Semus Wealth Partners LLC Reduced Holdings in Q3 2025

Semus Wealth Partners LLC

  • $177 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
-479
- 18.23%
$696.56 - $806.32 $334K - $386K
2.15K $1.71B
UTG
Reaves Utility Income Fund

Financial Services
-4.57K
- 35.68%
$35.81 - $39.62 $164K - $181K
8.24K $326M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.03K
- 16.75%
$45.6 - $46.92 $138K - $142K
15.1K $703M
BIT
Black Rock Multi Sector Income Trust

Financial Services
-6.6K
- 25.25%
$13.31 - $14.89 $87.8K - $98.2K
19.5K $261M
ISRG
Intuitive Surgical Inc

Healthcare
-84
- 12.94%
$433.66 - $544.47 $36.4K - $45.7K
565 $253M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-6.54K
- 31.11%
$14.8 - $15.15 $96.8K - $99.1K
14.5K $217M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-9.55K
- 33.95%
$8.88 - $9.09 $84.8K - $86.8K
18.6K $167M
V
Visa Inc.

Financial Services
-81
- 2.4%
$332.09 - $358.86 $26.9K - $29.1K
3.29K $1.12B
URI
United Rentals, Inc.

Industrials
-398
- 25.86%
$774.14 - $975.23 $308K - $388K
1.14K $1.09B
PFN
Pimco Income Strategy Fund Ii

Financial Services
-9.2K
- 37.48%
$7.37 - $7.67 $67.8K - $70.6K
15.3K $116M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.1K
- 10.64%
$48.72 - $50.73 $53.4K - $55.7K
9.21K $454M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-2.51K
- 7.48%
$42.39 - $44.63 $106K - $112K
31K $1.38B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-3.42K
- 23.0%
$13.77 - $14.45 $47K - $49.3K
11.4K $165M
KO
Coca Cola CO

Consumer Defensive
-80
- 1.12%
$65.67 - $71.67 $5.25K - $5.73K
7.06K $468M
PG
Procter & Gamble CO

Consumer Defensive
-75
- 1.68%
$150.47 - $161.22 $11.3K - $12.1K
4.4K $676M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-2.99K
- 22.68%
$12.52 - $13.45 $37.4K - $40.2K
10.2K $136M
META
Meta Platforms, Inc.

Communication Services
-20
- 0.59%
$695.21 - $791.73 $13.9K - $15.8K
3.38K $2.48B
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-2.86K
- 14.77%
$10.18 - $10.96 $29.1K - $31.3K
16.5K $178M
VGT
Vanguard Information Technolog

ETFs
-115
- 15.82%
$656.44 - $753.15 $75.5K - $86.6K
612 $457M
DIS
Walt Disney CO

Communication Services
-32
- 1.43%
$112.25 - $124.0 $3.59K - $3.97K
2.2K $252M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-235
- 6.57%
$97.75 - $100.75 $23K - $23.7K
3.34K $335M
CSCO
Cisco Systems, Inc.

Technology
-206
- 3.47%
$66.2 - $71.79 $13.6K - $14.8K
5.73K $392M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-76
- 12.22%
$567.77 - $614.76 $43.2K - $46.7K
546 $334M
NEE
Nextera Energy Inc

Utilities
-764
- 11.29%
$69.77 - $77.54 $53.3K - $59.2K
6.01K $453M
PANW
Palo Alto Networks Inc

Technology
-62
- 2.2%
$167.06 - $208.19 $10.4K - $12.9K
2.75K $560M
EFV
Msci Eafe Value ETF

ETFs
-1.37K
- 7.69%
$62.79 - $68.42 $85.8K - $93.5K
16.4K $1.11B
T
At&T Inc.

Communication Services
-46
- 0.53%
$26.94 - $29.62 $1.24K - $1.36K
8.66K $245M
AMGN
Amgen Inc

Healthcare
-34
- 2.31%
$271.18 - $309.22 $9.22K - $10.5K
1.44K $406M
MRK
Merck & Co., Inc.

Healthcare
-407
- 5.93%
$77.6 - $87.37 $31.6K - $35.6K
6.46K $542M
HD
Home Depot, Inc.

Consumer Cyclical
-68
- 9.96%
$357.4 - $423.42 $24.3K - $28.8K
615 $249M
PEP
Pepsico Inc

Consumer Defensive
-117
- 5.99%
$133.81 - $152.16 $15.7K - $17.8K
1.84K $258M
F
Ford Motor CO

Consumer Cyclical
-865
- 7.94%
$10.82 - $12.09 $9.36K - $10.5K
10K $120M
VST
Vistra Corp.

Utilities
-1
- 0.08%
$182.0 - $217.92 $182 - $218
1.25K $245M
DUK
Duke Energy Corp

Utilities
-60
- 3.08%
$116.31 - $125.93 $6.98K - $7.56K
1.89K $233M
VTV
Vanguard Value ETF

ETFs
-45
- 2.8%
$175.51 - $186.57 $7.9K - $8.4K
1.57K $292M
DVY
Ishares Tr

ETFs
-44
- 2.55%
$133.88 - $142.57 $5.89K - $6.27K
1.68K $239M
XOM
Exxon Mobil Corp

Energy
-11
- 0.31%
$105.83 - $117.22 $1.16K - $1.29K
3.5K $395M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-474
- 0.93%
$26.38 - $27.95 $12.5K - $13.2K
50.6K $1.38B
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 0.55%
$291.67 - $316.99 $4.67K - $5.07K
2.87K $873M
VUG
Vanguard Growth ETF

ETFs
-44
- 2.37%
$433.97 - $484.08 $19.1K - $21.3K
1.81K $870M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-109
- 1.64%
$182.33 - $194.5 $19.9K - $21.2K
6.55K $1.27B
JPM
Jpmorgan Chase & CO

Financial Services
-69
- 1.87%
$282.78 - $316.06 $19.5K - $21.8K
3.61K $1.14B
JNJ
Johnson & Johnson

Healthcare
-1.19K
- 12.25%
$155.17 - $185.42 $184K - $220K
8.51K $1.58B
BAR
Granite Shares Gold Trust

ETFs
-487
- 1.46%
$32.23 - $38.06 $15.7K - $18.5K
32.9K $1.25B
MSFT
Microsoft Corp

Technology
-138
- 1.1%
$491.09 - $535.64 $67.8K - $73.9K
12.4K $6.43B
SPY
Spdr S&P 500 ETF Trust

ETFs
-131
- 1.94%
$617.65 - $666.84 $80.9K - $87.4K
6.62K $4.41B
NVDA
Nvidia Corp

Technology
-1.72K
- 3.63%
$153.3 - $186.58 $264K - $321K
45.7K $8.53B
GOOG
Alphabet Inc.

Communication Services
-144
- 0.77%
$175.16 - $255.24 $25.2K - $36.8K
18.6K $4.52B
TSLA
Tesla, Inc.

Consumer Cyclical
-367
- 2.9%
$293.94 - $444.72 $108K - $163K
12.3K $5.47B
Activity Summary
Buys All Purchases 58 New Holdings 11 Increased Positions 47 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Semus Wealth Partners LLC Portfolio

Follow Semus Wealth Partners 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 Semus Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Semus Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email