We are live on ! Find out more
SHIM

Stone House Investment Management Portfolio holdings

AUM $752M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
-0.95%
1 Year Est. Return
+20.1%
3 Year Est. Return
+53.14%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$493M
AUM Growth
+$99.8M
Cap. Flow
+$108M
Cap. Flow %
21.82%
Top 10 Hldgs %
70.26%
Holding
438
New
386
Increased
37
Reduced
12
Closed
1

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$11M
3
PG icon
Procter & Gamble
PG
+$9.74M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$9.64M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$7.71M

Top Sells

Rank Stock Value
1
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.52M
2
IWV icon
iShares Russell 3000 ETF
IWV
+$4.79M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.47M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$2.26M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.18M

Sector Composition

Rank Sector Weight
1 Consumer Staples 7.4%
2 Financials 0.89%
3 Technology 0.83%
4 Consumer Discretionary 0.54%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
76
iShares Bitcoin Trust
IBIT
$47.2B
$143K 0.03%
3,049
-1,966
-39% -$104K
SPHQ icon
77
Invesco S&P 500 Quality ETF
SPHQ
$19.9B
$142K 0.03%
+2,138
New +$146K
FBTC icon
78
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$132K 0.03%
+1,832
New +$149K
SCHG icon
79
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$131K 0.03%
+5,228
New +$143K
XOM icon
80
ExxonMobil
XOM
$657B
$129K 0.03%
+1,088
New +$120K
IGE icon
81
iShares North American Natural Resources ETF
IGE
$786M
$129K 0.03%
+2,827
New +$126K
PANW icon
82
Palo Alto Networks
PANW
$315B
$128K 0.03%
+752
New +$139K
IBDV icon
83
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
$125K 0.03%
+5,734
New +$123K
GE icon
84
GE Aerospace
GE
$379B
$122K 0.02%
+611
New +$120K
GD icon
85
General Dynamics
GD
$107B
$121K 0.02%
+443
New +$115K
MCD icon
86
McDonald's
MCD
$195B
$119K 0.02%
+380
New +$114K
KO icon
87
Coca-Cola
KO
$373B
$118K 0.02%
+1,646
New +$110K
CRM icon
88
Salesforce
CRM
$158B
$117K 0.02%
+437
New +$136K
VTV icon
89
Vanguard Morningstar Value ETF
VTV
$193B
$116K 0.02%
+674
New +$118K
TBIL
90
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
$114K 0.02%
+2,271
New +$113K
GDX icon
91
VanEck Gold Miners ETF
GDX
$27.8B
$112K 0.02%
+2,444
New +$98.8K
MRK icon
92
Merck
MRK
$328B
$103K 0.02%
+1,150
New +$107K
BA icon
93
Boeing
BA
$183B
$102K 0.02%
+597
New +$103K
SO icon
94
Southern Company
SO
$106B
$101K 0.02%
+1,097
New +$95K
MAR icon
95
Marriott International
MAR
$92.5B
$101K 0.02%
+423
New +$115K
SPMD icon
96
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19B
$99.1K 0.02%
+1,937
New +$106K
VEA icon
97
Vanguard FTSE Developed Markets ETF
VEA
$238B
$98.8K 0.02%
+1,943
New +$98.3K
NSC icon
98
Norfolk Southern
NSC
$75.3B
$95.3K 0.02%
+403
New +$98.2K
GWW icon
99
W.W. Grainger
GWW
$61.5B
$94.9K 0.02%
+96
New +$99.3K
LLY icon
100
Eli Lilly
LLY
$1.09T
$90.8K 0.02%
+110
New +$91.5K
2 3
4
5 6

Similar funds

TPW
Talon Private Wealth The Villages, Florida $753M AUM
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
MGM
Manchester Global Management London, United Kingdom $749M AUM 37.16% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

Stone House Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Stone House Investment Management held 438 positions worth $493M, up 25% from $394M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Stone House Investment Management deployed $108M of net new capital in Q1 2025, opening 386 new positions and adding to 37 existing holdings. Its largest new stake was iShares Short-Term National Muni Bond ETF: 16,425 shares worth $1.73M.

By sector, the portfolio is most concentrated in Consumer Staples at 7.4% of assets, up from 6.4% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was iShares MSCI EAFE Growth ETF, an estimated $5.52M trimmed.

  • Stone House Investment Management's largest Q1 2025 buy was iShares Short-Term National Muni Bond ETF: 16,425 shares worth $1.73M.
  • Stone House Investment Management added most to State Street SPDR S&P 500 ETF Trust in Q1 2025, an estimated $14M increase.
  • Stone House Investment Management's biggest Q1 2025 reduction was iShares MSCI EAFE Growth ETF, cutting an estimated $5.52M.
  • Stone House Investment Management fully exited ProShares UltraPro S&P 500 in Q1 2025, selling an estimated $995K.
  • Stone House Investment Management's ten largest holdings make up 70% of its $493M portfolio in Q1 2025.
  • Stone House Investment Management opened 386 new positions and closed 1 in Q1 2025.
  • Stone House Investment Management's portfolio value rose 25% quarter-over-quarter to $493M.

Based on Stone House Investment Management's 13F filing for Q1 2025, filed 13 May 2025.