Seneca Financial Advisors LLC Purchases in Q2 2025

Seneca Financial Advisors LLC

  • $259 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
103K
New
$102.02 - $103.5 $10.5M - $10.7M
103K $10.6B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
148K
New
$55.54 - $69.09 $8.24M - $10.3M
148K $10.3B
EFG
Msci Eafe Growth ETF

ETFs
66.3K
+ 525.37%
$89.8 - $112.0 $5.96M - $7.43M
79K $8.84B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
135K
+ 29.23%
$22.92 - $28.05 $3.09M - $3.78M
596K $16.7B
SCHG
Schwab Strategic Tr Us Large C

ETFs
51.7K
+ 6.93%
$22.27 - $29.21 $1.15M - $1.51M
797K $23.3B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
72.5K
+ 31.89%
$48.13 - $49.85 $3.49M - $3.61M
300K $14.7B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
86.4K
+ 10.59%
$22.54 - $23.17 $1.95M - $2M
902K $20.7B
VIG
Vanguard Dividend Appreciation

ETFs
820
+ 0.56%
N/A
148K $30.2B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
36.8K
+ 122.62%
$45.2 - $46.6 $1.66M - $1.72M
66.9K $3.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.7K
+ 2.76%
$17.76 - $22.1 $261K - $325K
547K $12.1B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
24.3K
+ 68.39%
$45.12 - $46.23 $1.1M - $1.13M
59.9K $2.77B
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.36K
+ 1.85%
$20.42 - $25.3 $150K - $186K
406K $10.3B
AVGO
Broadcom Inc.

Technology
1.01K
New
$146.29 - $275.65 $148K - $278K
1.01K $278M
JPM
Jpmorgan Chase & CO

Financial Services
713
New
$210.28 - $289.91 $150K - $207K
713 $207M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.35K
New
$113.67 - $150.4 $153K - $203K
1.35K $203M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.1%
$320.42 - $424.58 $961 - $1.27K
3.14K $1.33B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.24K
New
$72.96 - $90.39 $163K - $202K
2.24K $200M
IWM
Ishares Russell 2000 ETF

ETFs
98
+ 1.12%
$174.82 - $215.79 $17.1K - $21.1K
8.83K $1.91B
WDIV
Spdr S&P Global Dividend ETF

ETFs
189
+ 0.89%
$59.84 - $71.44 $11.3K - $13.5K
21.4K $1.51B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
443
+ 1.67%
$32.66 - $40.75 $14.5K - $18.1K
27K $1.09B
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.13%
$498.8 - $620.9 $1.5K - $1.86K
2.39K $1.49B
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.1%
$496.48 - $617.85 $496 - $618
1K $619M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.74%
$456.74 - $568.03 $1.37K - $1.7K
409 $233M
DVY
Ishares Tr

ETFs
9
+ 0.58%
$118.37 - $134.86 $1.07K - $1.21K
1.56K $208M
AES
Aes Corp

Utilities
5
+ 0.05%
$9.63 - $12.55 $48.2 - $62.8
10.4K $110M
Activity Summary
Buys All Purchases 26 New Holdings 6 Increased Positions 20 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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