Semus Wealth Partners LLC Portfolio Holdings

Semus Wealth Partners LLC

  • $144 Billion
  • Q1 2025

Semus Wealth Partners LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.5B, Nvidia Corp with a value of $5.61B, Ishares Core S&P 500 ETF with a value of $5.48B, Microsoft Corp with a value of $4.65B, and Spdr S&P 500 ETF Trust with a value of $3.9B.

Examining the 13F form we can see an decrease of $7.49B in the current position value, from $151B to 144B.

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 $144 Billion
Technology: $44.2 Billion
ETFs: $36.6 Billion
Communication Services: $11.5 Billion
Consumer Cyclical: $10.5 Billion
Financial Services: $10 Billion
Healthcare: $8.39 Billion
Consumer Defensive: $2.97 Billion
Industrials: $1.89 Billion
Other: $1.16 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$30.5 Billion 21.28% of portfolio
137,506
Q1 2025 Added 0.05%
$409B
$5.61 Billion 3.91% of portfolio
51,763
Q1 2025 Reduced 6.94%
$3.75T
$4.65 Billion 3.24% of portfolio
12,392
Q1 2025 Added 2.63%
$2.3T
$3.74 Billion 2.6% of portfolio
19,637
Q1 2025 Added 4.22%
$1.07T
$3.48 Billion 2.43% of portfolio
22,523
Q1 2025 Added 3.87%
$1T
$3.32 Billion 2.31% of portfolio
12,803
Q1 2025 Reduced 0.17%
-
$3.08 Billion 2.15% of portfolio
-
Q1 2025 New
$1.11T
$3.02 Billion 2.11% of portfolio
19,339
Q1 2025 Added 2.82%
$760B
$3.03 Billion 2.11% of portfolio
3,671
Q1 2025 Added 10.14%
-
$2.74 Billion 1.91% of portfolio
-
Q1 2025 Added 16.43%
$562B
$2.42 Billion 1.69% of portfolio
2,600
Q1 2025 Added 3.63%
$1.62T
$1.88 Billion 1.31% of portfolio
3,257
Q1 2025 Reduced 0.06%
$410B
$1.83 Billion 1.28% of portfolio
11,065
Q1 2025 Reduced 0.14%
$527B
$1.77 Billion 1.24% of portfolio
3,237
Q1 2025 Added 0.22%
-
$1.69 Billion 1.18% of portfolio
-
Q1 2025 Added 5.6%
$120B
$1.66 Billion 1.15% of portfolio
849
Q1 2025 Reduced 0.24%
$281B
$1.3 Billion 0.9% of portfolio
2,476
Q1 2025 Added 2.19%
$573B
$1.21 Billion 0.84% of portfolio
3,449
Q1 2025 Added 0.85%
$56B
$1.09 Billion 0.76% of portfolio
1,735
Q1 2025 Added 13.25%
$222B
$908 Million 0.63% of portfolio
2,905
Q1 2025 Added 2.29%
$847B
$899 Million 0.63% of portfolio
3,664
Q4 2024 Added 0.08%
$260B
$890 Million 0.62% of portfolio
10,137
Q1 2025 Added 3.58%
$112B
$864 Million 0.6% of portfolio
5,159
Q1 2025 Added 14.42%
-
$801 Million 0.56% of portfolio
-
Q1 2025 New
$364B
$776 Million 0.54% of portfolio
4,552
Q1 2025 Reduced 0.07%
$57.1B
$654 Million 0.46% of portfolio
3,834
Q1 2025 Reduced 1.24%
$631B
$563 Million 0.39% of portfolio
1,057
Q1 2025 Added 11.5%
$434B
$520 Million 0.36% of portfolio
550
Q1 2025 Added 1.1%
$260B
$498 Million 0.35% of portfolio
1,857
Q1 2025 Added 3.69%
$339B
$508 Million 0.35% of portfolio
2,427
Q1 2025 Added 1.46%
$300B
$500 Million 0.35% of portfolio
6,979
Q1 2025 Reduced 0.43%
$147B
$477 Million 0.33% of portfolio
6,722
Q1 2025 Reduced 5.12%
$378B
$465 Million 0.32% of portfolio
11,144
Q1 2025 Added 1.19%
$159B
$466 Million 0.32% of portfolio
1,496
Q1 2025 Reduced 2.09%
$1.52B
$458 Million 0.32% of portfolio
9,115
Q1 2025 Reduced 3.97%
$212B
$452 Million 0.32% of portfolio
5,039
Q1 2025 Added 8.2%
$475B
$439 Million 0.31% of portfolio
3,688
Q1 2025 Added 3.22%
$0
$446 Million 0.31% of portfolio
13,692
Q1 2025 Reduced 4.08%
$0
$396 Million 0.28% of portfolio
27,358
Q1 2025 Reduced 17.65%
$124B
$370 Million 0.26% of portfolio
829
Q1 2025 Added 25.8%
$194B
$376 Million 0.26% of portfolio
472
Q1 2025 Reduced 1.87%
$278B
$364 Million 0.25% of portfolio
5,895
Q1 2025 Reduced 15.93%
$0
$340 Million 0.24% of portfolio
21,826
Q1 2025 Reduced 20.5%
$169B
$349 Million 0.24% of portfolio
4,455
Q1 2025 Added 0.77%
$183B
$323 Million 0.22% of portfolio
652
Q1 2025 Added 8.13%
$187B
$288 Million 0.2% of portfolio
1,918
Q1 2025 Added 3.28%
$379B
$273 Million 0.19% of portfolio
746
Q1 2025 Reduced 1.32%
$0
$275 Million 0.19% of portfolio
33,842
Q1 2025 Added 2.38%
$320B
$273 Million 0.19% of portfolio
412
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $144 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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