Stone House Investment Management, LLC Reduced Holdings in Q2 2025

Stone House Investment Management, LLC

  • $517 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-52.3K
- 48.16%
$498.8 - $620.9 $26.1M - $32.4M
56.3K $34.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-102K
- 91.64%
$96.84 - $99.46 $9.83M - $10.1M
9.26K $918K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-163K
- 92.67%
$50.08 - $63.14 $8.16M - $10.3M
12.9K $814K
HEFA
Ishares Currency Hedged Msci E

ETFs
-86.5K
- 89.29%
$32.11 - $38.21 $2.78M - $3.31M
10.4K $393K
SUB
Ishares Short Term National Mu

ETFs
-16K
- 97.44%
$104.77 - $106.34 $1.68M - $1.7M
420 $44K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.81K
- 99.63%
$83.97 - $92.85 $740K - $818K
33 $2K
IAU
Ishares Gold Trust

ETFs
-17.7K
- 16.4%
$56.1 - $64.74 $992K - $1.14M
90.1K $5.62M
IFRA
Ishares Tr

ETFs
-14.5K
- 99.33%
$40.97 - $49.19 $596K - $715K
98 $4K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.05K
- 49.22%
$152.93 - $181.74 $314K - $373K
2.12K $385K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-3.89K
- 49.27%
$78.98 - $90.1 $307K - $350K
4.01K $360K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.61K
- 38.02%
$81.46 - $94.63 $212K - $247K
4.25K $401K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-8.76K
- 29.58%
$22.54 - $23.17 $197K - $203K
20.9K $479K
XCEM
Columbia ETF Tr Ii

ETFs
-6.68K
- 91.01%
$26.68 - $34.18 $178K - $228K
660 $22K
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.82K
- 35.46%
$82.51 - $109.2 $233K - $308K
5.13K $560K
MBB
Ishares Tr

ETFs
-2.02K
- 1.64%
$91.41 - $94.22 $185K - $190K
121K $11.4M
XLV
Select Sector Spdr Fund Health

ETFs
-990
- 54.13%
$128.77 - $144.3 $127K - $143K
839 $113K
XLU
Utilities Sector Spdr

ETFs
-1.87K
- 66.03%
$73.09 - $82.77 $137K - $155K
963 $78K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-2.92K
- 89.46%
$44.64 - $47.48 $130K - $139K
344 $16K
IGE
Ishares Tr North Amern Nat Res

ETFs
-2.78K
- 98.2%
$38.21 - $46.01 $106K - $128K
51 $2K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-4.49K
- 72.76%
$24.18 - $27.61 $108K - $124K
1.68K $45K
SPMD
Spdr Portfolio

ETFs
-1.88K
- 97.01%
$44.89 - $54.38 $84.3K - $102K
58 $3K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.05K
- 0.45%
$45.12 - $46.23 $228K - $234K
1.12M $51.6M
MA
Mastercard Inc

Financial Services
-112
- 32.28%
$479.92 - $590.74 $53.8K - $66.2K
235 $132K
PFE
Pfizer Inc

Healthcare
-2.24K
- 72.11%
$21.59 - $24.84 $48.3K - $55.6K
865 $20K
VO
Vanguard Mid Cap ETF

ETFs
-387
- 15.27%
$228.54 - $279.83 $88.4K - $108K
2.15K $601K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-619
- 71.31%
$61.03 - $67.59 $37.8K - $41.8K
249 $15K
COST
Costco Wholesale Corp

Consumer Defensive
-54
- 20.45%
$908.13 - $1056.85 $49K - $57.1K
210 $207K
CRM
Salesforce, Inc.

Technology
-152
- 34.78%
$236.26 - $291.15 $35.9K - $44.3K
285 $77K
JNJ
Johnson & Johnson

Healthcare
-164
- 58.16%
$146.36 - $159.82 $24K - $26.2K
118 $18K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-200
- 77.82%
$99.37 - $134.05 $19.9K - $26.8K
57 $6K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-527
- 24.65%
$59.24 - $71.39 $31.2K - $37.6K
1.61K $114K
BX
Blackstone Inc.

Financial Services
-205
- 38.03%
$120.07 - $151.11 $24.6K - $31K
334 $49K
SLB
Schlumberger Limited

Energy
-416
- 34.52%
$31.95 - $42.2 $13.3K - $17.6K
789 $26K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-600
- 35.29%
$45.98 - $56.15 $27.6K - $33.7K
1.1K $61K
JPM
Jpmorgan Chase & CO

Financial Services
-268
- 20.41%
$210.28 - $289.91 $56.4K - $77.7K
1.05K $302K
ICE
Intercontinental Exchange, Inc.

Financial Services
-137
- 27.85%
$151.62 - $183.47 $20.8K - $25.1K
355 $65K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-57
- 21.67%
$212.1 - $244.27 $12.1K - $13.9K
206 $45K
TJX
Tjx Companies Inc

Consumer Cyclical
-167
- 9.59%
$119.13 - $135.03 $19.9K - $22.6K
1.58K $194K
CDW
Cdw Corp

Technology
-125
- 58.14%
$144.49 - $190.68 $18.1K - $23.8K
90 $16K
GWW
W.W. Grainger, Inc.

Industrials
-21
- 21.88%
$919.93 - $1101.66 $19.3K - $23.1K
75 $78K
LLY
Eli Lilly & CO

Healthcare
-13
- 11.82%
$713.71 - $898.95 $9.28K - $11.7K
97 $75K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-25
- 25.25%
$421.16 - $509.5 $10.5K - $12.7K
74 $32K
HAL
Halliburton CO

Energy
-432
- 35.97%
$19.26 - $25.7 $8.32K - $11.1K
769 $15K
EOG
Eog Resources Inc

Energy
-92
- 24.6%
$104.61 - $129.97 $9.62K - $12K
282 $33K
ABC
Amerisourcebergen Corp

Healthcare
-77
- 28.73%
N/A
191 $35K
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 1.99%
$210.83 - $235.28 $3.37K - $3.76K
787 $174K
PANW
Palo Alto Networks Inc

Technology
-182
- 24.2%
$152.44 - $204.64 $27.7K - $37.2K
570 $116K
ADI
Analog Devices Inc

Technology
-105
- 29.33%
$164.6 - $238.02 $17.3K - $25K
253 $60K
MAS
Masco Corp

Industrials
-128
- 17.93%
$58.73 - $71.06 $7.52K - $9.1K
586 $37K
Activity Summary
Buys All Purchases 274 New Holdings 150 Increased Positions 124 Sells All Sells 111 Reductions 110 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Stone House Investment Management, LLC Portfolio

Follow Stone House Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone House Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone House Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email