Seneca-House-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ACN",
  "ABT",
  "ABBV",
  "GOOGL",
  "LOW",
  "COF",
  "D",
  "HD",
  null,
  null,
  "IVW",
  "IJH",
  "KNSL",
  "KGC",
  "MSFT",
  "BX",
  "ORCL",
  "OKE",
  null,
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  null,
  null,
  null,
  null,
  "SCHX",
  "TMO",
  "SCHW",
  null,
  null,
  null,
  null,
  "VYM",
  "STWD",
  "SDY",
  "DOV",
  "DEO",
  "WM",
  null,
  "IDXX",
  "AMZN",
  "SCHB",
  "IVE",
  "VUG",
  "VOO",
  "WPC",
  "MTB",
  "SCHD",
  "SCHG",
  "NSC",
  "MKL",
  "PFGC",
  null,
  "MELI",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CVX",
  "CRWD",
  "CSX",
  "DELL",
  "RSP",
  "VMC",
  "NEE",
  "QQQ",
  "IWM",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "PH",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 86
Total Value: 230643733
Accession Number: 0001085146-25-002062
Form Type: 13F-HR
CIK: seneca-house-advisors
Manager Name: Seneca-House-Advisors

Data Enrichment

79% identified

68 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

86 positions • $230.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 5

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Alphabet Inc.

GOOG|02079K107

Shares:5.5K

Value:$863.9K

% of Portfolio:0.4% ($863.9K/$230.6M)

PEPSICO INC

PEP|713448108

Shares:5.7K

Value:$853.0K

% of Portfolio:0.4% ($853.0K/$230.6M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:4.7K

Value:$836.8K

% of Portfolio:0.4% ($836.8K/$230.6M)

CSX CORP

CSX|126408103

Shares:27.6K

Value:$811.9K

% of Portfolio:0.4% ($811.9K/$230.6M)

46137V233

Shares:17.1K

Value:$785.0K

% of Portfolio:0.3% ($785.0K/$230.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.4K

Value:$783.4K

% of Portfolio:0.3% ($783.4K/$230.6M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:3.0K

Value:$704.3K

% of Portfolio:0.3% ($704.3K/$230.6M)

464287507

IJH|464287507

Shares:11.7K

Value:$683.7K

% of Portfolio:0.3% ($683.7K/$230.6M)

DOMINION ENERGY, INC

D|25746U109

Shares:12.0K

Value:$672.9K

% of Portfolio:0.3% ($672.9K/$230.6M)

46434VBD1

Shares:25.2K

Value:$634.2K

% of Portfolio:0.3% ($634.2K/$230.6M)

464287200

IVV|464287200

Shares:1.1K

Value:$602.3K

% of Portfolio:0.3% ($602.3K/$230.6M)

ORACLE CORP

ORCL|68389X105

Shares:3.9K

Value:$552.1K

% of Portfolio:0.2% ($552.1K/$230.6M)

81369Y209

Shares:3.7K

Value:$543.5K

% of Portfolio:0.2% ($543.5K/$230.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:990

Value:$527.3K

% of Portfolio:0.2% ($527.3K/$230.6M)

808524797

SCHD|808524797

Shares:18.3K

Value:$511.0K

% of Portfolio:0.2% ($511.0K/$230.6M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.4K

Value:$496.4K

% of Portfolio:0.2% ($496.4K/$230.6M)

MERCADOLIBRE INC

MELI|58733R102

Shares:247

Value:$481.9K

% of Portfolio:0.2% ($481.9K/$230.6M)

47103U753

Shares:9.7K

Value:$470.0K

% of Portfolio:0.2% ($470.0K/$230.6M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.8K

Value:$428.2K

% of Portfolio:0.2% ($428.2K/$230.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.0K

Value:$426.7K

% of Portfolio:0.2% ($426.7K/$230.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	5.5K	QoQ +0.01% (-1) YoY -5.06% (-295)	All Managers (Combined)	$863.9K	0.4% ($863.9K/$230.6M)	QoQ -17.95% (-$189.0K) YoY -2.59% (-$23.0K)
PEPSICO INC(PEPcusip713448108)	5.7K	QoQ -8.68% (-541) YoY -20.22% (-1.4K)	All Managers (Combined)	$853.0K	0.4% ($853.0K/$230.6M)	QoQ -9.95% (-$94.3K) YoY -31.64% (-$394.9K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	4.7K	QoQ -1.70% (-81) YoY -0.93% (-44)	All Managers (Combined)	$836.8K	0.4% ($836.8K/$230.6M)	QoQ -1.16% (-$9.9K) YoY +19.29% (-$135.4K)
CSX CORP(CSXcusip126408103)	27.6K	QoQ +0.05% (-15) YoY +0.30% (-85)	All Managers (Combined)	$811.9K	0.4% ($811.9K/$230.6M)	QoQ -8.75% (-$77.9K) YoY -20.36% (-$207.6K)
(cusip46137V233)✕	17.1K	QoQ +0.11% (-20) YoY +0.17% (+30)	All Managers (Combined)	$785.0K	0.3% ($785.0K/$230.6M)	QoQ -7.77% (-$66.2K) YoY +9.42% (+$67.6K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.4K	QoQ 0.00% (-0) YoY -2.16% (-31)	All Managers (Combined)	$783.4K	0.3% ($783.4K/$230.6M)	QoQ -4.55% (-$37.4K) YoY +4.62% (-$34.6K)
WASTE MANAGEMENT INC(WMcusip94106L109)	3.0K	QoQ -3.85% (-122) YoY -13.75% (-485)	All Managers (Combined)	$704.3K	0.3% ($704.3K/$230.6M)	QoQ +10.31% (-$65.9K) YoY -6.31% (-$47.5K)
(IJHcusip464287507)	11.7K	QoQ +0.05% (-6) YoY -6.45% (-809)	All Managers (Combined)	$683.7K	0.3% ($683.7K/$230.6M)	QoQ -6.30% (-$46.0K) YoY -10.13% (-$77.1K)
DOMINION ENERGY, INC(Dcusip25746U109)	12.0K	QoQ +0.25% (+30) YoY +5.68% (+645)	All Managers (Combined)	$672.9K	0.3% ($672.9K/$230.6M)	QoQ +4.36% (+$28.1K) YoY +20.46% (+$114.3K)
(cusip46434VBD1)✕	25.2K	QoQ -7.19% (-2.0K) YoY +96.48% (+12.4K)	All Managers (Combined)	$634.2K	0.3% ($634.2K/$230.6M)	QoQ -6.82% (-$46.4K) YoY +99.18% (+$315.8K)
(IVVcusip464287200)	1.1K	QoQ -2.54% (-28) YoY +16.26% (+150)	All Managers (Combined)	$602.3K	0.3% ($602.3K/$230.6M)	QoQ -6.97% (-$45.1K) YoY +24.31% (+$117.8K)
ORACLE CORP(ORCLcusip68389X105)	3.9K	QoQ -13.47% (-615) YoY -10.39% (-458)	All Managers (Combined)	$552.1K	0.2% ($552.1K/$230.6M)	QoQ -27.41% (-$208.5K) YoY -0.27% (-$1.5K)
(cusip81369Y209)✕	3.7K	QoQ -0.72% (-27) YoY -12.93% (-553)	All Managers (Combined)	$543.5K	0.2% ($543.5K/$230.6M)	QoQ +5.39% (-$27.8K) YoY -13.94% (-$88.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	990	QoQ +3.34% (+32) YoY +1.02% (+10)	All Managers (Combined)	$527.3K	0.2% ($527.3K/$230.6M)	QoQ +21.41% (+$93.0K) YoY +27.94% (+$115.1K)
(SCHDcusip808524797)	18.3K	QoQ -2.77% (-522) YoY +170.91% (-11.5K)	All Managers (Combined)	$511.0K	0.2% ($511.0K/$230.6M)	QoQ -0.50% (-$2.6K) YoY -6.04% (-$32.9K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.4K	QoQ +9.14% (+118) YoY NEW(+1.4K)	All Managers (Combined)	$496.4K	0.2% ($496.4K/$230.6M)	QoQ +12.47% (+$55.0K) YoY NEW(+$496.4K)
MERCADOLIBRE INC(MELIcusip58733R102)	247	QoQ +3.34% (+8) YoY NEW(+247)	All Managers (Combined)	$481.9K	0.2% ($481.9K/$230.6M)	QoQ +18.56% (+$75.5K) YoY NEW(+$481.9K)
(cusip47103U753)✕	9.7K	QoQ -55.36% (-12.0K) YoY NEW(+9.7K)	All Managers (Combined)	$470.0K	0.2% ($470.0K/$230.6M)	QoQ -55.80% (-$593.4K) YoY NEW(+$470.0K)
LOWES COMPANIES INC(LOWcusip548661107)	1.8K	QoQ -0.37% (-7) YoY -6.37% (-125)	All Managers (Combined)	$428.2K	0.2% ($428.2K/$230.6M)	QoQ -5.85% (-$26.6K) YoY -14.25% (-$71.2K)
AbbVie Inc.(ABBVcusip00287Y109)	2.0K	QoQ +0.29% (+6) YoY +1.54% (+31)	All Managers (Combined)	$426.7K	0.2% ($426.7K/$230.6M)	QoQ +18.25% (+$65.9K) YoY +16.83% (+$61.5K)