Stone House Investment Management

Stone House Investment Management as of Dec. 31, 2024

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 102k 588.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.2 $40M 69k 586.08
Ishares Tr Core Total Usd (IUSB) 10.1 $40M 878k 45.20
Ishares Tr S&p 500 Grwt Etf (IVW) 6.7 $27M 261k 101.53
Procter & Gamble Company (PG) 6.4 $25M 151k 167.65
Ishares Tr Msci Usa Qlt Fct (QUAL) 5.9 $23M 131k 178.08
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.8 $23M 442k 51.25
Ishares Tr Eafe Value Etf (EFV) 4.6 $18M 341k 52.47
Ishares Tr Eafe Grwth Etf (EFG) 4.3 $17M 173k 96.83
Ishares Tr Core Msci Total (IXUS) 4.1 $16M 241k 66.14
Ishares Tr S&p 500 Val Etf (IVE) 3.0 $12M 62k 190.88
Ishares Tr Mbs Etf (MBB) 2.6 $10M 112k 91.68
Ishares Msci Emrg Chn (EMXC) 2.5 $9.8M 178k 55.45
Ishares Tr U S Tech Etf (IYW) 2.4 $9.5M 60k 159.52
Ishares Tr Core Us Aggbd Et (AGG) 2.3 $9.2M 95k 96.90
Ishares Tr National Mun Etf (MUB) 1.8 $7.0M 66k 106.55
Ishares Tr Msci Usa Mmentm (MTUM) 1.5 $6.0M 29k 206.92
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.3 $5.2M 100k 52.02
Ishares Tr Russell 3000 Etf (IWV) 1.2 $4.8M 15k 334.25
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.1 $4.2M 48k 87.33
Ishares Core Msci Emkt (IEMG) 1.0 $3.8M 73k 52.22
Ishares Tr Us Infrastruc (IFRA) 0.7 $2.9M 63k 46.29
Ishares Tr Msci Eafe Etf (EFA) 0.5 $2.1M 27k 75.61
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $1.7M 35k 47.77
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $1.5M 17k 89.04
Apple (AAPL) 0.4 $1.5M 5.9k 250.41
Ishares Gold Tr Ishares New (IAU) 0.4 $1.4M 28k 49.51
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $1.2M 12k 99.54
Ishares Tr S&p 100 Etf (OEF) 0.3 $1.0M 3.5k 288.83
Proshares Tr Ultrpro S&p500 (UPRO) 0.3 $995k 11k 88.64
Citizens & Northern Corporation (CZNC) 0.2 $941k 51k 18.60
Amazon (AMZN) 0.2 $832k 3.8k 219.39
NVIDIA Corporation (NVDA) 0.2 $828k 6.2k 134.29
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $630k 6.1k 103.30
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $610k 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 24k 22.98
Microsoft Corporation (MSFT) 0.1 $540k 1.3k 421.49
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $481k 7.7k 62.31
Ishares Tr Conv Bd Etf (ICVT) 0.1 $427k 5.0k 84.97
Alphabet Cap Stk Cl C (GOOG) 0.1 $365k 1.9k 190.39
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $363k 2.1k 175.25
Tesla Motors (TSLA) 0.1 $330k 817.00 403.59
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $328k 9.4k 34.75
Alphabet Cap Stk Cl A (GOOGL) 0.1 $275k 1.5k 189.33
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $266k 5.0k 53.05
Advanced Micro Devices (AMD) 0.1 $240k 2.0k 120.79
JPMorgan Chase & Co. (JPM) 0.1 $236k 983.00 239.74
Home Depot (HD) 0.1 $229k 589.00 388.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $226k 779.00 289.88