Semus Wealth Partners LLC Portfolio Holdings

Semus Wealth Partners LLC

  • $143 Billion
  • Q3 2024

Semus Wealth Partners LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $143 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.9B, Nvidia Corp with a value of $6.75B, Ishares Core S&P 500 ETF with a value of $5.32B, Microsoft Corp with a value of $4.81B, and Spdr S&P 500 ETF Trust with a value of $4.06B.

Examining the 13F form we can see an increase of $13.4B in the current position value, from $130B to 143B.

Semus Wealth Partners LLC is based out at Boca Raton, FL

Below you can find more details about Semus Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
Technology: $47.4 Billion
ETFs: $35.6 Billion
Consumer Cyclical: $11.3 Billion
Communication Services: $10.7 Billion
Financial Services: $10.7 Billion
Healthcare: $8.74 Billion
Consumer Defensive: $3.18 Billion
Industrials: $1.97 Billion
Other: $1.45 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.32 Billion 3.72% of portfolio
9,215
Q3 2024 Added 7.28%
$0
$4.06 Billion 2.84% of portfolio
7,082
Q3 2024 Added 3.45%
$0
$3.22 Billion 2.25% of portfolio
54,078
Q3 2024 Added 4.31%
$0
$2.85 Billion 1.99% of portfolio
51,868
Q3 2024 Added 12.94%
$0
$2.83 Billion 1.98% of portfolio
55,966
Q3 2024 Reduced 5.92%
$0
$2.49 Billion 1.74% of portfolio
5,105
Q3 2024 Added 14.98%
$0
$1.46 Billion 1.02% of portfolio
17,317
Q3 2024 Reduced 4.2%
$0
$1.36 Billion 0.95% of portfolio
32,897
Q3 2024 Reduced 1.16%
$0
$1 Billion 0.7% of portfolio
21,325
Q3 2024 Added 81.09%
$0
$979 Million 0.68% of portfolio
2,551
Q3 2024 Reduced 16.36%
$0
$951 Million 0.67% of portfolio
9,929
Q3 2024 Added 25.75%
$1.46B
$893 Million 0.62% of portfolio
34,399
Q3 2024 Reduced 0.51%
$0
$855 Million 0.6% of portfolio
4,769
Q3 2024 Added 26.03%
$0
$821 Million 0.57% of portfolio
16,589
Q3 2024 Added 24.24%
$0
$746 Million 0.52% of portfolio
6,961
Q3 2024 Reduced 28.14%
$0
$719 Million 0.5% of portfolio
12,501
Q3 2024 Added 193.18%
$0
$620 Million 0.43% of portfolio
5,985
Q3 2024 Added 14.96%
$0
$587 Million 0.41% of portfolio
12,823
Q3 2024 New
$0
$532 Million 0.37% of portfolio
9,772
Q3 2024 Reduced 1.25%
$0
$464 Million 0.32% of portfolio
2,352
Q3 2024 Added 28.67%
$0
$432 Million 0.3% of portfolio
3,367
Q3 2024 Added 0.57%
$0
$417 Million 0.29% of portfolio
9,289
Q3 2024 New
$0
$420 Million 0.29% of portfolio
717
Q3 2024 Reduced 6.76%
$0
$365 Million 0.26% of portfolio
691
Q3 2024 Added 1.02%
$0
$369 Million 0.26% of portfolio
6,046
Q3 2024 Added 58.36%
$0
$357 Million 0.25% of portfolio
1,453
Q3 2024 Added 19.79%
$0
$342 Million 0.24% of portfolio
2,255
Q3 2024 Added 10.7%
$0
$326 Million 0.23% of portfolio
7,857
Q3 2024 Reduced 15.44%
$0
$292 Million 0.2% of portfolio
1,674
Q3 2024 Reduced 3.46%
$0
$275 Million 0.19% of portfolio
2,715
Q3 2024 Reduced 18.69%
$0
$270 Million 0.19% of portfolio
1,996
Q3 2024 Reduced 15.03%
$0
$276 Million 0.19% of portfolio
5,734
Q3 2024 New
$0
$256 Million 0.18% of portfolio
5,303
Q3 2024 Added 8.31%
$0
$239 Million 0.17% of portfolio
5,699
Q3 2024 Reduced 4.97%
$0
$224 Million 0.16% of portfolio
4,406
Q3 2024 Added 0.82%
$0
$215 Million 0.15% of portfolio
3,744
Q3 2024 Reduced 19.26%
$0
$203 Million 0.14% of portfolio
3,081
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $143 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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