Serenus Wealth Advisors, LLC Purchases in Q3 2025

Serenus Wealth Advisors, LLC

  • $585 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.34K
+ 1.6%
$617.65 - $666.84 $1.44M - $1.56M
148K $98.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.67K
+ 3.52%
$546.99 - $602.2 $2.01M - $2.21M
108K $59.6B
IVV
Ishares Core S&P 500 ETF

ETFs
680
+ 0.89%
$620.67 - $670.08 $422K - $456K
77.4K $51.8B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
31.7K
+ 271.66%
$70.77 - $73.59 $2.24M - $2.33M
43.4K $3.18B
VTI
Vanguard Total Stock Market Et

ETFs
2.68K
+ 11.66%
$303.93 - $329.86 $815K - $885K
25.7K $5.52B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.02K
+ 7.75%
$420.11 - $472.68 $429K - $483K
14.2K $6.65B
ICSH
Blackrock Ultra Short Term Bon

ETFs
14.6K
New
$50.52 - $50.75 $740K - $743K
14.6K $743M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.5K
New
$50.47 - $50.74 $733K - $737K
14.5K $737M
CRM
Salesforce, Inc.

Technology
2.08K
New
$231.66 - $273.65 $481K - $568K
2.08K $492M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.09K
+ 6.01%
$135.0 - $146.02 $148K - $160K
19.3K $2.81B
GOOG
Alphabet Inc.

Communication Services
874
New
$175.16 - $255.24 $153K - $223K
874 $213M
VBR
Vanguard Small Cap Value ETF

ETFs
1K
New
$195.41 - $212.37 $196K - $213K
1K $209M
AVGO
Broadcom Inc.

Technology
613
New
$264.74 - $369.57 $162K - $227K
613 $202M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.89K
New
$27.61 - $29.15 $190K - $201K
6.89K $201M
CMCSA
Comcast Corp

Communication Services
163K
+ 86.98%
$31.41 - $36.33 $5.11M - $5.91M
350K $355M
Almonty Inds Inc Com New
20K
New
N/A
20K $121M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.9K
+ 43.9%
$26.38 - $27.95 $103K - $109K
12.8K $349M
ARKW
Ark Next Generation Internet E

ETFs
96.4K
New
$144.46 - $174.76 $13.9M - $16.8M
96.4K $96.4M
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.02%
$57.75 - $67.68 $116 - $135
11.9K $785M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
20
+ 0.15%
$52.12 - $55.33 $1.04K - $1.11K
13K $718M
AXON
Axon Enterprise, Inc.

Industrials
69
+ 23.0%
$698.02 - $870.97 $48.2K - $60.1K
369 $265M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3
+ 0.09%
$136.48 - $142.97 $409 - $429
3.32K $464M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
68
+ 0.39%
$91.44 - $91.77 $6.22K - $6.24K
17.5K $1.61B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
56
+ 0.5%
$100.37 - $100.74 $5.62K - $5.64K
11.2K $1.13B
ORGNW
Origin Matls Inc Wt Exp 06/24/
20K
New
$0.01 - $0.06 $200 - $1.2K
20K $292K
Activity Summary
Buys All Purchases 26 New Holdings 11 Increased Positions 15 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Serenus Wealth Advisors, LLC Portfolio

Follow Serenus Wealth Advisors, 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 Serenus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Serenus Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email