Semmax Financial Advisors

Latest statistics and disclosures from Semmax Financial Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Semmax Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Semmax Financial Advisors

Semmax Financial Advisors holds 431 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.3 $13M +3% 255k 50.95
 View chart
Vanguard Index Fds Growth Etf (VUG) 2.7 $10M 23k 459.14
 View chart
JPMorgan Chase & Co. (JPM) 2.5 $9.9M -6% 34k 288.76
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.4 $9.3M 16k 585.75
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.4 $9.2M +3% 182k 50.62
 View chart
Ishares U S Etf Tr Short Duration B (NEAR) 2.3 $8.8M +3% 173k 50.99
 View chart
Microsoft Corporation (MSFT) 2.0 $7.6M -8% 15k 522.05
 View chart
Vanguard Index Fds Value Etf (VTV) 1.9 $7.3M 41k 177.99
 View chart
Meta Platforms Cl A (META) 1.9 $7.2M -10% 9.4k 769.31
 View chart
Exxon Mobil Corporation (XOM) 1.8 $7.1M 66k 106.80
 View chart
Tidal Trust I Foliobeyond Alte (RISR) 1.8 $7.0M +1241% 189k 36.86
 View chart
Ishares Tr Tips Bd Etf (TIP) 1.8 $6.9M +3% 63k 110.35
 View chart
Booking Holdings (BKNG) 1.8 $6.8M -4% 1.3k 5405.99
 View chart
Wells Fargo & Company (WFC) 1.6 $6.4M -2% 82k 78.30
 View chart
Enbridge (ENB) 1.6 $6.2M 132k 46.99
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.6 $6.1M +2% 30k 201.42
 View chart
Philip Morris International (PM) 1.5 $5.8M -3% 34k 170.18
 View chart
Amazon (AMZN) 1.5 $5.7M +2% 26k 222.69
 View chart
Starbucks Corporation (SBUX) 1.5 $5.7M +3% 62k 92.12
 View chart
Charles Schwab Corporation (SCHW) 1.5 $5.7M -4% 58k 97.35
 View chart
RBB Us Treas 3 Mnth (TBIL) 1.4 $5.5M -11% 111k 49.89
 View chart
Air Products & Chemicals (APD) 1.4 $5.5M +2% 19k 290.51
 View chart
Duke Energy Corp Com New (DUK) 1.4 $5.4M +2% 44k 125.32
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.3 $5.2M -8% 22k 241.83
 View chart
Lamar Advertising Cl A (LAMR) 1.3 $5.1M +2% 45k 115.50
 View chart
Blackrock (BLK) 1.3 $4.9M 4.3k 1124.91
 View chart
Medtronic SHS (MDT) 1.2 $4.8M -8% 52k 92.88
 View chart
General Dynamics Corporation (GD) 1.2 $4.8M +9% 15k 314.12
 View chart
Entergy Corporation (ETR) 1.2 $4.8M 53k 90.47
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.2 $4.6M 91k 50.27
 View chart
Edison International (EIX) 1.2 $4.5M +8% 84k 53.77
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $4.3M 54k 78.52
 View chart
Ishares Tr Mbs Etf (MBB) 1.1 $4.3M +3% 46k 93.56
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.1 $4.2M 44k 95.38
 View chart
Genuine Parts Company (GPC) 1.1 $4.2M +2% 32k 133.09
 View chart
NVIDIA Corporation (NVDA) 1.1 $4.2M -16% 23k 182.70
 View chart
Truist Financial Corp equities (TFC) 1.1 $4.2M 95k 43.59
 View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 1.1 $4.1M +2% 182k 22.75
 View chart
Coca-Cola Company (KO) 1.0 $4.1M 58k 70.34
 View chart
GSK Sponsored Adr (GSK) 1.0 $4.0M +2% 107k 37.80
 View chart
American Tower Reit (AMT) 1.0 $3.9M 19k 206.51
 View chart
Amgen (AMGN) 1.0 $3.7M +2% 13k 288.24
 View chart
Visa Com Cl A (V) 1.0 $3.7M 11k 336.77
 View chart
Omni (OMC) 0.9 $3.6M +13% 49k 72.94
 View chart
Mastercard Incorporated Cl A (MA) 0.9 $3.6M 6.2k 574.29
 View chart
FedEx Corporation (FDX) 0.9 $3.4M +8% 15k 228.06
 View chart
Okeanis Eco Tankers Cor SHS (ECO) 0.8 $3.2M +8% 133k 24.44
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $3.2M +13% 55k 58.02
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $3.2M -11% 6.9k 465.42
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $3.2M -18% 24k 135.34
 View chart
Pfizer (PFE) 0.8 $3.0M +3% 118k 25.01
 View chart
Lloyds Banking Group Sponsored Adr (LYG) 0.7 $2.9M 646k 4.47
 View chart
Iqvia Holdings (IQV) 0.7 $2.8M -17% 16k 179.86
 View chart
Vanguard World Financials Etf (VFH) 0.7 $2.8M +19% 22k 126.66
 View chart
Verizon Communications (VZ) 0.7 $2.7M +3% 63k 43.15
 View chart
Wec Energy Group (WEC) 0.7 $2.6M 23k 110.35
 View chart
Texas Instruments Incorporated (TXN) 0.7 $2.6M 14k 188.57
 View chart
Adobe Systems Incorporated (ADBE) 0.6 $2.5M +10% 7.3k 341.05
 View chart
Oracle Corporation (ORCL) 0.6 $2.4M -30% 9.6k 250.04
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.4M 12k 202.08
 View chart
Fidelity National Information Services (FIS) 0.6 $2.3M 32k 71.16
 View chart
AmerisourceBergen (COR) 0.6 $2.2M -3% 7.6k 285.12
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $2.1M 11k 196.59
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.1M 8.9k 240.13
 View chart
Deere & Company (DE) 0.5 $2.1M 4.1k 510.40
 View chart
Spdr Series Trust Portfolio S&p500 (SPLG) 0.5 $2.1M -36% 28k 74.96
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $2.0M -2% 26k 77.21
 View chart
Check Point Software Tech Lt Ord (CHKP) 0.5 $1.9M +3% 10k 183.32
 View chart
salesforce (CRM) 0.5 $1.8M +12% 7.4k 240.51
 View chart
Walt Disney Company (DIS) 0.5 $1.8M 16k 112.43
 View chart
Qualcomm (QCOM) 0.5 $1.8M +4% 12k 147.56
 View chart
Diageo Spon Adr New (DEO) 0.4 $1.7M -22% 16k 109.47
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $1.6M +10% 8.7k 185.65
 View chart
CarMax (KMX) 0.4 $1.6M -23% 29k 54.96
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.4 $1.5M +65% 23k 65.74
 View chart
RBB Us Trsry 6 Mnth (XBIL) 0.4 $1.4M -13% 29k 50.05
 View chart
Altria (MO) 0.4 $1.4M 22k 64.19
 View chart
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.4 $1.4M +4% 24k 56.64
 View chart
ConocoPhillips (COP) 0.4 $1.4M +18% 15k 93.91
 View chart
Unilever Spon Adr New (UL) 0.4 $1.4M +3% 23k 61.06
 View chart
Analog Devices (ADI) 0.3 $1.3M 6.0k 223.95
 View chart
Novartis Sponsored Adr (NVS) 0.3 $1.3M -2% 12k 116.84
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.3M -17% 12k 114.73
 View chart
Wal-Mart Stores (WMT) 0.3 $1.3M +5% 13k 103.73
 View chart
eBay (EBAY) 0.3 $1.3M -8% 14k 93.14
 View chart
Comcast Corp Cl A (CMCSA) 0.3 $1.2M -20% 39k 31.67
 View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD) 0.3 $1.2M NEW 29k 41.66
 View chart
Anthem (ELV) 0.3 $1.2M -31% 4.1k 293.97
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $1.2M -38% 14k 82.88
 View chart
Ishares Tr Core Total Usd (IUSB) 0.3 $1.1M -14% 24k 46.12
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.1M +10% 5.4k 198.76
 View chart
Veeva Sys Cl A Com (VEEV) 0.3 $1.0M -12% 3.7k 282.13
 View chart
Ecolab (ECL) 0.3 $1.0M 3.8k 272.91
 View chart
Bank of New York Mellon Corporation (BK) 0.3 $1.0M -5% 10k 103.09
 View chart
McKesson Corporation (MCK) 0.3 $1.0M 1.5k 668.52
 View chart
Fiserv (FI) 0.2 $949k +19% 7.1k 133.24
 View chart
Chevron Corporation (CVX) 0.2 $941k +8% 6.1k 155.01
 View chart
Ishares Core Msci Emkt (IEMG) 0.2 $934k +114% 15k 61.41
 View chart
Apple (AAPL) 0.2 $933k +55% 4.1k 229.34
 View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.2 $888k +120% 19k 45.91
 View chart
Sanofi Sponsored Adr (SNY) 0.2 $866k +6% 18k 47.13
 View chart
Lowe's Companies (LOW) 0.2 $858k 3.6k 241.15
 View chart
Bank of America Corporation (BAC) 0.2 $831k 18k 46.01
 View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $801k NEW 13k 61.99
 View chart
UnitedHealth (UNH) 0.2 $801k +13% 3.2k 250.86
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $759k +2% 33k 23.16
 View chart
Goldman Sachs (GS) 0.2 $730k +4295% 1.0k 721.54
 View chart
Netflix (NFLX) 0.2 $703k +1160% 580.00 1211.67
 View chart
Pepsi (PEP) 0.2 $698k +24% 4.8k 145.22
 View chart
Becton, Dickinson and (BDX) 0.2 $668k -16% 3.5k 193.53
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $623k NEW 978.00 637.47
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $612k -2% 5.5k 110.33
 View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $605k +52% 11k 54.62
 View chart
Blackrock Etf Trust Ishares Us Thema (THRO) 0.2 $599k NEW 16k 36.49
 View chart
Applied Materials (AMAT) 0.1 $556k +4% 3.0k 184.88
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $483k +3% 4.1k 117.18
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.1 $467k -16% 2.5k 183.90
 View chart
Raytheon Technologies Corp (RTX) 0.1 $427k 2.8k 154.83
 View chart
Ford Motor Company (F) 0.1 $422k +2598% 37k 11.32
 View chart
S&p Global (SPGI) 0.1 $397k +2446% 713.00 556.99
 View chart
Ishares Tr Core Intl Aggr (IAGG) 0.1 $391k NEW 7.7k 51.13
 View chart
Southern Company (SO) 0.1 $388k 4.1k 94.70
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $355k NEW 6.1k 58.60
 View chart
Tesla Motors (TSLA) 0.1 $345k 1.0k 329.65
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $310k 2.2k 139.02
 View chart
AutoNation (AN) 0.1 $298k NEW 1.5k 196.23
 View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $291k +19% 5.5k 52.79
 View chart
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $246k -97% 5.9k 41.43
 View chart
Broadcom (AVGO) 0.1 $245k 803.00 304.95
 View chart
International Business Machines (IBM) 0.1 $242k 991.00 244.01
 View chart
Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $235k NEW 7.4k 31.68
 View chart
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $226k -22% 3.4k 67.30
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $217k 1.2k 183.08
 View chart
American Express Company (AXP) 0.1 $215k 724.00 297.42
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $208k 2.2k 92.84
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.1 $200k +6% 313.00 640.37
 View chart
Allstate Corporation (ALL) 0.0 $189k 913.00 206.80
 View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.0 $169k 3.6k 47.59
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.0 $148k -96% 473.00 313.20
 View chart
Uber Technologies (UBER) 0.0 $147k 1.6k 89.56
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $143k NEW 248.00 574.56
 View chart
British Amern Tob Sponsored Adr (BTI) 0.0 $142k 2.5k 57.24
 View chart
Procter & Gamble Company (PG) 0.0 $131k 845.00 154.49
 View chart
Merck & Co (MRK) 0.0 $129k +32% 1.6k 80.67
 View chart
Lockheed Martin Corporation (LMT) 0.0 $129k +13% 302.00 426.25
 View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 0.0 $129k 2.6k 50.17
 View chart
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 0.0 $123k NEW 4.9k 25.16
 View chart
Old Dominion Freight Line (ODFL) 0.0 $121k 836.00 144.46
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $117k +25% 1.2k 93.41
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $116k -90% 2.5k 46.24
 View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $110k 2.1k 51.32
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $107k 1.9k 56.06
 View chart
Marathon Petroleum Corp (MPC) 0.0 $107k 664.00 160.77
 View chart
Snowflake Cl A (SNOW) 0.0 $102k 534.00 191.73
 View chart
Abbvie (ABBV) 0.0 $102k -23% 509.00 199.71
 View chart
Eli Lilly & Co. (LLY) 0.0 $101k 162.00 624.18
 View chart
RBB Fm Ultrashort Tr (RBIL) 0.0 $101k NEW 2.0k 50.16
 View chart
Ishares Tr Short Treas Bd (SHV) 0.0 $101k -34% 914.00 110.21
 View chart
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $97k NEW 1.2k 81.30
 View chart
Palantir Technologies Cl A (PLTR) 0.0 $91k +32% 485.00 187.02
 View chart
Advanced Micro Devices (AMD) 0.0 $87k +36% 505.00 172.65
 View chart
Pimco Etf Tr Muni Income Opp (MINO) 0.0 $86k 2.0k 43.92
 View chart
Capital One Financial (COF) 0.0 $83k +19850% 399.00 208.23
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $81k +198% 257.00 313.09
 View chart
Morgan Stanley Com New (MS) 0.0 $79k 544.00 144.27
 View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $78k NEW 943.00 82.48
 View chart
McDonald's Corporation (MCD) 0.0 $76k +30% 250.00 304.96
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $76k 133.00 571.14
 View chart
Ishares Tr Global 100 Etf (IOO) 0.0 $75k 657.00 113.63
 View chart
Northrop Grumman Corporation (NOC) 0.0 $73k 125.00 581.11
 View chart
Palo Alto Networks (PANW) 0.0 $67k 398.00 167.06
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $65k NEW 228.00 284.47
 View chart
Oxford Lane Cap Corp (OXLC) 0.0 $64k NEW 19k 3.32
 View chart
Norfolk Southern (NSC) 0.0 $64k 227.00 281.38
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $63k +73% 391.00 160.87
 View chart
Realty Income (O) 0.0 $60k 1.0k 57.69
 View chart
Eaton Corp SHS (ETN) 0.0 $58k +416% 160.00 363.88
 View chart
Honeywell International (HON) 0.0 $58k 266.00 216.58
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $56k NEW 490.00 114.78
 View chart
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $54k 1.7k 31.45
 View chart
Home Depot (HD) 0.0 $52k 133.00 387.97
 View chart
At&t (T) 0.0 $51k -27% 1.8k 28.08
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $51k 175.00 291.15
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $49k 588.00 82.64
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $47k +75% 2.0k 22.89
 View chart
Franklin Bsp Rlty Tr Common Stock (FBRT) 0.0 $47k 4.3k 10.86
 View chart
Costco Wholesale Corporation (COST) 0.0 $44k 45.00 986.96
 View chart
Fs Kkr Capital Corp (FSK) 0.0 $44k 2.5k 17.89
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.0 $44k 199.00 219.94
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $43k NEW 421.00 102.95
 View chart
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $42k +902% 371.00 114.21
 View chart
Valvoline Inc Common (VVV) 0.0 $42k 1.1k 38.40
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $41k 92.00 440.47
 View chart
United Parcel Service CL B (UPS) 0.0 $40k -46% 467.00 86.59
 View chart
Microstrategy Cl A New (MSTR) 0.0 $40k 100.00 395.13
 View chart
Kinder Morgan (KMI) 0.0 $39k 1.4k 27.17
 View chart
John Hancock Income Securities Trust (JHS) 0.0 $36k 3.1k 11.46
 View chart
Johnson & Johnson (JNJ) 0.0 $35k +54% 203.00 172.98
 View chart
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.0 $35k +42% 519.00 67.45
 View chart
Automatic Data Processing (ADP) 0.0 $35k 113.00 305.99
 View chart
Ishares Tr Conv Bd Etf (ICVT) 0.0 $34k -14% 371.00 91.75
 View chart
Ingles Mkts Cl A (IMKTA) 0.0 $34k 550.00 61.26
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $33k +135% 493.00 66.08
 View chart
Te Connectivity Ord Shs (TEL) 0.0 $32k 158.00 201.75
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $31k NEW 44.00 694.00
 View chart
Huntington Ingalls Inds (HII) 0.0 $29k -68% 110.00 265.52
 View chart
Chipotle Mexican Grill (CMG) 0.0 $27k 650.00 41.44
 View chart
Dominion Resources (D) 0.0 $27k -12% 435.00 61.75
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $26k 55.00 470.09
 View chart
PPL Corporation (PPL) 0.0 $26k NEW 707.00 36.35
 View chart
Atmos Energy Corporation (ATO) 0.0 $25k 154.00 164.29
 View chart
Dupont De Nemours (DD) 0.0 $24k 339.00 70.55
 View chart
Tractor Supply Company (TSCO) 0.0 $23k 390.00 59.25
 View chart
Target Corporation (TGT) 0.0 $23k 213.00 105.48
 View chart
Boston Scientific Corporation (BSX) 0.0 $22k 215.00 103.14
 View chart
Delta Air Lines Inc Del Com New (DAL) 0.0 $22k 409.00 53.83
 View chart
Travelers Companies (TRV) 0.0 $22k 82.00 265.33
 View chart
Shell Spon Ads (SHEL) 0.0 $22k 300.00 71.76
 View chart
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $21k NEW 135.00 157.94
 View chart
Ashland (ASH) 0.0 $21k 403.00 52.08
 View chart
Enterprise Products Partners (EPD) 0.0 $20k 631.00 31.98
 View chart
Nextera Energy (NEE) 0.0 $20k -45% 279.00 72.32
 View chart
RBB Us Treasry 12 Mt (OBIL) 0.0 $20k NEW 393.00 50.13
 View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $20k NEW 306.00 64.01
 View chart
Petroleum & Res Corp Com cef (PEO) 0.0 $18k 865.00 20.79
 View chart
IDEX Corporation (IEX) 0.0 $18k -23% 113.00 158.68
 View chart
Manulife Finl Corp (MFC) 0.0 $18k 588.00 30.08
 View chart
Parker-Hannifin Corporation (PH) 0.0 $17k 23.00 737.65
 View chart
AutoZone (AZO) 0.0 $16k 4.00 4035.25
 View chart
CVS Caremark Corporation (CVS) 0.0 $16k -5% 246.00 65.53
 View chart
Sherwin-Williams Company (SHW) 0.0 $16k 44.00 355.93
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $15k 31.00 498.23
 View chart
Autodesk (ADSK) 0.0 $15k -99% 52.00 290.69
 View chart
Intercontinental Exchange (ICE) 0.0 $15k 81.00 185.90
 View chart
Prudential Financial (PRU) 0.0 $15k +100% 146.00 103.01
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $15k NEW 72.00 207.18
 View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $15k +88% 264.00 55.72
 View chart
Rockwell Automation (ROK) 0.0 $15k 44.00 333.18
 View chart
B&G Foods (BGS) 0.0 $15k NEW 3.6k 4.07
 View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $14k NEW 191.00 75.60
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.0 $14k NEW 19.00 733.74
 View chart
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $14k NEW 328.00 42.45
 View chart
Gilead Sciences (GILD) 0.0 $14k -4% 116.00 119.04
 View chart
Cisco Systems (CSCO) 0.0 $13k -17% 185.00 71.66
 View chart
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $13k NEW 191.00 69.16
 View chart
Cdw (CDW) 0.0 $13k -79% 81.00 162.63
 View chart
Lincoln National Corporation (LNC) 0.0 $13k 342.00 38.19
 View chart
Thermo Fisher Scientific (TMO) 0.0 $13k -30% 28.00 461.36
 View chart
Citizens Financial (CFG) 0.0 $13k 261.00 47.72
 View chart
Johnson Ctls Intl SHS (JCI) 0.0 $12k -6% 115.00 105.22
 View chart
Constellation Energy (CEG) 0.0 $12k -5% 36.00 334.25
 View chart
Ishares Silver Tr Ishares (SLV) 0.0 $12k 341.00 34.92
 View chart
American Electric Power Company (AEP) 0.0 $11k 100.00 113.43
 View chart
Murphy Usa (MUSA) 0.0 $11k 30.00 377.90
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $11k 74.00 150.46
 View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.0 $11k -19% 302.00 35.38
 View chart
Union Pacific Corporation (UNP) 0.0 $10k NEW 47.00 222.26
 View chart
Investors Title Company (ITIC) 0.0 $10k 46.00 222.02
 View chart
Schwab Strategic Tr Crypto Thematic (STCE) 0.0 $10k NEW 187.00 53.41
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $9.9k NEW 222.00 44.57
 View chart
First Tr Exchange Traded Consumr Staple (FXG) 0.0 $9.7k NEW 150.00 64.40
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $9.6k 317.00 30.42
 View chart
Inventrust Pptys Corp Com New (IVT) 0.0 $9.5k 353.00 26.99
 View chart
Exelon Corporation (EXC) 0.0 $9.4k 207.00 45.34
 View chart
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $9.3k 62.00 149.61
 View chart
Welltower Inc Com reit (WELL) 0.0 $9.2k 55.00 168.04
 View chart
AFLAC Incorporated (AFL) 0.0 $9.1k -36% 88.00 103.72
 View chart
Digital Realty Trust (DLR) 0.0 $9.1k 53.00 171.36
 View chart
Innodata Com New (INOD) 0.0 $8.7k 200.00 43.53
 View chart
Ishares Tr Msci Euro Fl Etf (EUFN) 0.0 $8.5k 253.00 33.71
 View chart
Danaher Corporation (DHR) 0.0 $8.5k -6% 42.00 201.88
 View chart
Eastman Chemical Company (EMN) 0.0 $8.4k 136.00 61.62
 View chart
TransDigm Group Incorporated (TDG) 0.0 $8.3k 6.00 1389.83
 View chart
Dover Corporation (DOV) 0.0 $8.2k 47.00 174.91
 View chart
Abbott Laboratories (ABT) 0.0 $8.1k 60.00 135.50
 View chart
Equity Residential Sh Ben Int (EQR) 0.0 $8.0k 126.00 63.38
 View chart
Zoetis Cl A (ZTS) 0.0 $7.8k 53.00 147.96
 View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.0 $7.8k 108.00 71.83
 View chart
Crown Castle Intl (CCI) 0.0 $7.5k 72.00 104.54
 View chart
Yum! Brands (YUM) 0.0 $7.5k 53.00 140.98
 View chart
Intel Corporation (INTC) 0.0 $7.0k 350.00 19.97
 View chart
Key (KEY) 0.0 $6.8k 386.00 17.60
 View chart
Textron (TXT) 0.0 $6.8k 88.00 77.07
 View chart
Paccar (PCAR) 0.0 $6.7k 69.00 97.80
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $6.2k 17.00 366.59
 View chart
Alnylam Pharmaceuticals (ALNY) 0.0 $6.1k 14.00 439.00
 View chart
Freshpet (FRPT) 0.0 $5.8k 93.00 62.74
 View chart
Boeing Company (BA) 0.0 $5.7k 25.00 229.12
 View chart
Kyndryl Hldgs Common Stock (KD) 0.0 $5.6k 184.00 30.69
 View chart
Nike CL B (NKE) 0.0 $5.3k 72.00 74.21
 View chart
Citigroup Com New (C) 0.0 $5.3k 57.00 92.98
 View chart
Peakstone Realty Trust Common Shares (PKST) 0.0 $5.2k 431.00 12.08
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.0 $5.2k +19% 62.00 83.95
 View chart
Marriott Intl Cl A (MAR) 0.0 $5.2k 20.00 259.95
 View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.0 $5.2k 124.00 41.85
 View chart
Corteva (CTVA) 0.0 $5.1k 71.00 71.35
 View chart
Protara Therapeutics Com Stk (TARA) 0.0 $4.9k 1.6k 3.13
 View chart
Service Corporation International (SCI) 0.0 $4.9k 61.00 80.52
 View chart
CSX Corporation (CSX) 0.0 $4.8k -11% 135.00 35.46
 View chart
Live Oak Bancshares (LOB) 0.0 $4.8k 153.00 31.16
 View chart
Warner Bros Discovery Com Ser A (WBD) 0.0 $4.7k -11% 430.00 10.90
 View chart
TJX Companies (TJX) 0.0 $4.7k 35.00 133.06
 View chart
Prospect Capital Corporation (PSEC) 0.0 $4.3k +2% 1.5k 2.85
 View chart
Akamai Technologies (AKAM) 0.0 $4.3k 61.00 70.54
 View chart
Bristol Myers Squibb (BMY) 0.0 $4.3k -15% 93.00 46.00
 View chart
Agilent Technologies Inc C ommon (A) 0.0 $4.2k -52% 36.00 115.69
 View chart
Prologis (PLD) 0.0 $4.1k 38.00 106.61
 View chart
Chubb (CB) 0.0 $3.8k 14.00 272.21
 View chart
Linde SHS (LIN) 0.0 $3.8k 8.00 474.00
 View chart
J.B. Hunt Transport Services (JBHT) 0.0 $3.7k 26.00 141.38
 View chart
Pinnacle West Capital Corporation (PNW) 0.0 $3.7k 39.00 93.82
 View chart
AllianceBernstein Global Hgh Incm (AWF) 0.0 $3.6k 323.00 11.20
 View chart
Ishares Msci Jpn Etf New (EWJ) 0.0 $3.6k 46.00 77.93
 View chart
Yum China Holdings (YUMC) 0.0 $3.6k 80.00 44.56
 View chart
Fidelity Covington Trust Low Volity Etf (FDLO) 0.0 $3.5k 55.00 63.42
 View chart
Illinois Tool Works (ITW) 0.0 $3.4k 13.00 258.46
 View chart
Qorvo (QRVO) 0.0 $3.3k 38.00 88.11
 View chart
Ionis Pharmaceuticals (IONS) 0.0 $3.3k 79.00 41.65
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $3.3k 13.00 250.62
 View chart
Phillips 66 (PSX) 0.0 $3.3k -27% 27.00 120.41
 View chart
Paychex (PAYX) 0.0 $3.2k 22.00 143.27
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.0 $3.1k 13.00 241.85
 View chart
CenterPoint Energy (CNP) 0.0 $3.1k 79.00 39.08
 View chart
Cigna Corp (CI) 0.0 $3.1k 11.00 280.00
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $3.1k -71% 35.00 87.80
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $3.1k -95% 31.00 98.55
 View chart
L3harris Technologies (LHX) 0.0 $3.0k -35% 11.00 271.09
 View chart
Paypal Holdings (PYPL) 0.0 $2.9k 43.00 67.65
 View chart
BorgWarner (BWA) 0.0 $2.9k 75.00 38.56
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $2.9k 52.00 55.54
 View chart
Ishares Tr Msci Uk Etf New (EWU) 0.0 $2.9k 71.00 40.54
 View chart
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $2.8k 100.00 28.37
 View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $2.8k 36.00 77.64
 View chart
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $2.7k 78.00 34.28
 View chart
Cornerstone Total Rtrn Fd In (CRF) 0.0 $2.6k +5% 335.00 7.89
 View chart
Emerson Electric (EMR) 0.0 $2.6k 20.00 131.95
 View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $2.6k 44.00 59.57
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $2.6k 12.00 217.67
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.6k -89% 9.00 285.44
 View chart
Comerica Incorporated (CMA) 0.0 $2.5k +2% 38.00 66.42
 View chart
Ge Aerospace Com New (GE) 0.0 $2.5k 9.00 275.44
 View chart
AES Corporation (AES) 0.0 $2.5k 186.00 13.30
 View chart
Mccormick & Co Com Non Vtg (MKC) 0.0 $2.4k 34.00 70.32
 View chart
Fidelity Covington Trust Int Vl Fct Etf (FIVA) 0.0 $2.3k 76.00 30.24
 View chart
Select Sector Spdr Tr Technology (XLK) 0.0 $2.2k 8.00 277.25
 View chart
Ea Series Trust Strive Us Energy (DRLL) 0.0 $2.2k 81.00 27.10
 View chart
Hanesbrands (HBI) 0.0 $2.2k 451.00 4.84
 View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $2.1k -70% 27.00 77.93
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $2.1k 17.00 122.47
 View chart
Select Sector Spdr Tr Indl (XLI) 0.0 $2.0k 13.00 150.85
 View chart
Dow (DOW) 0.0 $1.9k +2% 90.00 21.34
 View chart
W.W. Grainger (GWW) 0.0 $1.9k 2.00 952.50
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $1.8k 25.00 71.36
 View chart
Independent Bk Corp Mich Com New (IBCP) 0.0 $1.8k 58.00 30.72
 View chart
Viatris (VTRS) 0.0 $1.7k 175.00 9.70
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $1.6k NEW 13.00 125.08
 View chart
Gentex Corporation (GNTX) 0.0 $1.6k 59.00 26.63
 View chart
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.0 $1.6k 68.00 23.03
 View chart
Colgate-Palmolive Company (CL) 0.0 $1.5k 18.00 85.72
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $1.5k -92% 5.00 301.40
 View chart
Select Sector Spdr Tr Financial (XLF) 0.0 $1.4k 27.00 51.26
 View chart
Ishares Tr Gbl Comm Svc Etf (IXP) 0.0 $1.4k 12.00 112.58
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $1.3k 10.00 131.70
 View chart
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $1.2k 35.00 34.34
 View chart
Lauder Estee Cos Cl A (EL) 0.0 $1.1k +8% 13.00 87.62
 View chart
Organon & Co Common Stock (OGN) 0.0 $1.1k 122.00 9.20
 View chart
Carlisle Companies (CSL) 0.0 $1.1k 3.00 367.67
 View chart
Kroger (KR) 0.0 $1.0k 14.00 74.43
 View chart
PPG Industries (PPG) 0.0 $969.000300 9.00 107.67
 View chart
Resideo Technologies (REZI) 0.0 $927.999400 34.00 27.29
 View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $919.000000 20.00 45.95
 View chart
Flagstar Financial Com New (FLG) 0.0 $846.997100 73.00 11.60
 View chart
Snap Cl A (SNAP) 0.0 $837.996700 113.00 7.42
 View chart
Stanley Black & Decker (SWK) 0.0 $762.999600 11.00 69.36
 View chart
Virtus Etf Tr Ii Virtus Newfleet (VSHY) 0.0 $760.000500 35.00 21.71
 View chart
Acurx Pharmaceuticals 0.0 $684.001800 -97% 153.00 4.47
 View chart
Fidelity Covington Trust Enhanced Large (FELV) 0.0 $642.000000 20.00 32.10
 View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.0 $599.999400 14.00 42.86
 View chart
Arcos Dorados Holdings Shs Class -a - (ARCO) 0.0 $575.996400 84.00 6.86
 View chart
Siriusxm Holdings Common Stock (SIRI) 0.0 $520.999200 24.00 21.71
 View chart
Compass Minerals International (CMP) 0.0 $514.999200 -4% 24.00 21.46
 View chart
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.0 $480.000000 5.00 96.00
 View chart
Chemours (CC) 0.0 $477.001200 39.00 12.23
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $454.999600 22.00 20.68
 View chart
Liberty Media Corp Del Com Lbty Liv S C (LLYVK) 0.0 $433.000000 5.00 86.60
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $427.000000 14.00 30.50
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $406.000000 -20% 4.00 101.50
 View chart
Antero Midstream Corp antero midstream (AM) 0.0 $399.000800 +4% 22.00 18.14
 View chart
Spdr Series Trust S&p Regl Bkg (KRE) 0.0 $358.000200 6.00 59.67
 View chart
Williams Companies (WMB) 0.0 $354.000000 6.00 59.00
 View chart
Proshares Tr Shrt 20+yr Tre (TBF) 0.0 $350.999600 14.00 25.07
 View chart
Tko Group Holdings Cl A (TKO) 0.0 $348.000000 2.00 174.00
 View chart
Select Sector Spdr Tr Energy (XLE) 0.0 $340.000000 NEW 4.00 85.00
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $322.000200 6.00 53.67
 View chart
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $292.000000 5.00 58.40
 View chart
Garrett Motion (GTX) 0.0 $254.000000 20.00 12.70
 View chart
Global X Fds Lithium Btry Etf (LIT) 0.0 $176.000000 4.00 44.00
 View chart
Liberty Media Corp Del Com Lbty One S A (FWONA) 0.0 $172.000000 2.00 86.00
 View chart
Liberty Media Corp Del Com Lbty Liv S A (LLYVA) 0.0 $169.000000 2.00 84.50
 View chart
Abrdn Healthcare Opportuniti SHS (THQ) 0.0 $167.999700 11.00 15.27
 View chart
WPP Adr (WPP) 0.0 $153.000000 -78% 6.00 25.50
 View chart
Fidelity National Financial Com Shs (FNF) 0.0 $150.000000 3.00 50.00
 View chart
Marriott Vacations Wrldwde Cp (VAC) 0.0 $142.000000 2.00 71.00
 View chart
Omega Healthcare Investors (OHI) 0.0 $129.000000 3.00 43.00
 View chart
American Airls (AAL) 0.0 $117.000000 NEW 10.00 11.70
 View chart
Liberty Broadband Corp Com Ser A (LBRDA) 0.0 $117.000000 2.00 58.50
 View chart
Chimera Invt Corp Com Shs (CIM) 0.0 $109.000000 8.00 13.62
 View chart
General Mills (GIS) 0.0 $106.000000 2.00 53.00
 View chart
Sabra Health Care REIT (SBRA) 0.0 $71.000000 4.00 17.75
 View chart
H&R Block (HRB) 0.0 $70.000000 1.00 70.00
 View chart
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $64.000000 2.00 32.00
 View chart
Global Net Lease Com New (GNL) 0.0 $56.000000 7.00 8.00
 View chart
Ishares Tr Us Infrastruc (IFRA) 0.0 $51.000000 -50% 1.00 51.00
 View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.0 $50.000000 1.00 50.00
 View chart
Annaly Capital Management In Com New (NLY) 0.0 $43.000000 NEW 2.00 21.50
 View chart
Ishares Tr Global Energ Etf (IXC) 0.0 $41.000000 1.00 41.00
 View chart
FirstEnergy (FE) 0.0 $33.000000 1.00 33.00
 View chart
Uniti Group Inc Com reit 0.0 $32.000000 -37% 5.00 6.40
 View chart
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.0 $22.000000 1.00 22.00
 View chart
Canopy Growth Corp Com New (CGC) 0.0 $17.000100 13.00 1.31
 View chart
Nio Spon Ads (NIO) 0.0 $15.000000 NEW 3.00 5.00
 View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.0 $13.000000 1.00 13.00
 View chart
Kartoon Studios Com New (TOON) 0.0 $3.000000 NEW 4.00 0.75
 View chart
180 Life Sciences Corp (ETHZ) 0.0 $3.000000 1.00 3.00
 View chart
Ascent Solar Technologies In Com New (ASTI) 0.0 $3.000000 1.00 3.00
 View chart
Sundial Growers (SNDL) 0.0 $2.000000 NEW 1.00 2.00
 View chart
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $0 0 0.00
 View chart
Ishares Tr Faln Angls Usd (FALN) 0.0 $0 0 0.00
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $0 0 0.00
 View chart
Ishares Msci Emrg Chn (EMXC) 0.0 $0 0 0.00
 View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $0 0 0.00
 View chart

Past Filings by Semmax Financial Advisors

SEC 13F filings are viewable for Semmax Financial Advisors going back to 2018

View all past filings