The Analysis of Seneca House Advisors's Holdings


Currently, Seneca House Advisors holds 90 types of securities in its portfolio with a total value $247.5M. In the most recent quarter, they have increased their positions in MAR (+9.5K shares, valued at $2.5M), KR (+31.6K shares, valued at $2.1M), TJX (+14.5K shares, valued at $2.1M); decreased their positions in RSP (-36.8K shares, valued at $7.0M), GOOGL (-12.5K shares, valued at $3.0M), NEE (-33.2K shares, valued at $2.5M); initiated new positions in MAR (+9.5K shares, valued at $2.5M), KR (+31.6K shares, valued at $2.1M), TJX (+14.5K shares, valued at $2.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
RSP INVESCO EXCHANGE TRADED FD T132.6K shares-21.73%2025-09-302025-10-10history
GOOGL ALPHABET INC61.9K shares-16.85%2025-09-302025-10-10history
MSFT MICROSOFT CORP28.6K shares-9.65%2025-09-302025-10-10history
MKL MARKEL GROUP INC7.7K shares8.42%2025-09-302025-10-10history
IBDX ISHARES TR469.7K shares11.35%2025-09-302025-10-10history
QQQ INVESCO QQQ TR18.1K shares-1.16%2025-09-302025-10-10history
STWD STARWOOD PPTY TR INC545.9K shares2.20%2025-09-302025-10-10history
JPM JPMORGAN CHASE & CO.33.3K shares-6.66%2025-09-302025-10-10history
Sponsored
VMC VULCAN MATLS CO27.9K shares1.05%2025-09-302025-10-10history
WPC WP CAREY INC121.4K shares2.54%2025-09-302025-10-10history
BX BLACKSTONE INC45.5K shares-6.98%2025-09-302025-10-10history
MO ALTRIA GROUP INC106.9K shares-10.01%2025-09-302025-10-10history
OKE ONEOK INC NEW88.5K shares2.68%2025-09-302025-10-10history
SCHW SCHWAB CHARLES CORP56.5K shares-6.69%2025-09-302025-10-10history
VYM VANGUARD WHITEHALL FDS37.0K shares2.75%2025-09-302025-10-10history
AAPL APPLE INC19.9K shares1.15%2025-09-302025-10-10history
Sponsored
JSI JANUS DETROIT STR TR96.8K shares33.89%2025-09-302025-10-10history
TMO THERMO FISHER SCIENTIFIC INC9.2K shares-3.79%2025-09-302025-10-10history
HD HOME DEPOT INC10.4K shares2.68%2025-09-302025-10-10history
PFGC PERFORMANCE FOOD GROUP CO30.8K shares-28.27%2025-09-302025-10-10history
IVE ISHARES TR15.3K shares0.18%2025-09-302025-10-10history
MTBA SIMPLIFY EXCHANGE TRADED FUN58.4K shares5.73%2025-09-302025-10-10history
NEE NEXTERA ENERGY INC34.5K shares-49.05%2025-09-302025-10-10history
MELI MERCADOLIBRE INC1.1K shares343.03%2025-09-302025-10-10history
Sponsored
IBDY ISHARES TR94.1K shares-1.64%2025-09-302025-10-10history
MAR MARRIOTT INTL INC NEW9.5K sharesnew addition2025-09-302025-10-10history
KR KROGER CO31.6K sharesnew addition2025-09-302025-10-10history
TJX TJX COS INC NEW14.5K sharesnew addition2025-09-302025-10-10history
PG PROCTER AND GAMBLE CO11.1K shares-5.22%2025-09-302025-10-10history
AMZN AMAZON COM INC7.0K shares-5.27%2025-09-302025-10-10history
JAAA JANUS DETROIT STR TR30.0K sharesnew addition2025-09-302025-10-10history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-10history
Sponsored
SCHX SCHWAB STRATEGIC TR57.1K shares13.61%2025-09-302025-10-10history
IBDU ISHARES TR62.5K shares4.82%2025-09-302025-10-10history
JNJ JOHNSON & JOHNSON7.4K shares-2.73%2025-09-302025-10-10history
GOOG ALPHABET INC5.5K shares0.51%2025-09-302025-10-10history
PM PHILIP MORRIS INTL INC8.1K shares-1.44%2025-09-302025-10-10history
BAC BANK AMERICA CORP24.1K shares-1.34%2025-09-302025-10-10history
IVW ISHARES TR9.5K shares-0.16%2025-09-302025-10-10history
COF CAPITAL ONE FINL CORP5.4K shares5.50%2025-09-302025-10-10history
Sponsored
ORCL ORACLE CORP4.0K shares1.17%2025-09-302025-10-10history
CRWD CROWDSTRIKE HLDGS INC2.2K shares40.15%2025-09-302025-10-10history
LMT LOCKHEED MARTIN CORP2.1K shares-3.42%2025-09-302025-10-10history
IBDZ ISHARES TR36.1K shares5.40%2025-09-302025-10-10history
XLG INVESCO EXCHANGE TRADED FD T16.5K shares1.32%2025-09-302025-10-10history
SPY SPDR S&P 500 ETF TR1.4K shares0.00%2025-09-302025-10-10history
PEP PEPSICO INC6.6K shares12.45%2025-09-302025-10-10history
CSX CSX CORP25.5K shares-5.14%2025-09-302025-10-10history
Sponsored
CVX CHEVRON CORP NEW5.7K shares2.35%2025-09-302025-10-10history
NVDA NVIDIA CORPORATION4.6K shares18.17%2025-09-302025-10-10history
IJH ISHARES TR11.9K shares1.34%2025-09-302025-10-10history
IVV ISHARES TR1.1K shares4.56%2025-09-302025-10-10history
LLY ELI LILLY & CO989 shares0.92%2025-09-302025-10-10history
QQQM INVESCO EXCH TRADED FD TR II2.9K shares5.25%2025-09-302025-10-10history
WM WASTE MGMT INC DEL3.0K shares0.07%2025-09-302025-10-10history
D DOMINION ENERGY INC10.6K shares-12.67%2025-09-302025-10-10history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares13.48%2025-09-302025-10-10history
SCHD SCHWAB STRATEGIC TR19.2K shares0.20%2025-09-302025-10-10history
ABBV ABBVIE INC2.2K shares4.01%2025-09-302025-10-10history
SCHB SCHWAB STRATEGIC TR19.5K shares3.69%2025-09-302025-10-10history
IDXX IDEXX LABS INC761 shares-14.40%2025-09-302025-10-10history
LOW LOWES COS INC1.9K shares2.00%2025-09-302025-10-10history
NSC NORFOLK SOUTHN CORP1.5K shares-0.14%2025-09-302025-10-10history
IWM ISHARES TR1.8K sharesnew addition2025-09-302025-10-10history
Sponsored
OEF ISHARES TR1.2K shares0.08%2025-09-302025-10-10history
JMST J P MORGAN EXCHANGE TRADED F7.8K sharesnew addition2025-09-302025-10-10history
META META PLATFORMS INC520 shares13.04%2025-09-302025-10-10history
AVGO BROADCOM INC1.1K shares24.13%2025-09-302025-10-10history
SPLV INVESCO EXCH TRADED FD TR II5.1K shares0.00%2025-09-302025-10-10history
MTB M & T BK CORP1.9K shares5.65%2025-09-302025-10-10history
IBDQ ISHARES TR14.3K shares-10.63%2025-09-302025-10-10history
ABT ABBOTT LABS2.7K shares1.33%2025-09-302025-10-10history
Sponsored
SCHA SCHWAB STRATEGIC TR12.6K sharesnew addition2025-09-302025-10-10history
PH PARKER-HANNIFIN CORP448 shares1.59%2025-09-302025-10-10history
SCHG SCHWAB STRATEGIC TR10.4K shares-1.38%2025-09-302025-10-10history
XOM EXXON MOBIL CORP2.9K shares3.62%2025-09-302025-10-10history
JEMA J P MORGAN EXCHANGE TRADED F6.8K shares-12.85%2025-09-302025-10-10history
IBDR ISHARES TR13.4K sharesnew addition2025-09-302025-10-10history
VUG VANGUARD INDEX FDS678 shares0.00%2025-09-302025-10-10history
TDIV FIRST TR EXCHANGE TRADED FD2.9K shares0.24%2025-09-302025-10-10history
Sponsored
VOO VANGUARD INDEX FDS432 shares-12.02%2025-09-302025-10-10history
LIEN CHICAGO ATLANTIC BDC INC24.7K shares-30.34%2025-09-302025-10-10history
IYW ISHARES TR1.3K shares0.00%2025-09-302025-10-10history
LRCX LAM RESEARCH CORP1.8K sharesnew addition2025-09-302025-10-10history
GS GOLDMAN SACHS GROUP INC292 shares0.00%2025-09-302025-10-10history
SDY SPDR SERIES TRUST1.6K shares0.62%2025-09-302025-10-10history
DELL DELL TECHNOLOGIES INC1.6K sharesnew addition2025-09-302025-10-10history
TSLA TESLA INC484 sharesnew addition2025-09-302025-10-10history
Sponsored
ELV ELEVANCE HEALTH INC FORMERLY648 shares-0.92%2025-09-302025-10-10history
UNH UNITEDHEALTH GROUP INC589 sharesnew addition2025-09-302025-10-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available