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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 $768.17 million in total holdings as of March 31, 2025.
  • Stone House Investment Management, LLC owns shares of 215 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 10.54% of the portfolio was purchased this quarter.
  • About 7.40% of the portfolio was sold this quarter.
  • This quarter, Stone House Investment Management, LLC has purchased 1,339 new stocks and bought additional shares in 110 stocks.
  • Stone House Investment Management, LLC sold shares of 46 stocks and completely divested from 1,147 stocks this quarter.

Largest New Holdings this Quarter

464288240 - iShares MSCI ACWI ex U.S. ETF
$18,597,453 Holding
46438G448 - ISHARES TR
$564,550 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$518,738 Holding
92204A702 - Vanguard Information Technology ETF
$127,681 Holding

Largest Purchases this Quarter

iShares MSCI ACWI ex U.S. ETF
245,933 shares (about $18.60M)
iShares Core Total USD Bond Market ETF
349,939 shares (about $15.43M)
BLACKROCK ETF TRUST
363,067 shares (about $13.20M)
iShares Core S&P 500 ETF
7,712 shares (about $5.91M)
BLACKROCK ETF TRUST
105,476 shares (about $5.16M)

Largest Sales this Quarter

iShares MSCI USA Momentum Factor ETF
44,900 shares (about $14.24M)
iShares MBS ETF
140,260 shares (about $12.57M)
iShares Core MSCI Emerging Markets ETF
112,279 shares (about $9.11M)
iShares MSCI EAFE Growth ETF
21,688 shares (about $2.60M)
Procter & Gamble
11,723 shares (about $1.70M)

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
$112,589,016$5,906,229 ▲5.5%147,01214.7%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$72,876,965$15,428,808 ▲26.9%1,652,9149.5%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$61,608,238$1,697,093 ▲2.8%686,3668.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$44,797,319$1,640,682 ▲3.8%314,8985.8%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$42,595,780$1,710,790 ▲4.2%615,0135.5%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$35,811,569$207,963 ▼-0.6%156,8764.7%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$33,706,787$72,787 ▼-0.2%778,4484.4%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$32,168,613$1,294,997 ▲4.2%338,6534.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$28,223,602$1,703,121 ▼-5.7%194,2703.7%Consumer Staples
BLACKROCK ETF TRUST
$26,042,209$13,197,493 ▲102.7%716,4293.4%ISHA IN CTRY ETF
BLACKROCK ETF TRUST
$19,984,748$5,164,108 ▲34.8%408,1852.6%ISHA LA CORE ETF
FIDELITY COVINGTON TRUST
$19,117,266$1,438,398 ▲8.1%479,0092.5%ENHANCED INTL
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$18,597,453$18,597,453 ▲New Holding245,9332.4%ETF
BLACKROCK ETF TRUST
$18,233,158$26,190 ▼-0.1%386,3782.4%ISHA I IN TE ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$17,362,004$2,598,866 ▼-13.0%144,8892.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$16,287,208$740,367 ▲4.8%226,3682.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$14,619,265$9,112,561 ▼-38.4%180,1291.9%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$14,307,969$1,041,297 ▲7.8%654,2281.9%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$14,301,373$488,224 ▲3.5%155,1631.9%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$14,257,692$441,680 ▲3.2%180,1581.9%ETF
BTHM
BlackRock Future U.S. Themes ETF
$12,786,660$435,622 ▲3.5%290,7381.7%ETF
BLACKROCK ETF TRUST
$12,591,872$555,097 ▲4.6%421,6971.6%ISHA SYST AL ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$11,455,130$74,377 ▼-0.6%55,2911.5%ETF
BLACKROCK ETF TRUST II
$10,819,897$2,809,308 ▲35.1%215,9661.4%ISHA GLO USD ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$10,235,200$2,652,975 ▲35.0%101,2381.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,531,078$284,286 ▲6.7%58,0160.6%ETF
Apple Inc. stock logo
AAPL
Apple
$2,862,604$3,330 ▼-0.1%8,5960.4%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,800,936$108,941 ▲4.0%12,2640.4%Technology
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$2,441,493$85,569 ▲3.6%51,6720.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,859,905$82,967 ▲4.7%7,4650.2%Consumer Discretionary
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,428,457$102,890 ▼-6.7%6,4280.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,318,703$254,589 ▲23.9%3,8330.2%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$1,212,162$28,966 ▼-2.3%3,5570.2%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$1,199,060$80,519 ▲7.2%2,3380.2%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,191,689$42,211 ▲3.7%1,9480.2%Technology
Direxion Daily S&P 500 Bull 3X ETF stock logo
SPXL
Direxion Daily S&P 500 Bull 3X ETF
$1,140,226$130,721 ▲12.9%4,0560.1%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$1,102,917$23,059 ▲2.1%21,7150.1%ETF
Citizens & Northern Corp stock logo
CZNC
Citizens & Northern
$1,019,940$208,291 ▼-17.0%40,7650.1%Finance
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$935,535$12,569,991 ▼-93.1%10,4390.1%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$809,476$193,321 ▲31.4%8,1190.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$803,093$382,375 ▲90.9%7540.1%Technology
Peoples Financial Services Corp. stock logo
PFIS
Peoples Financial Services
$764,033$32,938 ▼-4.1%11,3430.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$743,439$307,235 ▲70.4%1,4930.1%Finance
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$694,546$3,094 ▲0.4%5,3870.1%ETF
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$681,700$634 ▲0.1%5,3800.1%Industrials
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$654,134$64,502 ▲10.9%9330.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$623,414$2,274 ▲0.4%7,9500.1%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$616,853$6,002 ▼-1.0%2,7750.1%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$599,9700.0%6,3460.1%ETF
ISHARES TR
$564,550$564,550 ▲New Holding12,1380.1%LONG TERM MUNI
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$555,955$107,882 ▲24.1%1,6800.1%Finance
EXXONMOBIL HOLDINGS CORP
$518,738$518,738 ▲New Holding3,1870.1%COM SHS
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$442,758$9,451 ▼-2.1%4,5440.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$414,269$86,285 ▼-17.2%5,8670.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$413,361$169,191 ▼-29.0%1,9130.1%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$399,090$1,456 ▲0.4%1,9190.1%ETF
SPACE EXPLORATION TECHN CORP
$390,577$51,142 ▲15.1%2,5890.1%CLASS A COM STK
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$383,141$47,958 ▲14.3%5,8800.0%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$377,9160.0%2,0090.0%Finance
Chubb Limited stock logo
CB
Chubb
$377,547$2,927 ▲0.8%1,1610.0%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$368,969$28,916 ▲8.5%3190.0%Healthcare
Tesla, Inc. stock logo
TSLA
Tesla
$345,408$4,965 ▲1.5%9740.0%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$334,858$50,011 ▲17.6%4620.0%Communication Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$330,892$84,389 ▲34.2%4470.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$323,803$31,237 ▲10.7%4250.0%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$305,521$77,749 ▼-20.3%6,8060.0%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$299,594$2,114 ▲0.7%1,1340.0%Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$298,8090.0%5,3150.0%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$290,490$5,464 ▲1.9%3190.0%Consumer Staples
Community Financial System, Inc. stock logo
CBU
Community Financial System
$287,9950.0%4,8370.0%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$287,534$8,378 ▲3.0%7550.0%ETF
NBT Bancorp Inc. stock logo
NBTB
NBT Bancorp
$282,4470.0%5,6310.0%Finance
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$256,655$14,244,511 ▼-98.2%8090.0%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$250,109$108,667 ▲76.8%1,1370.0%Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$248,100$10,029 ▲4.2%1,7070.0%Healthcare
WALMART INC
$247,687$28,895 ▼-10.4%2,3830.0%COM
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$246,8880.0%2,5400.0%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$242,095$5,515 ▲2.3%4390.0%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$241,390$137,370 ▲132.1%9120.0%Healthcare
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$240,3480.0%8010.0%ETF
ISHARES BITCOIN TRUST ETF
$235,327$88,526 ▲60.3%4,9710.0%SHS BEN INT
Chevron Corporation stock logo
CVX
Chevron
$226,877$44,314 ▲24.3%1,1110.0%Energy
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$219,572$54,932 ▼-20.0%1,4150.0%ETF
Direxion Daily MSCI Emerging Markets Bull 3X ETF stock logo
EDC
Direxion Daily MSCI Emerging Markets Bull 3X ETF
$217,256$43,988 ▲25.4%2,8350.0%ETF
UGI Corporation stock logo
UGI
UGI
$213,580$178 ▲0.1%5,9880.0%Utilities
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$201,126$92,814 ▼-31.6%2,2320.0%ETF
MetLife, Inc. stock logo
MET
MetLife
$200,937$175,985 ▲705.3%2,1340.0%Finance
Cambria Global Value ETF stock logo
GVAL
Cambria Global Value ETF
$198,6600.0%5,2500.0%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$195,938$905 ▲0.5%2,5990.0%ETF
FIDELITY WISE ORIGIN BITCOIN
$191,552$153,489 ▼-44.5%2,6370.0%SHS
PepsiCo, Inc. stock logo
PEP
PepsiCo
$191,418$12,795 ▲7.2%1,5110.0%Consumer Staples
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$190,572$83,808 ▼-30.5%2,5900.0%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$189,747$35,525 ▲23.0%1,1270.0%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$188,7700.0%2,1500.0%ETF
The Boeing Company stock logo
BA
Boeing
$187,352$2,791 ▼-1.5%1,0070.0%Industrials
MIDU
Direxion Daily Mid Cap Bull 3X ETF
$184,865$31,126 ▲20.2%3,1240.0%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$184,151$529 ▼-0.3%1,3920.0%Consumer Discretionary
Corning Incorporated stock logo
GLW
Corning
$184,028$163,273 ▲786.7%1,1970.0%Technology
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$182,868$202,151 ▼-52.5%3,1770.0%ETF
Ameren Corporation stock logo
AEE
Ameren
$182,2630.0%1,8340.0%Utilities

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