HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
126,134 | +30,176 | $60,245 |
| IVV | 126,134 | +30,176 | $60,245 |
| SPDR S&P 500 ETF TR (SPY) |
73,251 | -3,717 | $34,817 |
| SPY | 73,251 | -3,717 | $34,817 |
| PROCTER AND GAMBLE CO |
195,635 | -9,559 | $28,668 |
| PG | 195,635 | -9,559 | $28,668 |
| ISHARES TR (IUSB) |
505,277 | +226,105 | $23,278 |
| IUSB | 505,277 | +226,105 | $23,278 |
| ISHARES TR (QUAL) |
105,887 | -5,341 | $15,580 |
| QUAL | 105,887 | -5,341 | $15,580 |
| ISHARES TR (IXUS) |
229,820 | -6,770 | $14,922 |
| IXUS | 229,820 | -6,770 | $14,922 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
88,214 | -99,237 | $13,920 |
| RSP | 88,214 | -99,237 | $13,920 |
| ISHARES TR (EFV) |
258,539 | -38,182 | $13,470 |
| EFV | 258,539 | -38,182 | $13,470 |
| ISHARES TR (EFG) |
82,679 | -52,405 | $8,007 |
| EFG | 82,679 | -52,405 | $8,007 |
| ISHARES TR (MBB) |
83,147 | -1,543 | $7,823 |
| MBB | 83,147 | -1,543 | $7,823 |
| ISHARES TR (TFLO) |
147,231 | -270,051 | $7,431 |
| TFLO | 147,231 | -270,051 | $7,431 |
| ISHARES TR (AGG) |
72,275 | +25,726 | $7,173 |
| AGG | 72,275 | +25,726 | $7,173 |
| ISHARES TR (IYW) |
48,384 | +7,628 | $5,939 |
| IYW | 48,384 | +7,628 | $5,939 |
| ISHARES TR (TLT) |
52,553 | -3,649 | $5,196 |
| TLT | 52,553 | -3,649 | $5,196 |
| ISHARES TR (OEF) |
20,401 | +20,401 | $4,557 |
| OEF | 20,401 | +20,401 | $4,557 |
| ISHARES INC (IEMG) |
85,750 | -37,213 | $4,337 |
| IEMG | 85,750 | -37,213 | $4,337 |
| ISHARES TR (IVW) |
57,115 | +2,913 | $4,289 |
| IVW | 57,115 | +2,913 | $4,289 |
| ISHARES TR (LQD) |
38,065 | +16,233 | $4,212 |
| LQD | 38,065 | +16,233 | $4,212 |
| ISHARES INC (EMXC) |
48,843 | +45,029 | $2,706 |
| EMXC | 48,843 | +45,029 | $2,706 |
| ISHARES TR (IFRA) |
45,820 | +12,040 | $1,845 |
| IFRA | 45,820 | +12,040 | $1,845 |
| ISHARES TR (DGRO) |
28,564 | +23,198 | $1,537 |
| DGRO | 28,564 | +23,198 | $1,537 |
| ISHARES TR (MUB) |
13,983 | +5,301 | $1,516 |
| MUB | 13,983 | +5,301 | $1,516 |
| ISHARES TR (USMV) |
18,030 | -35,961 | $1,407 |
| USMV | 18,030 | -35,961 | $1,407 |
| ISHARES TR (IXC) |
35,904 | +35,904 | $1,404 |
| IXC | 35,904 | +35,904 | $1,404 |
| ISHARES TR (ISTB) |
28,825 | -56,007 | $1,371 |
| ISTB | 28,825 | -56,007 | $1,371 |
| ISHARES TR (EMB) |
12,737 | -494 | $1,134 |
| EMB | 12,737 | -494 | $1,134 |
| APPLE INC |
5,288 | -250 | $1,018 |
| AAPL | 5,288 | -250 | $1,018 |
| PROSHARES TR (UPRO) |
13,386 | -3,929 | $733 |
| UPRO | 13,386 | -3,929 | $733 |
| ISHARES TR (EEM) |
14,720 | +14,720 | $592 |
| EEM | 14,720 | +14,720 | $592 |
| PEOPLES FINL SVCS CORP |
11,791 | +9 | $574 |
| PFIS | 11,791 | +9 | $574 |
| ISHARES TR (GOVT) |
24,219 | +7,752 | $558 |
| GOVT | 24,219 | +7,752 | $558 |
| ISHARES TR (TLH) |
4,280 | +4,280 | $463 |
| TLH | 4,280 | +4,280 | $463 |
| ISHARES TR (ESGU) |
3,661 | +357 | $384 |
| ESGU | 3,661 | +357 | $384 |
| AMAZON COM INC |
2,387 | +73 | $363 |
| AMZN | 2,387 | +73 | $363 |
| ISHARES TR (TIP) |
3,060 | -15,643 | $329 |
| TIP | 3,060 | -15,643 | $329 |
| GOLDMAN SACHS ETF TR (GSUS) |
4,848 | UNCH | $317 |
| GSUS | 4,848 | UNCH | $317 |
| VANGUARD INDEX FDS (VO) |
1,317 | +145 | $306 |
| VO | 1,317 | +145 | $306 |
| ADVANCED MICRO DEVICES INC |
1,732 | +107 | $255 |
| AMD | 1,732 | +107 | $255 |
| NVIDIA CORPORATION |
428 | UNCH | $212 |
| NVDA | 428 | UNCH | $212 |
| TESLA INC |
835 | -126 | $207 |
| TSLA | 835 | -126 | $207 |
| ISHARES TR (EFA) |
2,685 | +2,685 | $202 |
| EFA | 2,685 | +2,685 | $202 |
| LOWES COS INC |
784 | +4 | $175 |
| LOW | 784 | +4 | $175 |
| UNITEDHEALTH GROUP INC |
315 | +1 | $166 |
| UNH | 315 | +1 | $166 |
| GOLDMAN SACHS ETF TR (GSIE) |
4,846 | UNCH | $158 |
| GSIE | 4,846 | UNCH | $158 |
| ISHARES TR (IBHF) |
6,833 | +6,833 | $157 |
| IBHF | 6,833 | +6,833 | $157 |
| ISHARES TR (IEFA) |
2,226 | -92 | $157 |
| IEFA | 2,226 | -92 | $157 |
| ISHARES TR (IBDR) |
6,541 | +6,541 | $156 |
| IBDR | 6,541 | +6,541 | $156 |
| MICROSOFT CORP |
403 | -242 | $152 |
| MSFT | 403 | -242 | $152 |
| ALPHABET INC |
1,044 | +96 | $146 |
| GOOGL | 1,044 | +96 | $146 |
| HOME DEPOT INC |
391 | +2 | $135 |
| HD | 391 | +2 | $135 |
See Full List: All Stocks Held By Stone House Investment Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Stone House Investment Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $289,940 At 09/30/2023: $287,542 Stone House Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stone House Investment Management LLC 13F filings. Link to 13F filings: SEC filings |
