Semus Wealth Partners LLC Incresed Positions in Q1 2025

Semus Wealth Partners LLC

  • $144 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
338
+ 10.14%
$725.72 - $929.72 $245K - $314K
3.67K $3.03B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
16.3K
+ 16.43%
N/A
115K $2.74B
Blackrock ETF Trust
12.4K
+ 25.98%
N/A
59.9K $1.73B
IVE
Ishares S&P 500 Value ETF

ETFs
1.16K
+ 43.0%
$185.78 - $198.58 $215K - $230K
3.85K $734M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.14K
+ 6.98%
$56.17 - $59.71 $232K - $247K
63.4K $3.62B
GS
Goldman Sachs Group Inc

Financial Services
463
+ 20.96%
$524.81 - $672.19 $243K - $311K
2.67K $1.46B
NFLX
Netflix Inc

Communication Services
91
+ 3.63%
$828.4 - $1058.6 $75.4K - $96.3K
2.6K $2.42B
Goldman Sachs ETF Tr
6.59K
+ 14.28%
N/A
52.7K $2.46B
J P Morgan Exchange Traded F
3.35K
+ 22.21%
N/A
18.4K $1.1B
IEMG
Ishares Inc

ETFs
2.76K
+ 66.59%
N/A
6.89K $372M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.06K
+ 19.56%
$168.16 - $186.21 $178K - $197K
6.46K $1.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
109
+ 11.5%
$442.66 - $534.52 $48.2K - $58.3K
1.06K $563M
V
Visa Inc.

Financial Services
29
+ 0.85%
$306.92 - $362.71 $8.9K - $10.5K
3.45K $1.21B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.28K
+ 14.61%
$48.06 - $53.73 $158K - $176K
25.7K $1.25B
MCD
Mcdonalds Corp

Consumer Cyclical
65
+ 2.29%
$279.74 - $321.29 $18.2K - $20.9K
2.91K $908M
ABBV
Abb Vie Inc.

Healthcare
35
+ 1.46%
$169.2 - $216.66 $5.92K - $7.58K
2.43K $508M
MA
Mastercard Inc

Financial Services
7
+ 0.22%
$504.67 - $576.31 $3.53K - $4.03K
3.24K $1.77B
UNH
Unitedhealth Group Inc

Healthcare
53
+ 2.19%
$461.52 - $548.18 $24.5K - $29.1K
2.48K $1.3B
FDL
First Tr Morningstar Dividend

ETFs
1.19K
+ 20.65%
$39.69 - $43.83 $47.3K - $52.2K
6.96K $302M
XOM
Exxon Mobil Corp

Energy
115
+ 3.22%
$105.44 - $118.93 $12.1K - $13.7K
3.69K $439M
LMT
Lockheed Martin Corp

Industrials
170
+ 25.8%
$423.19 - $506.29 $71.9K - $86.1K
829 $370M
JCPB
J P Morgan Exchange Traded Fd

ETFs
553
+ 10.8%
$45.56 - $47.23 $25.2K - $26.1K
5.67K $267M
DUK
Duke Energy Corp

Utilities
16
+ 0.8%
$105.87 - $121.97 $1.69K - $1.95K
2K $244M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.1%
$890.62 - $1076.86 $5.34K - $6.46K
550 $520M
SCHW
Schwab Charles Corp

Financial Services
34
+ 0.77%
$71.24 - $83.64 $2.42K - $2.84K
4.46K $349M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
119
+ 9.95%
$196.12 - $229.48 $23.3K - $27.3K
1.32K $266M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
179
+ 1.8%
$49.22 - $51.73 $8.81K - $9.26K
10.1K $512M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
53
+ 0.16%
$39.61 - $42.65 $2.1K - $2.26K
33.2K $1.35B
URI
United Rentals, Inc.

Industrials
203
+ 13.25%
$594.17 - $789.56 $121K - $160K
1.74K $1.09B
ISRG
Intuitive Surgical Inc

Healthcare
49
+ 8.13%
$476.63 - $610.45 $23.4K - $29.9K
652 $323M
DVY
Ishares Tr

ETFs
13
+ 0.68%
$128.58 - $138.1 $1.67K - $1.8K
1.91K $257M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17
+ 0.5%
$126.11 - $135.06 $2.14K - $2.3K
3.4K $439M
F
Ford Motor CO

Consumer Cyclical
454
+ 4.42%
$9.12 - $10.43 $4.14K - $4.74K
10.7K $108M
WMT
Walmart Inc.

Consumer Defensive
350
+ 3.58%
$84.5 - $105.05 $29.6K - $36.8K
10.1K $890M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
787
+ 2.38%
$8.11 - $8.58 $6.38K - $6.75K
33.8K $275M
PEP
Pepsico Inc

Consumer Defensive
61
+ 3.28%
$142.64 - $156.42 $8.7K - $9.54K
1.92K $288M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
32
+ 0.73%
$50.72 - $50.92 $1.62K - $1.63K
4.41K $224M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25
+ 3.64%
$507.05 - $563.67 $12.7K - $14.1K
712 $366M
MRK
Merck & Co., Inc.

Healthcare
382
+ 8.2%
$83.01 - $101.02 $31.7K - $38.6K
5.04K $452M
BBUS
J P Morgan Exchg Traded Fd

ETFs
153
+ 2.55%
$99.5 - $110.97 $15.2K - $17K
6.16K $622M
BAC
Bank Of America Corp

Financial Services
131
+ 1.19%
$39.61 - $47.74 $5.19K - $6.25K
11.1K $465M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.95K
+ 8.24%
$51.45 - $58.51 $255K - $289K
65K $3.37B
CAT
Caterpillar Inc

Industrials
2
+ 0.31%
$326.75 - $407.63 $654 - $815
646 $213M
DIS
Walt Disney CO

Communication Services
52
+ 2.55%
$96.87 - $114.0 $5.04K - $5.93K
2.09K $207M
IYW
Ishares Dj Us Tech ETF

ETFs
124
+ 5.18%
$140.44 - $166.79 $17.4K - $20.7K
2.52K $354M
IVW
Ishares S&P 500 Growth ETF

ETFs
518
+ 4.81%
$92.45 - $106.69 $47.9K - $55.3K
11.3K $1.05B
JGRO
J P Morgan Exchange Traded Fd
1.22K
+ 5.6%
N/A
22.9K $1.69B
CRM
Salesforce, Inc.

Technology
66
+ 3.69%
$268.36 - $359.95 $17.7K - $23.8K
1.86K $498M
AVGO
Broadcom Inc.

Technology
650
+ 14.42%
$167.43 - $244.7 $109K - $159K
5.16K $864M
Activity Summary
Buys All Purchases 68 New Holdings 12 Increased Positions 56 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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