Stone House Investment Management, LLC Portfolio Holdings by Sector
Stone House Investment Management, LLC
- $483 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV SPY IUSB IVW QUAL DYNF IXUS IVE 97 stocks |
$430,698
89.13% of portfolio
|
89
|
8
|
64
|
- |
0
Calls
0
Puts
|
|
$35,600
7.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Banks—Regional | Financial Services
CZNC PFIS CBU NBTB MTB CZFS TFC NWFL 10 stocks |
$2,930
0.61% of portfolio
|
9
|
1
|
8
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL VOXX 2 stocks |
$1,494
0.31% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN SE BABA CPNG JMIA 5 stocks |
$1,272
0.26% of portfolio
|
5
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META BIDU PINS TWLO OPRA SNAP 8 stocks |
$1,154
0.24% of portfolio
|
8
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD ADI MRVL TSM MU QCOM ASX 9 stocks |
$1,096
0.23% of portfolio
|
8
|
1
|
7
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW PLTR CRWD HOOD ACIW ORCL ADBE 15 stocks |
$963
0.2% of portfolio
|
15
|
- |
14
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK LLY PFE AMGN BMY ABBV JNJ BIIB 10 stocks |
$509
0.11% of portfolio
|
10
|
- |
10
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT DG 3 stocks |
$434
0.09% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$417
0.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$367
0.08% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$339
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Aerospace & Defense | Industrials
GD BA BWXT LMT RTX CW HWM NOC 13 stocks |
$312
0.06% of portfolio
|
13
|
- |
13
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM TTE PBR 4 stocks |
$308
0.06% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG BROS CBRL YUM WEN YUMC 7 stocks |
$304
0.06% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS ELV 4 stocks |
$277
0.06% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$269
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM CDW ACN LDOS FISV KD 6 stocks |
$265
0.05% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CHK EOG DVN COP CHRD WDS EQT AR 11 stocks |
$227
0.05% of portfolio
|
11
|
- |
11
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO FE ED EXC NEE DUK ETR AEP 10 stocks |
$227
0.05% of portfolio
|
10
|
- |
10
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU 2 stocks |
$220
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA AXP PYPL V 4 stocks |
$210
0.04% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE SMR GTLS CMI ETN ITW PSIX 7 stocks |
$204
0.04% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$200
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM SHOP CLSK GWRE NOW QTWO IMMR FSLY 9 stocks |
$183
0.04% of portfolio
|
9
|
- |
9
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM F 3 stocks |
$156
0.03% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT SBAC CCI 3 stocks |
$114
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET EPD KMI OKE GLP WMB TRGP ENB 8 stocks |
$111
0.02% of portfolio
|
8
|
- |
8
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX USA STK TY DHF 5 stocks |
$111
0.02% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT EW MDT PRCT NNOX ZBH 6 stocks |
$107
0.02% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ TMUS T CMCSA 4 stocks |
$105
0.02% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC WAB CNI 3 stocks |
$100
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$100
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX NVO VKTX RXRX CRSP STOK ALT EDIT 8 stocks |
$98
0.02% of portfolio
|
8
|
- |
8
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE CME 2 stocks |
$98
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$94
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO MPC PSX 3 stocks |
$91
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SJM 1 stocks |
$88
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
MMYT TCOM CCL RCL NCLH 5 stocks |
$87
0.02% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB HAL 2 stocks |
$80
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$77
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG 2 stocks |
$65
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$64
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$64
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU MET BHF 3 stocks |
$56
0.01% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX MTZ AGX STRL 4 stocks |
$53
0.01% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Uranium | Energy
LEU CCJ UEC UUUU DNN NXE URG 7 stocks |
$53
0.01% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM MDU 3 stocks |
$49
0.01% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$49
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
MAS 1 stocks |
$49
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$45
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
A MYGN DHR 3 stocks |
$43
0.01% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX VRT NVT 3 stocks |
$41
0.01% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$41
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW MS 2 stocks |
$38
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$37
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
UMH 1 stocks |
$33
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO BBWI 2 stocks |
$26
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$24
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
UGI NFE 2 stocks |
$21
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX DELL QBTS IONQ RGTIW 5 stocks |
$21
0.0% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT TER 2 stocks |
$18
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST NRG 2 stocks |
$18
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$18
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$17
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD CC 2 stocks |
$16
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
TGLS USLM 2 stocks |
$16
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$15
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
ARIS YORW 2 stocks |
$14
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WBD 2 stocks |
$13
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$12
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI HPE 3 stocks |
$12
0.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA CF 2 stocks |
$12
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW JBL 2 stocks |
$10
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$9
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$7
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$7
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$6
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM ALCC 2 stocks |
$5
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$5
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
BTMD MODV 2 stocks |
$4
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Drilling | Energy
RIG 1 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM 1 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$2
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
VAC 1 stocks |
$2
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
LTH 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
KBH 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
CGNX 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
HBI UA UAA 3 stocks |
$1
0.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS CRDL 2 stocks |
$0
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
GT 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
CECE 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|