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CIK: 0001696497
Total reported value
$752.2M
$752.2M
50 檔
25.5%
According to the latest 13F quarterly dataset, Stone House Investment Management, LLC managed an equity portfolio of $752.2M at the end of Q4 2024, spanning 50 distinct U.S. exchange-listed positions.
In Q4 2024, Stone House Investment Management, LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 16 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.20% | +2.07% | -15.88% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.22% | — | -14.80% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 10.08% | -0.10% | -27.25% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.74% | -0.47% | -16.68% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 6.42% | -1.37% | -33.16% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.94% | -2.76% | -14.23% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.76% | -0.64% | -15.29% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.55% | -3.33% | -8.58% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.26% | -0.42% | -10.94% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.06% | +4.12% | -12.11% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.01% | -1.95% | -14.47% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 2.61% | -0.51% | -15.01% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.50% | -0.02% | -7.66% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.42% | -0.01% | -18.75% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.34% | -0.08% | -10.26% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.78% | -0.13% | -7.15% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.54% | -0.62% | — | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.32% | -1.02% | -13.84% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.23% | -0.01% | -8.03% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.06% | +0.04% | NEW | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.97% | -2.38% | -15.26% | |
| 22 | IFRA | Ishares US Infrastructure | ETF-Other | 0.74% | — | -8.79% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.52% | -0.01% | -5.27% | |
| 24 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.42% | -0.10% | -11.09% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.39% | -0.01% | -18.21% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.38% | -0.04% | -2.88% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 0.35% | -0.17% | +1830.23% | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.31% | -1.28% | -4.77% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.26% | -0.07% | -10.97% | |
| 30 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.25% | — | -15.20% | |
| 31 | CZNC | Citizens & Northern CORP | Stock-Other | 0.24% | -0.08% | -46.92% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | -37.91% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +0.08% | -13.61% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.16% | -0.02% | -40.96% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.16% | -0.02% | +26.64% | |
| 36 | PFIS | Peoples Financial Services | Stock-Other | 0.15% | — | +0.10% | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.14% | -0.48% | -23.43% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | -0.02% | -14.13% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.12% | +2.11% | -17.71% | |
| 40 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.11% | -0.05% | +26.00% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.03% | -31.63% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.09% | -0.02% | +5.66% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.08% | -0.01% | -5.99% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | -0.03% | -50.43% | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.07% | -0.01% | +185.59% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.06% | +0.08% | +3.23% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.06% | — | -12.85% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.06% | — | -2.97% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | — | +0.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTUM | Ishares Msci USA Momentum Fa | +1.5% | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.8% | -15.88% | Trim |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | -14.80% | Trim |
| 4 | IVW | Ishares S&p 500 Growth ETF | +0.5% | -16.68% | Trim |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.4% | -15.29% | Trim |
| 6 | IAU | Ishares Gold Trust | +0.3% | +1830.23% | Add |
| 7 | QUAL | Ishares Msci USA Quality Fac | +0.3% | -14.23% | Trim |
| 8 | MUB | Ishares National Muni Bond E | +0.2% | -7.15% | Trim |
| 9 | IWV | Ishares Russell 3000 ETF | +0.2% | -8.03% | Trim |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.1% | -10.26% | Trim |
| 11 | IYW | Ishares Ustechnology ETF | +0.1% | -18.75% | Trim |
| 12 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -8.58% | Trim |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -7.66% | Trim |
| 14 | IFRA | Ishares US Infrastructure | +0.1% | -8.79% | Trim |
| 15 | IVE | Ishares S&p 500 Value ETF | +0.1% | -14.47% | Trim |
| 16 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +185.59% | Add |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | 0% | -13.84% | Trim |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | -11.09% | Trim |
| 19 | EFA | Ishares Msci Eafe ETF | 0% | -5.27% | Trim |
| 20 | TLH | Ishares 10-20 Year Treasury | 0% | -4.77% | Trim |
| 21 | MBB | Ishares Mbs ETF | 0% | -15.01% | Trim |
| 22 | UPRO | Proshares Ultrapro S&p 500 | 0% | -15.20% | Trim |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | 0% | -18.21% | Trim |
| 24 | GOVT | Ishares US Treasury Bond ETF | 0% | -23.43% | Trim |
| 25 | AMZN | Amazon.com Inc | 0% | -37.91% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | -50.43% | Trim |
| 27 | MA | Mastercard Inc - A | 0% | EXIT | Sold out |
| 28 | WMT | Walmart Inc | 0% | EXIT | Sold out |
| 29 | PFE | Pfizer Inc | 0% | EXIT | Sold out |
| 30 | LLY | Eli Lilly & Co | 0% | EXIT | Sold out |
| 31 | QQQ | Invesco Qqq Trust Series 1 | 0% | EXIT | Sold out |
| 32 | CBU | Community Financial System I | 0% | EXIT | Sold out |
| 33 | META | Meta Platforms Inc-class A | 0% | EXIT | Sold out |
| 34 | ESGU | Ishares Esg Aware Msci USA | 0% | EXIT | Sold out |
| 35 | MRK | Merck & Co. Inc. | 0% | EXIT | Sold out |
| 36 | LOW | Lowe's Cos Inc | 0% | EXIT | Sold out |
| 37 | COST | Costco Wholesale CORP | 0% | EXIT | Sold out |
| 38 | TJX | Tjx Companies Inc | 0% | EXIT | Sold out |
| 39 | UNH | Unitedhealth Group Inc | 0% | EXIT | Sold out |
| 40 | DGRO | Ishares Core Dividend Growth | 0% | EXIT | Sold out |
| 41 | IBM | Intl Business Machines CORP | 0% | EXIT | Sold out |
| 42 | IEMG | Ishares Core Msci Emerging | -0.1% | -15.26% | Trim |
| 43 | VONG | Vanguard Russell 1000 Growth | -0.1% | -40.96% | Trim |
| 44 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -10.94% | Trim |
| 45 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -12.11% | Trim |
| 46 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -15.72% | Trim |
| 47 | CZNC | Citizens & Northern CORP | -0.2% | -46.92% | Trim |
| 48 | IGEB | Ishares Investment Grade Sys | -0.2% | EXIT | Sold out |
| 49 | PG | Procter & Gamble Co/the | -1.7% | -33.16% | Trim |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -1.7% | -27.25% | Trim |
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 50 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, IUSB) accounted for 25.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
MTUM
市值: $6.0M
Top Position Liquidated / Trimmed
IGEB
前期市值: $754.8K
During Q4 2024, Stone House Investment Management, LLC's top holdings by market value included IVV (15.2%)、SPY (10.2%)、IUSB (10.1%). The largest single position, IVV, represented 15.2% of total portfolio value.
In Q4 2024, Stone House Investment Management, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 31 holdings, and fully liquidating 16 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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