Portfolio (Quarterly)
Guide ↗
Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ACWI | ISHARES TR | — | 55 | $8K | 0.00% | SOLD |
| 22 | KR | KROGER CO | Consumer Defensive | 121 | $8K | 0.00% | SOLD |
| 23 | TLN | TALEN ENERGY CORP | Utilities | 20 | $7K | 0.00% | SOLD |
| 24 | MEG | MONTROSE ENVIRONMENTAL GROUP | Industrials | 300 | $7K | 0.00% | SOLD |
| 25 | — | ASTRAZENECA PLC | — | 77 | $7K | 0.00% | SOLD |
| 26 | — | CYBERARK SOFTWARE LTD | — | 15 | $7K | 0.00% | SOLD |
| 27 | ROBT | FIRST TR EXCHANGE TRADED FD | — | 120 | $6K | 0.00% | SOLD |
| 28 | TROW | PRICE T ROWE GROUP INC | Financial Services | 55 | $6K | 0.00% | SOLD |
| 29 | MC | MOELIS & CO | Financial Services | 81 | $6K | 0.00% | SOLD |
| 30 | COPY | RBB FUND TRUST | — | 426 | $5K | 0.00% | SOLD |
| 31 | SPHY | SPDR SERIES TRUST | — | 209 | $5K | 0.00% | SOLD |
| 32 | AAL | AMERICAN AIRLS GROUP INC | Industrials | 320 | $5K | 0.00% | SOLD |
| 33 | DC | DAKOTA GOLD CORP | Basic Materials | 820 | $5K | 0.00% | SOLD |
| 34 | SLVM | SYLVAMO CORP | Basic Materials | 96 | $5K | 0.00% | SOLD |
| 35 | JAVA | J P MORGAN EXCHANGE TRADED F | — | 64 | $5K | 0.00% | SOLD |
| 36 | TII | TITAN MNG CORP | Basic Materials | 1,500 | $4K | 0.00% | SOLD |
| 37 | — | FIDELITY COVINGTON TRUST | — | 49 | $4K | 0.00% | SOLD |
| 38 | CDW | CDW CORP | Technology | 26 | $4K | 0.00% | SOLD |
| 39 | WCN | WASTE CONNECTIONS INC | Industrials | 20 | $4K | 0.00% | SOLD |
| 40 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 25 | $3K | 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%