Fund HoldingsSeneca House Advisors

Total Portfolio Value
$216.03M
Total Bought
$16.51M
Total Sold
$10.75M
Net Transaction
+$5.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PACER FDS TR
US SM CAP CA ETF
115,351154,006+38,6554,7317,3973.42%+2,666
SCHWAB STRATEGIC TR226,038247,074+21,03611,56013,9356.45%+2,375
JANUS DETROIT STR TR
HENDRSON AAA CL
15,99553,422+37,4278012,6871.24%+1,886
SCHWAB CHARLES CORP(SCHW)82,61084,416+1,8064,2755,8082.69%+1,533
BLACKSTONE INC(BX)62,89062,003-8876,5918,1173.76%+1,526
ISHARES TR257,281296,334+39,0535,9977,4773.46%+1,479
PERFORMANCE FOOD GROUP CO(PFGC)101,669101,792+1235,6067,0393.26%+1,433
ASSETMARK FINL HLDGS INC246,860246,86006,1527,3933.42%+1,242
WP CAREY INC(WPC)119,130116,067-3,0636,3897,5223.48%+1,133
JPMORGAN CHASE & CO(JPM)52,76750,826-1,9417,6398,6454.00%+1,006
MICROSOFT CORP(MSFT)31,73130,432-1,29910,46511,4445.30%+978
NEXTERA ENERGY INC(NEE)49,00950,511+1,5022,4173,0681.42%+651
INVESCO QQQ TR21,14020,480-6607,7498,3873.88%+638
ZOETIS INC(ZTS)24,12624,208+824,2124,7782.21%+566
HOME DEPOT INC(HD)14,05813,593-4654,1524,7112.18%+558
VULCAN MATLS CO(VMC)37,94737,528-4197,9788,5193.94%+541
ISHARES TR166,385179,951+13,5663,6374,1511.92%+514
STARWOOD PPTY TR INC(STWD)388,763375,813-12,9507,4067,9003.66%+494
MARKEL GROUP INC(MKL)4,6865,144+4586,8577,3033.38%+447
THERMO FISHER SCIENTIFIC INC(TMO)9,5139,695+1824,7205,1462.38%+426
ISHARES TR016,886+16,88604210.19%+421
ACCENTURE PLC IRELAND
SHS CLASS A
10,0999,943-1563,1513,4891.62%+338
ONEOK INC NEW(OKE)79,75879,463-2955,2605,5802.58%+320
ISHARES TR16,08615,714-3722,4782,7331.26%+255
VANGUARD WHITEHALL FDS16,76117,409+6481,7151,9430.90%+228
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,410+1,41002220.10%+222
BANK AMERICA CORP33,10232,422-6808711,0920.51%+221
VANGUARD INDEX FDS0678+67802110.10%+211
ESSENTIAL UTILS INC(WTRG)05,533+5,53302070.10%+207
CAPITAL ONE FINL CORP(COF)4,7114,71104446180.29%+173
APPLE INC(AAPL)27,33026,243-1,0874,8925,0532.34%+161
ALPHABET INC(GOOG)62,41062,988+5788,6398,7994.07%+160
IDEXX LABS INC(IDXX)1,2551,271+165557050.33%+150
ISHARES TR70,71471,668+9541,5471,6560.77%+109
ISHARES TR2,3772,504+1275866940.32%+108
WASTE MGMT INC DEL(WM)3,9463,94606217070.33%+85
CSX CORP(CSX)28,00227,502-5008709530.44%+83
ISHARES TR828926+983604420.20%+83
DOMINION ENERGY INC(D)10,85711,127+2704585230.24%+65
SCHWAB STRATEGIC TR8,4248,630+2065936570.30%+64
SPDR S&P 500 ETF TR(SPY)1,4311,43106196800.31%+62
NORFOLK SOUTHN CORP(NSC)1,5471,533-143033620.17%+60
ISHARES TR11,01511,020+57698280.38%+59
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
17,73017,528-2026146610.31%+47
AMAZON COM INC(AMZN)3,1192,929-1904004450.21%+45
LOWES COS INC(LOW)1,9701,961-93954360.20%+41
SCHWAB STRATEGIC TR5,8736,006+1332953340.15%+39
PEPSICO INC(PEP)8,0697,894-1751,3021,3410.62%+39
BERKSHIRE HATHAWAY INC DEL2201,0471,0850.50%+38
LOCKHEED MARTIN CORP(LMT)1,7541,764+107668000.37%+34
ABBOTT LABS2,7292,702-272642970.14%+33
SCHWAB STRATEGIC TR3,5153,523+82632920.14%+30
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
4,2414,206-352402700.12%+29
ISHARES TR1,3771,379+22813080.14%+27
TIDAL ETF TR94,40988,208-6,2011,7481,7680.82%+19
ELEVANCE HEALTH INC(ELV)1,4251,400-256466600.31%+14
ALPHABET INC(GOOG)5,7995,825+268098210.38%+12
ABBVIE INC(ABBV)2,0162,011-53013120.14%+11
PHILIP MORRIS INTL INC(PM)9,5239,441-828798880.41%+9
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,4424,302-1405805870.27%+7
MERCK & CO INC(MRK)2,0181,958-602112140.10%+3
ISHARES TR184,103176,069-8,0343,4763,4721.61%-4
KINROSS GOLD CORP(KGC)29,80021,500-8,3001411300.06%-11
SOTHERLY HOTELS INC57,50254,752-2,75094820.04%-12
INVESCO EXCH TRADED FD TR II6,4085,691-7173773570.17%-20
ORACLE CORP(ORCL)4,4074,40704864650.22%-22
EXXON MOBIL CORP2,3522,35202612350.11%-26
BERKSHIRE HATHAWAY INC DEL1,2701,155-1154394120.19%-27
JOHNSON & JOHNSON(JNJ)11,04010,992-481,7501,7230.80%-27
ELI LILLY & CO(LLY)1,4231,342-818147830.36%-31
BRISTOL-MYERS SQUIBB CO(BMY)4,4224,200-2222502160.10%-35
PROCTER AND GAMBLE CO(PG)16,28815,680-6082,3352,2981.06%-37
SCHWAB STRATEGIC TR7,8825,876-2,0063212780.13%-43
CHEVRON CORP NEW(CVX)4,7394,73907907070.33%-83
J P MORGAN EXCHANGE TRADED F
ACTIVEBLDRS EMER
48,73643,859-4,8771,6771,5900.74%-87
UNITEDHEALTH GROUP INC(UNH)3970-3972090-209
THE CIGNA GROUP(CI)9350-9352700-270
ALTRIA GROUP INC(MO)145,999146,980+9816,2345,9292.74%-304
DIAGEO PLC(DEO)40,69740,084-6136,1705,8392.70%-331
DISNEY WALT CO(DIS)11,7680-11,7689970-997
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