Stone House Investment Management, LLC Purchases in Q3 2024

Stone House Investment Management, LLC

  • $477 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.39%
$255.18 - $283.2 $766 - $850
778 $220K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.18%
$107.93 - $120.23 $324 - $361
1.69K $198K
SMR
Nuscale Power Corp

Industrials
1K
+ 666.67%
$6.98 - $15.81 $6.98K - $15.8K
1.15K $13K
BWXT
Bwx Technologies, Inc.

Industrials
99
+ 76.15%
$92.38 - $108.7 $9.15K - $10.8K
229 $24K
DEO
Diageo PLC

Consumer Defensive
86
New
$120.02 - $140.77 $10.3K - $12.1K
86 $12K
UMH
Umh Properties, Inc.

Real Estate
234
+ 14.79%
$16.04 - $20.43 $3.75K - $4.78K
1.82K $35K
IBHE
Ishares Ibonds 2025 Term High

ETFs
414
+ 23.85%
$23.03 - $23.3 $9.53K - $9.65K
2.15K $50K
CW
Curtiss Wright Corp

Industrials
30
New
$265.18 - $332.22 $7.96K - $9.97K
30 $9K
SJM
J M Smucker CO

Consumer Defensive
6
+ 0.84%
$109.12 - $122.4 $655 - $734
718 $86K
ORCL
Oracle Corp

Technology
30
+ 34.09%
$125.9 - $170.35 $3.78K - $5.11K
118 $20K
VST
Vistra Corp.

Utilities
52
+ 130.0%
$69.0 - $119.06 $3.59K - $6.19K
92 $10K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.33%
$200.87 - $224.6 $201 - $225
304 $67K
SBAC
Sba Communications Corp

Real Estate
1
+ 0.68%
$189.0 - $245.01 $189 - $245
149 $35K
CCI
Crown Castle International Corp

Real Estate
3
+ 1.21%
$95.29 - $120.24 $286 - $361
250 $29K
NEM
Newmont Corp

Basic Materials
90
+ 360.0%
$41.65 - $55.85 $3.75K - $5.03K
115 $6K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
14
+ 0.69%
$49.77 - $51.95 $697 - $727
2.05K $106K
HSY
Hershey CO

Consumer Defensive
25
+ 31.65%
$182.45 - $203.25 $4.56K - $5.08K
104 $19K
MSI
Motorola Solutions, Inc.

Technology
9
New
$385.65 - $450.49 $3.47K - $4.05K
9 $4K
AEP
American Electric Power CO Inc

Utilities
44
New
$87.11 - $104.95 $3.83K - $4.62K
44 $4K
PEG
Public Service Enterprise Group Inc

Utilities
50
New
$73.58 - $89.21 $3.68K - $4.46K
50 $4K
HON
Honeywell International Inc

Industrials
22
+ 14.29%
$196.73 - $220.21 $4.33K - $4.84K
176 $36K
SYM
Symbotic Inc.

Financial Services
195
New
$17.86 - $41.44 $3.48K - $8.08K
195 $4K
GOLD
Barrick Gold Corp

Basic Materials
244
New
$16.56 - $21.01 $4.04K - $5.13K
244 $4K
GNR
Spdr S&P Global Natural Resour

ETFs
9
+ 0.49%
$53.02 - $57.84 $477 - $521
1.86K $107K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1
+ 0.12%
$67.43 - $74.23 $67.4 - $74.2
869 $63K
DNN
Denison Mines Corp.

Energy
2.68K
New
$1.44 - $2.28 $3.86K - $6.11K
2.68K $4K
AVAV
Aero Vironment Inc

Industrials
15
New
$164.14 - $204.5 $2.46K - $3.07K
15 $3K
DUK
Duke Energy Corp

Utilities
25
+ 125.0%
$99.35 - $117.71 $2.48K - $2.94K
45 $5K
VZ
Verizon Communications Inc

Communication Services
10
+ 1.46%
$38.89 - $45.0 $389 - $450
693 $31K
BBU
Brookfield Business Partners L.P.

Industrials
137
New
$18.22 - $23.93 $2.5K - $3.28K
137 $3K
JNJ
Johnson & Johnson

Healthcare
2
+ 1.24%
$145.48 - $167.38 $291 - $335
163 $26K
STX
Seagate Technology Holdings PLC

Technology
25
+ 21.19%
$92.1 - $110.76 $2.3K - $2.77K
143 $15K
LHX
L3 Harris Technologies, Inc.

Industrials
15
New
$221.96 - $243.27 $3.33K - $3.65K
15 $3K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.43%
$161.9 - $179.3 $324 - $359
466 $79K
STZ
Constellation Brands, Inc.

Consumer Defensive
15
New
$236.42 - $259.82 $3.55K - $3.9K
15 $3K
UUUU
Energy Fuels Inc

Energy
696
New
$4.28 - $6.65 $2.98K - $4.63K
696 $3K
DELL
Dell Technologies Inc.

Technology
30
New
$87.89 - $145.97 $2.64K - $4.38K
30 $3K
EXC
Exelon Corp

Utilities
56
+ 40.88%
$34.24 - $40.55 $1.92K - $2.27K
193 $7K
PATH
Ui Path, Inc.

Technology
197
New
$10.75 - $13.24 $2.12K - $2.61K
197 $2K
PRU
Prudential Financial Inc

Financial Services
3
+ 0.72%
$105.53 - $127.32 $317 - $382
419 $50K
USA
Liberty All Star Equity Fund

Financial Services
103
+ 2.62%
$6.43 - $7.14 $662 - $735
4.03K $28K
RING
Ishares Inc Msci Global Gold M

ETFs
83
New
$27.51 - $34.67 $2.28K - $2.88K
83 $2K
ADSK
Autodesk, Inc.

Technology
10
New
$245.83 - $245.83 $2.46K - $2.46K
10 $2K
AMGN
Amgen Inc

Healthcare
1
+ 0.47%
$309.38 - $337.38 $309 - $337
216 $69K
ENB
Enbridge Inc

Energy
50
New
$35.27 - $41.18 $1.76K - $2.06K
50 $2K
BEP
Brookfield Renewable Partners L.P.

Utilities
60
+ 150.0%
$23.3 - $28.3 $1.4K - $1.7K
100 $2K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6
+ 1.2%
$98.99 - $101.51 $594 - $609
508 $51K
UEC
Uranium Energy Corp

Energy
457
New
$4.26 - $6.85 $1.95K - $3.13K
457 $2K
SHV
Ishares Tr

ETFs
7
+ 0.94%
$110.05 - $110.63 $770 - $774
752 $83K
Activity Summary
Buys All Purchases 137 New Holdings 48 Increased Positions 89 Sells All Sells 61 Reductions 60 Sold out 1 Options Calls 0 Puts 0
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