Semus Wealth Partners
Latest statistics and disclosures from Semus Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, IVV, MSFT, SPY, and represent 34.97% of Semus Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: FJAN, FFEB, RDVI, GPIQ, BALI, IAU, GPIX, LLY, ASML, TLH.
- Started 12 new stock positions in QBTS, FFEB, AMP, OEF, JIRE, TLH, IAU, FJAN, AMD, ASML. WM, APLD.
- Reduced shares in these 10 stocks: FJUN, FAUG, NVDA, EFG, VST, FJUL, XYLD, SAM, , EFV.
- Sold out of its positions in BKT, BTZ, SAM, FJUN, FAUG, FJUL, XYLD, NCZ, VST, ACN.
- Semus Wealth Partners was a net buyer of stock by $3.6M.
- Semus Wealth Partners has $144M in assets under management (AUM), dropping by -4.96%.
- Central Index Key (CIK): 0001964775
Tip: Access up to 7 years of quarterly data
Positions held by Semus Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Semus Wealth Partners
Semus Wealth Partners holds 114 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 21.3 | $31M | 138k | 222.13 |
|
|
| NVIDIA Corporation (NVDA) | 3.9 | $5.6M | -6% | 52k | 108.38 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.8 | $5.5M | 9.8k | 561.93 |
|
|
| Microsoft Corporation (MSFT) | 3.2 | $4.7M | +2% | 12k | 375.38 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $3.9M | -2% | 7.0k | 559.40 |
|
| Amazon (AMZN) | 2.6 | $3.7M | +4% | 20k | 190.26 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.5 | $3.6M | +6% | 63k | 57.14 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $3.5M | +3% | 23k | 154.64 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.3 | $3.4M | +8% | 65k | 51.78 |
|
| Tesla Motors (TSLA) | 2.3 | $3.3M | 13k | 259.16 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 2.1 | $3.1M | NEW | 70k | 44.35 |
|
| Eli Lilly & Co. (LLY) | 2.1 | $3.0M | +10% | 3.7k | 826.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $3.0M | +2% | 19k | 156.23 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 1.9 | $2.7M | +16% | 115k | 23.72 |
|
| Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) | 1.7 | $2.5M | +16% | 56k | 44.60 |
|
| Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) | 1.7 | $2.5M | +14% | 53k | 46.61 |
|
| Netflix (NFLX) | 1.7 | $2.4M | +3% | 2.6k | 932.53 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $2.4M | 5.1k | 468.90 |
|
|
| Meta Platforms Cl A (META) | 1.3 | $1.9M | 3.3k | 576.31 |
|
|
| Johnson & Johnson (JNJ) | 1.3 | $1.8M | 11k | 165.84 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.2 | $1.8M | 3.2k | 548.05 |
|
|
| Blackrock Etf Trust Ishares Advantag (BALI) | 1.2 | $1.7M | +25% | 60k | 28.79 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 1.2 | $1.7M | +5% | 23k | 73.79 |
|
| MercadoLibre (MELI) | 1.2 | $1.7M | 849.00 | 1950.87 |
|
|
| Goldman Sachs (GS) | 1.0 | $1.5M | +20% | 2.7k | 546.27 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $1.4M | 51k | 27.96 |
|
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.9 | $1.4M | 33k | 40.77 |
|
|
| UnitedHealth (UNH) | 0.9 | $1.3M | +2% | 2.5k | 523.77 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.9 | $1.3M | +14% | 26k | 48.76 |
|
| Visa Com Cl A (V) | 0.8 | $1.2M | 3.4k | 350.42 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $1.1M | +19% | 6.5k | 170.89 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.8 | $1.1M | +22% | 18k | 59.68 |
|
| United Rentals (URI) | 0.8 | $1.1M | +13% | 1.7k | 626.67 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $1.0M | +4% | 11k | 92.83 |
|
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.7 | $1.0M | 33k | 30.84 |
|
|
| McDonald's Corporation (MCD) | 0.6 | $908k | +2% | 2.9k | 312.40 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $899k | 3.7k | 245.32 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $890k | +3% | 10k | 87.79 |
|
| Broadcom (AVGO) | 0.6 | $864k | +14% | 5.2k | 167.43 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.6 | $818k | -4% | 18k | 46.08 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.6 | $801k | NEW | 16k | 48.79 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $779k | 2.1k | 370.74 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $776k | 4.6k | 170.42 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $734k | +43% | 3.9k | 190.58 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.5 | $712k | -17% | 12k | 58.94 |
|
| Palo Alto Networks (PANW) | 0.5 | $654k | 3.8k | 170.64 |
|
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.4 | $622k | +2% | 6.2k | 100.89 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $563k | +11% | 1.1k | 532.58 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $520k | 550.00 | 945.92 |
|
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.4 | $512k | 10k | 50.52 |
|
|
| Abbvie (ABBV) | 0.4 | $509k | 2.4k | 209.50 |
|
|
| Coca-Cola Company (KO) | 0.3 | $500k | 7.0k | 71.62 |
|
|
| salesforce (CRM) | 0.3 | $498k | +3% | 1.9k | 268.36 |
|
| Nextera Energy (NEE) | 0.3 | $477k | -5% | 6.7k | 70.89 |
|
| Amgen (AMGN) | 0.3 | $466k | -2% | 1.5k | 311.62 |
|
| Bank of America Corporation (BAC) | 0.3 | $465k | 11k | 41.73 |
|
|
| Chipotle Mexican Grill (CMG) | 0.3 | $458k | -3% | 9.1k | 50.21 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $457k | -42% | 4.6k | 100.00 |
|
| Merck & Co (MRK) | 0.3 | $452k | +8% | 5.0k | 89.75 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.3 | $446k | -4% | 14k | 32.54 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $439k | 3.4k | 128.96 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $439k | +3% | 3.7k | 118.92 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) | 0.3 | $404k | 9.1k | 44.55 |
|
|
| Blackrock Multi-sector Incom other (BIT) | 0.3 | $396k | -17% | 27k | 14.48 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.3 | $383k | 9.2k | 41.50 |
|
|
| Servicenow (NOW) | 0.3 | $376k | 472.00 | 796.14 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $372k | +66% | 6.9k | 53.97 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $370k | +25% | 829.00 | 446.64 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $366k | +3% | 712.00 | 513.90 |
|
| Cisco Systems (CSCO) | 0.3 | $364k | -15% | 5.9k | 61.71 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $354k | +5% | 2.5k | 140.44 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $349k | 4.5k | 78.28 |
|
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.2 | $340k | -20% | 22k | 15.57 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $338k | -15% | 6.1k | 55.09 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $323k | +8% | 652.00 | 495.27 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $308k | NEW | 5.2k | 58.96 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.2 | $302k | +20% | 7.0k | 43.44 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $302k | -19% | 556.00 | 542.38 |
|
| Profesionally Managed Portfo Congress Interme (CAFX) | 0.2 | $289k | -27% | 12k | 24.79 |
|
| Pepsi (PEP) | 0.2 | $288k | +3% | 1.9k | 149.95 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $278k | 1.6k | 172.78 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $276k | +2% | 34k | 8.14 |
|
| Home Depot (HD) | 0.2 | $273k | 746.00 | 366.36 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $273k | NEW | 412.00 | 662.63 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $271k | NEW | 2.6k | 103.75 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $267k | +10% | 5.7k | 47.04 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $266k | +9% | 1.3k | 202.13 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $258k | NEW | 952.00 | 270.83 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $257k | 1.9k | 134.32 |
|
|
| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.2 | $256k | 12k | 21.10 |
|
|
| Pfizer (PFE) | 0.2 | $254k | -11% | 10k | 25.34 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $244k | 2.0k | 121.97 |
|
|
| At&t (T) | 0.2 | $244k | -11% | 8.6k | 28.28 |
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.2 | $236k | -12% | 28k | 8.46 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $229k | -2% | 2.3k | 98.94 |
|
| Advanced Micro Devices (AMD) | 0.2 | $226k | NEW | 2.2k | 102.74 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $225k | -4% | 452.00 | 497.70 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $224k | 4.4k | 50.86 |
|
|
| Waste Management (WM) | 0.2 | $221k | NEW | 953.00 | 231.42 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $215k | -28% | 1.0k | 211.51 |
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.1 | $214k | -18% | 15k | 14.46 |
|
| Caterpillar (CAT) | 0.1 | $213k | 646.00 | 329.89 |
|
|
| Walt Disney Company (DIS) | 0.1 | $207k | +2% | 2.1k | 98.68 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $206k | -7% | 5.6k | 36.90 |
|
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $204k | -18% | 21k | 9.59 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $204k | NEW | 3.2k | 63.72 |
|
| Ameriprise Financial (AMP) | 0.1 | $202k | NEW | 418.00 | 483.97 |
|
| PIMCO Corporate Income Fund (PCN) | 0.1 | $185k | -11% | 14k | 13.65 |
|
| Pimco Income Strategy Fund II (PFN) | 0.1 | $185k | -25% | 25k | 7.54 |
|
| Pimco Income Strategy Fund (PFL) | 0.1 | $168k | -24% | 20k | 8.60 |
|
| DNP Select Income Fund (DNP) | 0.1 | $136k | -23% | 14k | 9.89 |
|
| Ford Motor Company (F) | 0.1 | $108k | +4% | 11k | 10.03 |
|
| D-wave Quantum (QBTS) | 0.1 | $99k | NEW | 13k | 7.60 |
|
| Applied Digital Corp Com New (APLD) | 0.0 | $56k | NEW | 10k | 5.62 |
|
Past Filings by Semus Wealth Partners
SEC 13F filings are viewable for Semus Wealth Partners going back to 2022
- Semus Wealth Partners 2025 Q1 filed May 7, 2025
- Semus Wealth Partners 2024 Q4 filed Jan. 31, 2025
- Semus Wealth Partners 2024 Q3 filed Nov. 7, 2024
- Semus Wealth Partners 2024 Q2 filed July 31, 2024
- Semus Wealth Partners 2024 Q1 filed May 7, 2024
- Semus Wealth Partners 2023 Q4 filed Jan. 23, 2024
- Semus Wealth Partners 2023 Q3 filed Oct. 31, 2023
- Semus Wealth Partners 2023 Q2 filed Aug. 1, 2023
- Semus Wealth Partners 2023 Q1 filed April 24, 2023
- Semus Wealth Partners 2022 Q4 filed Feb. 8, 2023