Semus Wealth Partners LLC Incresed Positions in Q4 2024

Semus Wealth Partners LLC

  • $151 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
535
+ 0.39%
$221.69 - $259.02 $119K - $139K
137K $34.4B
AMZN
Amazon Com Inc

Consumer Cyclical
922
+ 5.15%
$180.88 - $232.93 $167K - $215K
18.8K $4.13B
NVDA
Nvidia Corp

Technology
28
+ 0.05%
$117.0 - $148.88 $3.28K - $4.17K
55.6K $7.47B
GOOG
Alphabet Inc.

Communication Services
1.13K
+ 6.37%
$163.08 - $198.16 $184K - $223K
18.8K $3.58B
Goldman Sachs ETF Tr
11.3K
+ 30.76%
N/A
48.2K $2.36B
Blackrock ETF Trust
18.3K
+ 62.68%
N/A
47.6K $1.44B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.2K
+ 15.82%
$53.94 - $58.15 $443K - $477K
60.1K $3.39B
Goldman Sachs ETF Tr
10.3K
+ 28.84%
N/A
46.1K $2.28B
IVV
Ishares Core S&P 500 ETF

ETFs
603
+ 6.54%
$570.51 - $610.59 $344K - $368K
9.82K $5.78B
J P Morgan Exchange Traded F
5.61K
+ 59.3%
N/A
15.1K $935M
MSFT
Microsoft Corp

Technology
895
+ 8.01%
$406.35 - $454.46 $364K - $407K
12.1K $5.09B
META
Meta Platforms, Inc.

Communication Services
408
+ 14.31%
$554.08 - $632.68 $226K - $258K
3.26K $1.91B
AVGO
Broadcom Inc.

Technology
32
+ 0.71%
$159.67 - $250.0 $5.11K - $8K
4.51K $1.05B
JGRO
J P Morgan Exchange Traded Fd
1.94K
+ 9.82%
N/A
21.7K $1.76B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.45K
+ 10.55%
N/A
99.1K $2.4B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.18K
+ 9.58%
$57.53 - $60.83 $298K - $315K
59.3K $3.41B
GS
Goldman Sachs Group Inc

Financial Services
24
+ 1.1%
$486.1 - $608.57 $11.7K - $14.6K
2.21K $1.27B
MA
Mastercard Inc

Financial Services
155
+ 5.04%
$491.3 - $536.15 $76.2K - $83.1K
3.23K $1.7B
URI
United Rentals, Inc.

Industrials
403
+ 35.7%
$704.44 - $880.32 $284K - $355K
1.53K $1.08B
IVW
Ishares S&P 500 Growth ETF

ETFs
836
+ 8.42%
$94.43 - $105.47 $78.9K - $88.2K
10.8K $1.09B
SPY
Spdr S&P 500 ETF Trust

ETFs
75
+ 1.06%
$567.81 - $607.81 $42.6K - $45.6K
7.16K $4.19B
CRM
Salesforce, Inc.

Technology
51
+ 2.93%
$270.87 - $367.87 $13.8K - $18.8K
1.79K $599M
EFG
Msci Eafe Growth ETF

ETFs
1.83K
+ 29.7%
$96.83 - $106.88 $177K - $195K
7.99K $773M
QUAL
Ishares Msci Usa Quality Facto

ETFs
636
+ 13.34%
$176.42 - $186.91 $112K - $119K
5.41K $963M
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.08%
$205.18 - $250.29 $616 - $751
3.66K $878M
COST
Costco Wholesale Corp

Consumer Defensive
74
+ 15.74%
$873.59 - $994.69 $64.6K - $73.6K
544 $498M
MRK
Merck & Co., Inc.

Healthcare
1.25K
+ 36.49%
$96.31 - $114.76 $120K - $143K
4.66K $463M
IVE
Ishares S&P 500 Value ETF

ETFs
341
+ 14.5%
$189.5 - $206.17 $64.6K - $70.3K
2.69K $514M
EFV
Msci Eafe Value ETF

ETFs
2.07K
+ 16.59%
$51.78 - $57.15 $107K - $119K
14.6K $765M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
290
+ 3.15%
$55.73 - $66.16 $16.2K - $19.2K
9.49K $572M
SCHW
Schwab Charles Corp

Financial Services
13
+ 0.29%
$63.31 - $82.85 $823 - $1.08K
4.42K $327M
IYW
Ishares Dj Us Tech ETF

ETFs
141
+ 6.25%
$148.14 - $166.23 $20.9K - $23.4K
2.4K $382M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.24K
+ 20.51%
$55.45 - $61.08 $68.8K - $75.7K
7.29K $404M
PANW
Palo Alto Networks Inc

Technology
1.88K
+ 94.1%
$181.96 - $405.9 $342K - $764K
3.88K $706M
BBUS
J P Morgan Exchg Traded Fd

ETFs
24
+ 0.4%
$102.46 - $110.17 $2.46K - $2.64K
6.01K $636M
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
342
+ 2.87%
$2.99 - $3.34 $1.02K - $1.14K
12.3K $38.4M
IEMG
Ishares Inc

ETFs
393
+ 10.5%
N/A
4.14K $216M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
20
+ 0.59%
$126.68 - $134.74 $2.53K - $2.69K
3.39K $432M
LMT
Lockheed Martin Corp

Industrials
105
+ 18.95%
$479.66 - $614.62 $50.4K - $64.5K
659 $320M
DUK
Duke Energy Corp

Utilities
81
+ 4.25%
$105.76 - $120.76 $8.57K - $9.78K
1.99K $214M
FDL
First Tr Morningstar Dividend

ETFs
69
+ 1.21%
$39.59 - $43.95 $2.73K - $3.03K
5.77K $232M
MCD
Mcdonalds Corp

Consumer Cyclical
107
+ 3.92%
$288.47 - $316.54 $30.9K - $33.9K
2.84K $823M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
770
+ 2.39%
$8.17 - $8.66 $6.29K - $6.67K
33.1K $270M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
250
+ 0.76%
$40.26 - $42.88 $10.1K - $10.7K
33.1K $1.34B
XOM
Exxon Mobil Corp

Energy
29
+ 0.82%
$105.51 - $125.37 $3.06K - $3.64K
3.57K $384M
PEP
Pepsico Inc

Consumer Defensive
8
+ 0.43%
$151.29 - $176.1 $1.21K - $1.41K
1.86K $282M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
190
+ 1.94%
$50.06 - $55.0 $9.51K - $10.5K
9.96K $500M
TMO
Thermo Fisher Scientific Inc.

Healthcare
18
+ 3.97%
$501.29 - $612.85 $9.02K - $11K
471 $245M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
34.3K
+ 197.96%
$26.93 - $84.95 $923K - $2.91M
51.6K $1.41B
Activity Summary
Buys All Purchases 57 New Holdings 5 Increased Positions 52 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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