Serenus Wealth Advisors, LLC Portfolio Holdings

Serenus Wealth Advisors, LLC

  • $575 Billion
  • Q4 2024

Serenus Wealth Advisors, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $575 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $245B, Spdr S&P 500 ETF Trust with a value of $86.8B, Invesco Qqq Trust, Series 1 with a value of $47.5B, Ishares Core S&P 500 ETF with a value of $39.7B, and Wisdomtree Tr Us Quality Divid with a value of $32.7B.

Examining the 13F form we can see an increase of $575B in the current position value.

Serenus Wealth Advisors, LLC is based out at Santa Monica, CA

Below you can find more details about Serenus Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $575 Billion
ETFs: $557 Billion
Technology: $7.81 Billion
Communication Services: $4.41 Billion
Consumer Cyclical: $2.58 Billion
Financial Services: $1.24 Billion
Consumer Defensive: $902 Million
N/A: $545 Million
Healthcare: $331 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$4.39 Billion 0.76% of portfolio
17,527
Q4 2024 New
$1.16T
$3.18 Billion 0.55% of portfolio
634,432
Q4 2024 New
$3.3T
$2.31 Billion 0.4% of portfolio
5,487
Q4 2024 New
$2.42T
$2.05 Billion 0.36% of portfolio
50,156
Q4 2024 New
$308B
$856 Million 0.15% of portfolio
6,371
Q4 2024 New
$1.53T
$793 Million 0.14% of portfolio
1,355
Q4 2024 New
$94.4B
$613 Million 0.11% of portfolio
11,722
Q4 2024 New
$0
$545 Million 0.09% of portfolio
22,119
Q4 2024 New
$1.23T
$531 Million 0.09% of portfolio
1,314
Q4 2024 New
$435B
$365 Million 0.06% of portfolio
410
Q4 2024 New
$764B
$331 Million 0.06% of portfolio
429
Q4 2024 New
$143B
$267 Million 0.05% of portfolio
1,806
Q4 2024 New
$8.93B
$280 Million 0.05% of portfolio
1,610
Q4 2024 New
$201B
$289 Million 0.05% of portfolio
2,405
Q4 2024 New
$935M
$209 Million 0.04% of portfolio
9,129
Q4 2024 New
$131B
$229 Million 0.04% of portfolio
1,329
Q4 2024 New
$2.64B
$259 Million 0.04% of portfolio
17,068
Q4 2024 New
$165B
$73.1 Million 0.01% of portfolio
66,677
Q4 2024 New
$0
$2.57 Million 0.0% of portfolio
20,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $575 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 60 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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