Stone House Investment Management, LLC Incresed Positions in Q3 2024

Stone House Investment Management, LLC

  • $477 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
80K
+ 13487.02%
$517.38 - $573.86 $41.4M - $45.9M
80.6K $46.2M
IXUS
Ishares Tr

ETFs
273K
+ 19431.37%
$64.9 - $73.35 $17.7M - $20M
275K $19.9M
EFV
Msci Eafe Value ETF

ETFs
209K
+ 127.21%
$51.72 - $57.96 $10.8M - $12.1M
373K $21.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
189K
+ 18.51%
$44.83 - $47.42 $8.45M - $8.94M
1.21M $56.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
45.2K
+ 30.72%
$56.04 - $62.99 $2.53M - $2.85M
192K $11.8M
PG
Procter & Gamble CO

Consumer Defensive
3.2K
+ 1.44%
$160.76 - $177.82 $515K - $570K
226K $39M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.6K
+ 3.79%
$162.64 - $179.3 $910K - $1M
153K $27.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
26.1K
+ 973.04%
$75.32 - $84.37 $1.97M - $2.2M
28.8K $2.41M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.6K
+ 2.67%
$44.24 - $49.47 $601K - $672K
522K $25.8M
IVE
Ishares S&P 500 Value ETF

ETFs
2.7K
+ 3.86%
$181.06 - $197.17 $488K - $532K
72.5K $14.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.01K
+ 2.93%
$96.25 - $101.98 $290K - $307K
106K $10.7M
IFRA
Ishares Tr

ETFs
6.63K
+ 10.6%
$41.55 - $46.97 $275K - $311K
69.2K $3.25M
CZNC
Citizens & Northern Corp

Financial Services
9.47K
+ 11.04%
$16.85 - $21.95 $160K - $208K
95.3K $1.88M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.2K
+ 3.15%
$47.18 - $48.74 $56.6K - $58.4K
39.2K $1.91M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.53K
+ 10.37%
$43.99 - $46.63 $67.1K - $71.2K
16.2K $754K
VO
Vanguard Mid Cap ETF

ETFs
168
+ 10.14%
$237.84 - $263.83 $40K - $44.3K
1.82K $481K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
747
+ 8.65%
$57.32 - $62.65 $42.8K - $46.8K
9.38K $584K
CBU
Community Bank System, Inc.

Financial Services
797
+ 50.99%
$45.86 - $62.82 $36.6K - $50.1K
2.36K $136K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.1K
+ 3.63%
$22.38 - $23.66 $24.6K - $26K
31.5K $737K
ICVT
Ishares Tr Convertible Bond Et

ETFs
397
+ 11.06%
$77.24 - $83.67 $30.7K - $33.2K
3.99K $333K
OEF
Ishares S&P 100 ETF

ETFs
148
+ 3.91%
$266.03 - $266.03 $39.4K - $39.4K
3.94K $1.05M
CCJ
Cameco Corp

Energy
952
+ 1360.0%
$36.9 - $53.72 $35.1K - $51.1K
1.02K $48K
IBM
International Business Machines Corp

Technology
28
+ 3.78%
$175.1 - $223.38 $4.9K - $6.25K
768 $169K
CRWD
Crowd Strike Holdings, Inc.

Technology
166
+ 368.89%
$217.89 - $392.15 $36.2K - $65.1K
211 $59K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.51%
$213.3 - $270.78 $853 - $1.08K
784 $212K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.17%
$333.64 - $405.2 $334 - $405
607 $245K
MU
Micron Technology Inc

Technology
277
+ 602.17%
$86.27 - $136.82 $23.9K - $37.9K
323 $33K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.05%
$66.91 - $81.4 $66.9 - $81.4
1.97K $158K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.31%
$488.01 - $604.18 $488 - $604
319 $186K
CEG
Constellation Energy Corp

Utilities
67
+ 63.21%
$167.08 - $262.86 $11.2K - $17.6K
173 $44K
AMZN
Amazon Com Inc

Consumer Cyclical
337
+ 5.84%
$161.02 - $200.0 $54.3K - $67.4K
6.11K $1.14M
FCX
Freeport Mcmoran Inc

Basic Materials
403
+ 523.38%
$39.52 - $51.92 $15.9K - $20.9K
480 $23K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.28%
$245.82 - $304.51 $246 - $305
354 $107K
PFIS
Peoples Financial Services Corp.

Financial Services
43
+ 0.37%
$41.44 - $50.49 $1.78K - $2.17K
11.7K $548K
SO
Southern CO

Utilities
30
+ 2.69%
$77.0 - $90.52 $2.31K - $2.72K
1.15K $103K
CI
Cigna Corp

Healthcare
40
+ 25.0%
$319.12 - $367.1 $12.8K - $14.7K
200 $69K
VKTX
Viking Therapeutics, Inc.

Healthcare
200
+ 66.67%
$49.84 - $70.47 $9.97K - $14.1K
500 $31K
FE
Firstenergy Corp

Utilities
19
+ 0.9%
$38.25 - $44.54 $727 - $846
2.13K $94K
KO
Coca Cola CO

Consumer Defensive
7
+ 0.44%
$62.69 - $73.01 $439 - $511
1.59K $114K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.18%
$107.93 - $120.23 $324 - $361
1.69K $198K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.39%
$255.18 - $283.2 $766 - $850
778 $220K
BWXT
Bwx Technologies, Inc.

Industrials
99
+ 76.15%
$92.38 - $108.7 $9.15K - $10.8K
229 $24K
SMR
Nuscale Power Corp

Industrials
1K
+ 666.67%
$6.98 - $15.81 $6.98K - $15.8K
1.15K $13K
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
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
XLV
Select Sector Spdr Fund Health

ETFs
3
+ 0.36%
$143.3 - $157.24 $430 - $472
828 $127K
VST
Vistra Corp.

Utilities
52
+ 130.0%
$69.0 - $119.06 $3.59K - $6.19K
92 $10K
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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