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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$530 Million 0.37% of portfolio
9,202
Q3 2024 New

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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