Seneca Financial Advisors

Seneca Financial Advisors as of June 30, 2025

Portfolio Holdings for Seneca Financial Advisors

Seneca Financial Advisors holds 61 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Funds Div App Etf (VIG) 11.6 $30M 148k 204.67
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.0 $23M 797k 29.21
Ishares Tr Us Treas Bd Etf (GOVT) 8.0 $21M 902k 22.98
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 7.0 $18M 653k 27.67
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.4 $17M 596k 28.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 5.7 $15M 300k 49.03
Vanguard Whitehall Fds High Div Yld (VYM) 4.7 $12M 92k 133.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.7 $12M 547k 22.10
Ishares Tr 0-5 Yr Tips Etf (STIP) 4.1 $11M 103k 102.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.0 $10M 406k 25.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.0 $10M 148k 69.09
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.5 $9.0M 300k 30.14
Ishares Tr Eafe Grwth Etf (EFG) 3.4 $8.8M 79k 112.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $6.9M 140k 49.46
Ishares Tr Eafe Value Etf (EFV) 2.4 $6.2M 97k 63.48
Ishares Tr Rus 1000 Etf (IWB) 1.9 $5.0M 15k 339.57
Nordson Corporation (NDSN) 1.3 $3.3M 15k 214.37
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.2 $3.1M 128k 24.38
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.2 $3.1M 67k 46.34
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.1 $2.8M 116k 24.44
Ishares Tr Core Total Usd (IUSB) 1.1 $2.8M 60k 46.23
Exxon Mobil Corporation (XOM) 0.9 $2.3M 21k 107.80
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.9M 8.8k 215.78
Microsoft Corporation (MSFT) 0.7 $1.7M 3.5k 497.42
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.7 $1.7M 40k 42.59
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.6 $1.5M 21k 70.54
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.5M 2.4k 620.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.5M 7.6k 194.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.4M 4.7k 303.93
Apple (AAPL) 0.5 $1.4M 6.9k 205.17
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $1.4M 60k 23.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.3M 3.1k 424.61
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.3M 14k 91.97
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $1.1M 21k 52.06
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $1.1M 27k 40.49
Amazon (AMZN) 0.3 $790k 3.6k 219.39
Vanguard Index Fds Growth Etf (VUG) 0.3 $742k 1.7k 438.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $619k 1.0k 617.57
NVIDIA Corporation (NVDA) 0.2 $614k 3.9k 157.99
Amgen (AMGN) 0.2 $438k 1.6k 279.21
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $355k 1.3k 279.79
Paychex (PAYX) 0.1 $333k 2.3k 145.48
Broadstone Net Lease (BNL) 0.1 $288k 18k 16.05
Broadcom (AVGO) 0.1 $278k 1.0k 275.65
Alphabet Cap Stk Cl C (GOOG) 0.1 $270k 1.5k 177.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $264k 479.00 551.64
Gra (GGG) 0.1 $258k 3.0k 85.97
Alphabet Cap Stk Cl A (GOOGL) 0.1 $241k 1.4k 176.25
Thomson Reuters Corp. (TRI) 0.1 $238k 1.2k 201.13
Xylem (XYL) 0.1 $237k 1.8k 129.36
Ishares Tr Core Msci Eafe (IEFA) 0.1 $234k 2.8k 83.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $233k 409.00 568.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $226k 466.00 485.77
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $212k 481.00 440.65
McDonald's Corporation (MCD) 0.1 $209k 715.00 292.17
Ishares Tr Select Divid Etf (DVY) 0.1 $208k 1.6k 132.81
JPMorgan Chase & Co. (JPM) 0.1 $207k 713.00 289.91
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $203k 1.3k 150.35
Ishares Tr Msci Eafe Etf (EFA) 0.1 $200k 2.2k 89.39
AES Corporation (AES) 0.0 $110k 10k 10.52
Butterfly Network Com Cl A (BFLY) 0.0 $107k 54k 2.00