Serenus Wealth Advisors, LLC Portfolio Holdings

Serenus Wealth Advisors, LLC

  • $603 Billion
  • Q1 2025

Serenus Wealth Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $603 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $282B, Spdr S&P 500 ETF Trust with a value of $82.2B, Ishares Core S&P 500 ETF with a value of $44.1B, Invesco Qqq Trust, Series 1 with a value of $43.9B, and Wisdomtree Tr Us Quality Divid with a value of $32.2B.

Examining the 13F form we can see an increase of $27.1B in the current position value, from $575B to 603B.

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 $603 Billion
ETFs: $586 Billion
Technology: $5.97 Billion
Communication Services: $4.36 Billion
Consumer Cyclical: $2.02 Billion
Consumer Defensive: $1.12 Billion
Financial Services: $949 Million
Healthcare: $632 Million
N/A: $456 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$885M
$222 Million 0.04% of portfolio
9,129
Q4 2024 New
$0
$239 Million 0.04% of portfolio
2,808
Q4 2024 New
$0
$244 Million 0.04% of portfolio
1,100
Q4 2024 New
$0
$248 Million 0.04% of portfolio
8,883
Q4 2024 New
$0
$249 Million 0.04% of portfolio
1,441
Q4 2024 New
$2.57B
$258 Million 0.04% of portfolio
17,068
Q4 2024 New
$8.69B
$260 Million 0.04% of portfolio
1,610
Q4 2024 New
$151B
$193 Million 0.03% of portfolio
187,002
Q1 2025 Added 180.46%
$104B
$209 Million 0.03% of portfolio
1,806
Q4 2024 New
$0
$96.4 Million 0.02% of portfolio
96,392
Q4 2024 New
$0
$95 Million 0.02% of portfolio
94,951
Q1 2025 Added 1.35%
$0
$65.2 Million 0.01% of portfolio
65,160
Q1 2025 Added 5.43%
$0
$25.3 Million 0.0% of portfolio
25,285
Q1 2025 Reduced 0.25%
$0
$1.01 Million 0.0% of portfolio
20,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $603 Billion
  • Prior Value $575 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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