$292 Million is the total value of Stone House Investment Management, LLC's 42 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UAPR | INNOVATOR ETFS TRus eqt ultra bf | $387,000 | +2.4% | 14,700 | 0.0% | 0.13% | -10.2% | |
| AMRS | AMYRIS INC | $77,000 | -67.0% | 14,224 | 0.0% | 0.03% | -71.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
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.