Semus Wealth Partners LLC Purchases in Q3 2024

Semus Wealth Partners LLC

  • $143 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19
+ 0.57%
$117.9 - $128.2 $2.24K - $2.44K
3.37K $432M
JCPB
J P Morgan Exchange Traded Fd

ETFs
407
+ 8.31%
$45.87 - $48.53 $18.7K - $19.8K
5.3K $256M
XOM
Exxon Mobil Corp

Energy
163
+ 4.82%
$109.72 - $119.0 $17.9K - $19.4K
3.54K $415M
AMGN
Amgen Inc

Healthcare
35
+ 2.34%
$309.38 - $337.38 $10.8K - $11.8K
1.53K $493M
PEP
Pepsico Inc

Consumer Defensive
90
+ 5.12%
$161.9 - $179.3 $14.6K - $16.1K
1.85K $314M
MSFT
Microsoft Corp

Technology
468
+ 4.37%
$395.15 - $467.56 $185K - $219K
11.2K $4.81B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 1.02%
$475.2 - $527.7 $3.33K - $3.69K
691 $365M
BA
Boeing CO

Industrials
400
+ 28.55%
$152.04 - $190.6 $60.8K - $76.2K
1.8K $274M
BAC
Bank Of America Corp

Financial Services
429
+ 3.95%
$36.65 - $44.13 $15.7K - $18.9K
11.3K $448M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
718
+ 2.27%
$7.86 - $8.77 $5.64K - $6.3K
32.3K $282M
SCHW
Schwab Charles Corp

Financial Services
684
+ 18.37%
$61.74 - $76.08 $42.2K - $52K
4.41K $286M
BLUE
Bluebird Bio, Inc.

Healthcare
10.2K
New
$0.47 - $1.35 $4.79K - $13.8K
10.2K $5.3M
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
348
+ 3.01%
$2.83 - $3.11 $985 - $1.08K
11.9K $37.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
36
+ 0.82%
$50.61 - $50.96 $1.82K - $1.83K
4.41K $224M
AMZN
Amazon Com Inc

Consumer Cyclical
49
+ 0.27%
$161.02 - $200.0 $7.89K - $9.8K
17.9K $3.34B
GOOGL
Alphabet Inc.

Communication Services
740
+ 3.49%
$148.65 - $191.18 $110K - $141K
21.9K $3.64B
Activity Summary
Buys All Purchases 67 New Holdings 13 Increased Positions 54 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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