$191 Million is the total value of Stone House Investment Management, LLC's 37 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 88.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $23,789,000 | +10.6% | 80,708 | +6.8% | 12.43% | +10.9% |
| GOVT | Buy | ISHARES TRus treas bd etf | $21,180,000 | +208.7% | 820,460 | +201.9% | 11.07% | +209.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $20,225,000 | +4.5% | 184,447 | -0.9% | 10.57% | +4.8% |
| AGG | Buy | ISHARES TRcore us aggbd et | $13,705,000 | +62.3% | 123,082 | +59.0% | 7.16% | +62.8% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $11,687,000 | +173.1% | 67,807 | +164.1% | 6.11% | +173.9% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $11,069,000 | +89.5% | 61,757 | +82.2% | 5.78% | +90.1% |
| IEFA | Sell | ISHARES TRcore msci eafe | $10,054,000 | -8.2% | 163,746 | -9.1% | 5.25% | -7.9% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $8,366,000 | -2.8% | 71,768 | -6.0% | 4.37% | -2.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $6,110,000 | +41.4% | 118,770 | +42.1% | 3.19% | +41.8% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $5,877,000 | +6.6% | 88,210 | +3.1% | 3.07% | +7.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,260,000 | +1.5% | 67,197 | +0.0% | 2.75% | +1.8% |
| IXUS | Buy | ISHARES TRcore msci total | $4,918,000 | +174.9% | 83,866 | +172.3% | 2.57% | +175.6% |
| SHV | Sell | ISHARES TRshort treas bd | $4,778,000 | -57.1% | 43,180 | -57.2% | 2.50% | -57.0% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $4,755,000 | -29.3% | 38,233 | -32.3% | 2.48% | -29.1% |
| FTEC | Sell | FIDELITYmsci info tech i | $4,628,000 | -39.2% | 74,304 | -42.1% | 2.42% | -39.0% |
| SPTM | Buy | SPDR SERIES TRUSTportfolio tl stk | $4,347,000 | +3.9% | 119,235 | +0.2% | 2.27% | +4.2% |
| USMV | Sell | ISHARES TRmin vol usa etf | $4,185,000 | -1.8% | 67,803 | -6.4% | 2.19% | -1.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $3,489,000 | +77.7% | 17,960 | +73.3% | 1.82% | +78.4% |
| IUSB | Buy | ISHARES TRcore total usd | $3,375,000 | +515.9% | 65,308 | +502.8% | 1.76% | +518.6% |
| LRGF | Sell | ISHARES TRmultifactor usa | $3,226,000 | -5.0% | 101,573 | -7.2% | 1.68% | -4.7% |
| INTF | Sell | ISHARES TRmultifactor intl | $2,587,000 | -61.8% | 98,533 | -61.7% | 1.35% | -61.6% |
| MBB | Buy | ISHARES TRmbs etf | $2,498,000 | +31125.0% | 23,212 | +30045.5% | 1.30% | +32525.0% |
| ICSH | Buy | ISHARES TRultr sh trm bd | $1,889,000 | +5147.2% | 37,492 | +5107.2% | 0.99% | +5094.7% |
| PFIS | Buy | PEOPLES FINL SVCS CORP | $1,310,000 | -0.5% | 29,113 | +0.0% | 0.68% | -0.3% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,140,000 | +2.1% | 38,536 | +0.8% | 0.60% | +2.4% |
| SPAB | Buy | SPDR SERIES TRUSTportfolio agrgte | $852,000 | +2.5% | 29,212 | +0.3% | 0.44% | +2.8% |
| EMGF | Sell | ISHARES INCmlt fctr emg mkt | $791,000 | -80.3% | 18,775 | -80.0% | 0.41% | -80.2% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $762,000 | +92.4% | 21,300 | +92.2% | 0.40% | +93.2% |
| NEAR | Sell | ISHARES US ETF TRsht mat bd etf | $744,000 | -44.3% | 14,774 | -44.5% | 0.39% | -44.1% |
| SPIB | Sell | SPDR SERIES TRUSTportfolio intrmd | $632,000 | -24.8% | 18,081 | -26.4% | 0.33% | -24.7% |
| LGLV | Sell | SPDR SERIES TRUSTssga us lrg etf | $537,000 | +1.9% | 4,983 | -5.1% | 0.28% | +2.6% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $527,000 | +2.5% | 6,034 | +0.5% | 0.28% | +2.6% |
| QTEC | Sell | FIRST TR NASDAQ100 TECH INDE | $512,000 | -35.4% | 5,992 | -37.6% | 0.27% | -35.4% |
| SPMB | New | SPDR SERIES TRUSTblombrg brc mrtg | $479,000 | – | 18,317 | +100.0% | 0.25% | – |
| SPYG | Sell | SPDR SERIES TRUSTprtflo s&p500 gw | $454,000 | +0.4% | 11,723 | -3.5% | 0.24% | +0.9% |
| AAPL | Buy | APPLE INC | $390,000 | +5.4% | 1,970 | +1.2% | 0.20% | +5.7% |
| PFE | Buy | PFIZER INC | $275,000 | +3.0% | 6,342 | +0.8% | 0.14% | +3.6% |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -2 | -100.0% | 0.00% | – |
| SWIR | Exit | SIERRA WIRELESS INC | $0 | – | -19 | -100.0% | 0.00% | – |
| UAA | Exit | UNDER ARMOUR INCcl a | $0 | – | -2 | -100.0% | 0.00% | – |
| UA | Exit | UNDER ARMOUR INCcl c | $0 | – | -4 | -100.0% | 0.00% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -2 | -100.0% | 0.00% | – |
| SDRLF | Exit | SEADRILL LTD | $0 | – | -1 | -100.0% | 0.00% | – |
| GLOW | Exit | GLOWPOINT INC | $0 | – | -12 | -100.0% | 0.00% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORP | $0 | – | -136 | -100.0% | 0.00% | – |
| FTRCQ | Exit | FRONTIER COMMUNICATIONS CORP | $0 | – | -9 | -100.0% | 0.00% | – |
| SQBG | Exit | SEQUENTIAL BRNDS GROUP INC N | $0 | – | -7 | -100.0% | 0.00% | – |
| DHF | Exit | DREYFUS HIGH YIELD STRATEGIEsh ben int | $0 | – | -552 | -100.0% | -0.00% | – |
| BHF | Exit | BRIGHTHOUSE FINL INC | $0 | – | -16 | -100.0% | -0.00% | – |
| CRON | Exit | CRONOS GROUP INC | $0 | – | -134 | -100.0% | -0.00% | – |
| WAB | Exit | WABTEC CORP | $0 | – | -9 | -100.0% | -0.00% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -23 | -100.0% | -0.00% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -42 | -100.0% | -0.00% | – |
| REET | Exit | ISHARES TRglobal reit etf | $0 | – | -78 | -100.0% | -0.00% | – |
| ARNA | Exit | ARENA PHARMACEUTICALS INC | $0 | – | -18 | -100.0% | -0.00% | – |
| DE | Exit | DEERE & CO | $0 | – | -12 | -100.0% | -0.00% | – |
| GLDM | Exit | WORLD GOLD TRspdr gld minis | $0 | – | -123 | -100.0% | -0.00% | – |
| TY | Exit | TRI CONTL CORP | $0 | – | -79 | -100.0% | -0.00% | – |
| MET | Exit | METLIFE INC | $0 | – | -53 | -100.0% | -0.00% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -20 | -100.0% | -0.00% | – |
| CGNX | Exit | COGNEX CORP | $0 | – | -54 | -100.0% | -0.00% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -31 | -100.0% | -0.00% | – |
| STK | Exit | COLUMBIA SELIGM PREM TECH GR | $0 | – | -144 | -100.0% | -0.00% | – |
| YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -97 | -100.0% | -0.00% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -65 | -100.0% | -0.00% | – |
| EPSN | Exit | EPSILON ENERGY LTD | $0 | – | -635 | -100.0% | -0.00% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -35 | -100.0% | -0.00% | – |
| SWN | Exit | SOUTHWESTERN ENERGY CO | $0 | – | -715 | -100.0% | -0.00% | – |
| TAP | Exit | MOLSON COORS BREWING COcl b | $0 | – | -60 | -100.0% | -0.00% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -29 | -100.0% | -0.00% | – |
| FNCB | Exit | FNCB BANCORP INC | $0 | – | -412 | -100.0% | -0.00% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -22 | -100.0% | -0.00% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -50 | -100.0% | -0.00% | – |
| PDBC | Exit | INVESCO ACTIVELY MANAGD ETFoptimum yield | $0 | – | -230 | -100.0% | -0.00% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -35 | -100.0% | -0.00% | – |
| EXC | Exit | EXELON CORP | $0 | – | -87 | -100.0% | -0.00% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -29 | -100.0% | -0.00% | – |
| DEMG | Exit | DBX ETF TRxtrack ftse emrg | $0 | – | -235 | -100.0% | -0.00% | – |
| MTZ | Exit | MASTEC INC | $0 | – | -100 | -100.0% | -0.00% | – |
| MYGN | Exit | MYRIAD GENETICS INC | $0 | – | -154 | -100.0% | -0.00% | – |
| PIM | Exit | PUTNAM MASTER INTER INCOME Tsh ben int | $0 | – | -1,040 | -100.0% | -0.00% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -36 | -100.0% | -0.00% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -90 | -100.0% | -0.00% | – |
| BEAT | Exit | BIOTELEMETRY INC | $0 | – | -100 | -100.0% | -0.00% | – |
| STX | Exit | SEAGATE TECHNOLOGY PLC | $0 | – | -118 | -100.0% | -0.00% | – |
| ROBO | Exit | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $0 | – | -140 | -100.0% | -0.00% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -253 | -100.0% | -0.00% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -115 | -100.0% | -0.00% | – |
| ITM | Exit | VANECK VECTORS ETF TRamt free int etf | $0 | – | -99 | -100.0% | -0.00% | – |
| GNMA | Exit | ISHARES TRgnma bond etf | $0 | – | -102 | -100.0% | -0.00% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -18 | -100.0% | -0.00% | – |
| SPSB | Exit | SPDR SERIES TRUSTportfolio short | $0 | – | -190 | -100.0% | -0.00% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sr | $0 | – | -100 | -100.0% | -0.00% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -16 | -100.0% | -0.00% | – |
| APHA | Exit | APHRIA INC | $0 | – | -495 | -100.0% | -0.00% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -28 | -100.0% | -0.00% | – |
| DEUS | Exit | DBX ETF TRxtrack russ 1000 | $0 | – | -184 | -100.0% | -0.00% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -67 | -100.0% | -0.00% | – |
| SLV | Exit | ISHARES SILVER TRUSTishares | $0 | – | -488 | -100.0% | -0.00% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -50 | -100.0% | -0.00% | – |
| EVV | Exit | EATON VANCE LTD DUR INCOME F | $0 | – | -610 | -100.0% | -0.00% | – |
| GTLS | Exit | CHART INDS INC | $0 | – | -82 | -100.0% | -0.00% | – |
| FNB | Exit | FNB CORP PA | $0 | – | -658 | -100.0% | -0.00% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -161 | -100.0% | -0.00% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -721 | -100.0% | -0.00% | – |
| KO | Exit | COCA COLA CO | $0 | – | -215 | -100.0% | -0.01% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -100 | -100.0% | -0.01% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -170 | -100.0% | -0.01% | – |
| GWPH | Exit | GW PHARMACEUTICALS PLCads | $0 | – | -62 | -100.0% | -0.01% | – |
| TLRY | Exit | TILRAY INC | $0 | – | -153 | -100.0% | -0.01% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -1,020 | -100.0% | -0.01% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -150 | -100.0% | -0.01% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -130 | -100.0% | -0.01% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -64 | -100.0% | -0.01% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -77 | -100.0% | -0.01% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -50 | -100.0% | -0.01% | – |
| JPUS | Exit | JP MORGAN EXCHANGE TRADED FDjpmorgan diver | $0 | – | -147 | -100.0% | -0.01% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -63 | -100.0% | -0.01% | – |
| KBWB | Exit | INVESCO EXCHNG TRADED FD TRkbw bk | $0 | – | -267 | -100.0% | -0.01% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -78 | -100.0% | -0.01% | – |
| C | Exit | CITIGROUP INC | $0 | – | -234 | -100.0% | -0.01% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -122 | -100.0% | -0.01% | – |
| ISD | Exit | PGIM HIGH YIELD BOND FUND IN | $0 | – | -1,270 | -100.0% | -0.01% | – |
| RMRM | Exit | RMR REAL ESTATE INCOME FUND | $0 | – | -974 | -100.0% | -0.01% | – |
| AMJ | Exit | JPMORGAN CHASE & COalerian ml etn | $0 | – | -647 | -100.0% | -0.01% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -406 | -100.0% | -0.01% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -681 | -100.0% | -0.01% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -214 | -100.0% | -0.01% | – |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -109 | -100.0% | -0.01% | – |
| XT | Exit | ISHARES TRexponential tech | $0 | – | -563 | -100.0% | -0.01% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -125 | -100.0% | -0.01% | – |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -665 | -100.0% | -0.01% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -263 | -100.0% | -0.01% | – |
| FUTY | Exit | FIDELITYmsci utils index | $0 | – | -612 | -100.0% | -0.01% | – |
| GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -1,038 | -100.0% | -0.01% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -579 | -100.0% | -0.01% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -513 | -100.0% | -0.01% | – |
| DESC | Exit | DBX ETF TRxtrack russ 2000 | $0 | – | -769 | -100.0% | -0.01% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -472 | -100.0% | -0.01% | – |
| EDIT | Exit | EDITAS MEDICINE INC | $0 | – | -1,000 | -100.0% | -0.01% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FD | $0 | – | -416 | -100.0% | -0.01% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -497 | -100.0% | -0.01% | – |
| DVYE | Exit | ISHARES INCem mkts div etf | $0 | – | -644 | -100.0% | -0.01% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -3,070 | -100.0% | -0.01% | – |
| MMT | Exit | MFS MULTIMARKET INCOME TRsh ben int | $0 | – | -4,780 | -100.0% | -0.01% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -243 | -100.0% | -0.01% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -139 | -100.0% | -0.02% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -802 | -100.0% | -0.02% | – |
| UAL | Exit | UNITED CONTL HLDGS INC | $0 | – | -375 | -100.0% | -0.02% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -54 | -100.0% | -0.02% | – |
| PFXF | Exit | VANECK VECTORS ETF TRpfd secs ex finl | $0 | – | -1,624 | -100.0% | -0.02% | – |
| INTC | Exit | INTEL CORP | $0 | – | -604 | -100.0% | -0.02% | – |
| SPMD | Exit | SPDR SERIES TRUSTportfolio md etf | $0 | – | -1,025 | -100.0% | -0.02% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -31 | -100.0% | -0.02% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -330 | -100.0% | -0.02% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -700 | -100.0% | -0.02% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -607 | -100.0% | -0.02% | – |
| UGI | Exit | UGI CORP NEW | $0 | – | -705 | -100.0% | -0.02% | – |
| WMT | Exit | WALMART INC | $0 | – | -385 | -100.0% | -0.02% | – |
| BSJK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -1,692 | -100.0% | -0.02% | – |
| T | Exit | AT&T INC | $0 | – | -1,295 | -100.0% | -0.02% | – |
| QUAL | Exit | ISHARES TRusa quality fctr | $0 | – | -483 | -100.0% | -0.02% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -283 | -100.0% | -0.02% | – |
| MFDX | Exit | PIMCO EQUITY SERrafi dyn multi | $0 | – | -1,771 | -100.0% | -0.02% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -146 | -100.0% | -0.02% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -1,720 | -100.0% | -0.02% | – |
| SPYV | Exit | SPDR SERIES TRUSTprtflo s&p500 vl | $0 | – | -1,512 | -100.0% | -0.02% | – |
| UPRO | Exit | PROSHARES TRultrpro s&p500 | $0 | – | -952 | -100.0% | -0.02% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -404 | -100.0% | -0.03% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -399 | -100.0% | -0.03% | – |
| JPSE | Exit | JP MORGAN EXCHANGE TRADED FDdiversfd eqt etf | $0 | – | -1,677 | -100.0% | -0.03% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -659 | -100.0% | -0.03% | – |
| SPHD | Exit | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $0 | – | -1,218 | -100.0% | -0.03% | – |
| FDVV | Exit | FIDELITYhigh divid etf | $0 | – | -1,705 | -100.0% | -0.03% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -277 | -100.0% | -0.03% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -480 | -100.0% | -0.03% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -282 | -100.0% | -0.03% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -413 | -100.0% | -0.03% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -585 | -100.0% | -0.03% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -565 | -100.0% | -0.03% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -609 | -100.0% | -0.03% | – |
| NVDA | Exit | NVIDIA CORP | $0 | – | -348 | -100.0% | -0.03% | – |
| TDIV | Exit | FIRST TR EXCHANGE TRADED FDnasd tech div | $0 | – | -1,611 | -100.0% | -0.03% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -365 | -100.0% | -0.03% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -1,267 | -100.0% | -0.03% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -323 | -100.0% | -0.03% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -56 | -100.0% | -0.03% | – |
| FTSL | Exit | FIRST TR EXCHANGE TRADED FDsenior ln fd | $0 | – | -1,480 | -100.0% | -0.04% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -2,328 | -100.0% | -0.04% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -294 | -100.0% | -0.04% | – |
| NBTB | Exit | NBT BANCORP INC | $0 | – | -2,051 | -100.0% | -0.04% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -660 | -100.0% | -0.04% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -1,843 | -100.0% | -0.04% | – |
| IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -6,388 | -100.0% | -0.04% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -46 | -100.0% | -0.04% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -815 | -100.0% | -0.04% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -3,191 | -100.0% | -0.05% | – |
| FTGC | Exit | FIRST TR EXCHAN TRADED FD VIfst tr glb fd | $0 | – | -4,939 | -100.0% | -0.05% | – |
| CN | Exit | DBX ETF TRxtrack msci chna | $0 | – | -2,627 | -100.0% | -0.05% | – |
| BA | Exit | BOEING CO | $0 | – | -242 | -100.0% | -0.05% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -520 | -100.0% | -0.05% | – |
| GNR | Exit | SPDR INDEX SHS FDSglb nat resrce | $0 | – | -2,167 | -100.0% | -0.05% | – |
| JPHF | Exit | JP MORGAN EXCHANGE TRADED FDdiversified et | $0 | – | -4,082 | -100.0% | -0.05% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -2,037 | -100.0% | -0.05% | – |
| IFGL | Exit | ISHARES TRintl dev re etf | $0 | – | -3,458 | -100.0% | -0.06% | – |
| FREL | Exit | FIDELITYmsci rl est etf | $0 | – | -4,213 | -100.0% | -0.06% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -962 | -100.0% | -0.06% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -1,131 | -100.0% | -0.06% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -1,008 | -100.0% | -0.07% | – |
| CBU | Exit | COMMUNITY BK SYS INC | $0 | – | -2,350 | -100.0% | -0.07% | – |
| QARP | Exit | DBX ETF TRxtrackers ruse | $0 | – | -5,692 | -100.0% | -0.08% | – |
| SPVM | Exit | INVESCO EXCHANGE TRADED FD Trussel 200 pur | $0 | – | -4,118 | -100.0% | -0.08% | – |
| MFEM | Exit | PIMCO EQUITY SERrafi dyn emerg | $0 | – | -7,000 | -100.0% | -0.09% | – |
| JPST | Exit | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $0 | – | -3,325 | -100.0% | -0.09% | – |
| SLQD | Exit | ISHARES TR0-5yr invt gr cp | $0 | – | -3,492 | -100.0% | -0.09% | – |
| DEEF | Exit | DBX ETF TRxtrack ftse us | $0 | – | -6,620 | -100.0% | -0.10% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -2,058 | -100.0% | -0.11% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -2,177 | -100.0% | -0.12% | – |
| SPSM | Exit | SPDR SER TRportfolio sm etf | $0 | – | -8,109 | -100.0% | -0.13% | – |
| COG | Exit | CABOT OIL & GAS CORP | $0 | – | -10,440 | -100.0% | -0.14% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -4,371 | -100.0% | -0.23% | – |
| CEMB | Exit | ISHARES INCjp mrg em crp bd | $0 | – | -11,939 | -100.0% | -0.31% | – |
| FHLC | Exit | FIDELITYmsci hlth care i | $0 | – | -31,523 | -100.0% | -0.73% | – |
| MCHI | Exit | ISHARES TRmsci china etf | $0 | – | -27,040 | -100.0% | -0.88% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -88,222 | -100.0% | -1.69% | – |
| COMT | Exit | ISHARES US ETF TR | $0 | – | -103,916 | -100.0% | -1.79% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -31,273 | -100.0% | -1.79% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -179,268 | -100.0% | -4.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-09
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.