Seneca Financial Advisors LLC

Q4 2024 13F-HR Holdings

Location
Rochester, NY
Holdings as of
12/31/2024
Date filed
8/27/2025
Form type
13F-HR
Num holdings
55
Total value ($000)
$201,379
Net value change ($000)
-4,194 (-2.0%)
New positions
4
Sold out positions
3
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/27/2025 Next filing: 8/27/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOVT 978 5.7%
SCHG 609 3.2%
SCHA 468 5.3%
AVGO 234 NEW
GOOGL 224 NEW
CRM 215 NEW
BRK-B 200 NEW
SCHO 142 2.8%
SCHZ 134 11.9%
AAPL 124 7.5%
Top Reduces (Value $000, Stocks/ETFs)
SCHWAB STRATEGIC TRUST -1,518 -13.9%
NDSN -1,241 -26.6%
VIG -862 -2.9%
EFV -494 -8.6%
SCHE -412 -5.0%
IWD -400 -22.2%
EFG -357 -22.6%
IWB -324 -6.4%
SCHV -271 -1.6%
VWO -254 -4.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type