Seneca House Advisors Top Holdings and 13F Report (2025) About Seneca House AdvisorsInvestment ActivitySeneca House Advisors has $235.29 million in total holdings as of June 30, 2025.Seneca House Advisors owns shares of 82 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 7.84% of the portfolio was purchased this quarter.About 15.01% of the portfolio was sold this quarter.This quarter, Seneca House Advisors has purchased 86 new stocks and bought additional shares in 41 stocks.Seneca House Advisors sold shares of 30 stocks and completely divested from 10 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $30,788,028Microsoft $15,722,626Markel Group $14,113,971Alphabet $13,110,356Starwood Property Trust $10,721,074 Largest New Holdings this Quarter 47103U746 - JANUS DETROIT STR TR $3,802,795 Holding828174102 - Silver Spike Investment $367,332 Holding30303M102 - Meta Platforms $339,678 Holding11135F101 - Broadcom $254,808 Holding464287721 - iShares U.S. Technology ETF $226,655 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 28,810 shares (about $5.24M)JANUS DETROIT STR TR 72,269 shares (about $3.80M)ONEOK 15,626 shares (about $1.28M)Alphabet 7,215 shares (about $1.27M)Starwood Property Trust 56,715 shares (about $1.14M) Largest Sales this Quarter Performance Food Group 26,796 shares (about $2.34M)Intelligent Real Estate ETF 67,152 shares (about $1.31M)Charles Schwab 10,038 shares (about $915.87K)SIMPLIFY EXCHANGE TRADED FUN 18,010 shares (about $902.12K)iShares iBonds Dec 2032 Term Corporate ETF 12,817 shares (about $324.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeneca House Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$30,788,028$5,235,929 ▲20.5%169,40713.1%ETFMSFTMicrosoft$15,722,626$410,363 ▲2.7%31,6096.7%Computer and TechnologyMKLMarkel Group$14,113,971$693,115 ▲5.2%7,0666.0%Multi-Sector ConglomeratesGOOGLAlphabet$13,110,356$1,271,507 ▲10.7%74,3935.6%Computer and TechnologySTWDStarwood Property Trust$10,721,074$1,138,287 ▲11.9%534,1764.6%FinanceIBDXiShares iBonds Dec 2032 Term Corporate ETF$10,665,643$324,078 ▼-2.9%421,8174.5%ETFJPMJPMorgan Chase & Co.$10,354,296$281,789 ▼-2.6%35,7164.4%FinanceQQQInvesco QQQ$10,113,300$252,102 ▼-2.4%18,3334.3%FinanceWPCW.P. Carey$7,382,987$283,270 ▲4.0%118,3543.1%FinanceBXBlackstone$7,321,719$122,505 ▲1.7%48,9493.1%FinanceVMCVulcan Materials$7,198,638$94,417 ▼-1.3%27,6003.1%ConstructionOKEONEOK$7,038,645$1,275,553 ▲22.1%86,2263.0%EnergyMOAltria Group$6,965,015$68,597 ▼-1.0%118,7963.0%Consumer StaplesSCHWCharles Schwab$5,526,498$915,867 ▼-14.2%60,5712.3%FinanceVYMVanguard High Dividend Yield ETF$4,799,138$559,822 ▲13.2%36,0052.0%ETFNEENextEra Energy$4,703,254$161,193 ▲3.5%67,7512.0%UtilitiesAAPLApple$4,352,932$75,503 ▲1.8%21,2161.9%Computer and TechnologyTMOThermo Fisher Scientific$3,871,738$137,856 ▼-3.4%9,5491.6%MedicalJANUS DETROIT STR TR$3,802,795$3,802,795 ▲New Holding72,2691.6%HENDERSON SECURIPFGCPerformance Food Group$3,760,948$2,343,846 ▼-38.4%42,9971.6%Retail/WholesaleHDHome Depot$3,696,559$198,724 ▲5.7%10,0821.6%Retail/WholesaleDEODiageo$3,533,759$125,345 ▼-3.4%35,0431.5%Consumer StaplesIVEiShares S&P 500 Value ETF$2,979,343$12,116 ▲0.4%15,2461.3%ETFSIMPLIFY EXCHANGE TRADED FUN$2,767,022$902,121 ▼-24.6%55,2411.2%MBS ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$2,478,694$151,285 ▲6.5%95,6841.1%ETFPGProcter & Gamble$1,862,087$20,233 ▼-1.1%11,6880.8%Consumer StaplesAMZNAmazon.com$1,611,858$256,686 ▲18.9%7,3470.7%Retail/WholesalePMPhilip Morris International$1,488,522$29,869 ▲2.0%8,1730.6%Consumer StaplesBRK.ABerkshire Hathaway$1,457,6000.0%20.6%FinanceIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,390,491$235,890 ▼-14.5%59,6010.6%ETFSCHXSchwab US Large-Cap ETF$1,228,468$113,856 ▲10.2%50,2690.5%ETFBACBank of America$1,157,893$107,134 ▼-8.5%24,4690.5%FinanceJNJJohnson & Johnson$1,157,748$78,212 ▼-6.3%7,5790.5%MedicalCOFCapital One Financial$1,083,839$90,852 ▲9.1%5,0940.5%FinanceIVWiShares S&P 500 Growth ETF$1,048,3750.0%9,5220.4%ETFLMTLockheed Martin$1,016,203$60,676 ▲6.3%2,1940.4%AerospaceGOOGAlphabet$976,647$4,257 ▼-0.4%5,5060.4%Computer and TechnologyISHARES TR$896,024$67,389 ▼-7.0%34,2910.4%IBONDS DEC 2034CSXCSX$875,882$24,277 ▼-2.7%26,8430.4%TransportationSPYSPDR S&P 500 ETF Trust$865,2490.0%1,4000.4%FinanceORCLOracle$861,839$1,530 ▼-0.2%3,9420.4%Computer and TechnologyXLGInvesco S&P 500 Top 50 ETF$847,249$41,472 ▼-4.7%16,2620.4%ETFCRWDCrowdStrike$791,468$74,359 ▲10.4%1,5540.3%Computer and TechnologyCVXChevron$791,137$37,946 ▲5.0%5,5250.3%EnergyPEPPepsiCo$778,580$27,462 ▲3.7%5,8970.3%Consumer StaplesLLYEli Lilly and Company$763,601$103,632 ▼-11.9%9800.3%MedicalIJHiShares Core S&P Mid-Cap ETF$730,178$3,473 ▲0.5%11,7730.3%ETFWMWaste Management$694,400$1,602 ▼-0.2%3,0350.3%Business ServicesDDominion Energy$687,133$8,874 ▲1.3%12,1570.3%UtilitiesIVViShares Core S&P 500 ETF$681,096$15,522 ▲2.3%1,0970.3%ETFMELIMercadoLibre$656,021$10,455 ▲1.6%2510.3%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$622,737$353,225 ▲131.1%2,7450.3%ETFNVDANVIDIA$610,473$254,206 ▲71.4%3,8640.3%Computer and TechnologyBRK.BBerkshire Hathaway$540,662$59,750 ▲12.4%1,1130.2%FinanceSCHDSchwab US Dividend Equity ETF$508,403$24,089 ▲5.0%19,1850.2%ETFPRVTIntelligent Real Estate ETF$479,083$1,314,835 ▼-73.3%24,4680.2%ETFIDXXIDEXX Laboratories$476,806$9,654 ▼-2.0%8890.2%MedicalSCHBSchwab US Broad Market ETF$448,058$61,744 ▲16.0%18,8020.2%ETFLOWLowe's Companies$410,238$2,884 ▲0.7%1,8490.2%Retail/WholesaleIBDQiShares iBonds Dec 2025 Term Corporate ETF$401,797$233,116 ▼-36.7%15,9570.2%ETFABBVAbbVie$388,464$10,394 ▲2.7%2,0930.2%MedicalNSCNorfolk Southern$375,882$1,280 ▼-0.3%1,4680.2%TransportationSPLVInvesco S&P 500 Low Volatility ETF$374,179$26,581 ▼-6.6%5,1380.2%ETFOEFiShares S&P 100 ETF$371,254$14,911 ▼-3.9%1,2200.2%ETFSSICSilver Spike Investment$367,332$367,332 ▲New Holding35,4910.2%FinanceABTAbbott Laboratories$358,522$14,145 ▲4.1%2,6360.2%MedicalMTBM&T Bank$339,903$45,010 ▲15.3%1,7520.1%FinanceMETAMeta Platforms$339,678$339,678 ▲New Holding4600.1%Computer and TechnologyJEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF$338,330$75,381 ▼-18.2%7,8590.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$308,197$8,588 ▼-2.7%10,5510.1%ETFPHParker-Hannifin$308,0540.0%4410.1%IndustrialsXOMExxon Mobil$303,969$27,055 ▲9.8%2,8200.1%EnergyVUGVanguard Growth ETF$297,3140.0%6780.1%ETFVOOVanguard S&P 500 ETF$278,966$24,431 ▲9.6%4910.1%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$263,547$9,287 ▲3.7%2,9230.1%ManufacturingAVGOBroadcom$254,808$254,808 ▲New Holding9240.1%Computer and TechnologyELVElevance Health$254,468$102,721 ▼-28.8%6540.1%MedicalBMYBristol Myers Squibb$231,896$31,521 ▲15.7%5,0100.1%MedicalIYWiShares U.S. Technology ETF$226,655$226,655 ▲New Holding1,3080.1%ManufacturingSDYSPDR S&P Dividend ETF$220,586$1,493 ▲0.7%1,6250.1%ETFDOVDover$217,503$3,665 ▲1.7%1,1870.1%IndustrialsGSThe Goldman Sachs Group$206,395$206,395 ▲New Holding2920.1%FinanceJAAAJanus Henderson AAA CLO ETF$0$13,695,757 ▼-100.0%00.0%ETFCALFPacer US Small Cap Cash Cows ETF$0$7,932,363 ▼-100.0%00.0%ETFACNAccenture$0$2,698,210 ▼-100.0%00.0%Computer and TechnologyIWMiShares Russell 2000 ETF$0$1,036,151 ▼-100.0%00.0%FinanceXLVHealth Care Select Sector SPDR Fund$0$543,500 ▼-100.0%00.0%ETFJBBBJanus Henderson B-BBB CLO ETF$0$469,958 ▼-100.0%00.0%ETFKNSLKinsale Capital Group$0$350,918 ▼-100.0%00.0%FinanceVBFCVillage Bank and Trust Financial$0$329,422 ▼-100.0%00.0%FinanceDELLDell Technologies$0$217,575 ▼-100.0%00.0%Computer and TechnologyKGCKinross Gold$0$126,100 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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