Serenus Wealth Advisors, LLC Incresed Positions in Q1 2025

Serenus Wealth Advisors, LLC

  • $603 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
734K
+ 15.08%
$50.29 - $50.5 $36.9M - $37.1M
5.6M $282B
IVV
Ishares Core S&P 500 ETF

ETFs
40.8K
+ 39.24%
$554.06 - $615.85 $22.6M - $25.1M
145K $44.1B
IWD
Ishares Russell 1000 Val ETF

ETFs
6.46K
+ 48.61%
$182.82 - $196.21 $1.18M - $1.27M
19.7K $3.71B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.2K
+ 22.35%
$102.49 - $119.96 $1.56M - $1.82M
83.2K $8.7B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.38K
+ 82.57%
$169.43 - $182.84 $404K - $436K
5.27K $913M
NFLX
Netflix Inc

Communication Services
165
+ 40.24%
$828.4 - $1058.6 $137K - $175K
575 $536M
CMCSA
Comcast Corp

Communication Services
120K
+ 180.46%
$33.19 - $38.23 $3.99M - $4.6M
187K $193M
PM
Philip Morris International Inc.

Consumer Defensive
150
+ 6.24%
$117.15 - $158.79 $17.6K - $23.8K
2.56K $406M
MO
Altria Group, Inc.

Consumer Defensive
150
+ 1.28%
$50.81 - $60.02 $7.62K - $9K
11.9K $713M
LLY
Eli Lilly & CO

Healthcare
80
+ 18.65%
$725.72 - $929.72 $58.1K - $74.4K
509 $420M
META
Meta Platforms, Inc.

Communication Services
107
+ 7.9%
$576.36 - $736.67 $61.7K - $78.8K
1.46K $843M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
805
+ 8.35%
$65.27 - $71.18 $52.5K - $57.3K
10.4K $693M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
815
+ 4.56%
$507.05 - $563.67 $413K - $459K
18.7K $8.65B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3
+ 0.09%
$128.74 - $138.67 $386 - $416
3.31K $449M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
43
+ 0.25%
$91.45 - $91.75 $3.93K - $3.95K
17.4K $1.6B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
35
+ 0.32%
$100.34 - $100.68 $3.51K - $3.52K
11.1K $1.12B
VGT
Vanguard Information Technolog

ETFs
3.36K
+ 5.43%
$542.38 - $646.34 $1.82M - $2.17M
65.2K $65.2M
IVE
Ishares S&P 500 Value ETF

ETFs
1.27K
+ 1.35%
$185.78 - $198.58 $235K - $252K
95K $95M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15
+ 0.12%
$49.78 - $53.19 $747 - $798
12.9K $661M
TSLA
Tesla, Inc.

Consumer Cyclical
223
+ 16.97%
$222.15 - $428.22 $49.5K - $95.5K
1.54K $398M
VTI
Vanguard Total Stock Market Et

ETFs
247
+ 1.82%
$271.18 - $303.12 $67K - $74.9K
13.8K $3.79B
ITOT
Ishares Core S&P Total U.S. St

ETFs
20
+ 0.08%
$120.29 - $134.6 $2.41K - $2.69K
23.8K $2.91B
GOOGL
Alphabet Inc.

Communication Services
70.8K
+ 11.16%
$154.33 - $206.19 $10.9M - $14.6M
705K $2.79B
AMZN
Amazon Com Inc

Consumer Cyclical
8.94K
+ 17.83%
$190.26 - $242.06 $1.7M - $2.16M
59.1K $1.62B
IWF
Ishares Russell 1000 Gr ETF

ETFs
10
+ 0.07%
$360.07 - $417.26 $3.6K - $4.17K
13.8K $4.99B
QQQ
Invesco Qqq Trust, Series 1

ETFs
550
+ 0.54%
$468.34 - $539.52 $258K - $297K
102K $43.9B
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Serenus Wealth Advisors, LLC Portfolio

Follow Serenus Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Serenus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Serenus Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email