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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.15B
$204,000 0.04% of portfolio
3,598
Q1 2025 New
$2.65B
$53,000 0.01% of portfolio
873
Q1 2025 New
$5.65B
$43,000 0.01% of portfolio
500
Q1 2025 New
$2.36B
$28,000 0.01% of portfolio
458
Q1 2025 New
$3.62B
$12,000 0.0% of portfolio
168
Q1 2025 New
$2.07B
$7,000 0.0% of portfolio
300
Q1 2025 New
$4.28B
$22,000 0.0% of portfolio
202
Q1 2025 New
$6B
$20,000 0.0% of portfolio
380
Q1 2025 New
$5.56B
$1,000 0.0% of portfolio
54
Q1 2025 New
$5.28B
$8,000 0.0% of portfolio
658
Q1 2025 New
$3.23B
$1,000 0.0% of portfolio
230
Q1 2025 New
$9.51B
$0 0.0% of portfolio
5
Q1 2025 New
$2.53B
$7,000 0.0% of portfolio
505
Q1 2025 New
$2.52B
$2,000 0.0% of portfolio
50
Q1 2025 New
$3.86B
$0 0.0% of portfolio
12
Q1 2025 New
$4.99B
$0 0.0% of portfolio
7
Q1 2025 New
$8.84B
$3,000 0.0% of portfolio
200
Q1 2025 New
$5.93B
$3,000 0.0% of portfolio
297
Q1 2025 New
$2.32B
$3,000 0.0% of portfolio
200
Q1 2025 New
$5.24B
$18,000 0.0% of portfolio
342
Q1 2025 New
$2.99B
$2,000 0.0% of portfolio
42
Q1 2025 New
$6.74B
$5,000 0.0% of portfolio
45
Q1 2025 New
$10B
$2,000 0.0% of portfolio
61
Q1 2025 New
$5.71B
$1,000 0.0% of portfolio
40
Q1 2025 New
$2.39B
$4,000 0.0% of portfolio
1,007
Q1 2025 New
$2.56B
$1,000 0.0% of portfolio
115
Q1 2025 New
$7.35B
$21,000 0.0% of portfolio
657
Q1 2025 New
$2.32B
$5,000 0.0% of portfolio
255
Q1 2025 New
$6.31B
$1,000 0.0% of portfolio
15
Q1 2025 New
$3.01B
$0 0.0% of portfolio
50
Q1 2025 New
$5.42B
$1,000 0.0% of portfolio
50
Q1 2025 New
$7.99B
$1,000 0.0% of portfolio
50
Q1 2025 New
$7.34B
$6,000 0.0% of portfolio
215
Q1 2025 New
$3.78B
$3,000 0.0% of portfolio
90
Q1 2025 New
$4.74B
$1,000 0.0% of portfolio
25
Q1 2025 New
$3.41B
$4,000 0.0% of portfolio
292
Q1 2025 New
$4.13B
$2,000 0.0% of portfolio
48
Q1 2025 New
$5.96B
$11,000 0.0% of portfolio
77
Q1 2025 New
$4.34B
$2,000 0.0% of portfolio
55
Q1 2025 New
$5.3B
$4,000 0.0% of portfolio
50
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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