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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 426.0 | $139K | 0.03% | — | — | $327.07 | +7.3% |
| 102 | IWV | ISHARES TR | — | 368.0 | $136K | 0.02% | -9.0 | -2.4% | $370.26 | +17.7% |
| 103 | SPXL | DIREXION SHARES ETF TRUST | — | 728.0 | $135K | 0.02% | -5K | -86.9% | $184.97 | +56.0% |
| 104 | FIX | COMFORT SYS USA INC | Industrials | 96.0 | $132K | 0.02% | — | — | $1379.83 | +17.2% |
| 105 | KO | COCA COLA CO | Consumer Defensive | 1,703.0 | $130K | 0.02% | +141.0 | +9.0% | $76.06 | +15.9% |
| 106 | IBDV | ISHARES TR | — | 5,734.0 | $126K | 0.02% | — | — | $21.89 | -3.0% |
| 107 | STIP | ISHARES TR | — | 1,147.0 | $119K | 0.02% | -15.0 | -1.3% | $103.40 | -3.5% |
| 108 | JD | JD.COM INC | Consumer Cyclical | 4,000.0 | $118K | 0.02% | NEW | — | $29.57 | -8.4% |
| 109 | ABBV | ABBVIE INC | Healthcare | 530.0 | $115K | 0.02% | +39.0 | +7.9% | $217.42 | +21.7% |
| 110 | FE | FIRSTENERGY CORP | Utilities | 2,250.0 | $114K | 0.02% | +18.0 | +0.8% | $50.67 | -13.4% |
| 111 | MA | MASTERCARD INCORPORATED | Financial Services | 227.0 | $113K | 0.02% | -10.0 | -4.2% | $499.66 | +12.2% |
| 112 | NSC | NORFOLK SOUTHN CORP | Industrials | 393.0 | $113K | 0.02% | — | — | $286.65 | +10.1% |
| 113 | GNR | SPDR INDEX SHS FDS | — | 1,502.0 | $112K | 0.02% | -58.0 | -3.7% | $74.66 | +2.6% |
| 114 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 760.0 | $111K | 0.02% | -105.0 | -12.1% | $146.28 | +30.9% |
| 115 | DFEM | DIMENSIONAL ETF TRUST | — | 3,150.0 | $109K | 0.02% | +28.0 | +0.9% | $34.55 | +16.2% |
| 116 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 652.0 | $108K | 0.02% | +163.0 | +33.3% | $165.26 | +15.8% |
| 117 | SO | SOUTHERN CO | Utilities | 1,101.0 | $106K | 0.02% | -6.0 | -0.5% | $96.52 | -13.5% |
| 118 | MRVL | MARVELL TECHNOLOGY INC | Technology | 1,055.0 | $104K | 0.02% | +65.0 | +6.6% | $99.03 | +161.2% |
| 119 | IJR | ISHARES TR | — | 825.0 | $103K | 0.02% | +32.0 | +4.0% | $124.29 | +11.6% |
| 120 | IEFA | ISHARES TR | — | 1,127.0 | $102K | 0.02% | +30.0 | +2.7% | $90.53 | +8.2% |
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
53.1%
Financial Services
16.5%
Technology
9.9%
Consumer Cyclical
5.5%
Industrials
4.5%
Energy
2.9%
Communication Services
2.5%
Healthcare
2.4%
Utilities
1.5%
Basic Materials
0.8%