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 $558.05 million in total holdings as of March 31, 2025.
Stone House Investment Management, LLC owns shares of 1,069 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 14.10% 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 848 new stocks and bought additional shares in 307 stocks.
Stone House Investment Management, LLC sold shares of 131 stocks and completely divested from 115 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $65,872,990
iShares Core Total USD Bond Market ETF: $45,137,438
iShares S&P 500 Value ETF: $37,419,134
iShares S&P 500 Growth ETF: $33,575,155
iShares U.S. Equity Factor Rotation Active ETF: $33,396,294

Largest New Holdings this Quarter

00790R104 - Advanced Drainage Systems: $695,935 Holding
316188846 - FIDELITY MERRIMACK STR TR: $140,016 Holding
47215P106 - JD.com: $118,280 Holding
31423L404 - FEDERATED HERMES ETF TRUST: $101,083 Holding
05156V102 - Aurinia Pharmaceuticals: $98,108 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 38,188 shares (about $24.94M)
iShares MSCI EAFE Growth ETF: 143,759 shares (about $16.01M)
iShares U.S. Treasury Bond ETF: 541,489 shares (about $12.41M)
iShares U.S. Aerospace & Defense ETF: 20,964 shares (about $4.59M)
FIDELITY COVINGTON TRUST: 114,290 shares (about $4.25M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 ETF: 797,565 shares (about $61.04M)
iShares Core MSCI Total International Stock ETF: 328,158 shares (about $28.57M)
iShares S&P 100 ETF: 81,813 shares (about $26.02M)
iShares Gold Trust: 82,308 shares (about $7.26M)
Fidelity Total Bond ETF: 148,191 shares (about $6.76M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$65,872,990	$24,944,794 â–²	60.9%	100,845	11.8%	ETF
IUSB iShares Core Total USD Bond Market ETF	$45,137,438	$1,579,098 â–²	3.6%	977,212	8.1%	Manufacturing
IVE iShares S&P 500 Value ETF	$37,419,134	$4,606,023 â–¼	-11.0%	177,216	6.7%	ETF
IVW iShares S&P 500 Growth ETF	$33,575,155	$1,718,482 â–²	5.4%	296,836	6.0%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$33,396,294	$4,893,459 â–¼	-12.8%	574,017	6.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$31,274,565	$2,490,981 â–¼	-7.4%	448,381	5.6%	ETF
PG Procter & Gamble	$30,066,915	$1,558,652 â–¼	-4.9%	208,162	5.4%	Consumer Staples
FBND Fidelity Total Bond ETF	$29,784,606	$6,760,472 â–¼	-18.5%	652,885	5.3%	ETF
EFV iShares MSCI EAFE Value ETF	$28,524,360	$467,736 â–¼	-1.6%	383,650	5.1%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$18,282,910	$756,005 â–²	4.3%	181,522	3.3%	ETF
EFG iShares MSCI EAFE Growth ETF	$17,718,564	$16,010,478 â–²	937.3%	159,096	3.2%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$16,521,994	$362,330 â–²	2.2%	86,137	3.0%	ETF
FIDELITY COVINGTON TRUST	$16,489,905	$4,251,588 â–²	34.7%	443,277	3.0%	ENHANCED INTL
BLACKROCK ETF TRUST	$15,485,450	$1,498,830 â–²	10.7%	469,968	2.8%	ISHARES A I INNO
MTUM iShares MSCI USA Momentum Factor ETF	$15,068,325	$898,767 â–²	6.3%	62,787	2.7%	ETF
BTHM BlackRock Future U.S. Themes ETF	$15,050,317	$738,961 â–²	5.2%	415,525	2.7%	ETF
MBB iShares MBS ETF	$13,378,162	$527,922 â–²	4.1%	140,897	2.4%	ETF
GOVT iShares U.S. Treasury Bond ETF	$12,962,470	$12,405,505 â–²	2,227.3%	565,800	2.3%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$10,748,953	$4,585,882 â–²	74.4%	49,138	1.9%	ETF
IAGG iShares Core International Aggregate Bond ETF	$10,246,044	$635,208 â–²	6.6%	204,757	1.8%	ETF
MUB iShares National Muni Bond ETF	$6,716,648	$1,008,851 â–²	17.7%	63,275	1.2%	ETF
BINC iShares Flexible Income Active ETF	$6,550,624	$1,496,627 â–¼	-18.6%	126,143	1.2%	ETF
IAU iShares Gold Trust	$4,039,311	$7,256,266 â–¼	-64.2%	45,818	0.7%	Finance
ISTB iShares Core 1-5 Year USD Bond ETF	$2,361,876	$76,469 â–²	3.3%	48,739	0.4%	Manufacturing
AAPL Apple	$2,042,985	$236,783 â–²	13.1%	8,050	0.4%	Computer and Technology
NVDA NVIDIA	$1,309,321	$57,374 â–²	4.6%	7,508	0.2%	Computer and Technology
AMZN Amazon.com	$1,280,444	$15,412 â–²	1.2%	6,148	0.2%	Retail/Wholesale
CZNC Citizens & Northern	$1,259,373	$164,043 â–¼	-11.5%	56,373	0.2%	Finance
GOOGL Alphabet	$993,106	$195,803 â–²	24.6%	3,454	0.2%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$892,014	$6,452 â–²	0.7%	8,986	0.2%	Finance
GOOG Alphabet	$782,615		0.0%	2,728	0.1%	Computer and Technology
MSFT Microsoft	$710,560	$18,504 â–²	2.7%	1,920	0.1%	Computer and Technology
WMS Advanced Drainage Systems	$695,935	$695,935 â–²	New Holding	5,075	0.1%	Construction
JPIE JPMorgan Income ETF	$643,137	$324,102 â–²	101.6%	13,960	0.1%	ETF
VONG Vanguard Russell 1000 Growth ETF	$588,267	$9,653 â–¼	-1.6%	5,363	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$570,859	$2,094 â–²	0.4%	8,453	0.1%	ETF
VO Vanguard Mid-Cap ETF	$566,855	$2,297 â–²	0.4%	1,974	0.1%	ETF
PFIS Peoples Financial Services	$542,879	$747 â–²	0.1%	10,180	0.1%	Finance
OEF iShares S&P 100 ETF	$518,067	$26,018,794 â–¼	-98.0%	1,629	0.1%	ETF
FQAL Fidelity Quality Factor ETF	$516,262	$27,443 â–²	5.6%	7,111	0.1%	ETF
XOM ExxonMobil	$501,531	$121,820 â–²	32.1%	2,956	0.1%	Energy
VGSH Vanguard Short-Term Treasury ETF	$496,185	$143,891 â–²	40.8%	8,476	0.1%	ETF
IUSV iShares Core S&P U.S. Value ETF	$494,998	$3,886 â–²	0.8%	4,841	0.1%	Manufacturing
VTV Vanguard Value ETF	$488,930	$4,905 â–²	1.0%	2,492	0.1%	ETF
PNC The PNC Financial Services Group	$418,487	$418,279 â–²	201,000.0%	2,011	0.1%	Finance
VEA Vanguard FTSE Developed Markets ETF	$418,186	$56,390 â–¼	-11.9%	6,526	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$403,017	$6,525 â–¼	-1.6%	2,100	0.1%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$377,906	$4,915 â–²	1.3%	4,075	0.1%	ETF
CB Chubb	$371,460	$1,303 â–²	0.4%	1,140	0.1%	Finance
AMD Advanced Micro Devices	$364,953	$1,627 â–¼	-0.4%	1,794	0.1%	Computer and Technology
BNDX Vanguard Total International Bond ETF	$349,468	$153,568 â–²	78.4%	7,273	0.1%	ETF
JPM JPMorgan Chase & Co.	$346,474	$11,471 â–¼	-3.2%	1,178	0.1%	Finance
VOO Vanguard S&P 500 ETF	$335,823	$189,423 â–²	129.4%	562	0.1%	ETF
WALMART INC	$330,862	$124 â–²	0.0%	2,662	0.1%	COM
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$328,415	$163,333 â–²	98.9%	11,459	0.1%	ETF
BND Vanguard Total Bond Market ETF	$321,218	$155,675 â–²	94.0%	4,362	0.1%	ETF
GLD SPDR Gold Shares	$307,657	$21,514 â–²	7.5%	715	0.1%	Finance
TSLA Tesla	$278,255	$4,458 â–¼	-1.6%	749	0.0%	Auto/Tires/Trucks
FIDELITY WISE ORIGIN BITCOIN	$275,257	$109,265 â–²	65.8%	4,663	0.0%	SHS
ICVT iShares Convertible Bond ETF	$261,706	$249,186 â–¼	-48.8%	2,571	0.0%	ETF
VYM Vanguard High Dividend Yield ETF	$253,726	$11,257 â–²	4.6%	1,713	0.0%	Financial Services
SPY SPDR S&P 500 ETF Trust	$250,698	$20,186 â–¼	-7.5%	385	0.0%	Finance
AIQ Global X Artificial Intelligence & Technology ETF	$243,897	$60,204 â–¼	-19.8%	5,226	0.0%	ETF
GE GE Aerospace	$240,746		0.0%	848	0.0%	Aerospace
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF	$240,038	$2,470 â–²	1.0%	3,595	0.0%	ETF
HD Home Depot	$227,780	$33,197 â–²	17.1%	693	0.0%	Retail/Wholesale
DLN WisdomTree U.S. LargeCap Dividend Fund	$226,898		0.0%	2,540	0.0%	Finance
CBU Community Financial System	$223,339		0.0%	3,808	0.0%	Finance
TJX TJX Companies	$222,679	$5,271 â–²	2.4%	1,394	0.0%	Retail/Wholesale
NBTB NBT Bancorp	$219,922	$43 â–²	0.0%	5,165	0.0%	Finance
VUG Vanguard Growth ETF	$217,521	$9,609 â–²	4.6%	498	0.0%	ETF
MU Micron Technology	$212,501	$196,960 â–²	1,267.4%	629	0.0%	Computer and Technology
COST Costco Wholesale	$211,344	$997 â–²	0.5%	212	0.0%	Retail/Wholesale
SPHQ Invesco S&P 500 Quality ETF	$210,908	$89,777 â–²	74.1%	2,805	0.0%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$204,594	$50,972 â–¼	-19.9%	2,601	0.0%	Manufacturing
UGI UGI	$203,442	$1,020 â–²	0.5%	5,586	0.0%	Utilities
META Meta Platforms	$201,794	$69,170 â–¼	-25.5%	353	0.0%	Computer and Technology
HON Honeywell International	$198,002	$158,221 â–²	397.7%	876	0.0%	Multi-Sector Conglomerates
GDX VanEck Gold Miners ETF	$197,306	$15,050 â–²	8.3%	2,150	0.0%	ETF
IYW iShares U.S. Technology ETF	$194,143	$825,743 â–¼	-81.0%	1,070	0.0%	Manufacturing
QQQ Invesco QQQ	$192,336	$29,457 â–¼	-13.3%	333	0.0%	Finance
LOW Lowe's Companies	$187,633	$24,104 â–¼	-11.4%	794	0.0%	Retail/Wholesale
CVX Chevron	$183,284	$37,029 â–¼	-16.8%	886	0.0%	Energy
DGRO iShares Core Dividend Growth ETF	$180,839	$772 â–²	0.4%	2,577	0.0%	ETF
BRK.B Berkshire Hathaway	$177,783	$59,421 â–²	50.2%	371	0.0%	Finance
GVAL Cambria Global Value ETF	$174,143		0.0%	5,250	0.0%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$172,473		0.0%	829	0.0%	ETF
GE VERNOVA INC	$172,023	$873 â–²	0.5%	197	0.0%	COM
XLV Health Care Select Sector SPDR Fund	$170,466	$9,820 â–²	6.1%	1,163	0.0%	ETF
EXPAND ENERGY CORPORATION	$170,322	$12,189 â–²	7.7%	1,551	0.0%	COM
MRK Merck & Co., Inc.	$168,366	$19,362 â–²	13.0%	1,400	0.0%	Medical
BA Boeing	$168,180	$55,728 â–²	49.6%	845	0.0%	Aerospace
MCD McDonald's	$167,441	$1,553 â–²	0.9%	539	0.0%	Retail/Wholesale
PEP PepsiCo	$163,171	$10,247 â–²	6.7%	1,051	0.0%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$162,878	$85,565 â–²	110.7%	5,309	0.0%	ETF
VYMI Vanguard International High Dividend Yield ETF	$152,952	$1,696 â–²	1.1%	1,623	0.0%	ETF
GD General Dynamics	$152,457	$12,705 â–²	9.1%	444	0.0%	Aerospace
IBM International Business Machines	$148,396	$30,310 â–¼	-17.0%	612	0.0%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$143,514		0.0%	2,532	0.0%	ETF
FIDELITY MERRIMACK STR TR	$140,016	$140,016 â–²	New Holding	2,821	0.0%	SYSTEMATIC MUN

Showing largest 100 holdings. View all holdings.

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

About Stone House Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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

About Stone House Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStone House Investment Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools