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
SJM
J M Smucker CO

Consumer Defensive
746
New
$100.41 - $118.41 $74.9K - $88.3K
746 $88K
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
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.67K
New
$49.42 - $50.43 $82.5K - $84.2K
1.67K $83K
PEP
Pepsico Inc

Consumer Defensive
555
New
$142.64 - $156.42 $79.2K - $86.8K
555 $83K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
759
New
$102.49 - $119.96 $77.8K - $91K
759 $79K
KR
Kroger CO

Consumer Defensive
1.15K
New
$58.36 - $67.72 $67.1K - $77.9K
1.15K $77K
XLE
Energy Sector Spdr

ETFs
824
New
$85.7 - $93.96 $70.6K - $77.4K
824 $77K
BX
Blackstone Inc.

Financial Services
539
New
$136.53 - $186.74 $73.6K - $101K
539 $75K
FQAL
Fidelity Covington Tr Quality

ETFs
1.18K
New
$63.12 - $69.13 $74.6K - $81.7K
1.18K $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
MRVL
Marvell Technology, Inc.

Technology
1.1K
New
$61.57 - $126.06 $67.8K - $139K
1.1K $67K
AMGN
Amgen Inc

Healthcare
217
New
$258.59 - $327.36 $56.1K - $71K
217 $67K
CRWD
Crowd Strike Holdings, Inc.

Technology
191
New
$308.86 - $455.36 $59K - $87K
191 $67K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
123
New
$442.66 - $534.52 $54.4K - $65.7K
123 $65K
MTB
M&T Bank Corp

Financial Services
367
New
$170.47 - $201.98 $62.6K - $74.1K
367 $65K
CI
Cigna Corp

Healthcare
200
New
$274.49 - $329.0 $54.9K - $65.8K
200 $65K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
263
New
$208.48 - $244.03 $54.8K - $64.2K
263 $64K
BMY
Bristol Myers Squibb CO

Healthcare
1.05K
New
$53.9 - $63.11 $56.6K - $66.3K
1.05K $64K
IWM
Ishares Russell 2000 ETF

ETFs
306
New
$198.1 - $229.79 $60.6K - $70.3K
306 $61K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
868
New
$65.44 - $70.64 $56.8K - $61.3K
868 $59K
MDLZ
Mondelez International, Inc.

Consumer Defensive
863
New
$56.12 - $68.15 $48.4K - $58.8K
863 $58K
AMT
American Tower Corp

Real Estate
254
New
$173.46 - $217.6 $44.1K - $55.3K
254 $55K
ABBV
Abb Vie Inc.

Healthcare
263
New
$169.2 - $216.66 $44.5K - $57K
263 $55K
BROS
Dutch Bros Inc.

Consumer Cyclical
873
New
$55.77 - $85.37 $48.7K - $74.5K
873 $53K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
518
New
$100.59 - $103.47 $52.1K - $53.6K
518 $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
VLO
Valero Energy Corp

Energy
382
New
$121.76 - $142.99 $46.5K - $54.6K
382 $50K
VZ
Verizon Communications Inc

Communication Services
1.1K
New
$37.81 - $46.49 $41.7K - $51.3K
1.1K $50K
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
IBHE
Ishares Ibonds 2025 Term High

ETFs
2.15K
New
$23.16 - $23.32 $49.8K - $50.1K
2.15K $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
IFGL
Ishares International Develope

ETFs
2.19K
New
$18.76 - $20.18 $41.1K - $44.2K
2.19K $43K
MMYT
Make My Trip LTD

Consumer Cyclical
500
New
N/A
500 $43K
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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