Seneca House Advisors Reduced Holdings in Q3 2025

Seneca House Advisors

  • $236 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-36.8K
- 21.73%
$181.56 - $190.33 $6.68M - $7.01M
133K $25.2M
NEE
Nextera Energy Inc

Utilities
-33.2K
- 49.05%
$69.77 - $77.54 $2.32M - $2.58M
34.5K $2.61M
MSFT
Microsoft Corp

Technology
-3.05K
- 9.65%
$491.09 - $535.64 $1.5M - $1.63M
28.6K $14.8M
PFGC
Performance Food Group CO

Consumer Defensive
-12.2K
- 28.27%
$88.19 - $102.08 $1.07M - $1.24M
30.8K $3.03M
PM
Philip Morris International Inc.

Consumer Defensive
-118
- 1.44%
$157.77 - $183.27 $18.6K - $21.6K
8.06K $1.31M
PG
Procter & Gamble CO

Consumer Defensive
-610
- 5.22%
$150.47 - $161.22 $91.8K - $98.3K
11.1K $1.7M
SSIC
Silver Spike Investment Corp.

Healthcare
-10.8K
- 30.34%
N/A
24.7K $319K
SCHW
Schwab Charles Corp

Financial Services
-4.05K
- 6.69%
$91.03 - $98.69 $369K - $400K
56.5K $5.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-387
- 5.27%
$211.65 - $238.24 $81.9K - $92.2K
6.96K $1.53M
ELV
Elevance Health, Inc.

Healthcare
-6
- 0.92%
$274.66 - $395.76 $1.65K - $2.37K
648 $209K
D
Dominion Energy, Inc

Utilities
-1.54K
- 12.67%
$56.32 - $62.1 $86.7K - $95.6K
10.6K $649K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-59
- 12.02%
$567.77 - $614.76 $33.5K - $36.3K
432 $264K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-1.01K
- 12.85%
$42.78 - $47.77 $43.2K - $48.2K
6.85K $325K
Ishares Tr
-1.57K
- 1.64%
N/A
94.1K $0
IDXX
Idexx Laboratories Inc

Healthcare
-128
- 14.4%
$514.61 - $682.78 $65.9K - $87.4K
761 $486K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-146
- 1.38%
$28.92 - $32.19 $4.22K - $4.7K
10.4K $332K
CSX
Csx Corp

Industrials
-1.38K
- 5.14%
$32.05 - $36.52 $44.2K - $50.4K
25.5K $904K
LMT
Lockheed Martin Corp

Industrials
-75
- 3.42%
$410.74 - $499.21 $30.8K - $37.4K
2.12K $1.06M
NSC
Norfolk Southern Corp

Industrials
-2
- 0.14%
$259.49 - $300.41 $519 - $601
1.47K $440K
BAC
Bank Of America Corp

Financial Services
-328
- 1.34%
$44.92 - $52.42 $14.7K - $17.2K
24.1K $1.25M
MO
Altria Group, Inc.

Consumer Defensive
-11.9K
- 10.01%
$57.75 - $67.68 $687K - $805K
107K $7.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
-15
- 0.16%
$108.97 - $121.65 $1.63K - $1.82K
9.51K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
-2.38K
- 6.66%
$282.78 - $316.06 $672K - $752K
33.3K $10.5M
JNJ
Johnson & Johnson

Healthcare
-207
- 2.73%
$155.17 - $185.42 $32.1K - $38.4K
7.37K $1.37M
BX
Blackstone Inc.

Financial Services
-3.42K
- 6.98%
$152.77 - $188.68 $522K - $645K
45.5K $7.78M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-362
- 3.79%
$404.94 - $499.99 $147K - $181K
9.19K $4.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-213
- 1.16%
$546.99 - $602.2 $117K - $128K
18.1K $10.9M
GOOGL
Alphabet Inc.

Communication Services
-12.5K
- 16.85%
$174.36 - $254.72 $2.19M - $3.19M
61.9K $15M
Activity Summary
Buys All Purchases 55 New Holdings 12 Increased Positions 43 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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