Seneca House Advisors
CIK:0001731359
Investment Adviser
$380M AUM
90 holdings
Richmond, VA, USA
Seneca House Advisors is an independent fee-only firm that specializes in full-service wealth management and investment management. They aim to simplify clients' financial lives through comprehensive wealth management and investment management services.
Investment Strategy
Full-service wealth management and investment management, focusing on strategic wealth planning, portfolio management, risk management, and performance reporting
Top Buys
M
MARMARRIOTT INTL INC NEW+$2.5M
K
KRKROGER CO+$2.1M
T
TJXTJX COS INC NEW+$2.1M
M
MELIMERCADOLIBRE INC+$1.9M
G
GOOGLALPHABET INC+$1.9M
Top Sells
R
RSPINVESCO EXCHANGE TRADED FD T-$5.6M
D
DEODIAGEO PLC-$3.5M
N
NEENEXTERA ENERGY INC-$2.1M
M
MSFTMICROSOFT CORP-$930.0K
O
OKEONEOK INC NEW-$578.1K
Top Holdings
R
RSPINVESCO EXCHANGE TRADED FD T+10.2%$25.2M
G
GOOGLALPHABET INC+6.1%$15.0M
M
MSFTMICROSOFT CORP+6.0%$14.8M
M
MKLMARKEL GROUP INC+5.9%$14.6M
I
IBDXISHARES TR+4.9%$12.0M
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 10.16% | $25.2M | 132,596 | $171.14 | $189.70 | -$5.6M |
G GOOGL | ALPHABET INC | 6.07% | $15.0M | 61,856 | $111.45 | $243.10 | +$1.9M |
M MSFT | MICROSOFT CORP | 5.98% | $14.8M | 28,560 | $227.77 | $517.95 | -$930.0K |
M MKL | MARKEL GROUP INC | 5.92% | $14.6M | 7,661 | $1467.72 | $1911.36 | +$528.0K |
I IBDX | ISHARES TR | 4.86% | $12.0M | 469,690 | $24.52 | $25.62 | +$1.4M |
Industry Allocation
REAL ESTATE INVESTMENT TRUSTS
+7.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.3%
SERVICES-PREPACKAGED SOFTWARE
+6.9%
FIRE, MARINE & CASUALTY INSURANCE
+6.8%
NATIONAL COMMERCIAL BANKS
+5.2%