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, IUSB, IVW, PG, and represent 48.67% of Stone House Investment Management's stock portfolio.
- Added to shares of these 9 stocks: MTUM (+$6.0M), IAU, IBIT, VO, ICVT, RSP, AMD, PFIS, VTI.
- Started 1 new stock position in MTUM.
- Reduced shares in these 10 stocks: IUSB (-$15M), PG (-$13M), IVV (-$11M), SPY (-$7.0M), IVW (-$5.3M), DYNF, QUAL, IXUS, IYW, EFG.
- Sold out of its positions in T, ASX, ABT, ABBV, ACIW, ADBE, MSOS, AVAV, A, AEM.
- Stone House Investment Management was a net seller of stock by $-83M.
- Stone House Investment Management has $394M in assets under management (AUM), dropping by -18.73%.
- Central Index Key (CIK): 0001696497
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Portfolio Holdings for Stone House Investment Management
Stone House Investment Management holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.2 | $60M | -15% | 102k | 588.68 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.2 | $40M | -14% | 69k | 586.08 |
|
| Ishares Tr Core Total Usd (IUSB) | 10.1 | $40M | -27% | 878k | 45.20 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 6.7 | $27M | -16% | 261k | 101.53 |
|
| Procter & Gamble Company (PG) | 6.4 | $25M | -33% | 151k | 167.65 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 5.9 | $23M | -14% | 131k | 178.08 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 5.8 | $23M | -15% | 442k | 51.25 |
|
| Ishares Tr Eafe Value Etf (EFV) | 4.6 | $18M | -8% | 341k | 52.47 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 4.3 | $17M | -10% | 173k | 96.83 |
|
| Ishares Tr Core Msci Total (IXUS) | 4.1 | $16M | -12% | 241k | 66.14 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 3.0 | $12M | -14% | 62k | 190.88 |
|
| Ishares Tr Mbs Etf (MBB) | 2.6 | $10M | -15% | 112k | 91.68 |
|
| Ishares Msci Emrg Chn (EMXC) | 2.5 | $9.8M | -7% | 178k | 55.45 |
|
| Ishares Tr U S Tech Etf (IYW) | 2.4 | $9.5M | -18% | 60k | 159.52 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.3 | $9.2M | -10% | 95k | 96.90 |
|
| Ishares Tr National Mun Etf (MUB) | 1.8 | $7.0M | -7% | 66k | 106.55 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 1.5 | $6.0M | NEW | 29k | 206.92 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.3 | $5.2M | -13% | 100k | 52.02 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.2 | $4.8M | -8% | 15k | 334.25 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.1 | $4.2M | -15% | 48k | 87.33 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $3.8M | -15% | 73k | 52.22 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.7 | $2.9M | -8% | 63k | 46.29 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $2.1M | -5% | 27k | 75.61 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.4 | $1.7M | -11% | 35k | 47.77 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $1.5M | -18% | 17k | 89.04 |
|
| Apple (AAPL) | 0.4 | $1.5M | -2% | 5.9k | 250.41 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $1.4M | +1830% | 28k | 49.51 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.3 | $1.2M | -4% | 12k | 99.54 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $1.0M | -10% | 3.5k | 288.83 |
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.3 | $995k | -15% | 11k | 88.64 |
|
| Citizens & Northern Corporation (CZNC) | 0.2 | $941k | -46% | 51k | 18.60 |
|
| Amazon (AMZN) | 0.2 | $832k | -37% | 3.8k | 219.39 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $828k | -13% | 6.2k | 134.29 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $630k | -40% | 6.1k | 103.30 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $610k | +26% | 2.3k | 264.16 |
|
| Peoples Financial Services Corp (PFIS) | 0.2 | $599k | 12k | 51.18 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $554k | -23% | 24k | 22.98 |
|
| Microsoft Corporation (MSFT) | 0.1 | $540k | -14% | 1.3k | 421.49 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $481k | -17% | 7.7k | 62.31 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $427k | +25% | 5.0k | 84.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $365k | -31% | 1.9k | 190.39 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $363k | +5% | 2.1k | 175.25 |
|
| Tesla Motors (TSLA) | 0.1 | $330k | 817.00 | 403.59 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $328k | -5% | 9.4k | 34.75 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $275k | -50% | 1.5k | 189.33 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $266k | +185% | 5.0k | 53.05 |
|
| Advanced Micro Devices (AMD) | 0.1 | $240k | +3% | 2.0k | 120.79 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $236k | -12% | 983.00 | 239.74 |
|
| Home Depot (HD) | 0.1 | $229k | -2% | 589.00 | 388.88 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $226k | 779.00 | 289.88 |
|
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 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
- 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