Seneca Financial Advisors LLC Portfolio Holdings by Sector

Seneca Financial Advisors LLC

$259 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VIG SCHG GOVT SCHV SCHM VTEB VYM SCHF 40 stocks	$245 Million 94.32% of portfolio	23	12	4	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials NDSN GGG XYL 3 stocks	$3.76 Million 1.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$2.28 Million 0.88% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.73 Million 0.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.43 Million 0.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.41 Million 0.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$892,198 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$789,804 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$510,775 0.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN 1 stocks	$437,522 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$333,285 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate BNL 1 stocks	$288,017 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$226,369 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$208,902 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$206,706 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities AES 1 stocks	$109,618 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BFLY 1 stocks	$107,052 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts

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