Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
WP CAREY INC | 24 | Q3 2023 | 6.0% |
JPMORGAN CHASE & CO | 24 | Q3 2023 | 4.0% |
APPLE INC | 24 | Q3 2023 | 3.5% |
MICROSOFT CORP | 24 | Q3 2023 | 5.6% |
DOMINION ENERGY INC | 24 | Q3 2023 | 4.1% |
SELECT SECTOR SPDR TR | 24 | Q3 2023 | 3.2% |
ALTRIA GROUP INC | 24 | Q3 2023 | 3.7% |
HOME DEPOT INC | 24 | Q3 2023 | 3.0% |
ISHARES TR | 24 | Q3 2023 | 2.4% |
DIAGEO PLC | 24 | Q3 2023 | 3.4% |
View Seneca House Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-02-02 |
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.