Stone House Investment Management, LLC New Holdings in Q1 2025

Stone House Investment Management, LLC

  • $483 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
16.4K
New
$105.3 - $106.24 $1.73M - $1.74M
16.4K $1.73M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
6.56K
New
$135.34 - $188.66 $888K - $1.24M
6.56K $921K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.85K
New
$90.0 - $96.32 $617K - $660K
6.85K $632K
CB
Chubb LTD

Financial Services
1.12K
New
$257.71 - $301.99 $289K - $339K
1.12K $339K
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
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
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
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
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
PANW
Palo Alto Networks Inc

Technology
752
New
$167.82 - $208.28 $126K - $157K
752 $128K
IGE
Ishares Tr North Amern Nat Res

ETFs
2.83K
New
$42.6 - $46.27 $120K - $131K
2.83K $128K
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
GD
General Dynamics Corp

Industrials
443
New
$241.94 - $272.58 $107K - $121K
443 $120K
MCD
Mcdonalds Corp

Consumer Cyclical
380
New
$279.74 - $321.29 $106K - $122K
380 $118K
KO
Coca Cola CO

Consumer Defensive
1.65K
New
$60.81 - $72.32 $100K - $119K
1.65K $117K
CRM
Salesforce, Inc.

Technology
437
New
$268.36 - $359.95 $117K - $157K
437 $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
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
MAR
Marriott International Inc

Consumer Cyclical
423
New
$237.01 - $304.45 $100K - $129K
423 $100K
SO
Southern CO

Utilities
1.1K
New
$80.96 - $92.96 $88.8K - $102K
1.1K $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
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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