Semus Wealth Partners LLC Portfolio Holdings

Semus Wealth Partners LLC

  • $144 Billion
  • Q1 2025

Semus Wealth Partners LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.5B, Nvidia Corp with a value of $5.61B, Ishares Core S&P 500 ETF with a value of $5.48B, Microsoft Corp with a value of $4.65B, and Spdr S&P 500 ETF Trust with a value of $3.9B.

Examining the 13F form we can see an decrease of $7.49B in the current position value, from $151B to 144B.

Semus Wealth Partners LLC is based out at Boca Raton, FL

Below you can find more details about Semus Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $144 Billion
Technology: $44.2 Billion
ETFs: $36.6 Billion
Communication Services: $11.5 Billion
Consumer Cyclical: $10.5 Billion
Financial Services: $10 Billion
Healthcare: $8.39 Billion
Consumer Defensive: $2.97 Billion
Industrials: $1.89 Billion
Other: $1.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$30.5 Billion 21.28% of portfolio
137,506
Q1 2025 Added 0.05%
$409B
$5.61 Billion 3.91% of portfolio
51,763
Q1 2025 Reduced 6.94%
$0
$5.48 Billion 3.82% of portfolio
9,761
Q1 2025 Reduced 0.58%
$3.75T
$4.65 Billion 3.24% of portfolio
12,392
Q1 2025 Added 2.63%
$0
$3.9 Billion 2.71% of portfolio
6,963
Q1 2025 Reduced 2.71%
$2.3T
$3.74 Billion 2.6% of portfolio
19,637
Q1 2025 Added 4.22%
$0
$3.62 Billion 2.52% of portfolio
63,399
Q1 2025 Added 6.98%
$1.07T
$3.48 Billion 2.43% of portfolio
22,523
Q1 2025 Added 3.87%
$0
$3.37 Billion 2.35% of portfolio
65,019
Q1 2025 Added 8.24%
$1T
$3.32 Billion 2.31% of portfolio
12,803
Q1 2025 Reduced 0.17%
-
$3.08 Billion 2.15% of portfolio
-
Q1 2025 New
$1.11T
$3.02 Billion 2.11% of portfolio
19,339
Q1 2025 Added 2.82%
$760B
$3.03 Billion 2.11% of portfolio
3,671
Q1 2025 Added 10.14%
-
$2.74 Billion 1.91% of portfolio
-
Q1 2025 Added 16.43%
Goldman Sachs ETF Tr
-
$2.51 Billion 1.75% of portfolio
-
Q1 2025 Added 16.85%
Goldman Sachs ETF Tr
-
$2.46 Billion 1.71% of portfolio
-
Q1 2025 Added 14.28%
$0
$2.38 Billion 1.66% of portfolio
5,069
Q1 2025 Added 1.0%
$1.62T
$1.88 Billion 1.31% of portfolio
3,257
Q1 2025 Reduced 0.06%
$410B
$1.83 Billion 1.28% of portfolio
11,065
Q1 2025 Reduced 0.14%
$527B
$1.77 Billion 1.24% of portfolio
3,237
Q1 2025 Added 0.22%
Blackrock ETF Trust
-
$1.73 Billion 1.2% of portfolio
-
Q1 2025 Added 25.98%
-
$1.69 Billion 1.18% of portfolio
-
Q1 2025 Added 5.6%
$120B
$1.66 Billion 1.15% of portfolio
849
Q1 2025 Reduced 0.24%
$243B
$1.46 Billion 1.02% of portfolio
2,672
Q1 2025 Added 20.96%
$0
$1.42 Billion 0.99% of portfolio
50,613
Q1 2025 Reduced 1.91%
$0
$1.35 Billion 0.94% of portfolio
33,200
Q1 2025 Added 0.16%
$281B
$1.3 Billion 0.9% of portfolio
2,476
Q1 2025 Added 2.19%
$0
$1.25 Billion 0.87% of portfolio
25,733
Q1 2025 Added 14.61%
$573B
$1.21 Billion 0.84% of portfolio
3,449
Q1 2025 Added 0.85%
$0
$1.1 Billion 0.77% of portfolio
6,462
Q1 2025 Added 19.56%
J P Morgan Exchange Traded F
-
$1.1 Billion 0.77% of portfolio
-
Q1 2025 Added 22.21%
$56B
$1.09 Billion 0.76% of portfolio
1,735
Q1 2025 Added 13.25%
$0
$1.05 Billion 0.73% of portfolio
11,283
Q1 2025 Added 4.81%
$1.82B
$1.03 Billion 0.72% of portfolio
33,384
Q1 2025 Reduced 0.32%
$222B
$908 Million 0.63% of portfolio
2,905
Q1 2025 Added 2.29%
$847B
$899 Million 0.63% of portfolio
3,664
Q4 2024 Added 0.08%
$260B
$890 Million 0.62% of portfolio
10,137
Q1 2025 Added 3.58%
$112B
$864 Million 0.6% of portfolio
5,159
Q1 2025 Added 14.42%
$0
$818 Million 0.57% of portfolio
17,749
Q1 2025 Reduced 4.67%
-
$801 Million 0.56% of portfolio
-
Q1 2025 New
$364B
$776 Million 0.54% of portfolio
4,552
Q1 2025 Reduced 0.07%
$0
$779 Million 0.54% of portfolio
2,102
Q1 2025 Reduced 0.33%
$0
$734 Million 0.51% of portfolio
3,851
Q1 2025 Added 43.0%
$0
$712 Million 0.5% of portfolio
12,075
Q1 2025 Reduced 17.15%
$57.1B
$654 Million 0.46% of portfolio
3,834
Q1 2025 Reduced 1.24%
$0
$622 Million 0.43% of portfolio
6,162
Q1 2025 Added 2.55%
$631B
$563 Million 0.39% of portfolio
1,057
Q1 2025 Added 11.5%
$0
$512 Million 0.36% of portfolio
10,141
Q1 2025 Added 1.8%
$434B
$520 Million 0.36% of portfolio
550
Q1 2025 Added 1.1%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $144 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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