Seneca House Advisors - Q4 2019 holdings

$116 Million is the total value of Seneca House Advisors's 87 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .

 Value Shares↓ Weighting
VYM NewVANGUARD WHITEHALL FDS INChigh div yld$3,596,00038,377
+100.0%
3.11%
TFC NewTRUIST FINL CORP$553,0009,835
+100.0%
0.48%
VCSH NewVANGUARD SCOTTSDALE FDSshrt trm corp bd$381,0004,696
+100.0%
0.33%
LOW NewLOWES COS INC$216,0001,800
+100.0%
0.19%
NVS NewNOVARTIS A Gsponsored adr$210,0002,222
+100.0%
0.18%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-01-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
WP CAREY INC24Q3 20236.0%
JPMORGAN CHASE & CO24Q3 20234.0%
APPLE INC24Q3 20233.5%
MICROSOFT CORP24Q3 20235.6%
DOMINION ENERGY INC24Q3 20234.1%
SELECT SECTOR SPDR TR24Q3 20233.2%
ALTRIA GROUP INC24Q3 20233.7%
HOME DEPOT INC24Q3 20233.0%
ISHARES TR24Q3 20232.4%
DIAGEO PLC24Q3 20233.4%

View Seneca House Advisors's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-18
13F-HR2024-01-10
13F-HR2023-10-13
13F-HR2023-07-20
13F-HR2023-04-11
13F-HR2023-01-31
13F-HR2022-10-07
13F-HR2022-08-03
13F-HR2022-04-14
13F-HR2022-02-02

View Seneca House Advisors's complete filings history.

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