Seneschal Advisors, LLC New Holdings in Q3 2025

Seneschal Advisors, LLC

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
1.6K
New
$218.96 - $328.33 $350K - $525K
1.6K $449M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
637
New
$567.77 - $614.76 $362K - $392K
637 $390M
Coreweave Inc
1.67K
New
N/A
1.67K $228M
IDCC
Inter Digital, Inc.

Communication Services
600
New
$221.35 - $349.23 $133K - $210K
600 $207M
GLD
Spdr Gold Trust

ETFs
575
New
$300.96 - $355.47 $173K - $204K
575 $204M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.95K
New
$62.09 - $66.51 $183K - $196K
2.95K $193M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.8K
New
$100.37 - $100.74 $181K - $181K
1.8K $181M
META
Meta Platforms, Inc.

Communication Services
222
New
$695.21 - $791.73 $154K - $176K
222 $163M
PLTR
Palantir Technologies Inc.

Technology
867
New
$130.68 - $186.97 $113K - $162K
867 $158M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1K
New
$136.48 - $142.97 $137K - $143K
1K $140M
Ishares Bitcoin Trust ETF
1.96K
New
N/A
1.96K $127M
XOM
Exxon Mobil Corp

Energy
1.12K
New
$105.83 - $117.22 $119K - $131K
1.12K $126M
VO
Vanguard Mid Cap ETF

ETFs
415
New
$279.83 - $293.74 $116K - $122K
415 $122M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.29K
New
$87.29 - $93.61 $113K - $121K
1.29K $120M
VB
Vanguard Small Cap ETF

ETFs
456
New
$237.58 - $259.17 $108K - $118K
456 $116M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
975
New
$108.46 - $120.63 $106K - $118K
975 $116M
BA
Boeing CO

Industrials
533
New
$209.79 - $237.38 $112K - $127K
533 $115M
IWM
Ishares Russell 2000 ETF

ETFs
464
New
$214.92 - $244.84 $99.7K - $114K
464 $112M
TSLA
Tesla, Inc.

Consumer Cyclical
240
New
$293.94 - $444.72 $70.5K - $107K
240 $107M
ABT
Abbott Laboratories

Healthcare
753
New
$120.51 - $136.62 $90.7K - $103K
753 $101M
HD
Home Depot, Inc.

Consumer Cyclical
241
New
$357.4 - $423.42 $86.1K - $102K
241 $97.6M
JPM
Jpmorgan Chase & CO

Financial Services
302
New
$282.78 - $316.06 $85.4K - $95.5K
302 $95.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
136
New
$617.65 - $666.84 $84K - $90.7K
136 $90.4M
AMGN
Amgen Inc

Healthcare
303
New
$271.18 - $309.22 $82.2K - $93.7K
303 $85.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.11K
New
$26.44 - $27.1 $82.3K - $84.4K
3.11K $83.9M
NFLX
Netflix Inc

Communication Services
69
New
$1147.87 - $1297.18 $79.2K - $89.5K
69 $82.7M
USB
Us Bancorp \De\

Financial Services
1.67K
New
$43.94 - $50.41 $73.2K - $84K
1.67K $80.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
166
New
$404.94 - $499.99 $67.2K - $83K
166 $80.5M
WSFS
Wsfs Financial Corp

Financial Services
1.45K
New
$53.34 - $59.17 $77.3K - $85.8K
1.45K $78.2M
V
Visa Inc.

Financial Services
224
New
$332.09 - $358.86 $74.4K - $80.4K
224 $76.5M
EEM
Ishares Msci Emerging Markets

ETFs
1.36K
New
$48.07 - $53.4 $65.5K - $72.8K
1.36K $72.8M
IWN
Ishares Russell2000 Val ETF

ETFs
410
New
$157.1 - $178.94 $64.4K - $73.4K
410 $72.5M
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
JNJ
Johnson & Johnson

Healthcare
326
New
$155.17 - $185.42 $50.6K - $60.4K
326 $60.4M
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
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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