Principal

0001085146-24-001898.txt : 20240418 0001085146-24-001898.hdr.sgml : 20240418 20240417184434 ACCESSION NUMBER: 0001085146-24-001898 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240417 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Seneca House Advisors CENTRAL INDEX KEY: 0001731359 ORGANIZATION NAME: 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: 24852356 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 X0202 13F-HR LIVE false false false 0001731359 XXXXXXXX 03-31-2024 03-31-2024 false Seneca House Advisors

5609 PATTERSON AVENUE RICHMOND VA 23226

13F HOLDINGS REPORT 028-18653 N Matthew C. Daniel Principal 804-317-6814 /s/ Matthew C. Daniel Richmond VA 04-17-2024 0 83 229998097 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 284150 2500 SH SOLE 2500 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 365255 2006 SH SOLE 2006 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 3269919 9434 SH SOLE 9434 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 10178115 67436 SH SOLE 67436 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 886915 5825 SH SOLE 5825 0 0 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 6210572 142379 SH SOLE 142379 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 486124 2695 SH SOLE 2695 0 0 APPLE INC COM 037833100 BBG001S5N8V8 3815982 22253 SH SOLE 22253 0 0 ASSETMARK FINL HLDGS INC COM 04546L106 BBG00F5PBW20 8741313 246860 SH SOLE 246860 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1131829 29848 SH SOLE 29848 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1268880 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 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8267858 333247 SH SOLE 333247 0 0 ISHARES TR IBONDS DEC 2033 46436E130 BBG01H4B2BK3 960698 37704 SH SOLE 37704 0 0 ISHARES TR IBONDS DEC 29 46436E205 BBG00Q79F703 3277408 143620 SH SOLE 143620 0 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 BBG0088JX0B3 476827 19035 SH SOLE 19035 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 BBG0088JX9H8 318387 12833 SH SOLE 12833 0 0 ISHARES TR S&P 100 ETF 464287101 BBG001SGB026 319405 1291 SH SOLE 1291 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 806373 9550 SH SOLE 9550 0 0 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 2953955 15813 SH SOLE 15813 0 0 J P MORGAN EXCHANGE TRADED F ACTIVEBLDRS EMER 46641Q266 BBG00Z6Q8BL2 969283 26447 SH SOLE 26447 0 0 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 BBG00XX898D2 7000293 137964 SH SOLE 137964 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1583539 10010 SH SOLE 10010 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 9191028 45886 SH SOLE 45886 0 0 KINROSS GOLD CORP COM 496902404 BBG001S5R0C2 100226 16350 SH SOLE 16350 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 800571 1760 SH SOLE 1760 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 499421 1961 SH SOLE 1961 0 0 MARKEL GROUP INC COM 570535104 BBG001S9ZK95 8314978 5465 SH SOLE 5465 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 258567 1960 SH SOLE 1960 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 11948905 28401 SH SOLE 28401 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 3494151 54673 SH SOLE 54673 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 390743 1533 SH SOLE 1533 0 0 ONEOK INC NEW COM 682680103 BBG001S5TWK1 6088046 75939 SH SOLE 75939 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 553618 4407 SH SOLE 4407 0 0 PACER FDS TR PACER US SMALL 69374H857 BBG00GXXR1G6 8717346 177326 SH SOLE 177326 0 0 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 237335 427 SH SOLE 427 0 0 PEPSICO INC COM 713448108 BBG001S695T1 1247944 7131 SH SOLE 7131 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 BBG009XW2WC7 6800226 91107 SH SOLE 91107 0 0 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