Semmax Financial Advisors Inc. Portfolio Holdings

Semmax Financial Advisors Inc.

  • $351 Million
  • Q1 2025

Semmax Financial Advisors Inc. has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $351 Million distributed in 432 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Fltg Rate Nt ETF with a value of $12.6M, Jpmorgan Chase & CO with a value of $8.96M, Janus Detroit Str Tr Janus Hen with a value of $8.89M, Blackrock Short Maturity Bond with a value of $8.53M, and Vanguard Growth ETF with a value of $8.49M.

Examining the 13F form we can see an increase of $7.82M in the current position value, from $343M to 351M.

Semmax Financial Advisors Inc. is based out at Winston Salem, NC

Below you can find more details about Semmax Financial Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $351 Million
ETFs: $127 Million
Financial Services: $40 Million
Technology: $33.5 Million
Healthcare: $26.6 Million
Consumer Cyclical: $25.7 Million
Communication Services: $22.3 Million
Utilities: $17.1 Million
Consumer Defensive: $16.5 Million
Other: $42 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$855B
$8.96 Million 2.55% of portfolio
36,507
Q1 2025 Added 2.98%
$452B
$7.78 Million 2.22% of portfolio
65,400
Q1 2025 Added 4.33%
$229B
$6.07 Million 1.73% of portfolio
1,318
Q1 2025 Reduced 1.79%
$313B
$6.04 Million 1.72% of portfolio
84,142
Q1 2025 Added 3.17%
$3.77T
$6.03 Million 1.72% of portfolio
16,059
Q1 2025 Added 6.32%
$1.58T
$6.03 Million 1.72% of portfolio
10,466
Q1 2025 Reduced 2.46%
$91.5B
$5.86 Million 1.67% of portfolio
132,243
Q1 2025 Added 2.35%
$111B
$5.87 Million 1.67% of portfolio
59,844
Q1 2025 Added 2.01%
$256B
$5.63 Million 1.6% of portfolio
35,455
Q1 2025 Reduced 19.01%
$66.1B
$5.43 Million 1.55% of portfolio
18,396
Q1 2025 Added 3.29%
$93B
$5.16 Million 1.47% of portfolio
42,343
Q1 2025 Added 1.58%
$122B
$5.13 Million 1.46% of portfolio
57,065
Q1 2025 Added 3.5%
$10.9B
$4.94 Million 1.41% of portfolio
43,432
Q1 2025 Added 12.57%
$173B
$4.8 Million 1.37% of portfolio
61,298
Q1 2025 Reduced 8.57%
$2.32T
$4.77 Million 1.36% of portfolio
25,094
Q1 2025 Added 2.46%
$1.14T
$4.6 Million 1.31% of portfolio
29,750
Q1 2025 Added 6.51%
$18B
$4.44 Million 1.27% of portfolio
51,951
Q1 2025 Added 0.16%
$622B
$4.15 Million 1.18% of portfolio
7,796
Q1 2025 Reduced 10.93%
$108B
$4.07 Million 1.16% of portfolio
18,682
Q1 2025 Added 4.03%
$301B
$4.07 Million 1.16% of portfolio
56,884
Q1 2025 Added 2.91%
$164B
$3.93 Million 1.12% of portfolio
12,604
Q1 2025 Added 5.99%
$1.22T
$3.92 Million 1.12% of portfolio
23,621
Q1 2025 Added 2.72%
$60B
$3.85 Million 1.1% of portfolio
93,562
Q1 2025 Added 7.95%
$575B
$3.84 Million 1.09% of portfolio
10,952
Q1 2025 Reduced 8.15%
$81.7B
$3.82 Million 1.09% of portfolio
14,003
Q1 2025 Added 259.33%
$18.8B
$3.68 Million 1.05% of portfolio
30,910
Q1 2025 Added 8.73%
$15.3B
$3.59 Million 1.02% of portfolio
43,261
Q1 2025 Added 12.83%
$533B
$3.39 Million 0.97% of portfolio
6,192
Q1 2025 Reduced 5.9%
$60.3B
$3.4 Million 0.97% of portfolio
13,928
Q1 2025 Added 2,713.74%
$34.8B
$3.35 Million 0.95% of portfolio
19,005
Q1 2025 Added 8.68%
$10B
$2.97 Million 0.85% of portfolio
38,151
Q1 2025 Reduced 0.88%
$416B
$2.96 Million 0.84% of portfolio
27,272
Q1 2025 Added 633.91%
$141B
$2.89 Million 0.82% of portfolio
114,160
Q1 2025 Added 10.43%
$180B
$2.75 Million 0.78% of portfolio
60,583
Q1 2025 Added 0.31%
$177B
$2.64 Million 0.75% of portfolio
13,545
Q1 2025 Added 10.17%
$67.5B
$2.59 Million 0.74% of portfolio
5,960
Q1 2025 Reduced 42.24%
$173B
$2.52 Million 0.72% of portfolio
6,567
Q1 2025 Added 11.42%
$34.7B
$2.48 Million 0.71% of portfolio
22,781
Q1 2025 Reduced 6.59%
$71.7B
$2.45 Million 0.7% of portfolio
641,487
Q1 2025 Reduced 18.46%
$49.6B
$2.37 Million 0.68% of portfolio
31,794
Q1 2025 Added 7.41%
$28B
$2.27 Million 0.65% of portfolio
9,965
Q1 2025 Reduced 14.89%
$60.1B
$2.14 Million 0.61% of portfolio
20,435
Q1 2025 Added 11.62%
$153B
$1.94 Million 0.55% of portfolio
4,143
Q4 2024 Reduced 2.47%
$642B
$1.92 Million 0.55% of portfolio
13,749
Q1 2025 Reduced 19.31%
$155B
$1.83 Million 0.52% of portfolio
49,479
Q1 2025 Reduced 64.94%
$1.17T
$1.8 Million 0.51% of portfolio
11,507
Q1 2025 Added 6.41%
$264B
$1.77 Million 0.5% of portfolio
6,598
Q1 2025 Added 4.71%
$177B
$1.77 Million 0.5% of portfolio
11,529
Q1 2025 Reduced 0.15%
$221B
$1.57 Million 0.45% of portfolio
15,926
Q1 2025 Reduced 1.47%

Summary

  • Portfolio
  • No. of Stocks 432
  • Current Value $351 Million
  • Prior Value $343 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 81 stocks
  • Additional Purchases 148 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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