Semus Wealth Partners LLC Reduced Holdings in Q2 2025

Semus Wealth Partners LLC

  • $154 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-1.84K
- 18.8%
$498.8 - $620.9 $915K - $1.14M
7.93K $4.92B
JNJ
Johnson & Johnson

Healthcare
-1.37K
- 12.37%
$146.36 - $159.82 $200K - $219K
9.7K $1.48B
PANW
Palo Alto Networks Inc

Technology
-1.02K
- 26.6%
$152.44 - $204.64 $155K - $209K
2.81K $576M
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 0.55%
$285.55 - $321.23 $4.57K - $5.14K
2.89K $844M
PG
Procter & Gamble CO

Consumer Defensive
-76
- 1.67%
$157.66 - $172.39 $12K - $13.1K
4.48K $713M
XOM
Exxon Mobil Corp

Energy
-175
- 4.75%
$99.93 - $119.04 $17.5K - $20.8K
3.51K $379M
AMGN
Amgen Inc

Healthcare
-22
- 1.47%
$262.28 - $309.85 $5.77K - $6.82K
1.47K $412M
DVY
Ishares Tr

ETFs
-187
- 9.77%
$118.37 - $134.86 $22.1K - $25.2K
1.73K $229M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-798
- 3.66%
$13.74 - $15.66 $11K - $12.5K
21K $313M
IAU
Ishares Gold Trust

ETFs
-694
- 13.27%
$56.1 - $64.74 $38.9K - $44.9K
4.53K $283M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-372
- 2.75%
$11.76 - $13.64 $4.37K - $5.07K
13.2K $167M
PFL
Pimco Income Strategy Fund

Financial Services
-1.42K
- 7.27%
$7.76 - $8.58 $11K - $12.2K
18.1K $151M
DUK
Duke Energy Corp

Utilities
-58
- 2.89%
$112.46 - $124.05 $6.52K - $7.19K
1.95K $230M
BIT
Black Rock Multi Sector Income Trust

Financial Services
-1.24K
- 4.53%
$13.11 - $14.6 $16.3K - $18.1K
26.1K $381M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-90
- 12.64%
$456.74 - $568.03 $41.1K - $51.1K
622 $353M
V
Visa Inc.

Financial Services
-74
- 2.15%
$308.27 - $373.31 $22.8K - $27.6K
3.38K $1.2B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-24
- 0.42%
$45.9 - $47.2 $1.1K - $1.13K
5.65K $266M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-1.96K
- 9.22%
$8.65 - $10.52 $17K - $20.7K
19.3K $203M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-949
- 7.84%
$18.53 - $24.21 $17.6K - $23K
11.2K $270M
UTG
Reaves Utility Income Fund

Financial Services
-883
- 6.45%
$29.08 - $36.18 $25.7K - $31.9K
12.8K $463M
IYW
Ishares Dj Us Tech ETF

ETFs
-360
- 14.29%
$122.57 - $173.27 $44.1K - $62.4K
2.16K $374M
EFG
Msci Eafe Growth ETF

ETFs
-295
- 6.45%
$89.8 - $112.0 $26.5K - $33K
4.28K $479M
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.36%
$908.13 - $1056.85 $1.82K - $2.11K
548 $542M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-399
- 6.48%
$89.63 - $111.92 $35.8K - $44.7K
5.76K $645M
ISRG
Intuitive Surgical Inc

Healthcare
-3
- 0.46%
$451.58 - $565.94 $1.35K - $1.7K
649 $353M
VUG
Vanguard Growth ETF

ETFs
-245
- 11.66%
$329.49 - $438.4 $80.7K - $107K
1.86K $814M
SCHW
Schwab Charles Corp

Financial Services
-188
- 4.22%
$69.06 - $91.24 $13K - $17.2K
4.27K $389M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-9
- 0.68%
$180.84 - $240.32 $1.63K - $2.16K
1.31K $314M
ASML
Asml Holding Nv

Technology
-1
- 0.24%
$595.37 - $815.24 $595 - $815
411 $329M
URI
United Rentals, Inc.

Industrials
-196
- 11.3%
$551.94 - $753.4 $108K - $148K
1.54K $1.16B
IVW
Ishares S&P 500 Growth ETF

ETFs
-910
- 8.07%
$82.96 - $110.1 $75.5K - $100K
10.4K $1.14B
NOW
Service Now, Inc.

Technology
-5
- 1.06%
$721.65 - $1040.18 $3.61K - $5.2K
467 $480M
SPY
Spdr S&P 500 ETF Trust

ETFs
-214
- 3.07%
$496.48 - $617.85 $106K - $132K
6.75K $4.17B
GOOG
Alphabet Inc.

Communication Services
-619
- 3.2%
$146.58 - $180.01 $90.7K - $111K
18.7K $3.32B
MELI
Mercadolibre Inc

Consumer Cyclical
-100
- 11.78%
$1794.73 - $2613.63 $179K - $261K
749 $1.96B
NFLX
Netflix Inc

Communication Services
-537
- 20.65%
$855.86 - $1339.13 $460K - $719K
2.06K $2.76B
GS
Goldman Sachs Group Inc

Financial Services
-45
- 1.68%
$462.22 - $707.75 $20.8K - $31.8K
2.63K $1.86B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-29
- 0.57%
$416.06 - $551.64 $12.1K - $16K
5.04K $2.78B
TSLA
Tesla, Inc.

Consumer Cyclical
-134
- 1.05%
$221.86 - $362.89 $29.7K - $48.6K
12.7K $4.02B
NVDA
Nvidia Corp

Technology
-4.33K
- 8.37%
$94.31 - $157.99 $409K - $685K
47.4K $7.49B
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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