Stone House Investment Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Stone House Investment Management, LLC reported 50 stock positions worth $393.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 15.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 10.2%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 10.1%). Compared with Q3 2024, it opened 1 new position, sold out of 327, added to 8 and reduced 40. The biggest buy was a new position in iShares MSCI USA Momentum Fa (MTUM) and the biggest sale Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- TUNKHANNOCK, PA
- CIK
- 0001696497
- Portfolio Value
- $393.5M (Q4 2024)
- SEC Filing
- 0001696497-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 50 stocks · $393.5M
| IVV iShares Core S&P 500 ETF | 15.20% | 101,586 | $59.8M | Reduce -15.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 10.22% | 68,649 | $40.2M | Reduce -14.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 10.08% | 878,026 | $39.7M | Reduce -27.3% |
| IVW iShares S&P 500 Growth ETF | 6.74% | 261,264 | $26.5M | Reduce -16.7% |
| PG The Procter & Gamble Co. | 6.42% | 150,723 | $25.3M | Reduce -33.2% |
| QUAL iShares MSCI USA Quality Fac | 5.95% | 131,376 | $23.4M | Reduce -14.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.76% | 442,435 | $22.7M | Reduce -15.3% |
| EFV iShares MSCI Eafe Value ETF | 4.55% | 341,444 | $17.9M | Reduce -8.6% |
| EFG iShares MSCI Eafe Growth ETF | 4.26% | 173,217 | $16.8M | Reduce -10.9% |
| IXUS iShares Core Intl Stock ETF | 4.06% | 241,350 | $16.0M | Reduce -12.1% |
| IVE iShares S&P 500 Value ETF | 3.01% | 61,987 | $11.8M | Reduce -14.5% |
| MBB iShares MBS ETF | 2.61% | 111,874 | $10.3M | Reduce -15.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.50% | 177,615 | $9.8M | Reduce -7.7% |
| IYW iShares Ustechnology ETF | 2.42% | 59,645 | $9.5M | Reduce -18.8% |
| AGG iShares Core U.S. Aggregate | 2.34% | 94,975 | $9.2M | Reduce -10.3% |
| MUB iShares National Muni Bond E | 1.78% | 65,641 | $7.0M | Reduce -7.2% |
| MTUM iShares MSCI USA Momentum Fa | 1.54% | 29,211 | $6.0M | New |
| BINC iShares Flex I A ETF-Usd Inc. | 1.32% | 99,816 | $5.2M | Reduce -13.8% |
| IWV iShares Russell 3000 ETF | 1.23% | 14,482 | $4.8M | Reduce -8.0% |
| TLT iShares 20+ Year Treasury BD | 1.06% | 47,826 | $4.2M | Reduce -15.7% |
| IEMG iShares Core MSCI Emerging | 0.97% | 73,073 | $3.8M | Reduce -15.3% |
| IFRA iShares US Infrastructure | 0.74% | 63,092 | $2.9M | Reduce -8.8% |
| EFA iShares MSCI Eafe ETF | 0.52% | 27,293 | $2.1M | Reduce -5.3% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.42% | 34,886 | $1.7M | Reduce -11.1% |
| EMB iShares JP Morgan Usd Emergi | 0.39% | 17,111 | $1.5M | Reduce -18.2% |
| AAPL Apple Inc. | 0.38% | 5,936 | $1.5M | Reduce -2.9% |
| IAU iShares Gold Trust | 0.35% | 28,162 | $1.4M | Add +1830.2% |
| TLH iShares 10-20 Year Treasury | 0.31% | 12,213 | $1.2M | Reduce -4.8% |
| OEF iShares S&P 100 ETF | 0.26% | 3,506 | $1.0M | Reduce -11.0% |
| UPRO Proshares Ultrapro S&P 500 | 0.25% | 11,220 | $995K | Reduce -15.2% |
| CZNC Citizens & Northern Corp. | 0.24% | 50,565 | $941K | Reduce -46.9% |
| AMZN Amazon.com Inc. | 0.21% | 3,793 | $832K | Reduce -37.9% |
| NVDA Nvidia Corp. | 0.21% | 6,165 | $828K | Reduce -13.6% |
| VONG Vanguard Russell 1000 Growth | 0.16% | 6,101 | $630K | Reduce -41.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 2,310 | $610K | Add +26.6% |
| PFIS Peoples Financial Services | 0.15% | 11,702 | $599K | Add +0.1% |
| GOVT iShares US Treasury Bond ETF | 0.14% | 24,094 | $554K | Reduce -23.4% |
| MSFT Microsoft Corp. | 0.14% | 1,282 | $540K | Reduce -14.1% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 7,719 | $481K | Reduce -17.7% |
| ICVT iShares Convertible Bond ETF | 0.11% | 5,021 | $427K | Add +26.0% |
| GOOG Alphabet Inc. Class C | 0.09% | 1,915 | $365K | Reduce -31.6% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 2,073 | $363K | Add +5.7% |
| TSLA Tesla Inc. | 0.08% | 817 | $330K | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.08% | 9,426 | $328K | Reduce -6.0% |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,451 | $275K | Reduce -50.4% |
| IBIT iShares Bitcoin Trust ETF | 0.07% | 5,015 | $266K | Add +185.6% |
| AMD Advanced Micro Devices | 0.06% | 1,984 | $240K | Add +3.2% |
| JPM JPMorgan Chase & Co. | 0.06% | 983 | $236K | Reduce -12.8% |
| HD Home Depot Inc. | 0.06% | 589 | $229K | Reduce -3.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 779 | $226K | Add +0.1% |
Portfolio Sells Q3 2024 → Q4 2024
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -27.3% | 10.08% | −1.66 |
| PG The Procter & Gamble Co. | Reduce -33.2% | 6.42% | −1.65 |
| IGEB iShares Investment Grade SYS | Sold out | 0.00% | −0.16 |
| CZNC Citizens & Northern Corp. | Reduce -46.9% | 0.24% | −0.15 |
| TLT iShares 20+ Year Treasury BD | Reduce -15.7% | 1.06% | −0.09 |
| IXUS iShares Core Intl Stock ETF | Reduce -12.1% | 4.06% | −0.06 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -10.9% | 4.26% | −0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -15.3% | 0.97% | −0.05 |
| VONG Vanguard Russell 1000 Growth | Reduce -41.0% | 0.16% | −0.05 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.04 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.04 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.04 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.04 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.04 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.04 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.03 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -50.4% | 0.07% | −0.03 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.03 |
| CBU Community Financial System I | Sold out | 0.00% | −0.03 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.03 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.03 |
| IBDV iShares Ibonds Dec 2030 Corp. | Sold out | 0.00% | −0.03 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.03 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.03 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -37.9% | 0.21% | −0.02 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.02 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.02 |
| GNR State Street SPDR S&P Global | Sold out | 0.00% | −0.02 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.02 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.02 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.02 |
| SO The Southern Co. | Sold out | 0.00% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.02 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.02 |
| FE Firstenergy Corp. | Sold out | 0.00% | −0.02 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.02 |
| NBTB N B T Bancorp Inc. | Sold out | 0.00% | −0.02 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.02 |
| EMB iShares JP Morgan Usd Emergi | Reduce -18.2% | 0.39% | −0.02 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.02 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| MTUM iShares MSCI USA Momentum Fa | New | 1.54% | +1.54 |
| IAU iShares Gold Trust | Add +1830.2% | 0.35% | +0.34 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +26.6% | 0.16% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | Add +185.6% | 0.07% | +0.05 |
| ICVT iShares Convertible Bond ETF | Add +26.0% | 0.11% | +0.04 |
| PFIS Peoples Financial Services | Add +0.1% | 0.15% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +5.7% | 0.09% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.06% | +0.01 |
| AMD Advanced Micro Devices | Add +3.2% | 0.06% | −0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| EXEEL Chesapeake Energy Corp. -CW26 | *W EXP 02/09/202 | Sold out | 1,580 | $103Kbefore exit |
| SMR.WS Nuscale Power Co. -CW27 | *W EXP 05/02/202 | Sold out | 400 | $1Kbefore exit |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | IBOXX INV CP ETF | Sold out | 0 | $21before exit |
| TFLO iShares Treasury Floating Ra | TRS FLT RT BD | Sold out | 0 | $5before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,336 | $752.2M | IVV, IUSB, SPYM, IVW, DYNF |
| Q1 2026 | 1,066 | $558.1M | IVV, IUSB, IVE, IVW, DYNF |
| Q4 2025 | 847 | $644.2M | SPYM, IUSB, IVV, IVE, DYNF |
| Q3 2025 | 721 | $593.5M | SPY, IUSB, IVV, DYNF, PG |
| Q2 2025 | 515 | $543.9M | SPY, IUSB, IVV, PG, QUAL |
| Q1 2025 | 433 | $493.3M | IVV, SPY, IUSB, PG, IVW |
| Q4 2024 | 50 | $393.5M | IVV, SPY, IUSB, IVW, PG |
| Q3 2024 | 376 | $484.1M | IVV, IUSB, SPY, PG, IVW |
| Q2 2024 | 375 | $384.7M | IVV, IUSB, PG, IVW, QUAL |
| Q1 2024 | 399 | $425.3M | IVV, SPY, IUSB, PG, QUAL |