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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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