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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | XOM | EXXON MOBIL CORP | Energy | 2,238.0 | $269K | 0.04% | NEW | — | $120.33 | +33.5% |
| 62 | GLD | SPDR GOLD TR | Financial Services | 665.0 | $264K | 0.04% | NEW | — | $396.31 | +5.4% |
| 63 | GE | GE AEROSPACE | Industrials | 848.0 | $261K | 0.04% | NEW | — | $307.98 | -7.5% |
| 64 | EMXC | ISHARES INC | — | 3,249.0 | $236K | 0.04% | NEW | — | $72.68 | +28.3% |
| 65 | QQQ | INVESCO QQQ TR | Financial Services | 384.0 | $236K | 0.04% | NEW | — | $613.92 | +14.6% |
| 66 | VYM | VANGUARD WHITEHALL FDS | — | 1,637.0 | $235K | 0.04% | NEW | — | $143.56 | +8.8% |
| 67 | VUG | VANGUARD INDEX FDS | — | 476.0 | $232K | 0.04% | NEW | — | $487.86 | -82.2% |
| 68 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 3,558.0 | $229K | 0.04% | NEW | — | $64.38 | +11.8% |
| 69 | DLN | WISDOMTREE TR | — | 2,540.0 | $224K | 0.04% | NEW | — | $88.08 | +7.7% |
| 70 | CBU | COMMUNITY FINANCIAL SYSTEM I | Financial Services | 3,808.0 | $219K | 0.03% | NEW | — | $57.44 | +9.1% |
| 71 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 737.0 | $218K | 0.03% | NEW | — | $296.30 | -25.2% |
| 72 | LOW | LOWES COS INC | Consumer Cyclical | 896.0 | $216K | 0.03% | NEW | — | $241.07 | -8.9% |
| 73 | NBTB | NBT BANCORP INC | Financial Services | 5,164.0 | $214K | 0.03% | NEW | — | $41.52 | +8.3% |
| 74 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 2,812.0 | $214K | 0.03% | NEW | — | $76.23 | -12.7% |
| 75 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,361.0 | $209K | 0.03% | NEW | — | $153.61 | -2.3% |
| 76 | UGI | UGI CORP NEW | Utilities | 5,558.0 | $208K | 0.03% | NEW | — | $37.43 | -7.9% |
| 77 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,148.0 | $206K | 0.03% | NEW | — | $49.65 | -12.9% |
| 78 | HD | HOME DEPOT INC | Consumer Cyclical | 592.0 | $204K | 0.03% | NEW | — | $343.91 | -13.1% |
| 79 | BNDX | VANGUARD CHARLOTTE FDS | — | 4,077.0 | $197K | 0.03% | NEW | — | $48.32 | -1.3% |
| 80 | MIDU | DIREXION SHS ETF TR | — | 3,846.0 | $195K | 0.03% | NEW | — | $50.75 | +22.6% |
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
49.9%
Financial Services
24.2%
Technology
9.1%
Consumer Cyclical
5.1%
Communication Services
3.4%
Industrials
2.5%
Energy
1.8%
Healthcare
1.6%
Utilities
1.5%
Basic Materials
0.6%