Stone House Investment Management, LLC Portfolio Holdings

Stone House Investment Management, LLC

  • $388 Million
  • Q4 2024

Stone House Investment Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $388 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $59.8M, Spdr S&P 500 ETF Trust with a value of $40.2M, Ishares Core Total Usd Bond Ma with a value of $39.7M, Ishares S&P 500 Growth ETF with a value of $26.5M, and Procter & Gamble CO with a value of $25.3M.

Examining the 13F form we can see an decrease of $89M in the current position value, from $477M to 388M.

Below you can find more details about Stone House Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $388 Million
ETFs: $356 Million
Consumer Defensive: $25.3 Million
Technology: $3.09 Million
Financial Services: $1.77 Million
Consumer Cyclical: $1.39 Million
Communication Services: $638,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59.8 Million 15.41% of portfolio
101,586
Q4 2024 Reduced 15.88%
$0
$40.2 Million 10.37% of portfolio
68,649
Q4 2024 Reduced 14.8%
$0
$39.7 Million 10.23% of portfolio
878,026
Q4 2024 Reduced 27.25%
$0
$26.5 Million 6.84% of portfolio
261,264
Q4 2024 Reduced 16.68%
$398B
$25.3 Million 6.51% of portfolio
150,723
Q4 2024 Reduced 33.16%
$0
$23.4 Million 6.03% of portfolio
131,376
Q4 2024 Reduced 14.23%
$0
$22.7 Million 5.84% of portfolio
442,435
Q4 2024 Reduced 15.29%
$0
$17.9 Million 4.62% of portfolio
341,444
Q4 2024 Reduced 8.58%
$0
$16.8 Million 4.32% of portfolio
173,217
Q4 2024 Reduced 10.94%
$0
$16 Million 4.11% of portfolio
241,350
Q4 2024 Reduced 12.11%
$0
$11.8 Million 3.05% of portfolio
61,987
Q4 2024 Reduced 14.47%
$0
$10.3 Million 2.64% of portfolio
111,874
Q4 2024 Reduced 15.01%
$0
$9.85 Million 2.54% of portfolio
177,615
Q4 2024 Reduced 7.66%
$0
$9.51 Million 2.45% of portfolio
59,645
Q4 2024 Reduced 18.75%
$0
$9.2 Million 2.37% of portfolio
94,975
Q4 2024 Reduced 10.26%
$0
$6.99 Million 1.8% of portfolio
65,641
Q4 2024 Reduced 7.15%
$0
$4.84 Million 1.25% of portfolio
14,482
Q4 2024 Reduced 8.03%
$0
$4.18 Million 1.08% of portfolio
47,826
Q4 2024 Reduced 15.72%
$0
$3.92 Million 1.01% of portfolio
73,073
Q4 2024 Reduced 15.26%
$0
$2.92 Million 0.75% of portfolio
63,092
Q4 2024 Reduced 8.79%
$0
$2.06 Million 0.53% of portfolio
27,293
Q4 2024 Reduced 5.27%
$0
$1.67 Million 0.43% of portfolio
34,886
Q4 2024 Reduced 11.09%
$0
$1.52 Million 0.39% of portfolio
17,111
Q4 2024 Reduced 18.21%
$3.43T
$1.49 Million 0.38% of portfolio
5,936
Q4 2024 Reduced 2.88%
$47.7B
$1.39 Million 0.36% of portfolio
28,162
Q4 2024 Added 1,830.23%
$0
$1.22 Million 0.31% of portfolio
12,213
Q4 2024 Reduced 4.77%
$0
$994,000 0.26% of portfolio
11,220
Q4 2024 Reduced 15.2%
$0
$932,000 0.24% of portfolio
3,506
Q4 2024 Reduced 10.97%
$307M
$940,000 0.24% of portfolio
50,565
Q4 2024 Reduced 46.92%
$303B
$827,000 0.21% of portfolio
6,165
Q4 2024 Reduced 13.61%
$2.02T
$832,000 0.21% of portfolio
3,793
Q4 2024 Reduced 37.91%
$0
$630,000 0.16% of portfolio
6,101
Q4 2024 Reduced 40.96%
$0
$610,000 0.16% of portfolio
2,310
Q4 2024 Added 26.64%
$322M
$598,000 0.15% of portfolio
11,702
Q4 2024 Added 0.1%
$2.9T
$540,000 0.14% of portfolio
1,282
Q4 2024 Reduced 14.13%
$0
$553,000 0.14% of portfolio
24,094
Q4 2024 Reduced 23.43%
$0
$480,000 0.12% of portfolio
7,719
Q4 2024 Reduced 17.71%
$0
$426,000 0.11% of portfolio
5,021
Q4 2024 Added 26.0%
$1.02T
$364,000 0.09% of portfolio
1,915
Q4 2024 Reduced 31.63%
$0
$363,000 0.09% of portfolio
2,073
Q4 2024 Added 5.66%
$0
$327,000 0.08% of portfolio
9,426
Q4 2024 Reduced 5.99%
$789B
$329,000 0.08% of portfolio
817
Q3 2024 Reduced 15.07%
$974B
$274,000 0.07% of portfolio
1,451
Q4 2024 Reduced 50.43%
$360B
$229,000 0.06% of portfolio
589
Q4 2024 Reduced 2.97%
$682B
$235,000 0.06% of portfolio
983
Q4 2024 Reduced 12.85%
$163B
$239,000 0.06% of portfolio
1,984
Q4 2024 Added 3.23%
$0
$225,000 0.06% of portfolio
779
Q4 2024 Added 0.13%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q4 2024 Added 185.59%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 13.84%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $388 Million
  • Prior Value $477 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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