Stone House Investment Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $421 Million distributed in 400 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $76.5M, Spdr S&P 500 ETF Trust with a value of $46.8M, Ishares Core Total Usd Bond Ma with a value of $43.7M, Procter & Gamble CO with a value of $35.4M, and Ishares Msci Usa Quality Facto with a value of $22.8M.

Examining the 13F form we can see an increase of $131M in the current position value, from $290M to 421M.

Below you can find more details about Stone House Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $421 Million
ETFs: $371 Million
Consumer Defensive: $36.1 Million
Technology: $3.8 Million
Financial Services: $3.05 Million
Consumer Cyclical: $2.38 Million
Healthcare: $1.11 Million
Communication Services: $1.08 Million
Industrials: $751,000
Other: $1.22 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 400
  • Current Value $421 Million
  • Prior Value $290 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 126 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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