Seneca House Advisors Q3 2023 vs. Q4 2023 13F Holdings Comparison

The third and fourth quarters of 2023 saw some interesting shifts in the holdings of Seneca House Advisors, a prominent investment firm. In this article, we will explore the changes in their portfolio and analyze the implications for investors.

One of the notable changes in the Q3 2023 to Q4 2023 comparison is the increase in holdings of Schwab Strategic TR (SCHX). The number of shares held by Seneca House Advisors went up from 226,038 to 247,074, representing a 20.5% increase. Similarly, the value of these holdings also rose from $11,559,000 to $13,934,000.

Another notable change is the decrease in holdings of Microsoft Corp (MSFT). While the number of shares held decreased from 31,731 to 30,432, the value of these holdings increased from $10,465,000 to $11,443,000. This indicates a shifting focus within the technology sector for Seneca House Advisors.

Alphabet Inc (GOOGL), the parent company of Google, showed minimal change in holdings. The number of shares held increased slightly from 62,410 to 62,988, with the value increasing from $8,638,000 to $8,798,000.

JPMorgan Chase & Co (JPM) also experienced a decrease in holdings, with the number of shares held dropping from 52,767 to 50,826. However, the value of these holdings increased from $7,639,000 to $8,645,000.

Vulcan Matls Co (VMC) saw a slight decrease in holdings, with the number of shares dropping from 37,947 to 37,528. However, the value of these holdings increased from $7,978,000 to $8,519,000. This indicates that Seneca House Advisors still views Vulcan Matls Co as a promising investment.

Invesco QQQ TR (QQQ) also experienced a decrease in holdings, with the number of shares dropping from 21,140 to 20,480. However, the value of these holdings saw a slight increase from $7,749,000 to $8,387,000.

Blackstone Inc (BX) saw a decrease in holdings, with the number of shares dropping from 62,890 to 62,003. However, the value of these holdings increased from $6,591,000 to $8,117,000. This suggests that Seneca House Advisors still sees potential in Blackstone Inc despite the decrease in holdings.

Starwood Ppty TR Inc (STWD) experienced a slight decrease in holdings, with the number of shares dropping from 388,763 to 375,813. However, the value of these holdings increased from $7,405,000 to $7,899,000.

WP Carey Inc (WPC) also experienced a decrease in holdings, with the number of shares dropping from 119,130 to 116,067. However, the value of these holdings increased from $6,388,000 to $7,522,000.

These are just a few examples of the changes in holdings by Seneca House Advisors for the third and fourth quarters of 2023. These shifts represent a strategic reallocation of assets, reflecting their assessment of potential growth and risks in different sectors.

In conclusion, it is essential for investors to keep track of the changes in holdings made by prominent investment firms like Seneca House Advisors. By analyzing these changes, investors can gain insights into market trends and make more informed investment decisions.