Seneca Financial Advisors

Seneca Financial Advisors as of March 31, 2025

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 55 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
Vanguard Specialized Funds Div App Etf (VIG) 13.8 $29M 147k 193.99
Ishares Tr Us Treas Bd Etf (GOVT) 9.1 $19M 816k 22.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.0 $19M 745k 25.04
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 8.9 $18M 687k 26.58
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 5.9 $12M 461k 26.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 5.5 $11M 227k 49.62
Vanguard Whitehall Fds High Div Yld (VYM) 5.4 $11M 86k 128.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.1 $11M 533k 19.78
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.5 $9.3M 399k 23.43
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.0 $8.3M 302k 27.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $6.4M 142k 45.26
Ishares Tr Eafe Value Etf (EFV) 2.9 $6.0M 101k 58.94
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.5 $5.2M 212k 24.34
Ishares Tr Rus 1000 Etf (IWB) 2.2 $4.5M 15k 306.74
Nordson Corporation (NDSN) 1.5 $3.2M 16k 201.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $2.6M 116k 22.08
Exxon Mobil Corporation (XOM) 1.2 $2.5M 21k 118.93
Apple (AAPL) 0.9 $1.9M 8.4k 222.14
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.9 $1.8M 51k 35.88
Ishares Tr Russell 2000 Etf (IWM) 0.8 $1.7M 8.7k 199.49
Ishares Tr Core Total Usd (IUSB) 0.8 $1.6M 36k 46.08
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $1.4M 7.6k 188.15
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $1.4M 30k 46.31
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $1.4M 60k 23.16
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.7 $1.4M 21k 65.11
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.3M 2.4k 562.01
Microsoft Corporation (MSFT) 0.6 $1.3M 3.5k 375.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.3M 4.7k 274.84
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $1.3M 13k 100.00
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $1.2M 14k 85.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.1M 3.1k 361.12
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $976k 21k 45.97
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $968k 27k 36.41
Amazon (AMZN) 0.3 $708k 3.7k 190.26
Vanguard Index Fds Growth Etf (VUG) 0.3 $628k 1.7k 370.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $560k 1.0k 559.65
Amgen (AMGN) 0.2 $488k 1.6k 311.55
NVIDIA Corporation (NVDA) 0.2 $421k 3.9k 108.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $391k 733.00 532.78
Paychex (PAYX) 0.2 $376k 2.4k 154.31
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $328k 1.3k 258.58
Alphabet Cap Stk Cl C (GOOG) 0.2 $313k 2.0k 156.22
Broadstone Net Lease (BNL) 0.1 $306k 18k 17.04
Alphabet Cap Stk Cl A (GOOGL) 0.1 $286k 1.8k 154.63
Gra (GGG) 0.1 $251k 3.0k 83.51
McDonald's Corporation (MCD) 0.1 $246k 787.00 312.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $225k 479.00 468.92
Xylem (XYL) 0.1 $218k 1.8k 119.46
Ishares Tr Core Msci Eafe (IEFA) 0.1 $212k 2.8k 75.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $209k 406.00 514.35
Ishares Tr Select Divid Etf (DVY) 0.1 $209k 1.6k 134.25
Thomson Reuters Corp. (TRI) 0.1 $204k 1.2k 172.78
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $202k 481.00 419.88
AES Corporation (AES) 0.1 $129k 10k 12.42
Butterfly Network Com Cl A (BFLY) 0.1 $122k 54k 2.28