Stone House Investment Management, LLC Portfolio Holdings
Q3 2025•718 long positions•$578.1M portfolio value
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Holding768 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $58.9M 10.19% | +$726.8K Bought | — 88.5K shares | 87.4K → 88.5K +$726.8K | +1.25% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $46.6M 8.06% | -$5.5M Sold | — 997.3K shares | 1.1M → 997.3K −$5.5M | -10.57% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $41.3M 7.14% | +$3.6M Bought | — 61.7K shares | 56.3K → 61.7K +$3.6M | +9.61% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $37.8M 6.54% | +$5.1M Bought | — 638.9K shares | 553.3K → 638.9K +$5.1M | +15.47% | — — | Q1 2024 Held for 1y 8m | |
Household & Personal Products Consumer Defensive | $35.3M 6.1% | +$2.5M Bought | 0.01% 229.5K shares | 212.9K → 229.5K +$2.5M | +7.76% | $359.62B Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $33.8M 5.84% | -$1.6M Sold | — 279.9K shares | 293.1K → 279.9K −$1.6M | -4.52% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $30.9M 5.34% | -$4.0M Sold | — 455.1K shares | 513.6K → 455.1K −$4.0M | -11.4% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $29.5M 5.11% | -$6.1M Sold | — 151.8K shares | 183.0K → 151.8K −$6.1M | -17.03% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $28.5M 4.94% | +$1.9M Bought | — 138.2K shares | 128.8K → 138.2K +$1.9M | +7.33% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $27.1M 4.7% | +$12.7M Bought | — 81.6K shares | 43.5K → 81.6K +$12.7M | +87.38% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $25.4M 4.39% | +$2.9M Bought | — 385.0K shares | 341.3K → 385.0K +$2.9M | +12.81% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $24.2M 4.19% | +$648.6K Bought | — 293.4K shares | 285.6K → 293.4K +$648.6K | +2.75% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $17.5M 3.02% | +$4.7M Bought | — 169.7K shares | 123.8K → 169.7K +$4.7M | +37.04% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $14.6M 2.53% | +$487.8K Bought | — 386.9K shares | 374.0K → 386.9K +$487.8K | +3.44% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $12.3M 2.13% | +$746.9K Bought | — 129.2K shares | 121.3K → 129.2K +$746.9K | +6.47% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $11.3M 1.96% | +$305.7K Bought | — 244.6K shares | 238.0K → 244.6K +$305.7K | +2.78% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $9.9M 1.71% | +$308.8K Bought | — 38.6K shares | 37.4K → 38.6K +$308.8K | +3.22% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $9.6M 1.66% | +$3.0M Bought | — 131.9K shares | 90.1K → 131.9K +$3.0M | +46.38% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $9.4M 1.62% | +$442.9K Bought | — 182.7K shares | 174.0K → 182.7K +$442.9K | +4.97% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $8.0M 1.39% | +$457.6K Bought | — 151.2K shares | 142.6K → 151.2K +$457.6K | +6.03% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.9M 1.02% | -$590.9K Sold | — 55.5K shares | 61.1K → 55.5K −$590.9K | -9.09% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $5.9M 1.02% | -$73.1K Sold | — 15.6K shares | 15.8K → 15.6K −$73.1K | -1.23% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.3M 0.913% | +$5.3M Bought | — 25.2K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.4M 0.593% | -$10.5M Sold | — 30.1K shares | 122.5K → 30.1K −$10.5M | -75.43% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.0M 0.524% | +$381.5K Bought | — 31.8K shares | 27.8K → 31.8K +$381.5K | +14.41% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.4M 0.414% | +$8.5K Bought | — 25.6K shares | 25.5K → 25.6K +$8.5K | +0.36% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.2M 0.373% | +$76.9K Bought | — 44.2K shares | 42.6K → 44.2K +$76.9K | +3.7% | — — | Q1 2022 Held for 3y 8m | |
Consumer Electronics Technology | $1.8M 0.31% | +$16.6K Bought | 0.0% 7.0K shares | 7.0K → 7.0K +$16.6K | +0.93% | $3.78T Mega Cap | Q1 2017 Held for 8y 8m | |
Banks - Regional Financial Services | $1.5M 0.262% | -$453.1K Sold | 0.494% 76.6K shares | 99.5K → 76.6K −$453.1K | -22.99% | $307.4M Small Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.3M 0.233% | +$1.3M Bought | — 6.9K shares | 79.0K → 6.9K −$14.1M | -91.3% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $1.3M 0.23% | +$878.3 Bought | 0.0% 6.1K shares | 6.0K → 6.1K +$878.3 | +0.07% | $2.34T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.3M 0.224% | — | — 6.1K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $1.3M 0.223% | +$71.5K Bought | 0.0% 6.9K shares | 6.5K → 6.9K +$71.5K | +5.87% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $957.7K 0.166% | +$10.9K Bought | 0.0% 1.8K shares | 1.8K → 1.8K +$10.9K | +1.15% | $3.85T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $886.7K 0.153% | -$41.6K Sold | — 8.8K shares | 9.3K → 8.8K −$41.6K | -4.48% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $876.5K 0.152% | +$75.1K Bought | — 8.5K shares | 7.8K → 8.5K +$75.1K | +9.38% | — — | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $714.9K 0.124% | -$9.3K Sold | 0.0% 2.9K shares | 3.0K → 2.9K −$9.3K | -1.28% | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $707.9K 0.122% | -$10.7K Sold | 0.0% 2.9K shares | 3.0K → 2.9K −$10.7K | -1.49% | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $678.4K 0.117% | +$57.0K Bought | — 5.6K shares | 5.1K → 5.6K +$57.0K | +9.18% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $633.3K 0.11% | +$2.4K Bought | — 2.2K shares | 2.1K → 2.2K +$2.4K | +0.37% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $618.6K 0.107% | — | — 5.1K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Banks - Regional Financial Services | $567.9K 0.098% | +$632.0 Bought | 0.117% 11.7K shares | 11.7K → 11.7K +$632.0 | +0.11% | $485.8M Small Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $550.0K 0.095% | -$46.9K Sold | — 8.4K shares | 9.1K → 8.4K −$46.9K | -7.86% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $512.2K 0.089% | +$30.0K Bought | — 22.2K shares | 20.9K → 22.2K +$30.0K | +6.22% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $502.6K 0.087% | — | — 6.7K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $458.6K 0.079% | +$43.3K Bought | — 2.5K shares | 2.2K → 2.5K +$43.3K | +10.42% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $425.1K 0.074% | +$24.4K Bought | — 4.2K shares | 4.0K → 4.2K +$24.4K | +6.09% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $424.5K 0.073% | +$99.9 Bought | — 4.2K shares | 4.2K → 4.2K +$99.9 | +0.02% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $416.3K 0.072% | +$32.6K Bought | — 6.9K shares | 6.4K → 6.9K +$32.6K | +8.5% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $403.5K 0.07% | +$1.5K Bought | — 2.1K shares | 2.1K → 2.1K +$1.5K | +0.38% | — — | Q2 2023 Held for 2y 5m |
