Semus Wealth Partners LLC Portfolio Holdings

Semus Wealth Partners LLC

  • $151 Billion
  • Q4 2024

Semus Wealth Partners LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.4B, Nvidia Corp with a value of $7.47B, Ishares Core S&P 500 ETF with a value of $5.78B, Tesla, Inc. with a value of $5.18B, and Microsoft Corp with a value of $5.09B.

Examining the 13F form we can see an increase of $8.06B in the current position value, from $143B to 151B.

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 $151 Billion
Technology: $50.5 Billion
ETFs: $37 Billion
Consumer Cyclical: $12.6 Billion
Communication Services: $12.5 Billion
Financial Services: $9.95 Billion
Healthcare: $7.55 Billion
Consumer Defensive: $3.11 Billion
Industrials: $1.63 Billion
Other: $1.42 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$34.4 Billion 22.79% of portfolio
137,439
Q4 2024 Added 0.39%
$291B
$7.47 Billion 4.95% of portfolio
55,624
Q4 2024 Added 0.05%
$0
$5.78 Billion 3.83% of portfolio
9,818
Q4 2024 Added 6.54%
$1.21T
$5.18 Billion 3.43% of portfolio
12,825
Q4 2024 Reduced 14.74%
$3.06T
$5.09 Billion 3.37% of portfolio
12,075
Q4 2024 Added 8.01%
$0
$4.19 Billion 2.78% of portfolio
7,157
Q4 2024 Added 1.06%
$2.42T
$4.13 Billion 2.74% of portfolio
18,842
Q4 2024 Added 5.15%
$1.22T
$4.1 Billion 2.72% of portfolio
21,684
Q4 2024 Reduced 1.14%
$1.23T
$3.58 Billion 2.37% of portfolio
18,809
Q4 2024 Added 6.37%
$0
$3.41 Billion 2.26% of portfolio
59,260
Q4 2024 Added 9.58%
$0
$3.39 Billion 2.24% of portfolio
60,072
Q4 2024 Added 15.82%
$0
$2.88 Billion 1.9% of portfolio
55,966
Q3 2024 Reduced 5.92%
$770B
$2.57 Billion 1.7% of portfolio
3,333
Q4 2024 Added 7.48%
$0
$2.57 Billion 1.7% of portfolio
5,019
Q4 2024 Reduced 1.68%
-
$2.4 Billion 1.59% of portfolio
-
Q4 2024 Added 10.55%
Goldman Sachs ETF Tr
-
$2.36 Billion 1.56% of portfolio
-
Q4 2024 Added 30.76%
$436B
$2.24 Billion 1.48% of portfolio
2,509
Q4 2024 Reduced 0.36%
$1.55T
$1.91 Billion 1.26% of portfolio
3,259
Q4 2024 Added 14.31%
-
$1.76 Billion 1.17% of portfolio
-
Q4 2024 Added 9.82%
$538B
$1.7 Billion 1.13% of portfolio
3,230
Q4 2024 Added 5.04%
$397B
$1.6 Billion 1.06% of portfolio
11,081
Q4 2024 Reduced 1.6%
$96.1B
$1.45 Billion 0.96% of portfolio
851
Q4 2024 Reduced 1.28%
Blackrock ETF Trust
-
$1.44 Billion 0.95% of portfolio
-
Q4 2024 Added 62.68%
$0
$1.41 Billion 0.93% of portfolio
51,597
Q4 2024 Added 197.96%
$0
$1.34 Billion 0.89% of portfolio
33,147
Q4 2024 Added 0.76%
$216B
$1.27 Billion 0.84% of portfolio
2,209
Q4 2024 Added 1.1%
$513B
$1.23 Billion 0.81% of portfolio
2,423
Q4 2024 Added 5.26%
$0
$1.15 Billion 0.76% of portfolio
22,452
Q4 2024 Added 35.34%
$0
$1.09 Billion 0.72% of portfolio
10,765
Q4 2024 Added 8.42%
$565B
$1.08 Billion 0.72% of portfolio
3,420
Q4 2024 Reduced 2.76%
$51.2B
$1.08 Billion 0.71% of portfolio
1,532
Q4 2024 Added 35.7%
$88.2B
$1.05 Billion 0.69% of portfolio
4,509
Q4 2024 Added 0.71%
$0
$963 Million 0.64% of portfolio
5,405
Q4 2024 Added 13.34%
J P Morgan Exchange Traded F
-
$935 Million 0.62% of portfolio
-
Q4 2024 Added 59.3%
$270B
$884 Million 0.59% of portfolio
9,787
Q4 2024 Reduced 3.41%
$783B
$878 Million 0.58% of portfolio
3,664
Q4 2024 Added 0.08%
$1.53B
$867 Million 0.57% of portfolio
33,491
Q4 2024 Reduced 2.64%
$0
$866 Million 0.57% of portfolio
2,109
Q4 2024 Reduced 17.33%
$0
$842 Million 0.56% of portfolio
18,618
Q4 2024 Reduced 12.69%
$213B
$823 Million 0.55% of portfolio
2,840
Q4 2024 Added 3.92%
$0
$773 Million 0.51% of portfolio
7,988
Q4 2024 Added 29.7%
$0
$765 Million 0.51% of portfolio
14,575
Q4 2024 Added 16.59%
$400B
$764 Million 0.51% of portfolio
4,555
Q4 2024 Reduced 3.6%
$54.7B
$706 Million 0.47% of portfolio
3,882
Q4 2024 Added 94.1%
$0
$636 Million 0.42% of portfolio
6,009
Q4 2024 Added 0.4%
$0
$597 Million 0.4% of portfolio
12,823
Q3 2024 New
$339B
$599 Million 0.4% of portfolio
1,791
Q4 2024 Added 2.93%
$1.62B
$572 Million 0.38% of portfolio
9,492
Q4 2024 Added 3.15%
$140B
$508 Million 0.34% of portfolio
7,085
Q4 2024 Reduced 1.67%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $151 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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