Seneca Financial Advisors LLC Purchases in Q3 2025

Seneca Financial Advisors LLC

  • $306 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
97.5K
+ 94.65%
$102.4 - $103.88 $9.98M - $10.1M
200K $20.7B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
110K
+ 74.09%
$68.24 - $73.73 $7.51M - $8.11M
258K $19B
EFG
Msci Eafe Growth ETF

ETFs
50.1K
+ 63.46%
$106.99 - $114.46 $5.36M - $5.74M
129K $14.7B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
91.7K
+ 30.59%
$48.5 - $50.19 $4.45M - $4.6M
391K $19.6B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
100K
+ 16.79%
$28.15 - $30.13 $2.82M - $3.02M
696K $20.6B
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.7K
+ 2.34%
$28.92 - $32.19 $540K - $601K
816K $26B
SCHA
Schwab Strategic Tr Us Small C

ETFs
30.3K
+ 7.45%
$25.29 - $28.33 $765K - $857K
437K $12.2B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
65.8K
+ 7.29%
$22.64 - $23.22 $1.49M - $1.53M
968K $22.4B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.57K
+ 3.88%
$132.9 - $142.03 $474K - $506K
95.5K $13.5B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.6K
+ 3.76%
$21.69 - $23.34 $447K - $481K
568K $13.2B
IWB
Ishares Tr Russell 1000 ETF

ETFs
19
+ 0.13%
$339.37 - $366.46 $6.45K - $6.96K
14.7K $5.36B
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.22K
+ 3.62%
$24.46 - $26.5 $103K - $112K
121K $3.17B
IWM
Ishares Russell 2000 ETF

ETFs
19
+ 0.22%
$214.92 - $244.84 $4.08K - $4.65K
8.85K $2.14B
RTX
Raytheon Technologies Corp

Industrials
1.37K
New
$144.19 - $167.33 $197K - $229K
1.37K $229M
CAT
Caterpillar Inc

Industrials
479
New
$390.92 - $477.15 $187K - $229K
479 $229M
HD
Home Depot, Inc.

Consumer Cyclical
534
New
$357.4 - $423.42 $191K - $226K
534 $216M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.15K
+ 3.21%
$45.72 - $47.27 $98.1K - $101K
69K $3.24B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.1%
$420.11 - $472.68 $1.26K - $1.42K
3.14K $1.47B
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 0.25%
$303.93 - $329.86 $3.65K - $3.96K
4.72K $1.55B
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.13%
$620.67 - $670.08 $1.86K - $2.01K
2.4K $1.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
51
+ 5.09%
$617.65 - $666.84 $31.5K - $34K
1.05K $701M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
106
+ 0.39%
$39.8 - $42.86 $4.22K - $4.54K
27.1K $1.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
102
+ 21.89%
$459.11 - $506.91 $46.8K - $51.7K
568 $286M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
117
+ 0.2%
$45.6 - $46.92 $5.34K - $5.49K
60K $2.8B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.15%
$148.97 - $165.88 $298 - $332
1.35K $222M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.24%
$567.77 - $614.76 $568 - $615
410 $251M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
131
+ 0.22%
$22.9 - $23.58 $3K - $3.09K
59.6K $1.4B
DVY
Ishares Tr

ETFs
9
+ 0.58%
$133.88 - $142.57 $1.2K - $1.28K
1.57K $224M
PAYX
Paychex Inc

Industrials
6
+ 0.26%
$126.69 - $147.99 $760 - $888
2.3K $291M
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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