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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IYW | ISHARES TR | — | 1,070.0 | $194K | 0.04% | -5K | -81.0% | $181.44 | +29.3% |
| 22 | QQQ | INVESCO QQQ TR | Financial Services | 333.0 | $192K | 0.03% | -51.0 | -13.3% | $577.59 | +21.5% |
| 23 | LOW | LOWES COS INC | Consumer Cyclical | 794.0 | $188K | 0.03% | -102.0 | -11.4% | $236.31 | -7.6% |
| 24 | CVX | CHEVRON CORPORATION | Energy | 886.0 | $183K | 0.03% | -179.0 | -16.8% | $206.87 | -4.6% |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 612.0 | $148K | 0.03% | -125.0 | -17.0% | $242.48 | -8.3% |
| 26 | IWV | ISHARES TR | — | 368.0 | $136K | 0.02% | -9.0 | -2.4% | $370.26 | +12.1% |
| 27 | SPXL | DIREXION SHARES ETF TRUST | — | 728.0 | $135K | 0.02% | -5K | -86.9% | $184.97 | +41.0% |
| 28 | STIP | ISHARES TR | — | 1,147.0 | $119K | 0.02% | -15.0 | -1.3% | $103.40 | -0.0% |
| 29 | MA | MASTERCARD INCORPORATED | Financial Services | 227.0 | $113K | 0.02% | -10.0 | -4.2% | $499.66 | +0.0% |
| 30 | GNR | SPDR INDEX SHS FDS | — | 1,502.0 | $112K | 0.02% | -58.0 | -3.7% | $74.66 | -1.4% |
| 31 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 760.0 | $111K | 0.02% | -105.0 | -12.1% | $146.28 | -7.5% |
| 32 | SO | SOUTHERN CO | Utilities | 1,101.0 | $106K | 0.02% | -6.0 | -0.5% | $96.52 | -2.5% |
| 33 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 354.0 | $96K | 0.02% | -37.0 | -9.5% | $270.92 | +43.7% |
| 34 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 2,307.0 | $89K | 0.02% | -2K | -44.4% | $38.42 | +13.2% |
| 35 | SLV | ISHARES SILVER TR | Financial Services | 1,293.0 | $88K | 0.02% | -100.0 | -7.2% | $68.14 | -1.8% |
| 36 | IWM | ISHARES TR | — | 310.0 | $77K | 0.01% | -18.0 | -5.5% | $247.93 | +10.1% |
| 37 | HEFA | ISHARES TR | — | 1,580.0 | $67K | 0.01% | -145.0 | -8.4% | $42.49 | +5.1% |
| 38 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 170.0 | $66K | 0.01% | -111.0 | -39.5% | $390.41 | +58.0% |
| 39 | EMB | ISHARES TR | — | 696.0 | $65K | 0.01% | -34K | -98.0% | $93.90 | +0.4% |
| 40 | EFA | ISHARES TR | — | 618.0 | $60K | 0.01% | -17.0 | -2.7% | $97.14 | +4.9% |
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%