Portfolio (Quarterly)
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Stone House Investment Management, LLC
· CIK 0001696497| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | QQQ | INVESCO QQQ TR | Financial Services | 333.0 | $192K | 0.03% | -51.0 | -13.3% | $577.59 | +22.7% |
| 82 | LOW | LOWES COS INC | Consumer Cyclical | 794.0 | $188K | 0.03% | -102.0 | -11.4% | $236.31 | -5.4% |
| 83 | CVX | CHEVRON CORPORATION | Energy | 886.0 | $183K | 0.03% | -179.0 | -16.8% | $206.87 | -9.8% |
| 84 | DGRO | ISHARES TR | — | 2,577.0 | $181K | 0.03% | — | — | $70.17 | +4.5% |
| 85 | — | BERKSHIRE HATHAWAY INC DEL | — | 371.0 | $178K | 0.03% | +124.0 | +50.2% | $479.20 | — |
| 86 | GVAL | CAMBRIA ETF TR | — | 5,250.0 | $174K | 0.03% | — | — | $33.17 | +4.4% |
| 87 | FTEC | FIDELITY COVINGTON TRUST | — | 829.0 | $172K | 0.03% | — | — | $208.05 | +30.0% |
| 88 | GEV | GE VERNOVA INC | Utilities | 197.0 | $172K | 0.03% | +1.0 | +0.5% | $873.21 | +24.9% |
| 89 | XLV | SELECT SECTOR SPDR TR | — | 1,163.0 | $170K | 0.03% | +67.0 | +6.1% | $146.57 | -1.0% |
| 90 | — | EXPAND ENERGY CORPORATION | — | 1,551.0 | $170K | 0.03% | +111.0 | +7.7% | $109.81 | — |
| 91 | MRK | MERCK & CO INC | Healthcare | 1,400.0 | $168K | 0.03% | +161.0 | +13.0% | $120.26 | -5.7% |
| 92 | BA | BOEING CO | Industrials | 845.0 | $168K | 0.03% | +280.0 | +49.6% | $199.03 | +10.8% |
| 93 | MCD | MCDONALDS CORP | Consumer Cyclical | 539.0 | $167K | 0.03% | +5.0 | +0.9% | $310.65 | -11.5% |
| 94 | PEP | PEPSICO INC | Consumer Defensive | 1,051.0 | $163K | 0.03% | +66.0 | +6.7% | $155.25 | -4.2% |
| 95 | SCHD | SCHWAB STRATEGIC TR | — | 5,309.0 | $163K | 0.03% | +3K | +110.7% | $30.68 | +3.4% |
| 96 | VYMI | VANGUARD WHITEHALL FDS | — | 1,623.0 | $153K | 0.03% | +18.0 | +1.1% | $94.24 | +4.3% |
| 97 | GD | GENERAL DYNAMICS CORP | Industrials | 444.0 | $152K | 0.03% | +37.0 | +9.1% | $343.37 | -0.8% |
| 98 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 612.0 | $148K | 0.03% | -125.0 | -17.0% | $242.48 | -9.9% |
| 99 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 2,532.0 | $144K | 0.03% | — | — | $56.68 | -1.4% |
| 100 | FMUN | FIDELITY MERRIMACK STR TR | — | 2,821.0 | $140K | 0.03% | NEW | — | $49.63 | +0.2% |
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%