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, ESGU, IUSB, and represent 63.14% of Stone House Investment Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$20M), IUSB (+$6.0M), SPY, ESGU, TLH, ISTB, GOVT, ESGE, PG, FHLC.
- Started 10 new stock positions in GSLC, FMAT, ISTB, STIP, FUTY, MUB, FHLC, FSTA, UOCT, UJAN.
- Reduced shares in these 10 stocks: EFG (-$5.3M), FNCL, TIP, IVE, FALN, IXUS, IJR, FTEC, AGG, EFV.
- Sold out of its positions in AMD, FDIS, FNCL, FREL, USEP, TLT.
- Stone House Investment Management was a net buyer of stock by $15M.
- Stone House Investment Management has $294M in assets under management (AUM), dropping by 0.46%.
- Central Index Key (CIK): 0001696497
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Portfolio Holdings for Stone House Investment Management
Companies in the Stone House Investment Management portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 17.7 | $52M | +60% | 114k | 453.69 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 16.2 | $48M | +10% | 106k | 451.64 | |
| Procter & Gamble Company (PG) | 11.3 | $33M | 217k | 152.80 | ||
| Ishares Tr Esg Awr Msci Usa (ESGU) | 10.7 | $31M | +10% | 309k | 101.35 | |
| Ishares Tr Core Total Usd (IUSB) | 7.3 | $21M | +39% | 431k | 49.63 | |
| Ishares Tr Core Msci Total (IXUS) | 5.4 | $16M | -11% | 239k | 66.58 | |
| Ishares Tr Eafe Value Etf (EFV) | 5.1 | $15M | -4% | 299k | 50.26 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 4.4 | $13M | +8% | 518k | 24.91 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 2.8 | $8.2M | -39% | 85k | 96.27 | |
| Ishares Esg Awr Msci Em (ESGE) | 2.0 | $5.7M | +18% | 156k | 36.73 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $5.6M | -20% | 52k | 107.88 | |
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 1.7 | $4.9M | -10% | 122k | 40.05 | |
| Fidelity Covington Trust Msci Energy Idx (FENY) | 1.5 | $4.5M | -14% | 216k | 20.94 | |
| Ishares Tr Tips Bd Etf (TIP) | 1.4 | $4.2M | -44% | 34k | 124.58 | |
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| Ishares Tr Faln Angls Usd (FALN) | 1.3 | $3.8M | -35% | 137k | 27.76 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.2 | $3.6M | -27% | 29k | 123.09 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 1.2 | $3.5M | -44% | 23k | 155.72 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.1 | $3.1M | +9% | 40k | 77.58 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 1.0 | $2.8M | +414% | 21k | 134.63 | |
| Dbx Etf Tr Xtrckr Msci Us (USSG) | 0.7 | $2.1M | -2% | 51k | 41.67 | |
| Apple (AAPL) | 0.5 | $1.4M | 8.2k | 174.62 | ||
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.4 | $1.2M | NEW | 25k | 48.46 | |
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.3 | $909k | +99% | 14k | 63.64 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $874k | +2% | 8.6k | 101.83 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $717k | +62% | 14k | 52.26 | |
| Peoples Financial Services Corp (PFIS) | 0.2 | $665k | -27% | 13k | 50.47 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.2 | $577k | -10% | 4.8k | 119.81 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $543k | NEW | 8.3k | 65.62 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $502k | +29% | 10k | 49.77 | |
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.2 | $456k | NEW | 9.5k | 47.92 | |
| Innovator Etfs Tr S&p 500 Ultra (UAPR) | 0.1 | $389k | 15k | 26.46 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $384k | -74% | 3.6k | 107.02 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $382k | NEW | 3.6k | 104.83 | |
| Innovator Etfs Tr S&p 500 Ultra (UJAN) | 0.1 | $362k | NEW | 12k | 30.93 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $324k | +3% | 3.2k | 101.98 | |
| Tesla Motors (TSLA) | 0.1 | $321k | 298.00 | 1077.18 | ||
| Innovator Etfs Tr S&p 500 Ultra (UOCT) | 0.1 | $299k | NEW | 11k | 28.34 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $295k | NEW | 3.3k | 88.88 | |
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.1 | $256k | NEW | 5.6k | 45.77 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $246k | +8% | 3.2k | 76.26 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $246k | NEW | 2.2k | 109.67 | |
| Innovator Etfs Tr S&p 500 Ultra Bf (UMAY) | 0.1 | $242k | 8.4k | 28.83 | ||
| Pfizer (PFE) | 0.1 | $242k | -25% | 4.7k | 51.67 | |
| Amazon (AMZN) | 0.1 | $218k | 67.00 | 3253.73 | ||
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.1 | $216k | NEW | 4.4k | 49.61 | |
| Amyris Com New (AMRS) | 0.0 | $62k | 14k | 4.36 | ||
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 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
- Stone House Investment Management 2020 Q1 filed April 17, 2020
- Stone House Investment Management 2019 Q4 filed Jan. 7, 2020
- Stone House Investment Management 2019 Q3 filed Oct. 9, 2019
- Stone House Investment Management 2019 Q2 filed July 9, 2019
- Stone House Investment Management 2019 Q1 filed April 12, 2019
- Stone House Investment Management 2018 Q4 filed Jan. 16, 2019
- Stone House Investment Management 2018 Q3 filed Oct. 11, 2018