (ORKA) | 0.0 | $19k | NEW | 1.0k | 19.23 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $19k | +31% | 67.00 | 280.16 |
|
| Enterprise Products Partners (EPD) | 0.0 | $19k | 600.00 | 31.27 |
|
|
| Cisco Systems (CSCO) | 0.0 | $19k | -21% | 274.00 | 68.42 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $17k | -61% | 162.00 | 106.80 |
|
| Caterpillar (CAT) | 0.0 | $17k | +5% | 36.00 | 477.14 |
|
| Halliburton Company (HAL) | 0.0 | $17k | -10% | 688.00 | 24.60 |
|
| Williams Companies (WMB) | 0.0 | $17k | +3% | 261.00 | 63.35 |
|
| Curtiss-Wright (CW) | 0.0 | $16k | 30.00 | 542.93 |
|
|
| Energy Fuels Com New (UUUU) | 0.0 | $16k | +7% | 1.1k | 15.35 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $16k | 285.00 | 56.89 |
|
|
| Argan (AGX) | 0.0 | $16k | 60.00 | 270.05 |
|
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $16k | NEW | 1.0k | 16.08 |
|
| Bank of America Corporation (BAC) | 0.0 | $16k | +8% | 310.00 | 51.65 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $15k | +4% | 25.00 | 617.44 |
|
| Chart Industries (GTLS) | 0.0 | $15k | 77.00 | 200.16 |
|
|
| Sterling Construction Company (STRL) | 0.0 | $15k | 45.00 | 339.69 |
|
|
| Cme (CME) | 0.0 | $15k | +3% | 55.00 | 270.18 |
|
| D-wave Quantum (QBTS) | 0.0 | $15k | 600.00 | 24.71 |
|
|
| Nucor Corporation (NUE) | 0.0 | $15k | 109.00 | 135.43 |
|
|
| American Express Company (AXP) | 0.0 | $15k | +4% | 44.00 | 334.55 |
|
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 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
- Stone House Investment Management 2021 Q3 restated filed Oct. 21, 2021