Stony Point Wealth Management

Seneca House Advisors as of March 31, 2025

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