Semus Wealth Partners LLC Sells in Q4 2024

Semus Wealth Partners LLC

  • $151 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
-11
- 1.28%
$1666.0 - $2117.3 $18.3K - $23.3K
851 $1.45B
JNJ
Johnson & Johnson

Healthcare
-180
- 1.6%
$143.34 - $165.86 $25.8K - $29.9K
11.1K $1.6B
UTG
Reaves Utility Income Fund

Financial Services
-5.61K
- 28.2%
$30.81 - $34.99 $173K - $196K
14.3K $452M
BIT
Black Rock Multi Sector Income Trust

Financial Services
-9.98K
- 23.11%
$14.25 - $15.15 $142K - $151K
33.2K $485M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.71K
- 12.69%
$45.07 - $47.1 $122K - $127K
18.6K $842M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-6.93K
- 20.16%
$15.05 - $16.03 $104K - $111K
27.5K $419M
ACN
Accenture PLC

Technology
-334
- 36.15%
$343.9 - $376.86 $115K - $126K
590 $208M
VUG
Vanguard Growth ETF

ETFs
-442
- 17.33%
$378.79 - $428.11 $167K - $189K
2.11K $866M
PFN
Pimco Income Strategy Fund Ii

Financial Services
-13.2K
- 28.66%
$7.33 - $7.72 $96.9K - $102K
32.9K $245M
NEE
Nextera Energy Inc

Utilities
-120
- 1.67%
$69.77 - $85.43 $8.37K - $10.3K
7.09K $508M
PFL
Pimco Income Strategy Fund

Financial Services
-9.7K
- 27.14%
$8.27 - $8.77 $80.2K - $85.1K
26K $218M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-9.59K
- 23.05%
$9.1 - $9.51 $87.2K - $91.2K
32K $298M
KO
Coca Cola CO

Consumer Defensive
-112
- 1.57%
$61.74 - $71.71 $6.91K - $8.03K
7.01K $436M
ISRG
Intuitive Surgical Inc

Healthcare
-181
- 23.09%
$471.27 - $550.62 $85.3K - $99.7K
603 $315M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-4.68K
- 20.51%
$14.28 - $14.81 $66.8K - $69.3K
18.1K $261M
PFE
Pfizer Inc

Healthcare
-1.28K
- 10.17%
$24.8 - $30.19 $31.8K - $38.7K
11.3K $301M
DNP
Dnp Select Income Fund Inc

Financial Services
-4.12K
- 18.71%
$8.82 - $9.96 $36.3K - $41K
17.9K $158M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.5K
- 19.03%
$40.86 - $43.42 $61.1K - $64.9K
6.36K $267M
ABBV
Abb Vie Inc.

Healthcare
-41
- 1.69%
$164.99 - $203.87 $6.76K - $8.36K
2.39K $425M
PG
Procter & Gamble CO

Consumer Defensive
-170
- 3.6%
$161.05 - $179.7 $27.4K - $30.5K
4.56K $764M
HD
Home Depot, Inc.

Consumer Cyclical
-101
- 11.79%
$385.02 - $431.37 $38.9K - $43.6K
756 $294M
SAM
Boston Beer CO Inc

Consumer Defensive
-200
- 19.4%
$270.2 - $323.56 $54K - $64.7K
831 $249M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-338
- 12.45%
$96.64 - $101.23 $32.7K - $34.2K
2.38K $230M
Blackrock Income Tr Inc
-2.45K
- 19.52%
N/A
10.1K $116M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-1.55K
- 9.23%
$13.32 - $14.3 $20.7K - $22.2K
15.3K $205M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-3.42K
- 11.57%
$11.34 - $12.27 $38.8K - $42K
26.2K $312M
CMCSA
Comcast Corp

Communication Services
-18
- 0.3%
$37.39 - $45.14 $673 - $813
6.05K $227M
BAR
Granite Shares Gold Trust

ETFs
-908
- 2.64%
$25.3 - $27.51 $23K - $25K
33.5K $867M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-1.37K
- 9.88%
$10.39 - $11.25 $14.2K - $15.4K
12.5K $131M
DVY
Ishares Tr

ETFs
-95
- 4.76%
$129.55 - $143.41 $12.3K - $13.6K
1.9K $250M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-182
- 3.43%
$46.07 - $48.17 $8.38K - $8.77K
5.12K $236M
VTV
Vanguard Value ETF

ETFs
-63
- 3.76%
$168.32 - $181.87 $10.6K - $11.5K
1.61K $273M
CAT
Caterpillar Inc

Industrials
-1
- 0.16%
$360.37 - $416.88 $360 - $417
644 $234M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-34
- 2.34%
$238.25 - $261.28 $8.1K - $8.88K
1.42K $344M
F
Ford Motor CO

Consumer Cyclical
-392
- 3.67%
$9.69 - $11.4 $3.8K - $4.47K
10.3K $102M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-219
- 2.36%
$44.57 - $46.43 $9.76K - $10.2K
9.07K $414M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-27
- 0.61%
$50.67 - $50.9 $1.37K - $1.37K
4.38K $222M
T
At&T Inc.

Communication Services
-382
- 3.79%
$21.22 - $23.88 $8.11K - $9.12K
9.71K $221M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-1.11K
- 8.4%
$21.45 - $24.97 $23.8K - $27.7K
12.1K $290M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4
- 0.58%
$521.84 - $558.82 $2.09K - $2.24K
687 $370M
CSCO
Cisco Systems, Inc.

Technology
-663
- 8.64%
$52.45 - $60.02 $34.8K - $39.8K
7.01K $415M
VGT
Vanguard Information Technolog

ETFs
-23
- 3.21%
$571.78 - $647.97 $13.2K - $14.9K
694 $431M
BAC
Bank Of America Corp

Financial Services
-267
- 2.37%
$39.22 - $47.77 $10.5K - $12.8K
11K $484M
WMT
Walmart Inc.

Consumer Defensive
-345
- 3.41%
$79.1 - $95.7 $27.3K - $33K
9.79K $884M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-86
- 1.68%
$481.22 - $538.17 $41.4K - $46.3K
5.02K $2.57B
NOW
Service Now, Inc.

Technology
-3
- 0.62%
$867.18 - $1148.42 $2.6K - $3.45K
481 $510M
V
Visa Inc.

Financial Services
-97
- 2.76%
$273.87 - $320.91 $26.6K - $31.1K
3.42K $1.08B
NFLX
Netflix Inc

Communication Services
-9
- 0.36%
$687.65 - $936.56 $6.19K - $8.43K
2.51K $2.24B
GOOGL
Alphabet Inc.

Communication Services
-251
- 1.14%
$161.86 - $196.66 $40.6K - $49.4K
21.7K $4.1B
Activity Summary
Buys All Purchases 57 New Holdings 5 Increased Positions 52 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