Seneca Financial Advisors LLC Purchases and Sells in Q2 2025

Seneca Financial Advisors LLC

$259 Billion
Q2 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFG	66.3K + 525.37%	$89.8 - $112.0 $5.96M - $7.43M	79K $8.84B
SCHM	135K + 29.23%	$22.92 - $28.05 $3.09M - $3.78M	596K $16.7B
SCHG	51.7K + 6.93%	$22.27 - $29.21 $1.15M - $1.51M	797K $23.3B
VTEB	72.5K + 31.89%	$48.13 - $49.85 $3.49M - $3.61M	300K $14.7B
GOVT	86.4K + 10.59%	$22.54 - $23.17 $1.95M - $2M	902K $20.7B
VIG	820 + 0.56%	N/A	148K $30.2B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STIP	103K New	$102.02 - $103.5 $10.5M - $10.7M	103K $10.6B
VXUS	148K New	$55.54 - $69.09 $8.24M - $10.3M	148K $10.3B
AVGO	1.01K New	$146.29 - $275.65 $148K - $278K	1.01K $278M
JPM	713 New	$210.28 - $289.91 $150K - $207K	713 $207M
IUSG	1.35K New	$113.67 - $150.4 $153K - $203K	1.35K $203M
EFA	2.24K New	$72.96 - $90.39 $163K - $202K	2.24K $200M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHO	-83.8K - 39.5%	$24.19 - $24.45 $2.03M - $2.05M	128K $3.13B
AAPL	-1.47K - 17.6%	$172.42 - $223.89 $254K - $329K	6.89K $1.41B
SCHV	-34.6K - 5.04%	$23.55 - $27.67 $816K - $958K	652K $18.1B
BRK-B	-267 - 36.43%	$483.48 - $539.8 $129K - $144K	466 $226M
SCHC	-10.9K - 21.31%	$32.41 - $42.59 $354K - $465K	40.3K $1.72B
GOOGL	-480 - 25.99%	$144.7 - $178.6 $69.5K - $85.7K	1.37K $241M

Activity Summary All Purchases 26 New Holdings 6 Increased Positions 20 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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