Semus Wealth Partners LLC Purchases and Sells in Q1 2024

Semus Wealth Partners LLC

$119 Billion
Q1 2024

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	1.11K + 6.8%	$144.57 - $180.38 $160K - $200K	17.4K $3.13B
JEPQ	9.49K + 33.86%	$49.02 - $54.29 $465K - $515K	37.5K $2.03B
SPY	453 + 8.32%	$467.28 - $523.17 $212K - $237K	5.9K $3.08B
LLY	134 + 6.78%	$592.2 - $792.28 $79.4K - $106K	2.11K $1.64B
META	157 + 7.17%	$344.47 - $512.19 $54.1K - $80.4K	2.35K $1.14B
NFLX	87 + 3.44%	$468.5 - $629.24 $40.8K - $54.7K	2.62K $1.59B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FFEB	32.8K New	N/A	32.8K $1.49B
DYNF	11.8K New	$38.54 - $44.62 $455K - $527K	11.8K $524M
FJAN	12.4K New	N/A	12.4K $522M
GOLDMAN SACHS ETF TR	11K New	N/A	11K $518M
GOLDMAN SACHS ETF TR	10.3K New	N/A	10.3K $480M
IVW	5.06K New	$72.87 - $85.14 $369K - $431K	5.06K $427M

Top Sells

Reduced Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-514 - 0.38%	$169.0 - $195.18 $86.9K - $100K	135K $23.2B
SCHG	-18.1K - 69.44%	$80.6 - $93.32 $1.45M - $1.68M	7.94K $736M
SCHD	-18.7K - 46.68%	$75.25 - $80.63 $1.41M - $1.51M	21.4K $1.73B
IVV	-3.61K - 27.86%	$469.56 - $525.73 $1.7M - $1.9M	9.35K $4.92B
VUG	-4.16K - 53.78%	$301.05 - $346.61 $1.25M - $1.44M	3.58K $1.23B
JEPI	-12.7K - 20.19%	$54.75 - $57.86 $693K - $732K	50K $2.89B

Activity Summary All Purchases 49 New Holdings 11 Increased Positions 38 All Sells 76 Reductions 76 Sold out 0 Calls 0 Puts 0

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