| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WP CAREY INC | 27 | Q2 2024 | 6.0% |
| JPMORGAN CHASE & CO. | 27 | Q2 2024 | 4.0% |
| MICROSOFT CORP | 27 | Q2 2024 | 5.6% |
| APPLE INC | 27 | Q2 2024 | 3.5% |
| ALTRIA GROUP INC | 27 | Q2 2024 | 3.7% |
| DOMINION ENERGY INC | 27 | Q2 2024 | 4.1% |
| HOME DEPOT INC | 27 | Q2 2024 | 3.0% |
| DIAGEO PLC | 27 | Q2 2024 | 3.4% |
| SELECT SECTOR SPDR TR | 27 | Q2 2024 | 3.2% |
| ISHARES TR | 27 | Q2 2024 | 2.4% |
View Seneca House Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-07 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-14 |
View Seneca House Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.