Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SENECA HOUSE ADVISORS 10-13-2023 09-30-2023 76 192,196,504
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US LRG CAP ETF 1 $11,559,560 226,038 0.01 226,038 +Inf 09-30-2023
MICROSOFT CORP COM 2 $10,465,494 31,731 0.01 0.01 -1,406 -4.24 09-30-2023
ALPHABET INC CAP STK CL A 3 $8,638,792 62,410 0.00 0.00 -12,282 -16.44 09-30-2023
VULCAN MATLS CO COM 4 $7,978,357 37,947 0.00 0.00 235 0.62 09-30-2023
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