Seneca House Advisors Purchases and Sells in Q2 2025

Seneca House Advisors

$225 Million
Q2 2025

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	28.8K + 20.49%	$152.93 - $181.74 $4.41M - $5.24M	169K $30.8M
MSFT	825 + 2.68%	$354.56 - $497.45 $293K - $410K	31.6K $15.7M
GOOGL	7.22K + 10.74%	$144.7 - $178.6 $1.04M - $1.29M	74.4K $13.1M
MKL	347 + 5.16%	$1678.5 - $1997.36 $582K - $693K	7.07K $14.1M
STWD	56.7K + 11.88%	$17.28 - $20.41 $980K - $1.16M	534K $10.7M
VYM	4.2K + 13.21%	$114.78 - $133.31 $482K - $560K	36K $4.8M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SSIC	35.5K New	N/A	35.5K $459K
META	460 New	$484.66 - $738.09 $223K - $340K	460 $339K
AVGO	924 New	$146.29 - $275.65 $135K - $255K	924 $254K
IYW	1.31K New	$122.57 - $173.27 $160K - $227K	1.31K $226K
GS	292 New	$462.22 - $707.75 $135K - $207K	292 $206K
JANUS DETROIT STR TR	72.3K New	N/A	72.3K $0

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PFGC	-26.8K - 38.39%	$71.62 - $89.56 $1.92M - $2.4M	43K $3.76M
TMO	-340 - 3.44%	$390.26 - $489.06 $133K - $166K	9.55K $3.87M
DEO	-1.24K - 3.43%	$99.86 - $115.75 $124K - $144K	35K $3.53M
MO	-1.17K - 0.98%	$55.56 - $60.91 $65K - $71.3K	119K $6.97M
IBDQ	-9.26K - 36.72%	$25.04 - $25.18 $232K - $233K	16K $401K
IBDU	-10.1K - 14.5%	$22.7 - $23.33 $230K - $236K	59.6K $1.39M

Activity Summary All Purchases 47 New Holdings 6 Increased Positions 41 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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