Seneca House Advisors Sells in Q3 2024

Seneca House Advisors

  • $230 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-360
- 0.45%
$61.74 - $76.08 $22.2K - $27.4K
79.2K $5.13M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-12.8K
- 14.05%
$22.51 - $23.57 $288K - $301K
78.1K $1.84M
VMC
Vulcan Materials CO

Basic Materials
-913
- 2.91%
$231.83 - $274.51 $212K - $251K
30.5K $7.62M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
-6.67K
- 30.0%
$22.2 - $23.71 $148K - $158K
15.6K $365K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
-7.34K
- 30.44%
$19.11 - $20.18 $140K - $148K
16.8K $336K
HD
Home Depot, Inc.

Consumer Cyclical
-2.16K
- 17.54%
$333.64 - $405.2 $720K - $874K
10.1K $4.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-477
- 2.43%
$434.77 - $502.96 $207K - $240K
19.2K $9.35M
IDXX
Idexx Laboratories Inc

Healthcare
-123
- 11.32%
$455.08 - $517.19 $56K - $63.6K
964 $486K
ELV
Elevance Health, Inc.

Healthcare
-28
- 2.34%
$500.12 - $562.29 $14K - $15.7K
1.17K $608K
BAC
Bank Of America Corp

Financial Services
-664
- 2.38%
$36.65 - $44.13 $24.3K - $29.3K
27.2K $1.08M
SOHO
Sotherly Hotels Inc.

Real Estate
-3.6K
- 10.2%
N/A
31.7K $57K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-788
- 6.16%
$35.97 - $41.58 $28.3K - $32.8K
12K $487K
TDIV
First Trust Nasdaq Technology

ETFs
-141
- 4.65%
$70.51 - $81.07 $9.94K - $11.4K
2.89K $231K
PEP
Pepsico Inc

Consumer Defensive
-192
- 2.83%
$161.9 - $179.3 $31.1K - $34.4K
6.59K $1.12M
KGC
Kinross Gold Corp

Basic Materials
-250
- 2.22%
$8.02 - $9.84 $2.01K - $2.46K
11K $103K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1
- 0.03%
$92.63 - $105.69 $92.6 - $106
3.05K $317K
XLV
Select Sector Spdr Fund Health

ETFs
-5
- 0.13%
$143.3 - $157.24 $717 - $786
3.9K $599K
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 0.78%
$517.38 - $573.86 $5.69K - $6.31K
1.4K $803K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-15
- 0.27%
$64.57 - $71.76 $969 - $1.08K
5.56K $399K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-175
- 1.14%
$61.11 - $67.85 $10.7K - $11.9K
15.2K $1.03M
D
Dominion Energy, Inc

Utilities
-654
- 6.11%
$48.01 - $58.53 $31.4K - $38.3K
10.1K $581K
PG
Procter & Gamble CO

Consumer Defensive
-48
- 0.38%
$160.76 - $177.82 $7.72K - $8.54K
12.7K $2.2M
JNJ
Johnson & Johnson

Healthcare
-230
- 2.57%
$145.48 - $167.38 $33.5K - $38.5K
8.72K $1.41M
ACN
Accenture PLC

Technology
-1.21K
- 10.92%
$295.44 - $355.81 $357K - $430K
9.86K $3.48M
JPM
Jpmorgan Chase & CO

Financial Services
-1.01K
- 2.46%
$194.9 - $224.8 $197K - $227K
40.2K $8.47M
AAPL
Apple Inc.

Technology
-119
- 0.55%
$207.23 - $234.82 $24.7K - $27.9K
21.6K $5.04M
MO
Altria Group, Inc.

Consumer Defensive
-4.82K
- 3.69%
$45.95 - $54.71 $222K - $264K
126K $6.42M
STWD
Starwood Property Trust, Inc.

Real Estate
-3.35K
- 0.85%
$18.75 - $21.11 $62.8K - $70.7K
391K $7.98M
DEO
Diageo PLC

Consumer Defensive
-72
- 0.17%
$120.02 - $140.77 $8.64K - $10.1K
42.2K $5.92M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-45
- 0.47%
$531.86 - $624.21 $23.9K - $28.1K
9.58K $5.92M
OKE
Oneok Inc

Energy
-1.29K
- 1.63%
$78.62 - $95.27 $101K - $123K
77.9K $7.09M
PFGC
Performance Food Group CO

Consumer Defensive
-3.91K
- 4.36%
$61.6 - $78.75 $241K - $308K
85.7K $6.72M
BX
Blackstone Inc.

Financial Services
-5.56K
- 9.18%
$120.77 - $159.66 $671K - $887K
55K $8.42M
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
Track This Portfolio

Track Seneca House Advisors Portfolio

Follow Seneca House Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seneca House Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Seneca House Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email