Stone House Investment Management, LLC Reduced Holdings in Q4 2024

Stone House Investment Management, LLC

  • $388 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-329K
- 27.25%
$45.07 - $47.1 $14.8M - $15.5M
878K $39.7M
PG
Procter & Gamble CO

Consumer Defensive
-74.8K
- 33.16%
$161.05 - $179.7 $12M - $13.4M
151K $25.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-19.2K
- 15.88%
$570.51 - $610.59 $10.9M - $11.7M
102K $59.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-11.9K
- 14.8%
$567.81 - $607.81 $6.77M - $7.25M
68.6K $40.2M
EFG
Msci Eafe Growth ETF

ETFs
-21.3K
- 10.94%
$96.83 - $106.88 $2.06M - $2.27M
173K $16.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-21.8K
- 14.23%
$176.42 - $186.91 $3.84M - $4.07M
131K $23.4M
IXUS
Ishares Tr

ETFs
-33.3K
- 12.11%
$65.95 - $72.56 $2.19M - $2.41M
241K $16M
EFV
Msci Eafe Value ETF

ETFs
-32K
- 8.58%
$51.78 - $57.15 $1.66M - $1.83M
341K $17.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
-52.3K
- 16.68%
$94.43 - $105.47 $4.94M - $5.52M
261K $26.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-79.9K
- 15.29%
$49.03 - $53.35 $3.92M - $4.26M
442K $22.7M
MBB
Ishares Tr

ETFs
-19.8K
- 15.01%
$91.26 - $95.82 $1.8M - $1.89M
112K $10.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-14.7K
- 7.66%
$55.45 - $61.08 $817K - $900K
178K $9.85M
IYW
Ishares Dj Us Tech ETF

ETFs
-13.8K
- 18.75%
$148.14 - $166.23 $2.04M - $2.29M
59.6K $9.51M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10.9K
- 10.26%
$96.64 - $101.23 $1.05M - $1.1M
95K $9.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.92K
- 15.72%
$87.1 - $98.49 $777K - $878K
47.8K $4.18M
CZNC
Citizens & Northern Corp

Financial Services
-44.7K
- 46.92%
$18.36 - $20.85 $821K - $932K
50.6K $940K
IEMG
Ishares Inc

ETFs
-13.2K
- 15.26%
N/A
73.1K $3.92M
MUB
Ishares National Muni Bond ETF

ETFs
-5.05K
- 7.15%
$105.78 - $108.7 $534K - $549K
65.6K $6.99M
EMB
Ishares Tr

ETFs
-3.81K
- 18.21%
$88.94 - $93.46 $339K - $356K
17.1K $1.52M
VONG
Vanguard Russell 1000 Growth E

ETFs
-4.23K
- 40.96%
$95.27 - $107.82 $403K - $456K
6.1K $630K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.52K
- 5.27%
$75.1 - $82.99 $114K - $126K
27.3K $2.06M
IFRA
Ishares Tr

ETFs
-6.08K
- 8.79%
$45.94 - $51.71 $279K - $314K
63.1K $2.92M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.32K
- 37.91%
$180.88 - $232.93 $419K - $539K
3.79K $832K
IWV
Ishares Russell 3000 ETF

ETFs
-1.26K
- 8.03%
$323.08 - $349.08 $408K - $441K
14.5K $4.84M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-4.35K
- 11.09%
$47.58 - $48.56 $207K - $211K
34.9K $1.67M
GOOGL
Alphabet Inc.

Communication Services
-1.48K
- 50.43%
$161.86 - $196.66 $239K - $290K
1.45K $274K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-612
- 4.77%
$99.04 - $109.59 $60.6K - $67.1K
12.2K $1.22M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.37K
- 23.43%
$22.39 - $23.45 $165K - $173K
24.1K $553K
UPRO
Proshares Trust Proshares Ultr

ETFs
-2.01K
- 15.2%
$82.66 - $99.48 $166K - $200K
11.2K $994K
OEF
Ishares S&P 100 ETF

ETFs
-432
- 10.97%
N/A
3.51K $932K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.66K
- 17.71%
$61.68 - $67.87 $102K - $113K
7.72K $480K
GOOG
Alphabet Inc.

Communication Services
-886
- 31.63%
$163.08 - $198.16 $144K - $176K
1.92K $364K
MSFT
Microsoft Corp

Technology
-211
- 14.13%
$406.35 - $454.46 $85.7K - $95.9K
1.28K $540K
NVDA
Nvidia Corp

Technology
-971
- 13.61%
$117.0 - $148.88 $114K - $145K
6.17K $827K
HEFA
Ishares Currency Hedged Msci E

ETFs
-601
- 5.99%
$34.42 - $35.88 $20.7K - $21.6K
9.43K $327K
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 2.97%
$385.02 - $431.37 $6.93K - $7.76K
589 $229K
JPM
Jpmorgan Chase & CO

Financial Services
-145
- 12.85%
$205.18 - $250.29 $29.8K - $36.3K
983 $235K
Blackrock ETF Trust Ii
-16K
- 13.84%
N/A
99.8K $0
AAPL
Apple Inc.

Technology
-176
- 2.88%
$221.69 - $259.02 $39K - $45.6K
5.94K $1.49M
Activity Summary
Buys All Purchases 9 New Holdings 1 Increased Positions 8 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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