The Analysis of Seneca Financial Advisors LLC's Holdings
Currently, Seneca Financial Advisors LLC holds 64 types of securities in its portfolio with a total value $328.6M. In the most recent quarter, they have increased their positions in SCHP (+823.0K shares, valued at $21.8M), STIP (+33.9K shares, valued at $3.5M), VXUS (+33.1K shares, valued at $2.5M); decreased their positions in GOVT (-877.0K shares, valued at $20.2M), GDX (-7.1K shares, valued at $605.8K), SCHO (-9.9K shares, valued at $241.0K); initiated new positions in SCHP (+823.0K shares, valued at $21.8M), PWB (+1.6K shares, valued at $201.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VIG VANGUARD SPECIALIZED FUNDS147.7K shares0.46%2025-12-312026-01-26
SCHG SCHWAB STRATEGIC TR840.0K shares2.96%2025-12-312026-01-26 STIP ISHARES TR234.4K shares16.91%2025-12-312026-01-26 SCHM SCHWAB STRATEGIC TR732.1K shares5.17%2025-12-312026-01-26 VXUS VANGUARD STAR FDS291.5K shares12.79%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS436.6K shares11.55%2025-12-312026-01-26 SCHP SCHWAB STRATEGIC TR823.0K sharesnew addition2025-12-312026-01-26 SCHV SCHWAB STRATEGIC TR652.9K shares2.87%2025-12-312026-01-26 EFG ISHARES TR146.8K shares13.72%2025-12-312026-01-26 SCHF SCHWAB STRATEGIC TR624.5K shares9.97%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS101.8K shares6.64%2025-12-312026-01-26 SCHA SCHWAB STRATEGIC TR475.2K shares8.84%2025-12-312026-01-26 SCHE SCHWAB STRATEGIC TR298.1K shares1.78%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F149.5K shares10.94%2025-12-312026-01-26 EFV ISHARES TR103.5K shares6.37%2025-12-312026-01-26 IWB ISHARES TR14.1K shares-4.21%2025-12-312026-01-26 VMBS VANGUARD SCOTTSDALE FDS78.6K shares13.92%2025-12-312026-01-26 NDSN NORDSON CORP15.0K shares0.00%2025-12-312026-01-26 SCHX SCHWAB STRATEGIC TR120.8K shares0.28%2025-12-312026-01-26 IUSB ISHARES TR60.8K shares1.29%2025-12-312026-01-26 XOM EXXON MOBIL CORP21.1K shares0.00%2025-12-312026-01-26 IWM ISHARES TR8.6K shares-3.33%2025-12-312026-01-26 GOVT ISHARES TR90.8K shares-90.62%2025-12-312026-01-26 IVV ISHARES TR2.7K shares14.23%2025-12-312026-01-26 AAPL APPLE INC6.1K shares-10.82%2025-12-312026-01-26 VTI VANGUARD INDEX FDS4.7K shares0.00%2025-12-312026-01-26 WDIV SPDR INDEX SHS FDS20.5K shares-1.97%2025-12-312026-01-26 MSFT MICROSOFT CORP3.2K shares-8.26%2025-12-312026-01-26 SCHZ SCHWAB STRATEGIC TR59.5K shares-0.22%2025-12-312026-01-26 SCHC SCHWAB STRATEGIC TR29.2K shares2.76%2025-12-312026-01-26 IWF ISHARES TR2.7K shares-13.43%2025-12-312026-01-26 IWD ISHARES TR6.1K shares-8.77%2025-12-312026-01-26 SPDW SPDR INDEX SHS FDS27.6K shares1.76%2025-12-312026-01-26 GDX VANECK ETF TRUST14.2K shares-33.20%2025-12-312026-01-26 IWR ISHARES TR12.0K shares0.39%2025-12-312026-01-26 VUG VANGUARD INDEX FDS1.7K shares0.00%2025-12-312026-01-26 SCHO SCHWAB STRATEGIC TR31.7K shares-23.78%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR1.1K shares0.66%2025-12-312026-01-26 AMZN AMAZON COM INC2.8K shares-23.61%2025-12-312026-01-26 NVDA NVIDIA CORPORATION3.1K shares-16.26%2025-12-312026-01-26 AMGN AMGEN INC1.5K shares-3.96%2025-12-312026-01-26 IEFA ISHARES TR4.8K shares70.89%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.3K shares-13.57%2025-12-312026-01-26 VO VANGUARD INDEX FDS1.3K shares0.00%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.2K shares-14.70%2025-12-312026-01-26 BROADCOM INC BROADCOM INC1.0K shares1.98%2025-12-312026-01-26 CAT CATERPILLAR INC480 shares0.21%2025-12-312026-01-26 PAYX PAYCHEX INC2.3K shares0.26%2025-12-312026-01-26 RTX RTX CORPORATION1.4K shares0.07%2025-12-312026-01-26 BNL BROADSTONE NET LEASE INC14.4K shares-19.68%2025-12-312026-01-26 XYL XYLEM INC1.8K shares0.00%2025-12-312026-01-26 GGG GRACO INC3.0K shares0.00%2025-12-312026-01-26 EFA ISHARES TR2.5K shares12.46%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.723 shares1.40%2025-12-312026-01-26 DIA SPDR DOW JONES INDL AVERAGE481 shares0.00%2025-12-312026-01-26 IUSG ISHARES TR1.4K shares0.15%2025-12-312026-01-26 DVY ISHARES TR1.6K shares0.51%2025-12-312026-01-26 MCD MCDONALDS CORP715 shares0.00%2025-12-312026-01-26 PWB INVESCO EXCHANGE TRADED FD T1.6K sharesnew addition2025-12-312026-01-26 AES AES CORP10.4K shares0.00%2025-12-312026-01-26 BFLY BUTTERFLY NETWORK INC30.0K shares-43.95%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available