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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 $752.24 million in total holdings as of March 31, 2025.
  • Stone House Investment Management, LLC owns shares of 1,339 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 29.76% 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 1,067 new stocks and bought additional shares in 434 stocks.
  • Stone House Investment Management, LLC sold shares of 155 stocks and completely divested from 105 stocks this quarter.

Largest New Holdings this Quarter

09290C855 - BLACKROCK ETF TRUST
$15,247,452 Holding
09290C764 - BLACKROCK ETF TRUST
$12,933,049 Holding
09290C665 - BLACKROCK ETF TRUST
$11,307,151 Holding
092528835 - BLACKROCK ETF TRUST II
$8,040,969 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$384,357 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
667,314 shares (about $58.64M)
iShares Core S&P 500 ETF
38,455 shares (about $28.80M)
iShares Core S&P Mid-Cap ETF
207,625 shares (about $16.01M)
BLACKROCK ETF TRUST
302,709 shares (about $15.25M)

Largest Sales this Quarter

iShares MSCI USA Quality Factor ETF
79,246 shares (about $17.39M)
iShares MSCI EAFE Value ETF
209,073 shares (about $16.00M)
iShares Core MSCI Emerging Markets ETF
155,973 shares (about $12.92M)
iShares Core International Aggregate Bond ETF
201,766 shares (about $10.21M)
iShares MSCI USA Momentum Factor ETF
17,078 shares (about $5.85M)

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
$104,320,536$28,798,609 â–²38.1%139,30013.9%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$60,132,287$15,033,960 â–²33.3%1,302,9758.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$58,656,287$58,643,544 â–²460,216.6%667,4597.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$41,721,811$897,934 â–²2.2%303,3655.5%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$40,147,123$1,108,223 â–²2.8%590,3125.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$35,827,121$4,411,549 â–¼-11.0%157,7874.8%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$35,488,073$5,788,330 â–²19.5%780,1294.7%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$31,019,923$31,014,769 â–²601,788.9%325,0204.1%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$30,206,776$318,062 â–¼-1.0%205,9934.0%Consumer Staples
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$24,223,074$12,920,801 â–¼-34.8%292,4083.2%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$20,725,492$930,785 â–²4.7%166,5772.8%ETF
BLACKROCK ETF TRUST
$20,399,108$4,377,605 â–¼-17.7%386,9332.7%ISHA I IN TE ETF
FIDELITY COVINGTON TRUST
$17,776,302$12,400 â–¼-0.1%442,9682.4%ENHANCED INTL
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$16,661,763$16,009,953 â–²2,456.2%216,0782.2%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$15,670,335$5,854,820 â–¼-27.2%45,7092.1%ETF
BLACKROCK ETF TRUST
$15,247,452$15,247,452 â–²New Holding302,7092.0%ISHA LA CORE ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$15,039,060$3,176,681 â–¼-17.4%149,8662.0%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$14,244,113$926,488 â–²7.0%150,6991.9%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$13,818,689$929,766 â–²7.2%606,6151.8%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$13,490,742$1,578,647 â–²13.3%55,6501.8%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$13,363,880$16,004,551 â–¼-54.5%174,5771.8%ETF
BLACKROCK ETF TRUST
$12,933,049$12,933,049 â–²New Holding353,3621.7%ISHA IN CTRY ETF
BTHM
BlackRock Future U.S. Themes ETF
$12,106,698$5,806,566 â–¼-32.4%280,8331.6%ETF
BLACKROCK ETF TRUST
$11,307,151$11,307,151 â–²New Holding403,1071.5%ISHA SYST AL ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$8,071,216$1,261,528 â–²18.5%74,9971.1%ETF
BLACKROCK ETF TRUST II
$8,040,969$8,040,969 â–²New Holding159,8921.1%ISHA GLO USD ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,105,959$646,219 â–²18.7%54,3760.5%ETF
Apple Inc. stock logo
AAPL
Apple
$2,490,205$160,882 â–²6.9%8,6060.3%Technology
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$2,405,796$54,137 â–²2.3%49,8610.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,358,534$856,212 â–²57.0%11,7870.3%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,699,841$234,527 â–²16.0%7,1320.2%Consumer Discretionary
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,512,195$17,390,133 â–¼-92.0%6,8910.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,286,867$322,953 â–²33.5%3,6420.2%Communication Services
Citizens & Northern Corp stock logo
CZNC
Citizens & Northern
$1,144,288$169,767 â–¼-12.9%49,0900.2%Finance
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$1,112,811$5,489,574 â–¼-83.1%21,2610.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,105,359$129,012 â–¼-10.5%3,0930.1%Communication Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,091,530$49,377 â–²4.7%1,8790.1%Technology
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$971,859$774,835 â–²393.3%3,5910.1%ETF
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$843,660$47,088 â–²5.9%5,3750.1%Industrials
Microsoft Corporation stock logo
MSFT
Microsoft
$813,683$97,373 â–²13.6%2,1810.1%Technology
Peoples Financial Services Corp. stock logo
PFIS
Peoples Financial Services
$785,305$109,645 â–²16.2%11,8320.1%Finance
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$689,964$194,776 â–²39.3%2,8020.1%Finance
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$685,4450.0%5,3630.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$638,161$479,124 â–²301.3%7,9210.1%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$631,310$514,140 â–²438.8%6,1800.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$628,089$261,291 â–¼-29.4%6,3460.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$587,539$44,458 â–²8.2%2,6960.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$577,834$191,695 â–²49.6%8410.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$505,091$40,114 â–²8.6%7,0890.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$455,945$270,104 â–¼-37.2%3950.1%Technology
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$447,645$54,593 â–²13.9%4,6410.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$443,265$57,618 â–²14.9%1,3540.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$438,342$252,697 â–²136.1%8760.1%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$420,032$403,306 â–²2,411.3%2,0090.1%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$406,868$40,006 â–¼-9.0%1,9120.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$403,566$88,700 â–²28.2%9600.1%Consumer Discretionary
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$403,149$957 â–¼-0.2%2,9490.1%Energy
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$393,175$249,683 â–¼-38.8%8,5380.1%ETF
Chubb Limited stock logo
CB
Chubb
$392,459$4,088 â–²1.1%1,1520.1%Finance
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$389,300$104,003 â–¼-21.1%6,6890.1%ETF
SPACE EXPLORATION TECHN CORP
$384,357$384,357 â–²New Holding2,2500.1%CLASS A COM STK
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$352,406$245,725 â–²230.3%2940.0%Healthcare
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$337,498$5,380 â–¼-1.6%5,1440.0%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$335,379$21,147 â–²6.7%1,1260.0%Technology
Community Financial System, Inc. stock logo
CBU
Community Financial System
$324,659$69,066 â–²27.0%4,8370.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$304,696$60,304 â–²24.7%8640.0%Consumer Discretionary
WALMART INC
$301,409$113 â–¼0.0%2,6610.0%COM
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$300,191$157,184 â–²109.9%5,3150.0%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$292,897$94,513 â–²47.6%3130.0%Consumer Staples
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$290,974$10,456 â–²3.7%3,7290.0%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$287,001$287,001 â–²New Holding3,3210.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$286,776$747 â–¼-0.3%3840.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$280,989$238,091 â–²555.0%3,2620.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$279,559$8,850 â–²3.3%1,7690.0%ETF
NBT Bancorp Inc. stock logo
NBTB
NBT Bancorp
$277,999$23,006 â–²9.0%5,6310.0%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$270,023$6,631 â–²2.5%7330.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$245,3940.0%3330.0%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$244,6530.0%2,5400.0%ETF
FIDELITY WISE ORIGIN BITCOIN
$242,488$4,441 â–²1.9%4,7500.0%SHS
GE Aerospace stock logo
GE
GE Aerospace
$236,228$80,736 â–¼-25.5%6320.0%Industrials
GE VERNOVA INC
$235,117$3,527 â–²1.5%2000.0%COM
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$229,994$122,237 â–¼-34.7%4,7490.0%ETF
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$228,750$7,996 â–¼-3.4%8010.0%ETF
The Boeing Company stock logo
BA
Boeing
$221,232$38,315 â–²20.9%1,0220.0%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$221,224$22,516 â–²11.3%3930.0%Communication Services
Mastercard Incorporated stock logo
MA
Mastercard
$220,334$103,747 â–²89.0%4290.0%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$211,484$303 â–²0.1%1,3960.0%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$210,488$30,584 â–²17.0%1,6380.0%Healthcare
Ameren Corporation stock logo
AEE
Ameren
$207,315$207,315 â–²New Holding1,8340.0%Utilities
UGI Corporation stock logo
UGI
UGI
$206,653$13,712 â–²7.1%5,9830.0%Utilities
Direxion Daily MSCI Emerging Markets Bull 3X Shares stock logo
EDC
Direxion Daily MSCI Emerging Markets Bull 3X Shares
$201,113$201,113 â–²New Holding2,2610.0%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$196,913$128,408 â–¼-39.5%6,9360.0%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$196,078$758 â–²0.4%2,5870.0%ETF
MIDU
Direxion Daily Mid Cap Bull 3X Shares
$194,430$194,430 â–²New Holding2,5980.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$193,802$126,412 â–¼-39.5%2,6400.0%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$190,880$48,600 â–²34.2%1,4100.0%Consumer Staples
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$190,3840.0%960.0%Industrials
GVAL
Cambria Global Value ETF
$189,1050.0%5,2500.0%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$180,880$8,720 â–²5.1%6430.0%Technology
SANDISK CORP
$179,625$143,245 â–²393.8%790.0%COM

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