Seneca House Advisors Diversified Active

CIK: 0001731359 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 31, 2023

Total Value ($000): $180,940 (100.0% shares, 0.0% debt)

Holdings (84)

WPC WP CAREY INC 5.6%
Value ($000) $10,099 Shares 129,225 Est. Cost $70.81 Unrealized
MSFT MICROSOFT CORP 5.3%
Value ($000) $9,679 Shares 40,358 Est. Cost $198.08 Unrealized +18.2%
GOOGL ALPHABET INC 4.1%
Value ($000) $7,338 Shares 83,168 Est. Cost $101.04 Unrealized -6.6%
VMC VULCAN MATLS CO 4.0%
Value ($000) $7,226 Shares 41,268 Est. Cost $172.82 Unrealized -3.4%
STWD STARWOOD PPTY TR INC 3.9%
Value ($000) $7,041 Shares 384,108 Est. Cost $21.79 Unrealized
JPM JPMORGAN CHASE & CO 3.8%
Value ($000) $6,947 Shares 51,803 Est. Cost $109.24 Unrealized +7.7%
MO ALTRIA GROUP INC 3.7%
Value ($000) $6,751 Shares 147,685 Est. Cost $33.81 Unrealized +3.6%
QQQ INVESCO QQQ TR 3.6%
Value ($000) $6,574 Shares 24,689 Est. Cost $184.38 Unrealized
VYM VANGUARD WHITEHALL FDS 3.6%
Value ($000) $6,476 Shares 59,849 Est. Cost $91.57 Unrealized
BX BLACKSTONE INC 3.6%
Value ($000) $6,427 Shares 86,630 Est. Cost $57.46 Unrealized +36.9%
DEO DIAGEO PLC 3.4%
Value ($000) $6,104 Shares 34,255 Est. Cost $168.48 Unrealized
HD HOME DEPOT INC 3.0%
Value ($000) $5,460 Shares 17,287 Est. Cost $211.68 Unrealized +32.8%
MKL MARKEL CORP 2.6%
Value ($000) $4,654 Shares 3,533 Est. Cost $1251.85 Unrealized -1.2%
DIS DISNEY WALT CO 2.5%
Value ($000) $4,433 Shares 51,026 Est. Cost $141.84 Unrealized -34.1%
AAPL APPLE INC 2.2%
Value ($000) $3,963 Shares 30,500 Est. Cost $92.22 Unrealized +52.6%
TMO THERMO FISHER SCIENTIFIC INC 2.2%
Value ($000) $3,922 Shares 7,122 Est. Cost $539.43 Unrealized -2.7%
PG PROCTER AND GAMBLE CO 2.1%
Value ($000) $3,747 Shares 24,725 Est. Cost $110.43 Unrealized +17.5%
CVS CVS HEALTH CORP 2.0%
Value ($000) $3,659 Shares 39,264 Est. Cost $79.92 Unrealized +7.5%
ZTS ZOETIS INC 2.0%
Value ($000) $3,619 Shares 24,693 Est. Cost $164.43 Unrealized -12.9%
SCHW SCHWAB CHARLES CORP 2.0%
Value ($000) $3,549 Shares 42,627 Est. Cost $72.23 Unrealized +2.7%
IBTK ISHARES TR 1.9%
Value ($000) $3,460 Shares 177,025 Est. Cost $20.01 Unrealized
IBDX ISHARES TR 1.8%
Value ($000) $3,313 Shares 136,997 Est. Cost $24.18 Unrealized
ADSK AUTODESK INC 1.8%
Value ($000) $3,257 Shares 17,430 Est. Cost $256.46 Unrealized -21.8%
IBDU ISHARES TR 1.8%
Value ($000) $3,249 Shares 146,538 Est. Cost $22.48 Unrealized
OKE ONEOK INC NEW 1.6%
Value ($000) $2,909 Shares 44,273 Est. Cost $45.72 Unrealized +14.3%
IVE ISHARES TR 1.5%
Value ($000) $2,632 Shares 18,141 Est. Cost $120.01 Unrealized
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $2,584 Shares 30,913 Est. Cost $72.33 Unrealized +2.1%
PFGC PERFORMANCE FOOD GROUP CO 1.4%
Value ($000) $2,482 Shares 42,506 Est. Cost $54.50 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 1.3%
Value ($000) $2,359 Shares 11,134 Est. Cost $222.12 Unrealized -15.9%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $2,356 Shares 13,335 Est. Cost $113.35 Unrealized +38.6%
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $2,046 Shares 7,666 Est. Cost $294.52 Unrealized -10.3%
PEP PEPSICO INC 1.1%
Value ($000) $1,975 Shares 10,931 Est. Cost $102.21 Unrealized +57.4%
BAC BANK AMERICA CORP 0.9%
Value ($000) $1,560 Shares 47,105 Est. Cost $28.89 Unrealized +9.8%
IBTM ISHARES TR 0.8%
Value ($000) $1,438 Shares 62,209 Est. Cost $23.11 Unrealized
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $1,283 Shares 2,638 Est. Cost $323.63 Unrealized +31.8%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $1,201 Shares 7,658 Est. Cost $107.54 Unrealized +42.4%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,163 Shares 5,428 Est. Cost $157.88 Unrealized +13.2%
CSX CSX CORP 0.6%
Value ($000) $1,015 Shares 32,754 Est. Cost $30.95 Unrealized -7.2%
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $993 Shares 13,146 Est. Cost $53.74 Unrealized
ETSY ETSY INC 0.5%
Value ($000) $971 Shares 8,105 Est. Cost $153.65 Unrealized -25.5%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $956 Shares 9,445 Est. Cost $68.01 Unrealized +19.5%
D DOMINION ENERGY INC 0.5%
Value ($000) $953 Shares 15,540 Est. Cost $57.52 Unrealized -6.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $937 Shares 2 Est. Cost $292921.40 Unrealized +53.2%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $919 Shares 23,315 Est. Cost $38.64 Unrealized -20.4%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $873 Shares 4,866 Est. Cost $84.55 Unrealized +81.2%
XLG INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $864 Shares 3,130 Est. Cost $197.43 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $780 Shares 5,740 Est. Cost $86.88 Unrealized
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $770 Shares 1,501 Est. Cost $309.07 Unrealized +56.7%
ABT ABBOTT LABS 0.4%
Value ($000) $747 Shares 6,807 Est. Cost $102.56 Unrealized -4.8%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $747 Shares 1,409 Est. Cost $413.36 Unrealized +21.1%
JEMA J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $678 Shares 19,937 Est. Cost $36.24 Unrealized
IVW ISHARES TR 0.4%
Value ($000) $640 Shares 10,947 Est. Cost $92.30 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $574 Shares 2,374 Est. Cost $227.05 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $551 Shares 1,441 Est. Cost $313.84 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $537 Shares 1,740 Est. Cost $245.77 Unrealized +20.8%
IDXX IDEXX LABS INC 0.3%
Value ($000) $532 Shares 1,303 Est. Cost $651.18 Unrealized -40.4%
GOOG ALPHABET INC 0.3%
Value ($000) $526 Shares 5,925 Est. Cost $108.42 Unrealized -12.6%
LLY LILLY ELI & CO 0.3%
Value ($000) $497 Shares 1,359 Est. Cost $234.07 Unrealized +47.7%
PFE PFIZER INC 0.3%
Value ($000) $470 Shares 9,167 Est. Cost $30.46 Unrealized +31.9%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $442 Shares 6,918 Est. Cost $53.09 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $440 Shares 5,235 Est. Cost $121.53 Unrealized -18.7%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $438 Shares 4,708 Est. Cost $79.71 Unrealized +16.8%
LOW LOWES COS INC 0.2%
Value ($000) $391 Shares 1,961 Est. Cost $104.17 Unrealized +80.6%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $377 Shares 1,531 Est. Cost $119.03 Unrealized +85.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $366 Shares 3,315 Est. Cost $68.92 Unrealized +39.7%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $363 Shares 2,086 Est. Cost $163.17 Unrealized -9.3%
ORCL ORACLE CORP 0.2%
Value ($000) $353 Shares 4,322 Est. Cost $46.11 Unrealized +58.7%
IVV ISHARES TR 0.2%
Value ($000) $337 Shares 877 Est. Cost $274.05 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $322 Shares 4,469 Est. Cost $59.26 Unrealized +10.1%
ABBV ABBVIE INC 0.2%
Value ($000) $321 Shares 1,989 Est. Cost $79.30 Unrealized +73.0%
CI CIGNA CORP NEW 0.2%
Value ($000) $310 Shares 935 Est. Cost $241.40 Unrealized +23.8%
OEF ISHARES TR 0.2%
Value ($000) $290 Shares 1,698 Est. Cost $122.95 Unrealized
KR KROGER CO 0.1%
Value ($000) $267 Shares 6,000 Est. Cost $45.65 Unrealized -6.1%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $267 Shares 835 Est. Cost $232.49 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $260 Shares 1,525 Est. Cost $132.46 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $257 Shares 1,010 Est. Cost $193.28 Unrealized +15.5%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $256 Shares 5,106 Est. Cost $50.13 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $247 Shares 5,507 Est. Cost $58.54 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $243 Shares 5,087 Est. Cost $36.61 Unrealized
VILLAGE BK & TR FINL CORP 0.1%
Value ($000) $220 Shares 4,061 Est. Cost $54.27 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $219 Shares 1,971 Est. Cost $92.80 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $209 Shares 5,163 Est. Cost $40.51 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $204 Shares 3,663 Est. Cost $55.56 Unrealized
SOHO SOTHERLY HOTELS INC 0.0%
Value ($000) $78 Shares 43,260 Est. Cost $1.87 Unrealized