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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$161B
$510 Million 0.34% of portfolio
481
Q4 2024 Reduced 0.62%
$0
$514 Million 0.34% of portfolio
2,693
Q4 2024 Added 14.5%
$0
$500 Million 0.33% of portfolio
9,962
Q4 2024 Added 1.94%
$411B
$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%
$331B
$484 Million 0.32% of portfolio
11,013
Q4 2024 Reduced 2.37%
$226B
$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%
$0
$431 Million 0.29% of portfolio
694
Q4 2024 Reduced 3.21%
$0
$432 Million 0.29% of portfolio
3,387
Q4 2024 Added 0.59%
$304B
$436 Million 0.29% of portfolio
7,009
Q4 2024 Reduced 1.57%
$363B
$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%
$683B
$430 Million 0.28% of portfolio
948
Q3 2024 Reduced 6.88%
$0
$404 Million 0.27% of portfolio
7,286
Q4 2024 Added 20.51%
$250B
$415 Million 0.27% of portfolio
7,012
Q4 2024 Reduced 8.64%
$164B
$398 Million 0.26% of portfolio
1,528
Q4 2024 Reduced 0.2%
$0
$394 Million 0.26% of portfolio
9,234
Q4 2024 New
Profesionally Managed Portfo
-
$392 Million 0.26% of portfolio
-
Q4 2024 New
$0
$382 Million 0.25% of portfolio
2,396
Q4 2024 Added 6.25%
$0
$370 Million 0.25% of portfolio
687
Q4 2024 Reduced 0.58%
$491B
$384 Million 0.25% of portfolio
3,573
Q4 2024 Added 0.82%
$0
$344 Million 0.23% of portfolio
1,419
Q4 2024 Reduced 2.34%
$141B
$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%
$49.6B
$313 Million 0.21% of portfolio
2,267
Q4 2024 New
$174B
$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%
$141B
$301 Million 0.2% of portfolio
11,332
Q4 2024 Reduced 10.17%
$206B
$282 Million 0.19% of portfolio
1,857
Q4 2024 Added 0.43%
$367B
$294 Million 0.19% of portfolio
756
Q4 2024 Reduced 11.79%
$0
$290 Million 0.19% of portfolio
12,108
Q4 2024 Reduced 8.4%
$0
$281 Million 0.19% of portfolio
5,734
Q3 2024 New
$0
$267 Million 0.18% of portfolio
6,362
Q4 2024 Reduced 19.03%
$0
$270 Million 0.18% of portfolio
33,055
Q4 2024 Added 2.39%
$0
$273 Million 0.18% of portfolio
1,611
Q4 2024 Reduced 3.76%
$2.45B
$249 Million 0.17% of portfolio
831
Q4 2024 Reduced 19.4%
$0
$250 Million 0.17% of portfolio
1,901
Q4 2024 Reduced 4.76%
$0
$261 Million 0.17% of portfolio
18,140
Q4 2024 Reduced 20.51%
$196B
$245 Million 0.16% of portfolio
471
Q4 2024 Added 3.97%
$0
$236 Million 0.16% of portfolio
5,121
Q4 2024 Reduced 3.43%
$0
$245 Million 0.16% of portfolio
32,920
Q4 2024 Reduced 28.66%
$0
$247 Million 0.16% of portfolio
1,196
Q4 2024 New
$179B
$227 Million 0.15% of portfolio
2,041
Q4 2024 New
$0
$230 Million 0.15% of portfolio
2,377
Q4 2024 Reduced 12.45%
$161B
$227 Million 0.15% of portfolio
6,046
Q4 2024 Reduced 0.3%
$174B
$234 Million 0.15% of portfolio
644
Q4 2024 Reduced 0.16%
$0
$222 Million 0.15% of portfolio
4,379
Q4 2024 Reduced 0.61%

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
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