Stone House Investment Management, LLC Reduced Holdings in Q3 2025

Stone House Investment Management, LLC

  • $543 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
-72.1K
- 91.3%
$171.38 - $197.01 $12.4M - $14.2M
6.87K $1.34M
EFG
Msci Eafe Growth ETF

ETFs
-92.4K
- 75.43%
$106.99 - $114.46 $9.88M - $10.6M
30.1K $3.43M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-118K
- 10.57%
$45.6 - $46.92 $5.37M - $5.53M
997K $46.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-31.2K
- 17.03%
$182.33 - $194.5 $5.68M - $6.06M
152K $29.5M
EFV
Msci Eafe Value ETF

ETFs
-58.6K
- 11.4%
$62.79 - $68.42 $3.68M - $4.01M
455K $30.9M
MUB
Ishares National Muni Bond ETF

ETFs
-5.55K
- 9.09%
$103.24 - $106.68 $573K - $592K
55.5K $5.91M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-7.57K
- 58.73%
$62.54 - $68.42 $474K - $518K
5.32K $359K
CZNC
Citizens & Northern Corp

Financial Services
-22.9K
- 22.99%
$18.39 - $20.55 $421K - $470K
76.6K $1.52M
HEFA
Ishares Currency Hedged Msci E

ETFs
-6.93K
- 66.84%
$37.2 - $39.61 $258K - $275K
3.44K $136K
UNH
Unitedhealth Group Inc

Healthcare
-250
- 41.05%
$237.77 - $353.61 $59.4K - $88.4K
359 $123K
LMT
Lockheed Martin Corp

Industrials
-119
- 68.0%
$410.74 - $499.21 $48.9K - $59.4K
56 $27K
FCX
Freeport Mcmoran Inc

Basic Materials
-962
- 79.9%
$35.34 - $47.21 $34K - $45.4K
242 $9K
MRVL
Marvell Technology, Inc.

Technology
-639
- 38.7%
$62.31 - $84.07 $39.8K - $53.7K
1.01K $85K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-415
- 4.48%
$97.75 - $100.75 $40.6K - $41.8K
8.85K $886K
CZFS
Citizens Financial Services Inc

Financial Services
-524
- 44.56%
$52.42 - $64.95 $27.5K - $34K
652 $39K
SUB
Ishares Short Term National Mu

ETFs
-258
- 61.43%
$106.17 - $107.3 $27.4K - $27.7K
162 $17K
PFE
Pfizer Inc

Healthcare
-817
- 94.45%
$23.29 - $25.88 $19K - $21.1K
48 $1K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-719
- 7.86%
$62.09 - $66.51 $44.6K - $47.8K
8.43K $550K
CRM
Salesforce, Inc.

Technology
-12
- 4.21%
$231.66 - $273.65 $2.78K - $3.28K
273 $64K
VZ
Verizon Communications Inc

Communication Services
-311
- 27.92%
$40.84 - $45.06 $12.7K - $14K
803 $35K
AMT
American Tower Corp

Real Estate
-23
- 8.98%
$192.32 - $232.35 $4.42K - $5.34K
233 $44K
CVX
Chevron Corp

Energy
-156
- 13.45%
$145.57 - $161.83 $22.7K - $25.2K
1K $155K
CI
Cigna Corp

Healthcare
-7
- 3.38%
$262.23 - $334.39 $1.84K - $2.34K
200 $57K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-81
- 9.39%
$60.9 - $70.75 $4.93K - $5.73K
782 $48K
AMAT
Applied Materials Inc

Technology
-57
- 87.69%
$156.25 - $204.95 $8.91K - $11.7K
8 $1K
KO
Coca Cola CO

Consumer Defensive
-38
- 2.47%
$65.67 - $71.67 $2.5K - $2.72K
1.5K $99K
BSY
Bentley Systems Inc

Technology
-170
- 94.44%
$51.48 - $58.72 $8.75K - $9.98K
10 $0
MTB
M&T Bank Corp

Financial Services
-48
- 12.73%
$183.74 - $204.05 $8.82K - $9.79K
329 $65K
CSCO
Cisco Systems, Inc.

Technology
-74
- 21.26%
$66.2 - $71.79 $4.9K - $5.31K
274 $18K
ACN
Accenture PLC

Technology
-13
- 25.0%
$232.56 - $304.78 $3.02K - $3.96K
39 $9K
CDW
Cdw Corp

Technology
-19
- 21.11%
$156.97 - $182.84 $2.98K - $3.47K
71 $11K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-6
- 2.91%
$196.15 - $217.83 $1.18K - $1.31K
200 $40K
ADBE
Adobe Inc.

Technology
-12
- 92.31%
$333.65 - $392.1 $4K - $4.71K
1 $0
HYDB
Ishares Tr Edge High Yield Def

ETFs
-111
- 32.27%
$47.03 - $47.97 $5.22K - $5.32K
233 $11K
KMI
Kinder Morgan, Inc.

Energy
-106
- 10.4%
$26.23 - $28.5 $2.78K - $3.02K
913 $25K
TOST
Toast, Inc.

Technology
-80
- 54.79%
$36.51 - $49.3 $2.92K - $3.94K
66 $2K
T
At&T Inc.

Communication Services
-52
- 3.84%
$26.94 - $29.62 $1.4K - $1.54K
1.3K $36K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-6
- 50.0%
$422.75 - $485.53 $2.54K - $2.91K
6 $2K
SLB
Schlumberger Limited

Energy
-92
- 11.66%
$32.37 - $37.31 $2.98K - $3.43K
697 $23K
AMCR
Amcor PLC

Consumer Cyclical
-237
- 50.0%
$7.97 - $9.94 $1.89K - $2.36K
237 $1K
V
Visa Inc.

Financial Services
-8
- 66.67%
$332.09 - $358.86 $2.66K - $2.87K
4 $1K
MPW
Medical Properties Trust Inc

Real Estate
-732
- 87.77%
$3.98 - $5.13 $2.91K - $3.76K
102 $0
STLD
Steel Dynamics Inc

Basic Materials
-35
- 62.5%
N/A
21 $2K
RDW
Redwire Corp

Industrials
-50
- 12.22%
$7.87 - $19.41 $394 - $971
359 $3K
XEL
Xcel Energy Inc

Utilities
-35
- 46.67%
$67.56 - $80.65 $2.36K - $2.82K
40 $3K
PAYX
Paychex Inc

Industrials
-7
- 50.0%
$126.69 - $147.99 $887 - $1.04K
7 $0
ACHR
Archer Aviation Inc.

Industrials
-90
- 47.37%
$8.25 - $13.4 $743 - $1.21K
100 $0
RIO
Rio Tinto PLC

Basic Materials
-37
- 48.05%
$57.66 - $66.01 $2.13K - $2.44K
40 $2K
CVS
Cvs Health Corp

Healthcare
-71
- 13.79%
$58.75 - $76.5 $4.17K - $5.43K
444 $33K
Activity Summary
Buys All Purchases 456 New Holdings 253 Increased Positions 203 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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