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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | IJR | ISHARES TR | — | 793.0 | $95K | 0.01% | NEW | — | $120.15 | +11.9% |
| 122 | SLV | ISHARES SILVER TR | Financial Services | 1,393.0 | $90K | 0.01% | NEW | — | $64.42 | +8.6% |
| 123 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 102.0 | $90K | 0.01% | NEW | — | $879.00 | +7.9% |
| 124 | FIX | COMFORT SYS USA INC | Industrials | 96.0 | $90K | 0.01% | NEW | — | $933.86 | +113.4% |
| 125 | LLY | ELI LILLY & CO | Healthcare | 81.0 | $87K | 0.01% | NEW | — | $1075.15 | -6.4% |
| 126 | MRVL | MARVELL TECHNOLOGY INC | Technology | 990.0 | $84K | 0.01% | NEW | — | $84.95 | +108.2% |
| 127 | XLU | SELECT SECTOR SPDR TR | — | 1,926.0 | $82K | 0.01% | NEW | — | $42.68 | +2.9% |
| 128 | IWM | ISHARES TR | — | 328.0 | $81K | 0.01% | NEW | — | $246.46 | +12.0% |
| 129 | AMGN | AMGEN INC | Healthcare | 244.0 | $80K | 0.01% | NEW | — | $327.68 | -1.0% |
| 130 | ABT | ABBOTT LABS | Healthcare | 638.0 | $80K | 0.01% | NEW | — | $125.29 | -29.8% |
| 131 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 489.0 | $78K | 0.01% | NEW | — | $160.30 | +18.3% |
| 132 | GWW | WW GRAINGER INC | Industrials | 75.0 | $76K | 0.01% | NEW | — | $1009.53 | +26.0% |
| 133 | SJM | SMUCKER J M CO | Consumer Defensive | 763.0 | $75K | 0.01% | NEW | — | $97.80 | +2.8% |
| 134 | SUB | ISHARES TR | — | 688.0 | $73K | 0.01% | NEW | — | $106.70 | -0.5% |
| 135 | SHV | ISHARES TR | — | 663.0 | $73K | 0.01% | NEW | — | $110.23 | +0.0% |
| 136 | HEFA | ISHARES TR | — | 1,725.0 | $71K | 0.01% | NEW | — | $41.35 | +8.0% |
| 137 | POCT | INNOVATOR ETFS TRUST | — | 1,623.0 | $71K | 0.01% | NEW | — | $43.92 | +4.4% |
| 138 | SPMO | INVESCO EXCH TRADED FD TR II | — | 596.0 | $71K | 0.01% | NEW | — | $119.32 | +18.5% |
| 139 | CRM | SALESFORCE INC | Technology | 265.0 | $70K | 0.01% | NEW | — | $264.63 | -34.4% |
| 140 | ADI | ANALOG DEVICES INC | Technology | 255.0 | $69K | 0.01% | NEW | — | $271.20 | +54.3% |
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%