Semus Wealth Partners LLC Incresed Positions in Q3 2024

Semus Wealth Partners LLC

  • $143 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
566
+ 0.42%
$207.23 - $234.82 $117K - $133K
137K $31.9B
IVV
Ishares Core S&P 500 ETF

ETFs
625
+ 7.28%
$520.18 - $576.82 $325K - $361K
9.22K $5.32B
MELI
Mercadolibre Inc

Consumer Cyclical
145
+ 20.22%
$1591.44 - $2140.1 $231K - $310K
862 $1.77B
AVGO
Broadcom Inc.

Technology
4.35K
+ 3453.17%
$136.27 - $1745.86 $593K - $7.6M
4.48K $772M
LLY
Eli Lilly & CO

Healthcare
664
+ 27.25%
$772.14 - $960.02 $513K - $637K
3.1K $2.75B
Blackrock ETF Trust
17.1K
+ 141.42%
N/A
29.2K $888M
EFV
Msci Eafe Value ETF

ETFs
8.24K
+ 193.18%
$51.72 - $57.96 $426K - $477K
12.5K $719M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9.55K
+ 81.09%
$44.83 - $47.42 $428K - $453K
21.3K $1B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
11.3K
+ 14.45%
N/A
89.6K $2.21B
META
Meta Platforms, Inc.

Communication Services
345
+ 13.77%
$453.41 - $572.44 $156K - $197K
2.85K $1.63B
J P Morgan Exchange Traded F
5.46K
+ 136.38%
N/A
9.46K $578M
SPY
Spdr S&P 500 ETF Trust

ETFs
236
+ 3.45%
$517.38 - $573.86 $122K - $135K
7.08K $4.06B
Goldman Sachs ETF Tr
5.7K
+ 18.94%
N/A
35.8K $1.76B
Goldman Sachs ETF Tr
6.81K
+ 22.66%
N/A
36.9K $1.77B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.94K
+ 12.94%
$49.7 - $56.11 $295K - $334K
51.9K $2.85B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.24K
+ 4.31%
$54.98 - $59.51 $123K - $133K
54.1K $3.22B
JGRO
J P Morgan Exchange Traded Fd
2.55K
+ 14.78%
N/A
19.8K $1.52B
UNH
Unitedhealth Group Inc

Healthcare
98
+ 4.45%
$488.01 - $604.18 $47.8K - $59.2K
2.3K $1.35B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.03K
+ 25.75%
$84.77 - $97.13 $172K - $197K
9.93K $951M
QUAL
Ishares Msci Usa Quality Facto

ETFs
985
+ 26.03%
$162.64 - $179.3 $160K - $177K
4.77K $855M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.24K
+ 24.24%
$44.24 - $49.47 $143K - $160K
16.6K $821M
MA
Mastercard Inc

Financial Services
66
+ 2.19%
$429.6 - $500.99 $28.4K - $33.1K
3.08K $1.52B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.23K
+ 58.36%
$56.04 - $62.99 $125K - $140K
6.05K $369M
WMT
Walmart Inc.

Consumer Defensive
110
+ 1.1%
$66.91 - $81.4 $7.36K - $8.95K
10.1K $818M
EFG
Msci Eafe Growth ETF

ETFs
971
+ 18.72%
$96.84 - $108.77 $94K - $106K
6.16K $663M
IVE
Ishares S&P 500 Value ETF

ETFs
524
+ 28.67%
$181.06 - $197.17 $94.9K - $103K
2.35K $464M
COST
Costco Wholesale Corp

Consumer Defensive
128
+ 37.43%
$801.83 - $917.05 $103K - $117K
470 $417M
BBUS
J P Morgan Exchg Traded Fd

ETFs
779
+ 14.96%
$93.22 - $103.58 $72.6K - $80.7K
5.99K $620M
TMO
Thermo Fisher Scientific Inc.

Healthcare
79
+ 21.12%
$531.86 - $624.21 $42K - $49.3K
453 $280M
ABBV
Abb Vie Inc.

Healthcare
27
+ 1.12%
$163.84 - $199.33 $4.42K - $5.38K
2.43K $480M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.36%
$460.3 - $584.56 $921 - $1.17K
554 $324M
KO
Coca Cola CO

Consumer Defensive
80
+ 1.14%
$62.69 - $73.01 $5.02K - $5.84K
7.12K $512M
ISRG
Intuitive Surgical Inc

Healthcare
27
+ 3.57%
$416.14 - $494.01 $11.2K - $13.3K
784 $385M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
240
+ 19.79%
$211.47 - $281.27 $50.8K - $67.5K
1.45K $357M
CAT
Caterpillar Inc

Industrials
6
+ 0.94%
$316.8 - $391.12 $1.9K - $2.35K
645 $252M
IYW
Ishares Dj Us Tech ETF

ETFs
218
+ 10.7%
$133.16 - $158.73 $29K - $34.6K
2.26K $342M
ADBE
Adobe Inc.

Technology
112
+ 18.36%
$508.13 - $586.55 $56.9K - $65.7K
722 $374M
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
MRK
Merck & Co., Inc.

Healthcare
395
+ 13.09%
$111.15 - $128.97 $43.9K - $50.9K
3.41K $387M
SCHW
Schwab Charles Corp

Financial Services
684
+ 18.37%
$61.74 - $76.08 $42.2K - $52K
4.41K $286M
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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