Stone House Investment Management, LLC Purchases in Q2 2025

Stone House Investment Management, LLC

  • $517 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
186K
+ 56.89%
$52.4 - $64.65 $9.76M - $12M
514K $32.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
238K
New
$44.68 - $45.96 $10.6M - $10.9M
238K $10.9M
IEMG
Ishares Inc

ETFs
173K
+ 102.6%
N/A
341K $18.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
172K
+ 10320.18%
$50.09 - $51.09 $8.63M - $8.81M
174K $8.89M
IWV
Ishares Russell 3000 ETF

ETFs
15.6K
+ 8146.07%
$281.67 - $351.0 $4.38M - $5.46M
15.8K $5.53M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.4K
+ 8.54%
$152.42 - $182.82 $2.19M - $2.63M
183K $33.5M
IVE
Ishares S&P 500 Value ETF

ETFs
17K
+ 15.17%
$168.34 - $195.42 $2.86M - $3.32M
129K $25.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.9K
+ 2.58%
$43.53 - $54.46 $607K - $759K
553K $30.1M
OEF
Ishares S&P 100 ETF

ETFs
14.3K
+ 48.74%
N/A
43.5K $11.6M
IYW
Ishares Dj Us Tech ETF

ETFs
7.79K
+ 10.95%
$122.57 - $173.27 $955K - $1.35M
79K $13.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
25.2K
+ 7803.1%
$72.96 - $90.39 $1.84M - $2.28M
25.5K $2.28M
EFG
Msci Eafe Growth ETF

ETFs
3.38K
+ 2.83%
$89.8 - $112.0 $303K - $378K
122K $13.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.54K
+ 4.31%
$180.84 - $240.32 $279K - $371K
37.4K $8.98M
MUB
Ishares National Muni Bond ETF

ETFs
15.9K
+ 35.22%
$102.31 - $105.8 $1.63M - $1.68M
61.1K $6.38M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.24K
+ 1396.72%
$102.02 - $103.5 $738K - $749K
7.75K $797K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.49K
+ 212.61%
$82.32 - $112.47 $287K - $393K
5.13K $577K
FQAL
Fidelity Covington Tr Quality

ETFs
5.54K
+ 469.04%
$57.29 - $69.63 $318K - $386K
6.73K $468K
EMB
Ishares Tr

ETFs
2.77K
+ 11.04%
$86.54 - $92.62 $239K - $256K
27.8K $2.58M
MSFT
Microsoft Corp

Technology
211
+ 13.05%
$354.56 - $497.45 $74.8K - $105K
1.83K $909K
VTV
Vanguard Value ETF

ETFs
1.55K
+ 230.42%
$153.67 - $176.74 $239K - $274K
2.23K $393K
JPIE
J P Morgan Exchange Traded Fd
5.8K
+ 1108.03%
$45.12 - $46.32 $261K - $268K
6.32K $292K
VEA
Vanguard Ftse Developed Market

ETFs
4.46K
+ 229.54%
$45.65 - $57.01 $204K - $254K
6.4K $365K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.82K
New
$47.29 - $53.34 $228K - $257K
4.82K $253K
VUG
Vanguard Growth ETF

ETFs
354
+ 347.06%
$329.49 - $438.4 $117K - $155K
456 $199K
BNDX
Vanguard Total International B

ETFs
3.11K
+ 1020.98%
$48.77 - $49.55 $152K - $154K
3.42K $169K
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.56K
+ 369.75%
$49.07 - $59.23 $125K - $151K
3.25K $192K
KRE
Spdr S&P Regional Banking ETF

ETFs
2.57K
New
$48.81 - $59.48 $126K - $153K
2.57K $152K
VGSH
Vanguard

ETFs
2.6K
+ 688.33%
$58.32 - $58.95 $151K - $153K
2.97K $174K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
753
New
$139.8 - $197.22 $105K - $149K
753 $148K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.99K
+ 2795.77%
$72.02 - $73.82 $143K - $147K
2.06K $151K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
5.07K
+ 2783.52%
$28.21 - $28.85 $143K - $146K
5.25K $150K
NBTB
Nbt Bancorp Inc

Financial Services
3.11K
+ 151.78%
$38.62 - $44.8 $120K - $139K
5.16K $214K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
874
+ 424.27%
$114.78 - $133.31 $100K - $117K
1.08K $143K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.45K
New
$65.84 - $80.81 $95.5K - $117K
1.45K $116K
META
Meta Platforms, Inc.

Communication Services
68
+ 23.94%
$484.66 - $738.09 $33K - $50.2K
352 $259K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
978
+ 32.93%
$85.42 - $94.39 $83.5K - $92.3K
3.95K $370K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
144
+ 142.57%
$456.74 - $568.03 $65.8K - $81.8K
245 $139K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.28K
+ 3.09%
$47.89 - $48.65 $61.2K - $62.1K
42.6K $2.07M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.13K
+ 287.84%
$23.4 - $29.68 $49.8K - $63.2K
2.87K $85K
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 20.5%
$416.06 - $551.64 $27K - $35.9K
382 $210K
LMT
Lockheed Martin Corp

Industrials
130
+ 288.89%
$430.82 - $486.45 $56K - $63.2K
175 $81K
MRVL
Marvell Technology, Inc.

Technology
550
+ 49.95%
$49.38 - $79.97 $27.2K - $44K
1.65K $127K
BDX
Becton Dickinson & CO

Healthcare
341
+ 3788.89%
$165.15 - $226.42 $56.3K - $77.2K
350 $60K
PJUN
Innovator U.S. Equity Power Bu

ETFs
1.45K
New
$34.48 - $39.76 $50K - $57.7K
1.45K $57K
TSLA
Tesla, Inc.

Consumer Cyclical
58
+ 9.91%
$221.86 - $362.89 $12.9K - $21K
643 $204K
CRWD
Crowd Strike Holdings, Inc.

Technology
42
+ 21.99%
$321.63 - $509.31 $13.5K - $21.4K
233 $118K
FCX
Freeport Mcmoran Inc

Basic Materials
1.1K
+ 1025.23%
$29.15 - $44.46 $32K - $48.8K
1.2K $52K
PM
Philip Morris International Inc.

Consumer Defensive
212
+ 74.13%
$149.23 - $184.95 $31.6K - $39.2K
498 $90K
BA
Boeing CO

Industrials
73
+ 12.23%
$136.59 - $217.51 $9.97K - $15.9K
670 $140K
Activity Summary
Buys All Purchases 274 New Holdings 150 Increased Positions 124 Sells All Sells 111 Reductions 110 Sold out 1 Options Calls 0 Puts 0
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