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.
Portfolio value
$380 Million
ETFs: $328 Million
Consumer Defensive: $37.4 Million
Technology: $4.13 Million
Financial Services: $3.17 Million
Consumer Cyclical: $2.59 Million
Healthcare: $1.36 Million
Communication Services: $1.26 Million
Industrials: $723,000
Other: $1.13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
