- New Purchases: ITOT, IWV, IXUS, SPSM, JPST, CBU, BOND, TLT, SJM, IFGL, BAC, BA, BABA, GNR, RSP, AMZN, FE, NBTB, UNH, FTSL, IAU, IDV, VXF, AMT, GOOGL, JPM, JNJ, LOW, NVDA, SBAC, UPS, FB, DVY, VEU, T, AMD, CCI, D, HD, LMT, PEP, UGI, IWM, UPRO, BRK.B, CSCO, F, INTC, ISRG, TJX, UAL, VZ, WMT, DIS, MMT, GOOG, CGC, EDIT, DVYE, FLOT, IBB, PFF, C, KO, DRI, EPD, FDX, IBM, MCD, NSC, OKE, PRU, CRM, WFC, YUM, EVV, RIF, DAL, ISD, NOW, GWPH, ACB, TLRY, AMJ, GDX, ITB, IYH, MBB, QQQ, VB, VNQ, AMGN, ARNA, BP, CHK, FTR, CGNX, CMCSA, COP, DE, LLY, EXC, XOM, FNB, GE, GLOW, ITW, KSU, LVS, MTZ, MET, TAP, MYGN, NFLX, QCOM, STX, SWIR, SWN, UAA, VOD, WAB, ANTM, SQBG, FNCB, DHF, TY, PIM, GTLS, HBI, BEAT, 41E1, STK, PSX, ABBV, APHA, UA, CRON, YUMC, BHF, SDRL, GLD, GLDM, HYG, ITM, IYR, PDBC, SCZ, SHM, SLV, SPSB, SUB,
- Added Positions: AGG, DGRO, SPTM, USMV, IVV, FHLC, IEFA, MCHI, IJR, SPDW, IEMG, SPAB, QTEC, EMB, SPEM,
- Reduced Positions: IVW, SHV, IJH, LQD, IVE, PG, SPYG, SPIB, VYM, FTEC, AAPL, STIP, PFE,
- Sold Out: BKLN, VIG,
For the details of Stone House Investment Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/stone+house+investment+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Stone House Investment Management, LLC- iShares Core S&P 500 (IVV) - 75,585 shares, 13.97% of the total portfolio. Shares added by 2.91%
- Procter & Gamble Co (PG) - 186,032 shares, 12.58% of the total portfolio. Shares reduced by 4.16%
- iShares Short Treasury Bond ETF (SHV) - 100,794 shares, 7.24% of the total portfolio. Shares reduced by 10.77%
- iShares Core MSCI EAFE (IEFA) - 180,222 shares, 7.12% of the total portfolio. Shares added by 3.20%
- iShares S&P 500 Value (IVE) - 76,312 shares, 5.59% of the total portfolio. Shares reduced by 13.38%
Stone House Investment Management, LLC initiated holding in iShares Core S&P Total U.S. Stock Market. The purchase prices were between $55.45 and $64.92, with an estimated average price of $61.94. The stock is now traded at around $66.14. The impact to a portfolio due to this purchase was 3.58%. The holding were 85,575 shares as of .
New Purchase: iShares Russell 3000 (IWV)Stone House Investment Management, LLC initiated holding in iShares Russell 3000. The purchase prices were between $143.5 and $168.06, with an estimated average price of $160.29. The stock is now traded at around $171.17. The impact to a portfolio due to this purchase was 2.78%. The holding were 25,672 shares as of .
New Purchase: iShares Core MSCI Total International Stock ETF (IXUS)Stone House Investment Management, LLC initiated holding in iShares Core MSCI Total International Stock ETF. The purchase prices were between $51.94 and $58.78, with an estimated average price of $56.44. The stock is now traded at around $59.57. The impact to a portfolio due to this purchase was 1.16%. The holding were 30,803 shares as of .
New Purchase: SPDR Portfolio Small Cap (SPSM)Stone House Investment Management, LLC initiated holding in SPDR Portfolio Small Cap. The purchase prices were between $26.03 and $31.28, with an estimated average price of $29.65. The stock is now traded at around $31.18. The impact to a portfolio due to this purchase was 0.16%. The holding were 8,109 shares as of .
New Purchase: JPMorgan Ultra-Short Income (JPST)Stone House Investment Management, LLC initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $50.09 and $50.4, with an estimated average price of $50.26. The stock is now traded at around $50.34. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,325 shares as of .
New Purchase: Community Bank System Inc (CBU)Stone House Investment Management, LLC initiated holding in Community Bank System Inc. The purchase prices were between $56.94 and $64.92, with an estimated average price of $61.69. The stock is now traded at around $63.32. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,350 shares as of .
Added: iShares Core U.S. Aggregate Bond (AGG)Stone House Investment Management, LLC added to a holding in iShares Core U.S. Aggregate Bond by 73.34%. The purchase prices were between $106.35 and $109.08, with an estimated average price of $107.2. The stock is now traded at around $108.27. The impact to a portfolio due to this purchase was 2.32%. The holding were 77,405 shares as of .
Added: iShares Core Dividend Growth (DGRO)Stone House Investment Management, LLC added to a holding in iShares Core Dividend Growth by 124.39%. The purchase prices were between $32.34 and $37.06, with an estimated average price of $35.53. The stock is now traded at around $37.57. The impact to a portfolio due to this purchase was 1.17%. The holding were 88,222 shares as of .
Added: SPDR Portfolio Total Stock Market (SPTM)Stone House Investment Management, LLC added to a holding in SPDR Portfolio Total Stock Market by 55.68%. The purchase prices were between $30.18 and $35.45, with an estimated average price of $33.8. The stock is now traded at around $36.12. The impact to a portfolio due to this purchase was 0.97%. The holding were 118,949 shares as of .
Added: Fidelity MSCI Health Care Index (FHLC)Stone House Investment Management, LLC added to a holding in Fidelity MSCI Health Care Index by 70.43%. The purchase prices were between $39.87 and $45.16, with an estimated average price of $43.61. The stock is now traded at around $43.82. The impact to a portfolio due to this purchase was 0.38%. The holding were 31,523 shares as of .
Sold Out: Invesco Senior Loan (BKLN)Stone House Investment Management, LLC sold out a holding in Invesco Senior Loan. The sale prices were between $21.78 and $22.84, with an estimated average price of $22.57.
Sold Out: Vanguard Div Appreciation (VIG)Stone House Investment Management, LLC sold out a holding in Vanguard Div Appreciation. The sale prices were between $95.15 and $109.87, with an estimated average price of $105.3.
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