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
MSFT
Microsoft Corp

Technology
335
+ 26.13%
$375.39 - $447.2 $126K - $150K
1.62K $607K
CRWD
Crowd Strike Holdings, Inc.

Technology
191
New
$308.86 - $455.36 $59K - $87K
191 $67K
MTB
M&T Bank Corp

Financial Services
367
New
$170.47 - $201.98 $62.6K - $74.1K
367 $65K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
123
New
$442.66 - $534.52 $54.4K - $65.7K
123 $65K
CI
Cigna Corp

Healthcare
200
New
$274.49 - $329.0 $54.9K - $65.8K
200 $65K
BMY
Bristol Myers Squibb CO

Healthcare
1.05K
New
$53.9 - $63.11 $56.6K - $66.3K
1.05K $64K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
263
New
$208.48 - $244.03 $54.8K - $64.2K
263 $64K
IWM
Ishares Russell 2000 ETF

ETFs
306
New
$198.1 - $229.79 $60.6K - $70.3K
306 $61K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.55K
+ 20.09%
$57.21 - $65.8 $88.7K - $102K
9.27K $540K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
868
New
$65.44 - $70.64 $56.8K - $61.3K
868 $59K
ABBV
Abb Vie Inc.

Healthcare
263
New
$169.2 - $216.66 $44.5K - $57K
263 $55K
AMT
American Tower Corp

Real Estate
254
New
$173.46 - $217.6 $44.1K - $55.3K
254 $55K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
518
New
$100.59 - $103.47 $52.1K - $53.6K
518 $53K
BROS
Dutch Bros Inc.

Consumer Cyclical
873
New
$55.77 - $85.37 $48.7K - $74.5K
873 $53K
CHK
Chesapeake Energy Corp

Energy
623
New
N/A
623 $53K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
101
New
$507.05 - $563.67 $51.2K - $56.9K
101 $51K
SMR
Nuscale Power Corp

Industrials
3.55K
New
$14.16 - $29.08 $50.3K - $103K
3.55K $50K
SLB
Schlumberger Limited

Energy
1.21K
New
$38.4 - $43.74 $46.3K - $52.7K
1.21K $50K
VZ
Verizon Communications Inc

Communication Services
1.1K
New
$37.81 - $46.49 $41.7K - $51.3K
1.1K $50K
VLO
Valero Energy Corp

Energy
382
New
$121.76 - $142.99 $46.5K - $54.6K
382 $50K
IBHE
Ishares Ibonds 2025 Term High

ETFs
2.15K
New
$23.16 - $23.32 $49.8K - $50.1K
2.15K $49K
MAS
Masco Corp

Industrials
714
New
$68.67 - $81.85 $49K - $58.4K
714 $49K
ABC
Amerisourcebergen Corp

Healthcare
268
New
N/A
268 $49K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
99
New
$402.49 - $513.76 $39.8K - $50.9K
99 $47K
EOG
Eog Resources Inc

Energy
374
New
$120.54 - $138.05 $45.1K - $51.6K
374 $47K
PRU
Prudential Financial Inc

Financial Services
420
New
$105.04 - $122.33 $44.1K - $51.4K
420 $46K
JNJ
Johnson & Johnson

Healthcare
282
New
$142.06 - $167.7 $40.1K - $47.3K
282 $46K
PM
Philip Morris International Inc.

Consumer Defensive
286
New
$117.15 - $158.79 $33.5K - $45.4K
286 $45K
VO
Vanguard Mid Cap ETF

ETFs
225
+ 9.74%
$251.87 - $277.95 $56.7K - $62.5K
2.54K $655K
VTI
Vanguard Total Stock Market Et

ETFs
201
+ 25.8%
$271.18 - $303.12 $54.5K - $60.9K
980 $269K
IFGL
Ishares International Develope

ETFs
2.19K
New
$18.76 - $20.18 $41.1K - $44.2K
2.19K $43K
TIP
Ishares Tr Tips Bd ETF

ETFs
396
New
$106.22 - $111.09 $42.1K - $44K
396 $43K
MMYT
Make My Trip LTD

Consumer Cyclical
500
New
N/A
500 $43K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
819
New
$47.45 - $51.96 $38.9K - $42.6K
819 $42K
HON
Honeywell International Inc

Industrials
195
New
$202.75 - $226.52 $39.5K - $44.2K
195 $41K
CTAS
Cintas Corp

Industrials
200
New
$182.09 - $208.14 $36.4K - $41.6K
200 $41K
SE
Sea LTD

Consumer Cyclical
300
New
$104.87 - $146.31 $31.5K - $43.9K
300 $39K
CVS
Cvs Health Corp

Healthcare
572
New
$44.22 - $68.64 $25.3K - $39.3K
572 $38K
JMEE
J P Morgan Exchange Traded Fd

ETFs
691
New
$54.51 - $63.63 $37.7K - $44K
691 $38K
DVN
Devon Energy Corp

Energy
1.03K
New
$33.15 - $38.55 $34.2K - $39.8K
1.03K $38K
EWG
Ishares Msci Germany ETF

ETFs
1K
New
$31.57 - $39.31 $31.6K - $39.3K
1K $37K
CZFS
Citizens Financial Services Inc

Financial Services
646
New
$55.78 - $65.06 $36K - $42K
646 $37K
VUG
Vanguard Growth ETF

ETFs
102
New
$369.1 - $427.61 $37.6K - $43.6K
102 $37K
ENVX
Enovix Corp

Industrials
5.07K
New
$7.21 - $14.33 $36.5K - $72.6K
5.07K $37K
CEG
Constellation Energy Corp

Utilities
188
New
$201.63 - $347.44 $37.9K - $65.3K
188 $37K
ET
Energy Transfer LP

Energy
2.02K
New
$17.26 - $21.08 $34.9K - $42.6K
2.02K $37K
CDW
Cdw Corp

Technology
215
New
$160.26 - $206.13 $34.5K - $44.3K
215 $34K
WFC
Wells Fargo & Company

Financial Services
478
New
$66.78 - $81.42 $31.9K - $38.9K
478 $34K
GLD
Spdr Gold Trust

ETFs
119
New
$243.19 - $288.14 $28.9K - $34.3K
119 $34K
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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