$281 Million is the total value of Stone House Investment Management, LLC's 45 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $32,316,104 | – | 84,502 | +100.0% | 11.52% | – |
| IXUS | New | ISHARES TRcore msci total | $11,224,279 | – | 193,923 | +100.0% | 4.00% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $6,074,758 | – | 148,563 | +100.0% | 2.17% | – |
| IYW | New | ISHARES TRu.s. tech etf | $4,041,437 | – | 54,255 | +100.0% | 1.44% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $3,060,769 | – | 20,974 | +100.0% | 1.09% | – |
| UPRO | New | PROSHARES TRultrpro s&p500 | $519,791 | – | 15,862 | +100.0% | 0.18% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $204,993 | – | 2,169 | +100.0% | 0.07% | – |
| GMBL | New | ESPORTS ENTMT GROUP INC | $4,333 | – | 56,561 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
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.