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Stone House Investment Management, LLC Top Holdings and 13F Report (2025)

About Stone House Investment Management, LLC

Investment Activity

  • Stone House Investment Management, LLC has $544.02 million in total holdings as of March 31, 2025.
  • Stone House Investment Management, LLC owns shares of 520 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 16.27% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Stone House Investment Management, LLC has purchased 435 new stocks and bought additional shares in 124 stocks.
  • Stone House Investment Management, LLC sold shares of 111 stocks and completely divested from 65 stocks this quarter.

Largest New Holdings this Quarter

316188309 - Fidelity Total Bond ETF
$10,886,533 Holding
31609A503 - FIDELITY COVINGTON TRUST
$293,898 Holding
316092865 - Fidelity MSCI Utilities Index ETF
$253,269 Holding
132061409 - Cambria Global Value ETF
$220,590 Holding
37960A552 - GLOBAL X FDS
$165,055 Holding

Largest Purchases this Quarter

BlackRock Future U.S. Themes ETF
345,512 shares (about $12.29M)
iShares MSCI EAFE Value ETF
186,253 shares (about $11.82M)
Fidelity Total Bond ETF
237,957 shares (about $10.89M)
iShares Core MSCI Emerging Markets ETF
172,840 shares (about $10.38M)
iShares Core International Aggregate Bond ETF
172,347 shares (about $8.81M)

Largest Sales this Quarter

Tecnoglass
168 shares (about $∞T)
iShares Core S&P 500 ETF
52,256 shares (about $32.45M)
iShares MSCI Emerging Markets ex China ETF
163,037 shares (about $10.29M)
iShares Core U.S. Aggregate Bond ETF
101,534 shares (about $10.07M)
iShares Currency Hedged MSCI EAFE ETF
86,498 shares (about $3.28M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStone House Investment Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$53,976,926$3,178,203 -5.6%87,3639.9%Finance
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$51,550,796$233,554 -0.5%1,115,0949.5%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$34,926,712$32,445,607 -48.2%56,2526.4%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$33,926,317$644,610 1.9%212,9446.2%Consumer Staples
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$33,458,490$2,631,150 8.5%183,0136.2%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$32,606,262$11,823,345 56.9%513,6466.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$32,274,811$2,423,851 -7.0%293,1415.9%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$30,130,774$759,064 2.6%553,2645.5%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$25,169,387$3,316,092 15.2%128,7964.6%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$22,077,752$1,966,691 -8.2%285,5744.1%Manufacturing
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$20,487,904$10,375,598 102.6%341,2943.8%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$13,714,843$378,000 2.8%122,4542.5%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$13,681,919$1,350,120 10.9%78,9632.5%Manufacturing
BTHM
BlackRock Future U.S. Themes ETF
$13,306,932$12,293,328 1,212.8%374,0002.4%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$13,247,498$4,341,267 48.7%43,5272.4%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$12,579,320$3,613,613 40.3%123,8122.3%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$11,392,642$189,658 -1.6%121,3402.1%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$10,886,533$10,886,533 New Holding237,9572.0%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$8,984,839$371,054 4.3%37,3871.7%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$8,890,522$8,805,202 10,320.2%174,0171.6%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$7,532,722$397,727 5.6%142,5571.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$6,378,681$1,661,433 35.2%61,0521.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$5,618,496$1,102,522 -16.4%90,0981.0%Finance
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$5,528,369$5,461,327 8,146.1%15,7501.0%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$2,576,105$256,184 11.0%27,8140.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,281,894$2,253,021 7,803.1%25,5270.4%Finance
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$2,072,390$62,126 3.1%42,5980.4%Manufacturing
Citizens & Northern Corp stock logo
CZNC
Citizens & Northern
$1,883,905$15,682 0.8%99,4670.3%Finance
Apple Inc. stock logo
AAPL
Apple
$1,428,634$48,011 3.5%6,9630.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,326,871$26,107 -1.9%6,0480.2%Retail/Wholesale
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$1,060,524$78,615 -6.9%6,1110.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,030,103$49,135 -4.6%6,5200.2%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$918,556$10,071,778 -91.6%9,2600.2%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$909,168$104,942 13.0%1,8280.2%Computer and Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$814,038$10,293,827 -92.7%12,8930.1%Manufacturing
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$797,843$744,537 1,396.7%7,7530.1%ETF
BLACKROCK ETF TRUST II
$734,101$16,339 2.3%15,0960.1%ISHARES HIGH YIE
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$601,047$108,289 -15.3%2,1480.1%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$577,309$392,633 212.6%5,1330.1%ETF
Peoples Financial Services Corp. stock logo
PFIS
Peoples Financial Services
$576,156$148 0.0%11,6700.1%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$567,307$7,629 -1.3%9,1470.1%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$560,633$308,053 -35.5%5,1340.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$527,355$21,641 -3.9%2,9730.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$520,883$10,925 -2.1%2,9560.1%Computer and Technology
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$479,253$201,284 -29.6%20,8550.1%ETF
Fidelity Quality Factor ETF stock logo
FQAL
Fidelity Quality Factor ETF
$468,307$386,009 469.0%6,7260.1%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$401,919$246,527 -38.0%4,2470.1%Manufacturing
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$393,632$3,283,354 -89.3%10,3700.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$393,600$274,477 230.4%2,2270.1%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$385,153$373,338 -49.2%2,1190.1%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$370,616$91,809 32.9%3,9480.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$365,035$254,265 229.5%6,4030.1%ETF
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$360,807$350,357 -49.3%4,0050.1%ETF
Chubb Limited stock logo
CB
Chubb
$326,334$869 0.3%1,1260.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$302,909$77,684 -20.4%1,0450.1%Finance
FIDELITY COVINGTON TRUST
$293,898$293,898 New Holding8,5400.1%ENHANCED MID
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$292,650$268,425 1,108.0%6,3180.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$267,623$3,547 -1.3%1,8860.0%Computer and Technology
ISHARES BITCOIN TRUST ETF
$260,877$74,248 39.8%4,2620.0%SHS BEN INT
Meta Platforms, Inc. stock logo
META
Meta Platforms
$259,537$50,138 23.9%3520.0%Computer and Technology
Fidelity MSCI Utilities Index ETF stock logo
FUTY
Fidelity MSCI Utilities Index ETF
$253,269$253,269 New Holding4,8150.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$248,088$17,223 7.5%6770.0%Retail/Wholesale
GVAL
Cambria Global Value ETF
$220,590$220,590 New Holding8,1010.0%ETF
NBT Bancorp Inc. stock logo
NBTB
NBT Bancorp
$214,561$129,343 151.8%5,1640.0%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$210,495$35,817 20.5%3820.0%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$207,987$53,482 -20.5%2100.0%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$204,748$293 0.1%2,0940.0%Retail/Wholesale
Community Financial System, Inc. stock logo
CBU
Community Financial System
$204,6180.0%3,5980.0%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$204,097$18,410 9.9%6430.0%Auto/Tires/Trucks
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$199,910$155,193 347.1%4560.0%ETF
FIDELITY WISE ORIGIN BITCOIN
$198,131$25,941 15.1%2,1080.0%SHS
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$194,487$20,622 -9.6%1,5750.0%Retail/Wholesale
International Business Machines Corporation stock logo
IBM
International Business Machines
$193,735$40,693 -17.4%6570.0%Computer and Technology
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$192,196$151,282 369.8%3,2460.0%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$190,073$89,575 89.1%6090.0%Medical
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$174,694$152,534 688.3%2,9720.0%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$174,536$3,548 -2.0%7870.0%Retail/Wholesale
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$169,275$154,174 1,021.0%3,4190.0%ETF
Chevron Corporation stock logo
CVX
Chevron
$166,166$16,330 10.9%1,1600.0%Energy
GLOBAL X FDS
$165,055$165,055 New Holding5,3700.0%INDIA ACTIVE ETF
AltC Acquisition Corp. stock logo
ALCC
AltC Acquisition
$162,3710.0%2,9000.0%Energy
GE Aerospace stock logo
GE
GE Aerospace
$157,477$257 0.2%6120.0%Aerospace
MIDU
Direxion Daily Mid Cap Bull 3X Shares
$156,629$3,334 -2.1%3,4760.0%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$154,580$43,540 39.2%5290.0%Retail/Wholesale
SPDR S&P Regional Banking ETF stock logo
KRE
SPDR S&P Regional Banking ETF
$152,870$152,870 New Holding2,5740.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$151,383$146,155 2,795.8%2,0560.0%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$151,338$34,062 29.0%1,4040.0%Energy
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$150,985$145,749 2,783.5%5,2480.0%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$148,837$448 0.3%2,3280.0%ETF
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$148,507$148,507 New Holding7530.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$143,975$116,513 424.3%1,0800.0%ETF
NuScale Power Corporation stock logo
SMR
NuScale Power
$140,4380.0%3,5500.0%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$140,385$15,296 12.2%6700.0%Aerospace
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$139,167$81,796 142.6%2450.0%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$132,056$62,937 -32.3%2350.0%Business Services
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$127,824$42,582 50.0%1,6510.0%Computer and Technology
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$126,0330.0%5,7340.0%ETF
General Dynamics Corporation stock logo
GD
General Dynamics
$118,763$10,505 -8.1%4070.0%Aerospace
CrowdStrike stock logo
CRWD
CrowdStrike
$118,669$21,391 22.0%2330.0%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$116,645$37,245 -24.2%5700.0%Computer and Technology

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