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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Stone House Investment Management, LLC

Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001696497-23-000005

Total Value
$287.4M
Positions
337
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (337)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720095,958$41.2M14.34%
2SPDR S&P 500 ETF TRSPY76,968$32.9M11.45%
3PROCTER AND GAMBLE CO742718109205,194$29.9M10.41%
4INVESCO EXCHANGE TRADED FD TIVZ187,451$26.6M9.24%
5ISHARES TR46434V860417,282$21.2M7.37%
6ISHARES TR46432F339111,228$14.7M5.10%
7ISHARES TR464288877296,721$14.5M5.05%
8ISHARES TR46432F834236,590$14.2M4.94%
9ISHARES TR46434V613279,172$12.2M4.25%
10ISHARES TR464288885135,084$11.7M4.06%
11ISHARES TR46428867978,580$8.7M3.02%
12ISHARES TR46428858884,690$7.5M2.62%
13ISHARES INC46434G103122,963$5.9M2.04%
14ISHARES TR46428743256,202$5.0M1.73%
15ISHARES TR46428722646,549$4.4M1.52%
16ISHARES TR46428772140,756$4.3M1.49%
17ISHARES TR46432F85984,832$3.9M1.37%
18ISHARES TR46429B69753,991$3.9M1.36%
19ISHARES TR46428730954,202$3.7M1.29%
20ISHARES TR46428724221,832$2.2M0.78%
21ISHARES TR46428717618,703$1.9M0.68%
22ISHARES TR4642875076,892$1.7M0.60%
23ISHARES TR46435U71333,780$1.2M0.43%
24ISHARES TR46428828113,231$1.1M0.38%
25APPLE INCAAPL5,538$948,1200.33%
26ISHARES TR4642884148,682$890,2300.31%
27ISHARES TR4642881587,999$822,7760.29%
28PROSHARES TR74347X86417,315$712,8630.25%
29PEOPLES FINL SVCS CORP71104010511,782$472,4450.16%
30ISHARES TR46429B26716,467$362,9280.13%
31ISHARES TR46435G4253,304$310,3220.11%
32AMAZON COM INCAMZN2,314$294,1560.10%
33GOLDMAN SACHS ETF TRNVGLF4,848$283,9830.10%
34ISHARES TR46434V6215,366$265,7780.09%
35VANGUARD INDEX FDS9229086291,172$243,9950.08%
36TESLA INCTSLA961$240,3360.08%
37INNOVATOR ETFS TRINHD7,440$219,6290.08%
38MICROSOFT CORPMSFT645$203,6780.07%
39INNOVATOR ETFS TRINHD6,743$190,3550.07%
40ISHARES INC46434G7643,814$190,0500.07%
41NVIDIA CORPORATIONNVDA428$186,1870.06%
42ADVANCED MICRO DEVICES INCAMD1,625$167,0830.06%
43LOWES COS INC548661107780$162,0560.06%
44UNITEDHEALTH GROUP INCUNH314$158,5160.06%
45ISHARES TR46432F8422,318$149,1640.05%
46GOLDMAN SACHS ETF TRNVGLF4,846$145,5190.05%
47SELECT SECTOR SPDR TR81369Y2091,033$133,0150.05%
48PFIZER INCPFE3,917$129,9330.05%
49ALPHABET INCGOOG948$124,0550.04%
50HOME DEPOT INCHD389$117,5780.04%
51FIDELITY COVINGTON TRUST3160926001,868$113,1470.04%
52INNOVATOR ETFS TRINHD3,521$110,2430.04%
53CHEVRON CORP NEWCVX647$109,0540.04%
54SPDR INDEX SHS FDS78463X5411,936$107,8980.04%
55ISHARES TR46435G6722,186$106,6330.04%
56ALPHABET INCGOOG787$103,8080.04%
57ISHARES TR4642878041,061$100,0890.03%
58GOLDMAN SACHS ETF TRNVGLF1,180$99,3940.03%
59SMUCKER J M CO832696405802$98,6260.03%
60TJX COS INC NEW8725401091,073$95,3580.03%
61MARRIOTT INTL INC NEW571903202423$83,1450.03%
62FIDELITY COVINGTON TRUST316092808656$80,6120.03%
63SELECT SECTOR SPDR TR81369Y506884$79,9490.03%
64AMERICAN TOWER CORP NEW03027X100463$76,1800.03%
65SBA COMMUNICATIONS CORP NEWSBAC372$74,4900.03%
66MARVELL TECHNOLOGY INCMRVL1,366$73,9420.03%
67PEPSICO INCPEP422$71,4260.02%
68SOUTHERN COSOMN1,097$70,9980.02%
69FIDELITY MERRIMACK STR TR3161883091,605$69,9090.02%
70FIRSTENERGY CORPFE2,042$69,8010.02%
71ENOVIX CORPORATIONENVX5,310$66,6410.02%
72NBT BANCORP INCNBTB2,051$64,9940.02%
73ISHARES GOLD TRIAU1,837$64,2770.02%
74BOEING COBA-PA333$63,8290.02%
75LOCKHEED MARTIN CORPLMT144$59,0010.02%
76CROWN CASTLE INCCCI630$57,9910.02%
77ALTRIA GROUP INCMO1,363$57,3040.02%
78FIDELITY COVINGTON TRUST3160928811,272$56,2050.02%
79ISHARES U S ETF TR46431W8531,845$53,7780.02%
80ISHARES TR464287655299$52,8270.02%
81ISHARES TR46429B747540$52,2950.02%
82ISHARES TR4642884892,614$49,5870.02%
83M & T BK CORP55261F104377$47,6320.02%
84FIDELITY COVINGTON TRUST3160928572,080$47,3120.02%
85GOLDMAN SACHS ETF TRNVGLF1,609$46,1170.02%
86VERTEX PHARMACEUTICALS INCVRTX124$43,1200.02%
87FIDELITY COVINGTON TRUST3160924021,719$42,8150.01%
88INTEL CORPINTC1,201$42,6860.01%
89ELI LILLY & COLLY74$39,9970.01%
90COTERRA ENERGY INCCTRA1,353$36,6060.01%
91L3HARRIS TECHNOLOGIES INCLHX200$34,8240.01%
92INVESCO EXCHANGE TRADED FD TIVZ1,134$34,0560.01%
93GOLDMAN SACHS ETF TRNVGLF609$34,0040.01%
94WALMART INCWMT207$33,1800.01%
95PRUDENTIAL FINL INCPUKPF343$32,5170.01%
96NOVO-NORDISK A SNONOF355$32,2840.01%
97MOLSON COORS BEVERAGE COTAP-A500$31,7950.01%
98INTERNATIONAL BUSINESS MACHSINTR225$31,5910.01%
99DANAHER CORPORATION235851102125$31,0130.01%
100MODERNA INCMRNA295$30,4710.01%
101SELECT SECTOR SPDR TR81369Y886497$29,2990.01%
102INTUITIVE SURGICAL INCISRG100$29,2290.01%
103AGILENT TECHNOLOGIES INCA258$28,8410.01%
104PHILIP MORRIS INTL INC718172109311$28,8080.01%
105STRYKER CORPORATIONSYK100$27,3270.01%
106GOLDMAN SACHS ETF TRNVGLF667$26,6470.01%
107META PLATFORMS INCMETA87$26,1180.01%
108HCA HEALTHCARE INCHCA100$24,5980.01%
109ORACLE CORPORCL-PD229$24,2510.01%
110VALERO ENERGY CORPVLO166$23,4920.01%
111PIONEER NAT RES CO723787107100$22,9550.01%
112XYLEM INCXYL250$22,7580.01%
113VANGUARD WHITEHALL FDS921946406218$22,5670.01%
114DRAFTKINGS INC NEWDKNG750$22,0800.01%
115MATTEL INCMAT1,000$22,0300.01%
116LIBERTY ALL STAR EQUITY FD5301581043,646$21,5830.01%
117GE HEALTHCARE TECHNOLOGIES IGEHC307$20,8880.01%
118INNOVATOR ETFS TRINHD615$20,7260.01%
119FRANCO NEV CORPFNV150$20,0240.01%
120MEDTRONIC PLCMDT253$19,7990.01%
121VERIZON COMMUNICATIONS INCVZ592$19,1880.01%
122MP MATERIALS CORPMP1,000$19,1000.01%
123FIDELITY COVINGTON TRUST316092501409$19,0610.01%
124FIDELITY COVINGTON TRUST316092204270$18,8870.01%
125WELLS FARGO CO NEW949746101461$18,8310.01%
126MCDONALDS CORPMCD71$18,8060.01%
127FIDELITY COVINGTON TRUST316092303439$18,6870.01%
128ENTERPRISE PRODS PARTNERS L293792107598$16,3760.01%
129UGI CORP NEW902681105708$16,2940.01%
130MYRIAD GENETICS INCMYGN1,000$16,0400.01%
131GENERAL ELECTRIC CO369604301143$15,8110.01%
132DARLING INGREDIENTS INCDAR300$15,6600.01%
133HUNTINGTON BANCSHARES INCHBANP1,500$15,6000.01%
134T-MOBILE US INCTMUSZ110$15,4060.01%
135COCA COLA COKO262$14,6540.01%
136ALIBABA GROUP HLDG LTDBBAAY165$14,3120.00%
137SPDR GOLD TRGLD82$14,0590.00%
138DUTCH BROS INCBROS602$13,9970.00%
139EDWARDS LIFESCIENCES CORPEW201$13,9250.00%
140YUM BRANDS INCYUM108$13,5100.00%
141INVESCO QQQ TRIVZ37$13,4090.00%
142SOFI TECHNOLOGIES INCSOFI1,673$13,3670.00%
143CONOCOPHILLIPSCOP112$13,3620.00%
144SEA LTDSE300$13,1850.00%
145CHART INDS INC16115Q30877$13,0220.00%
146PARAMOUNT GLOBAL92556H2061,000$12,9000.00%
147COMMUNITY BK SYS INCCBU305$12,8740.00%
148ABBVIE INCABBV85$12,7150.00%
149QUALCOMM INCQCOM114$12,6890.00%
150BAUSCH HEALTH COS INC0717341071,500$12,3300.00%
151GENERAL DYNAMICS CORPGD56$12,2690.00%
152SHELL PLCRYDAF189$12,1810.00%
153SHOPIFY INCSHOP221$12,0600.00%
154EXXON MOBIL CORPXOM102$12,0440.00%
155CANADIAN PACIFIC KANSAS CITYCP159$11,8360.00%
156ONEOK INC NEWOKE185$11,7460.00%
157UNITY SOFTWARE INCU365$11,4570.00%
158CHENIERE ENERGY INCLNG68$11,3420.00%
159LULULEMON ATHLETICA INCLULU29$11,1830.00%
160UNITED AIRLS HLDGS INCUNTCW263$11,1250.00%
161VERTEX ENERGY INCVERX2,409$10,7200.00%
162SUPER MICRO COMPUTER INCSMCI39$10,6950.00%
163GLOBAL X FDS37954Y715414$10,2290.00%
164MONDELEZ INTL INC609207105141$9,8180.00%
165CLEANSPARK INCCLSKW2,560$9,7540.00%
166JPMORGAN CHASE & COVYLD67$9,6460.00%
167NORWOOD FINL CORPNWFL370$9,5420.00%
168APPLIED MATLS INC03822210565$8,9990.00%
169CRISPR THERAPEUTICS AGCRSP196$8,8960.00%
170NORTHROP GRUMMAN CORPNOC20$8,8800.00%
171ASML HOLDING N VASMLF15$8,8300.00%
172AMGEN INCAMGN32$8,6700.00%
173METLIFE INCMET-PF134$8,4300.00%
174EDITAS MEDICINE INCEDIT1,062$8,2840.00%
175JUMIA TECHNOLOGIES AGJMIA3,000$7,9200.00%
176OVERSTOCK COM INC DELBBBY-WT500$7,9100.00%
177SEAGATE TECHNOLOGY HLDNGS PLSE118$7,7820.00%
178BANK AMERICA CORP060505104273$7,4660.00%
179PHILLIPS 66PSX61$7,3840.00%
180FIVERR INTL LTDM4R82T106300$7,3410.00%
181GOLDMAN SACHS ETF TRNVGLF167$7,2180.00%
182RTX CORPORATIONRTX100$7,1970.00%
183MASTEC INCMTZ100$7,1970.00%
184F N B CORP302520101658$7,1010.00%
185ELEVANCE HEALTH INCELV16$6,9670.00%
186CF INDS HLDGS INC12526910075$6,4310.00%
187AMERICAN EXPRESS COAXP42$6,2700.00%
188GLOBAL X FDS37954Y855112$6,1790.00%
189CANADIAN NATL RY CO13637510257$6,1750.00%
190DISNEY WALT CO25468710676$6,1600.00%
191ISHARES SILVER TRSLV295$6,0000.00%
192WHEATON PRECIOUS METALS CORPWPM146$5,9380.00%
193CISCO SYS INCCSCO110$5,8950.00%
194TOTALENERGIES SETTE87$5,7210.00%
195MORGAN STANLEYMS-PQ70$5,7170.00%
196MDU RES GROUP INC552690109292$5,7170.00%
197PINTEREST INCPINS208$5,6220.00%
198YUM CHINA HLDGS INCYUMC100$5,5900.00%
199TECNOGLASS INCTGLS168$5,5230.00%
200EXELON CORPEXC137$5,1770.00%
201ILLINOIS TOOL WKS INC45230810922$5,0670.00%
202CONSTELLATION ENERGY CORPCEG45$4,9090.00%
203AKAMAI TECHNOLOGIES INCAKAM45$4,7940.00%
204NORTHERN OIL & GAS INCNOG118$4,7470.00%
205CUMMINS INCCMI20$4,6020.00%
206FISERV INCFISV40$4,5180.00%
207ARK ETF TR00214Q20386$4,5120.00%
208EQT CORPEQT110$4,4580.00%
209HENRY JACK & ASSOC INC42628110129$4,3980.00%
210EXCHANGE TRADED CONCEPTS TR30150570787$4,3810.00%
211AT&T INCT-PC287$4,3090.00%
212MARRIOTT VACATIONS WORLDWIDEVAC42$4,2260.00%
213CORNING INCGLW132$4,0350.00%
214PLUG POWER INCPLUG524$3,9820.00%
215NORFOLK SOUTHN CORP65584410820$3,9630.00%
216COLUMBIA SELIGM PREM TECH GR19842X109144$3,9200.00%
217TARGA RES CORPTRGP46$3,9080.00%
218BAIDU INCBAIDF29$3,8960.00%
219C3 AI INCAI150$3,8280.00%
220TELLURIAN INC NEW87968A1043,200$3,7120.00%
221PAYPAL HLDGS INCPYPL63$3,6850.00%
222CROWDSTRIKE HLDGS INCCRWD22$3,6820.00%
223ENERGY TRANSFER L PET-PI258$3,6250.00%
224ISHARES TR46428755629$3,5890.00%
225KNIFE RIVER CORPKNF73$3,5650.00%
226GLOBAL PARTNERS LPGLP-PB100$3,5490.00%
227ACI WORLDWIDE INCACIW157$3,5420.00%
228NEWMONT CORPNEMCL95$3,4940.00%
229RIO TINTO PLCRTNTF54$3,4640.00%
230EXCHANGE TRADED CONCEPTS TR301505731100$3,4020.00%
231HERSHEY COHSY17$3,4010.00%
232SUNOPTA INCSTKL1,000$3,3700.00%
233STERLING INFRASTRUCTURE INCSTRL45$3,3070.00%
234TAIWAN SEMICONDUCTOR MFG LTD87403910037$3,2150.00%
235SNOWFLAKE INCSNOW21$3,2080.00%
236TRI CONTL CORP895436103115$3,0610.00%
237ARK ETF TR00214Q302104$2,8970.00%
238OVINTIV INCOVV61$2,8960.00%
239AIR PRODS & CHEMS INCAIIR10$2,8340.00%
240VIKING THERAPEUTICS INCVKTX250$2,7680.00%
241MICRON TECHNOLOGY INCMU40$2,7210.00%
242TOYOTA MOTOR CORPTOYOF15$2,6960.00%
243GLOBAL X FDS37954Y632100$2,6910.00%
244DOLLAR GEN CORP NEW25667710525$2,6040.00%
245WILLIAMS COS INC96945710077$2,5940.00%
246PALANTIR TECHNOLOGIES INCPLTR157$2,5120.00%
247ON SEMICONDUCTOR CORPON27$2,5100.00%
248ISHARES TR46435U55681$2,4860.00%
249SPDR SER TR78464A50860$2,4690.00%
250SUNOCO LP/SUNOCO FIN CORPSUN50$2,4400.00%
251SMART GLOBAL HLDGS INCPENG100$2,4350.00%
252FIRST TR EXCHANGE-TRADED FD33738R72060$2,4350.00%
253ENPHASE ENERGY INCENPH20$2,4030.00%
254AXON ENTERPRISE INCAXON12$2,3880.00%
255ENBRIDGE INCENNPF71$2,3420.00%
256COGNEX CORPCGNX54$2,2920.00%
257SITIO ROYALTIES CORP82983N10893$2,2580.00%
258ROYAL CARIBBEAN GROUPV7780T10323$2,1190.00%
259TECK RESOURCES LTDTCKRF48$2,0520.00%
260STEM INCSTEM479$2,0310.00%
261NCR CORP NEWNCRRP75$2,0230.00%
262MARATHON OIL CORPMARA69$1,8330.00%
263NEXTDOOR HOLDINGS INCNXDR1,000$1,8200.00%
264STMICROELECTRONICS N VSTMEF42$1,8150.00%
265ISHARES TR46428876017$1,8010.00%
266CARNIVAL CORPCUKPF130$1,7840.00%
267ELDORADO GOLD CORP NEW284902509200$1,7820.00%
268ENERPLUS CORP292766102100$1,7630.00%
269WISDOMTREE TRWT100$1,7420.00%
270ACTIVISION BLIZZARD INC00507V10918$1,7040.00%
271CENTRUS ENERGY CORPLEU30$1,7030.00%
272NORWEGIAN CRUISE LINE HLDG LNCLH100$1,6480.00%
273INTELLIA THERAPEUTICS INCNTLA52$1,6440.00%
274NANO X IMAGING LTDNNOX250$1,6400.00%
275BP PLCBPPFF40$1,5490.00%
276DYNATRACE INCDT33$1,5420.00%
277GLOBAL X FDS37954Y83041$1,4770.00%
278FLOTEK INDS INC DEL343389409333$1,4750.00%
279VISTA ENERGY S.A.B. DE C.V.VSOGF48$1,4590.00%
280DORIAN LPG LTDLPG51$1,4540.00%
281FEDEX CORPFDX5$1,4330.00%
282INTEST CORPINTT93$1,4110.00%
283FLEX LNG LTDFLNG46$1,3920.00%
284EVOLUTION PETE CORP30049A107203$1,3920.00%
285SAMSARA INCIOT55$1,3870.00%
286ARM HOLDINGS PLC04206820525$1,3380.00%
287BLACK STONE MINERALS L PBSMLP73$1,2580.00%
288CONFLUENT INC20717M10342$1,2440.00%
289RANGE RES CORPRRC38$1,2420.00%
290FREEPORT-MCMORAN INCFCX33$1,2400.00%
291DIGITAL RLTY TR INC25386810310$1,2230.00%
292ARK ETF TR00214Q50060$1,2190.00%
293IRON MTN INC DEL46284V10120$1,1890.00%
294HANESBRANDS INC410345102299$1,1850.00%
295CECO ENVIRONMENTAL CORPCECO74$1,1820.00%
296BNY MELLON HIGH YIELD STRATEDHF552$1,1810.00%
297O-I GLASS INCOI70$1,1710.00%
298FNCB BANCORP INC302578109189$1,1250.00%
299EXTREME NETWORKSEXTR45$1,0890.00%
300RANPAK HOLDINGS CORPPACK200$1,0880.00%
301TEUCRIUM COMMODITY TRWEAT72$1,0640.00%
302GLOBALFOUNDRIES INCGFS18$1,0470.00%
303AVITA MEDICAL INCAVHHL71$1,0370.00%
304VIRGIN GALACTIC HOLDINGS INCSPCE574$1,0330.00%
30523ANDME HOLDING CO90138Q1081,000$9780.00%
306PETROLEO BRASILEIRO SA PETRO71654V40863$9460.00%
307KINDER MORGAN INC DELEP-PC57$9420.00%
308SABRE CORPSABR200$8980.00%
309NOKIA CORPNOKBF220$8230.00%
310ROBLOX CORPRBLX28$8110.00%
311PLBY GROUP INCPLBY1,000$8010.00%
312IONQ INCIONQ-WT53$7890.00%
313IMMERSION CORPIMMR95$6310.00%
314HYDROFARM HLDGS GROUP INC44888K209500$6100.00%
315BRIGHTHOUSE FINL INC10922N10312$5870.00%
316LISTED FD TR53656F41758$5500.00%
317ERICSSON294821608100$4860.00%
318AMERICAN INTL GROUP INC0268747848$4850.00%
319NUSCALE PWR CORPNU97$4750.00%
320EQUINOX GOLD CORPEQX110$4650.00%
321ORLA MNG LTD NEW68634K106123$4390.00%
322OUSTER INCOUST82$4130.00%
323FATHOM HOLDINGS INCFTHM100$4080.00%
324MATTERPORT INC577096100170$3690.00%
325WARNER BROS DISCOVERY INCWBD24$2610.00%
326WABTEC9297401082$2130.00%
327DERMTECH INC24984K105118$1700.00%
328VIATRIS INCVTRS15$1480.00%
329FUELCELL ENERGY INCFCELB100$1280.00%
330NRG ENERGY INCNRG3$1160.00%
331GENEDX HOLDINGS CORPWGSWW31$1130.00%
332AURORA CANNABIS INCACB79$460.00%
333BRITISH AMERN TOB PLC1104481071$360.00%
334UNDER ARMOUR INCUA4$260.00%
335UNDER ARMOUR INCUA2$140.00%
336BARRICK GOLD CORP0679011081$80.00%
337OBLONG INC6744342041$00.00%