Stone House Investment Management, LLC Top Holdings and 13F Report (2024) About Stone House Investment Management, LLCInvestment ActivityStone House Investment Management, LLC has $393.53 million in total holdings as of March 31, 2024.Stone House Investment Management, LLC owns shares of 50 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.98% of the portfolio was purchased this quarter.About 23.13% of the portfolio was sold this quarter.This quarter, Stone House Investment Management, LLC has purchased 380 new stocks and bought additional shares in 8 stocks.Stone House Investment Management, LLC sold shares of 40 stocks and completely divested from 331 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $59,801,519SPDR S&P 500 ETF Trust $40,233,974iShares Core Total USD Bond Market ETF $39,686,779iShares S&P 500 Growth ETF $26,526,135Procter & Gamble $25,268,753 Largest New Holdings this Quarter 46432F396 - iShares MSCI USA Momentum Factor ETF $6,044,423 Holding Largest Purchases this Quarter iShares MSCI USA Momentum Factor ETF 29,211 shares (about $6.04M)iShares Gold Trust 26,703 shares (about $1.32M)ISHARES BITCOIN TRUST ETF 3,259 shares (about $172.89K)Vanguard Mid-Cap ETF 486 shares (about $128.38K)iShares Convertible Bond ETF 1,036 shares (about $88.03K) Largest Sales this Quarter iShares Core Total USD Bond Market ETF 328,963 shares (about $14.87M)Procter & Gamble 74,783 shares (about $12.54M)iShares Core S&P 500 ETF 19,172 shares (about $11.29M)SPDR S&P 500 ETF Trust 11,922 shares (about $6.99M)iShares S&P 500 Growth ETF 52,298 shares (about $5.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStone House Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$59,801,519$11,286,149 ▼-15.9%101,58615.2%ETFSPYSPDR S&P 500 ETF Trust$40,233,974$6,987,275 ▼-14.8%68,64910.2%FinanceIUSBiShares Core Total USD Bond Market ETF$39,686,779$14,869,129 ▼-27.3%878,02610.1%ManufacturingIVWiShares S&P 500 Growth ETF$26,526,135$5,309,816 ▼-16.7%261,2646.7%ETFPGProcter & Gamble$25,268,753$12,537,391 ▼-33.2%150,7236.4%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$23,395,493$3,880,550 ▼-14.2%131,3765.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$22,674,773$4,093,949 ▼-15.3%442,4355.8%ETFEFViShares MSCI EAFE Value ETF$17,915,545$1,681,399 ▼-8.6%341,4444.6%ETFEFGiShares MSCI EAFE Growth ETF$16,772,650$2,061,032 ▼-10.9%173,2174.3%ETFIXUSiShares Core MSCI Total International Stock ETF$15,962,862$2,199,879 ▼-12.1%241,3504.1%ManufacturingIVEiShares S&P 500 Value ETF$11,832,156$2,001,772 ▼-14.5%61,9873.0%ETFMBBiShares MBS ETF$10,256,614$1,811,598 ▼-15.0%111,8742.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$9,848,748$816,945 ▼-7.7%177,6152.5%ManufacturingIYWiShares U.S. Technology ETF$9,514,545$2,195,946 ▼-18.8%59,6452.4%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$9,203,104$1,051,659 ▼-10.3%94,9752.3%FinanceMUBiShares National Muni Bond ETF$6,994,099$538,188 ▼-7.1%65,6411.8%ETFMTUMiShares MSCI USA Momentum Factor ETF$6,044,423$6,044,423 ▲New Holding29,2111.5%ETFBINCiShares Flexible Income Active ETF$5,192,451$834,092 ▼-13.8%99,8161.3%ETFIWViShares Russell 3000 ETF$4,840,563$422,488 ▼-8.0%14,4821.2%ETFTLTiShares 20+ Year Treasury Bond ETF$4,176,637$778,895 ▼-15.7%47,8261.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,815,888$687,375 ▼-15.3%73,0731.0%ETFIFRAiShares U.S. Infrastructure ETF$2,920,508$281,441 ▼-8.8%63,0920.7%ETFEFAiShares MSCI EAFE ETF$2,063,632$114,776 ▼-5.3%27,2930.5%FinanceISTBiShares Core 1-5 Year USD Bond ETF$1,666,498$207,894 ▼-11.1%34,8860.4%ManufacturingEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,523,522$339,233 ▼-18.2%17,1110.4%ETFAAPLApple$1,486,438$44,072 ▼-2.9%5,9360.4%Computer and TechnologyIAUiShares Gold Trust$1,394,289$1,322,055 ▲1,830.2%28,1620.4%FinanceTLHiShares 10-20 Year Treasury Bond ETF$1,215,716$60,920 ▼-4.8%12,2130.3%ETFOEFiShares S&P 100 ETF$1,012,625$124,773 ▼-11.0%3,5060.3%ETFUPROProShares UltraPro S&P 500$994,510$178,250 ▼-15.2%11,2200.3%ETFCZNCCitizens & Northern$940,509$831,234 ▼-46.9%50,5650.2%FinanceAMZNAmazon.com$832,146$508,107 ▼-37.9%3,7930.2%Retail/WholesaleNVDANVIDIA$827,903$130,396 ▼-13.6%6,1650.2%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$630,233$437,269 ▼-41.0%6,1010.2%ETFVOVanguard Mid-Cap ETF$610,207$128,381 ▲26.6%2,3100.2%ETFPFISPeoples Financial Services$598,906$614 ▲0.1%11,7020.2%FinanceGOVTiShares U.S. Treasury Bond ETF$553,689$169,434 ▼-23.4%24,0940.1%ETFMSFTMicrosoft$540,346$88,934 ▼-14.1%1,2820.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$480,965$103,496 ▼-17.7%7,7190.1%ETFICVTiShares Convertible Bond ETF$426,645$88,031 ▲26.0%5,0210.1%ETFGOOGAlphabet$364,605$168,689 ▼-31.6%1,9150.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$363,302$19,453 ▲5.7%2,0730.1%ETFTSLATesla$329,7350.0%8170.1%Auto/Tires/TrucksHEFAiShares Currency Hedged MSCI EAFE ETF$327,546$20,884 ▼-6.0%9,4260.1%ETFGOOGLAlphabet$274,724$279,457 ▼-50.4%1,4510.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$266,046$172,890 ▲185.6%5,0150.1%SHS BEN INTAMDAdvanced Micro Devices$239,647$7,489 ▲3.2%1,9840.1%Computer and TechnologyJPMJPMorgan Chase & Co.$235,664$34,762 ▼-12.9%9830.1%FinanceHDHome Depot$229,051$7,000 ▼-3.0%5890.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$225,813$290 ▲0.1%7790.1%ETFIGEBiShares Investment Grade Bond Factor ETF$0$754,795 ▼-100.0%00.0%ETFLOWLowe's Companies$0$212,279 ▼-100.0%00.0%Retail/WholesaleCOSTCostco Wholesale$0$207,535 ▼-100.0%00.0%Retail/WholesaleTJXTJX Companies$0$198,242 ▼-100.0%00.0%Retail/WholesaleUNHUnitedHealth Group$0$186,637 ▼-100.0%00.0%MedicalDGROiShares Core Dividend Growth ETF$0$186,361 ▼-100.0%00.0%ETFIBMInternational Business Machines$0$169,717 ▼-100.0%00.0%Computer and TechnologyMAMastercard$0$164,929 ▼-100.0%00.0%Business ServicesWMTWalmart$0$158,935 ▼-100.0%00.0%Retail/WholesalePFEPfizer$0$158,565 ▼-100.0%00.0%MedicalLLYEli Lilly and Company$0$142,420 ▼-100.0%00.0%MedicalQQQInvesco QQQ$0$140,847 ▼-100.0%00.0%FinanceCBUCommunity Bank System$0$137,045 ▼-100.0%00.0%FinanceMETAMeta Platforms$0$130,836 ▼-100.0%00.0%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$0$130,722 ▼-100.0%00.0%ManufacturingMRKMerck & Co., Inc.$0$130,594 ▼-100.0%00.0%MedicalGDGeneral Dynamics$0$129,401 ▼-100.0%00.0%AerospaceXLVHealth Care Select Sector SPDR Fund$0$127,522 ▼-100.0%00.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$0$127,123 ▼-100.0%00.0%ETFCVXChevron$0$126,719 ▼-100.0%00.0%EnergyPANWPalo Alto Networks$0$123,048 ▼-100.0%00.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$0$115,206 ▼-100.0%00.0%ETFKOCoca-Cola$0$114,269 ▼-100.0%00.0%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$0$112,144 ▼-100.0%00.0%ETFXOMExxon Mobil$0$110,579 ▼-100.0%00.0%EnergyMCDMcDonald's$0$107,710 ▼-100.0%00.0%Retail/WholesaleGNRSPDR S&P Global Natural Resources ETF$0$107,388 ▼-100.0%00.0%ETFIAGGiShares Core International Aggregate Bond ETF$0$106,028 ▼-100.0%00.0%ETFCRMSalesforce$0$105,378 ▼-100.0%00.0%Computer and TechnologyMARMarriott International$0$105,158 ▼-100.0%00.0%Consumer DiscretionarySOSouthern$0$103,436 ▼-100.0%00.0%UtilitiesCHKELChesapeake Energy$0$102,984 ▼-100.0%00.0%EnergyCMGChipotle Mexican Grill$0$100,835 ▼-100.0%00.0%Retail/WholesaleGWWW.W. Grainger$0$96,666 ▼-100.0%00.0%IndustrialsNSCNorfolk Southern$0$94,360 ▼-100.0%00.0%TransportationFEFirstEnergy$0$94,287 ▼-100.0%00.0%UtilitiesNBTBNBT Bancorp$0$90,712 ▼-100.0%00.0%FinanceSJMJ. M. Smucker$0$86,954 ▼-100.0%00.0%Consumer StaplesSHViShares Short Treasury Bond ETF$0$83,152 ▼-100.0%00.0%ETFBXBlackstone$0$82,078 ▼-100.0%00.0%FinanceMDLZMondelez International$0$81,037 ▼-100.0%00.0%Consumer StaplesMRVLMarvell Technology$0$79,424 ▼-100.0%00.0%Computer and TechnologyPEPPepsiCo$0$79,317 ▼-100.0%00.0%Consumer StaplesXLUUtilities Select Sector SPDR Fund$0$77,781 ▼-100.0%00.0%ETFADIAnalog Devices$0$75,726 ▼-100.0%00.0%Computer and TechnologyICEIntercontinental Exchange$0$75,019 ▼-100.0%00.0%FinanceBABoeing$0$71,763 ▼-100.0%00.0%AerospaceXLEEnergy Select Sector SPDR Fund$0$71,204 ▼-100.0%00.0%ETFAMGNAmgen$0$69,455 ▼-100.0%00.0%MedicalCHKChesapeake Energy$0$69,446 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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