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CIK: 0001696497
Total reported value
$752.2M
$752.2M
380 檔
32.1%
In Q3 2024, Stone House Investment Management, LLC's U.S. equity holdings reached a combined market value of $752.2M, distributed across 380 disclosed stock positions.
Stone House Investment Management, LLC executed strategic sector rebalancing during Q3 2024, establishing 4 new positions while fully exiting 7 holdings and trimming 16 positions.
Showing top 200 holdings (of 380 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.39% | +2.07% | -9.47% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.75% | -0.10% | +18.51% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.55% | — | +13487.02% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 8.07% | -1.37% | +1.44% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.20% | -0.47% | -1.51% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.67% | -2.76% | +3.79% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.34% | -0.64% | +2.67% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.44% | -3.33% | +127.21% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.32% | -0.42% | -4.55% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.12% | +4.12% | +19431.37% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.95% | -1.95% | +3.86% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 2.60% | -0.51% | +5.04% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.43% | -0.02% | +30.72% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.30% | -0.01% | -5.37% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.21% | -0.08% | +2.93% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.59% | -0.13% | -0.60% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.28% | -1.02% | +47.29% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.15% | +0.04% | NEW | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.06% | -0.01% | — | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.02% | -2.38% | -34.84% | |
| 21 | IFRA | Ishares US Infrastructure | ETF-Other | 0.67% | — | +10.60% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.50% | -0.01% | +973.04% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.40% | -0.01% | -6.93% | |
| 24 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.39% | -0.10% | +3.15% | |
| 25 | CZNC | Citizens & Northern CORP | Stock-Other | 0.39% | -0.08% | +11.04% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.29% | -0.04% | -0.37% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.29% | -1.28% | -6.00% | |
| 28 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.24% | — | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | — | +5.84% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.23% | -0.07% | +3.90% | |
| 31 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.21% | -0.02% | -8.61% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.08% | -1.65% | |
| 33 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.16% | — | +10.37% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.15% | -0.48% | +3.63% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.02% | +0.81% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.12% | +2.11% | +8.65% | |
| 37 | PFIS | Peoples Financial Services | Stock-Other | 0.11% | — | +0.37% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | -0.03% | +1.21% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.10% | -0.02% | +10.14% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | +0.03% | +4.01% | |
| 41 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.07% | -0.01% | -90.86% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.07% | -0.02% | -91.76% | |
| 43 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.07% | -0.05% | +11.06% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.07% | +0.08% | -1.03% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.05% | — | +0.17% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.05% | — | -1.31% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.05% | — | +0.39% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.04% | — | -15.07% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.04% | -0.01% | +0.51% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.04% | — | — |
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 380 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, SPY) accounted for 32.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
IWV
市值: $5.1M
Top Position Liquidated / Trimmed
GSUS
前期市值: $369.4K
During Q3 2024, Stone House Investment Management, LLC's top holdings by market value included IVV (14.4%)、IUSB (11.8%)、SPY (9.6%). The largest single position, IVV, represented 14.4% of total portfolio value.
In Q3 2024, Stone House Investment Management, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 16 holdings, and fully liquidating 7 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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