Seneca House Advisors Portfolio Holdings
Seneca House Advisors
- $244 Million
- Q4 2024
Seneca House Advisors has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $244 Million distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $24.9M, Janus Detroit Str Tr Janus Hen with a value of $18.9M, Microsoft Corp with a value of $12.8M, Alphabet Inc. with a value of $12.6M, and Markel Corp with a value of $10.8M.
Examining the 13F form we can see an increase of $13.5M in the current position value, from $230M to 244M.
Below you can find more details about Seneca House Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$244 Million
ETFs: $93.7 Million
Financial Services: $38.3 Million
Technology: $23.7 Million
Consumer Defensive: $21.3 Million
Real Estate: $14.4 Million
Communication Services: $13.6 Million
Healthcare: $9.36 Million
Energy: $8.08 Million
Other: $21.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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