Semus Wealth Partners LLC Portfolio Holdings

Semus Wealth Partners LLC

  • $143 Billion
  • Q3 2024

Semus Wealth Partners LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $143 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.9B, Nvidia Corp with a value of $6.75B, Ishares Core S&P 500 ETF with a value of $5.32B, Microsoft Corp with a value of $4.81B, and Spdr S&P 500 ETF Trust with a value of $4.06B.

Examining the 13F form we can see an increase of $13.4B in the current position value, from $130B to 143B.

Semus Wealth Partners LLC is based out at Boca Raton, FL

Below you can find more details about Semus Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
Technology: $47.4 Billion
ETFs: $35.6 Billion
Consumer Cyclical: $11.3 Billion
Communication Services: $10.7 Billion
Financial Services: $10.7 Billion
Healthcare: $8.74 Billion
Consumer Defensive: $3.18 Billion
Industrials: $1.97 Billion
Other: $1.45 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.16T
$31.9 Billion 22.31% of portfolio
136,904
Q3 2024 Added 0.42%
$349B
$6.75 Billion 4.72% of portfolio
55,596
Q3 2024 Reduced 2.67%
$3.27T
$4.81 Billion 3.37% of portfolio
11,180
Q3 2024 Added 4.37%
$1.43T
$3.94 Billion 2.75% of portfolio
15,042
Q3 2024 Reduced 12.52%
$1.17T
$3.64 Billion 2.54% of portfolio
21,935
Q3 2024 Added 3.49%
$2.31T
$3.34 Billion 2.34% of portfolio
17,920
Q3 2024 Added 0.27%
$1.2T
$2.96 Billion 2.07% of portfolio
17,682
Q3 2024 Reduced 0.25%
$755B
$2.75 Billion 1.92% of portfolio
3,101
Q3 2024 Added 27.25%
-
$2.21 Billion 1.54% of portfolio
-
Q3 2024 Added 14.45%
$381B
$1.82 Billion 1.28% of portfolio
11,261
Q3 2024 Reduced 3.88%
$411B
$1.79 Billion 1.25% of portfolio
2,518
Q3 2024 Reduced 8.04%
$87.2B
$1.77 Billion 1.24% of portfolio
862
Q3 2024 Added 20.22%
$1.36T
$1.63 Billion 1.14% of portfolio
2,851
Q3 2024 Added 13.77%
-
$1.52 Billion 1.06% of portfolio
-
Q3 2024 Added 14.78%
$511B
$1.52 Billion 1.06% of portfolio
3,075
Q3 2024 Added 2.19%
$478B
$1.35 Billion 0.94% of portfolio
2,302
Q3 2024 Added 4.45%
$525B
$967 Million 0.68% of portfolio
3,517
Q3 2024 Reduced 8.32%
$50.3B
$914 Million 0.64% of portfolio
1,129
Q3 2024 Reduced 20.83%
$217B
$832 Million 0.58% of portfolio
2,733
Q3 2024 Reduced 2.57%
$252B
$818 Million 0.57% of portfolio
10,132
Q3 2024 Added 1.1%
$403B
$818 Million 0.57% of portfolio
4,725
Q3 2024 Reduced 10.27%
$99.4B
$772 Million 0.54% of portfolio
4,477
Q3 2024 Added 3,453.17%
$713B
$772 Million 0.54% of portfolio
3,661
Q3 2024 Reduced 4.74%
$56.4B
$684 Million 0.48% of portfolio
2,000
Q3 2024 Reduced 6.54%
$0
$657 Million 0.46% of portfolio
43,205
Q3 2024 Reduced 14.91%
$0
$652 Million 0.46% of portfolio
19,881
Q3 2024 Reduced 18.44%
$142B
$609 Million 0.43% of portfolio
7,205
Q3 2024 Reduced 5.56%
$0
$542 Million 0.38% of portfolio
34,386
Q3 2024 Reduced 24.5%
$1.7B
$530 Million 0.37% of portfolio
9,202
Q3 2024 New
$271B
$512 Million 0.36% of portfolio
7,121
Q3 2024 Added 1.14%
$141B
$493 Million 0.35% of portfolio
1,531
Q3 2024 Added 2.34%
$317B
$480 Million 0.34% of portfolio
2,433
Q3 2024 Added 1.12%
$342B
$476 Million 0.33% of portfolio
1,740
Q3 2024 Reduced 4.55%
$284B
$453 Million 0.32% of portfolio
544
Q3 2024 New
$357B
$448 Million 0.31% of portfolio
11,280
Q3 2024 Added 3.95%
$597B
$436 Million 0.31% of portfolio
948
Q3 2024 Reduced 6.88%
$222B
$433 Million 0.3% of portfolio
484
Q3 2024 Reduced 9.19%
$444B
$415 Million 0.29% of portfolio
3,544
Q3 2024 Added 4.82%
$423B
$417 Million 0.29% of portfolio
470
Q3 2024 Added 37.43%
$198B
$420 Million 0.29% of portfolio
3,526
Q3 2024 New
$246B
$408 Million 0.29% of portfolio
7,675
Q3 2024 Reduced 9.3%
$0
$383 Million 0.27% of portfolio
41,580
Q3 2024 Reduced 21.03%
$253B
$387 Million 0.27% of portfolio
3,412
Q3 2024 Added 13.09%
$190B
$385 Million 0.27% of portfolio
784
Q3 2024 Added 3.57%
$149B
$365 Million 0.26% of portfolio
12,615
Q3 2024 Reduced 6.73%
$209B
$374 Million 0.26% of portfolio
722
Q3 2024 Added 18.36%
$0
$352 Million 0.25% of portfolio
46,142
Q3 2024 Reduced 19.87%
$405B
$347 Million 0.24% of portfolio
857
Q3 2024 Reduced 3.92%
$0
$344 Million 0.24% of portfolio
29,580
Q3 2024 Reduced 20.96%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $143 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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