Semus Wealth Partners LLC Portfolio Holdings

Semus Wealth Partners LLC

  • $151 Billion
  • Q4 2024

Semus Wealth Partners LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.4B, Nvidia Corp with a value of $7.47B, Ishares Core S&P 500 ETF with a value of $5.78B, Tesla, Inc. with a value of $5.18B, and Microsoft Corp with a value of $5.09B.

Examining the 13F form we can see an increase of $8.06B in the current position value, from $143B to 151B.

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 $151 Billion
Technology: $50.5 Billion
ETFs: $37 Billion
Consumer Cyclical: $12.6 Billion
Communication Services: $12.5 Billion
Financial Services: $9.95 Billion
Healthcare: $7.55 Billion
Consumer Defensive: $3.11 Billion
Industrials: $1.63 Billion
Other: $1.42 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$34.4 Billion 22.79% of portfolio
137,439
Q4 2024 Added 0.39%
$324B
$7.47 Billion 4.95% of portfolio
55,624
Q4 2024 Added 0.05%
$1.14T
$5.18 Billion 3.43% of portfolio
12,825
Q4 2024 Reduced 14.74%
$3.05T
$5.09 Billion 3.37% of portfolio
12,075
Q4 2024 Added 8.01%
$2.33T
$4.13 Billion 2.74% of portfolio
18,842
Q4 2024 Added 5.15%
$1.11T
$4.1 Billion 2.72% of portfolio
21,684
Q4 2024 Reduced 1.14%
$1.14T
$3.58 Billion 2.37% of portfolio
18,809
Q4 2024 Added 6.37%
$835B
$2.57 Billion 1.7% of portfolio
3,333
Q4 2024 Added 7.48%
-
$2.4 Billion 1.59% of portfolio
-
Q4 2024 Added 10.55%
$451B
$2.24 Billion 1.48% of portfolio
2,509
Q4 2024 Reduced 0.36%
$1.61T
$1.91 Billion 1.26% of portfolio
3,259
Q4 2024 Added 14.31%
-
$1.76 Billion 1.17% of portfolio
-
Q4 2024 Added 9.82%
$537B
$1.7 Billion 1.13% of portfolio
3,230
Q4 2024 Added 5.04%
$400B
$1.6 Billion 1.06% of portfolio
11,081
Q4 2024 Reduced 1.6%
$101B
$1.45 Billion 0.96% of portfolio
851
Q4 2024 Reduced 1.28%
$224B
$1.27 Billion 0.84% of portfolio
2,209
Q4 2024 Added 1.1%
$569B
$1.08 Billion 0.72% of portfolio
3,420
Q4 2024 Reduced 2.76%
$51.3B
$1.08 Billion 0.71% of portfolio
1,532
Q4 2024 Added 35.7%
$91.1B
$1.05 Billion 0.69% of portfolio
4,509
Q4 2024 Added 0.71%
$275B
$884 Million 0.59% of portfolio
9,787
Q4 2024 Reduced 3.41%
$809B
$878 Million 0.58% of portfolio
3,664
Q4 2024 Added 0.08%
$217B
$823 Million 0.55% of portfolio
2,840
Q4 2024 Added 3.92%
$398B
$764 Million 0.51% of portfolio
4,555
Q4 2024 Reduced 3.6%
$58B
$706 Million 0.47% of portfolio
3,882
Q4 2024 Added 94.1%
$326B
$599 Million 0.4% of portfolio
1,791
Q4 2024 Added 2.93%
$1.59B
$572 Million 0.38% of portfolio
9,492
Q4 2024 Added 3.15%
$134B
$508 Million 0.34% of portfolio
7,085
Q4 2024 Reduced 1.67%
$204B
$510 Million 0.34% of portfolio
481
Q4 2024 Reduced 0.62%
$462B
$498 Million 0.33% of portfolio
544
Q4 2024 Added 15.74%
$0
$485 Million 0.32% of portfolio
33,221
Q4 2024 Reduced 23.11%
$380B
$484 Million 0.32% of portfolio
11,013
Q4 2024 Reduced 2.37%
$221B
$463 Million 0.31% of portfolio
4,657
Q4 2024 Added 36.49%
$0
$452 Million 0.3% of portfolio
14,275
Q4 2024 Reduced 28.2%
$276B
$436 Million 0.29% of portfolio
7,009
Q4 2024 Reduced 1.57%
$337B
$425 Million 0.28% of portfolio
2,392
Q4 2024 Reduced 1.69%
$0
$419 Million 0.28% of portfolio
27,454
Q4 2024 Reduced 20.16%
$614B
$430 Million 0.28% of portfolio
948
Q3 2024 Reduced 6.88%
$256B
$415 Million 0.27% of portfolio
7,012
Q4 2024 Reduced 8.64%
$157B
$398 Million 0.26% of portfolio
1,528
Q4 2024 Reduced 0.2%
$454B
$384 Million 0.25% of portfolio
3,573
Q4 2024 Added 0.82%
$151B
$327 Million 0.22% of portfolio
4,421
Q4 2024 Added 0.29%
$116B
$320 Million 0.21% of portfolio
659
Q4 2024 Added 18.95%
$0
$312 Million 0.21% of portfolio
26,157
Q4 2024 Reduced 11.57%
$69.5B
$313 Million 0.21% of portfolio
2,267
Q4 2024 New
$206B
$315 Million 0.21% of portfolio
603
Q4 2024 Reduced 23.09%
$0
$298 Million 0.2% of portfolio
31,995
Q4 2024 Reduced 23.05%
$144B
$301 Million 0.2% of portfolio
11,332
Q4 2024 Reduced 10.17%
$199B
$282 Million 0.19% of portfolio
1,857
Q4 2024 Added 0.43%
$417B
$294 Million 0.19% of portfolio
756
Q4 2024 Reduced 11.79%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $151 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
Track This Portfolio

Track Semus Wealth Partners LLC Portfolio

Follow Semus Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Semus Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Semus Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email