Semmax Financial Advisors
Latest statistics and disclosures from Semmax Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FLOT, SHV, VUG, VOO, JPM, and represent 17.02% of Semmax Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHI, O, TLT, SPLG, VCIT, VTC, VOO, VGLT, PFE, VTV.
- Started 53 new stock positions in FXU, DGRW, NET Lease Office Properties, JEPI, PANW, ICE, VCIT, AMT, IGM, BN.
- Reduced shares in these 10 stocks: SRC, MBB, RISR, FLOT, BLK, LAMR, JPM, SHV, TFC, OMC.
- Sold out of its positions in Canopy Gro, GM, GLDG, EEM, USIG, IGLB, GOVT, KHC, MOS, ON. COWZ, QS, SRC, TPIC, GDX, VGSH, VGIT, VMware, XPEV, YUM.
- Semmax Financial Advisors was a net buyer of stock by $6.6M.
- Semmax Financial Advisors has $275M in assets under management (AUM), dropping by 9.96%.
- Central Index Key (CIK): 0001767301
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Semmax Financial Advisors holds 401 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Fltg Rate Nt Etf (FLOT) | 4.3 | $12M | -11% | 235k | 50.84 |
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Ishares Tr Short Treas Bd (SHV) | 4.2 | $12M | -6% | 104k | 110.25 |
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Vanguard Index Fds Growth Etf (VUG) | 3.4 | $9.3M | +4% | 28k | 330.79 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.6 | $7.1M | +15% | 16k | 453.96 |
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JPMorgan Chase & Co. (JPM) | 2.5 | $6.9M | -11% | 40k | 174.26 |
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Exxon Mobil Corporation (XOM) | 2.3 | $6.3M | 62k | 102.29 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.2 | $6.2M | 66k | 93.54 |
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Fidelity National Information Services (FIS) | 2.2 | $6.0M | -4% | 97k | 61.24 |
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Comcast Corp Cl A (CMCSA) | 2.0 | $5.4M | -4% | 130k | 41.85 |
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Microsoft Corporation (MSFT) | 1.9 | $5.2M | 13k | 406.33 |
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Enbridge (ENB) | 1.7 | $4.7M | -7% | 136k | 34.19 |
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Meta Platforms Cl A (META) | 1.6 | $4.5M | +3% | 9.8k | 460.10 |
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 1.6 | $4.5M | +32804% | 103k | 43.87 |
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Philip Morris International (PM) | 1.6 | $4.5M | -4% | 50k | 89.19 |
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Wells Fargo & Company (WFC) | 1.6 | $4.5M | -7% | 92k | 48.59 |
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Vanguard Index Fds Value Etf (VTV) | 1.6 | $4.4M | +15% | 29k | 151.28 |
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Edison International (EIX) | 1.5 | $4.2M | -7% | 65k | 64.41 |
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Lamar Advertising Cl A (LAMR) | 1.5 | $4.1M | -19% | 40k | 104.55 |
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Air Products & Chemicals (APD) | 1.5 | $4.1M | 19k | 217.61 |
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Duke Energy Corp Com New (DUK) | 1.5 | $4.0M | -6% | 44k | 91.61 |
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Medtronic SHS (MDT) | 1.5 | $4.0M | 48k | 83.59 |
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Booking Holdings (BKNG) | 1.5 | $4.0M | +7% | 1.1k | 3747.61 |
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GSK Sponsored Adr (GSK) | 1.4 | $3.9M | -4% | 95k | 41.39 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $3.8M | -4% | 34k | 112.11 |
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BlackRock (BLK) | 1.4 | $3.7M | -23% | 4.8k | 778.06 |
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Starbucks Corporation (SBUX) | 1.4 | $3.7M | -8% | 39k | 94.45 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.3 | $3.7M | 48k | 76.34 |
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United Parcel Service CL B (UPS) | 1.3 | $3.6M | -8% | 25k | 144.90 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $3.5M | +11% | 24k | 145.14 |
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Omni (OMC) | 1.3 | $3.5M | -13% | 41k | 85.14 |
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Coca-Cola Company (KO) | 1.3 | $3.5M | -9% | 59k | 59.35 |
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Amgen (AMGN) | 1.3 | $3.5M | -9% | 12k | 290.48 |
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Tidal Etf Tr Foliobeyond Alte (RISR) | 1.3 | $3.5M | -33% | 104k | 33.41 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $3.3M | +6% | 8.3k | 394.78 |
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Genuine Parts Company (GPC) | 1.2 | $3.2M | -7% | 23k | 142.41 |
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Amazon (AMZN) | 1.1 | $3.1M | +2% | 19k | 168.64 |
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Pfizer (PFE) | 1.1 | $3.0M | +26% | 109k | 27.40 |
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Visa Com Cl A (V) | 1.0 | $2.9M | +7% | 10k | 276.32 |
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Ishares Tr Mbs Etf (MBB) | 1.0 | $2.9M | -45% | 32k | 91.20 |
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Realty Income (O) | 1.0 | $2.8M | +8958% | 54k | 51.78 |
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Anthem (ELV) | 1.0 | $2.8M | +9% | 5.5k | 505.34 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $2.8M | +13376% | 30k | 92.35 |
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Charles Schwab Corporation (SCHW) | 1.0 | $2.8M | +5% | 44k | 62.96 |
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Truist Financial Corp equities (TFC) | 1.0 | $2.8M | -18% | 78k | 35.47 |
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Iqvia Holdings (IQV) | 1.0 | $2.7M | +9% | 13k | 215.28 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 1.0 | $2.7M | +14% | 17k | 163.30 |
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Mastercard Incorporated Cl A (MA) | 1.0 | $2.7M | +11% | 5.9k | 460.42 |
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Vanguard Index Fds Small Cp Etf (VB) | 1.0 | $2.7M | +12% | 13k | 210.17 |
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Procter & Gamble Company (PG) | 1.0 | $2.7M | -8% | 17k | 157.22 |
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Verizon Communications (VZ) | 1.0 | $2.6M | -11% | 66k | 40.13 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.8 | $2.3M | +1417% | 40k | 58.14 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $2.2M | 17k | 127.55 |
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Texas Instruments Incorporated (TXN) | 0.8 | $2.1M | -9% | 13k | 156.85 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.7 | $2.0M | -12% | 27k | 74.51 |
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Lockheed Martin Corporation (LMT) | 0.7 | $1.9M | -11% | 4.4k | 426.52 |
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CarMax (KMX) | 0.7 | $1.9M | +11% | 26k | 72.54 |
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Lloyds Banking Group Sponsored Adr (LYG) | 0.7 | $1.9M | -10% | 921k | 2.02 |
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Adobe Systems Incorporated (ADBE) | 0.7 | $1.8M | +9% | 3.0k | 601.89 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $1.8M | NEW | 22k | 79.39 |
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Oracle Corporation (ORCL) | 0.6 | $1.8M | +4% | 15k | 113.68 |
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Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.7M | 11k | 146.37 |
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AmerisourceBergen (COR) | 0.6 | $1.6M | +7% | 6.9k | 231.70 |
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Deere & Company (DE) | 0.6 | $1.6M | 4.1k | 379.27 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.6 | $1.6M | -22% | 35k | 44.98 |
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Check Point Software Tech Lt Ord (CHKP) | 0.5 | $1.5M | +15% | 9.0k | 164.13 |
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Walt Disney Company (DIS) | 0.5 | $1.3M | +7% | 12k | 110.46 |
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UnitedHealth (UNH) | 0.4 | $1.2M | +11% | 2.3k | 516.80 |
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.4 | $1.1M | +545% | 15k | 75.53 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $1.1M | +47% | 11k | 100.45 |
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Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.3 | $941k | +43859% | 16k | 57.83 |
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Novartis Sponsored Adr (NVS) | 0.3 | $917k | +5% | 9.3k | 99.06 |
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Altria (MO) | 0.3 | $858k | -7% | 21k | 40.23 |
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Fiserv (FI) | 0.3 | $853k | +8% | 5.9k | 143.58 |
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CVS Caremark Corporation (CVS) | 0.3 | $847k | +22% | 11k | 76.59 |
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Analog Devices (ADI) | 0.3 | $813k | +2% | 4.4k | 184.68 |
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Veeva Sys Cl A Com (VEEV) | 0.3 | $796k | +16% | 3.7k | 213.93 |
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General Dynamics Corporation (GD) | 0.3 | $774k | 2.9k | 267.25 |
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Unilever Spon Adr New (UL) | 0.3 | $734k | +4% | 15k | 50.10 |
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salesforce (CRM) | 0.3 | $715k | +8% | 2.5k | 281.15 |
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Becton, Dickinson and (BDX) | 0.3 | $699k | +6% | 2.9k | 239.10 |
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Sanofi Sponsored Adr (SNY) | 0.3 | $692k | +11% | 15k | 45.75 |
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Netflix (NFLX) | 0.2 | $685k | +3% | 1.2k | 554.67 |
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Compass Minerals International (CMP) | 0.2 | $683k | -7% | 33k | 20.68 |
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McKesson Corporation (MCK) | 0.2 | $671k | +4% | 1.3k | 504.68 |
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Ecolab (ECL) | 0.2 | $626k | +10% | 2.8k | 221.20 |
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RBB Us Trsry 6 Mnth (XBIL) | 0.2 | $619k | +17% | 12k | 50.01 |
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eBay (EBAY) | 0.2 | $586k | +6% | 14k | 41.13 |
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Chevron Corporation (CVX) | 0.2 | $555k | +12% | 3.7k | 150.61 |
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Autodesk (ADSK) | 0.2 | $552k | +10% | 2.2k | 256.76 |
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ConocoPhillips (COP) | 0.2 | $546k | +11% | 5.0k | 109.77 |
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Bank of New York Mellon Corporation (BK) | 0.2 | $540k | -2% | 10k | 53.89 |
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Bank of America Corporation (BAC) | 0.2 | $498k | +4% | 15k | 32.75 |
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Ishares Tr Core Total Usd (IUSB) | 0.2 | $492k | +1231% | 11k | 45.02 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $470k | +1311% | 3.0k | 155.67 |
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Cdw (CDW) | 0.2 | $435k | -29% | 1.8k | 237.49 |
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Ishares Tr Eafe Value Etf (EFV) | 0.1 | $362k | +1262% | 7.2k | 50.46 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $357k | +616% | 7.9k | 45.44 |
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Wal-Mart Stores (WMT) | 0.1 | $283k | +560% | 1.7k | 169.15 |
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Lowe's Companies (LOW) | 0.1 | $281k | +13% | 1.2k | 225.45 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $273k | +1521% | 2.8k | 97.24 |
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Southern Company (SO) | 0.1 | $264k | 3.9k | 67.50 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $238k | 2.2k | 108.66 |
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Raytheon Technologies Corp (RTX) | 0.1 | $237k | -2% | 2.6k | 90.58 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $232k | +27% | 2.9k | 79.69 |
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RBB Us Treas 3 Mnth (TBIL) | 0.1 | $217k | -16% | 4.3k | 49.94 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $215k | +1590% | 1.6k | 131.08 |
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Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $198k | +608% | 3.9k | 50.58 |
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International Business Machines (IBM) | 0.1 | $188k | 1.0k | 185.43 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $187k | -5% | 1.2k | 157.39 |
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Old Dominion Freight Line (ODFL) | 0.1 | $176k | 414.00 | 424.27 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $170k | +15% | 342.00 | 496.90 |
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Ishares Core Msci Emkt (IEMG) | 0.1 | $161k | +253% | 3.3k | 49.24 |
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $160k | +281% | 3.2k | 50.31 |
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Tesla Motors (TSLA) | 0.1 | $155k | 841.00 | 184.02 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $150k | +1926% | 1.4k | 108.77 |
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Allstate Corporation (ALL) | 0.1 | $145k | 913.00 | 158.58 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $139k | NEW | 799.00 | 174.27 |
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Johnson & Johnson (JNJ) | 0.0 | $127k | -43% | 809.00 | 156.44 |
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Williams Companies (WMB) | 0.0 | $121k | -42% | 3.6k | 34.04 |
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Apple (AAPL) | 0.0 | $120k | 649.00 | 185.33 |
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Broadcom (AVGO) | 0.0 | $115k | +31% | 92.00 | 1252.38 |
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Marathon Petroleum Corp (MPC) | 0.0 | $112k | 660.00 | 169.88 |
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Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.0 | $112k | NEW | 2.7k | 41.68 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $98k | +4% | 228.00 | 428.56 |
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Ishares Tr S&p 100 Etf (OEF) | 0.0 | $93k | +718% | 393.00 | 235.26 |
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Abbvie (ABBV) | 0.0 | $91k | +23% | 521.00 | 174.79 |
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Ishares Msci Emrg Chn (EMXC) | 0.0 | $79k | +2521% | 1.4k | 54.92 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $78k | +826% | 973.00 | 80.53 |
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British Amern Tob Sponsored Adr (BTI) | 0.0 | $75k | 2.5k | 30.46 |
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Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $75k | NEW | 1.8k | 41.67 |
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Dominion Resources (D) | 0.0 | $71k | -36% | 1.6k | 44.35 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $67k | 133.00 | 505.00 |
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Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $66k | 3.7k | 18.08 |
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Ishares Tr Us Infrastruc (IFRA) | 0.0 | $62k | +2615% | 1.6k | 38.64 |
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Eli Lilly & Co. (LLY) | 0.0 | $62k | 83.00 | 744.40 |
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NVIDIA Corporation (NVDA) | 0.0 | $60k | +822% | 83.00 | 720.80 |
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Norfolk Southern (NSC) | 0.0 | $57k | 227.00 | 251.62 |
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Ishares Tr Global 100 Etf (IOO) | 0.0 | $55k | 646.00 | 84.31 |
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Ishares Tr Global Energ Etf (IXC) | 0.0 | $54k | +1109% | 1.4k | 38.41 |
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Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $52k | 4.3k | 12.16 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $52k | NEW | 1.0k | 50.52 |
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Honeywell International (HON) | 0.0 | $51k | +4% | 262.00 | 194.01 |
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Ishares Tr Tips Bd Etf (TIP) | 0.0 | $50k | +509% | 469.00 | 105.61 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $46k | 564.00 | 81.58 |
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Fs Kkr Capital Corp (FSK) | 0.0 | $46k | +3% | 2.3k | 19.91 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $45k | 891.00 | 50.31 |
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Morgan Stanley Com New (MS) | 0.0 | $44k | 519.00 | 84.82 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $43k | 173.00 | 250.64 |
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Valvoline Inc Common (VVV) | 0.0 | $43k | 1.1k | 39.02 |
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First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.0 | $43k | 930.00 | 46.00 |
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Discover Financial Services (DFS) | 0.0 | $43k | 392.00 | 108.39 |
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McDonald's Corporation (MCD) | 0.0 | $42k | -22% | 148.00 | 286.68 |
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Ingles Mkts Cl A (IMKTA) | 0.0 | $42k | 550.00 | 75.72 |
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Alps Etf Tr Oshares Us Qualt (OUSA) | 0.0 | $40k | 852.00 | 47.32 |
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Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $39k | 876.00 | 44.33 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $38k | 195.00 | 194.95 |
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $37k | 2.7k | 13.39 |
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Ashland (ASH) | 0.0 | $36k | 400.00 | 90.93 |
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Epam Systems (EPAM) | 0.0 | $34k | 125.00 | 272.67 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $34k | 990.00 | 34.41 |
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American Express Company (AXP) | 0.0 | $34k | 161.00 | 209.83 |
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WPP Adr (WPP) | 0.0 | $33k | -76% | 702.00 | 47.38 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $32k | 221.00 | 146.79 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $32k | +753% | 367.00 | 86.47 |
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Costco Wholesale Corporation (COST) | 0.0 | $32k | +340% | 44.00 | 716.73 |
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John Hancock Income Securities Trust (JHS) | 0.0 | $31k | 2.8k | 10.88 |
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Rollins (ROL) | 0.0 | $31k | 699.00 | 43.82 |
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Uber Technologies (UBER) | 0.0 | $30k | -8% | 440.00 | 68.94 |
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Target Corporation (TGT) | 0.0 | $29k | 200.00 | 146.11 |
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RPM International (RPM) | 0.0 | $29k | 265.00 | 108.50 |
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Home Depot (HD) | 0.0 | $28k | +8% | 78.00 | 355.94 |
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At&t (T) | 0.0 | $27k | +244% | 1.6k | 16.90 |
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Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $27k | 865.00 | 30.70 |
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Nordson Corporation (NDSN) | 0.0 | $27k | 102.00 | 260.13 |
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Gra (GGG) | 0.0 | $25k | 285.00 | 87.64 |
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Automatic Data Processing (ADP) | 0.0 | $25k | 100.00 | 249.59 |
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Kinder Morgan (KMI) | 0.0 | $23k | 1.3k | 16.85 |
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Dupont De Nemours (DD) | 0.0 | $22k | 332.00 | 66.88 |
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Trimble Navigation (TRMB) | 0.0 | $22k | 390.00 | 55.96 |
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Te Connectivity SHS (TEL) | 0.0 | $22k | -13% | 155.00 | 140.62 |
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Phillips Edison & Co Common Stock (PECO) | 0.0 | $22k | 628.00 | 34.47 |
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Tyler Technologies (TYL) | 0.0 | $19k | 45.00 | 431.71 |
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MarketAxess Holdings (MKTX) | 0.0 | $19k | 88.00 | 219.73 |
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Ceridian Hcm Hldg (CDAY) | 0.0 | $19k | 274.00 | 70.21 |
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Shell Spon Ads (SHEL) | 0.0 | $19k | 300.00 | 63.42 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $18k | +3600% | 37.00 | 487.41 |
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Tractor Supply Company (TSCO) | 0.0 | $18k | 76.00 | 233.57 |
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Wp Carey (WPC) | 0.0 | $18k | 316.00 | 55.88 |
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Wisdomtree Tr Us Total Dividnd (DTD) | 0.0 | $17k | NEW | 263.00 | 66.05 |
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Travelers Companies (TRV) | 0.0 | $17k | NEW | 80.00 | 215.95 |
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Atmos Energy Corporation (ATO) | 0.0 | $17k | 154.00 | 111.75 |
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Eaton Corp SHS (ETN) | 0.0 | $17k | 61.00 | 272.89 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $17k | 31.00 | 531.06 |
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Acurx Pharmaceuticals (ACXP) | 0.0 | $17k | 5.9k | 2.80 |
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Delta Air Lines Inc Del Com New (DAL) | 0.0 | $16k | 402.00 | 40.03 |
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Enterprise Products Partners (EPD) | 0.0 | $16k | 595.00 | 26.92 |
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Ford Motor Company (F) | 0.0 | $16k | 1.3k | 12.68 |
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Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $15k | -11% | 213.00 | 70.55 |
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Marathon Oil Corporation (MRO) | 0.0 | $15k | 660.00 | 22.33 |
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Roblox Corp Cl A (RBLX) | 0.0 | $13k | -15% | 300.00 | 42.28 |
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Corteva (CTVA) | 0.0 | $12k | 231.00 | 53.71 |
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Manulife Finl Corp (MFC) | 0.0 | $12k | 557.00 | 22.21 |
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Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.0 | $12k | NEW | 244.00 | 50.19 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $12k | NEW | 214.00 | 55.94 |
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Murphy Usa (MUSA) | 0.0 | $12k | 30.00 | 391.80 |
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Eastman Chemical Company (EMN) | 0.0 | $11k | 136.00 | 82.12 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $11k | -11% | 60.00 | 184.53 |
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Blackrock Etf Trust Ii Flexible Income (BINC) | 0.0 | $11k | NEW | 211.00 | 51.95 |
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AutoZone (AZO) | 0.0 | $11k | 4.00 | 2726.25 |
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Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $11k | NEW | 56.00 | 193.05 |
|
Chipotle Mexican Grill (CMG) | 0.0 | $10k | 4.00 | 2599.25 |
|
|
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $10k | NEW | 142.00 | 72.01 |
|
BioCryst Pharmaceuticals (BCRX) | 0.0 | $9.8k | 1.8k | 5.32 |
|
|
Pepsi (PEP) | 0.0 | $9.6k | -40% | 57.00 | 169.04 |
|
Intel Corporation (INTC) | 0.0 | $9.5k | 219.00 | 43.25 |
|
|
Merck & Co (MRK) | 0.0 | $9.2k | +97% | 73.00 | 125.86 |
|
Thermo Fisher Scientific (TMO) | 0.0 | $9.2k | 17.00 | 538.65 |
|
|
Inventrust Pptys Corp Com New (IVT) | 0.0 | $8.8k | 353.00 | 25.03 |
|
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $8.8k | +50% | 36.00 | 245.28 |
|
Barrick Gold Corp (GOLD) | 0.0 | $8.5k | 600.00 | 14.15 |
|
|
Campbell Soup Company (CPB) | 0.0 | $8.4k | NEW | 202.00 | 41.67 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $8.3k | +17% | 20.00 | 416.05 |
|
Freshpet (FRPT) | 0.0 | $8.1k | 93.00 | 87.54 |
|
|
Gilead Sciences (GILD) | 0.0 | $8.1k | 110.00 | 73.28 |
|
|
American Electric Power Company (AEP) | 0.0 | $8.0k | 100.00 | 79.66 |
|
|
Prospect Capital Corporation (PSEC) | 0.0 | $7.9k | 1.5k | 5.33 |
|
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $7.7k | NEW | 101.00 | 76.09 |
|
Citizens Financial (CFG) | 0.0 | $7.6k | 245.00 | 31.19 |
|
|
Peakstone Realty Trust Common Shares (PKST) | 0.0 | $7.6k | 533.00 | 14.32 |
|
|
Akamai Technologies (AKAM) | 0.0 | $7.6k | 61.00 | 125.07 |
|
|
Emerson Electric (EMR) | 0.0 | $7.5k | 71.00 | 105.31 |
|
|
Dover Corporation (DOV) | 0.0 | $7.4k | +2% | 47.00 | 158.45 |
|
Zoetis Cl A (ZTS) | 0.0 | $7.4k | 40.00 | 183.93 |
|
|
Prudential Financial (PRU) | 0.0 | $7.3k | 69.00 | 105.88 |
|
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $7.3k | -47% | 155.00 | 47.03 |
|
Digital Realty Trust (DLR) | 0.0 | $7.3k | NEW | 51.00 | 142.18 |
|
Johnson Ctls Intl SHS (JCI) | 0.0 | $7.1k | 130.00 | 54.60 |
|
|
Paccar (PCAR) | 0.0 | $7.0k | +3% | 66.00 | 105.67 |
|
Crown Castle Intl (CCI) | 0.0 | $6.9k | NEW | 66.00 | 105.24 |
|
Equity Residential Sh Ben Int (EQR) | 0.0 | $6.9k | NEW | 119.00 | 58.13 |
|
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $6.9k | 79.00 | 87.27 |
|
|
Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $6.9k | NEW | 96.00 | 71.79 |
|
Microstrategy Cl A New (MSTR) | 0.0 | $6.9k | 10.00 | 686.10 |
|
|
TransDigm Group Incorporated (TDG) | 0.0 | $6.7k | 6.00 | 1122.33 |
|
|
Nextera Energy (NEE) | 0.0 | $6.3k | 113.00 | 55.36 |
|
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $6.0k | NEW | 120.00 | 50.35 |
|
Paramount Global Class B Com (PARA) | 0.0 | $6.0k | 461.00 | 13.00 |
|
|
Live Oak Bancshares (LOB) | 0.0 | $5.9k | 153.00 | 38.48 |
|
|
Zions Bancorporation (ZION) | 0.0 | $5.8k | NEW | 147.00 | 39.34 |
|
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $5.4k | NEW | 11.00 | 492.09 |
|
Welltower Inc Com reit (WELL) | 0.0 | $5.4k | 62.00 | 86.71 |
|
|
Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $5.4k | NEW | 137.00 | 39.09 |
|
Boeing Company (BA) | 0.0 | $5.1k | 25.00 | 204.48 |
|
|
KBR (KBR) | 0.0 | $5.0k | 95.00 | 53.01 |
|
|
Ishares Tr Msci Acwi Exus (HAWX) | 0.0 | $4.8k | NEW | 165.00 | 29.39 |
|
Shopify Cl A (SHOP) | 0.0 | $4.8k | 62.00 | 77.19 |
|
|
Marriott Intl Cl A (MAR) | 0.0 | $4.7k | 20.00 | 234.95 |
|
|
stock (SPLK) | 0.0 | $4.6k | 30.00 | 154.50 |
|
|
Blue Ridge Bank (BRBS) | 0.0 | $4.6k | NEW | 1.9k | 2.42 |
|
Dow (DOW) | 0.0 | $4.4k | 82.00 | 53.26 |
|
|
Service Corporation International (SCI) | 0.0 | $4.3k | 61.00 | 69.75 |
|
|
Martin Marietta Materials (MLM) | 0.0 | $4.2k | NEW | 8.00 | 527.25 |
|
Bristol Myers Squibb (BMY) | 0.0 | $4.2k | +2% | 87.00 | 48.45 |
|
Select Sector Spdr Tr Energy (XLE) | 0.0 | $4.2k | NEW | 50.00 | 84.18 |
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $4.1k | NEW | 8.00 | 508.12 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $4.0k | NEW | 11.00 | 364.18 |
|
Ionis Pharmaceuticals (IONS) | 0.0 | $4.0k | 82.00 | 48.41 |
|
|
Danaher Corporation (DHR) | 0.0 | $3.9k | NEW | 16.00 | 241.81 |
|
Intuit (INTU) | 0.0 | $3.8k | NEW | 6.00 | 639.33 |
|
Kyndryl Hldgs Common Stock (KD) | 0.0 | $3.8k | 184.00 | 20.60 |
|
|
Caterpillar (CAT) | 0.0 | $3.7k | 12.00 | 305.17 |
|
|
Antero Midstream Corp antero midstream (AM) | 0.0 | $3.6k | 311.00 | 11.68 |
|
|
First Tr Exchange Traded Utilities Alph (FXU) | 0.0 | $3.6k | NEW | 121.00 | 29.67 |
|
Constellation Energy (CEG) | 0.0 | $3.5k | +3% | 28.00 | 125.82 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $3.5k | NEW | 29.00 | 120.00 |
|
Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.0 | $3.3k | -97% | 91.00 | 35.92 |
|
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.3k | +388% | 342.00 | 9.54 |
|
Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $3.2k | 62.00 | 51.27 |
|
|
Yum China Holdings (YUMC) | 0.0 | $3.2k | 80.00 | 39.71 |
|
|
Servicenow (NOW) | 0.0 | $3.1k | NEW | 4.00 | 774.00 |
|
Sherwin-Williams Company (SHW) | 0.0 | $3.1k | NEW | 10.00 | 307.30 |
|
AES Corporation (AES) | 0.0 | $3.0k | 186.00 | 16.18 |
|
|
Starwood Property Trust (STWD) | 0.0 | $3.0k | 159.00 | 18.89 |
|
|
Exelon Corporation (EXC) | 0.0 | $3.0k | 87.00 | 34.00 |
|
|
Abbott Laboratories (ABT) | 0.0 | $2.9k | +2500% | 26.00 | 111.92 |
|
EOG Resources (EOG) | 0.0 | $2.9k | NEW | 26.00 | 111.92 |
|
Markel Corporation (MKL) | 0.0 | $2.9k | NEW | 2.00 | 1441.00 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $2.8k | +3% | 29.00 | 97.34 |
|
Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $2.8k | +3% | 30.00 | 94.00 |
|
Kosmos Energy (KOS) | 0.0 | $2.8k | 500.00 | 5.54 |
|
|
Chemours (CC) | 0.0 | $2.8k | 91.00 | 30.43 |
|
|
Nucor Corporation (NUE) | 0.0 | $2.7k | 15.00 | 180.67 |
|
|
TJX Companies (TJX) | 0.0 | $2.6k | NEW | 27.00 | 97.96 |
|
Cme (CME) | 0.0 | $2.6k | 12.00 | 215.25 |
|
|
Advanced Micro Devices (AMD) | 0.0 | $2.6k | NEW | 15.00 | 171.60 |
|
Paypal Holdings (PYPL) | 0.0 | $2.5k | 43.00 | 58.28 |
|
|
Aon Shs Cl A (AON) | 0.0 | $2.5k | NEW | 8.00 | 313.25 |
|
Electronic Arts (EA) | 0.0 | $2.5k | NEW | 18.00 | 139.00 |
|
Pinnacle West Capital Corporation (PNW) | 0.0 | $2.5k | +2% | 37.00 | 67.57 |
|
Willis Towers Watson SHS (WTW) | 0.0 | $2.5k | 9.00 | 272.89 |
|
|
Lyft Cl A Com (LYFT) | 0.0 | $2.4k | -15% | 194.00 | 12.13 |
|
Ishares Tr Faln Angls Usd (FALN) | 0.0 | $2.3k | -97% | 89.00 | 26.34 |
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $2.3k | -71% | 48.00 | 48.50 |
|
Cisco Systems (CSCO) | 0.0 | $2.3k | +2% | 47.00 | 49.32 |
|
Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $2.3k | +3% | 126.00 | 18.11 |
|
Alnylam Pharmaceuticals (ALNY) | 0.0 | $2.3k | 14.00 | 162.00 |
|
|
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $2.2k | 34.00 | 65.35 |
|
|
Union Pacific Corporation (UNP) | 0.0 | $2.2k | NEW | 9.00 | 245.67 |
|
Innodata Com New (INOD) | 0.0 | $2.2k | NEW | 200.00 | 10.88 |
|
Viatris (VTRS) | 0.0 | $2.1k | 179.00 | 11.97 |
|
|
Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $2.1k | 77.00 | 27.75 |
|
|
American Tower Reit (AMT) | 0.0 | $2.1k | NEW | 11.00 | 190.09 |
|
Gentex Corporation (GNTX) | 0.0 | $2.1k | 59.00 | 34.78 |
|
|
Hanesbrands (HBI) | 0.0 | $2.0k | 453.00 | 4.52 |
|
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $2.0k | 5.00 | 408.60 |
|
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $2.0k | -44% | 49.00 | 40.18 |
|
Republic Services (RSG) | 0.0 | $1.9k | NEW | 11.00 | 176.27 |
|
Intercontinental Exchange (ICE) | 0.0 | $1.9k | NEW | 14.00 | 134.43 |
|
D.R. Horton (DHI) | 0.0 | $1.9k | 13.00 | 143.08 |
|
|
General Mills (GIS) | 0.0 | $1.8k | -93% | 29.00 | 63.10 |
|
Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $1.8k | NEW | 18.00 | 101.28 |
|
Lauder Estee Cos Cl A (EL) | 0.0 | $1.7k | 12.00 | 144.00 |
|
|
Chimera Invt Corp Com New (CIM) | 0.0 | $1.7k | +2% | 383.00 | 4.51 |
|
Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.7k | 8.00 | 211.38 |
|
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.7k | 13.00 | 126.92 |
|
|
Progressive Corporation (PGR) | 0.0 | $1.6k | 9.00 | 183.11 |
|
|
Omega Healthcare Investors (OHI) | 0.0 | $1.6k | +2% | 50.00 | 31.52 |
|
Parker-Hannifin Corporation (PH) | 0.0 | $1.6k | 3.00 | 517.00 |
|
|
Etfis Ser Tr I Virtus Newfleet (NFLT) | 0.0 | $1.5k | 68.00 | 22.41 |
|
|
Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.5k | 100.00 | 15.12 |
|
|
H&R Block (HRB) | 0.0 | $1.5k | 31.00 | 47.68 |
|
|
Palo Alto Networks (PANW) | 0.0 | $1.5k | NEW | 4.00 | 368.50 |
|
Independent Bk Corp Mich Com New (IBCP) | 0.0 | $1.4k | 58.00 | 24.07 |
|
|
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $1.3k | NEW | 25.00 | 52.48 |
|
Snap Cl A (SNAP) | 0.0 | $1.3k | 113.00 | 11.14 |
|
|
Global Net Lease Com New (GNL) | 0.0 | $1.2k | +3% | 146.00 | 8.01 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.1k | NEW | 5.00 | 228.40 |
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.1k | 10.00 | 109.60 |
|
|
FirstEnergy (FE) | 0.0 | $1.1k | 29.00 | 37.41 |
|
|
Petroleum & Res Corp Com cef (PEO) | 0.0 | $1.1k | 52.00 | 20.85 |
|
|
Steel Dynamics (STLD) | 0.0 | $1.1k | 9.00 | 119.33 |
|
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $1.0k | 27.00 | 38.30 |
|
|
New York Community Ban (NYCB) | 0.0 | $1.0k | 218.00 | 4.64 |
|
|
Arcos Dorados Holdings Shs Class -a - (ARCO) | 0.0 | $1.0k | 84.00 | 12.00 |
|
|
Agnc Invt Corp Com reit (AGNC) | 0.0 | $980.001800 | +3% | 106.00 | 9.25 |
|
Stanley Black & Decker (SWK) | 0.0 | $958.999800 | 11.00 | 87.18 |
|
|
Ishares Tr Gbl Comm Svc Etf (IXP) | 0.0 | $941.000400 | 12.00 | 78.42 |
|
|
Timken Company (TKR) | 0.0 | $882.999700 | 11.00 | 80.27 |
|
|
Cal Maine Foods Com New (CALM) | 0.0 | $882.000000 | 16.00 | 55.12 |
|
|
CenterPoint Energy (CNP) | 0.0 | $845.001100 | 31.00 | 27.26 |
|
|
Annaly Capital Management In Com New (NLY) | 0.0 | $832.000500 | +2% | 45.00 | 18.49 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $823.000000 | 5.00 | 164.60 |
|
|
Rocket Cos Com Cl A (RKT) | 0.0 | $821.001800 | 73.00 | 11.25 |
|
|
Sabra Health Care REIT (SBRA) | 0.0 | $789.997200 | 57.00 | 13.86 |
|
|
Virtus Etf Tr Ii Virtus Newfleet (VSHY) | 0.0 | $743.998500 | 35.00 | 21.26 |
|
|
Simon Property (SPG) | 0.0 | $740.000000 | 5.00 | 148.00 |
|
|
News Corp Cl A (NWSA) | 0.0 | $725.001200 | 28.00 | 25.89 |
|
|
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $685.000000 | 20.00 | 34.25 |
|
|
Uniti Group Inc Com reit (UNIT) | 0.0 | $663.000000 | +2% | 136.00 | 4.88 |
|
Senseonics Hldgs (SENS) | 0.0 | $653.950000 | 1.1k | 0.59 |
|
|
Cardinal Health (CAH) | 0.0 | $633.000000 | 6.00 | 105.50 |
|
|
Kroger (KR) | 0.0 | $619.000200 | +7% | 14.00 | 44.21 |
|
Liberty Media Corp Del Com Lbty Srm S C (LSXMK) | 0.0 | $596.000000 | 20.00 | 29.80 |
|
|
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.0 | $587.000400 | 14.00 | 41.93 |
|
|
Resideo Technologies (REZI) | 0.0 | $580.998800 | 34.00 | 17.09 |
|
|
Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $534.000000 | -61% | 32.00 | 16.69 |
|
NET Lease Office Properties | 0.0 | $519.000300 | NEW | 21.00 | 24.71 |
|
Ventas (VTR) | 0.0 | $470.000300 | 11.00 | 42.73 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $465.000000 | NEW | 2.00 | 232.50 |
|
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $456.999400 | 22.00 | 20.77 |
|
|
Qorvo (QRVO) | 0.0 | $447.000000 | 4.00 | 111.75 |
|
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $433.000400 | 14.00 | 30.93 |
|
|
Proshares Tr Shrt 20+yr Tre (TBF) | 0.0 | $340.999400 | 14.00 | 24.36 |
|
|
Lincoln National Corporation (LNC) | 0.0 | $333.999600 | 12.00 | 27.83 |
|
|
Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $329.000000 | 5.00 | 65.80 |
|
|
Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $301.000000 | 5.00 | 60.20 |
|
|
Liberty Media Corp Del Com Lbty Srm S A (LSXMA) | 0.0 | $299.000000 | 10.00 | 29.90 |
|
|
Xerox Holdings Corp Com New (XRX) | 0.0 | $297.999800 | +6% | 17.00 | 17.53 |
|
Buckle (BKE) | 0.0 | $291.000000 | +14% | 8.00 | 36.38 |
|
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $282.000000 | 6.00 | 47.00 |
|
|
Cummins (CMI) | 0.0 | $259.000000 | 1.00 | 259.00 |
|
|
Pioneer Natural Resources (PXD) | 0.0 | $232.000000 | 1.00 | 232.00 |
|
|
Ubs Group SHS (UBS) | 0.0 | $217.000000 | 8.00 | 27.12 |
|
|
Hewlett Packard Enterprise (HPE) | 0.0 | $217.000000 | 14.00 | 15.50 |
|
|
Tko Group Holdings Cl A (TKO) | 0.0 | $186.000000 | 2.00 | 93.00 |
|
|
Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $181.000000 | 5.00 | 36.20 |
|
|
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $168.000000 | 2.00 | 84.00 |
|
|
Garrett Motion (GTX) | 0.0 | $167.000000 | 20.00 | 8.35 |
|
|
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $164.000000 | 4.00 | 41.00 |
|
|
Liberty Broadband Corp Com Ser A (LBRDA) | 0.0 | $121.000000 | 2.00 | 60.50 |
|
|
Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $119.000000 | 2.00 | 59.50 |
|
|
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B) | 0.0 | $104.999700 | 13.00 | 8.08 |
|
|
NetApp (NTAP) | 0.0 | $89.000000 | 1.00 | 89.00 |
|
|
Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 0.0 | $70.000000 | 2.00 | 35.00 |
|
|
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $53.000000 | -99% | 1.00 | 53.00 |
|
Bull Horn Holdings Corp (COEP) | 0.0 | $48.003200 | NEW | 112.00 | 0.43 |
|
Canopy Growth Corp Com New | 0.0 | $46.000500 | NEW | 13.00 | 3.54 |
|
Aurora Cannabis (ACB) | 0.0 | $2.000000 | 5.00 | 0.40 |
|
|
180 Life Sciences Corp Com New (ATNF) | 0.0 | $1.000000 | 1.00 | 1.00 |
|
|
Ascent Solar Technologies In Com New (ASTI) | 0.0 | $1.000000 | 1.00 | 1.00 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Semmax Financial Advisors
SEC 13F filings are viewable for Semmax Financial Advisors going back to 2018
- Semmax Financial Advisors 2023 Q4 filed Feb. 14, 2024
- Semmax Financial Advisors 2023 Q3 filed Nov. 14, 2023
- Semmax Financial Advisors 2022 Q4 filed Feb. 9, 2023
- Semmax Financial Advisors 2022 Q3 filed Nov. 15, 2022
- Semmax Financial Advisors 2022 Q2 filed Aug. 12, 2022
- Semmax Financial Advisors 2022 Q1 filed May 11, 2022
- Semmax Financial Advisors 2021 Q4 filed March 1, 2022
- Semmax Financial Advisors 2021 Q3 filed Nov. 10, 2021
- Semmax Financial Advisors 2021 Q2 filed Aug. 11, 2021
- Semmax Financial Advisors 2021 Q1 filed May 4, 2021
- Semmax Financial Advisors 2020 Q4 filed Feb. 5, 2021
- Semmax Financial Advisors 2020 Q3 filed Oct. 29, 2020
- Semmax Financial Advisors 2020 Q2 filed July 17, 2020
- Semmax Financial Advisors 2020 Q1 filed May 5, 2020
- Semmax Financial Advisors 2019 Q4 filed Feb. 3, 2020
- Semmax Financial Advisors 2019 Q3 filed Nov. 7, 2019