Stone House Investment Management, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
80 West Tioga Street Tunkhannock, PA 18657
As of the latest 13F report, the guru’s equity portfolio contained 44 stocks valued at a total of $280.00Mil. The top holdings were IVV(15.41%), PG(12.75%), and SPY(11.53%).
According to GuruFocus data, these were Stone House Investment Management, LLC’s top five trades of the quarter.
S&P 500 ETF TRUST ETF
The guru established a new position worth 84,502 shares in ARCA:SPY, giving the stock a 11.53% weight in the equity portfolio. Shares traded for an average price of $382.87 during the quarter.
On 01/21/2023, S&P 500 ETF TRUST ETF traded for a price of $395.71 per share and a market cap of $369.77Bil. The stock has returned -9.99% over the past year.
GuruFocus gives the ETF a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, S&P 500 ETF TRUST ETF has a price-earnings ratio of 19.36, a price-book ratio of 3.69, a price-earnings-to-growth (PEG) ratio of 2.30, a EV-to-Ebitda ratio of 14.46 and a price-sales ratio of 2.78.
The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 6.
iShares U.S. Treasury Bond ETF
Stone House Investment Management, LLC reduced their investment in BATS:GOVT by 468,602 shares. The trade had a 4.96% impact on the equity portfolio. During the quarter, the stock traded for an average price of $22.65.
On 01/21/2023, iShares U.S. Treasury Bond ETF traded for a price of $23.3 per share and a market cap of $20.84Bil. The stock has returned -8.66% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Core MSCI Total International Stock ETF
The guru established a new position worth 193,923 shares in NAS:IXUS, giving the stock a 4.01% weight in the equity portfolio. Shares traded for an average price of $55.44 during the quarter.
On 01/21/2023, iShares Core MSCI Total International Stock ETF traded for a price of $62.69 per share and a market cap of $31.43Bil. The stock has returned -8.59% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI Total International Stock ETF has a price-earnings ratio of 12.24 and a price-book ratio of 1.55.
iShares MBS ETF
During the quarter, Stone House Investment Management, LLC bought 85,849 shares of NAS:MBB for a total holding of 133,259. The trade had a 2.84% impact on the equity portfolio. During the quarter, the stock traded for an average price of $91.83.
On 01/21/2023, iShares MBS ETF traded for a price of $95.81999999999999 per share and a market cap of $25.44Bil. The stock has returned -7.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Core Total USD Bond Market ETF
During the quarter, Stone House Investment Management, LLC bought 141,753 shares of NAS:IUSB for a total holding of 698,424. The trade had a 2.27% impact on the equity portfolio. During the quarter, the stock traded for an average price of $44.53.
On 01/21/2023, iShares Core Total USD Bond Market ETF traded for a price of $46.32 per share and a market cap of $20.96Bil. The stock has returned -8.48% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core Total USD Bond Market ETF has a price-book ratio of 0.77.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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