Serenus Wealth Advisors, LLC Purchases and Sells in Q1 2025

Serenus Wealth Advisors, LLC

$603 Billion
Q1 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	734K + 15.08%	$50.29 - $50.5 $36.9M - $37.1M	5.6M $282B
IVV	40.8K + 39.24%	$554.06 - $615.85 $22.6M - $25.1M	145K $44.1B
IWD	6.46K + 48.61%	$182.82 - $196.21 $1.18M - $1.27M	19.7K $3.71B
IJR	15.2K + 22.35%	$102.49 - $119.96 $1.56M - $1.82M	83.2K $8.7B
RSP	2.38K + 82.57%	$169.43 - $182.84 $404K - $436K	5.27K $913M
NFLX	165 + 40.24%	$828.4 - $1058.6 $137K - $175K	575 $536M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ONEQ	7.44K New	$68.07 - $78.99 $507K - $588K	7.44K $507M
SNPG	11.8K New	N/A	11.8K $497M
BNY MELLON WOMEN'S OPPORTUNITIES ETF	10.8K New	N/A	10.8K $348M
ISHARES ESG AWARE MSCI USA GROWTH ETF	8.77K New	N/A	8.77K $346M
IBM	1.28K New	$217.4 - $264.74 $277K - $338K	1.28K $317M
LNTH	2.17K New	$78.23 - $110.01 $170K - $239K	2.17K $212M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-1.13K - 0.76%	$551.42 - $612.93 $622K - $691K	147K $82.2B
XLK	-5.23K - 9.52%	$206.38 - $242.18 $1.08M - $1.27M	49.7K $10.3B
IJH	-12.2K - 2.86%	$57.21 - $65.8 $699K - $804K	414K $24.2B
MSFT	-3.05K - 55.55%	$375.39 - $447.2 $1.14M - $1.36M	2.44K $915M
MDY	-364 - 1.16%	$522.96 - $601.18 $190K - $219K	30.9K $16.5B
AAPL	-1 - 0.01%	$209.68 - $247.1 $210 - $247	17.5K $3.89B

Activity Summary All Purchases 33 New Holdings 6 Increased Positions 27 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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