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CIK: 0001696497
Total reported value
$752.2M
$752.2M
378 檔
28.0%
According to the latest 13F quarterly dataset, Stone House Investment Management, LLC managed an equity portfolio of $752.2M at the end of Q2 2024, spanning 378 distinct U.S. exchange-listed positions.
During Q2 2024, Stone House Investment Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 378 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.97% | +2.07% | -8.29% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.97% | -0.10% | +6.21% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 9.53% | -1.37% | +1.89% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.66% | -0.47% | +68.74% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.55% | -2.76% | +6.27% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.21% | -0.64% | +16.40% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.42% | -0.42% | +65.14% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.30% | -1.95% | +6.09% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.03% | -0.01% | +5.19% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.99% | -0.51% | +9.43% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.59% | -0.08% | +6.11% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.27% | -3.33% | -34.98% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.26% | -0.02% | +10.72% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 1.97% | -0.13% | +4.86% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.84% | -2.38% | +93.92% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.74% | +0.04% | NEW | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.07% | -1.02% | +7.35% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.02% | -0.02% | -21.48% | |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.01% | -0.01% | -34.39% | |
| 20 | IFRA | Ishares US Infrastructure | ETF-Other | 0.68% | — | +3.06% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.52% | -0.01% | +5.92% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.47% | -0.10% | +3.72% | |
| 23 | CZNC | Citizens & Northern CORP | Stock-Other | 0.40% | -0.08% | +11.32% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.36% | -1.28% | +3.32% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.34% | -0.04% | -1.13% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | — | +1.09% | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.28% | -0.02% | -10.98% | |
| 28 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.26% | -0.07% | +6.43% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.08% | +960.82% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.18% | -0.48% | +5.00% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.02% | +0.54% | |
| 32 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.17% | — | — | |
| 33 | PFIS | Peoples Financial Services | Stock-Other | 0.14% | — | +0.10% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | -0.03% | +2.23% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.14% | — | +15.54% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.13% | +2.11% | -1.60% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | +0.03% | +0.04% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.10% | -0.02% | +11.74% | |
| 39 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 0.10% | — | +0.30% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | — | -99.34% | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.08% | +0.08% | — | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.08% | -0.01% | -2.95% | |
| 43 | IXC | Ishares Global Energy ETF | ETF-Other | 0.08% | — | -88.50% | |
| 44 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.07% | -0.05% | +17.60% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.06% | — | -29.33% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | — | +1.42% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.05% | -0.01% | — | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.05% | — | +0.33% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.05% | — | — | |
| 50 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.05% | — | +1.33% |
According to official SEC Form 13F filings, Stone House Investment Management, LLC reported a total U.S. public equity portfolio value of $752.2M across 378 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, PG) accounted for 28.0% of total reported equity market value during Q2 2024.
During Q2 2024, Stone House Investment Management, LLC's top holdings by market value included IVV (19.0%)、IUSB (12.0%)、PG (9.5%). The largest single position, IVV, represented 19.0% of total portfolio value.
In Q2 2024, Stone House Investment Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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