Semus Wealth Partners LLC Portfolio Holdings

Semus Wealth Partners LLC

  • $151 Billion
  • Q4 2024

Semus Wealth Partners LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.4B, Nvidia Corp with a value of $7.47B, Ishares Core S&P 500 ETF with a value of $5.78B, Tesla, Inc. with a value of $5.18B, and Microsoft Corp with a value of $5.09B.

Examining the 13F form we can see an increase of $8.06B in the current position value, from $143B to 151B.

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 $151 Billion
Technology: $50.5 Billion
ETFs: $37 Billion
Consumer Cyclical: $12.6 Billion
Communication Services: $12.5 Billion
Financial Services: $9.95 Billion
Healthcare: $7.55 Billion
Consumer Defensive: $3.11 Billion
Industrials: $1.63 Billion
Other: $1.42 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.8B
$1.45 Billion 0.96% of portfolio
851
Q4 2024 Reduced 1.28%
$52.5B
$1.08 Billion 0.71% of portfolio
1,532
Q4 2024 Added 35.7%
$89.6B
$1.05 Billion 0.69% of portfolio
4,509
Q4 2024 Added 0.71%
$55.2B
$706 Million 0.47% of portfolio
3,882
Q4 2024 Added 94.1%
$141B
$508 Million 0.34% of portfolio
7,085
Q4 2024 Reduced 1.67%
$153B
$398 Million 0.26% of portfolio
1,528
Q4 2024 Reduced 0.2%
$150B
$327 Million 0.22% of portfolio
4,421
Q4 2024 Added 0.29%
$121B
$320 Million 0.21% of portfolio
659
Q4 2024 Added 18.95%
$70B
$313 Million 0.21% of portfolio
2,267
Q4 2024 New
$149B
$301 Million 0.2% of portfolio
11,332
Q4 2024 Reduced 10.17%
$148B
$227 Million 0.15% of portfolio
6,046
Q4 2024 Reduced 0.3%
$196B
$234 Million 0.15% of portfolio
644
Q4 2024 Reduced 0.16%
$169B
$221 Million 0.15% of portfolio
9,706
Q4 2024 Reduced 3.79%
$86.2B
$214 Million 0.14% of portfolio
1,988
Q4 2024 Added 4.25%
$39.8B
$102 Million 0.07% of portfolio
10,280
Q4 2024 Reduced 3.67%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $151 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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