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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Seneca-House-Advisors
Data Enrichment
79% identified68 identified18 unidentified
Holdings
86 positions • $230.6M total value
Manager:
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33738R118
Shares:2.8K
Value:$207.6K
% of Portfolio:0.1% ($207.6K/$230.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.6K | QoQ +0.62% (+10)YoY +4.26% (+66) | All Managers (Combined) | $219.0K | 0.1% ($219.0K/$230.6M) | ||
| 2.4K | QoQ -4.09% (-102)YoY +4.00% (-92) | All Managers (Combined) | $217.6K | 0.1% ($217.6K/$230.6M) | ||
(cusip33738R118)✕ | 2.8K | QoQ +0.07% (-2)YoY -9.38% (-292) | All Managers (Combined) | $207.6K | 0.1% ($207.6K/$230.6M) | |
DOVER Corp(DOVcusip260003108) | 1.2K | QoQ -0.08% (-1)YoY +1.03% (+12) | All Managers (Combined) | $205.0K | 0.1% ($205.0K/$230.6M) | |
| 10.0K | All Managers (Combined) | $126.1K | 0.1% ($126.1K/$230.6M) | |||
| 65.4K | All Managers (Combined) | $0 | 0.0% ($0/$230.6M) |