Stony Point Wealth Management

Seneca House Advisors as of Sept. 30, 2025

Portfolio Holdings for Seneca House Advisors

Seneca House Advisors holds 90 positions in its portfolio as reported in the September 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) 10.2 $25M 133k 189.70
Alphabet Cap Stk Cl A (GOOGL) 6.1 $15M 62k 243.10
Microsoft Corporation (MSFT) 6.0 $15M 29k 517.95
Markel Corporation (MKL) 5.9 $15M 7.7k 1911.24
Ishares Tr Ibonds Dec 2032 (IBDX) 4.9 $12M 470k 25.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.4 $11M 18k 600.37
Starwood Property Trust (STWD) 4.3 $11M 546k 19.37
JPMorgan Chase & Co. (JPM) 4.2 $11M 33k 315.43
Vulcan Materials Company (VMC) 3.5 $8.6M 28k 307.62
Wp Carey (WPC) 3.3 $8.2M 121k 67.57
Blackstone Group Inc Com Cl A (BX) 3.1 $7.8M 46k 170.85
Altria (MO) 2.9 $7.1M 107k 66.06
Oneok (OKE) 2.6 $6.5M 89k 72.97
Charles Schwab Corporation (SCHW) 2.2 $5.4M 57k 95.47
Vanguard Whitehall Fds High Div Yld (VYM) 2.1 $5.2M 37k 140.95
Apple (AAPL) 2.1 $5.1M 20k 254.63
Janus Detroit Str Tr Henderson Securi (JSI) 2.0 $5.1M 97k 52.27
Thermo Fisher Scientific (TMO) 1.8 $4.5M 9.2k 485.02
Home Depot (HD) 1.7 $4.2M 10k 405.19
Performance Food (PFGC) 1.3 $3.2M 31k 104.04
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $3.2M 15k 206.51
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.2 $2.9M 58k 50.35
Nextera Energy (NEE) 1.1 $2.6M 35k 75.49
MercadoLibre (MELI) 1.0 $2.6M 1.1k 2336.94
Ishares Tr Ibonds Dec 2033 (IBDY) 1.0 $2.5M 94k 26.23
Marriott Intl Cl A (MAR) 1.0 $2.5M 9.5k 260.44
Kroger (KR) 0.9 $2.1M 32k 67.41
TJX Companies (TJX) 0.8 $2.1M 15k 144.54
Procter & Gamble Company (PG) 0.7 $1.7M 11k 153.65
Amazon (AMZN) 0.6 $1.5M 7.0k 219.57
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.6 $1.5M 30k 50.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.5M 2.00 754200.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.5M 57k 26.34
Ishares Tr Ibonds Dec 29 (IBDU) 0.6 $1.5M 63k 23.47
Johnson & Johnson (JNJ) 0.6 $1.4M 7.4k 185.43
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.3M 5.5k 243.56
Philip Morris International (PM) 0.5 $1.3M 8.1k 162.20
Bank of America Corporation (BAC) 0.5 $1.2M 24k 51.59
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $1.1M 9.5k 120.72
Capital One Financial (COF) 0.5 $1.1M 5.4k 212.57
Oracle Corporation (ORCL) 0.5 $1.1M 4.0k 281.21
Crowdstrike Hldgs Cl A (CRWD) 0.4 $1.1M 2.2k 490.38
Lockheed Martin Corporation (LMT) 0.4 $1.1M 2.1k 499.26
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.4 $957k 36k 26.47
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $948k 17k 57.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $933k 1.4k 666.38
Pepsi (PEP) 0.4 $931k 6.6k 140.44
CSX Corporation (CSX) 0.4 $904k 26k 35.51
Chevron Corporation (CVX) 0.4 $878k 5.7k 155.29
NVIDIA Corporation (NVDA) 0.3 $852k 4.6k 186.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $779k 12k 65.26
Ishares Tr Core S&p500 Etf (IVV) 0.3 $768k 1.1k 669.32
Eli Lilly & Co. (LLY) 0.3 $755k 989.00 763.28
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $714k 2.9k 247.12
Waste Management (WM) 0.3 $671k 3.0k 220.84
Dominion Resources (D) 0.3 $649k 11k 61.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $635k 1.3k 502.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $525k 19k 27.30
Abbvie (ABBV) 0.2 $504k 2.2k 231.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $501k 20k 25.71
IDEXX Laboratories (IDXX) 0.2 $486k 761.00 638.89
Lowe's Companies (LOW) 0.2 $474k 1.9k 251.35
Norfolk Southern (NSC) 0.2 $440k 1.5k 300.34
Ishares Tr Russell 2000 Etf (IWM) 0.2 $440k 1.8k 241.96
Ishares Tr S&p 100 Etf (OEF) 0.2 $407k 1.2k 332.88
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $401k 7.9k 51.04
Meta Platforms Cl A (META) 0.2 $382k 520.00 735.05
Broadcom (AVGO) 0.2 $378k 1.1k 329.87
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $378k 5.1k 73.49
M&T Bank Corporation (MTB) 0.1 $366k 1.9k 197.66
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $359k 14k 25.19
Abbott Laboratories (ABT) 0.1 $358k 2.7k 133.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $351k 13k 27.90
Parker-Hannifin Corporation (PH) 0.1 $340k 448.00 758.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $332k 10k 31.91
Exxon Mobil Corporation (XOM) 0.1 $330k 2.9k 112.75
J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 0.1 $326k 6.8k 47.55
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $325k 13k 24.30
Vanguard Index Fds Growth Etf (VUG) 0.1 $325k 678.00 479.74
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $289k 2.9k 98.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $265k 432.00 612.54
Silver Spike Investment Corp (LIEN) 0.1 $260k 25k 10.50
Ishares Tr U.s. Tech Etf (IYW) 0.1 $256k 1.3k 195.88
Lam Research Corp Com New (LRCX) 0.1 $242k 1.8k 133.92
Goldman Sachs (GS) 0.1 $232k 292.00 795.32
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $229k 1.6k 140.08
Dell Technologies CL C (DELL) 0.1 $220k 1.6k 141.80
Tesla Motors (TSLA) 0.1 $215k 484.00 444.72
Anthem (ELV) 0.1 $209k 648.00 323.16
UnitedHealth (UNH) 0.1 $203k 589.00 345.10