Seneca House Advisors Purchases in Q1 2025

Seneca House Advisors

  • $230 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MKL
Markel Corp

Financial Services
466
+ 7.45%
$1660.14 - $2059.83 $774K - $960K
6.72K $12.6M
WPC
W. P. Carey Inc.

Real Estate
3.09K
+ 2.79%
$53.5 - $65.05 $166K - $201K
114K $7.18M
STWD
Starwood Property Trust, Inc.

Real Estate
35.3K
+ 7.98%
$18.41 - $20.53 $650K - $724K
477K $9.44M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
22.1K
+ 5.37%
$24.21 - $25.09 $536K - $556K
435K $10.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.52K
+ 16.58%
$126.11 - $135.06 $571K - $611K
31.8K $4.06M
PM
Philip Morris International Inc.

Consumer Defensive
30
+ 0.38%
$117.15 - $158.79 $3.51K - $4.76K
8.01K $1.27M
NEE
Nextera Energy Inc

Utilities
2.8K
+ 4.47%
$66.96 - $76.16 $187K - $213K
65.4K $4.64M
KNSL
Kinsale Capital Group, Inc.

Financial Services
241
+ 50.21%
$416.48 - $494.72 $100K - $119K
721 $350K
CVX
Chevron Corp

Energy
50
+ 0.96%
$146.71 - $167.97 $7.34K - $8.4K
5.26K $879K
LMT
Lockheed Martin Corp

Industrials
363
+ 21.35%
$423.19 - $506.29 $154K - $184K
2.06K $921K
AMZN
Amazon Com Inc

Consumer Cyclical
1.19K
+ 23.79%
$190.26 - $242.06 $226K - $287K
6.18K $1.18M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 3.35%
$1739.0 - $2260.0 $13.9K - $18.1K
247 $481K
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.3%
$169.2 - $216.66 $1.02K - $1.3K
2.04K $426K
CRWD
Crowd Strike Holdings, Inc.

Technology
118
+ 9.15%
$308.86 - $455.36 $36.4K - $53.7K
1.41K $496K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.4K
+ 2.05%
$22.61 - $23.14 $31.7K - $32.4K
69.7K $1.61M
ABT
Abbott Laboratories

Healthcare
27
+ 1.08%
$111.1 - $140.22 $3K - $3.79K
2.53K $335K
XOM
Exxon Mobil Corp

Energy
138
+ 5.68%
$105.44 - $118.93 $14.6K - $16.4K
2.57K $305K
D
Dominion Energy, Inc

Utilities
30
+ 0.25%
$52.85 - $57.43 $1.59K - $1.72K
12K $672K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
60
+ 15.46%
$507.05 - $563.67 $30.4K - $33.8K
448 $228K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10
+ 0.62%
$128.74 - $138.67 $1.29K - $1.39K
1.61K $216K
Ishares Tr
906
+ 1.02%
N/A
89.8K $0
Simplify Exchange Traded Fun
3.83K
+ 5.51%
N/A
73.3K $0
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.08%
N/A
1.27K $337K
Ishares Tr
2.89K
+ 8.51%
N/A
36.9K $0
QQQM
Invesco Exchange Traded Fd Tr

ETFs
59
+ 5.23%
$192.82 - $222.1 $11.4K - $13.1K
1.19K $229K
PH
Parker Hannifin Corp

Industrials
5
+ 1.15%
$591.65 - $707.05 $2.96K - $3.54K
441 $268K
TDIV
First Trust Nasdaq Technology

ETFs
2
+ 0.07%
$73.39 - $83.95 $147 - $168
2.82K $206K
IVE
Ishares S&P 500 Value ETF

ETFs
25
+ 0.16%
$185.78 - $198.58 $4.64K - $4.96K
15.2K $2.87M
NVDA
Nvidia Corp

Technology
100
+ 4.64%
$106.98 - $149.43 $10.7K - $14.9K
2.26K $244K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.05%
$57.21 - $65.8 $343 - $395
11.7K $682K
SCHX
Schwab Strategic Tr Us Large C

ETFs
61
+ 0.13%
$21.75 - $24.28 $1.33K - $1.48K
45.6K $1M
OKE
Oneok Inc

Energy
267
+ 0.38%
$89.57 - $109.85 $23.9K - $29.3K
70.6K $7M
XLG
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.12%
$45.72 - $51.73 $914 - $1.03K
17.1K $782K
CSX
Csx Corp

Industrials
15
+ 0.05%
$29.11 - $33.67 $437 - $505
27.6K $811K
HD
Home Depot, Inc.

Consumer Cyclical
114
+ 1.21%
$347.25 - $424.87 $39.6K - $48.4K
9.54K $3.5M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$156.06 - $207.71 $156 - $208
5.53K $863K
VMC
Vulcan Materials CO

Basic Materials
182
+ 0.66%
$220.9 - $277.54 $40.2K - $50.5K
28K $6.52M
MSFT
Microsoft Corp

Technology
366
+ 1.2%
$375.39 - $447.2 $137K - $164K
30.8K $11.6M
GOOGL
Alphabet Inc.

Communication Services
796
+ 1.2%
$154.33 - $206.19 $123K - $164K
67.2K $10.4M
Activity Summary
Buys All Purchases 40 New Holdings 0 Increased Positions 40 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 1
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