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 | VYM | VANGUARD WHITEHALL FDS | — | 1,713.0 | $254K | 0.04% | +76.0 | +4.6% | $148.12 | +5.1% |
| 62 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 385.0 | $251K | 0.04% | -31.0 | -7.5% | $651.16 | +13.4% |
| 63 | AIQ | GLOBAL X FDS | — | 5,226.0 | $244K | 0.04% | -1K | -19.8% | $46.67 | +31.5% |
| 64 | GE | GE AEROSPACE | Industrials | 848.0 | $241K | 0.04% | — | — | $283.90 | -0.1% |
| 65 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 3,595.0 | $240K | 0.04% | +37.0 | +1.0% | $66.77 | +7.9% |
| 66 | HD | HOME DEPOT INC | Consumer Cyclical | 693.0 | $228K | 0.04% | +101.0 | +17.1% | $328.69 | -9.1% |
| 67 | DLN | WISDOMTREE TR | — | 2,540.0 | $227K | 0.04% | — | — | $89.33 | +6.0% |
| 68 | CBU | COMMUNITY FINANCIAL SYSTEM I | Financial Services | 3,808.0 | $223K | 0.04% | — | — | $58.65 | +6.4% |
| 69 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,394.0 | $223K | 0.04% | +33.0 | +2.4% | $159.74 | -6.9% |
| 70 | NBTB | NBT BANCORP INC | Financial Services | 5,165.0 | $220K | 0.04% | — | — | $42.58 | +4.7% |
| 71 | VUG | VANGUARD INDEX FDS | — | 498.0 | $218K | 0.04% | +22.0 | +4.6% | $436.79 | -80.0% |
| 72 | MU | MICRON TECHNOLOGY INC | Technology | 629.0 | $213K | 0.04% | +583.0 | +1267.4% | $337.84 | +122.4% |
| 73 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 212.0 | $211K | 0.04% | — | — | $996.91 | +5.6% |
| 74 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 2,805.0 | $211K | 0.04% | +1K | +74.1% | $75.19 | +9.7% |
| 75 | EMXC | ISHARES INC | — | 2,601.0 | $205K | 0.04% | -648.0 | -19.9% | $78.66 | +20.2% |
| 76 | UGI | UGI CORP NEW | Utilities | 5,586.0 | $203K | 0.04% | +28.0 | +0.5% | $36.42 | -6.2% |
| 77 | META | META PLATFORMS INC | Communication Services | 353.0 | $202K | 0.04% | -121.0 | -25.5% | $571.65 | +6.1% |
| 78 | HON | HONEYWELL INTL INC | Industrials | 876.0 | $198K | 0.04% | +700.0 | +397.7% | $226.03 | -5.3% |
| 79 | GDX | VANECK ETF TRUST | — | 2,150.0 | $197K | 0.04% | +164.0 | +8.3% | $91.77 | -3.4% |
| 80 | IYW | ISHARES TR | — | 1,070.0 | $194K | 0.04% | -5K | -81.0% | $181.44 | +32.0% |
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
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%