Stone House Investment Management, LLC Portfolio Holdings

Stone House Investment Management, LLC

  • $483 Million
  • Q1 2025

Stone House Investment Management, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $483 Million distributed in 437 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 $61M, Spdr S&P 500 ETF Trust with a value of $51.7M, Ishares Core Total Usd Bond Ma with a value of $51.6M, Procter & Gamble CO with a value of $35.6M, and Ishares S&P 500 Growth ETF with a value of $29.3M.

Examining the 13F form we can see an increase of $95.3M in the current position value, from $388M to 483M.

Below you can find more details about Stone House Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $483 Million
ETFs: $431 Million
Consumer Defensive: $36.5 Million
Financial Services: $4.28 Million
Technology: $4.06 Million
Consumer Cyclical: $2.61 Million
Communication Services: $1.27 Million
Healthcare: $1.09 Million
Industrials: $996,000
Other: $1.41 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61 Million 12.61% of portfolio
108,508
Q1 2025 Added 6.81%
$0
$51.7 Million 10.71% of portfolio
92,507
Q1 2025 Added 34.75%
$0
$51.6 Million 10.68% of portfolio
1,120,146
Q1 2025 Added 27.58%
$0
$29.3 Million 6.05% of portfolio
315,156
Q1 2025 Added 20.63%
$0
$28.8 Million 5.96% of portfolio
168,621
Q1 2025 Added 28.35%
$0
$26.3 Million 5.44% of portfolio
539,326
Q1 2025 Added 21.9%
$0
$21.7 Million 4.49% of portfolio
311,013
Q1 2025 Added 28.86%
$0
$21.3 Million 4.41% of portfolio
111,827
Q1 2025 Added 80.4%
$0
$19.3 Million 3.99% of portfolio
327,393
Q1 2025 Reduced 4.12%
$0
$11.9 Million 2.46% of portfolio
119,079
Q1 2025 Reduced 31.25%
$0
$11.6 Million 2.39% of portfolio
123,360
Q1 2025 Added 10.27%
$0
$11 Million 2.27% of portfolio
110,794
Q1 2025 Added 16.66%
$0
$10 Million 2.07% of portfolio
71,171
Q1 2025 Added 19.32%
$0
$9.69 Million 2.0% of portfolio
175,930
Q1 2025 Reduced 0.95%
$0
$9.16 Million 1.89% of portfolio
88,245
Q1 2025 Added 622.55%
$0
$9.04 Million 1.87% of portfolio
168,454
Q1 2025 Added 130.53%
$0
$7.24 Million 1.5% of portfolio
35,843
Q1 2025 Added 22.7%
$53.4B
$6.35 Million 1.31% of portfolio
107,778
Q1 2025 Added 282.71%
$0
$4.76 Million 0.98% of portfolio
45,150
Q1 2025 Reduced 31.22%
$0
$3.52 Million 0.73% of portfolio
96,868
Q1 2025 Added 927.67%
$0
$2.27 Million 0.47% of portfolio
25,048
Q1 2025 Added 46.39%
$0
$2 Million 0.41% of portfolio
41,321
Q1 2025 Added 18.45%
$0
$1.73 Million 0.36% of portfolio
16,425
Q1 2025 New
$0
$921,000 0.19% of portfolio
6,564
Q1 2025 New
$0
$804,000 0.17% of portfolio
8,841
Q1 2025 Reduced 81.51%
$0
$738,000 0.15% of portfolio
7,955
Q1 2025 Added 30.39%
$0
$722,000 0.15% of portfolio
4,173
Q1 2025 Added 101.3%
$0
$660,000 0.14% of portfolio
7,894
Q1 2025 Added 57.22%
$0
$680,000 0.14% of portfolio
29,614
Q1 2025 Added 22.91%
$0
$655,000 0.14% of portfolio
2,535
Q1 2025 Added 9.74%
$0
$659,000 0.14% of portfolio
14,634
Q1 2025 Reduced 76.81%
$0
$632,000 0.13% of portfolio
6,852
Q1 2025 New
$0
$540,000 0.11% of portfolio
9,270
Q1 2025 Added 20.09%
$0
$267,000 0.06% of portfolio
1,829
Q1 2025 New
$0
$278,000 0.06% of portfolio
2,970
Q1 2025 New
$0
$269,000 0.06% of portfolio
980
Q1 2025 Added 25.8%
$0
$245,000 0.05% of portfolio
4,294
Q1 2025 New
$0
$223,000 0.05% of portfolio
2,835
Q1 2025 New
$0
$176,000 0.04% of portfolio
875
Q1 2025 New
$0
$216,000 0.04% of portfolio
7,344
Q1 2025 New
$0
$130,000 0.03% of portfolio
5,228
Q1 2025 New
$0
$140,000 0.03% of portfolio
1,854
Q1 2025 New
$0
$169,000 0.03% of portfolio
6,167
Q1 2025 New
$0
$153,000 0.03% of portfolio
3,263
Q1 2025 New
$0
$146,000 0.03% of portfolio
3,550
Q1 2025 New
$0
$143,000 0.03% of portfolio
2,321
Q1 2025 New
$0
$148,000 0.03% of portfolio
317
Q1 2025 New
$0
$128,000 0.03% of portfolio
2,827
Q1 2025 New
$0
$141,000 0.03% of portfolio
2,138
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 437
  • Current Value $483 Million
  • Prior Value $388 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 388 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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