Semus Wealth Partners LLC Incresed Positions in Q2 2025

Semus Wealth Partners LLC

  • $154 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
153
+ 1.23%
$354.56 - $497.45 $54.2K - $76.1K
12.5K $6.24B
AMZN
Amazon Com Inc

Consumer Cyclical
652
+ 3.32%
$167.32 - $223.3 $109K - $146K
20.3K $4.45B
META
Meta Platforms, Inc.

Communication Services
141
+ 4.33%
$484.66 - $738.09 $68.3K - $104K
3.4K $2.51B
AVGO
Broadcom Inc.

Technology
234
+ 4.54%
$146.29 - $275.65 $34.2K - $64.5K
5.39K $1.49B
Goldman Sachs ETF Tr
3.18K
+ 5.64%
N/A
59.5K $2.96B
EFV
Msci Eafe Value ETF

ETFs
5.7K
+ 47.18%
$52.4 - $64.65 $299K - $368K
17.8K $1.13B
IEMG
Ishares Inc

ETFs
5.67K
+ 82.23%
N/A
12.6K $754M
Goldman Sachs ETF Tr
3.28K
+ 6.23%
N/A
56K $2.79B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.67K
+ 4.11%
$45.88 - $54.4 $122K - $145K
67.7K $3.68B
JGRO
J P Morgan Exchange Traded Fd
336
+ 1.47%
N/A
23.3K $2B
VGT
Vanguard Information Technolog

ETFs
171
+ 30.76%
$470.37 - $663.28 $80.4K - $113K
727 $482M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
512
+ 1.99%
$43.53 - $54.46 $22.3K - $27.9K
26.2K $1.43B
JPM
Jpmorgan Chase & CO

Financial Services
19
+ 0.52%
$210.28 - $289.91 $4K - $5.51K
3.68K $1.07B
IVE
Ishares S&P 500 Value ETF

ETFs
768
+ 19.94%
$168.34 - $195.42 $129K - $150K
4.62K $903M
OEF
Ishares S&P 100 ETF

ETFs
445
+ 46.74%
N/A
1.4K $425M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
429
+ 40.59%
$483.48 - $539.8 $207K - $232K
1.49K $722M
Blackrock ETF Trust
2.51K
+ 4.19%
N/A
62.4K $1.88B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.26K
+ 54.36%
$96.84 - $99.46 $122K - $125K
3.58K $355M
QUAL
Ishares Msci Usa Quality Facto

ETFs
195
+ 3.02%
$152.42 - $182.82 $29.7K - $35.6K
6.66K $1.22B
BAC
Bank Of America Corp

Financial Services
979
+ 8.78%
$34.39 - $47.46 $33.7K - $46.5K
12.1K $574M
WMT
Walmart Inc.

Consumer Defensive
57
+ 0.56%
$81.79 - $99.98 $4.66K - $5.7K
10.2K $997M
MRK
Merck & Co., Inc.

Healthcare
1.82K
+ 36.18%
$73.47 - $87.12 $134K - $159K
6.86K $543M
MA
Mastercard Inc

Financial Services
78
+ 2.41%
$479.92 - $590.74 $37.4K - $46.1K
3.32K $1.86B
J P Morgan Exchange Traded F
563
+ 3.06%
N/A
19K $1.19B
LLY
Eli Lilly & CO

Healthcare
332
+ 9.04%
$713.71 - $898.95 $237K - $298K
4K $3.12B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.8K
+ 2.84%
$51.14 - $57.0 $92.2K - $103K
65.2K $3.71B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
290
+ 0.87%
$37.18 - $42.55 $10.8K - $12.3K
33.5K $1.42B
DIS
Walt Disney CO

Communication Services
140
+ 6.69%
$81.72 - $124.01 $11.4K - $17.4K
2.23K $277M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
594
+ 18.56%
$56.88 - $70.77 $33.8K - $42K
3.8K $269M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
55
+ 0.6%
$45.98 - $56.15 $2.53K - $3.09K
9.17K $515M
CSCO
Cisco Systems, Inc.

Technology
43
+ 0.73%
$53.19 - $69.38 $2.29K - $2.98K
5.94K $412M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
799
+ 2.36%
$7.19 - $8.75 $5.74K - $6.99K
34.6K $303M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
306
+ 11.72%
$97.29 - $105.63 $29.8K - $32.3K
2.92K $296M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
203
+ 0.73%
$7.81 - $9.04 $1.59K - $1.84K
28.1K $254M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
332
+ 1.87%
$45.12 - $46.23 $15K - $15.3K
18.1K $836M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17
+ 0.5%
$114.78 - $133.31 $1.95K - $2.27K
3.42K $456M
LMT
Lockheed Martin Corp

Industrials
5
+ 0.6%
$430.82 - $486.45 $2.15K - $2.43K
834 $386M
CRM
Salesforce, Inc.

Technology
27
+ 1.45%
$236.26 - $291.15 $6.38K - $7.86K
1.88K $514M
PFE
Pfizer Inc

Healthcare
902
+ 9.0%
$21.59 - $24.84 $19.5K - $22.4K
10.9K $265M
F
Ford Motor CO

Consumer Cyclical
155
+ 1.44%
$8.69 - $10.85 $1.35K - $1.68K
10.9K $118M
T
At&T Inc.

Communication Services
87
+ 1.01%
$26.33 - $28.94 $2.29K - $2.52K
8.71K $252M
Profesionally Managed Portfo
221
+ 1.9%
N/A
11.9K $296M
KO
Coca Cola CO

Consumer Defensive
160
+ 2.29%
$68.37 - $73.9 $10.9K - $11.8K
7.14K $505M
FDL
First Tr Morningstar Dividend

ETFs
366
+ 5.26%
$38.19 - $43.19 $14K - $15.8K
7.33K $307M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
34
+ 0.77%
$50.52 - $50.92 $1.72K - $1.73K
4.45K $226M
WM
Waste Management Inc

Industrials
3
+ 0.31%
$216.47 - $242.1 $649 - $726
956 $219M
PFN
Pimco Income Strategy Fund Ii

Financial Services
61
+ 0.25%
$6.87 - $7.56 $419 - $461
24.5K $181M
CMCSA
Comcast Corp

Communication Services
50
+ 0.9%
$32.84 - $36.72 $1.64K - $1.84K
5.63K $201M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
167
+ 1.65%
$45.3 - $50.64 $7.57K - $8.46K
10.3K $506M
Activity Summary
Buys All Purchases 63 New Holdings 6 Increased Positions 57 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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