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Seneca House Advisors Lowers Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Seneca House Advisors trimmed its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 15.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,424 shares of the company’s stock after selling 1,565 shares during the period. […] ....

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Markel Group Inc. (NYSE:MKL) is Seneca House Advisors' 8th Largest Position

Seneca House Advisors increased its position in shares of Markel Group Inc. (NYSE:MKL – Free Report) by 2.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,686 shares of the insurance provider’s stock after purchasing an additional 100 shares during the quarter. […] ....

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NextEra Energy, Inc. (NYSE:NEE) Stock Holdings Boosted by Seneca House Advisors

Seneca House Advisors raised its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 9.2% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 49,009 shares of the utilities provider’s stock after purchasing an additional 4,140 shares during the quarter. […] ....

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iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Seneca House Advisors

Seneca House Advisors cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 842 shares of the company’s stock after selling 35 shares during the period. Seneca House Advisors’ holdings in iShares […] ....

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Seneca House Advisors Reduces Stake in Invesco QQQ (NASDAQ:QQQ)

Seneca House Advisors cut its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,415 shares of the exchange traded fund’s stock after selling 1,341 shares during the quarter. Invesco QQQ […] ....

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