Semus Wealth Partners LLC Sells in Q3 2024

Semus Wealth Partners LLC

  • $143 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.53K
- 2.67%
$98.91 - $134.91 $151K - $206K
55.6K $6.75B
GOOG
Alphabet Inc.

Communication Services
-44
- 0.25%
$149.54 - $192.66 $6.58K - $8.48K
17.7K $2.96B
GVI
Ishares Tr

ETFs
-2.73K
- 28.14%
$103.17 - $107.43 $281K - $293K
6.96K $746M
VUG
Vanguard Growth ETF

ETFs
-499
- 16.36%
$341.08 - $391.94 $170K - $196K
2.55K $979M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-11.2K
- 24.5%
$14.94 - $15.76 $167K - $176K
34.4K $542M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-5.56K
- 29.61%
$19.65 - $22.6 $109K - $126K
13.2K $287M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-7.01K
- 23.5%
$14.16 - $14.47 $99.3K - $101K
22.8K $328M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-7.84K
- 20.96%
$10.91 - $12.02 $85.6K - $94.3K
29.6K $344M
BIT
Black Rock Multi Sector Income Trust

Financial Services
-7.57K
- 14.91%
$14.44 - $15.2 $109K - $115K
43.2K $657M
PFL
Pimco Income Strategy Fund

Financial Services
-11.9K
- 25.01%
$8.1 - $8.57 $96.5K - $102K
35.7K $306M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-11.1K
- 21.03%
$8.4 - $9.19 $93K - $102K
41.6K $383M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-6.91K
- 33.3%
$10.51 - $11.28 $72.7K - $78K
13.9K $156M
NFLX
Netflix Inc

Communication Services
-220
- 8.04%
$598.55 - $722.26 $132K - $159K
2.52K $1.79B
PFN
Pimco Income Strategy Fund Ii

Financial Services
-11.4K
- 19.87%
$7.02 - $7.62 $80.3K - $87.2K
46.1K $352M
Blackrock Income Tr Inc
-5.64K
- 31.01%
N/A
12.5K $156M
WM
Waste Management Inc

Industrials
-243
- 19.68%
$196.96 - $223.45 $47.9K - $54.3K
992 $206M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-3.52K
- 5.92%
$46.67 - $50.52 $164K - $178K
56K $2.83B
PG
Procter & Gamble CO

Consumer Defensive
-541
- 10.27%
$160.76 - $177.82 $87K - $96.2K
4.73K $818M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.44K
- 15.44%
$38.49 - $41.61 $55.2K - $59.7K
7.86K $326M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-624
- 18.69%
$96.25 - $101.98 $60.1K - $63.6K
2.72K $275M
BHK
Blackrock Core Bond Trust

Financial Services
-6K
- 32.8%
$10.55 - $12.06 $63.3K - $72.4K
12.3K $148M
PANW
Palo Alto Networks Inc

Technology
-140
- 6.54%
$294.18 - $368.01 $41.2K - $51.5K
2K $684M
V
Visa Inc.

Financial Services
-319
- 8.32%
$253.74 - $291.56 $80.9K - $93K
3.52K $967M
IEMG
Ishares Inc

ETFs
-893
- 19.26%
$53.64 - $53.64 $47.9K - $47.9K
3.74K $215M
VGT
Vanguard Information Technolog

ETFs
-52
- 6.76%
$514.43 - $606.85 $26.8K - $31.6K
717 $420M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
-1.89K
- 18.72%
$21.98 - $25.4 $41.5K - $47.9K
8.19K $208M
T
At&T Inc.

Communication Services
-2.33K
- 18.75%
$18.21 - $22.28 $42.4K - $51.9K
10.1K $222M
DVY
Ishares Tr

ETFs
-353
- 15.03%
$119.99 - $135.74 $42.4K - $47.9K
2K $270M
UTG
Reaves Utility Income Fund

Financial Services
-4.5K
- 18.44%
$27.16 - $32.8 $122K - $147K
19.9K $652M
PFE
Pfizer Inc

Healthcare
-910
- 6.73%
$27.7 - $31.39 $25.2K - $28.6K
12.6K $365M
ACN
Accenture PLC

Technology
-187
- 16.83%
$295.44 - $355.81 $55.2K - $66.5K
924 $327M
VZ
Verizon Communications Inc

Communication Services
-599
- 11.74%
$38.89 - $45.0 $23.3K - $27K
4.5K $202M
URI
United Rentals, Inc.

Industrials
-297
- 20.83%
$627.41 - $814.1 $186K - $242K
1.13K $914M
JPM
Jpmorgan Chase & CO

Financial Services
-182
- 4.74%
$194.9 - $224.8 $35.5K - $40.9K
3.66K $772M
DNP
Dnp Select Income Fund Inc

Financial Services
-4.47K
- 16.9%
$8.21 - $10.03 $36.7K - $44.9K
22K $221M
CSCO
Cisco Systems, Inc.

Technology
-787
- 9.3%
$44.74 - $53.22 $35.2K - $41.9K
7.68K $408M
CRM
Salesforce, Inc.

Technology
-83
- 4.55%
$238.42 - $276.53 $19.8K - $23K
1.74K $476M
FDL
First Tr Morningstar Dividend

ETFs
-298
- 4.97%
$37.66 - $42.06 $11.2K - $12.5K
5.7K $239M
NOW
Service Now, Inc.

Technology
-49
- 9.19%
$730.87 - $937.36 $35.8K - $45.9K
484 $433M
VTV
Vanguard Value ETF

ETFs
-60
- 3.46%
$159.75 - $174.57 $9.59K - $10.5K
1.67K $292M
CMCSA
Comcast Corp

Communication Services
-37
- 0.61%
$37.33 - $41.78 $1.38K - $1.55K
6.06K $253M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-70
- 6.88%
$405.19 - $478.57 $28.4K - $33.5K
948 $436M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-124
- 1.25%
$50.02 - $54.5 $6.2K - $6.76K
9.77K $532M
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 3.92%
$333.64 - $405.2 $11.7K - $14.2K
857 $347M
GS
Goldman Sachs Group Inc

Financial Services
-107
- 4.67%
$459.02 - $510.25 $49.1K - $54.6K
2.19K $1.08B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-760
- 4.2%
$77.02 - $85.06 $58.5K - $64.6K
17.3K $1.46B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-385
- 1.16%
$37.98 - $41.19 $14.6K - $15.9K
32.9K $1.36B
NEE
Nextera Energy Inc

Utilities
-424
- 5.56%
$69.9 - $84.97 $29.6K - $36K
7.21K $609M
BAR
Granite Shares Gold Trust

ETFs
-175
- 0.51%
$23.01 - $26.37 $4.03K - $4.61K
34.4K $893M
Activity Summary
Buys All Purchases 67 New Holdings 13 Increased Positions 54 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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