Seneca Financial Advisors LLC Closed Holding Positions

Seneca Financial Advisors LLC

  • $259 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ATNX
Athenex, Inc.

Healthcare
Q1 2023 Filed on Aug 27, 2025
137,495
$0.17 - $3.42 $23.4K - $470K
DIS
Walt Disney CO

Communication Services
Q3 2024 Filed on Aug 27, 2025
3,691
$85.6 - $98.61 $316K - $364K
MCO
Moodys Corp

Financial Services
Q3 2024 Filed on Aug 27, 2025
2,000
$421.49 - $494.67 $843K - $989K
TJX
Tjx Companies Inc

Consumer Cyclical
Q3 2024 Filed on Aug 27, 2025
4,369
$107.93 - $120.23 $472K - $525K
WFC
Wells Fargo & Company

Financial Services
Q3 2024 Filed on Aug 27, 2025
21,273
$51.58 - $60.97 $1.1M - $1.3M
CVX
Chevron Corp

Energy
Q4 2024 Filed on Aug 27, 2025
1,698
$141.15 - $162.53 $240K - $276K
CVS
Cvs Health Corp

Healthcare
Q3 2024 Filed on Aug 27, 2025
5,500
$55.81 - $63.18 $307K - $347K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2024 Filed on Aug 27, 2025
387
$472.6 - $545.42 $183K - $211K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q3 2024 Filed on Aug 27, 2025
3,970
$57.32 - $62.65 $228K - $249K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q3 2024 Filed on Aug 27, 2025
2,007
$105.53 - $118.34 $212K - $238K
VEA
Vanguard Ftse Developed Market

ETFs
Q3 2024 Filed on Aug 27, 2025
8,265
$47.6 - $53.31 $393K - $441K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2024 Filed on Aug 27, 2025
4,687
$40.25 - $52.99 $189K - $248K
VTV
Vanguard Value ETF

ETFs
Q4 2024 Filed on Aug 27, 2025
1,349
$168.32 - $181.87 $227K - $245K
PEP
Pepsico Inc

Consumer Defensive
Q3 2024 Filed on Aug 27, 2025
3,465
$161.9 - $179.3 $561K - $621K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2022 Filed on Aug 27, 2025
1,105
$122.23 - $195.51 $135K - $216K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2023 Filed on Aug 27, 2025
4,846
$49.25 - $50.96 $239K - $247K
TSLA
Tesla, Inc.

Consumer Cyclical
Q3 2023 Filed on Aug 27, 2025
780
$215.49 - $293.34 $168K - $229K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2025 Filed on Aug 27, 2025
955
$161.05 - $222.93 $154K - $213K
MNRO
Monro, Inc.

Consumer Cyclical
Q1 2022 Filed on Aug 27, 2025
5,850
$43.39 - $59.19 $254K - $346K
RING
Ishares Inc Msci Global Gold M

ETFs
Q1 2023 Filed on Aug 27, 2025
10,000
$20.66 - $26.11 $207K - $261K
EMB
Ishares Tr

ETFs
Q2 2023 Filed on Aug 27, 2025
7,773
$83.9 - $86.54 $652K - $673K
NKE
Nike, Inc.

Consumer Cyclical
Q2 2024 Filed on Aug 27, 2025
2,172
$75.37 - $97.18 $164K - $211K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q2 2022 Filed on Aug 27, 2025
3,390
$59.34 - $62.5 $201K - $212K
CRM
Salesforce, Inc.

Technology
Q1 2025 Filed on Aug 27, 2025
642
$268.36 - $359.95 $172K - $231K
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