Seneca House Advisors Purchases in Q3 2024

Seneca House Advisors

  • $230 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.23K
+ 3.66%
$162.83 - $179.16 $689K - $758K
120K $21.5M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.99K
+ 3.52%
$42.22 - $48.62 $295K - $340K
206K $9.57M
NEE
Nextera Energy Inc

Utilities
1.63K
+ 2.97%
$69.9 - $84.97 $114K - $138K
56.2K $4.75M
WPC
W. P. Carey Inc.

Real Estate
836
+ 0.74%
$54.63 - $63.96 $45.7K - $53.5K
113K $7.05M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.3K
+ 6.43%
$50.52 - $50.95 $774K - $781K
254K $12.9M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
5.99K
+ 1.7%
$24.34 - $25.83 $146K - $155K
358K $9.21M
MKL
Markel Corp

Financial Services
377
+ 6.59%
$1494.55 - $1645.69 $563K - $620K
6.1K $9.56M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.51K
+ 7.19%
$117.9 - $128.2 $178K - $193K
22.4K $2.88M
MTB
M&T Bank Corp

Financial Services
1.92K
New
$146.49 - $179.85 $282K - $346K
1.92K $342K
VBFC
Village Bank & Trust Financial Corp.

Financial Services
4.08K
New
$46.42 - $77.0 $189K - $314K
4.08K $311K
IVE
Ishares S&P 500 Value ETF

ETFs
37
+ 0.24%
$181.06 - $197.17 $6.7K - $7.3K
15.2K $3M
CPRI
Capri Holdings LTD

Consumer Cyclical
5.5K
New
$29.61 - $42.44 $163K - $233K
5.5K $233K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.57K
New
$125.95 - $142.04 $197K - $223K
1.57K $222K
BMY
Bristol Myers Squibb CO

Healthcare
4.27K
New
$39.66 - $51.75 $169K - $221K
4.27K $220K
LMT
Lockheed Martin Corp

Industrials
7
+ 0.4%
$460.3 - $584.56 $3.22K - $4.09K
1.77K $1.04M
CL
Colgate Palmolive CO

Consumer Defensive
2.01K
New
$95.54 - $108.77 $192K - $219K
2.01K $208K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
394
New
$475.2 - $527.7 $187K - $208K
394 $207K
PM
Philip Morris International Inc.

Consumer Defensive
55
+ 0.7%
$101.25 - $127.45 $5.57K - $7.01K
7.92K $961K
ORCL
Oracle Corp

Technology
50
+ 1.12%
$125.9 - $170.35 $6.3K - $8.52K
4.52K $769K
LOW
Lowes Companies Inc

Consumer Cyclical
24
+ 1.22%
$213.3 - $270.78 $5.12K - $6.5K
2K $541K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28
+ 2.79%
$405.19 - $478.57 $11.3K - $13.4K
1.03K $474K
ABBV
Abb Vie Inc.

Healthcare
47
+ 2.3%
$163.84 - $199.33 $7.7K - $9.37K
2.09K $412K
PH
Parker Hannifin Corp

Industrials
8
+ 1.87%
$501.01 - $635.92 $4.01K - $5.09K
436 $275K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.25K
+ 23.42%
$24.78 - $25.11 $55.7K - $56.4K
11.8K $297K
COF
Capital One Financial Corp

Financial Services
18
+ 0.38%
$131.42 - $153.05 $2.37K - $2.75K
4.75K $710K
NSC
Norfolk Southern Corp

Industrials
6
+ 0.39%
$213.75 - $259.69 $1.28K - $1.56K
1.55K $383K
IVV
Ishares Core S&P 500 ETF

ETFs
35
+ 3.51%
$520.18 - $576.82 $18.2K - $20.2K
1.03K $595K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
77
+ 1.25%
$77.02 - $85.06 $5.93K - $6.55K
6.22K $525K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
58
+ 0.5%
$57.32 - $62.65 $3.32K - $3.63K
11.6K $723K
JBBB
Janus Detroit Str Tr Henderson

ETFs
725
+ 13.12%
$48.27 - $49.33 $35K - $35.8K
6.25K $305K
AMZN
Amazon Com Inc

Consumer Cyclical
282
+ 9.73%
$161.02 - $200.0 $45.4K - $56.4K
3.18K $592K
CSX
Csx Corp

Industrials
20
+ 0.07%
$32.48 - $35.45 $650 - $709
27.6K $952K
XLG
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.06%
$42.54 - $47.97 $468 - $528
17K $808K
ABT
Abbott Laboratories

Healthcare
40
+ 1.63%
$100.07 - $118.13 $4K - $4.73K
2.49K $283K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
1K
+ 9.02%
$25.04 - $25.21 $25.1K - $25.3K
12.1K $305K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32
+ 0.53%
$59.93 - $66.52 $1.92K - $2.13K
6.03K $401K
XOM
Exxon Mobil Corp

Energy
116
+ 4.96%
$109.72 - $119.0 $12.7K - $13.8K
2.46K $287K
DOV
Dover Corp

Industrials
7
+ 0.6%
$172.5 - $193.03 $1.21K - $1.35K
1.17K $223K
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.16%
$266.03 - $266.03 $532 - $532
1.29K $342K
Simplify Exchange Traded Fun
8.95K
+ 27.49%
N/A
41.5K $0
Tidal ETF Tr
1.78K
+ 1.88%
N/A
96.5K $0
Ishares Tr
26.1K
New
N/A
26.1K $0
Ishares Tr
5.92K
+ 8.04%
N/A
79.6K $0
MRK
Merck & Co., Inc.

Healthcare
63
+ 3.13%
$111.15 - $128.97 $7K - $8.13K
2.08K $235K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.09%
$772.14 - $960.02 $772 - $960
1.12K $993K
DELL
Dell Technologies Inc.

Technology
160
+ 6.97%
$87.89 - $145.97 $14.1K - $23.4K
2.46K $291K
CVX
Chevron Corp

Energy
106
+ 2.28%
$137.88 - $161.97 $14.6K - $17.2K
4.75K $699K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$149.54 - $192.66 $150 - $193
5.73K $957K
MSFT
Microsoft Corp

Technology
96
+ 0.33%
$395.15 - $467.56 $37.9K - $44.9K
29.2K $12.6M
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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