Stone House Investment Management, LLC Top Holdings and 13F Report (2024) About Stone House Investment Management, LLCInvestment ActivityStone House Investment Management, LLC has $484.22 million in total holdings as of March 31, 2024.Stone House Investment Management, LLC owns shares of 380 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 21.75% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Stone House Investment Management, LLC has purchased 377 new stocks and bought additional shares in 89 stocks.Stone House Investment Management, LLC sold shares of 61 stocks and completely divested from 45 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $69,655,798iShares Core Total USD Bond Market ETF $56,873,344SPDR S&P 500 ETF Trust $46,228,562Procter & Gamble $39,057,714iShares S&P 500 Growth ETF $30,023,575 Largest New Holdings this Quarter iShares Russell 3000 ETF $5,144,654 HoldingProShares UltraPro S&P 500 $1,140,380 HoldingiShares iBonds Dec 2030 Term Corporate ETF $127,123 HoldingVanguard S&P 500 ETF $58,571 HoldingEnphase Energy $33,906 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 79,978 shares (about $45.89M)iShares Core MSCI Total International Stock ETF 273,205 shares (about $19.84M)iShares MSCI EAFE Value ETF 209,111 shares (about $12.03M)iShares Core Total USD Bond Market ETF 188,527 shares (about $8.88M)iShares Russell 3000 ETF 15,746 shares (about $5.14M) Largest Sales this Quarter iShares Treasury Floating Rate Bond ETF 464 shares (about $∞T)iShares Core S&P 500 ETF 12,637 shares (about $7.29M)Invesco S&P 500 Equal Weight ETF 21,860 shares (about $3.92M)iShares Currency Hedged MSCI EAFE ETF 99,683 shares (about $3.53M)iShares Core MSCI Emerging Markets ETF 46,107 shares (about $2.65M) 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$69,655,798$7,289,292 ▼-9.5%120,75814.4%ETFIUSBiShares Core Total USD Bond Market ETF$56,873,344$8,883,396 ▲18.5%1,206,98911.7%ManufacturingSPYSPDR S&P 500 ETF Trust$46,228,562$45,888,321 ▲13,487.0%80,5719.5%FinancePGProcter & Gamble$39,057,714$554,761 ▲1.4%225,5068.1%Consumer StaplesIVWiShares S&P 500 Growth ETF$30,023,575$459,409 ▼-1.5%313,5626.2%ETFQUALiShares MSCI USA Quality Factor ETF$27,462,827$1,003,362 ▲3.8%153,1675.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$25,839,028$672,199 ▲2.7%522,3175.3%ETFEFViShares MSCI EAFE Value ETF$21,486,841$12,030,166 ▲127.2%373,4894.4%ETFEFGiShares MSCI EAFE Growth ETF$20,938,167$998,347 ▼-4.6%194,5024.3%ETFIXUSiShares Core MSCI Total International Stock ETF$19,944,997$19,842,879 ▲19,431.4%274,6114.1%ManufacturingIVEiShares S&P 500 Value ETF$14,289,749$531,572 ▲3.9%72,4743.0%ETFMBBiShares MBS ETF$12,611,853$604,849 ▲5.0%131,6342.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$11,754,406$2,762,543 ▲30.7%192,3482.4%ManufacturingIYWiShares U.S. Technology ETF$11,130,574$631,497 ▼-5.4%73,4112.3%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$10,717,231$304,722 ▲2.9%105,8282.2%FinanceMUBiShares National Muni Bond ETF$7,679,294$46,277 ▼-0.6%70,6921.6%ETFBINCiShares Flexible Income Active ETF$6,201,452$1,991,156 ▲47.3%115,8501.3%ETFTLTiShares 20+ Year Treasury Bond ETF$5,566,730$1,589,331 ▼-22.2%56,7451.1%ETFIWViShares Russell 3000 ETF$5,144,654$5,144,654 ▲New Holding15,7461.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,950,796$2,646,996 ▼-34.8%86,2361.0%ETFIFRAiShares U.S. Infrastructure ETF$3,249,002$311,363 ▲10.6%69,1720.7%ETFEFAiShares MSCI EAFE ETF$2,409,464$2,184,917 ▲973.0%28,8110.5%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,957,763$145,702 ▼-6.9%20,9210.4%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,910,110$58,367 ▲3.2%39,2380.4%ManufacturingCZNCCitizens & Northern$1,875,571$186,464 ▲11.0%95,2550.4%FinanceAAPLApple$1,424,107$5,359 ▼-0.4%6,1120.3%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$1,402,201$89,544 ▼-6.0%12,8250.3%ETFUPROProShares UltraPro S&P 500$1,140,380$1,140,380 ▲New Holding13,2310.2%ETFAMZNAmazon.com$1,138,290$62,793 ▲5.8%6,1090.2%Retail/WholesaleOEFiShares S&P 100 ETF$1,089,756$40,956 ▲3.9%3,9380.2%ETFVONGVanguard Russell 1000 Growth ETF$997,438$93,914 ▼-8.6%10,3340.2%ETFNVDANVIDIA$866,597$14,573 ▼-1.7%7,1360.2%Computer and TechnologyIGEBiShares Investment Grade Bond Factor ETF$754,795$70,912 ▲10.4%16,2430.2%ETFGOVTiShares U.S. Treasury Bond ETF$737,906$25,819 ▲3.6%31,4670.2%ETFMSFTMicrosoft$642,579$5,165 ▲0.8%1,4930.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$584,584$46,555 ▲8.7%9,3800.1%ETFPFISPeoples Financial Services$548,018$2,016 ▲0.4%11,6900.1%FinanceGOOGLAlphabet$485,479$5,805 ▲1.2%2,9270.1%Computer and TechnologyVOVanguard Mid-Cap ETF$481,189$44,320 ▲10.1%1,8240.1%ETFGOOGAlphabet$468,277$18,056 ▲4.0%2,8010.1%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$355,142$3,530,629 ▼-90.9%10,0270.1%ETFRSPInvesco S&P 500 Equal Weight ETF$351,529$3,916,628 ▼-91.8%1,9620.1%ETFICVTiShares Convertible Bond ETF$333,460$33,220 ▲11.1%3,9850.1%ETFAMDAdvanced Micro Devices$315,362$3,282 ▼-1.0%1,9220.1%Computer and TechnologyHDHome Depot$246,144$406 ▲0.2%6070.1%Retail/WholesaleJPMJPMorgan Chase & Co.$237,796$3,162 ▼-1.3%1,1280.0%FinanceVTIVanguard Total Stock Market ETF$220,202$849 ▲0.4%7780.0%ETFTSLATesla$213,621$37,913 ▼-15.1%8170.0%Auto/Tires/TrucksLOWLowe's Companies$212,279$1,083 ▲0.5%7840.0%Retail/WholesaleCOSTCostco Wholesale$207,5350.0%2340.0%Retail/WholesaleTJXTJX Companies$198,242$353 ▲0.2%1,6870.0%Retail/WholesaleUNHUnitedHealth Group$186,637$585 ▲0.3%3190.0%MedicalDGROiShares Core Dividend Growth ETF$186,361$69,893 ▼-27.3%2,9730.0%ETFIBMInternational Business Machines$169,717$6,188 ▲3.8%7680.0%Computer and TechnologyMAMastercard$164,9290.0%3340.0%Business ServicesWMTWalmart$158,935$81 ▲0.1%1,9680.0%Retail/WholesalePFEPfizer$158,565$1,389 ▼-0.9%5,4790.0%MedicalLLYEli Lilly and Company$142,420$35,384 ▼-19.9%1610.0%MedicalQQQInvesco QQQ$140,847$8,285 ▼-5.6%2890.0%FinanceCBUCommunity Bank System$137,045$46,282 ▲51.0%2,3600.0%FinanceMETAMeta Platforms$130,836$4,571 ▼-3.4%2290.0%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$130,7220.0%1,0360.0%ManufacturingMRKMerck & Co., Inc.$130,594$2,839 ▼-2.1%1,1500.0%MedicalGDGeneral Dynamics$129,4010.0%4280.0%AerospaceXLVHealth Care Select Sector SPDR Fund$127,522$462 ▲0.4%8280.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$127,123$127,123 ▲New Holding5,7340.0%ETFCVXChevron$126,7190.0%8600.0%Oils/EnergyPANWPalo Alto Networks$123,0480.0%3600.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$115,206$937 ▼-0.8%1,4760.0%ETFKOCoca-Cola$114,269$503 ▲0.4%1,5900.0%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$112,144$4,444 ▼-3.8%9590.0%ETFXOMExxon Mobil$110,5790.0%9430.0%Oils/EnergyMCDMcDonald's$107,710$304 ▲0.3%3540.0%Retail/WholesaleGNRSPDR S&P Global Natural Resources ETF$107,388$519 ▲0.5%1,8620.0%ETFIAGGiShares Core International Aggregate Bond ETF$106,028$726 ▲0.7%2,0460.0%ETFCRMSalesforce$105,3780.0%3850.0%Computer and TechnologyMARMarriott International$105,1580.0%4230.0%Consumer DiscretionarySOSouthern$103,436$2,705 ▲2.7%1,1470.0%UtilitiesCHKELChesapeake Energy$102,9840.0%1,5800.0%EnergyCMGChipotle Mexican Grill$100,835$5,762 ▼-5.4%1,7500.0%Retail/WholesaleGWWW.W. Grainger$96,6660.0%930.0%Industrial ProductsNSCNorfolk Southern$94,3600.0%3800.0%TransportationFEFirstEnergy$94,287$843 ▲0.9%2,1260.0%UtilitiesNBTBNBT Bancorp$90,7120.0%2,0510.0%FinanceSJMJ. M. Smucker$86,954$727 ▲0.8%7180.0%Consumer StaplesSHViShares Short Treasury Bond ETF$83,152$774 ▲0.9%7520.0%ETFBXBlackstone$82,0780.0%5360.0%FinanceMDLZMondelez International$81,037$1,473 ▼-1.8%1,1000.0%Consumer StaplesMRVLMarvell Technology$79,4240.0%1,1010.0%Computer and TechnologyPEPPepsiCo$79,317$340 ▲0.4%4660.0%Consumer StaplesXLUUtilities Select Sector SPDR Fund$77,7810.0%9630.0%ETFADIAnalog Devices$75,7260.0%3290.0%Computer and TechnologyICEIntercontinental Exchange$75,0190.0%4670.0%FinanceIAUiShares Gold Trust$72,512$1,143 ▼-1.6%1,4590.0%FinanceBABoeing$71,763$3,497 ▲5.1%4720.0%AerospaceXLEEnergy Select Sector SPDR Fund$71,204$615 ▲0.9%8110.0%ETFAMGNAmgen$69,455$322 ▲0.5%2160.0%MedicalCHKChesapeake Energy$69,446$165 ▲0.2%8440.0%Oils/EnergyCIThe Cigna Group$69,288$13,858 ▲25.0%2000.0%MedicalIWMiShares Russell 2000 ETF$67,158$221 ▲0.3%3040.0%FinanceShowing largest 100 holdings. View all holdings. 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