Portfolio (Quarterly)
Guide ↗
Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MIDU | DIREXION SHS ETF TR | — | 3,846 | $195K | 0.03% | SOLD |
| 2 | BCSF | BAIN CAP SPECIALTY FIN INC | Financial Services | 3,856 | $54K | 0.01% | SOLD |
| 3 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 600 | $49K | 0.01% | SOLD |
| 4 | IUSG | ISHARES TR | — | 276 | $46K | 0.01% | SOLD |
| 5 | JMHI | J P MORGAN EXCHANGE TRADED F | — | 893 | $45K | 0.01% | SOLD |
| 6 | SE | SEA LTD | Consumer Cyclical | 300 | $38K | 0.01% | SOLD |
| 7 | — | FIDELITY SOLANA FD | — | 2,570 | $37K | 0.01% | SOLD |
| 8 | PINK | SIMPLIFY EXCHANGE TRADED FUN | — | 1,000 | $37K | 0.01% | SOLD |
| 9 | TLT | ISHARES TR | — | 385 | $34K | 0.01% | SOLD |
| 10 | USIG | ISHARES TR | — | 527 | $27K | 0.00% | SOLD |
| 11 | VMBS | VANGUARD SCOTTSDALE FDS | — | 479 | $23K | 0.00% | SOLD |
| 12 | — | NEW GOLD INC CDA | — | 1,912 | $17K | 0.00% | SOLD |
| 13 | VTWO | VANGUARD SCOTTSDALE FDS | — | 154 | $15K | 0.00% | SOLD |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | — | 281 | $15K | 0.00% | SOLD |
| 15 | BOTZ | GLOBAL X FDS | — | 414 | $15K | 0.00% | SOLD |
| 16 | ONEQ | FIDELITY COMWLTH TR | — | 156 | $14K | 0.00% | SOLD |
| 17 | — | MIND MEDICINE MINDMED INC | — | 1,000 | $13K | 0.00% | SOLD |
| 18 | PCT | PURECYCLE TECHNOLOGIES INC | Industrials | 1,500 | $13K | 0.00% | SOLD |
| 19 | AFG | AMERICAN FINL GROUP INC OHIO | Financial Services | 77 | $11K | 0.00% | SOLD |
| 20 | OGN | ORGANON & CO | Healthcare | 1,274 | $9K | 0.00% | SOLD |
Sector Allocation
Consumer Defensive
52.4%
Financial Services
16.3%
Technology
9.8%
Consumer Cyclical
5.4%
Industrials
4.4%
Communication Services
3.8%
Energy
2.9%
Healthcare
2.4%
Utilities
1.5%
Basic Materials
0.8%