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, PG, ESGU, EFG, LQD, and represent 50.53% of Stone House Investment Management's stock portfolio.
- Added to shares of these 10 stocks: ESGU (+$6.4M), LQD, ESGE, PG, BOND, IGSB, PSEP, TSLA, FDIS, IVE.
- Started 4 new stock positions in FDIS, PSEP, TSLA, SPXS.
- Reduced shares in these 10 stocks: , , IVV (-$9.4M), GOVT (-$7.9M), ACWX, IJR, AGG, IYG, IEFA, SHV.
- Sold out of its positions in SPXL, IJK, IYG, IXUS, UPRO, SPY.
- Stone House Investment Management was a net seller of stock by $-61M.
- Stone House Investment Management has $199M in assets under management (AUM), dropping by -19.75%.
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Portfolio Holdings for Stone House Investment Management
Companies in the Stone House Investment Management portfolio as of the December 2020 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 | $29M | -24% | 76k | 375.39 | |
Procter & Gamble Company (PG) | 13.6 | $27M | +3% | 195k | 139.14 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 10.4 | $21M | +44% | 239k | 86.03 | |
Ishares Tr Eafe Grwth Etf (EFG) | 6.3 | $12M | -7% | 123k | 100.91 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 5.9 | $12M | +23% | 84k | 138.12 | |
Ishares Tr Core Us Aggbd Et (AGG) | 5.3 | $11M | -24% | 89k | 118.19 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 5.0 | $10M | -44% | 366k | 27.24 | |
Ishares Esg Awr Msci Em (ESGE) | 5.0 | $9.8M | +15% | 235k | 41.98 | |
Pimco Etf Tr Active Bd Etf (BOND) | 4.4 | $8.7M | +5% | 77k | 113.11 | |
Ishares Tr Core Div Grwth (DGRO) | 4.1 | $8.1M | 180k | 44.82 | ||
Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.1 | $6.2M | +4% | 113k | 55.17 | |
Ishares Tr S&p 500 Val Etf (IVE) | 3.0 | $6.0M | +2% | 47k | 128.01 | |
Ishares Tr Mbs Etf (MBB) | 2.7 | $5.4M | -21% | 49k | 110.12 | |
Fidelity Covington Trust Msci Info Tech I (FTEC) | 2.6 | $5.2M | 50k | 104.51 | ||
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Ishares Tr U.s. Med Dvc Etf (IHI) | 2.4 | $4.8M | 15k | 327.29 | ||
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.9 | $3.8M | +3% | 84k | 45.44 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $3.3M | -52% | 36k | 91.91 | |
Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $3.2M | -43% | 46k | 69.09 | |
Ishares Tr Msci Usa Min Vol (USMV) | 1.4 | $2.7M | +3% | 40k | 67.89 | |
Dbx Etf Tr Xtrckr Msci Us (USSG) | 1.3 | $2.5M | -4% | 74k | 34.09 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $1.2M | +2% | 7.8k | 157.72 | |
Apple (AAPL) | 0.6 | $1.1M | 8.6k | 132.69 | ||
Peoples Financial Services Corp (PFIS) | 0.4 | $863k | -17% | 24k | 36.76 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $593k | 6.9k | 86.19 | ||
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $542k | 10k | 54.25 | ||
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $525k | 3.7k | 141.17 | ||
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $516k | -57% | 8.1k | 63.82 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $513k | -89% | 9.7k | 53.06 | |
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.2 | $438k | 3.6k | 120.03 | ||
Innovator Etfs Tr S&P 500 PWR (PSEP) | 0.1 | $262k | NEW | 9.4k | 27.91 | |
Ishares Tr Short Treas Bd (SHV) | 0.1 | $246k | -87% | 2.2k | 110.36 | |
Amazon (AMZN) | 0.1 | $234k | 72.00 | 3250.00 | ||
Pfizer (PFE) | 0.1 | $232k | -11% | 6.3k | 36.85 | |
Tesla Motors (TSLA) | 0.1 | $222k | NEW | 314.00 | 707.01 | |
Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $216k | NEW | 3.0k | 71.43 | |
Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) | 0.0 | $52k | NEW | 13k | 3.94 |
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 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
- Stone House Investment Management 2018 Q2 filed July 23, 2018
- Stone House Investment Management 2018 Q1 filed April 16, 2018
- Stone House Investment Management 2017 Q4 filed Feb. 12, 2018
- Stone House Investment Management 2017 Q3 filed Nov. 13, 2017
- Stone House Investment Management 2017 Q2 filed Aug. 8, 2017
- Stone House Investment Management 2017 Q1 filed May 10, 2017