Seneschal Advisors, LLC Purchases in Q3 2025

Seneschal Advisors, LLC

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
825
New
$81.14 - $87.32 $66.9K - $72K
825 $71.9M
CVX
Chevron Corp

Energy
444
New
$145.57 - $161.83 $64.6K - $71.9K
444 $68.9M
ABBV
Abb Vie Inc.

Healthcare
292
New
$184.85 - $231.54 $54K - $67.6K
292 $67.6M
HPQ
Hp Inc

Technology
2.48K
New
$24.45 - $29.35 $60.5K - $72.6K
2.48K $67.4M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
4.71K
New
$13.62 - $14.27 $64.1K - $67.2K
4.71K $67.1M
T
At&T Inc.

Communication Services
2.32K
New
$26.94 - $29.62 $62.5K - $68.7K
2.32K $65.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.05K
New
$29.2 - $32.74 $59.8K - $67.1K
2.05K $65.2M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
4.42K
New
$11.64 - $15.79 $51.4K - $69.8K
4.42K $64.9M
VZ
Verizon Communications Inc

Communication Services
1.47K
New
$40.84 - $45.06 $59.9K - $66.1K
1.47K $64.4M
KO
Coca Cola CO

Consumer Defensive
915
New
$65.67 - $71.67 $60.1K - $65.6K
915 $60.7M
NEE
Nextera Energy Inc

Utilities
800
New
$69.77 - $77.54 $55.8K - $62K
800 $60.4M
WY
Weyerhaeuser CO

Real Estate
2.4K
New
$24.1 - $26.83 $57.9K - $64.5K
2.4K $59.6M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
183
New
$284.45 - $324.95 $52.1K - $59.5K
183 $58.6M
RTX
Raytheon Technologies Corp

Industrials
329
New
$144.19 - $167.33 $47.4K - $55.1K
329 $55.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
491
New
$109.11 - $111.88 $53.6K - $54.9K
491 $54.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
484
New
$98.99 - $112.2 $47.9K - $54.3K
484 $53.5M
BNDX
Vanguard Total International B

ETFs
1.19K
+ 0.98%
$49.0 - $49.51 $58.4K - $59K
123K $6.07B
WEC
Wec Energy Group, Inc.

Utilities
453
New
$103.66 - $114.59 $47K - $51.9K
453 $51.9M
VIG
Vanguard Dividend Appreciation

ETFs
227
New
N/A
227 $49M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
664
New
$68.24 - $73.73 $45.3K - $49K
664 $48.8M
DVY
Ishares Tr

ETFs
343
New
$133.88 - $142.57 $45.9K - $48.9K
343 $48.7M
ECL
Ecolab Inc.

Basic Materials
177
New
$259.39 - $285.47 $45.9K - $50.5K
177 $48.5M
Brookfield Corp
675
New
N/A
675 $46.3M
PANW
Palo Alto Networks Inc

Technology
213
New
$167.06 - $208.19 $35.6K - $44.3K
213 $43.4M
NI
Nisource Inc.

Utilities
989
New
$39.0 - $43.33 $38.6K - $42.9K
989 $42.8M
MRK
Merck & Co., Inc.

Healthcare
497
New
$77.6 - $87.37 $38.6K - $43.4K
497 $41.7M
SCHW
Schwab Charles Corp

Financial Services
427
New
$91.03 - $98.69 $38.9K - $42.1K
427 $40.8M
TTWO
Take Two Interactive Software Inc

Communication Services
152
New
$217.37 - $259.96 $33K - $39.5K
152 $39.3M
VHT
Vanguard Health Care ETF

ETFs
150
New
$239.12 - $259.95 $35.9K - $39K
150 $38.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
96
New
$362.31 - $405.74 $34.8K - $39K
96 $38.6M
GS
Goldman Sachs Group Inc

Financial Services
47
New
$696.56 - $806.32 $32.7K - $37.9K
47 $37.4M
NWBI
Northwest Bancshares, Inc.

Financial Services
3K
New
$11.5 - $13.53 $34.5K - $40.6K
3K $37.2M
TMUS
T Mobile Us, Inc.

Communication Services
153
New
$226.02 - $259.01 $34.6K - $39.6K
153 $36.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
78
New
$420.11 - $472.68 $32.8K - $36.9K
78 $36.5M
ADBE
Adobe Inc.

Technology
103
New
$333.65 - $392.1 $34.4K - $40.4K
103 $36.3M
IOO
Ishares Tr Global 100 ETF

ETFs
300
New
$107.55 - $120.01 $32.3K - $36K
300 $36M
MCD
Mcdonalds Corp

Consumer Cyclical
114
New
$291.67 - $316.99 $33.3K - $36.1K
114 $34.6M
TR
Tootsie Roll Industries Inc

Consumer Defensive
822
New
$34.05 - $41.92 $28K - $34.5K
822 $34.5M
SLB
Schlumberger Limited

Energy
1K
New
$32.37 - $37.31 $32.4K - $37.3K
1K $34.4M
GD
General Dynamics Corp

Industrials
100
New
$293.92 - $341.0 $29.4K - $34.1K
100 $34.1M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
5.19K
New
$4.73 - $8.22 $24.5K - $42.7K
5.19K $33.8M
ACN
Accenture PLC

Technology
135
New
$232.56 - $304.78 $31.4K - $41.1K
135 $33.3M
ING
Ing Groep Nv

Financial Services
1.17K
New
$22.0 - $26.08 $25.7K - $30.4K
1.17K $30.4M
XLE
Energy Sector Spdr

ETFs
332
New
$84.25 - $91.99 $28K - $30.5K
332 $29.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
51
New
$412.46 - $514.1 $21K - $26.2K
51 $25M
UCO
Pro Shares Trust Ii

ETFs
1.11K
New
$21.91 - $26.73 $24.3K - $29.7K
1.11K $25M
JNK
Spdr Bloomberg High Yield Bond

ETFs
250
New
$96.22 - $98.19 $24.1K - $24.5K
250 $24.5M
CVS
Cvs Health Corp

Healthcare
321
New
$58.75 - $76.5 $18.9K - $24.6K
321 $24.2M
BAC
Bank Of America Corp

Financial Services
451
New
$44.92 - $52.42 $20.3K - $23.6K
451 $23.3M
Activity Summary
Buys All Purchases 571 New Holdings 550 Increased Positions 21 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Seneschal Advisors, LLC Portfolio

Follow Seneschal Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seneschal Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seneschal Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email