Semus Wealth Partners LLC Sells in Q4 2025

Semus Wealth Partners LLC

  • $186 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.74K
- 41.91%
$191.01 - $199.18 $524K - $547K
3.8K $756M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-921
- 18.23%
$589.5 - $635.77 $543K - $586K
4.13K $2.54B
NVDA
Nvidia Corp

Technology
-1.79K
- 3.91%
$179.83 - $207.04 $321K - $370K
43.9K $8.19B
URI
United Rentals, Inc.

Industrials
-98
- 8.59%
$806.61 - $1020.0 $79K - $100K
1.04K $844M
UNH
Unitedhealth Group Inc

Healthcare
-430
- 12.13%
$320.52 - $369.92 $138K - $159K
3.11K $1.03B
COST
Costco Wholesale Corp

Consumer Defensive
-111
- 20.18%
$910.94 - $954.99 $101K - $106K
439 $378M
UTG
Reaves Utility Income Fund

Financial Services
-2.29K
- 27.78%
$36.92 - $41.42 $84.5K - $94.8K
5.95K $218M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.19K
- 14.57%
$46.57 - $47.16 $102K - $103K
12.9K $598M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-720
- 19.73%
$102.37 - $105.36 $73.7K - $75.9K
2.93K $298M
BIT
Black Rock Multi Sector Income Trust

Financial Services
-5.28K
- 27.05%
$13.05 - $13.44 $68.9K - $71K
14.2K $186M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-559
- 9.34%
$118.35 - $124.49 $66.2K - $69.6K
5.43K $669M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-839
- 9.11%
$47.97 - $49.62 $40.2K - $41.6K
8.37K $411M
JGRO
J P Morgan Exchange Traded Fd
-148
- 0.62%
N/A
23.6K $2.19B
XOM
Exxon Mobil Corp

Energy
-519
- 14.82%
$110.64 - $119.78 $57.4K - $62.2K
2.98K $359M
T
At&T Inc.

Communication Services
-119
- 1.37%
$24.44 - $27.55 $2.91K - $3.28K
8.54K $212M
VGT
Vanguard Information Technolog

ETFs
-44
- 7.19%
$736.33 - $801.52 $32.4K - $35.3K
568 $428M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-2.16K
- 11.6%
$8.76 - $8.98 $18.9K - $19.4K
16.4K $145M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-531
- 0.73%
$56.0 - $57.6 $29.7K - $30.6K
72.3K $4.14B
SCHW
Schwab Charles Corp

Financial Services
-369
- 8.62%
$91.91 - $97.71 $33.9K - $36.1K
3.91K $391M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-169
- 3.78%
$50.85 - $51.0 $8.59K - $8.62K
4.31K $219M
PFE
Pfizer Inc

Healthcare
-24
- 0.22%
$24.23 - $27.37 $582 - $657
11K $274M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-22
- 4.03%
$600.51 - $631.95 $13.2K - $13.9K
524 $329M
MCD
Mcdonalds Corp

Consumer Cyclical
-33
- 1.15%
$293.81 - $310.11 $9.7K - $10.2K
2.84K $868M
PEP
Pepsico Inc

Consumer Defensive
-57
- 3.11%
$138.84 - $153.71 $7.91K - $8.76K
1.78K $255M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-24
- 0.48%
$72.75 - $76.17 $1.75K - $1.83K
4.99K $373M
EFV
Msci Eafe Value ETF

ETFs
-743
- 4.53%
$66.73 - $70.99 $49.6K - $52.7K
15.7K $1.12B
ISRG
Intuitive Surgical Inc

Healthcare
-89
- 15.75%
$429.59 - $576.2 $38.2K - $51.3K
476 $270M
NEE
Nextera Energy Inc

Utilities
-60
- 1.0%
$78.18 - $86.03 $4.69K - $5.16K
5.95K $477M
BAC
Bank Of America Corp

Financial Services
-197
- 1.6%
$48.65 - $54.11 $9.58K - $10.7K
12.1K $668M
TSLA
Tesla, Inc.

Consumer Cyclical
-66
- 0.54%
$401.99 - $468.37 $26.5K - $30.9K
12.2K $5.5B
IAU
Ishares Gold Trust

ETFs
-104
- 1.87%
$72.65 - $82.5 $7.56K - $8.58K
5.46K $443M
CRM
Salesforce, Inc.

Technology
-38
- 1.74%
$235.69 - $263.41 $8.96K - $10K
2.14K $567M
ASML
Asml Holding Nv

Technology
-10
- 1.54%
$936.19 - $1075.45 $9.36K - $10.8K
639 $684M
WMT
Walmart Inc.

Consumer Defensive
-13
- 0.12%
$101.18 - $109.03 $1.32K - $1.42K
10.5K $1.17B
BAR
Granite Shares Gold Trust

ETFs
-53
- 0.16%
$38.0 - $43.17 $2.01K - $2.29K
32.8K $1.4B
AAPL
Apple Inc.

Technology
-263
- 0.19%
$245.27 - $275.25 $64.5K - $72.4K
138K $37.5B
Activity Summary
Buys All Purchases 65 New Holdings 7 Increased Positions 58 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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