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Profesionally Managed Portfo shares owned by Semus Wealth Partners

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by Semus Wealth Partners from 13F filings

Historical chart of Semus Wealth Partners investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Semus Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Semus Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $296k 12k 24.94
2025-03-31 $289k 12k 24.79
2024-12-31 $392k 16k 24.44

More positions owned by Semus Wealth Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Tesla Motors (TSLA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Semus Wealth Partners

Top funds holding Profesionally Managed Portfo

Advisor Group Holdings
Envestnet Asset Management
Envestnet Portfolio Solutions
Principal Securities
Mml Investors Services
Hilltop Holdings
Branch Banking & Trust Company
Goldman Sachs Group
National Asset Management
Flow Traders US
Resources Investment Advisors
Kestra Advisory Services
Essex Savings Bank
Kestra Investment Management
Citadel Advisors

View all funds holding Profesionally Managed Portfo