0001085146-22-002736.txt : 20220803 0001085146-22-002736.hdr.sgml : 20220803 20220802210321 ACCESSION NUMBER: 0001085146-22-002736 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220803 DATE AS OF CHANGE: 20220802 EFFECTIVENESS DATE: 20220803 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seneca House Advisors CENTRAL INDEX KEY: 0001731359 IRS NUMBER: 474491639 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18653 FILM NUMBER: 221130665 BUSINESS ADDRESS: STREET 1: 5609 PATTERSON AVENUE CITY: RICHMOND STATE: VA ZIP: 23226 BUSINESS PHONE: 8043176814 MAIL ADDRESS: STREET 1: 5609 PATTERSON AVENUE CITY: RICHMOND STATE: VA ZIP: 23226 FORMER COMPANY: FORMER CONFORMED NAME: Stony Point Wealth Management Inc. DATE OF NAME CHANGE: 20180213 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001731359 XXXXXXXX 06-30-2022 06-30-2022 false Seneca House Advisors

5609 PATTERSON AVENUE RICHMOND VA 23226

13F HOLDINGS REPORT 028-18653 N Matthew C. Daniel 804-317-6814 /s/ Matthew C. Daniel Richmond VA 08-02-2022 0 86 153137 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1467 13499 SH SOLE 13499 0 0 ABBVIE INC COM 00287Y109 305 1989 SH SOLE 1989 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1196 4307 SH SOLE 4307 0 0 ALPHABET INC CAP STK CL A 02079K305 3478 1596 SH SOLE 1596 0 0 ALPHABET INC CAP STK CL C 02079K107 634 290 SH SOLE 290 0 0 ALTRIA GROUP INC COM 02209S103 4370 104612 SH SOLE 104612 0 0 AMAZON COM INC COM 023135106 716 6740 SH SOLE 6740 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1789 6998 SH SOLE 6998 0 0 APPLE INC COM 037833100 4444 32501 SH SOLE 32501 0 0 AUTODESK INC COM 052769106 2279 13251 SH SOLE 13251 0 0 BECTON DICKINSON & CO COM 075887109 249 1010 SH SOLE 1010 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 818 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 502 1840 SH SOLE 1840 0 0 BK OF AMERICA CORP COM 060505104 1121 36010 SH SOLE 36010 0 0 BLACKSTONE INC COM 09260D107 7440 81554 SH SOLE 81554 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 267 3463 SH SOLE 3463 0 0 BROADCOM INC COM 11135F101 556 1145 SH SOLE 1145 0 0 CAPITAL ONE FINL CORP COM 14040H105 506 4852 SH SOLE 4852 0 0 CHEVRON CORP NEW COM 166764100 746 5156 SH SOLE 5156 0 0 CIGNA CORP NEW COM 125523100 246 935 SH SOLE 935 0 0 CSX CORP COM 126408103 1065 36648 SH SOLE 36648 0 0 CVS HEALTH CORP COM 126650100 1451 15656 SH SOLE 15656 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 3053 17534 SH SOLE 17534 0 0 DIGITALBRIDGE GROUP INC CL A COM 25401T108 64 13046 SH SOLE 13046 0 0 DISNEY WALT CO COM 254687106 4446 47094 SH SOLE 47094 0 0 DOMINION ENERGY INC COM 25746U109 1976 24760 SH SOLE 24760 0 0 ELEVANCE HEALTH INC COM 036752103 796 1650 SH SOLE 1650 0 0 ETSY INC COM 29786A106 320 4371 SH SOLE 4371 0 0 EXXON MOBIL CORP COM 30231G102 290 3385 SH SOLE 3385 0 0 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 260 5189 SH SOLE 5189 0 0 HOME DEPOT INC COM 437076102 3688 13446 SH SOLE 13446 0 0 HONEYWELL INTL INC COM 438516106 2499 14378 SH SOLE 14378 0 0 IDEXX LABS INC COM 45168D104 467 1332 SH SOLE 1332 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 8101 70321 SH SOLE 70321 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 516 8315 SH SOLE 8315 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 1047 3655 SH SOLE 3655 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 389 2347 SH SOLE 2347 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 7548 26931 SH SOLE 26931 0 0 ISHARES TR CORE S&P MCP ETF 464287507 547 2418 SH SOLE 2418 0 0 ISHARES TR CORE S&P500 ETF 464287200 388 1023 SH SOLE 1023 0 0 ISHARES TR IBOND DEC 2030 46436E593 1324 63539 SH SOLE 63539 0 0 ISHARES TR IBONDS DEC 29 46436E205 1634 71522 SH SOLE 71522 0 0 ISHARES TR S&P 100 ETF 464287101 435 2522 SH SOLE 2522 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 674 11161 SH SOLE 11161 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3341 24308 SH SOLE 24308 0 0 J P MORGAN EXCHANGE TRADED F ACTIVEBLDRS EMER 46641Q266 638 17445 SH SOLE 17445 0 0 JOHNSON & JOHNSON COM 478160104 2525 14223 SH SOLE 14223 0 0 JPMORGAN CHASE & CO COM 46625H100 5559 49368 SH SOLE 49368 0 0 KROGER CO COM 501044101 284 6000 SH SOLE 6000 0 0 LILLY ELI & CO COM 532457108 437 1349 SH SOLE 1349 0 0 LOCKHEED MARTIN CORP COM 539830109 1627 3785 SH SOLE 3785 0 0 LOWES COS INC COM 548661107 342 1961 SH SOLE 1961 0 0 MARKEL CORP COM 570535104 2322 1795 SH SOLE 1795 0 0 MICROSOFT CORP COM 594918104 3217 12525 SH SOLE 12525 0 0 NEXTERA ENERGY INC COM 65339F101 1374 17738 SH SOLE 17738 0 0 NIKE INC CL B 654106103 1308 12803 SH SOLE 12803 0 0 NORFOLK SOUTHN CORP COM 655844108 348 1530 SH SOLE 1530 0 0 ONEOK INC NEW COM 682680103 1259 22681 SH SOLE 22681 0 0 ORACLE CORP COM 68389X105 302 4322 SH SOLE 4322 0 0 PAYPAL HLDGS INC COM 70450Y103 785 11242 SH SOLE 11242 0 0 PEPSICO INC COM 713448108 1852 11110 SH SOLE 11110 0 0 PFIZER INC COM 717081103 557 10617 SH SOLE 10617 0 0 PHILIP MORRIS INTL INC COM 718172109 817 8270 SH SOLE 8270 0 0 PROCTER AND GAMBLE CO COM 742718109 3648 25370 SH SOLE 25370 0 0 SCHWAB CHARLES CORP COM 808513105 675 10684 SH SOLE 10684 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 273 6175 SH SOLE 6175 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1157 16149 SH SOLE 16149 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 202 3488 SH SOLE 3488 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4518 115870 SH SOLE 115870 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2021 15759 SH SOLE 15759 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 565 1497 SH SOLE 1497 0 0 STARWOOD PPTY TR INC COM 85571B105 4949 236888 SH SOLE 236888 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1550 2853 SH SOLE 2853 0 0 TRUIST FINL CORP COM 89832Q109 345 7274 SH SOLE 7274 0 0 UDR INC COM 902653104 272 5898 SH SOLE 5898 0 0 UNITED PARCEL SERVICE INC CL B 911312106 396 2169 SH SOLE 2169 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1500 2921 SH SOLE 2921 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 215 619 SH SOLE 619 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 6623 65124 SH SOLE 65124 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 232 712 SH SOLE 712 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3029 59694 SH SOLE 59694 0 0 VISA INC COM CL A 92826C839 276 1403 SH SOLE 1403 0 0 VULCAN MATLS CO COM 929160109 3942 27740 SH SOLE 27740 0 0 WASTE MGMT INC DEL COM 94106L109 1244 8129 SH SOLE 8129 0 0 WP CAREY INC COM 92936U109 8416 101564 SH SOLE 101564 0 0 ZOETIS INC CL A 98978V103 2088 12147 SH SOLE 12147 0 0