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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
J P Morgan Exchange Traded F
-
$578 Million 0.4% of portfolio
-
Q3 2024 Added 136.38%
$0
$542 Million 0.38% of portfolio
34,386
Q3 2024 Reduced 24.5%
$0
$532 Million 0.37% of portfolio
9,772
Q3 2024 Reduced 1.25%
$1.74B
$530 Million 0.37% of portfolio
9,202
Q3 2024 New
$279B
$512 Million 0.36% of portfolio
7,121
Q3 2024 Added 1.14%
$150B
$493 Million 0.35% of portfolio
1,531
Q3 2024 Added 2.34%
$320B
$480 Million 0.34% of portfolio
2,433
Q3 2024 Added 1.12%
$343B
$476 Million 0.33% of portfolio
1,740
Q3 2024 Reduced 4.55%
$0
$464 Million 0.32% of portfolio
2,352
Q3 2024 Added 28.67%
$267B
$453 Million 0.32% of portfolio
544
Q3 2024 New
$383B
$448 Million 0.31% of portfolio
11,280
Q3 2024 Added 3.95%
$623B
$436 Million 0.31% of portfolio
948
Q3 2024 Reduced 6.88%
$216B
$433 Million 0.3% of portfolio
484
Q3 2024 Reduced 9.19%
$0
$432 Million 0.3% of portfolio
3,367
Q3 2024 Added 0.57%
$492B
$415 Million 0.29% of portfolio
3,544
Q3 2024 Added 4.82%
$0
$417 Million 0.29% of portfolio
9,289
Q3 2024 New
$240B
$420 Million 0.29% of portfolio
3,526
Q3 2024 New
$245B
$408 Million 0.29% of portfolio
7,675
Q3 2024 Reduced 9.3%
$0
$420 Million 0.29% of portfolio
717
Q3 2024 Reduced 6.76%
$0
$383 Million 0.27% of portfolio
41,580
Q3 2024 Reduced 21.03%
$257B
$387 Million 0.27% of portfolio
3,412
Q3 2024 Added 13.09%
$192B
$385 Million 0.27% of portfolio
784
Q3 2024 Added 3.57%
$145B
$365 Million 0.26% of portfolio
12,615
Q3 2024 Reduced 6.73%
$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%
$244B
$374 Million 0.26% of portfolio
722
Q3 2024 Added 18.36%
$0
$352 Million 0.25% of portfolio
46,142
Q3 2024 Reduced 19.87%
$0
$357 Million 0.25% of portfolio
1,453
Q3 2024 Added 19.79%
$440B
$347 Million 0.24% of portfolio
857
Q3 2024 Reduced 3.92%
$0
$342 Million 0.24% of portfolio
2,255
Q3 2024 Added 10.7%
$0
$344 Million 0.24% of portfolio
29,580
Q3 2024 Reduced 20.96%
$0
$328 Million 0.23% of portfolio
22,820
Q3 2024 Reduced 23.5%
$137B
$324 Million 0.23% of portfolio
554
Q3 2024 Added 0.36%
$229B
$327 Million 0.23% of portfolio
924
Q3 2024 Reduced 16.83%
$0
$326 Million 0.23% of portfolio
7,857
Q3 2024 Reduced 15.44%
$223B
$314 Million 0.22% of portfolio
1,849
Q3 2024 Added 5.12%
$0
$306 Million 0.21% of portfolio
35,741
Q3 2024 Reduced 25.01%
$3.22B
$298 Million 0.21% of portfolio
1,031
Q2 2024 Added 24.07%
$150B
$286 Million 0.2% of portfolio
4,408
Q3 2024 Added 18.37%
$201B
$280 Million 0.2% of portfolio
453
Q3 2024 Added 21.12%
$0
$292 Million 0.2% of portfolio
1,674
Q3 2024 Reduced 3.46%
$0
$282 Million 0.2% of portfolio
32,285
Q3 2024 Added 2.27%
$0
$287 Million 0.2% of portfolio
13,218
Q3 2024 Reduced 29.61%
$0
$275 Million 0.19% of portfolio
2,715
Q3 2024 Reduced 18.69%
$89.9B
$274 Million 0.19% of portfolio
1,801
Q3 2024 Added 28.55%
$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
$215B
$252 Million 0.18% of portfolio
645
Q3 2024 Added 0.94%
$0
$256 Million 0.18% of portfolio
5,303
Q3 2024 Added 8.31%

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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