Seneca Financial Advisors LLC
Net seller this quarter
$385M
27
-$98.1K
7.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VYM | $16.5M | 4.28% | Not reported | -0.5% | Q4 2020 |
 NDSN | $4.32M | 1.12% | 0.03% | -4.5% | Q4 2020 |
 XOM | $2.89M | 0.75% | 0.00% | Not reported | Q4 2020 |
 AAPL | $1.75M | 0.46% | 0.00% | -2.4% | Q4 2020 |
 MSFT | $1.19M | 0.31% | 0.00% | -0.1% | Q4 2020 |
 SPY | $776K | 0.20% | Not reported | -2.0% | Q4 2022 |
 NVDA | $670K | 0.17% | 0.00% | 0.0% | Q2 2023 |
 AMZN | $658K | 0.17% | 0.00% | -9.0% | Q4 2020 |
 AMGN | $545K | 0.14% | 0.00% | Not reported | Q4 2020 |
 CAT | $513K | 0.13% | 0.00% | Not reported | Q3 2025 |
 GOOG | $481K | 0.12% | Not reported | -4.0% | Q1 2022 |
| GOOGL | $417K | 0.11% | 0.00% | -5.4% | Q4 2024 |
 QQQ | $353K | 0.09% | Not reported | Not reported | Q3 2024 |
 AVGO | $345K | 0.09% | 0.00% | -2.7% | Q4 2024 |
 GLW | $326K | 0.08% | 0.00% | New | Q2 2026 |
 BNL | $298K | 0.08% | 0.01% | Not reported | Q2 2021 |
| SPYX | $270K | 0.07% | Not reported | +0.2% | Q1 2026 |
 BRK.B | $269K | 0.07% | Not reported | +3.9% | Q4 2024 |
 BFLY | $253K | 0.07% | Not reported | Not reported | Q1 2022 |
 RTX | $251K | 0.07% | 0.00% | Not reported | Q3 2025 |
| DIA | $251K | 0.07% | Not reported | Not reported | Q1 2025 |
 JPM | $237K | 0.06% | 0.00% | Not reported | Q1 2021 |
 GGG | $227K | 0.06% | 0.00% | Not reported | Q4 2020 |
 PAYX | $226K | 0.06% | 0.00% | +0.4% | Q4 2020 |
 AEE | $220K | 0.06% | 0.00% | New | Q2 2026 |
 XYL | $216K | 0.06% | 0.00% | Not reported | Q4 2020 |
 AES | $153K | 0.04% | 0.00% | Not reported | Q4 2020 |
| Q1 2026 | |||||
| VYM | $15.5M | 4.54% | Not reported | +2.8% | Q4 2020 |
| NDSN | $3.99M | 1.17% | 0.03% | Not reported | Q4 2020 |
| XOM | $3.58M | 1.05% | 0.00% | Not reported | Q4 2020 |
| AAPL | $1.58M | 0.46% | 0.00% | +2.5% | Q4 2020 |
| MSFT | $1.18M | 0.35% | 0.00% | +0.3% | Q4 2020 |
| SPY | $689K | 0.20% | Not reported | Not reported | Q4 2022 |
| AMZN | $632K | 0.19% | 0.00% | +10.3% | Q4 2020 |
| NVDA | $584K | 0.17% | 0.00% | +6.4% | Q2 2023 |
| AMGN | $530K | 0.16% | 0.00% | Not reported | Q4 2020 |
| GOOG | $407K | 0.12% | Not reported | +10.8% | Q1 2022 |
| GOOGL | $355K | 0.10% | 0.00% | +5.8% | Q4 2024 |
| CAT | $340K | 0.10% | 0.00% | +0.2% | Q3 2025 |
| AVGO | $291K | 0.09% | 0.00% | -8.8% | Q4 2024 |
| QQQ | $276K | 0.08% | Not reported | Not reported | Q3 2024 |
| BNL | $263K | 0.08% | 0.01% | Not reported | Q2 2021 |
| RTX | $256K | 0.07% | 0.00% | -3.3% | Q3 2025 |
| GGG | $254K | 0.07% | 0.00% | Not reported | Q4 2020 |
| BRK.B | $248K | 0.07% | Not reported | Not reported | Q4 2024 |
| SPYX | $234K | 0.07% | Not reported | New | Q1 2026 |
| DIA | $223K | 0.07% | Not reported | Not reported | Q1 2025 |
 MCD | $222K | 0.07% | 0.00% | Not reported | Q1 2023 |
| XYL | $218K | 0.06% | 0.00% | Not reported | Q4 2020 |
| JPM | $213K | 0.06% | 0.00% | Not reported | Q1 2021 |
| PAYX | $211K | 0.06% | 0.00% | -0.5% | Q4 2020 |
| AES | $147K | 0.04% | 0.00% | Not reported | Q4 2020 |
| BFLY | $121K | 0.04% | Not reported | Not reported | Q1 2022 |
| Q4 2025 | |||||
| VYM | $14.6M | 4.45% | Not reported | +6.6% | Q4 2020 |
| NDSN | $3.61M | 1.10% | 0.03% | Not reported | Q4 2020 |
| XOM | $2.54M | 0.77% | 0.00% | Not reported | Q4 2020 |
| AAPL | $1.65M | 0.50% | 0.00% | -10.8% | Q4 2020 |
| MSFT | $1.54M | 0.47% | 0.00% | -8.3% | Q4 2020 |
| SPY | $723K | 0.22% | Not reported | +0.7% | Q4 2022 |
| AMZN | $635K | 0.19% | 0.00% | -23.6% | Q4 2020 |
| NVDA | $587K | 0.18% | 0.00% | -16.3% | Q2 2023 |
| AMGN | $493K | 0.15% | 0.00% | -4.0% | Q4 2020 |
| GOOG | $402K | 0.12% | Not reported | -13.6% | Q1 2022 |
| GOOGL | $365K | 0.11% | 0.00% | -14.7% | Q4 2024 |
| AVGO | $356K | 0.11% | 0.00% | +2.0% | Q4 2024 |
| QQQ | $294K | 0.09% | Not reported | Not reported | Q3 2024 |
| CAT | $275K | 0.08% | 0.00% | +0.2% | Q3 2025 |
| BRK.B | $260K | 0.08% | Not reported | -8.8% | Q4 2024 |
| PAYX | $258K | 0.08% | 0.00% | +0.3% | Q4 2020 |
| RTX | $251K | 0.08% | 0.00% | +0.1% | Q3 2025 |
| BNL | $250K | 0.08% | 0.01% | -19.7% | Q2 2021 |
| XYL | $249K | 0.08% | 0.00% | Not reported | Q4 2020 |
| GGG | $246K | 0.07% | 0.00% | Not reported | Q4 2020 |
| JPM | $233K | 0.07% | 0.00% | +1.4% | Q1 2021 |
| DIA | $231K | 0.07% | Not reported | Not reported | Q1 2025 |
| MCD | $219K | 0.07% | 0.00% | Not reported | Q1 2023 |
| AES | $149K | 0.05% | 0.00% | Not reported | Q4 2020 |
| BFLY | $114K | 0.03% | Not reported | -44.0% | Q1 2022 |
| Q3 2025 | |||||
| VYM | $13.5M | 4.40% | Not reported | +3.9% | Q4 2020 |
| NDSN | $3.4M | 1.11% | 0.03% | -1.6% | Q4 2020 |
| XOM | $2.38M | 0.78% | 0.00% | Not reported | Q4 2020 |
| MSFT | $1.79M | 0.59% | 0.00% | -0.6% | Q4 2020 |
| AAPL | $1.73M | 0.56% | 0.00% | -1.4% | Q4 2020 |
| AMZN | $790K | 0.26% | 0.00% | Not reported | Q4 2020 |
| SPY | $701K | 0.23% | Not reported | +5.1% | Q4 2022 |
| NVDA | $701K | 0.23% | 0.00% | -3.3% | Q2 2023 |
| AMGN | $442K | 0.14% | 0.00% | Not reported | Q4 2020 |
| GOOG | $361K | 0.12% | Not reported | -2.6% | Q1 2022 |
| AVGO | $333K | 0.11% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $332K | 0.11% | 0.00% | Not reported | Q4 2024 |
| BNL | $321K | 0.10% | 0.01% | Not reported | Q2 2021 |
| PAYX | $291K | 0.10% | 0.00% | +0.3% | Q4 2020 |
| QQQ | $288K | 0.09% | Not reported | Not reported | Q3 2024 |
| BRK.B | $286K | 0.09% | Not reported | +21.9% | Q4 2024 |
| XYL | $270K | 0.09% | 0.00% | Not reported | Q4 2020 |
| GGG | $255K | 0.08% | 0.00% | Not reported | Q4 2020 |
| RTX | $229K | 0.07% | 0.00% | New | Q3 2025 |
| CAT | $229K | 0.07% | 0.00% | New | Q3 2025 |
| JPM | $225K | 0.07% | 0.00% | Not reported | Q1 2021 |
| DIA | $223K | 0.07% | Not reported | Not reported | Q1 2025 |
| MCD | $217K | 0.07% | 0.00% | Not reported | Q1 2023 |
 HD | $216K | 0.07% | 0.00% | New | Q3 2025 |
| AES | $137K | 0.04% | 0.00% | Not reported | Q4 2020 |
| BFLY | $103K | 0.03% | Not reported | Not reported | Q1 2022 |