Seneca House Advisors Sells in Q2 2025

Seneca House Advisors

  • $225 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFGC
Performance Food Group CO

Consumer Defensive
-26.8K
- 38.39%
$71.62 - $89.56 $1.92M - $2.4M
43K $3.76M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-340
- 3.44%
$390.26 - $489.06 $133K - $166K
9.55K $3.87M
DEO
Diageo PLC

Consumer Defensive
-1.24K
- 3.43%
$99.86 - $115.75 $124K - $144K
35K $3.53M
MO
Altria Group, Inc.

Consumer Defensive
-1.17K
- 0.98%
$55.56 - $60.91 $65K - $71.3K
119K $6.97M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-9.26K
- 36.72%
$25.04 - $25.18 $232K - $233K
16K $401K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-10.1K
- 14.5%
$22.7 - $23.33 $230K - $236K
59.6K $1.39M
JNJ
Johnson & Johnson

Healthcare
-512
- 6.33%
$146.36 - $159.82 $74.9K - $81.8K
7.58K $1.16M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-12.8K
- 2.95%
$24.31 - $25.29 $312K - $324K
422K $10.7M
LLY
Eli Lilly & CO

Healthcare
-133
- 11.95%
$713.71 - $898.95 $94.9K - $120K
980 $763K
PG
Procter & Gamble CO

Consumer Defensive
-127
- 1.07%
$157.66 - $172.39 $20K - $21.9K
11.7K $1.86M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-1.75K
- 18.22%
$33.7 - $43.1 $59K - $75.5K
7.86K $338K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-365
- 6.63%
$68.13 - $74.77 $24.9K - $27.3K
5.14K $374K
OEF
Ishares S&P 100 ETF

ETFs
-49
- 3.86%
N/A
1.22K $324K
WM
Waste Management Inc

Industrials
-7
- 0.23%
$216.47 - $242.1 $1.52K - $1.69K
3.04K $694K
SCHW
Schwab Charles Corp

Financial Services
-10K
- 14.22%
$69.06 - $91.24 $693K - $916K
60.6K $5.53M
Ishares Tr
-2.58K
- 6.99%
N/A
34.3K $0
Tidal Trust I
-67.2K
- 73.29%
N/A
24.5K $0
Simplify Exchange Traded Fun
-18K
- 24.59%
N/A
55.2K $0
NSC
Norfolk Southern Corp

Industrials
-5
- 0.34%
$206.34 - $257.46 $1.03K - $1.29K
1.47K $375K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-294
- 2.71%
$22.27 - $29.21 $6.55K - $8.59K
10.6K $308K
BAC
Bank Of America Corp

Financial Services
-2.26K
- 8.47%
$34.39 - $47.46 $77.9K - $107K
24.5K $1.16M
CSX
Csx Corp

Industrials
-744
- 2.7%
$26.69 - $32.91 $19.9K - $24.5K
26.8K $875K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-796
- 4.67%
$40.94 - $52.1 $32.6K - $41.5K
16.3K $847K
IDXX
Idexx Laboratories Inc

Healthcare
-18
- 1.98%
$361.04 - $536.34 $6.5K - $9.65K
889 $476K
GOOG
Alphabet Inc.

Communication Services
-24
- 0.43%
$146.58 - $180.01 $3.52K - $4.32K
5.51K $976K
ORCL
Oracle Corp

Technology
-7
- 0.18%
$122.82 - $218.63 $860 - $1.53K
3.94K $861K
VMC
Vulcan Materials CO

Basic Materials
-362
- 1.29%
$226.49 - $276.01 $82K - $99.9K
27.6K $7.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-457
- 2.43%
$416.06 - $551.64 $190K - $252K
18.3K $10.1M
JPM
Jpmorgan Chase & CO

Financial Services
-972
- 2.65%
$210.28 - $289.91 $204K - $282K
35.7K $10.4M
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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