Seneca House Advisors Purchases in Q4 2024

Seneca House Advisors

  • $244 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
119K
+ 47.07%
$50.62 - $50.97 $6.04M - $6.08M
373K $18.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
22.2K
+ 18.52%
$174.22 - $187.62 $3.87M - $4.17M
142K $24.9M
GOOGL
Alphabet Inc.

Communication Services
974
+ 1.49%
$161.86 - $196.66 $158K - $192K
66.4K $12.6M
IWM
Ishares Russell 2000 ETF

ETFs
6.08K
New
$216.13 - $242.4 $1.31M - $1.47M
6.08K $1.34M
MKL
Markel Corp

Financial Services
157
+ 2.58%
$1542.01 - $1785.11 $242K - $280K
6.25K $10.8M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
54.4K
+ 15.18%
$24.5 - $25.72 $1.33M - $1.4M
412K $10.1M
JBBB
Janus Detroit Str Tr Henderson

ETFs
15.4K
+ 246.1%
$48.59 - $49.45 $747K - $761K
21.6K $1.06M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.84K
+ 21.56%
$126.68 - $134.74 $613K - $652K
27.3K $3.48M
AMZN
Amazon Com Inc

Consumer Cyclical
1.81K
+ 56.87%
$180.88 - $232.93 $327K - $421K
4.99K $1.09M
MELI
Mercadolibre Inc

Consumer Cyclical
239
New
$1666.0 - $2117.3 $398K - $506K
239 $406K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
15.3K
+ 129.32%
$25.0 - $25.11 $383K - $385K
27.2K $680K
NVDA
Nvidia Corp

Technology
2.16K
New
$117.0 - $148.88 $252K - $321K
2.16K $289K
MSFT
Microsoft Corp

Technology
1.2K
+ 4.1%
$406.35 - $454.46 $486K - $544K
30.4K $12.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.13K
New
$198.04 - $221.51 $224K - $250K
1.13K $237K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.75K
New
$25.33 - $51.16 $222K - $448K
8.75K $226K
KNSL
Kinsale Capital Group, Inc.

Financial Services
480
New
$424.05 - $524.22 $204K - $252K
480 $223K
IYW
Ishares Dj Us Tech ETF

ETFs
1.31K
New
$148.14 - $166.23 $194K - $217K
1.31K $208K
PJT
Pjt Partners Inc.

Financial Services
1.28K
New
$132.4 - $167.36 $169K - $214K
1.28K $201K
CRWD
Crowd Strike Holdings, Inc.

Technology
322
+ 33.26%
$275.15 - $388.2 $88.6K - $125K
1.29K $441K
COF
Capital One Financial Corp

Financial Services
1
+ 0.02%
$145.19 - $192.01 $145 - $192
4.75K $846K
BAC
Bank Of America Corp

Financial Services
151
+ 0.55%
$39.22 - $47.77 $5.92K - $7.21K
27.4K $1.2M
D
Dominion Energy, Inc

Utilities
1.92K
+ 19.05%
$52.63 - $60.92 $101K - $117K
12K $644K
CVX
Chevron Corp

Energy
459
+ 9.66%
$141.15 - $162.53 $64.8K - $74.6K
5.21K $754K
IVV
Ishares Core S&P 500 ETF

ETFs
68
+ 6.59%
$570.51 - $610.59 $38.8K - $41.5K
1.1K $647K
XLG
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.11%
$46.94 - $51.62 $845 - $929
17K $851K
BMY
Bristol Myers Squibb CO

Healthcare
150
+ 3.52%
$51.92 - $59.94 $7.79K - $8.99K
4.42K $249K
SCHX
Schwab Strategic Tr Us Large C

ETFs
30.3K
+ 199.41%
$22.4 - $68.28 $680K - $2.07M
45.5K $1.06M
MTB
M&T Bank Corp

Financial Services
2
+ 0.1%
$172.48 - $221.95 $345 - $444
1.93K $362K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.1K
+ 201.13%
$22.01 - $66.82 $267K - $810K
18.2K $412K
VBFC
Village Bank & Trust Financial Corp.

Financial Services
25
+ 0.61%
$75.75 - $80.91 $1.89K - $2.02K
4.11K $319K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
109
+ 0.94%
$61.68 - $67.87 $6.72K - $7.4K
11.7K $729K
ABT
Abbott Laboratories

Healthcare
15
+ 0.6%
$111.93 - $119.39 $1.68K - $1.79K
2.51K $283K
Ishares Tr
7.85K
+ 30.06%
N/A
34K $0
Ishares Tr
9.35K
+ 11.75%
N/A
88.9K $0
Simplify Exchange Traded Fun
27.9K
+ 67.18%
N/A
69.4K $0
Tidal ETF Tr
2.31K
+ 2.4%
N/A
98.8K $0
PM
Philip Morris International Inc.

Consumer Defensive
58
+ 0.73%
$118.38 - $133.06 $6.87K - $7.72K
7.98K $960K
DELL
Dell Technologies Inc.

Technology
34
+ 1.38%
$111.96 - $144.21 $3.81K - $4.9K
2.49K $286K
ORCL
Oracle Corp

Technology
48
+ 1.06%
$165.41 - $192.43 $7.94K - $9.24K
4.56K $760K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
37
+ 2.36%
$131.66 - $144.0 $4.87K - $5.33K
1.6K $211K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.96K
+ 261.41%
$25.93 - $105.3 $206K - $838K
11K $306K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.6K
+ 202.32%
$26.93 - $84.95 $339K - $1.07M
18.8K $513K
NSC
Norfolk Southern Corp

Industrials
15
+ 0.97%
$230.6 - $277.0 $3.46K - $4.16K
1.56K $366K
MRK
Merck & Co., Inc.

Healthcare
86
+ 4.14%
$96.31 - $114.76 $8.28K - $9.87K
2.16K $215K
LLY
Eli Lilly & CO

Healthcare
87
+ 7.76%
$727.2 - $932.06 $63.3K - $81.1K
1.21K $932K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.92K
+ 4.33%
$43.84 - $48.76 $391K - $435K
215K $9.45M
NEE
Nextera Energy Inc

Utilities
6.38K
+ 11.34%
$69.77 - $85.43 $445K - $545K
62.6K $4.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
595
+ 6.21%
$501.29 - $612.85 $298K - $365K
10.2K $5.29M
Activity Summary
Buys All Purchases 49 New Holdings 8 Increased Positions 41 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 2
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