Stone House Investment Management, LLC
Follow13F filer, CIK 1696497, TUNKHANNOCK, PA
Stone House Investment Management, LLC reported $393,533,131 across 50 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13. Its ten largest share positions make up 73.24% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001696497-25-000001
- Period
- 2024-12-31
- Reported value
- $394M
- Holdings
- 50
- Top 10 weight
- 73.24%
- New
- 1
- Sold out
- 331
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MTUMnew | +29,211 | $6.04M |
| IAUadded | +26,703 | $1.32M |
| IBITadded | +3,259 | $173K |
| VOadded | +486 | $128K |
| ICVTadded | +1,036 | $88K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IUSBreduced | -328,963 | -$14.9M |
| PGreduced | -74,783 | -$12.5M |
| IVVreduced | -19,172 | -$11.3M |
| SPYreduced | -11,922 | -$6.99M |
| IVWreduced | -52,298 | -$5.31M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0001696497-25-000001, largest first. % of portfolio is the value over $393,533,131, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| IVVISHARES TR | 101,586 | $59.8M | 15.2% | -19,172 | Timeline | ||
| SPYSTATE STR SPDR S&P 500 ETF T | 68,649 | $40.2M | 10.22% | -11,922 | Timeline | ||
| IUSBISHARES TR | 878,026 | $39.7M | 10.08% | -328,963 | Timeline | ||
| IVWISHARES TR | 261,264 | $26.5M | 6.74% | -52,298 | Timeline | ||
| PGPROCTER & GAMBLE CO | 150,723 | $25.3M | 6.42% | -74,783 | Timeline | ||
| QUALISHARES TR | 131,376 | $23.4M | 5.94% | -21,791 | Timeline | ||
| DYNFBLACKROCK ETF TRUST | 442,435 | $22.7M | 5.76% | -79,882 | Timeline | ||
| EFVISHARES TR | 341,444 | $17.9M | 4.55% | -32,045 | Timeline | ||
| EFGISHARES TR | 173,217 | $16.8M | 4.26% | -21,285 | Timeline | ||
| IXUSISHARES TR | 241,350 | $16M | 4.06% | -33,261 | Timeline | ||
| IVEISHARES TR | 61,987 | $11.8M | 3.01% | -10,487 | Timeline | ||
| MBBISHARES TR | 111,874 | $10.3M | 2.61% | -19,760 | Timeline | ||
| EMXCISHARES INC | 177,615 | $9.85M | 2.5% | -14,733 | Timeline | ||
| IYWISHARES TR | 59,645 | $9.51M | 2.42% | -13,766 | Timeline | ||
| AGGISHARES TR | 94,975 | $9.2M | 2.34% | -10,853 | Timeline | ||
| MUBISHARES TR | 65,641 | $6.99M | 1.78% | -5,051 | Timeline | ||
| MTUMISHARES TR | 29,211 | $6.04M | 1.54% | new | Timeline | ||
| BINCBLACKROCK ETF TRUST II | 99,816 | $5.19M | 1.32% | -16,034 | Timeline | ||
| IWVISHARES TR | 14,482 | $4.84M | 1.23% | -1,264 | Timeline | ||
| TLTISHARES TR | 47,826 | $4.18M | 1.06% | -8,919 | Timeline | ||
| IEMGISHARES INC | 73,073 | $3.82M | 0.97% | -13,163 | Timeline | ||
| IFRAISHARES TR | 63,092 | $2.92M | 0.74% | -6,080 | Timeline | ||
| EFAISHARES TR | 27,293 | $2.06M | 0.52% | -1,518 | Timeline | ||
| ISTBISHARES TR | 34,886 | $1.67M | 0.42% | -4,352 | Timeline | ||
| EMBISHARES TR | 17,111 | $1.52M | 0.39% | -3,810 | Timeline | ||
| AAPLAPPLE INC | 5,936 | $1.49M | 0.38% | -176 | Timeline | ||
| IAUISHARES GOLD TR | 28,162 | $1.39M | 0.35% | +26,703 | Timeline | ||
| TLHISHARES TR | 12,213 | $1.22M | 0.31% | -612 | Timeline | ||
| OEFISHARES TR | 3,506 | $1.01M | 0.26% | -432 | Timeline | ||
| UPROPROSHARES TR | 11,220 | $995K | 0.25% | -2,011 | Timeline | ||
| CZNCCITIZENS & NORTHN CORP | 50,565 | $941K | 0.24% | -44,690 | Timeline | ||
| AMZNAMAZON COM INC | 3,793 | $832K | 0.21% | -2,316 | Timeline | ||
| NVDANVIDIA CORPORATION | 6,165 | $828K | 0.21% | -971 | Timeline | ||
| VONGVANGUARD SCOTTSDALE FDS | 6,101 | $630K | 0.16% | -4,233 | Timeline | ||
| VOVANGUARD INDEX FDS | 2,310 | $610K | 0.16% | +486 | Timeline | ||
| PFISPEOPLES FINL SVCS CORP | 11,702 | $599K | 0.15% | +12 | Timeline | ||
| GOVTISHARES TR | 24,094 | $554K | 0.14% | -7,373 | Timeline | ||
| MSFTMICROSOFT CORP | 1,282 | $540K | 0.14% | -211 | Timeline | ||
| IJHISHARES TR | 7,719 | $481K | 0.12% | -1,661 | Timeline | ||
| ICVTISHARES TR | 5,021 | $427K | 0.11% | +1,036 | Timeline | ||
| GOOGALPHABET INC | 1,915 | $365K | 0.09% | -886 | Timeline | ||
| RSPINVESCO EXCHANGE TRADED FD T | 2,073 | $363K | 0.09% | +111 | Timeline | ||
| TSLATESLA INC | 817 | $330K | 0.08% | 0 | Timeline | ||
| HEFAISHARES TR | 9,426 | $328K | 0.08% | -601 | Timeline | ||
| GOOGLALPHABET INC | 1,451 | $275K | 0.07% | -1,476 | Timeline | ||
| IBITISHARES BITCOIN TRUST ETF | 5,015 | $266K | 0.07% | +3,259 | Timeline | ||
| AMDADVANCED MICRO DEVICES INC | 1,984 | $240K | 0.06% | +62 | Timeline | ||
| JPMJPMORGAN CHASE & CO | 983 | $236K | 0.06% | -145 | Timeline | ||
| HDHOME DEPOT INC | 589 | $229K | 0.06% | -18 | Timeline | ||
| VTIVANGUARD INDEX FDS | 779 | $226K | 0.06% | +1 | Timeline |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 331. All 331
| Security | Shares before | Value before | Type |
|---|---|---|---|
| IGEBISHARES TR | 16,243 | $755K | shares |
| LOWLOWES COS INC | 784 | $212K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 234 | $208K | shares |
| TJXTJX COS INC NEW | 1,687 | $198K | shares |
| UNHUNITEDHEALTH GROUP INC | 319 | $187K | shares |
| DGROISHARES TR | 2,973 | $186K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 768 | $170K | shares |
| MAMASTERCARD INCORPORATED | 334 | $165K | shares |
| WMTWALMART INC | 1,968 | $159K | shares |
| PFEPFIZER INC | 5,479 | $159K | shares |
| LLYELI LILLY & CO | 161 | $142K | shares |
| QQQINVESCO QQQ TR | 289 | $141K | shares |
| CBUCOMMUNITY FINANCIAL SYSTEM I | 2,360 | $137K | shares |
| METAMETA PLATFORMS INC | 229 | $131K | shares |
| ESGUISHARES TR | 1,036 | $131K | shares |
| MRKMERCK & CO INC | 1,150 | $131K | shares |
| GDGENERAL DYNAMICS CORP | 428 | $129K | shares |
| XLVSELECT SECTOR SPDR TR | 828 | $128K | shares |
| IBDVISHARES TR | 5,734 | $127K | shares |
| CVXCHEVRON CORPORATION | 860 | $127K | shares |
| PANWPALO ALTO NETWORKS INC | 360 | $123K | shares |
| IEFAISHARES TR | 1,476 | $115K | shares |
| KOCOCA COLA CO | 1,590 | $114K | shares |
| IJRISHARES TR | 959 | $112K | shares |
| XOMEXXON MOBIL CORP | 943 | $111K | shares |
| MCDMCDONALDS CORP | 354 | $108K | shares |
| GNRSPDR INDEX SHS FDS | 1,862 | $107K | shares |
| IAGGISHARES TR | 2,046 | $106K | shares |
| CRMSALESFORCE INC | 385 | $105K | shares |
| MARMARRIOTT INTL INC NEW | 423 | $105K | shares |
| SOSOUTHERN CO | 1,147 | $103K | shares |
| EXEELCHESAPEAKE ENERGY CORP -CW26 | 1,580 | $103K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 1,750 | $101K | shares |
| GWWWW GRAINGER INC | 93 | $96.7K | shares |
| NSCNORFOLK SOUTHN CORP | 380 | $94.4K | shares |
| FEFIRSTENERGY CORP | 2,126 | $94.3K | shares |
| NBTBNBT BANCORP INC | 2,051 | $90.7K | shares |
| SJMSMUCKER J M CO | 718 | $87K | shares |
| SHVISHARES TR | 752 | $83.2K | shares |
| BXBLACKSTONE INC | 536 | $82.1K | shares |
| MDLZMONDELEZ INTL INC | 1,100 | $81K | shares |
| MRVLMARVELL TECHNOLOGY INC | 1,101 | $79.4K | shares |
| PEPPEPSICO INC | 466 | $79.3K | shares |
| XLUSELECT SECTOR SPDR TR | 963 | $77.8K | shares |
| ADIANALOG DEVICES INC | 329 | $75.7K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 467 | $75K | shares |
| BABOEING CO | 472 | $71.8K | shares |
| XLESELECT SECTOR SPDR TR | 811 | $71.2K | shares |
| AMGNAMGEN INC | 216 | $69.5K | shares |
| EXEEXPAND ENERGY CORPORATION | 844 | $69.4K | shares |
| CITHE CIGNA GROUP | 200 | $69.3K | shares |
| IWMISHARES TR | 304 | $67.2K | shares |
| MTBM & T BK CORP | 367 | $65.4K | shares |
| ABTABBOTT LABORATORIES | 561 | $64K | shares |
| FHLCFIDELITY COVINGTON TRUST | 869 | $63.2K | shares |
| FRELFIDELITY COVINGTON TRUST | 2,035 | $60K | shares |
| CRWDCROWDSTRIKE HLDGS INC | 211 | $59.2K | shares |
| VOOVANGUARD INDEX FDS | 111 | $58.6K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 124 | $57.7K | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 123 | $56.6K | shares |
| SLBSLB LIMITED | 1,339 | $56.2K | shares |
| IFGLISHARES TR | 2,429 | $55.4K | shares |
| ABBVABBVIE INC | 277 | $54.8K | shares |
| SUBISHARES TR | 513 | $54.5K | shares |
| AMTAMERICAN TOWER CORP | 234 | $54.4K | shares |
| TIPISHARES TR | 471 | $52K | shares |
| CORCENCORA INC | 230 | $51.8K | shares |
| VLOVALERO ENERGY CORP | 382 | $51.6K | shares |
| STIPISHARES TR | 508 | $51.5K | shares |
| NVONOVO-NORDISK A S | 432 | $51.4K | shares |
| MASMASCO CORP | 611 | $51.3K | shares |
| PRUPRUDENTIAL FINL INC | 419 | $50.7K | shares |
| ISHARES TRISHARES TR | 2,150 | $50.1K | shares |
| COMTISHARES U S ETF TR | 1,895 | $49.1K | shares |
| CCJCAMECO CORP | 1,022 | $48.8K | shares |
| ENVXENOVIX CORPORATION | 5,190 | $48.5K | shares |
| MRSHMARSH & MCLENNAN COS INC | 214 | $47.7K | shares |
| BLACKROCK INCBLACKROCK INC | 50 | $47.5K | shares |
| CDWCDW CORP | 205 | $46.4K | shares |
| USMVISHARES TR | 504 | $46K | shares |
| CEGCONSTELLATION ENERGY CORP | 173 | $45K | shares |
| EOGEOG RES INC | 359 | $44.1K | shares |
| DVNDEVON ENERGY CORP NEW | 1,033 | $40.4K | shares |
| DKNGDRAFTKINGS INC NEW | 1,000 | $39.2K | shares |
| PMPHILIP MORRIS INTL INC | 320 | $38.8K | shares |
| AAGILENT TECHNOLOGIES INC | 259 | $38.4K | shares |
| CZFSCITIZENS FINL SVCS INC | 646 | $38K | shares |
| GEGE AEROSPACE | 195 | $36.8K | shares |
| HONHONEYWELL INTL INC | 176 | $36.4K | shares |
| NKENIKE INC | 410 | $36.2K | shares |
| SBACSBA COMMUNICATIONS CORP | 149 | $35.8K | shares |
| UMHUMH PPTYS INC | 1,816 | $35.7K | shares |
| ENPHENPHASE ENERGY INC | 300 | $33.9K | shares |
| MUMICRON TECHNOLOGY INC | 323 | $33.5K | shares |
| MEDPMEDPACE HLDGS INC | 100 | $33.4K | shares |
| ETENERGY TRANSFER L P | 1,986 | $31.9K | shares |
| VKTXVIKING THERAPEUTICS INC | 500 | $31.7K | shares |
| VZVERIZON COMMUNICATIONS INC | 693 | $31.1K | shares |
| HALHALLIBURTON CO | 1,050 | $30.5K | shares |
| CCICROWN CASTLE INC | 250 | $29.7K | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001696497-25-000001 | base | 2025-02-13 | acceptance time not in the bulk data set |