Seneschal Advisors, LLC Purchases in Q3 2025

Seneschal Advisors, LLC

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
70
New
$264.74 - $369.57 $18.5K - $25.9K
70 $23.1M
NVS
Novartis Ag

Healthcare
178
New
$113.5 - $129.73 $20.2K - $23.1K
178 $22.8M
WM
Waste Management Inc

Industrials
98
New
$213.88 - $237.1 $21K - $23.2K
98 $21.6M
MGV
Vanguard Mega Cap Value

ETFs
150
New
$129.46 - $137.85 $19.4K - $20.7K
150 $20.7M
LMT
Lockheed Martin Corp

Industrials
39
New
$410.74 - $499.21 $16K - $19.5K
39 $19.6M
GE
General Electric CO

Industrials
65
New
$244.75 - $305.63 $15.9K - $19.9K
65 $19.6M
UL
Unilever PLC

Consumer Defensive
316
New
$58.43 - $65.01 $18.5K - $20.5K
316 $18.7M
MS
Morgan Stanley

Financial Services
111
New
$139.09 - $161.16 $15.4K - $17.9K
111 $17.6M
LLY
Eli Lilly & CO

Healthcare
23
New
$625.65 - $812.69 $14.4K - $18.7K
23 $17.5M
PM
Philip Morris International Inc.

Consumer Defensive
100
New
$157.77 - $183.27 $15.8K - $18.3K
100 $16.2M
UNH
Unitedhealth Group Inc

Healthcare
46
New
$237.77 - $353.61 $10.9K - $16.3K
46 $15.9M
NKE
Nike, Inc.

Consumer Cyclical
218
New
$69.24 - $79.24 $15.1K - $17.3K
218 $15.2M
MUB
Ishares National Muni Bond ETF

ETFs
138
New
$103.24 - $106.68 $14.2K - $14.7K
138 $14.7M
ROK
Rockwell Automation, Inc

Industrials
42
New
$328.67 - $358.52 $13.8K - $15.1K
42 $14.7M
DIS
Walt Disney CO

Communication Services
128
New
$112.25 - $124.0 $14.4K - $15.9K
128 $14.7M
WMT
Walmart Inc.

Consumer Defensive
136
New
$94.4 - $104.27 $12.8K - $14.2K
136 $14M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
139
New
$97.75 - $100.75 $13.6K - $14K
139 $13.9M
IBM
International Business Machines Corp

Technology
49
New
$234.77 - $292.47 $11.5K - $14.3K
49 $13.8M
AMZN
Amazon Com Inc

Consumer Cyclical
44
+ 0.2%
$211.65 - $238.24 $9.31K - $10.5K
21.9K $4.8B
GILD
Gilead Sciences, Inc.

Healthcare
110
New
$108.22 - $120.47 $11.9K - $13.3K
110 $12.2M
FCX
Freeport Mcmoran Inc

Basic Materials
300
New
$35.34 - $47.21 $10.6K - $14.2K
300 $11.8M
CSCO
Cisco Systems, Inc.

Technology
169
New
$66.2 - $71.79 $11.2K - $12.1K
169 $11.6M
ALK
Alaska Air Group, Inc.

Industrials
232
New
$49.73 - $63.86 $11.5K - $14.8K
232 $11.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
57
New
$185.88 - $207.44 $10.6K - $11.8K
57 $11.5M
WMB
Williams Companies, Inc.

Energy
176
New
$56.52 - $64.01 $9.95K - $11.3K
176 $11.2M
IEFA
Ishares Tr

ETFs
126
New
$81.7 - $87.53 $10.3K - $11K
126 $11M
SLV
I Shares Silver Trust

ETFs
255
New
$32.73 - $42.5 $8.35K - $10.8K
255 $10.8M
Blackrock Inc
9
New
N/A
9 $10.5M
CARR
Carrier Global Corp

Industrials
161
New
$58.75 - $80.73 $9.46K - $13K
161 $9.61M
CTRA
Coterra Energy Inc.

Energy
401
New
$23.09 - $25.45 $9.26K - $10.2K
401 $9.48M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
196
New
$45.6 - $46.92 $8.94K - $9.2K
196 $9.16M
LQD
Ishares Iboxx $ Investment Gra

ETFs
82
New
$107.66 - $112.36 $8.83K - $9.21K
82 $9.14M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
500
New
$9.83 - $19.88 $4.92K - $9.94K
500 $8.56M
AMD
Advanced Micro Devices Inc

Technology
52
New
$134.8 - $184.42 $7.01K - $9.59K
52 $8.41M
IXC
Ishares Tr Global Energy ETF

ETFs
200
New
$39.45 - $42.95 $7.89K - $8.59K
200 $8.35M
CB
Chubb LTD

Financial Services
29
New
$265.99 - $289.59 $7.71K - $8.4K
29 $8.19M
AEP
American Electric Power CO Inc

Utilities
72
New
$103.26 - $115.0 $7.43K - $8.28K
72 $8.1M
DUK
Duke Energy Corp

Utilities
65
New
$116.31 - $125.93 $7.56K - $8.19K
65 $8.04M
DLR
Digital Realty Trust, Inc.

Real Estate
46
New
$161.21 - $180.02 $7.42K - $8.28K
46 $7.95M
UNP
Union Pacific Corp

Industrials
33
New
$214.91 - $237.16 $7.09K - $7.83K
33 $7.8M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
202
New
$37.14 - $37.85 $7.5K - $7.65K
202 $7.63M
FXI
Ishares Tr

ETFs
165
New
$36.18 - $41.62 $5.97K - $6.87K
165 $6.79M
DFIP
Dimensional ETF Tr Inflation P

ETFs
159
New
$41.6 - $42.66 $6.61K - $6.78K
159 $6.72M
MO
Altria Group, Inc.

Consumer Defensive
100
New
$57.75 - $67.68 $5.78K - $6.77K
100 $6.61M
Gsk PLC
148
New
N/A
148 $6.39M
Ainos Inc
1.8K
New
N/A
1.8K $6.24M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
New
$5364.25 - $5815.92 $5.36K - $5.82K
1 $5.4M
BROS
Dutch Bros Inc.

Consumer Cyclical
100
New
$52.34 - $74.24 $5.23K - $7.42K
100 $5.23M
VGIT
Vanguard Intermediate Term Tre

ETFs
86
New
$58.97 - $60.36 $5.07K - $5.19K
86 $5.16M
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
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