STONE HOUSE INVESTMENT MANAGEMENT, LLC

http://stackmylife.com TUNKHANNOCK, PA Investment Advisor How do I update this listing?

Stone House Investment Management is based out of Tunkhannock. Stone House Investment Management is a large advisory firm with 413 clients and discretionary assets under management (AUM) of $218,158,447 (Form ADV from 2019-08-02). Their last reported 13F filing for Q4 2019 included $136,955,000 in managed 13F securities and a top 10 holdings concentration of 80.05%. Stone House Investment Management's largest holding is iShares Core U.S. Treasury Bond ETF with shares held of 999,693. Whalewisdom has at least 13 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $136.955 Million
  • Prior Market Value $200.652 Million
  • New Purchases8 stocks
  • Additional Purchases11 stocks
  • Sold out of23 stocks
  • Reduced holdings in8 stocks
  • Top 10 Holdings % 80.05 %
  • Turnover % [1]:114.81%
  • Turnover Alt % [2]: 68.91 %
  • Time Held Top20:3.85 quarters
  • Time Held Top10:3.10 quarters
  • Time Held All:4.52 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 5.37%
Performance Last 4 Quarters: 12.91%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted
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View Last Form Adv Compilation Report on Record

STONE HOUSE INVESTMENT MANAGEMENT, LLC
80 WEST TIOGA STREET
TUNKHANNOCK PA    18657
Country: United States

Business Phone: 570-836-7020
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 10
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,SHARES IN THIRD PARTY ADVISORY FEES
Amount of client funds and securities: 15,172,500
Total Number of Clients: 413
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-11-18
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-08-02
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-04-29
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-03-17
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2018-12-17
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

STONE HOUSE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2018-06-07
Name Title Start Date Direct/Indirect % Ownership
STONE, RAYMOND, SCOTT MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER direct 2007-04-01
BROWN, ROBERT, JEFFREY MANAGING MEMBER 04/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
STONE HOUSE WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2007-04-01
BURKE, JOHN, MICHAEL MANAGING MEMBER 01/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
STONE HOUSE INVESTMENT MANAGEMENT, LLC MANAGING MEMBER direct 2015-01-01

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