Semus Wealth Partners LLC Portfolio Holdings

Semus Wealth Partners LLC

  • $144 Billion
  • Q1 2025

Semus Wealth Partners LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.5B, Nvidia Corp with a value of $5.61B, Ishares Core S&P 500 ETF with a value of $5.48B, Microsoft Corp with a value of $4.65B, and Spdr S&P 500 ETF Trust with a value of $3.9B.

Examining the 13F form we can see an decrease of $7.49B in the current position value, from $151B to 144B.

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 $144 Billion
Technology: $44.2 Billion
ETFs: $36.6 Billion
Communication Services: $11.5 Billion
Consumer Cyclical: $10.5 Billion
Financial Services: $10 Billion
Healthcare: $8.39 Billion
Consumer Defensive: $2.97 Billion
Industrials: $1.89 Billion
Other: $1.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$273B
$498 Million 0.35% of portfolio
1,857
Q1 2025 Added 3.69%
$347B
$508 Million 0.35% of portfolio
2,427
Q1 2025 Added 1.46%
$310B
$500 Million 0.35% of portfolio
6,979
Q1 2025 Reduced 0.43%
$130B
$477 Million 0.33% of portfolio
6,722
Q1 2025 Reduced 5.12%
$0
$457 Million 0.32% of portfolio
4,574
Q1 2025 Reduced 42.74%
$330B
$465 Million 0.32% of portfolio
11,144
Q1 2025 Added 1.19%
$150B
$466 Million 0.32% of portfolio
1,496
Q1 2025 Reduced 2.09%
$1.39B
$458 Million 0.32% of portfolio
9,115
Q1 2025 Reduced 3.97%
$210B
$452 Million 0.32% of portfolio
5,039
Q1 2025 Added 8.2%
$430B
$439 Million 0.31% of portfolio
3,688
Q1 2025 Added 3.22%
$0
$439 Million 0.31% of portfolio
3,404
Q1 2025 Added 0.5%
$0
$446 Million 0.31% of portfolio
13,692
Q1 2025 Reduced 4.08%
$0
$396 Million 0.28% of portfolio
27,358
Q1 2025 Reduced 17.65%
$0
$404 Million 0.28% of portfolio
9,070
Q4 2024 Reduced 2.36%
$0
$383 Million 0.27% of portfolio
9,234
Q4 2024 New
$124B
$370 Million 0.26% of portfolio
829
Q1 2025 Added 25.8%
$198B
$376 Million 0.26% of portfolio
472
Q1 2025 Reduced 1.87%
$244B
$364 Million 0.25% of portfolio
5,895
Q1 2025 Reduced 15.93%
$0
$366 Million 0.25% of portfolio
712
Q1 2025 Added 3.64%
$0
$354 Million 0.25% of portfolio
2,520
Q1 2025 Added 5.18%
$0
$340 Million 0.24% of portfolio
21,826
Q1 2025 Reduced 20.5%
$152B
$349 Million 0.24% of portfolio
4,455
Q1 2025 Added 0.77%
$0
$338 Million 0.24% of portfolio
6,131
Q1 2025 Reduced 15.85%
$188B
$323 Million 0.22% of portfolio
652
Q1 2025 Added 8.13%
$53.3B
$308 Million 0.21% of portfolio
5,228
Q1 2025 New
$0
$302 Million 0.21% of portfolio
556
Q1 2025 Reduced 19.88%
$0
$302 Million 0.21% of portfolio
6,959
Q1 2025 Added 20.65%
$182B
$288 Million 0.2% of portfolio
1,918
Q1 2025 Added 3.28%
Profesionally Managed Portfo
-
$289 Million 0.2% of portfolio
-
Q1 2025 Reduced 27.39%
$0
$271 Million 0.19% of portfolio
2,611
Q1 2025 New
$0
$278 Million 0.19% of portfolio
1,610
Q1 2025 Reduced 0.06%
$0
$267 Million 0.19% of portfolio
5,674
Q1 2025 Added 10.8%
$370B
$273 Million 0.19% of portfolio
746
Q1 2025 Reduced 1.32%
$0
$275 Million 0.19% of portfolio
33,842
Q1 2025 Added 2.38%
$271B
$273 Million 0.19% of portfolio
412
Q1 2025 New
$0
$266 Million 0.19% of portfolio
1,315
Q1 2025 Added 9.95%
$0
$255 Million 0.18% of portfolio
12,108
Q4 2024 Reduced 8.4%
$0
$258 Million 0.18% of portfolio
952
Q1 2025 New
$134B
$254 Million 0.18% of portfolio
10,019
Q1 2025 Reduced 11.59%
$0
$257 Million 0.18% of portfolio
1,914
Q1 2025 Added 0.68%
$93B
$244 Million 0.17% of portfolio
2,004
Q1 2025 Added 0.8%
$196B
$244 Million 0.17% of portfolio
8,619
Q1 2025 Reduced 11.2%
$0
$236 Million 0.16% of portfolio
27,935
Q1 2025 Reduced 12.69%
$0
$224 Million 0.16% of portfolio
4,411
Q1 2025 Added 0.73%
$0
$229 Million 0.16% of portfolio
2,318
Q1 2025 Reduced 2.48%
$162B
$226 Million 0.16% of portfolio
2,195
Q1 2025 New
$165B
$225 Million 0.16% of portfolio
452
Q1 2025 Reduced 4.03%
$0
$214 Million 0.15% of portfolio
14,803
Q1 2025 Reduced 18.4%
$0
$215 Million 0.15% of portfolio
1,017
Q1 2025 Reduced 28.33%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $144 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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