Portfolio (Quarterly)
Guide ↗
Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VUG | VANGUARD INDEX FDS | — | 498.0 | $218K | 0.04% | +22.0 | +4.6% | $436.79 | -79.1% |
| 42 | MU | MICRON TECHNOLOGY INC | Technology | 629.0 | $213K | 0.04% | +583.0 | +1267.4% | $337.84 | +224.5% |
| 43 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 2,805.0 | $211K | 0.04% | +1K | +74.1% | $75.19 | +13.0% |
| 44 | UGI | UGI CORP NEW | Utilities | 5,586.0 | $203K | 0.04% | +28.0 | +0.5% | $36.42 | +1.2% |
| 45 | HON | HONEYWELL INTL INC | Industrials | 876.0 | $198K | 0.04% | +700.0 | +397.7% | $226.03 | -6.3% |
| 46 | GDX | VANECK ETF TRUST | — | 2,150.0 | $197K | 0.04% | +164.0 | +8.3% | $91.77 | +6.6% |
| 47 | — | BERKSHIRE HATHAWAY INC DEL | — | 371.0 | $178K | 0.03% | +124.0 | +50.2% | $479.20 | — |
| 48 | GEV | GE VERNOVA INC | Utilities | 197.0 | $172K | 0.03% | +1.0 | +0.5% | $873.21 | +8.8% |
| 49 | XLV | SELECT SECTOR SPDR TR | — | 1,163.0 | $170K | 0.03% | +67.0 | +6.1% | $146.57 | +15.9% |
| 50 | — | EXPAND ENERGY CORPORATION | — | 1,551.0 | $170K | 0.03% | +111.0 | +7.7% | $109.81 | — |
| 51 | MRK | MERCK & CO INC | Healthcare | 1,400.0 | $168K | 0.03% | +161.0 | +13.0% | $120.26 | +25.5% |
| 52 | BA | BOEING CO | Industrials | 845.0 | $168K | 0.03% | +280.0 | +49.6% | $199.03 | -0.7% |
| 53 | MCD | MCDONALDS CORP | Consumer Cyclical | 539.0 | $167K | 0.03% | +5.0 | +0.9% | $310.65 | -19.4% |
| 54 | PEP | PEPSICO INC | Consumer Defensive | 1,051.0 | $163K | 0.03% | +66.0 | +6.7% | $155.25 | -15.5% |
| 55 | SCHD | SCHWAB STRATEGIC TR | — | 5,309.0 | $163K | 0.03% | +3K | +110.7% | $30.68 | +10.0% |
| 56 | VYMI | VANGUARD WHITEHALL FDS | — | 1,623.0 | $153K | 0.03% | +18.0 | +1.1% | $94.24 | +10.3% |
| 57 | GD | GENERAL DYNAMICS CORP | Industrials | 444.0 | $152K | 0.03% | +37.0 | +9.1% | $343.37 | +0.0% |
| 58 | KO | COCA COLA CO | Consumer Defensive | 1,703.0 | $130K | 0.02% | +141.0 | +9.0% | $76.06 | +16.5% |
| 59 | ABBV | ABBVIE INC | Healthcare | 530.0 | $115K | 0.02% | +39.0 | +7.9% | $217.42 | +22.0% |
| 60 | FE | FIRSTENERGY CORP | Utilities | 2,250.0 | $114K | 0.02% | +18.0 | +0.8% | $50.67 | -11.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Defensive
53.1%
Financial Services
16.5%
Technology
9.9%
Consumer Cyclical
5.5%
Industrials
4.5%
Energy
2.9%
Communication Services
2.5%
Healthcare
2.4%
Utilities
1.5%
Basic Materials
0.8%