Stone House Investment Management, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $477 Million distributed in 380 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 $69.7M, Ishares Core Total Usd Bond Ma with a value of $56.9M, Spdr S&P 500 ETF Trust with a value of $46.2M, Procter & Gamble CO with a value of $39M, and Ishares S&P 500 Growth ETF with a value of $30M.
Examining the 13F form we can see an increase of $96.9M in the current position value, from $380M to 477M.
Also it can be appreciated an additional of 48 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
$477 Million
ETFs: $422 Million
Consumer Defensive: $39.8 Million
Technology: $4.24 Million
Financial Services: $3.69 Million
Consumer Cyclical: $2.65 Million
Healthcare: $1.34 Million
Communication Services: $1.16 Million
Industrials: $799,000
Other: $1.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
