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 Market Cap. of $10 Billions to $200 Billions