$192 Million is the total value of Stone House Investment Management, LLC's 227 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 375.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $21,509,000 | +16.4% | 75,585 | +2.9% | 11.20% | -4.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $19,357,000 | +8.5% | 186,032 | -4.2% | 10.08% | -10.5% |
| SHV | Sell | ISHARES TRshort treas bd | $11,145,000 | -10.6% | 100,794 | -10.8% | 5.80% | -26.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $10,952,000 | +14.0% | 180,222 | +3.2% | 5.70% | -6.0% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $8,668,000 | +18.3% | 179,268 | +15.9% | 4.52% | -2.5% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $8,603,000 | -3.4% | 76,312 | -13.4% | 4.48% | -20.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $8,443,000 | +77.6% | 77,405 | +73.3% | 4.40% | +46.4% |
| FTEC | Sell | FIDELITYmsci info tech i | $7,610,000 | +18.1% | 128,367 | -1.9% | 3.96% | -2.6% |
| GOVT | Buy | ISHARES TRus treas bd etf | $6,860,000 | +218.0% | 271,783 | +210.6% | 3.57% | +162.3% |
| INTF | Sell | ISHARES TRmultifactor intl | $6,767,000 | +9.2% | 257,000 | -1.7% | 3.52% | -9.9% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $6,727,000 | -11.7% | 56,505 | -16.3% | 3.50% | -27.2% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $5,841,000 | -33.2% | 33,887 | -41.6% | 3.04% | -44.9% |
| ITOT | New | ISHARES TRcore s&p ttl stk | $5,511,000 | – | 85,575 | +100.0% | 2.87% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,183,000 | +15.7% | 67,185 | +4.0% | 2.70% | -4.6% |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,321,000 | +12.0% | 83,553 | +2.1% | 2.25% | -7.6% |
| IWV | New | ISHARES TRrussell 3000 etf | $4,279,000 | – | 25,672 | +100.0% | 2.23% | – |
| USMV | Buy | ISHARES TRmin vol usa etf | $4,260,000 | +32.8% | 72,456 | +18.3% | 2.22% | +9.5% |
| SPTM | Buy | SPDR SERIES TRUSTportfolio tl stk | $4,185,000 | +77.2% | 118,949 | +55.7% | 2.18% | +46.1% |
| EMGF | Buy | ISHARES INCmlt fctr emg mkt | $4,007,000 | +36.3% | 93,724 | +23.5% | 2.09% | +12.4% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $3,442,000 | +7.5% | 31,273 | +1.5% | 1.79% | -11.4% |
| COMT | Sell | ISHARES US ETF TR | $3,436,000 | +3.0% | 103,916 | -5.0% | 1.79% | -15.0% |
| LRGF | Sell | ISHARES TRmultifactor usa | $3,396,000 | +5.7% | 109,445 | -5.1% | 1.77% | -12.9% |
| DGRO | Buy | ISHARES TRcore div grwth | $3,242,000 | +148.4% | 88,222 | +124.4% | 1.69% | +105.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,963,000 | -34.8% | 10,366 | -42.9% | 1.02% | -46.3% |
| IXUS | New | ISHARES TRcore msci total | $1,789,000 | – | 30,803 | +100.0% | 0.93% | – |
| MCHI | Buy | ISHARES TRmsci china etf | $1,688,000 | +38.8% | 27,040 | +17.0% | 0.88% | +14.5% |
| FHLC | Buy | FIDELITYmsci hlth care i | $1,403,000 | +83.6% | 31,523 | +70.4% | 0.73% | +51.7% |
| NEAR | Sell | ISHARES US ETF TRsht mat bd etf | $1,336,000 | -0.4% | 26,597 | -1.2% | 0.70% | -17.8% |
| PFIS | Buy | PEOPLES FINL SVCS CORP | $1,317,000 | +2.7% | 29,106 | +0.0% | 0.69% | -15.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,117,000 | +23.7% | 38,231 | +12.0% | 0.58% | +2.1% |
| SPIB | Sell | SPDR SERIES TRUSTportfolio intrmd | $840,000 | -14.3% | 24,582 | -17.1% | 0.44% | -29.2% |
| SPAB | Buy | SPDR SERIES TRUSTportfolio agrgte | $831,000 | +13.1% | 29,125 | +10.4% | 0.43% | -6.7% |
| QTEC | Buy | FIRST TR NASDAQ100 TECH INDE | $792,000 | +33.3% | 9,610 | +10.1% | 0.41% | +10.1% |
| CEMB | Buy | ISHARES INCjp mrg em crp bd | $595,000 | +12.1% | 11,939 | +6.6% | 0.31% | -7.5% |
| IUSB | Buy | ISHARES TRcore total usd | $548,000 | +48.9% | 10,835 | +45.0% | 0.28% | +22.8% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $527,000 | +27.3% | 5,253 | +13.0% | 0.27% | +5.0% |
| VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $514,000 | -13.2% | 6,001 | -20.9% | 0.27% | -28.3% |
| SPYG | Sell | SPDR SERIES TRUSTprtflo s&p500 gw | $452,000 | -50.2% | 12,154 | -56.5% | 0.24% | -59.0% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $444,000 | +0.5% | 4,371 | -0.2% | 0.23% | -17.2% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $396,000 | +20.0% | 11,082 | +8.7% | 0.21% | -1.0% |
| AAPL | Sell | APPLE INC | $370,000 | +6.6% | 1,947 | -11.5% | 0.19% | -11.9% |
| COG | CABOT OIL & GAS CORP | $272,000 | +16.7% | 10,440 | 0.0% | 0.14% | -3.4% | |
| PFE | Sell | PFIZER INC | $267,000 | -4.6% | 6,290 | -2.0% | 0.14% | -21.5% |
| SPSM | New | SPDR SER TRportfolio sm etf | $245,000 | – | 8,109 | +100.0% | 0.13% | – |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $232,000 | +1.8% | 2,177 | -0.4% | 0.12% | -16.0% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $205,000 | -10.1% | 2,058 | -11.5% | 0.11% | -25.7% |
| DEEF | New | DBX ETF TRxtrack ftse us | $182,000 | – | 6,620 | +100.0% | 0.10% | – |
| SLQD | Sell | ISHARES TR0-5yr invt gr cp | $176,000 | -68.9% | 3,492 | -69.4% | 0.09% | -74.2% |
| JPST | New | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $167,000 | – | 3,325 | +100.0% | 0.09% | – |
| MFEM | New | PIMCO EQUITY SERrafi dyn emerg | $165,000 | – | 7,000 | +100.0% | 0.09% | – |
| SPVM | New | INVESCO EXCHANGE TRADED FD Trussel 200 pur | $158,000 | – | 4,118 | +100.0% | 0.08% | – |
| QARP | New | DBX ETF TRxtrackers ruse | $151,000 | – | 5,692 | +100.0% | 0.08% | – |
| CBU | New | COMMUNITY BK SYS INC | $140,000 | – | 2,350 | +100.0% | 0.07% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $127,000 | – | 1,008 | +100.0% | 0.07% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $119,000 | – | 1,131 | +100.0% | 0.06% | – |
| SJM | New | SMUCKER J M CO | $112,000 | – | 962 | +100.0% | 0.06% | – |
| FREL | New | FIDELITYmsci rl est etf | $109,000 | – | 4,213 | +100.0% | 0.06% | – |
| IFGL | New | ISHARES TRintl dev re etf | $105,000 | – | 3,458 | +100.0% | 0.06% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $103,000 | – | 2,037 | +100.0% | 0.05% | – |
| JPHF | New | JP MORGAN EXCHANGE TRADED FDdiversified et | $101,000 | – | 4,082 | +100.0% | 0.05% | – |
| GNR | New | SPDR INDEX SHS FDSglb nat resrce | $100,000 | – | 2,167 | +100.0% | 0.05% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $95,000 | – | 520 | +100.0% | 0.05% | – |
| CN | New | DBX ETF TRxtrack msci chna | $92,000 | – | 2,627 | +100.0% | 0.05% | – |
| FTGC | New | FIRST TR EXCHAN TRADED FD VIfst tr glb fd | $93,000 | – | 4,939 | +100.0% | 0.05% | – |
| BA | New | BOEING CO | $92,000 | – | 242 | +100.0% | 0.05% | – |
| BAC | New | BANK AMER CORP | $88,000 | – | 3,191 | +100.0% | 0.05% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $85,000 | – | 815 | +100.0% | 0.04% | – |
| AMZN | New | AMAZON COM INC | $82,000 | – | 46 | +100.0% | 0.04% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $79,000 | – | 6,388 | +100.0% | 0.04% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $76,000 | – | 660 | +100.0% | 0.04% | – |
| FE | New | FIRSTENERGY CORP | $77,000 | – | 1,843 | +100.0% | 0.04% | – |
| NBTB | New | NBT BANCORP INC | $74,000 | – | 2,051 | +100.0% | 0.04% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $73,000 | – | 294 | +100.0% | 0.04% | – |
| IDV | New | ISHARES TRintl sel div etf | $72,000 | – | 2,328 | +100.0% | 0.04% | – |
| FTSL | New | FIRST TR EXCHANGE TRADED FDsenior ln fd | $70,000 | – | 1,480 | +100.0% | 0.04% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $66,000 | – | 56 | +100.0% | 0.03% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $64,000 | – | 323 | +100.0% | 0.03% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $64,000 | – | 1,267 | +100.0% | 0.03% | – |
| LOW | New | LOWES COS INC | $62,000 | – | 565 | +100.0% | 0.03% | – |
| JPM | New | JPMORGAN CHASE & CO | $62,000 | – | 609 | +100.0% | 0.03% | – |
| NVDA | New | NVIDIA CORP | $62,000 | – | 348 | +100.0% | 0.03% | – |
| FB | New | FACEBOOK INCcl a | $61,000 | – | 365 | +100.0% | 0.03% | – |
| TDIV | New | FIRST TR EXCHANGE TRADED FDnasd tech div | $62,000 | – | 1,611 | +100.0% | 0.03% | – |
| DVY | New | ISHARES TRselect divid etf | $57,000 | – | 585 | +100.0% | 0.03% | – |
| JNJ | New | JOHNSON & JOHNSON | $58,000 | – | 413 | +100.0% | 0.03% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $56,000 | – | 282 | +100.0% | 0.03% | – |
| HD | New | HOME DEPOT INC | $53,000 | – | 277 | +100.0% | 0.03% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $54,000 | – | 480 | +100.0% | 0.03% | – |
| SPHD | New | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $52,000 | – | 1,218 | +100.0% | 0.03% | – |
| JPSE | New | JP MORGAN EXCHANGE TRADED FDdiversfd eqt etf | $51,000 | – | 1,677 | +100.0% | 0.03% | – |
| D | New | DOMINION ENERGY INC | $51,000 | – | 659 | +100.0% | 0.03% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $51,000 | – | 399 | +100.0% | 0.03% | – |
| FDVV | New | FIDELITYhigh divid etf | $51,000 | – | 1,705 | +100.0% | 0.03% | – |
| PEP | New | PEPSICO INC | $50,000 | – | 404 | +100.0% | 0.03% | – |
| SPYV | Sell | SPDR SERIES TRUSTprtflo s&p500 vl | $46,000 | -78.6% | 1,512 | -80.9% | 0.02% | -82.4% |
| UPRO | New | PROSHARES TRultrpro s&p500 | $47,000 | – | 952 | +100.0% | 0.02% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $44,000 | – | 1,720 | +100.0% | 0.02% | – |
| LMT | New | LOCKHEED MARTIN CORP | $44,000 | – | 146 | +100.0% | 0.02% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $43,000 | – | 283 | +100.0% | 0.02% | – |
| MFDX | New | PIMCO EQUITY SERrafi dyn multi | $43,000 | – | 1,771 | +100.0% | 0.02% | – |
| QUAL | New | ISHARES TRusa quality fctr | $43,000 | – | 483 | +100.0% | 0.02% | – |
| T | New | AT&T INC | $41,000 | – | 1,295 | +100.0% | 0.02% | – |
| BSJK | New | INVESCO EXCH TRD SLF IDX FD | $41,000 | – | 1,692 | +100.0% | 0.02% | – |
| WMT | New | WALMART INC | $38,000 | – | 385 | +100.0% | 0.02% | – |
| UGI | New | UGI CORP NEW | $39,000 | – | 705 | +100.0% | 0.02% | – |
| ICSH | New | ISHARES TRultr sh trm bd | $36,000 | – | 720 | +100.0% | 0.02% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $36,000 | – | 607 | +100.0% | 0.02% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $36,000 | – | 31 | +100.0% | 0.02% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $36,000 | – | 700 | +100.0% | 0.02% | – |
| DIS | New | DISNEY WALT CO | $37,000 | – | 330 | +100.0% | 0.02% | – |
| SPMD | Sell | SPDR SERIES TRUSTportfolio md etf | $34,000 | -88.0% | 1,025 | -89.4% | 0.02% | -89.9% |
| PFXF | New | VANECK VECTORS ETF TRpfd secs ex finl | $32,000 | – | 1,624 | +100.0% | 0.02% | – |
| INTC | New | INTEL CORP | $32,000 | – | 604 | +100.0% | 0.02% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $31,000 | – | 54 | +100.0% | 0.02% | – |
| UAL | New | UNITED CONTL HLDGS INC | $30,000 | – | 375 | +100.0% | 0.02% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $28,000 | – | 139 | +100.0% | 0.02% | – |
| PFF | New | ISHARES TRpfd and incm sec | $29,000 | – | 802 | +100.0% | 0.02% | – |
| F | New | FORD MTR CO DEL | $27,000 | – | 3,070 | +100.0% | 0.01% | – |
| CSCO | New | CISCO SYS INC | $27,000 | – | 497 | +100.0% | 0.01% | – |
| DVYE | New | ISHARES INCem mkts div etf | $26,000 | – | 644 | +100.0% | 0.01% | – |
| MMT | New | MFS MULTIMARKET INCOME TRsh ben int | $27,000 | – | 4,780 | +100.0% | 0.01% | – |
| IBB | New | ISHARES TRnasdaq biotech | $27,000 | – | 243 | +100.0% | 0.01% | – |
| CGC | New | CANOPY GROWTH CORP | $25,000 | – | 579 | +100.0% | 0.01% | – |
| ARKK | New | ARK ETF TRinnovation etf | $24,000 | – | 513 | +100.0% | 0.01% | – |
| EDIT | New | EDITAS MEDICINE INC | $24,000 | – | 1,000 | +100.0% | 0.01% | – |
| TJX | New | TJX COS INC NEW | $25,000 | – | 472 | +100.0% | 0.01% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $24,000 | – | 416 | +100.0% | 0.01% | – |
| DESC | New | DBX ETF TRxtrack russ 2000 | $25,000 | – | 769 | +100.0% | 0.01% | – |
| FUTY | Sell | FIDELITYmsci utils index | $23,000 | -97.0% | 612 | -97.2% | 0.01% | -97.5% |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $23,000 | – | 1,038 | +100.0% | 0.01% | – |
| ITB | New | ISHARES TRus home cons etf | $23,000 | – | 665 | +100.0% | 0.01% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $23,000 | – | 263 | +100.0% | 0.01% | – |
| XT | New | ISHARES TRexponential tech | $21,000 | – | 563 | +100.0% | 0.01% | – |
| IYH | New | ISHARES TRus hlthcare etf | $21,000 | – | 109 | +100.0% | 0.01% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $22,000 | – | 125 | +100.0% | 0.01% | – |
| WFC | New | WELLS FARGO CO NEW | $20,000 | – | 406 | +100.0% | 0.01% | – |
| PRU | New | PRUDENTIAL FINL INC | $20,000 | – | 214 | +100.0% | 0.01% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $20,000 | – | 681 | +100.0% | 0.01% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $17,000 | – | 122 | +100.0% | 0.01% | – |
| AMJ | New | JPMORGAN CHASE & COalerian ml etn | $17,000 | – | 647 | +100.0% | 0.01% | – |
| ISD | New | PGIM HIGH YIELD BOND FUND IN | $18,000 | – | 1,270 | +100.0% | 0.01% | – |
| RMRM | New | RMR REAL ESTATE INCOME FUND | $18,000 | – | 974 | +100.0% | 0.01% | – |
| C | New | CITIGROUP INC | $15,000 | – | 234 | +100.0% | 0.01% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $15,000 | – | 78 | +100.0% | 0.01% | – |
| KBWB | New | INVESCO EXCHNG TRADED FD TRkbw bk | $13,000 | – | 267 | +100.0% | 0.01% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $12,000 | – | 77 | +100.0% | 0.01% | – |
| NOW | New | SERVICENOW INC | $12,000 | – | 50 | +100.0% | 0.01% | – |
| JPUS | New | JP MORGAN EXCHANGE TRADED FDjpmorgan diver | $11,000 | – | 147 | +100.0% | 0.01% | – |
| MCD | New | MCDONALDS CORP | $12,000 | – | 64 | +100.0% | 0.01% | – |
| FDX | New | FEDEX CORP | $11,000 | – | 63 | +100.0% | 0.01% | – |
| DAL | New | DELTA AIR LINES INC DEL | $9,000 | – | 170 | +100.0% | 0.01% | – |
| TLRY | New | TILRAY INC | $10,000 | – | 153 | +100.0% | 0.01% | – |
| OKE | New | ONEOK INC NEW | $9,000 | – | 130 | +100.0% | 0.01% | – |
| YUM | New | YUM BRANDS INC | $10,000 | – | 100 | +100.0% | 0.01% | – |
| ACB | New | AURORA CANNABIS INC | $9,000 | – | 1,020 | +100.0% | 0.01% | – |
| KO | New | COCA COLA CO | $10,000 | – | 215 | +100.0% | 0.01% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $9,000 | – | 150 | +100.0% | 0.01% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $10,000 | – | 62 | +100.0% | 0.01% | – |
| CRM | New | SALESFORCE COM INC | $8,000 | – | 50 | +100.0% | 0.00% | – |
| BP | New | BP PLCsponsored adr | $7,000 | – | 161 | +100.0% | 0.00% | – |
| GE | New | GENERAL ELECTRIC CO | $7,000 | – | 721 | +100.0% | 0.00% | – |
| GTLS | New | CHART INDS INC | $7,000 | – | 82 | +100.0% | 0.00% | – |
| FNB | New | FNB CORP PA | $7,000 | – | 658 | +100.0% | 0.00% | – |
| EVV | New | EATON VANCE LTD DUR INCOME F | $8,000 | – | 610 | +100.0% | 0.00% | – |
| MBB | New | ISHARES TRmbs etf | $8,000 | – | 77 | +100.0% | 0.00% | – |
| SLV | New | ISHARES SILVER TRUSTishares | $7,000 | – | 488 | +100.0% | 0.00% | – |
| DRI | New | DARDEN RESTAURANTS INC | $8,000 | – | 67 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC | $5,000 | – | 28 | +100.0% | 0.00% | – |
| LVS | New | LAS VEGAS SANDS CORP | $5,000 | – | 90 | +100.0% | 0.00% | – |
| LLY | New | LILLY ELI & CO | $5,000 | – | 36 | +100.0% | 0.00% | – |
| MTZ | New | MASTEC INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| MYGN | New | MYRIAD GENETICS INC | $5,000 | – | 154 | +100.0% | 0.00% | – |
| NFLX | New | NETFLIX INC | $6,000 | – | 18 | +100.0% | 0.00% | – |
| DEMG | New | DBX ETF TRxtrack ftse emrg | $6,000 | – | 235 | +100.0% | 0.00% | – |
| DEUS | New | DBX ETF TRxtrack russ 1000 | $6,000 | – | 184 | +100.0% | 0.00% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $5,000 | – | 115 | +100.0% | 0.00% | – |
| PIM | New | PUTNAM MASTER INTER INCOME Tsh ben int | $5,000 | – | 1,040 | +100.0% | 0.00% | – |
| SPSB | New | SPDR SERIES TRUSTportfolio short | $6,000 | – | 190 | +100.0% | 0.00% | – |
| BEAT | New | BIOTELEMETRY INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $5,000 | – | 100 | +100.0% | 0.00% | – |
| APHA | New | APHRIA INC | $5,000 | – | 495 | +100.0% | 0.00% | – |
| HBI | New | HANESBRANDS INC | $5,000 | – | 253 | +100.0% | 0.00% | – |
| GNMA | New | ISHARES TRgnma bond etf | $5,000 | – | 102 | +100.0% | 0.00% | – |
| ANTM | New | ANTHEM INC | $5,000 | – | 16 | +100.0% | 0.00% | – |
| ITM | New | VANECK VECTORS ETF TRamt free int etf | $5,000 | – | 99 | +100.0% | 0.00% | – |
| STX | New | SEAGATE TECHNOLOGY PLC | $6,000 | – | 118 | +100.0% | 0.00% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $5,000 | – | 140 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS | $4,000 | – | 65 | +100.0% | 0.00% | – |
| FNCB | New | FNCB BANCORP INC | $3,000 | – | 412 | +100.0% | 0.00% | – |
| PSX | New | PHILLIPS 66 | $3,000 | – | 31 | +100.0% | 0.00% | – |
| EXC | New | EXELON CORP | $4,000 | – | 87 | +100.0% | 0.00% | – |
| SWN | New | SOUTHWESTERN ENERGY CO | $3,000 | – | 715 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HLDGS INC | $4,000 | – | 97 | +100.0% | 0.00% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $3,000 | – | 22 | +100.0% | 0.00% | – |
| EPSN | New | EPSILON ENERGY LTD | $3,000 | – | 635 | +100.0% | 0.00% | – |
| TAP | New | MOLSON COORS BREWING COcl b | $4,000 | – | 60 | +100.0% | 0.00% | – |
| XOM | New | EXXON MOBIL CORP | $4,000 | – | 50 | +100.0% | 0.00% | – |
| ABBV | New | ABBVIE INC | $3,000 | – | 35 | +100.0% | 0.00% | – |
| PDBC | New | INVESCO ACTIVELY MANAGD ETFoptimum yield | $4,000 | – | 230 | +100.0% | 0.00% | – |
| KSU | New | KANSAS CITY SOUTHERN | $4,000 | – | 35 | +100.0% | 0.00% | – |
| GLD | New | SPDR GOLD TRUST | $4,000 | – | 29 | +100.0% | 0.00% | – |
| CGNX | New | COGNEX CORP | $3,000 | – | 54 | +100.0% | 0.00% | – |
| STK | New | COLUMBIA SELIGM PREM TECH GR | $3,000 | – | 144 | +100.0% | 0.00% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $3,000 | – | 29 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| ARNA | New | ARENA PHARMACEUTICALS INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
| DHF | New | DREYFUS HIGH YIELD STRATEGIEsh ben int | $2,000 | – | 552 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $2,000 | – | 53 | +100.0% | 0.00% | – |
| DE | New | DEERE & CO | $2,000 | – | 12 | +100.0% | 0.00% | – |
| REET | New | ISHARES TRglobal reit etf | $2,000 | – | 78 | +100.0% | 0.00% | – |
| QCOM | New | QUALCOMM INC | $1,000 | – | 20 | +100.0% | 0.00% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $2,000 | – | 23 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $1,000 | – | 42 | +100.0% | 0.00% | – |
| WAB | New | WABTEC CORP | $1,000 | – | 9 | +100.0% | 0.00% | – |
| TY | New | TRI CONTL CORP | $2,000 | – | 79 | +100.0% | 0.00% | – |
| CRON | New | CRONOS GROUP INC | $2,000 | – | 134 | +100.0% | 0.00% | – |
| GLDM | New | WORLD GOLD TRspdr gld minis | $2,000 | – | 123 | +100.0% | 0.00% | – |
| UAA | New | UNDER ARMOUR INCcl a | $0 | – | 2 | +100.0% | 0.00% | – |
| SDRLF | New | SEADRILL LTD | $0 | – | 1 | +100.0% | 0.00% | – |
| FTRCQ | New | FRONTIER COMMUNICATIONS CORP | $0 | – | 9 | +100.0% | 0.00% | – |
| GLOW | New | GLOWPOINT INC | $0 | – | 12 | +100.0% | 0.00% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $0 | – | 136 | +100.0% | 0.00% | – |
| SQBG | New | SEQUENTIAL BRNDS GROUP INC N | $0 | – | 7 | +100.0% | 0.00% | – |
| SWIR | New | SIERRA WIRELESS INC | $0 | – | 19 | +100.0% | 0.00% | – |
| IYR | New | ISHARES TRu.s. real es etf | $0 | – | 2 | +100.0% | 0.00% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $0 | – | 2 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $0 | – | 4 | +100.0% | 0.00% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -5,522 | -100.0% | -0.17% | – |
| VIG | Exit | VANGUARD GROUPdiv app etf | $0 | – | -2,796 | -100.0% | -0.17% | – |
| BKLN | Exit | INVESCO EXCHNG TRADED FD TRsr ln etf | $0 | – | -83,514 | -100.0% | -1.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROCTER & GAMBLE CO | 28 | Q3 2023 | 18.3% |
| PFIZER INC | 28 | Q3 2023 | 0.2% |
| ISHARES TR | 27 | Q3 2023 | 20.9% |
| ISHARES TR | 27 | Q3 2023 | 7.8% |
| FIDELITY COVINGTON TRUST | 27 | Q3 2023 | 4.5% |
| PEOPLES FINL SVCS CORP | 27 | Q3 2023 | 1.2% |
| ISHARES TR | 26 | Q3 2023 | 3.3% |
| APPLE INC | 26 | Q3 2023 | 0.6% |
| ISHARES TR | 25 | Q3 2023 | 3.9% |
| ISHARES TR | 24 | Q3 2023 | 8.5% |
View Stone House Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-14 |
| 13F-HR/A | 2021-10-21 |
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.