Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Stone House Investment Management LLC
  City: Tunkhannock
  State: PA
  Zip: 18657
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $289,940,000
  Total Value Change : $2,553,000
  Securities Held Change : -18
   
All Securities Held : 319
  New Positions : 42
  Closed Positions : 64
  Increased Positions : 89
  Unchanged Positions : 127
  Decreased Positions : 61

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 40     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 15 New $249.45 $4,557,000 20,401 1.57% 4,557,000 20,401 0.046    Closed - End Fund - E...
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 24 New $43.61 $1,404,000 35,904 0.48% 1,404,000 35,904 0.04    Closed - End Fund - E...
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 29 New $43.05 $592,000 14,720 0.2% 592,000 14,720 0    Closed - End Fund - E...
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 41 New $80.94 $202,000 2,685 0.07% 202,000 2,685 0    Closed - End Fund - E...
   (IBDR)1 Year Chart         IBDR Ishares Ibonds Dec 2026 Ter... New $0.00 $156,000 6,541 0.05% 156,000 6,541 0.073    N/A
   (TSN)1 Year Chart         TSN Tyson Foods Inc 90 New $60.27 $40,000 750 0.01% 40,000 750 0    Meat Products
   (FIX)1 Year Chart         FIX Comfort Systems USA Inc 140 New $334.32 $15,000 72 0.01% 15,000 72 0    General Contractors
   (EXAS)1 Year Chart         EXAS Exact Sciences Corp 136 New $54.00 $15,000 200 0.01% 15,000 200 0    Biotechnology
   (NOW)1 Year Chart         NOW Servicenow, Inc. 138 New $721.62 $15,000 21 0.01% 15,000 21 0    Information Technolog...
   (KWEB)1 Year Chart         KWEB Kraneshares Csi China Internet 142 New $30.97 $14,000 500 0% 14,000 500 0    N/A
   (RIG)1 Year Chart         RIG Transocean Inc 159 New $6.01 $10,000 1,500 0% 10,000 1,500 0    Oil & Gas Drilling & ...
   (DRCT)1 Year Chart         DRCT Direct Digital Holdings, Inc. 179 New $3.86 $7,000 485 0% 7,000 485 0    N/A
   (ACN)1 Year Chart         ACN Accenture Plc 181 New $306.95 $7,000 20 0% 7,000 20 0    Management Services
   (FIS)1 Year Chart         FIS Fidelity National Information 199 New $76.39 $5,000 83 0% 5,000 83 0    Business Services
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 198 New $313.66 $5,000 20 0% 5,000 20 0    Diversified Computer ...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 211 New $410.24 $5,000 13 0% 5,000 13 0    Property & Casualty I...
   (IRBT)1 Year Chart         IRBT iRobot Corp 227 New $7.24 $4,000 100 0% 4,000 100 0    Appliances
   (QLYS)1 Year Chart         QLYS Qualys, Inc. 223 New $149.73 $4,000 18 0% 4,000 18 0    Application Software
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 243 New $270.84 $3,000 10 0% 3,000 10 0    Conglomerates
   (ASTS)1 Year Chart         ASTS AST SpaceMobile, Inc 239 New $2.51 $3,000 420 0% 3,000 420 0    N/A
   (CTSH)1 Year Chart         CTSH Cognizant Technology Soluti... 261 New $67.78 $2,000 30 0% 2,000 30 0    Business Software & S...
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 265 New $103.31 $2,000 20 0% 2,000 20 0    Drug Manufacturers - ...
   (STLD)1 Year Chart         STLD Steel Dynamics Inc 257 New $135.07 $2,000 20 0% 2,000 20 0    Steel & Iron
   (BAM)1 Year Chart         BAM Brookfield Asset Management... 270 New $39.96 $2,000 50 0% 2,000 50 0    Asset Management
   (QTWO)1 Year Chart         QTWO Q2 Holdings, Inc. 264 New $61.45 $2,000 50 0% 2,000 50 0    N/A
   (TXT)1 Year Chart         TXT Textron Inc 272 New $88.10 $2,000 20 0% 2,000 20 0    Conglomerates
   (PATH)1 Year Chart         PATH Uipath, Inc. 260 New $20.20 $2,000 100 0% 2,000 100 0    N/A
   (BBU)1 Year Chart         BBU Brookfield Business Partner... 263 New $19.41 $2,000 103 0% 2,000 103 0    N/A
   (XMTR)1 Year Chart         XMTR Xometry, Inc. 253 New $16.48 $2,000 50 0% 2,000 50 0    N/A
   (GEOS)1 Year Chart         GEOS Geospace Technologies Corp 305 New $10.11 $1,000 79 0% 1,000 79 0    Scientific & Technica...
   (RDW)1 Year Chart         RDW Genesis Park Acquisition Corp. 282 New $10.50 $1,000 300 0% 1,000 300 0.002    N/A
   (JD)1 Year Chart         JD JD.com 299 New $33.35 $1,000 35 0% 1,000 35 0    Internet Service Prov...
   (HHS)1 Year Chart         HHS Harte-Hanks Inc 304 New $7.07 $1,000 143 0% 1,000 143 0    Marketing Services
   (HEPS)1 Year Chart         HEPS D Market Electronic Service... 285 New $0.00 $1,000 570 0% 1,000 570 0    N/A
   (NGL)1 Year Chart         NGL Ngl Energy Partners Lp 293 New $5.60 $1,000 183 0% 1,000 183 0    Independent Oil & Gas
   (FPI)1 Year Chart         FPI Farmland Partners Inc. 290 New $11.36 $1,000 100 0% 1,000 100 0    Real Estate Development
   (RPD)1 Year Chart         RPD Rapid7, Inc. 302 New $38.11 $1,000 20 0% 1,000 20 0    N/A
   (CANF)1 Year Chart         CANF Can-Fite BioPharma Ltd 283 New $0.41 $1,000 470 0% 1,000 470 0    N/A
   (PR)1 Year Chart         PR Permian Resources Corp 301 New $16.83 $1,000 79 0% 1,000 79 0    N/A
   (KTOS)1 Year Chart         KTOS Kratos Defense & Security S... 287 New $20.06 $1,000 52 0% 1,000 52 0    Technical Services

      40 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results