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 | VLO | VALERO ENERGY CORP | Energy | 412.0 | $102K | 0.02% | — | — | $247.08 | +26.8% |
| 122 | FTRB | FEDERATED HERMES ETF TRUST | — | 4,020.0 | $101K | 0.02% | NEW | — | $25.14 | -1.2% |
| 123 | RDDT | REDDIT INC | Communication Services | 750.0 | $101K | 0.02% | +500.0 | +200.0% | $134.65 | +38.0% |
| 124 | AUPH | AURINIA PHARMACEUTICALS INC | Healthcare | 6,620.0 | $98K | 0.02% | NEW | — | $14.82 | +5.5% |
| 125 | PJAN | INNOVATOR ETFS TRUST | — | 2,102.0 | $97K | 0.02% | NEW | — | $46.13 | +7.8% |
| 126 | EPI | WISDOMTREE TR | — | 2,364.0 | $96K | 0.02% | NEW | — | $40.80 | +3.7% |
| 127 | FLIN | FRANKLIN TEMPLETON ETF TR | — | 2,897.0 | $96K | 0.02% | NEW | — | $33.22 | +5.4% |
| 128 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 354.0 | $96K | 0.02% | -37.0 | -9.5% | $270.92 | +55.6% |
| 129 | XLU | SELECT SECTOR SPDR TR | — | 2,040.0 | $94K | 0.02% | +114.0 | +5.9% | $45.88 | -2.1% |
| 130 | PBR | PETROLEO BRASILEIRO S A | Energy | 4,500.0 | $93K | 0.02% | NEW | — | $20.75 | -10.7% |
| 131 | AMGN | AMGEN INC | Healthcare | 257.0 | $90K | 0.02% | +13.0 | +5.3% | $352.07 | +4.0% |
| 132 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 2,307.0 | $89K | 0.02% | -2K | -44.4% | $38.42 | -2.0% |
| 133 | SLV | ISHARES SILVER TR | Financial Services | 1,293.0 | $88K | 0.02% | -100.0 | -7.2% | $68.14 | -22.1% |
| 134 | SCHG | SCHWAB STRATEGIC TR | — | 2,871.0 | $84K | 0.01% | +990.0 | +52.6% | $29.13 | +17.6% |
| 135 | LLY | ELI LILLY & CO | Healthcare | 89.0 | $82K | 0.01% | +8.0 | +9.9% | $920.83 | +27.6% |
| 136 | SPMO | INVESCO EXCH TRADED FD TR II | — | 731.0 | $82K | 0.01% | +135.0 | +22.6% | $112.11 | +33.5% |
| 137 | GWW | WW GRAINGER INC | Industrials | 75.0 | $82K | 0.01% | — | — | $1091.33 | +24.8% |
| 138 | ADI | ANALOG DEVICES INC | Technology | 255.0 | $81K | 0.01% | — | — | $318.14 | +20.3% |
| 139 | LEU | CENTRUS ENERGY CORP | Energy | 459.0 | $80K | 0.01% | — | — | $173.59 | -1.4% |
| 140 | SHV | ISHARES TR | — | 704.0 | $78K | 0.01% | +41.0 | +6.2% | $110.34 | -0.1% |
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
52.3%
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%