Semus Wealth Partners LLC Sells in Q1 2025

Semus Wealth Partners LLC

  • $144 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-22
- 0.17%
$222.15 - $428.22 $4.89K - $9.42K
12.8K $3.32B
NVDA
Nvidia Corp

Technology
-3.86K
- 6.94%
$106.98 - $149.43 $413K - $577K
51.8K $5.61B
EFG
Msci Eafe Growth ETF

ETFs
-3.41K
- 42.74%
$96.1 - $106.37 $328K - $363K
4.57K $457M
SPY
Spdr S&P 500 ETF Trust

ETFs
-194
- 2.71%
$551.42 - $612.93 $107K - $119K
6.96K $3.9B
IVV
Ishares Core S&P 500 ETF

ETFs
-57
- 0.58%
$554.06 - $615.85 $31.6K - $35.1K
9.76K $5.48B
NOW
Service Now, Inc.

Technology
-9
- 1.87%
$783.83 - $1170.39 $7.05K - $10.5K
472 $376M
VGT
Vanguard Information Technolog

ETFs
-138
- 19.88%
$542.38 - $646.34 $74.8K - $89.2K
556 $302M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-402
- 28.33%
$211.47 - $267.17 $85K - $107K
1.02K $215M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-377
- 3.97%
$47.79 - $59.89 $18K - $22.6K
9.12K $458M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-4.86K
- 18.58%
$9.59 - $11.83 $46.6K - $57.5K
21.3K $204M
BIT
Black Rock Multi Sector Income Trust

Financial Services
-5.86K
- 17.65%
$14.43 - $14.85 $84.6K - $87.1K
27.4K $396M
VUG
Vanguard Growth ETF

ETFs
-7
- 0.33%
$369.1 - $427.61 $2.58K - $2.99K
2.1K $779M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-5.63K
- 20.5%
$15.0 - $15.91 $84.4K - $89.5K
21.8K $340M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.16K
- 15.85%
$54.25 - $57.64 $62.7K - $66.6K
6.13K $338M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-4.06K
- 12.69%
$8.46 - $9.3 $34.3K - $37.8K
27.9K $236M
PFN
Pimco Income Strategy Fund Ii

Financial Services
-8.43K
- 25.62%
$7.41 - $7.64 $62.5K - $64.4K
24.5K $185M
EFV
Msci Eafe Value ETF

ETFs
-2.5K
- 17.15%
$51.88 - $60.73 $130K - $152K
12.1K $712M
PANW
Palo Alto Networks Inc

Technology
-48
- 1.24%
$167.82 - $208.28 $8.06K - $10K
3.83K $654M
CSCO
Cisco Systems, Inc.

Technology
-1.12K
- 15.93%
$58.74 - $64.87 $65.6K - $72.5K
5.9K $364M
PFL
Pimco Income Strategy Fund

Financial Services
-6.51K
- 25.0%
$8.39 - $8.6 $54.6K - $56K
19.5K $168M
PFE
Pfizer Inc

Healthcare
-1.31K
- 11.59%
$25.01 - $27.13 $32.8K - $35.6K
10K $254M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-3.34K
- 18.4%
$14.22 - $14.83 $47.5K - $49.5K
14.8K $214M
NEE
Nextera Energy Inc

Utilities
-363
- 5.12%
$66.96 - $76.16 $24.3K - $27.6K
6.72K $477M
META
Meta Platforms, Inc.

Communication Services
-2
- 0.06%
$576.36 - $736.67 $1.15K - $1.47K
3.26K $1.88B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-869
- 4.67%
$44.72 - $46.25 $38.9K - $40.2K
17.7K $818M
DNP
Dnp Select Income Fund Inc

Financial Services
-4.13K
- 23.09%
$8.93 - $9.92 $36.9K - $41K
13.8K $136M
CMCSA
Comcast Corp

Communication Services
-469
- 7.76%
$33.19 - $38.23 $15.6K - $17.9K
5.58K $206M
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 1.32%
$347.25 - $424.87 $3.47K - $4.25K
746 $273M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-19
- 4.03%
$497.6 - $606.74 $9.45K - $11.5K
452 $225M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-1.72K
- 11.28%
$13.34 - $13.81 $23K - $23.8K
13.5K $185M
UTG
Reaves Utility Income Fund

Financial Services
-583
- 4.08%
$31.08 - $34.42 $18.1K - $20.1K
13.7K $446M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-59
- 2.48%
$95.85 - $99.25 $5.66K - $5.86K
2.32K $229M
VTV
Vanguard Value ETF

ETFs
-1
- 0.06%
$167.73 - $179.21 $168 - $179
1.61K $278M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-984
- 1.91%
$27.01 - $28.54 $26.6K - $28.1K
50.6K $1.42B
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.07%
$158.56 - $176.26 $476 - $529
4.55K $776M
T
At&T Inc.

Communication Services
-1.09K
- 11.2%
$21.56 - $28.28 $23.4K - $30.7K
8.62K $244M
KO
Coca Cola CO

Consumer Defensive
-30
- 0.43%
$60.81 - $72.32 $1.82K - $2.17K
6.98K $500M
AMGN
Amgen Inc

Healthcare
-32
- 2.09%
$258.59 - $327.36 $8.27K - $10.5K
1.5K $466M
BAR
Granite Shares Gold Trust

ETFs
-107
- 0.32%
$26.01 - $30.84 $2.78K - $3.3K
33.4K $1.03B
MELI
Mercadolibre Inc

Consumer Cyclical
-2
- 0.24%
$1739.0 - $2260.0 $3.48K - $4.52K
849 $1.66B
JNJ
Johnson & Johnson

Healthcare
-16
- 0.14%
$142.06 - $167.7 $2.27K - $2.68K
11.1K $1.83B
Activity Summary
Buys All Purchases 68 New Holdings 12 Increased Positions 56 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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