Stony Point Wealth Management

Seneca House Advisors as of Dec. 31, 2024

Portfolio Holdings for Seneca House Advisors

Seneca House Advisors holds 90 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
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.9 $25M 142k 175.23
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 7.5 $19M 373k 50.71
Microsoft Corporation (MSFT) 5.2 $13M 31k 421.50
Alphabet Cap Stk Cl A (GOOGL) 5.0 $13M 66k 189.30
Markel Corporation (MKL) 4.3 $11M 6.3k 1726.12
Ishares Tr Ibonds Dec 2032 (IBDX) 4.0 $10M 413k 24.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.9 $9.7M 19k 511.22
Pacer Fds Tr Pacer Us Small (CALF) 3.7 $9.4M 215k 44.01
JPMorgan Chase & Co. (JPM) 3.6 $9.1M 38k 239.71
Starwood Property Trust (STWD) 3.3 $8.4M 442k 18.95
Blackstone Group Inc Com Cl A (BX) 3.3 $8.3M 48k 172.42
Vulcan Materials Company (VMC) 2.8 $7.1M 28k 257.23
Oneok (OKE) 2.8 $7.1M 70k 100.40
Altria (MO) 2.5 $6.3M 120k 52.29
Performance Food (PFGC) 2.4 $6.2M 73k 84.55
Wp Carey (WPC) 2.4 $6.0M 111k 54.48
Apple (AAPL) 2.2 $5.6M 22k 250.42
Thermo Fisher Scientific (TMO) 2.1 $5.3M 10k 520.23
Charles Schwab Corporation (SCHW) 2.1 $5.2M 71k 74.01
Diageo Spon Adr New (DEO) 1.9 $4.8M 38k 127.13
Nextera Energy (NEE) 1.8 $4.5M 63k 71.69
Home Depot (HD) 1.5 $3.7M 9.4k 389.00
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $3.5M 27k 127.59
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.4 $3.4M 69k 49.69
Accenture Plc Ireland Shs Class A (ACN) 1.3 $3.3M 9.4k 351.79
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $2.9M 15k 190.88
Ishares Tr Ibonds Dec 2033 (IBDY) 0.9 $2.2M 89k 25.10
Procter & Gamble Company (PG) 0.8 $2.1M 13k 167.65
Tidal Etf Tr Trust Intelligen (REAI) 0.8 $2.1M 99k 20.93
Ishares Tr Ibonds Dec 29 (IBDU) 0.6 $1.6M 68k 22.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.4M 2.00 680920.00
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.3M 6.1k 220.96
Johnson & Johnson (JNJ) 0.5 $1.2M 8.6k 144.62
Bank of America Corporation (BAC) 0.5 $1.2M 27k 43.95
Amazon (AMZN) 0.4 $1.1M 5.0k 219.39
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.4 $1.1M 22k 49.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $1.1M 46k 23.18
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.1M 5.5k 190.45
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $970k 9.6k 101.53
Philip Morris International (PM) 0.4 $960k 8.0k 120.35
Pepsi (PEP) 0.4 $947k 6.2k 152.06
Eli Lilly & Co. (LLY) 0.4 $933k 1.2k 772.27
CSX Corporation (CSX) 0.4 $890k 28k 32.27
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.3 $865k 34k 25.45
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $851k 17k 49.96
Capital One Financial (COF) 0.3 $847k 4.7k 178.31
Lockheed Martin Corporation (LMT) 0.3 $826k 1.7k 485.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $821k 1.4k 586.26
Oracle Corporation (ORCL) 0.3 $761k 4.6k 166.66
Chevron Corporation (CVX) 0.3 $755k 5.2k 144.83
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $730k 12k 62.31
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $681k 27k 25.05
Ishares Tr Core S&p500 Etf (IVV) 0.3 $647k 1.1k 588.57
Dominion Resources (D) 0.3 $645k 12k 53.86
Waste Management (WM) 0.3 $639k 3.2k 201.79
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $516k 3.7k 137.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $514k 19k 27.32
Lowe's Companies (LOW) 0.2 $455k 1.8k 246.80
Crowdstrike Hldgs Cl A (CRWD) 0.2 $441k 1.3k 342.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $434k 958.00 453.28
Anthem (ELV) 0.2 $414k 1.1k 368.88
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $412k 18k 22.70
MercadoLibre (MELI) 0.2 $406k 239.00 1700.44
J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 0.2 $397k 11k 37.41
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $385k 5.5k 70.00
IDEXX Laboratories (IDXX) 0.2 $379k 916.00 413.44
Ishares Tr S&p 100 Etf (OEF) 0.1 $366k 1.3k 288.83
Norfolk Southern (NSC) 0.1 $366k 1.6k 234.72
M&T Bank Corporation (MTB) 0.1 $362k 1.9k 188.01
Abbvie (ABBV) 0.1 $361k 2.0k 177.68
Village Bk & Tr Finl Corp Com New (VBFC) 0.1 $321k 4.1k 78.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $307k 11k 27.87
NVIDIA Corporation (NVDA) 0.1 $289k 2.2k 134.29
Dell Technologies CL C (DELL) 0.1 $287k 2.5k 115.24
Abbott Laboratories (ABT) 0.1 $283k 2.5k 113.11
Vanguard Index Fds Growth Etf (VUG) 0.1 $278k 678.00 410.55
Parker-Hannifin Corporation (PH) 0.1 $277k 436.00 636.06
Exxon Mobil Corporation (XOM) 0.1 $262k 2.4k 107.58
Bristol Myers Squibb (BMY) 0.1 $250k 4.4k 56.56
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $238k 1.1k 210.45
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $226k 8.8k 25.86
Kinsale Cap Group (KNSL) 0.1 $223k 480.00 465.13
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $221k 2.8k 78.46
Dover Corporation (DOV) 0.1 $219k 1.2k 187.60
Merck & Co (MRK) 0.1 $215k 2.2k 99.49
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $212k 1.6k 132.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $209k 388.00 538.97
Ishares Tr U.s. Tech Etf (IYW) 0.1 $209k 1.3k 159.53
Pjt Partners Com Cl A (PJT) 0.1 $202k 1.3k 157.81
Kinross Gold Corp (KGC) 0.0 $102k 11k 9.27