Stone House Investment Management, LLC Portfolio Holdings by Sector
Stone House Investment Management, LLC
- $517 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY IUSB IVV QUAL EFV IVW DYNF IVE 95 stocks |
$463,985
89.91% of portfolio
|
49
|
38
|
13
|
- |
0
Calls
0
Puts
|
|
$33,926
6.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Banks—Regional | Financial Services
CZNC PFIS NBTB CBU MTB CZFS TFC FNB 12 stocks |
$3,051
0.59% of portfolio
|
7
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD MRVL ADI TSM AVGO MU QCOM 11 stocks |
$1,517
0.29% of portfolio
|
5
|
4
|
3
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN SE MELI CPNG JMIA TDUP BABA 7 stocks |
$1,467
0.28% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,428
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META TWLO PINS DASH 6 stocks |
$1,326
0.26% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD PANW PLTR ORCL DLO CYBR TOST 12 stocks |
$1,295
0.25% of portfolio
|
4
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA GD LMT BWXT CW HWM NOC RTX 17 stocks |
$457
0.09% of portfolio
|
11
|
2
|
5
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$422
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT DG 3 stocks |
$413
0.08% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK ABBV LLY AMGN PFE JNJ NVS BIIB 9 stocks |
$360
0.07% of portfolio
|
4
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$353
0.07% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE SMR GTLS CMI ITW PSIX AME EMR 9 stocks |
$331
0.06% of portfolio
|
5
|
- |
3
|
- |
0
Calls
0
Puts
|
|
$326
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Integrated | Energy
CVX XOM TTE E 4 stocks |
$325
0.06% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG BROS YUM YUMC DPZ WEN SBUX 8 stocks |
$314
0.06% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS ELV 4 stocks |
$298
0.06% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO FE ED WEC EXC DUK XEL AEP 13 stocks |
$240
0.05% of portfolio
|
8
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM CDW ACN LDOS FISV KD 6 stocks |
$239
0.05% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CHK EOG DVN COP WDS CHRD EQT TPL 16 stocks |
$222
0.04% of portfolio
|
9
|
2
|
5
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F TM GM 4 stocks |
$206
0.04% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX CRI 2 stocks |
$194
0.04% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$181
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM CLSK SHOP NOW BSY GWRE QTWO APP 12 stocks |
$169
0.03% of portfolio
|
4
|
4
|
4
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA AXP V SOFI 4 stocks |
$149
0.03% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Uranium | Energy
LEU CCJ UEC UUUU DNN 5 stocks |
$124
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET KMI EPD WMB OKE INSW DTM ENB 9 stocks |
$119
0.02% of portfolio
|
6
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT SBAC CCI 3 stocks |
$117
0.02% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$115
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO MPC PSX 3 stocks |
$115
0.02% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T TMUS 3 stocks |
$113
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT EW MDT SYK BSX NNOX 6 stocks |
$111
0.02% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC WAB CNI 3 stocks |
$105
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$102
0.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX MTZ AGX STRL GLDD 5 stocks |
$93
0.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX USA STK TY DHF 5 stocks |
$87
0.02% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE CME 2 stocks |
$79
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST 2 stocks |
$78
0.02% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SJM GIS 2 stocks |
$76
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX SCCO 2 stocks |
$66
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX VKTX RXRX STOK EDIT ALT ROIV 7 stocks |
$66
0.01% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG 2 stocks |
$65
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$64
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO TSCO BBWI 3 stocks |
$60
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$60
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$60
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU MET BHF LNC 4 stocks |
$57
0.01% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX VRT HAYW ENS 4 stocks |
$56
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
MMYT CCL RCL NCLH 4 stocks |
$54
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB HAL FTI BKR NOV 5 stocks |
$50
0.01% of portfolio
|
3
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM MDU 3 stocks |
$47
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$45
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$44
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW MS MC 3 stocks |
$39
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
A MYGN DHR SHC 4 stocks |
$39
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
MAS BLDR LPX 3 stocks |
$37
0.01% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$35
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$35
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO ZBRA MSI 3 stocks |
$32
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST NRG 2 stocks |
$31
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL DAL AAL ALK 4 stocks |
$31
0.01% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
UMH 1 stocks |
$30
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX QBTS IONQ RGTIW 4 stocks |
$29
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$25
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS PARA WBD 4 stocks |
$24
0.0% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE CNHI 3 stocks |
$24
0.0% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
UGI NFE 2 stocks |
$24
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE STLD RS CLF 4 stocks |
$22
0.0% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$21
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD SHW APD OLN ALB CC RPM 7 stocks |
$17
0.0% of portfolio
|
5
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA CF FMC SMG 4 stocks |
$17
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$16
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM KGC NGD BTG HL GORO IDR 7 stocks |
$15
0.0% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT TER 2 stocks |
$12
0.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$10
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Health Information Services | Healthcare
VEEV DOCS 2 stocks |
$8
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
MHK LEG TPX 3 stocks |
$8
0.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
BTMD MODV 2 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
MEG WM 2 stocks |
$8
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO MP TMC SLI 4 stocks |
$6
0.0% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ESAB ATI 2 stocks |
$5
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
BTU 1 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR SEE 2 stocks |
$4
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
MPW 1 stocks |
$3
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
VAC 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
YORW WTRG 2 stocks |
$3
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
ASM PPTA 2 stocks |
$2
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE EXPI 2 stocks |
$2
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
MTH TOL 2 stocks |
$2
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MPAA ALSN 2 stocks |
$1
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
HBI UAA UA 3 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$1
0.0% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
FDP 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LOPE STRA 2 stocks |
$0
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
ROLL SWK 2 stocks |
$0
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Silver | Basic Materials
AG 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
KMDA 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
TGLS 1 stocks |
$0
0.0% of portfolio
|
- |
1
|
- |
1
|
0
Calls
0
Puts
|
|
Paper & Paper Products | Basic Materials
SLVM 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aluminum | Basic Materials
AA 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|