SW
| |
Semus Wealth Partners LLC13F | |
| Semus Wealth Partners LLC | |
| Last update 2026-04-24 | 111 Stocks (8 new) |
| Value $179.00 Mil | Turnover 6 % |
Semus Wealth Partners LLC Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 136,878 | 34,738.4 | -0.83% | 19.410 | -0.17% | 0.000 | +9.02% | +1.40% | 4,041,226.0 | Hardware | |
NVDA | NVIDIA Corp | 42,863 | 7,475.4 | -2.42% | 4.180 | -0.11% | 0.000 | +9.68% | +5.08% | 4,741,018.5 | Semiconductors | |
GOOGL | Alphabet Inc | 23,682 | 6,809.9 | +5.44% | 3.800 | +0.20% | 0.000 | +18.21% | +9.95% | 4,185,787.0 | Interactive Media | |
MSFT | Microsoft Corp | 16,924 | 6,264.6 | +33.45% | 3.500 | +0.88% | 0.000 | -4.70% | -26.72% | 2,620,974.6 | Software | |
IVV | iShares Core S&P 500 ETF | 8,644 | 5,646.2 | +7.97% | 3.150 | +0.23% | 0.000 | +11.93% | +8.10% | 792,400.3 | ||
GOOG | Alphabet Inc | 18,570 | 5,327.1 | -0.68% | 2.980 | -0.02% | 0.000 | +18.23% | +9.19% | 4,185,787.0 | Interactive Media | |
TSLA | Tesla Inc | 13,872 | 5,156.9 | +13.37% | 2.880 | +0.34% | 0.000 | -2.81% | -16.59% | 1,408,847.1 | Vehicles & Parts | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 80,456 | 4,466.9 | +2.53% | 2.500 | +0.06% | 0.020 | +9.89% | +8.34% | 27,858.2 | ||
AMZN | Amazon.com Inc | 21,327 | 4,441.8 | +1.58% | 2.480 | +0.04% | 0.000 | +7.23% | -1.65% | 2,441,971.4 | Retail - Cyclical | |
GPIQ |
Goldman Sachs Nasdaq-100 Premium Income ETF
Goldman Sachs Nasdaq-100 Premium Income ETF
| 88,673 | 4,388.4 | +3.04% | 2.450 | +0.07% | 0.130 | +18.07% | +15.39% | 4,537.5 |
Semus Wealth Partners LLC's Historical Top Holdings Breakdowns
Semus Wealth Partners LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2026-03-31 | Add Add | +0.88% | 356.77 ($418.44) 483.47 | $352.83 | -15.68% | Add 33.45% | 16,924 | 4,242 | |
FFEB |
FT Vest U.S. Equity Buffer ETF - February
FT Vest U.S. Equity Buffer ETF - February
| 2026-03-31 | New Buy New Buy | +0.77% | 54.77 ($56.98) 58.1 | $60.42 | 6.04% | New holding | 24,657 | 24,657 | |
FJUL |
FT Vest U.S. Equity Buffer ETF - July
FT Vest U.S. Equity Buffer ETF - July
| 2026-03-31 | Sold Out Sold Out | -0.70% | 53.71 ($55.92) 56.59 | $59.18 | 5.83% | Sold Out | 0 | -23,186 | |
OEF | iShares S&P 100 Fund | 2026-03-31 | Sold Out Sold Out | -0.60% | 308.21 ($335.22) 346.56 | $357.55 | 6.66% | Sold Out | 0 | -3,222 | |
EFG | iShares MSCI EAFE Growth ETF | 2026-03-31 | New Buy New Buy | +0.37% | 107.61 ($117.6) 123.38 | $123.11 | 4.69% | New holding | 5,987 | 5,987 | |
TSLA | Tesla Inc | 2026-03-31 | Add Add | +0.34% | 355.28 ($411.95) 451.67 | $375.12 | -8.94% | Add 13.37% | 13,872 | 1,636 | |
MELI | MercadoLibre Inc | 2026-03-31 | Add Add | +0.29% | 1599.52 ($1929.04) 2295 | $1,619.25 | -16.06% | Add 40.05% | 1,049 | 300 | |
IDEF |
iShares Defense Industrials Active ETF
iShares Defense Industrials Active ETF
| 2026-03-31 | New Buy New Buy | +0.27% | 31.42 ($34.82) 36.8 | $30.98 | -11.03% | New holding | 14,584 | 14,584 | |
META | Meta Platforms Inc | 2026-03-31 | Add Add | +0.26% | 525.72 ($640.86) 738.31 | $542.87 | -15.29% | Add 21.38% | 4,524 | 797 | |
URI | United Rentals Inc | 2026-03-31 | Add Add | +0.25% | 710.47 ($839.91) 956.01 | $1,139.51 | 35.67% | Add 57.81% | 1,646 | 603 |
Semus Wealth Partners LLC Total Holding History ($B)
Semus Wealth Partners LLC's Asset Allocation
Semus Wealth Partners LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Semus Wealth Partners LLC's Hypothetical Growth since 2026-03-31
Semus Wealth Partners LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Semus Wealth Partners LLC's Holdings Heat Map
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Semus Wealth Partners LLC's Holdings Bubble Chart
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