Seneca Financial Advisors

Seneca Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 55 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 14.1 $29M 145k 195.83
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.9 $20M 714k 27.87
Ishares Tr Us Treas Bd Etf (GOVT) 9.0 $18M 785k 22.98
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 8.4 $17M 651k 26.07
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.2 $13M 453k 27.71
Vanguard Whitehall Fds High Div Yld (VYM) 5.2 $11M 83k 127.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 5.2 $11M 209k 50.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.7 $9.4M 510k 18.50
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.6 $9.2M 357k 25.86
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.9 $7.9M 296k 26.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $5.9M 134k 44.04
Ishares Tr Eafe Value Etf (EFV) 2.6 $5.2M 100k 52.47
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.6 $5.1M 213k 24.06
Ishares Tr Rus 1000 Etf (IWB) 2.4 $4.8M 15k 322.16
Nordson Corporation (NDSN) 1.7 $3.4M 16k 209.24
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $2.7M 116k 23.18
Exxon Mobil Corporation (XOM) 1.1 $2.3M 21k 107.57
Ishares Tr Russell 2000 Etf (IWM) 1.0 $1.9M 8.7k 220.97
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.9 $1.8M 53k 34.33
Apple (AAPL) 0.9 $1.8M 7.1k 250.44
Ishares Tr Core Total Usd (IUSB) 0.8 $1.6M 37k 45.20
Microsoft Corporation (MSFT) 0.7 $1.5M 3.6k 421.48
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.4M 2.4k 588.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $1.4M 7.6k 185.12
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.7 $1.4M 22k 62.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.4M 4.7k 289.81
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $1.3M 29k 45.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.3M 3.1k 401.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $1.3M 55k 22.70
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $1.2M 14k 88.40
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $1.2M 13k 96.83
Amazon (AMZN) 0.4 $790k 3.6k 219.39
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $720k 21k 33.91
Vanguard Index Fds Growth Etf (VUG) 0.3 $695k 1.7k 410.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $587k 1.0k 586.31
NVIDIA Corporation (NVDA) 0.3 $551k 4.1k 134.29
Amgen (AMGN) 0.2 $408k 1.6k 260.64
Paychex (PAYX) 0.2 $341k 2.4k 140.22
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $335k 1.3k 264.05
Broadstone Net Lease (BNL) 0.1 $285k 18k 15.86
Gra (GGG) 0.1 $253k 3.0k 84.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $245k 479.00 511.23
Alphabet Cap Stk Cl C (GOOG) 0.1 $244k 1.3k 190.39
Broadcom (AVGO) 0.1 $234k 1.0k 231.84
Thomson Reuters Corp. (TRI) 0.1 $226k 1.4k 160.38
Alphabet Cap Stk Cl A (GOOGL) 0.1 $225k 1.2k 189.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $218k 404.00 538.68
salesforce (CRM) 0.1 $215k 642.00 334.30
Xylem (XYL) 0.1 $212k 1.8k 116.02
Constellation Brands Cl A (STZ) 0.1 $211k 955.00 220.89
McDonald's Corporation (MCD) 0.1 $207k 715.00 289.89
Ishares Tr Select Divid Etf (DVY) 0.1 $203k 1.5k 131.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $201k 442.00 453.57
Butterfly Network Com Cl A (BFLY) 0.1 $167k 54k 3.12
AES Corporation (AES) 0.1 $134k 10k 12.87