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CIK: 0001696497
Total reported value
$752.2M
$752.2M
437 檔
30.5%
As reported in its official Q1 2025 Form 13F filing, Stone House Investment Management, LLC's tracked investment portfolio stood at $752.2M with 437 total positions.
In Q1 2025, Stone House Investment Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 437 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.36% | +2.07% | +6.81% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.49% | — | +34.75% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 10.46% | -0.10% | +27.58% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 7.22% | -1.37% | +38.60% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.93% | -0.47% | +20.63% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.84% | -2.76% | +28.35% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.33% | -0.64% | +21.90% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.40% | +4.12% | +28.86% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.32% | -1.95% | +80.40% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.91% | -3.33% | -4.12% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.41% | -0.42% | -31.25% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 2.34% | -0.51% | +10.27% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.22% | -0.08% | +16.66% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.03% | -0.01% | +19.32% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.96% | -0.02% | -0.95% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.86% | -1.28% | +622.55% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.84% | -2.38% | +130.53% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.61% | -0.07% | +734.65% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.47% | -0.62% | +22.70% | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.43% | -1.02% | +35.28% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.29% | -0.17% | +282.71% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 0.96% | -0.13% | -31.22% | |
| 23 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.71% | -0.01% | +927.67% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.46% | -0.01% | +46.39% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.40% | -0.10% | +18.45% | |
| 26 | CZNC | Citizens & Northern CORP | Stock-Other | 0.40% | -0.08% | +95.07% | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.35% | — | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.30% | -0.04% | +13.36% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | — | +62.59% | |
| 30 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.19% | +0.11% | — | |
| 31 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.18% | -1.09% | — | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.16% | +0.04% | NEW | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.08% | +10.80% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.15% | -0.02% | +30.39% | |
| 35 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.15% | — | — | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.15% | -0.02% | +101.30% | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.14% | -0.48% | +22.91% | |
| 38 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.13% | -0.05% | +57.22% | |
| 39 | IFRA | Ishares US Infrastructure | ETF-Other | 0.13% | — | -76.81% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.13% | -0.02% | +9.74% | |
| 41 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.13% | -0.07% | — | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | -0.02% | +26.13% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.11% | +2.11% | +20.09% | |
| 44 | PFIS | Peoples Financial Services | Stock-Other | 0.11% | — | -0.25% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | +0.03% | +61.62% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | -0.03% | +107.99% | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.07% | -0.02% | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | +33.57% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.06% | -0.01% | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.05% | — | +25.80% |
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 437 disclosed positions in Q1 2025.
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 30.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $61.0M
During Q1 2025, Stone House Investment Management, LLC's top holdings by market value included IVV (12.4%)、SPY (10.5%)、IUSB (10.5%). The largest single position, IVV, represented 12.4% of total portfolio value.
In Q1 2025, Stone House Investment Management, LLC made 50 total portfolio adjustments, initiating 50 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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