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
DGRO
Ishares Core Dividend Growth E

ETFs
2.32K
New
$60.46 - $64.42 $140K - $150K
2.32K $143K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.14K
New
$65.27 - $71.18 $140K - $152K
2.14K $141K
XLP
Consumer Staples Sector Spdr

ETFs
1.85K
New
N/A
1.85K $140K
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.23K
New
$24.91 - $29.02 $130K - $152K
5.23K $130K
XOM
Exxon Mobil Corp

Energy
1.09K
New
$105.44 - $118.93 $115K - $129K
1.09K $129K
IGE
Ishares Tr North Amern Nat Res

ETFs
2.83K
New
$42.6 - $46.27 $120K - $131K
2.83K $128K
PANW
Palo Alto Networks Inc

Technology
752
New
$167.82 - $208.28 $126K - $157K
752 $128K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.52K
+ 22.91%
$22.25 - $23.0 $123K - $127K
29.6K $680K
IBDV
Ishares Tr

Technology
5.73K
New
$21.11 - $21.73 $121K - $125K
5.73K $124K
GE
General Electric CO

Industrials
611
New
$168.59 - $212.13 $103K - $130K
611 $122K
GOOG
Alphabet Inc.

Communication Services
1.18K
+ 61.62%
$156.06 - $207.71 $184K - $245K
3.1K $483K
MCD
Mcdonalds Corp

Consumer Cyclical
380
New
$279.74 - $321.29 $106K - $122K
380 $118K
CRM
Salesforce, Inc.

Technology
437
New
$268.36 - $359.95 $117K - $157K
437 $117K
KO
Coca Cola CO

Consumer Defensive
1.65K
New
$60.81 - $72.32 $100K - $119K
1.65K $117K
VTV
Vanguard Value ETF

ETFs
674
New
$167.73 - $179.21 $113K - $121K
674 $116K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.44K
New
$34.58 - $45.97 $84.5K - $112K
2.44K $112K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.85K
+ 30.39%
$92.71 - $107.38 $172K - $199K
7.96K $738K
MRK
Merck & Co., Inc.

Healthcare
1.15K
New
$83.01 - $101.02 $95.5K - $116K
1.15K $103K
BA
Boeing CO

Industrials
597
New
$148.15 - $186.25 $88.4K - $111K
597 $101K
SO
Southern CO

Utilities
1.1K
New
$80.96 - $92.96 $88.8K - $102K
1.1K $100K
MAR
Marriott International Inc

Consumer Cyclical
423
New
$237.01 - $304.45 $100K - $129K
423 $100K
SPMD
Spdr Portfolio

ETFs
1.94K
New
$50.21 - $57.73 $97.3K - $112K
1.94K $99K
VEA
Vanguard Ftse Developed Market

ETFs
1.94K
New
$47.4 - $52.99 $92.1K - $103K
1.94K $98K
NSC
Norfolk Southern Corp

Industrials
403
New
$227.69 - $259.76 $91.8K - $105K
403 $95K
GWW
W.W. Grainger, Inc.

Industrials
96
New
$953.54 - $1132.42 $91.5K - $109K
96 $94K
LLY
Eli Lilly & CO

Healthcare
110
New
$725.72 - $929.72 $79.8K - $102K
110 $90K
IEFA
Ishares Tr

ETFs
1.17K
New
$69.57 - $78.65 $81.1K - $91.7K
1.17K $88K
SJM
J M Smucker CO

Consumer Defensive
746
New
$100.41 - $118.41 $74.9K - $88.3K
746 $88K
JPM
Jpmorgan Chase & CO

Financial Services
330
+ 33.57%
$225.19 - $279.95 $74.3K - $92.4K
1.31K $322K
FE
Firstenergy Corp

Utilities
2.17K
New
$37.95 - $43.5 $82.3K - $94.4K
2.17K $87K
NBTB
Nbt Bancorp Inc

Financial Services
2.05K
New
$42.51 - $49.14 $87.2K - $101K
2.05K $87K
GNR
Spdr S&P Global Natural Resour

ETFs
1.63K
New
$50.12 - $54.48 $81.4K - $88.5K
1.63K $86K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.7K
New
$47.79 - $59.89 $81.2K - $102K
1.7K $85K
ABT
Abbott Laboratories

Healthcare
639
New
$111.1 - $140.22 $71K - $89.6K
639 $84K
ICE
Intercontinental Exchange, Inc.

Financial Services
492
New
$142.8 - $176.36 $70.3K - $86.8K
492 $84K
PEP
Pepsico Inc

Consumer Defensive
555
New
$142.64 - $156.42 $79.2K - $86.8K
555 $83K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.67K
New
$49.42 - $50.43 $82.5K - $84.2K
1.67K $83K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
759
New
$102.49 - $119.96 $77.8K - $91K
759 $79K
PFE
Pfizer Inc

Healthcare
3.1K
New
$25.01 - $27.13 $77.6K - $84.2K
3.1K $78K
XLE
Energy Sector Spdr

ETFs
824
New
$85.7 - $93.96 $70.6K - $77.4K
824 $77K
KR
Kroger CO

Consumer Defensive
1.15K
New
$58.36 - $67.72 $67.1K - $77.9K
1.15K $77K
FQAL
Fidelity Covington Tr Quality

ETFs
1.18K
New
$63.12 - $69.13 $74.6K - $81.7K
1.18K $75K
BX
Blackstone Inc.

Financial Services
539
New
$136.53 - $186.74 $73.6K - $101K
539 $75K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.22K
New
$53.69 - $62.68 $65.5K - $76.5K
1.22K $73K
ADI
Analog Devices Inc

Technology
358
New
$201.56 - $243.82 $72.2K - $87.3K
358 $72K
PLTR
Palantir Technologies Inc.

Technology
832
New
$64.98 - $124.62 $54.1K - $104K
832 $70K
SHV
Ishares Tr

ETFs
616
New
$110.11 - $110.51 $67.8K - $68.1K
616 $68K
AMGN
Amgen Inc

Healthcare
217
New
$258.59 - $327.36 $56.1K - $71K
217 $67K
MRVL
Marvell Technology, Inc.

Technology
1.1K
New
$61.57 - $126.06 $67.8K - $139K
1.1K $67K
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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