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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | DAL | DELTA AIR LINES INC DEL | Industrials | 93.0 | $6K | 0.00% | NEW | — | $69.40 | +1.2% |
| 382 | DUK | DUKE ENERGY CORP NEW | Utilities | 55.0 | $6K | 0.00% | NEW | — | $117.22 | +4.8% |
| 383 | UAMY | UNITED STATES ANTIMONY CORP | Basic Materials | 1,280.0 | $6K | 0.00% | NEW | — | $5.02 | +60.1% |
| 384 | BHP | BHP GROUP LTD | Basic Materials | 106.0 | $6K | 0.00% | NEW | — | $60.37 | +35.6% |
| 385 | THNQ | EXCHANGE TRADED CONCEPTS TRU | — | 100.0 | $6K | 0.00% | NEW | — | $63.49 | +22.3% |
| 386 | V | VISA INC | Financial Services | 18.0 | $6K | 0.00% | NEW | — | $350.72 | -5.2% |
| 387 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 18.0 | $6K | 0.00% | NEW | — | $350.56 | +12.4% |
| 388 | ECG | EVERUS CONSTR GROUP | Industrials | 73.0 | $6K | 0.00% | NEW | — | $85.56 | +73.5% |
| 389 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 54.0 | $6K | 0.00% | NEW | — | $115.31 | +11.8% |
| 390 | ROBT | FIRST TR EXCHANGE TRADED FD | — | 120.0 | $6K | 0.00% | NEW | — | $51.87 | +2.8% |
| 391 | BKU | BANKUNITED INC | Financial Services | 138.0 | $6K | 0.00% | NEW | — | $44.57 | +1.3% |
| 392 | MYGN | MYRIAD GENETICS INC | Healthcare | 1,000.0 | $6K | 0.00% | NEW | — | $6.15 | -40.7% |
| 393 | EWY | ISHARES INC | — | 63.0 | $6K | 0.00% | NEW | — | $97.22 | +79.0% |
| 394 | FAST | FASTENAL CO | Industrials | 150.0 | $6K | 0.00% | NEW | — | $40.13 | +9.6% |
| 395 | BKR | BAKER HUGHES COMPANY | Energy | 132.0 | $6K | 0.00% | NEW | — | $45.54 | +43.8% |
| 396 | — | CRH PLC | — | 48.0 | $6K | 0.00% | NEW | — | $124.79 | — |
| 397 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 220.0 | $6K | 0.00% | NEW | — | $27.10 | -0.5% |
| 398 | UROY | URANIUM RTY CORP | Energy | 1,668.0 | $6K | 0.00% | NEW | — | $3.54 | +1.7% |
| 399 | IVZ | INVESCO LTD | Financial Services | 223.0 | $6K | 0.00% | NEW | — | $26.27 | +4.3% |
| 400 | MCHI | ISHARES TR | — | 97.0 | $6K | 0.00% | NEW | — | $60.07 | -5.8% |
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%