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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 $493.37 million in total holdings as of March 31, 2025.
  • Stone House Investment Management, LLC owns shares of 437 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 25.83% of the portfolio was purchased this quarter.
  • About 4.48% of the portfolio was sold this quarter.
  • This quarter, Stone House Investment Management, LLC has purchased 50 new stocks and bought additional shares in 37 stocks.
  • Stone House Investment Management, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

464288158 - iShares Short-Term National Muni Bond ETF
$1,734,443 Holding
25459W862 - Direxion Daily S&P 500 Bull 3x Shares
$921,500 Holding
09290C806 - BlackRock Future U.S. Themes ETF
$902,772 Holding
092528843 - BLACKROCK ETF TRUST II
$731,063 Holding
464287663 - iShares Core S&P U.S. Value ETF
$632,371 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
23,858 shares (about $13.35M)
iShares Core Total USD Bond Market ETF
242,120 shares (about $11.16M)
Procter & Gamble
58,175 shares (about $9.91M)
iShares S&P 500 Value ETF
49,840 shares (about $9.50M)
iShares 10-20 Year Treasury Bond ETF
76,032 shares (about $7.89M)

Largest Sales this Quarter

iShares MSCI EAFE Growth ETF
54,138 shares (about $5.41M)
iShares Russell 3000 ETF
14,291 shares (about $4.53M)
iShares 20+ Year Treasury Bond ETF
38,985 shares (about $3.55M)
iShares MSCI EAFE ETF
26,970 shares (about $2.21M)
iShares U.S. Infrastructure ETF
48,458 shares (about $2.18M)

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
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$60,970,408$3,889,457 6.8%108,50812.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$51,747,603$13,345,956 34.8%92,50710.5%Finance
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$51,616,309$11,156,886 27.6%1,120,14610.5%Manufacturing
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$35,600,404$9,914,185 38.6%208,8987.2%Consumer Staples
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$29,255,907$5,002,790 20.6%315,1565.9%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$28,815,611$6,364,791 28.3%168,6215.8%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$26,297,539$4,724,406 21.9%539,3265.3%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$21,711,824$4,863,175 28.9%311,0134.4%Manufacturing
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$21,312,063$9,498,540 80.4%111,8274.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$19,296,568$828,167 -4.1%327,3933.9%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$11,907,905$5,413,802 -31.3%119,0792.4%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$11,568,741$1,077,161 10.3%123,3602.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$10,959,731$1,564,814 16.7%110,7942.2%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$9,995,235$1,618,708 19.3%71,1712.0%Manufacturing
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$9,691,979$92,827 -0.9%175,9302.0%Manufacturing
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$9,155,452$7,888,349 622.5%88,2451.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$9,091,489$5,147,728 130.5%168,4541.8%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$7,925,279$6,975,751 734.7%29,2631.6%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$7,244,896$1,340,517 22.7%35,8431.5%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$7,072,882$1,844,512 35.3%135,0301.4%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$6,354,577$4,694,149 282.7%107,7781.3%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$4,760,600$2,160,564 -31.2%45,1501.0%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$3,515,338$3,173,269 927.7%96,8680.7%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$2,269,087$719,009 46.4%25,0480.5%ETF
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$1,997,874$311,133 18.4%41,3210.4%Manufacturing
Citizens & Northern Co. stock logo
CZNC
Citizens & Northern
$1,984,617$967,249 95.1%98,6390.4%Finance
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,734,443$1,734,443 New Holding16,4250.4%ETF
Apple Inc. stock logo
AAPL
Apple
$1,494,811$176,161 13.4%6,7290.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,173,333$451,677 62.6%6,1670.2%Retail/Wholesale
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$921,500$921,500 New Holding6,5640.2%ETF
BTHM
BlackRock Future U.S. Themes ETF
$902,772$902,772 New Holding28,4880.2%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$804,772$3,548,698 -81.5%8,8410.2%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$740,348$72,181 10.8%6,8310.2%Computer and Technology
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$738,144$172,033 30.4%7,9550.1%ETF
BLACKROCK ETF TRUST II
$731,063$731,063 New Holding14,7600.1%ISHARES HIGH YIE
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$722,875$363,776 101.3%4,1730.1%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$680,667$126,875 22.9%29,6140.1%ETF
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$660,027$240,215 57.2%7,8940.1%ETF
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$659,563$2,184,031 -76.8%14,6340.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$655,520$58,182 9.7%2,5350.1%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$632,371$632,371 New Holding6,8520.1%Manufacturing
Microsoft Co. stock logo
MSFT
Microsoft
$606,909$125,736 26.1%1,6170.1%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$540,902$90,500 20.1%9,2700.1%ETF
Peoples Financial Services Corp. stock logo
PFIS
Peoples Financial Services
$519,099$1,290 -0.2%11,6730.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$483,582$184,371 61.6%3,0950.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$466,627$242,281 108.0%3,0180.1%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$339,121$339,121 New Holding1,1230.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$322,188$80,976 33.6%1,3130.1%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$278,141$278,141 New Holding2,9700.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$269,415$55,258 25.8%9800.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$267,035$267,035 New Holding1,8290.1%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$249,781$249,781 New Holding2640.1%Retail/Wholesale
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$245,359$245,359 New Holding4,2940.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$231,066$15,038 7.0%6300.0%Retail/Wholesale
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$223,530$223,530 New Holding2,8350.0%ETF
Columbia EM Core ex-China ETF stock logo
XCEM
Columbia EM Core ex-China ETF
$216,905$216,905 New Holding7,3440.0%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$212,154$212,154 New Holding1,7420.0%Retail/Wholesale
Community Bank System, Inc. stock logo
CBU
Community Bank System
$204,582$204,582 New Holding3,5980.0%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$197,604$197,604 New Holding7950.0%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$196,336$7,500 -3.7%1,9110.0%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$190,198$190,198 New Holding3470.0%Business Services
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$187,198$187,198 New Holding8030.0%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$183,601$183,601 New Holding2,0910.0%Retail/Wholesale
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$176,276$176,276 New Holding8750.0%ETF
Chevron Co. stock logo
CVX
Chevron
$175,061$175,061 New Holding1,0460.0%Energy
Fidelity MSCI Real Estate Index ETF stock logo
FREL
Fidelity MSCI Real Estate Index ETF
$169,412$169,412 New Holding6,1670.0%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$168,589$168,589 New Holding3220.0%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$163,461$163,461 New Holding2840.0%Computer and Technology
iShares High Yield Systematic Bond ETF stock logo
HYDB
iShares High Yield Systematic Bond ETF
$153,655$153,655 New Holding3,2630.0%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$151,934$151,934 New Holding1,6420.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$151,479$60,074 -28.4%5850.0%Auto/Tires/Trucks
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$151,416$151,416 New Holding1,8540.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$148,451$148,451 New Holding3170.0%Finance
MIDU
Direxion Daily Mid Cap Bull 3X Shares
$146,509$146,509 New Holding3,5500.0%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$143,416$143,416 New Holding2,3210.0%ETF
ISHARES BITCOIN TRUST ETF
$142,724$92,029 -39.2%3,0490.0%SHS BEN INT
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$141,835$141,835 New Holding2,1380.0%ETF
FIDELITY WISE ORIGIN BITCOIN
$131,849$131,849 New Holding1,8320.0%SHS
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$130,909$130,909 New Holding5,2280.0%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$129,382$129,382 New Holding1,0880.0%Energy
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$128,544$128,544 New Holding2,8270.0%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$128,321$128,321 New Holding7520.0%Computer and Technology
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$124,542$124,542 New Holding5,7340.0%ETF
GE Aerospace stock logo
GE
GE Aerospace
$122,304$122,304 New Holding6110.0%Industrials
General Dynamics Co. stock logo
GD
General Dynamics
$120,807$120,807 New Holding4430.0%Aerospace
McDonald's Co. stock logo
MCD
McDonald's
$118,759$118,759 New Holding3800.0%Retail/Wholesale
The Coca-Cola Company stock logo
KO
Coca-Cola
$117,899$117,899 New Holding1,6460.0%Consumer Staples
Salesforce, Inc. stock logo
CRM
Salesforce
$117,273$117,273 New Holding4370.0%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$116,427$116,427 New Holding6740.0%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$113,573$113,573 New Holding2,2710.0%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$112,351$112,351 New Holding2,4440.0%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$103,224$103,224 New Holding1,1500.0%Medical
The Boeing Company stock logo
BA
Boeing
$101,818$101,818 New Holding5970.0%Aerospace
The Southern Company stock logo
SO
Southern
$100,869$100,869 New Holding1,0970.0%Utilities
Marriott International, Inc. stock logo
MAR
Marriott International
$100,759$100,759 New Holding4230.0%Consumer Discretionary
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$99,136$99,136 New Holding1,9370.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$98,763$98,763 New Holding1,9430.0%ETF
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$95,338$95,338 New Holding4030.0%Transportation
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$94,867$94,867 New Holding960.0%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$90,754$90,754 New Holding1100.0%Medical

Showing largest 100 holdings. View all holdings.
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