Stone House Investment Management, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $517 Million distributed in 520 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $54M, Ishares Core Total Usd Bond Ma with a value of $51.6M, Ishares Core S&P 500 ETF with a value of $34.9M, Procter & Gamble CO with a value of $33.9M, and Ishares Msci Usa Quality Facto with a value of $33.5M.
Examining the 13F form we can see an increase of $33.1M in the current position value, from $483M to 517M.
Also it can be appreciated an additional of 150 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
$517 Million
ETFs: $464 Million
Consumer Defensive: $34.8 Million
Technology: $4.74 Million
Financial Services: $4.25 Million
Consumer Cyclical: $2.88 Million
Communication Services: $1.46 Million
Industrials: $1.34 Million
Healthcare: $985,000
Other: $1.62 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
