Stone House Investment Management, LLC Portfolio Holdings
Stone House Investment Management, LLC
- $380 Million
- Q2 2024
Stone House Investment Management, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $380 Million distributed in 378 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $73M, Ishares Core Total Usd Bond Ma with a value of $46.1M, Procter & Gamble CO with a value of $36.7M, Ishares S&P 500 Growth ETF with a value of $29.5M, and Ishares Msci Usa Quality Facto with a value of $25.2M.
Examining the 13F form we can see an decrease of $40.7M in the current position value, from $421M to 380M. Also it can be appreciated an additional of 44 stocks purchases and 1 closed positions.
Below you can find more details about Stone House Investment Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 378
- Current Value $380 Million
- Prior Value $421 Million
- Filing
- Period Q2 2024
- Filing Date August 14, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 44 stocks
- Additional Purchases 101 stocks
- Sold out of 1 stocks
- Reduced holdings in 96 stocks