$158 Million is the total value of Stone House Investment Management, LLC's 49 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SHV | New | ISHARES TRshort treas bd | $12,460,000 | – | 112,966 | +100.0% | 7.87% | – |
FHLC | New | FIDELITYmsci hlth care i | $764,000 | – | 18,496 | +100.0% | 0.48% | – |
FUTY | New | FIDELITYmsci utils index | $761,000 | – | 21,820 | +100.0% | 0.48% | – |
ISTB | New | ISHARES TRcore 1 5 yr usd | $271,000 | – | 5,522 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-16
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.