$157 Million is the total value of Stone House Investment Management, LLC's 47 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MFEM | Exit | PIMCO EQUITY SERrafi dyn emerg | $0 | – | -7,866 | -100.0% | -0.14% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -5,475 | -100.0% | -0.18% | – |
| ACWV | Exit | ISHARES INCmin vol gbl etf | $0 | – | -26,806 | -100.0% | -1.46% | – |
| BKLN | Exit | POWERSHARES ETF TRUST IIsenior ln port | $0 | – | -102,543 | -100.0% | -1.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROCTER & GAMBLE CO | 31 | Q2 2024 | 18.3% |
| PFIZER INC | 31 | Q2 2024 | 0.2% |
| ISHARES TR | 30 | Q2 2024 | 20.9% |
| ISHARES TR | 30 | Q2 2024 | 7.8% |
| PEOPLES FINL SVCS CORP | 30 | Q2 2024 | 1.2% |
| ISHARES TR | 29 | Q2 2024 | 3.3% |
| APPLE INC | 29 | Q2 2024 | 0.6% |
| ISHARES TR | 28 | Q2 2024 | 3.9% |
| FIDELITY COVINGTON TRUST | 28 | Q4 2023 | 4.5% |
| ISHARES TR | 27 | Q2 2024 | 8.5% |
View Stone House Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-19 |
View Stone House Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.