Latest Stone House Investment Management, LLC Stock Portfolio
Stone House Investment Management, LLC Performance:
2024 Q4: 0.43%YTD: 9.11%2023: 8.14%
Performance for 2024 Q4 is 0.43%, and YTD is 9.11%, and 2023 is 8.14%.
About Stone House Investment Management, LLC and 13F Hedge Fund Stock Holdings
Stone House Investment Management, LLC is a hedge fund based in TUNKHANNOCK, PA. On 22-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $401.5 Millions. In it's latest 13F Holdings report, Stone House Investment Management, LLC reported an equity portfolio of $393.5 Millions as of 31 Dec, 2024.
The top stock holdings of Stone House Investment Management, LLC are IJR, SPY, ACWF. The fund has invested 15.2% of it's portfolio in ISHARES TR and 10.2% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off ISHARES TR (AGT), LOWES COS INC (LOW) and COSTCO WHSL CORP NEW (COST) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), CITIZENS & NORTHN CORP (CZNC) and VANGUARD SCOTTSDALE FDS (BNDW). Stone House Investment Management, LLC opened new stock positions in ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES GOLD TR (IAU), ISHARES BITCOIN TRUST ETF and VANGUARD INDEX FDS (VB).
The top stock holdings of Stone House Investment Management, LLC are IJR, SPY, ACWF. The fund has invested 15.2% of it's portfolio in ISHARES TR and 10.2% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off ISHARES TR (AGT), LOWES COS INC (LOW) and COSTCO WHSL CORP NEW (COST) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), CITIZENS & NORTHN CORP (CZNC) and VANGUARD SCOTTSDALE FDS (BNDW). Stone House Investment Management, LLC opened new stock positions in ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES GOLD TR (IAU), ISHARES BITCOIN TRUST ETF and VANGUARD INDEX FDS (VB).
Stone House Investment Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Stone House Investment Management, LLC made a return of 0.43% in the last quarter. In trailing 12 months, it's portfolio return was 9.11%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 6,044,420 |
New stocks bought by Stone House Investment Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares gold tr | 1,830 |
| ishares bitcoin trust etf | 185 |
| vanguard index fds | 26.64 |
| ishares tr | 26.00 |
| invesco exchange traded fd t | 5.66 |
| advanced micro devices inc | 3.23 |
| vanguard index fds | 0.13 |
| peoples finl svcs corp | 0.1 |
Additions to existing portfolio by Stone House Investment Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| alphabet inc | -50.43 |
| citizens & northn corp | -46.92 |
| vanguard scottsdale fds | -40.96 |
| amazon com inc | -37.91 |
| procter and gamble co | -33.16 |
| alphabet inc | -31.63 |
| ishares tr | -27.25 |
| ishares tr | -23.43 |
Stone House Investment Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -754,795 |
| ishares tr | -127,123 |
| pfizer inc | -158,565 |
| enovix corporation | -48,475 |
| liberty all star equity fd | -28,639 |
| jumia technologies ag | -16,020 |
| ishares tr | -186,361 |
| oklo inc | -23,461 |
Stone House Investment Management, LLC got rid off the above stocks
Sector Distribution
Stone House Investment Management, LLC has about 91.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 91.7 |
| Consumer Defensive | 6.4 |
Market Cap. Distribution
Stone House Investment Management, LLC has about 7.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 91.7 |
| MEGA-CAP | 7.8 |
Stocks belong to which Index?
About 7.8% of the stocks held by Stone House Investment Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 91.7 |
| S&P 500 | 7.8 |
Stone House Investment Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Stone House Investment Management, LLC
Stone House Investment Management, LLC has 50 stocks in it's portfolio. About 73.2% of the portfolio is in top 10 stocks. PG proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Stone House Investment Management, LLC last quarter.
Last Reported on: 13 Feb, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares tr | 15.20 | 101,586 | 59,801,500 | reduced | -15.88 | ||
Historical Trend of ISHARES TR Position Held By Stone House Investment Management, LLCWhat % of Portfolio is IJR?:Number of IJR shares held:Change in No. of Shares Held: | ||||||||
| SPY | spdr s&p 500 etf tr | 10.22 | 68,649 | 40,234,000 | reduced | -14.8 | ||
| ACWF | ishares tr | 10.09 | 878,026 | 39,686,800 | reduced | -27.25 | ||
| IJR | ishares tr | 6.74 | 261,264 | 26,526,100 | reduced | -16.68 | ||
| PG | procter and gamble co | 6.42 | 150,723 | 25,268,800 | reduced | -33.16 | ||
| IBCE | ishares tr | 5.94 | 131,376 | 23,395,500 | reduced | -14.23 | ||
| BECO | blackrock etf trust | 5.76 | 442,435 | 22,674,800 | reduced | -15.29 | ||
| AAXJ | ishares tr | 4.55 | 341,444 | 17,915,500 | reduced | -8.58 | ||
| AAXJ | ishares tr | 4.26 | 173,217 | 16,772,600 | reduced | -10.94 | ||
| IBCE | ishares tr | 4.06 | 241,350 | 15,962,900 | reduced | -12.11 | ||
| IJR | ishares tr | 3.01 | 61,987 | 11,832,200 | reduced | -14.47 | ||
| AAXJ | ishares tr | 2.61 | 111,874 | 10,256,600 | reduced | -15.01 | ||
| EMGF | ishares inc | 2.50 | 177,615 | 9,848,750 | reduced | -7.66 | ||
| IJR | ishares tr | 2.42 | 59,645 | 9,514,540 | reduced | -18.75 | ||
| IJR | ishares tr | 2.34 | 94,975 | 9,203,100 | reduced | -10.26 | ||
| AAXJ | ishares tr | 1.78 | 65,641 | 6,994,100 | reduced | -7.15 | ||
| IBCE | ishares tr | 1.54 | 29,211 | 6,044,420 | new | |||
| HYMU | blackrock etf trust ii | 1.32 | 99,816 | 5,192,450 | reduced | -13.84 | ||
| IJR | ishares tr | 1.23 | 14,482 | 4,840,560 | reduced | -8.03 | ||
| IJR | ishares tr | 1.06 | 47,826 | 4,176,640 | reduced | -15.72 | ||
