Stony Point Wealth Management
Latest statistics and disclosures from Seneca House Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSP, JAAA, MKL, MSFT, IBDX, and represent 31.08% of Seneca House Advisors's stock portfolio.
- Added to shares of these 10 stocks: MKL, STWD, VYM, IBDX, AMZN, WPC, MTBA, LMT, GOOGL, KNSL.
- Reduced shares in these 10 stocks: JAAA (-$5.2M), JBBB, AAPL, RSP, JPM, PFGC, SCHA, ACN, , IYW.
- Sold out of its positions in IYW, MRK, PJT, SCHA.
- Seneca House Advisors was a net seller of stock by $-5.7M.
- Seneca House Advisors has $235M in assets under management (AUM), dropping by -6.90%.
- Central Index Key (CIK): 0001731359
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Portfolio Holdings for Seneca House Advisors
Seneca House Advisors holds 86 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 10.4 | $24M | 141k | 173.23 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 5.8 | $14M | -27% | 270k | 50.71 |
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| Markel Corporation (MKL) | 5.3 | $13M | +7% | 6.7k | 1869.57 |
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| Microsoft Corporation (MSFT) | 4.9 | $12M | 31k | 375.39 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 4.6 | $11M | +5% | 435k | 24.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $10M | 67k | 154.64 |
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| Starwood Property Trust (STWD) | 4.0 | $9.4M | +7% | 478k | 19.77 |
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| JPMorgan Chase & Co. (JPM) | 3.8 | $9.0M | -2% | 37k | 245.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.8 | $8.8M | 19k | 468.93 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 3.4 | $7.9M | 212k | 37.50 |
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| Altria (MO) | 3.1 | $7.2M | 120k | 60.02 |
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| Wp Carey (WPC) | 3.1 | $7.2M | +2% | 114k | 63.11 |
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| Oneok (OKE) | 3.0 | $7.0M | 71k | 99.22 |
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| Blackstone Group Inc Com Cl A (BX) | 2.9 | $6.7M | 48k | 139.78 |
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| Vulcan Materials Company (VMC) | 2.8 | $6.5M | 28k | 233.30 |
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| Charles Schwab Corporation (SCHW) | 2.4 | $5.5M | 71k | 78.28 |
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| Performance Food (PFGC) | 2.3 | $5.5M | -4% | 70k | 78.63 |
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| Thermo Fisher Scientific (TMO) | 2.1 | $4.9M | -2% | 9.9k | 497.60 |
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| Apple (AAPL) | 2.0 | $4.6M | -7% | 21k | 222.13 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.7 | $4.1M | +16% | 32k | 128.92 |
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| Diageo Spon Adr New (DEO) | 1.6 | $3.8M | -3% | 36k | 104.79 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.6 | $3.7M | +5% | 73k | 50.14 |
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| Home Depot (HD) | 1.5 | $3.5M | 9.5k | 366.49 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.2 | $2.9M | 15k | 190.58 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $2.7M | -7% | 8.6k | 312.04 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 1.0 | $2.3M | 90k | 25.56 |
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| Procter & Gamble Company (PG) | 0.9 | $2.0M | -6% | 12k | 170.42 |
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| Tidal Etf Tr Trust Intelligen (REAI) | 0.8 | $1.9M | -7% | 92k | 20.20 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.7 | $1.6M | +2% | 70k | 23.13 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $1.6M | 2.00 | 798441.50 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.3M | -5% | 8.1k | 165.84 |
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| Philip Morris International (PM) | 0.5 | $1.3M | 8.0k | 158.73 |
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| Amazon (AMZN) | 0.5 | $1.2M | +23% | 6.2k | 190.26 |
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| Bank of America Corporation (BAC) | 0.5 | $1.1M | -2% | 27k | 41.73 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.0M | -14% | 5.2k | 199.49 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $1.0M | 46k | 22.08 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.4 | $951k | +8% | 37k | 25.79 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $922k | +21% | 2.1k | 446.71 |
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| Eli Lilly & Co. (LLY) | 0.4 | $920k | -7% | 1.1k | 826.23 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $884k | 9.5k | 92.83 |
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| Chevron Corporation (CVX) | 0.4 | $880k | 5.3k | 167.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $864k | 5.5k | 156.23 |
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| Pepsi (PEP) | 0.4 | $853k | -8% | 5.7k | 149.94 |
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| Capital One Financial (COF) | 0.4 | $837k | 4.7k | 179.29 |
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| CSX Corporation (CSX) | 0.3 | $812k | 28k | 29.43 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $785k | 17k | 46.02 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $783k | 1.4k | 559.56 |
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| Waste Management (WM) | 0.3 | $704k | -3% | 3.0k | 231.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $684k | 12k | 58.35 |
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| Dominion Resources (D) | 0.3 | $673k | 12k | 56.07 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.3 | $634k | -7% | 25k | 25.15 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $602k | -2% | 1.1k | 561.83 |
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| Oracle Corporation (ORCL) | 0.2 | $552k | -13% | 3.9k | 139.81 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $544k | 3.7k | 146.02 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $527k | +3% | 990.00 | 532.58 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $511k | -2% | 18k | 27.96 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $496k | +9% | 1.4k | 352.58 |
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| MercadoLibre (MELI) | 0.2 | $482k | +3% | 247.00 | 1950.87 |
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| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.2 | $470k | -55% | 9.7k | 48.67 |
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| Lowe's Companies (LOW) | 0.2 | $428k | 1.8k | 233.23 |
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| Abbvie (ABBV) | 0.2 | $427k | 2.0k | 209.50 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $411k | 5.5k | 74.73 |
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| Anthem (ELV) | 0.2 | $399k | -18% | 918.00 | 435.13 |
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| IDEXX Laboratories (IDXX) | 0.2 | $381k | 907.00 | 419.95 |
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| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.2 | $368k | -9% | 9.6k | 38.26 |
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| Kinsale Cap Group (KNSL) | 0.1 | $351k | +50% | 721.00 | 486.71 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $349k | -10% | 16k | 21.53 |
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| Norfolk Southern (NSC) | 0.1 | $349k | -5% | 1.5k | 236.92 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $344k | 1.3k | 270.88 |
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| Abbott Laboratories (ABT) | 0.1 | $336k | 2.5k | 132.65 |
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| Village Bk & Tr Finl Corp Com New (VBFC) | 0.1 | $329k | 4.1k | 80.21 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $306k | +5% | 2.6k | 118.94 |
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| M&T Bank Corporation (MTB) | 0.1 | $272k | -21% | 1.5k | 178.75 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $272k | 11k | 25.04 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $268k | 441.00 | 607.88 |
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| Bristol Myers Squibb (BMY) | 0.1 | $264k | 4.3k | 60.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $252k | 678.00 | 370.92 |
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| NVIDIA Corporation (NVDA) | 0.1 | $244k | +4% | 2.3k | 108.38 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $230k | +15% | 448.00 | 514.04 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $229k | +5% | 1.2k | 193.04 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $219k | 1.6k | 135.68 |
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| Dell Technologies CL C (DELL) | 0.1 | $218k | -4% | 2.4k | 91.15 |
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| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $208k | 2.8k | 73.62 |
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| Dover Corporation (DOV) | 0.1 | $205k | 1.2k | 175.68 |
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| Kinross Gold Corp (KGC) | 0.1 | $126k | -9% | 10k | 12.61 |
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| Nextera Energy (NEE) | 0.0 | $0 | +4% | 65k | 0.00 |
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Past Filings by Seneca House Advisors
SEC 13F filings are viewable for Seneca House Advisors going back to 2017
- Seneca House Advisors 2025 Q1 filed April 11, 2025
- Seneca House Advisors 2024 Q4 filed Jan. 21, 2025
- Seneca House Advisors 2024 Q3 filed Oct. 4, 2024
- Seneca House Advisors 2024 Q2 filed July 12, 2024
- Seneca House Advisors 2024 Q1 filed April 18, 2024
- Seneca House Advisors 2023 Q4 filed Jan. 10, 2024
- Seneca House Advisors 2023 Q3 filed Oct. 13, 2023
- Seneca House Advisors 2023 Q2 filed July 20, 2023
- Seneca House Advisors 2023 Q1 filed April 11, 2023
- Seneca House Advisors 2022 Q4 filed Jan. 31, 2023
- Seneca House Advisors 2022 Q3 filed Oct. 7, 2022
- Seneca House Advisors 2022 Q2 filed Aug. 3, 2022
- Stony Point Wealth Management 2022 Q1 filed April 14, 2022
- Stony Point Wealth Management 2021 Q4 filed Feb. 2, 2022
- Stony Point Wealth Management 2021 Q3 filed Oct. 14, 2021
- Stony Point Wealth Management 2021 Q2 filed July 29, 2021