Stone House Investment Management, LLC Top Holdings and 13F Report (2024) About Stone House Investment Management, LLCInvestment ActivityStone House Investment Management, LLC has $393.53 million in total holdings as of March 31, 2024.Stone House Investment Management, LLC owns shares of 50 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.98% of the portfolio was purchased this quarter.About 23.13% of the portfolio was sold this quarter.This quarter, Stone House Investment Management, LLC has purchased 380 new stocks and bought additional shares in 8 stocks.Stone House Investment Management, LLC sold shares of 40 stocks and completely divested from 331 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $59,801,519SPDR S&P 500 ETF Trust $40,233,974iShares Core Total USD Bond Market ETF $39,686,779iShares S&P 500 Growth ETF $26,526,135Procter & Gamble $25,268,753 Largest New Holdings this Quarter iShares MSCI USA Momentum Factor ETF $6,044,423 Holding Largest Purchases this Quarter iShares MSCI USA Momentum Factor ETF 29,211 shares (about $6.04M)iShares Gold Trust 26,703 shares (about $1.32M)ISHARES BITCOIN TRUST ETF 3,259 shares (about $172.89K)Vanguard Mid-Cap ETF 486 shares (about $128.38K)iShares Convertible Bond ETF 1,036 shares (about $88.03K) Largest Sales this Quarter iShares Core Total USD Bond Market ETF 328,963 shares (about $14.87M)Procter & Gamble 74,783 shares (about $12.54M)iShares Core S&P 500 ETF 19,172 shares (about $11.29M)SPDR S&P 500 ETF Trust 11,922 shares (about $6.99M)iShares S&P 500 Growth ETF 52,298 shares (about $5.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStone House Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$59,801,519$11,286,149 ▼-15.9%101,58615.2%ETFSPYSPDR S&P 500 ETF Trust$40,233,974$6,987,275 ▼-14.8%68,64910.2%FinanceIUSBiShares Core Total USD Bond Market ETF$39,686,779$14,869,129 ▼-27.3%878,02610.1%ManufacturingIVWiShares S&P 500 Growth ETF$26,526,135$5,309,816 ▼-16.7%261,2646.7%ETFPGProcter & Gamble$25,268,753$12,537,391 ▼-33.2%150,7236.4%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$23,395,493$3,880,550 ▼-14.2%131,3765.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$22,674,773$4,093,949 ▼-15.3%442,4355.8%ETFEFViShares MSCI EAFE Value ETF$17,915,545$1,681,399 ▼-8.6%341,4444.6%ETFEFGiShares MSCI EAFE Growth ETF$16,772,650$2,061,032 ▼-10.9%173,2174.3%ETFIXUSiShares Core MSCI Total International Stock ETF$15,962,862$2,199,879 ▼-12.1%241,3504.1%ManufacturingIVEiShares S&P 500 Value ETF$11,832,156$2,001,772 ▼-14.5%61,9873.0%ETFMBBiShares MBS ETF$10,256,614$1,811,598 ▼-15.0%111,8742.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$9,848,748$816,945 ▼-7.7%177,6152.5%ManufacturingIYWiShares U.S. Technology ETF$9,514,545$2,195,946 ▼-18.8%59,6452.4%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$9,203,104$1,051,659 ▼-10.3%94,9752.3%FinanceMUBiShares National Muni Bond ETF$6,994,099$538,188 ▼-7.1%65,6411.8%ETFMTUMiShares MSCI USA Momentum Factor ETF$6,044,423$6,044,423 ▲New Holding29,2111.5%ETFBINCiShares Flexible Income Active ETF$5,192,451$834,092 ▼-13.8%99,8161.3%ETFIWViShares Russell 3000 ETF$4,840,563$422,488 ▼-8.0%14,4821.2%ETFTLTiShares 20+ Year Treasury Bond ETF$4,176,637$778,895 ▼-15.7%47,8261.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,815,888$687,375 ▼-15.3%73,0731.0%ETFIFRAiShares U.S. Infrastructure ETF$2,920,508$281,441 ▼-8.8%63,0920.7%ETFEFAiShares MSCI EAFE ETF$2,063,632$114,776 ▼-5.3%27,2930.5%FinanceISTBiShares Core 1-5 Year USD Bond ETF$1,666,498$207,894 ▼-11.1%34,8860.4%ManufacturingEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,523,522$339,233 ▼-18.2%17,1110.4%ETFAAPLApple$1,486,438$44,072 ▼-2.9%5,9360.4%Computer and TechnologyIAUiShares Gold Trust$1,394,289$1,322,055 ▲1,830.2%28,1620.4%FinanceTLHiShares 10-20 Year Treasury Bond ETF$1,215,716$60,920 ▼-4.8%12,2130.3%ETFOEFiShares S&P 100 ETF$1,012,625$124,773 ▼-11.0%3,5060.3%ETFUPROProShares UltraPro S&P 500$994,510$178,250 ▼-15.2%11,2200.3%ETFCZNCCitizens & Northern$940,509$831,234 ▼-46.9%50,5650.2%FinanceAMZNAmazon.com$832,146$508,107 ▼-37.9%3,7930.2%Retail/WholesaleNVDANVIDIA$827,903$130,396 ▼-13.6%6,1650.2%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$630,233$437,269 ▼-41.0%6,1010.2%ETFVOVanguard Mid-Cap ETF$610,207$128,381 ▲26.6%2,3100.2%ETFPFISPeoples Financial Services$598,906$614 ▲0.1%11,7020.2%FinanceGOVTiShares U.S. Treasury Bond ETF$553,689$169,434 ▼-23.4%24,0940.1%ETFMSFTMicrosoft$540,346$88,934 ▼-14.1%1,2820.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$480,965$103,496 ▼-17.7%7,7190.1%ETFICVTiShares Convertible Bond ETF$426,645$88,031 ▲26.0%5,0210.1%ETFGOOGAlphabet$364,605$168,689 ▼-31.6%1,9150.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$363,302$19,453 ▲5.7%2,0730.1%ETFTSLATesla$329,7350.0%8170.1%Auto/Tires/TrucksHEFAiShares Currency Hedged MSCI EAFE ETF$327,546$20,884 ▼-6.0%9,4260.1%ETFGOOGLAlphabet$274,724$279,457 ▼-50.4%1,4510.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$266,046$172,890 ▲185.6%5,0150.1%SHS BEN INTAMDAdvanced Micro Devices$239,647$7,489 ▲3.2%1,9840.1%Computer and TechnologyJPMJPMorgan Chase & Co.$235,664$34,762 ▼-12.9%9830.1%FinanceHDHome Depot$229,051$7,000 ▼-3.0%5890.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$225,813$290 ▲0.1%7790.1%ETFIGEBiShares Investment Grade Bond Factor ETF$0$754,795 ▼-100.0%00.0%ETFLOWLowe's Companies$0$212,279 ▼-100.0%00.0%Retail/WholesaleCOSTCostco Wholesale$0$207,535 ▼-100.0%00.0%Retail/WholesaleTJXTJX Companies$0$198,242 ▼-100.0%00.0%Retail/WholesaleUNHUnitedHealth Group$0$186,637 ▼-100.0%00.0%MedicalDGROiShares Core Dividend Growth ETF$0$186,361 ▼-100.0%00.0%ETFIBMInternational Business Machines$0$169,717 ▼-100.0%00.0%Computer and TechnologyMAMastercard$0$164,929 ▼-100.0%00.0%Business ServicesWMTWalmart$0$158,935 ▼-100.0%00.0%Retail/WholesalePFEPfizer$0$158,565 ▼-100.0%00.0%MedicalLLYEli Lilly and Company$0$142,420 ▼-100.0%00.0%MedicalQQQInvesco QQQ$0$140,847 ▼-100.0%00.0%FinanceCBUCommunity Bank System$0$137,045 ▼-100.0%00.0%FinanceMETAMeta Platforms$0$130,836 ▼-100.0%00.0%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$0$130,722 ▼-100.0%00.0%ManufacturingMRKMerck & Co., Inc.$0$130,594 ▼-100.0%00.0%MedicalGDGeneral Dynamics$0$129,401 ▼-100.0%00.0%AerospaceXLVHealth Care Select Sector SPDR Fund$0$127,522 ▼-100.0%00.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$0$127,123 ▼-100.0%00.0%ETFCVXChevron$0$126,719 ▼-100.0%00.0%Oils/EnergyPANWPalo Alto Networks$0$123,048 ▼-100.0%00.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$0$115,206 ▼-100.0%00.0%ETFKOCoca-Cola$0$114,269 ▼-100.0%00.0%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$0$112,144 ▼-100.0%00.0%ETFXOMExxon Mobil$0$110,579 ▼-100.0%00.0%Oils/EnergyMCDMcDonald's$0$107,710 ▼-100.0%00.0%Retail/WholesaleGNRSPDR S&P Global Natural Resources ETF$0$107,388 ▼-100.0%00.0%ETFIAGGiShares Core International Aggregate Bond ETF$0$106,028 ▼-100.0%00.0%ETFCRMSalesforce$0$105,378 ▼-100.0%00.0%Computer and TechnologyMARMarriott International$0$105,158 ▼-100.0%00.0%Consumer DiscretionarySOSouthern$0$103,436 ▼-100.0%00.0%UtilitiesCHKELChesapeake Energy$0$102,984 ▼-100.0%00.0%EnergyCMGChipotle Mexican Grill$0$100,835 ▼-100.0%00.0%Retail/WholesaleGWWW.W. Grainger$0$96,666 ▼-100.0%00.0%Industrial ProductsNSCNorfolk Southern$0$94,360 ▼-100.0%00.0%TransportationFEFirstEnergy$0$94,287 ▼-100.0%00.0%UtilitiesNBTBNBT Bancorp$0$90,712 ▼-100.0%00.0%FinanceSJMJ. M. Smucker$0$86,954 ▼-100.0%00.0%Consumer StaplesSHViShares Short Treasury Bond ETF$0$83,152 ▼-100.0%00.0%ETFBXBlackstone$0$82,078 ▼-100.0%00.0%FinanceMDLZMondelez International$0$81,037 ▼-100.0%00.0%Consumer StaplesMRVLMarvell Technology$0$79,424 ▼-100.0%00.0%Computer and TechnologyPEPPepsiCo$0$79,317 ▼-100.0%00.0%Consumer StaplesXLUUtilities Select Sector SPDR Fund$0$77,781 ▼-100.0%00.0%ETFADIAnalog Devices$0$75,726 ▼-100.0%00.0%Computer and TechnologyICEIntercontinental Exchange$0$75,019 ▼-100.0%00.0%FinanceBABoeing$0$71,763 ▼-100.0%00.0%AerospaceXLEEnergy Select Sector SPDR Fund$0$71,204 ▼-100.0%00.0%ETFAMGNAmgen$0$69,455 ▼-100.0%00.0%MedicalCHKChesapeake Energy$0$69,446 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. 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