The Analysis of Seneca Financial Advisors LLC's Holdings
Currently, Seneca Financial Advisors LLC holds 63 types of securities in its portfolio with a total value $306.3M. In the most recent quarter, they have increased their positions in STIP (+97.5K shares, valued at $10.1M), VXUS (+110.0K shares, valued at $8.1M), EFG (+50.1K shares, valued at $5.7M); decreased their positions in SCHO (-86.7K shares, valued at $2.1M), SCHC (-11.8K shares, valued at $539.3K), SCHV (-17.8K shares, valued at $517.0K); initiated new positions in RTX (+1.4K shares, valued at $229.0K), CAT (+479 shares, valued at $228.7K), HD (+534 shares, valued at $216.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VIG VANGUARD SPECIALIZED FUNDS147.0K shares-0.36%2025-09-302025-10-23
SCHG SCHWAB STRATEGIC TR815.8K shares2.34%2025-09-302025-10-23 GOVT ISHARES TR967.9K shares7.29%2025-09-302025-10-23 STIP ISHARES TR200.5K shares94.65%2025-09-302025-10-23 SCHM SCHWAB STRATEGIC TR696.2K shares16.79%2025-09-302025-10-23 VTEB VANGUARD MUN BD FDS391.4K shares30.59%2025-09-302025-10-23 VXUS VANGUARD STAR FDS258.4K shares74.09%2025-09-302025-10-23 SCHV SCHWAB STRATEGIC TR634.7K shares-2.72%2025-09-302025-10-23 EFG ISHARES TR129.1K shares63.46%2025-09-302025-10-23 VYM VANGUARD WHITEHALL FDS95.5K shares3.88%2025-09-302025-10-23 SCHF SCHWAB STRATEGIC TR567.9K shares3.76%2025-09-302025-10-23 SCHA SCHWAB STRATEGIC TR436.6K shares7.45%2025-09-302025-10-23 SCHE SCHWAB STRATEGIC TR292.9K shares-2.35%2025-09-302025-10-23 VWO VANGUARD INTL EQUITY INDEX F134.8K shares-3.94%2025-09-302025-10-23 EFV ISHARES TR97.3K shares-0.02%2025-09-302025-10-23 IWB ISHARES TR14.7K shares0.13%2025-09-302025-10-23 NDSN NORDSON CORP15.0K shares-1.57%2025-09-302025-10-23 VMBS VANGUARD SCOTTSDALE FDS69.0K shares3.21%2025-09-302025-10-23 SCHX SCHWAB STRATEGIC TR120.5K shares3.62%2025-09-302025-10-23 IUSB ISHARES TR60.0K shares0.20%2025-09-302025-10-23 XOM EXXON MOBIL CORP21.1K shares0.00%2025-09-302025-10-23 IWM ISHARES TR8.9K shares0.22%2025-09-302025-10-23 MSFT MICROSOFT CORP3.5K shares-0.60%2025-09-302025-10-23 AAPL APPLE INC6.8K shares-1.41%2025-09-302025-10-23 GDX VANECK ETF TRUST21.3K shares0.22%2025-09-302025-10-23 IVV ISHARES TR2.4K shares0.13%2025-09-302025-10-23 VTI VANGUARD INDEX FDS4.7K shares0.25%2025-09-302025-10-23 WDIV SPDR INDEX SHS FDS20.9K shares-1.99%2025-09-302025-10-23 IWF ISHARES TR3.1K shares0.10%2025-09-302025-10-23 SCHZ SCHWAB STRATEGIC TR59.6K shares0.22%2025-09-302025-10-23 IWD ISHARES TR6.6K shares-12.41%2025-09-302025-10-23 SCHC SCHWAB STRATEGIC TR28.4K shares-29.41%2025-09-302025-10-23 SPDW SPDR INDEX SHS FDS27.1K shares0.39%2025-09-302025-10-23 IWR ISHARES TR12.0K shares-12.30%2025-09-302025-10-23 SCHO SCHWAB STRATEGIC TR41.6K shares-67.59%2025-09-302025-10-23 VUG VANGUARD INDEX FDS1.7K shares0.00%2025-09-302025-10-23 AMZN AMAZON COM INC3.6K shares0.00%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR1.1K shares5.09%2025-09-302025-10-23 NVDA NVIDIA CORPORATION3.8K shares-3.27%2025-09-302025-10-23 AMGN AMGEN INC1.6K shares0.00%2025-09-302025-10-23 VO VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-10-23 GOOG ALPHABET INC1.5K shares-2.63%2025-09-302025-10-23 AVGO BROADCOM INC1.0K shares0.00%2025-09-302025-10-23 GOOGL ALPHABET INC1.4K shares0.00%2025-09-302025-10-23 BNL BROADSTONE NET LEASE INC17.9K shares0.00%2025-09-302025-10-23 PAYX PAYCHEX INC2.3K shares0.26%2025-09-302025-10-23 QQQ INVESCO QQQ TR479 shares0.00%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL568 shares21.89%2025-09-302025-10-23 XYL XYLEM INC1.8K shares0.00%2025-09-302025-10-23 GGG GRACO INC3.0K shares0.00%2025-09-302025-10-23 VOO VANGUARD INDEX FDS410 shares0.24%2025-09-302025-10-23 IEFA ISHARES TR2.8K shares0.00%2025-09-302025-10-23 RTX RTX CORPORATION1.4K sharesnew addition2025-09-302025-10-23 CAT CATERPILLAR INC479 sharesnew addition2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.713 shares0.00%2025-09-302025-10-23 DVY ISHARES TR1.6K shares0.58%2025-09-302025-10-23 DIA SPDR DOW JONES INDL AVERAGE481 shares0.00%2025-09-302025-10-23 IUSG ISHARES TR1.4K shares0.15%2025-09-302025-10-23 MCD MCDONALDS CORP715 shares0.00%2025-09-302025-10-23 HD HOME DEPOT INC534 sharesnew addition2025-09-302025-10-23 EFA ISHARES TR2.2K shares0.00%2025-09-302025-10-23 AES AES CORP10.4K shares0.00%2025-09-302025-10-23 BFLY BUTTERFLY NETWORK INC53.5K shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available