Seneca House Advisors Incresed Positions in Q2 2025

Seneca House Advisors

  • $225 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
28.8K
+ 20.49%
$152.93 - $181.74 $4.41M - $5.24M
169K $30.8M
MSFT
Microsoft Corp

Technology
825
+ 2.68%
$354.56 - $497.45 $293K - $410K
31.6K $15.7M
GOOGL
Alphabet Inc.

Communication Services
7.22K
+ 10.74%
$144.7 - $178.6 $1.04M - $1.29M
74.4K $13.1M
MKL
Markel Corp

Financial Services
347
+ 5.16%
$1678.5 - $1997.36 $582K - $693K
7.07K $14.1M
STWD
Starwood Property Trust, Inc.

Real Estate
56.7K
+ 11.88%
$17.28 - $20.41 $980K - $1.16M
534K $10.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.2K
+ 13.21%
$114.78 - $133.31 $482K - $560K
36K $4.8M
BX
Blackstone Inc.

Financial Services
819
+ 1.7%
$120.07 - $151.11 $98.3K - $124K
48.9K $7.32M
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
+ 18.94%
$167.32 - $223.3 $196K - $261K
7.35K $1.61M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.56K
+ 131.06%
$171.4 - $227.1 $267K - $354K
2.75K $623K
NVDA
Nvidia Corp

Technology
1.61K
+ 71.35%
$94.31 - $157.99 $152K - $254K
3.86K $610K
COF
Capital One Financial Corp

Financial Services
427
+ 9.15%
$150.57 - $212.76 $64.3K - $90.8K
5.09K $1.08M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.66K
+ 10.21%
$19.6 - $24.44 $91.3K - $114K
50.3K $1.23M
PM
Philip Morris International Inc.

Consumer Defensive
164
+ 2.05%
$149.23 - $184.95 $24.5K - $30.3K
8.17K $1.49M
WPC
W. P. Carey Inc.

Real Estate
4.54K
+ 3.99%
$56.12 - $64.53 $255K - $293K
118K $7.38M
HD
Home Depot, Inc.

Consumer Cyclical
542
+ 5.68%
$335.24 - $380.78 $182K - $206K
10.1K $3.7M
MELI
Mercadolibre Inc

Consumer Cyclical
4
+ 1.62%
$1794.73 - $2613.63 $7.18K - $10.5K
251 $656K
IVE
Ishares S&P 500 Value ETF

ETFs
62
+ 0.41%
$168.34 - $195.42 $10.4K - $12.1K
15.2K $2.98M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.59K
+ 15.98%
$19.1 - $23.83 $49.5K - $61.7K
18.8K $448K
LMT
Lockheed Martin Corp

Industrials
131
+ 6.35%
$430.82 - $486.45 $56.4K - $63.7K
2.19K $1.02M
IVV
Ishares Core S&P 500 ETF

ETFs
25
+ 2.33%
$498.8 - $620.9 $12.5K - $15.5K
1.1K $681K
MTB
M&T Bank Corp

Financial Services
232
+ 15.26%
$156.58 - $193.99 $36.3K - $45K
1.75K $339K
NEE
Nextera Energy Inc

Utilities
2.32K
+ 3.55%
$64.11 - $75.0 $149K - $174K
67.8K $4.7M
TDIV
First Trust Nasdaq Technology

ETFs
103
+ 3.65%
$64.41 - $90.17 $6.63K - $9.29K
2.92K $263K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
43
+ 9.6%
$456.74 - $568.03 $19.6K - $24.4K
491 $278K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
56
+ 0.48%
$51.16 - $62.02 $2.86K - $3.47K
11.8K $730K
OKE
Oneok Inc

Energy
15.6K
+ 22.13%
$78.71 - $100.37 $1.23M - $1.57M
86.2K $7.04M
ABT
Abbott Laboratories

Healthcare
104
+ 4.11%
$123.95 - $138.08 $12.9K - $14.4K
2.64K $358K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
123
+ 12.42%
$483.48 - $539.8 $59.5K - $66.4K
1.11K $540K
D
Dominion Energy, Inc

Utilities
157
+ 1.31%
$49.66 - $58.0 $7.8K - $9.11K
12.2K $687K
DOV
Dover Corp

Industrials
20
+ 1.71%
$151.14 - $186.7 $3.02K - $3.73K
1.19K $217K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11
+ 0.68%
$121.58 - $136.74 $1.34K - $1.5K
1.63K $220K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
909
+ 4.97%
$24.32 - $27.87 $22.1K - $25.3K
19.2K $508K
Ishares Tr
5.84K
+ 6.5%
N/A
95.7K $0
XOM
Exxon Mobil Corp

Energy
251
+ 9.77%
$99.93 - $119.04 $25.1K - $29.9K
2.82K $303K
LOW
Lowes Companies Inc

Consumer Cyclical
13
+ 0.71%
$210.83 - $235.28 $2.74K - $3.06K
1.85K $410K
BMY
Bristol Myers Squibb CO

Healthcare
681
+ 15.73%
$44.12 - $59.6 $30K - $40.6K
5.01K $231K
ABBV
Abb Vie Inc.

Healthcare
56
+ 2.75%
$170.16 - $206.27 $9.53K - $11.6K
2.09K $388K
PEP
Pepsico Inc

Consumer Defensive
208
+ 3.66%
$128.02 - $151.37 $26.6K - $31.5K
5.9K $778K
CVX
Chevron Corp

Energy
265
+ 5.04%
$133.73 - $168.51 $35.4K - $44.7K
5.53K $791K
AAPL
Apple Inc.

Technology
368
+ 1.9%
$172.42 - $223.89 $63.5K - $82.4K
19.7K $4.05M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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