Stone House Investment Management, LLC Purchases in Q1 2025

Stone House Investment Management, LLC

  • $483 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
242K
+ 27.58%
$44.72 - $46.25 $10.8M - $11.2M
1.12M $51.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
23.9K
+ 34.75%
$551.42 - $612.93 $13.2M - $14.6M
92.5K $51.7M
PG
Procter & Gamble CO

Consumer Defensive
58.2K
+ 38.6%
$158.56 - $176.26 $9.22M - $10.3M
209K $35.6M
IVE
Ishares S&P 500 Value ETF

ETFs
49.8K
+ 80.4%
$185.78 - $198.58 $9.26M - $9.9M
112K $21.3M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
76K
+ 622.55%
$97.25 - $104.79 $7.39M - $7.97M
88.2K $9.16M
OEF
Ishares S&P 100 ETF

ETFs
25.8K
+ 734.65%
N/A
29.3K $7.78M
IXUS
Ishares Tr

ETFs
69.7K
+ 28.86%
$65.06 - $72.31 $4.53M - $5.04M
311K $21.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
37.2K
+ 28.35%
$168.16 - $186.21 $6.26M - $6.94M
169K $28.8M
IEMG
Ishares Inc

ETFs
95.4K
+ 130.53%
N/A
168K $9.04M
IAU
Ishares Gold Trust

ETFs
79.6K
+ 282.71%
$49.74 - $58.96 $3.96M - $4.69M
108K $6.35M
HEFA
Ishares Currency Hedged Msci E

ETFs
87.4K
+ 927.67%
$34.83 - $37.52 $3.05M - $3.28M
96.9K $3.52M
IVW
Ishares S&P 500 Growth ETF

ETFs
53.9K
+ 20.63%
$92.45 - $106.69 $4.98M - $5.75M
315K $29.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.8K
+ 16.66%
$95.85 - $99.25 $1.52M - $1.57M
111K $11M
SUB
Ishares Short Term National Mu

ETFs
16.4K
New
$105.3 - $106.24 $1.73M - $1.74M
16.4K $1.73M
MBB
Ishares Tr

ETFs
11.5K
+ 10.27%
$90.37 - $94.08 $1.04M - $1.08M
123K $11.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.63K
+ 22.7%
$196.12 - $229.48 $1.3M - $1.52M
35.8K $7.24M
IVV
Ishares Core S&P 500 ETF

ETFs
6.92K
+ 6.81%
$554.06 - $615.85 $3.84M - $4.26M
109K $61M
CZNC
Citizens & Northern Corp

Financial Services
48.1K
+ 95.07%
$18.14 - $22.36 $872K - $1.07M
98.6K $1.98M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
6.56K
New
$135.34 - $188.66 $888K - $1.24M
6.56K $921K
EMB
Ishares Tr

ETFs
7.94K
+ 46.39%
$88.64 - $92.03 $704K - $730K
25K $2.27M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.85K
New
$90.0 - $96.32 $617K - $660K
6.85K $632K
IYW
Ishares Dj Us Tech ETF

ETFs
11.5K
+ 19.32%
$140.44 - $166.79 $1.62M - $1.92M
71.2K $10M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.1K
+ 101.3%
$169.43 - $182.84 $356K - $384K
4.17K $722K
AMZN
Amazon Com Inc

Consumer Cyclical
2.37K
+ 62.59%
$190.26 - $242.06 $452K - $575K
6.17K $1.17M
CB
Chubb LTD

Financial Services
1.12K
New
$257.71 - $301.99 $289K - $339K
1.12K $339K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.44K
+ 18.45%
$47.59 - $48.35 $306K - $311K
41.3K $2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.97K
New
$87.68 - $94.52 $260K - $281K
2.97K $278K
XLV
Select Sector Spdr Fund Health

ETFs
1.83K
New
$137.61 - $149.68 $252K - $274K
1.83K $267K
COST
Costco Wholesale Corp

Consumer Defensive
264
New
$890.62 - $1076.86 $235K - $284K
264 $249K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.29K
New
$56.17 - $59.71 $241K - $256K
4.29K $245K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.87K
+ 57.22%
$83.18 - $89.27 $239K - $256K
7.89K $660K
XLU
Utilities Sector Spdr

ETFs
2.84K
New
$74.7 - $80.27 $212K - $228K
2.84K $223K
XCEM
Columbia ETF Tr Ii

ETFs
7.34K
New
$29.18 - $30.72 $214K - $226K
7.34K $216K
TJX
Tjx Companies Inc

Consumer Cyclical
1.74K
New
$112.81 - $126.16 $197K - $220K
1.74K $212K
CBU
Community Bank System, Inc.

Financial Services
3.6K
New
$56.08 - $67.99 $202K - $245K
3.6K $204K
IBM
International Business Machines Corp

Technology
795
New
$217.4 - $264.74 $173K - $210K
795 $197K
GOOGL
Alphabet Inc.

Communication Services
1.57K
+ 107.99%
$154.33 - $206.19 $242K - $323K
3.02K $466K
MA
Mastercard Inc

Financial Services
347
New
$504.67 - $576.31 $175K - $200K
347 $190K
LOW
Lowes Companies Inc

Consumer Cyclical
803
New
$222.66 - $268.42 $179K - $216K
803 $187K
WMT
Walmart Inc.

Consumer Defensive
2.09K
New
$84.5 - $105.05 $177K - $220K
2.09K $183K
MGC
Vanguard Mega Cap ETF

ETFs
875
New
$199.2 - $222.69 $174K - $195K
875 $176K
CVX
Chevron Corp

Energy
1.05K
New
$146.71 - $167.97 $153K - $176K
1.05K $174K
FREL
Fidelity Covington Tr Msci Rea

ETFs
6.17K
New
$25.98 - $28.59 $160K - $176K
6.17K $169K
UNH
Unitedhealth Group Inc

Healthcare
322
New
$461.52 - $548.18 $149K - $177K
322 $168K
META
Meta Platforms, Inc.

Communication Services
284
New
$576.36 - $736.67 $164K - $209K
284 $163K
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.26K
New
$46.82 - $47.8 $153K - $156K
3.26K $153K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.64K
New
$91.76 - $103.26 $151K - $170K
1.64K $151K
QQQ
Invesco Qqq Trust, Series 1

ETFs
317
New
$468.34 - $539.52 $148K - $171K
317 $148K
MIDU
Direxion Daily Mid Cap Bull 3 X

ETFs
3.55K
New
$39.27 - $61.5 $139K - $218K
3.55K $146K
Activity Summary
Buys All Purchases 425 New Holdings 388 Increased Positions 37 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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