Seneca House Advisors Sells in Q1 2025

Seneca House Advisors

  • $230 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-103K
- 27.57%
$50.48 - $51.04 $5.19M - $5.25M
270K $13.7M
BX
Blackstone Inc.

Financial Services
-59
- 0.12%
$136.53 - $186.74 $8.06K - $11K
48.1K $6.73M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.17K
- 1.48%
$36.64 - $45.76 $116K - $145K
212K $7.92M
DEO
Diageo PLC

Consumer Defensive
-1.27K
- 3.37%
$104.79 - $126.12 $133K - $160K
36.3K $3.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-255
- 1.34%
$468.34 - $539.52 $119K - $138K
18.8K $8.81M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.53K
- 1.07%
$169.43 - $182.84 $258K - $279K
141K $24.2M
AAPL
Apple Inc.

Technology
-698
- 3.48%
$209.68 - $247.1 $146K - $172K
19.3K $4.3M
PFGC
Performance Food Group CO

Consumer Defensive
-3.25K
- 4.44%
$74.86 - $90.93 $243K - $295K
69.8K $5.49M
ACN
Accenture PLC

Technology
-725
- 7.74%
$300.91 - $398.25 $218K - $289K
8.65K $2.7M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-12K
- 55.36%
$48.34 - $49.66 $579K - $595K
9.66K $470K
IWM
Ishares Russell 2000 ETF

ETFs
-881
- 14.5%
$198.1 - $229.79 $175K - $202K
5.19K $1.04M
ORCL
Oracle Corp

Technology
-615
- 13.48%
$139.81 - $186.47 $86K - $115K
3.95K $552K
PG
Procter & Gamble CO

Consumer Defensive
-862
- 6.8%
$158.56 - $176.26 $137K - $152K
11.8K $2.01M
PEP
Pepsico Inc

Consumer Defensive
-541
- 8.68%
$142.64 - $156.42 $77.2K - $84.6K
5.69K $853K
MTB
M&T Bank Corp

Financial Services
-406
- 21.08%
$170.47 - $201.98 $69.2K - $82K
1.52K $271K
BAC
Bank Of America Corp

Financial Services
-660
- 2.41%
$39.61 - $47.74 $26.1K - $31.5K
26.7K $1.12M
IVW
Ishares S&P 500 Growth ETF

ETFs
-28
- 0.29%
$92.45 - $106.69 $2.59K - $2.99K
9.52K $881K
DELL
Dell Technologies Inc.

Technology
-102
- 4.1%
$90.34 - $124.66 $9.21K - $12.7K
2.39K $217K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.95K
- 10.72%
$21.23 - $23.75 $41.3K - $46.2K
16.2K $347K
JPM
Jpmorgan Chase & CO

Financial Services
-1.07K
- 2.83%
$225.19 - $279.95 $241K - $299K
36.7K $9M
IVV
Ishares Core S&P 500 ETF

ETFs
-28
- 2.55%
$554.06 - $615.85 $15.5K - $17.2K
1.07K $598K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.96K
- 7.2%
$25.05 - $25.16 $49K - $49.2K
25.2K $634K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-160
- 1.45%
$24.91 - $29.02 $3.99K - $4.64K
10.8K $271K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-1K
- 9.43%
$36.46 - $39.9 $36.5K - $39.9K
9.61K $369K
LOW
Lowes Companies Inc

Consumer Cyclical
-7
- 0.38%
$222.66 - $268.42 $1.56K - $1.88K
1.84K $428K
NSC
Norfolk Southern Corp

Industrials
-87
- 5.58%
$227.69 - $259.76 $19.8K - $22.6K
1.47K $348K
ELV
Elevance Health, Inc.

Healthcare
-203
- 18.11%
$365.9 - $436.25 $74.3K - $88.6K
918 $396K
DOV
Dover Corp

Industrials
-1
- 0.09%
$174.65 - $206.43 $175 - $206
1.17K $205K
LLY
Eli Lilly & CO

Healthcare
-95
- 7.86%
$725.72 - $929.72 $68.9K - $88.3K
1.11K $919K
COF
Capital One Financial Corp

Financial Services
-81
- 1.71%
$163.87 - $209.82 $13.3K - $17K
4.67K $836K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-522
- 2.78%
$27.01 - $28.54 $14.1K - $14.9K
18.3K $504K
Tidal ETF Tr
-7.22K
- 7.3%
N/A
91.6K $0
IDXX
Idexx Laboratories Inc

Healthcare
-9
- 0.98%
$406.29 - $469.04 $3.66K - $4.22K
907 $380K
BMY
Bristol Myers Squibb CO

Healthcare
-87
- 1.97%
$53.9 - $63.11 $4.69K - $5.49K
4.33K $264K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1
- 0.02%
$68.32 - $75.06 $68.3 - $75.1
5.5K $405K
XLV
Select Sector Spdr Fund Health

ETFs
-27
- 0.72%
$137.61 - $149.68 $3.72K - $4.04K
3.72K $537K
KGC
Kinross Gold Corp

Basic Materials
-1K
- 9.09%
$9.69 - $12.51 $9.69K - $12.5K
10K $124K
WM
Waste Management Inc

Industrials
-122
- 3.86%
$200.54 - $233.78 $24.5K - $28.5K
3.04K $704K
JNJ
Johnson & Johnson

Healthcare
-485
- 5.66%
$142.06 - $167.7 $68.9K - $81.3K
8.09K $1.34M
SCHW
Schwab Charles Corp

Financial Services
-182
- 0.26%
$71.24 - $83.64 $13K - $15.2K
70.6K $5.53M
MO
Altria Group, Inc.

Consumer Defensive
-52
- 0.04%
$50.81 - $60.02 $2.64K - $3.12K
120K $7.2M
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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