SW

Semus Wealth Partners LLC

13F
Semus Wealth Partners LLC
Last update 2024-11-07 121 Stocks (12 new)
Value $143.00 Mil Turnover 9 %
Countries:
Top Holdings: AAPL(22.31%)NVDA(4.72%)IVV(3.72%)MSFT(3.37%)SPY(2.84%)
Summary Stock Picks Current Portfolio
Semus Wealth Partners LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
136,904
31,898.6
+0.42%
22.310
+0.09%
0.000
-0.83%
-8.16%
3,458,410.3
Hardware
NVDA 		NVIDIA Corp
55,596
6,751.6
-2.67%
4.720
-0.15%
0.000
+0.58%
+2.55%
3,372,517.9
Semiconductors
IVV 		iShares Core S&P 500 ETF
9,215
5,315.3
+7.28%
3.720
+0.25%
0.000
+2.92%
+1.97%
597,435.3
 
MSFT 		Microsoft Corp
11,180
4,810.8
+4.37%
3.370
+0.14%
0.000
+3.16%
+1.79%
3,189,786.9
Software
SPY 		S&P 500 ETF TRUST ETF
7,082
4,063.4
+3.45%
2.840
+0.09%
0.000
+2.96%
+1.96%
631,512.8
 
TSLA 		Tesla Inc
15,042
3,935.4
-12.52%
2.750
-0.33%
0.000
+93.08%
+5.61%
1,369,090.4
Vehicles & Parts
GOOGL 		Alphabet Inc
21,935
3,637.9
+3.49%
2.540
+0.09%
0.000
+20.43%
+3.54%
2,407,813.7
Interactive Media
AMZN 		Amazon.com Inc
17,920
3,339.0
+0.27%
2.340
+0.01%
0.000
+20.48%
+2.99%
2,375,761.6
Retail - Cyclical
JEPI 		JPMorgan Equity Premium Income ETF
54,078
3,218.2
+4.31%
2.250
+0.09%
0.010
-0.28%
+1.69%
37,486.8
 
GOOG 		Alphabet Inc
17,682
2,956.2
-0.25%
2.070
-0.01%
0.000
+20.22%
+3.73%
2,407,813.7
Interactive Media

Semus Wealth Partners LLC's Historical Top Holdings Breakdowns

Semus Wealth Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FJUN 		FT Vest U.S. Equity Buffer ETF - June2024-06-30New Buy
+2.22%
●
45.72 ($47.36) 48.47
$52.20
10.22%
New holding
59,489
59,489
IVV 		iShares Core S&P 500 ETF2024-03-31Reduce
-1.42%
●
469.56 ($500.36) 525.73
$600.26
19.97%
Reduce -27.86%
9,353
-3,612
AMZN 		Amazon.com Inc2023-12-31Reduce
-1.31%
●
119.57 ($140.18) 154.07
$225.94
61.18%
Reduce -40.45%
16,270
-11,051
FFEB 		FT Vest U.S. Equity Buffer ETF - February2024-03-31New Buy
+1.26%
●
42.09 ($43.87) 45.28
$50.37
14.81%
New holding
32,828
32,828
FFEB 		FT Vest U.S. Equity Buffer ETF - February2024-06-30Sold Out
-1.26%
●
43.79 ($45.47) 46.88
$50.37
10.77%
Sold Out
0
-32,828
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-03-31Reduce
-1.23%
●
80.6 ($88.47) 93.32
$28.29
-68.02%
Reduce -69.44%
7,943
-18,050
SCHD 		Schwab US Dividend Equity ETF2024-03-31Reduce
-1.17%
●
75.25 ($77.5) 80.63
$27.99
-63.88%
Reduce -46.68%
21,394
-18,728
VUG 		Vanguard Growth ETF2024-03-31Reduce
-1.06%
●
301.05 ($329.94) 346.61
$415.91
26.06%
Reduce -53.78%
3,578
-4,164
SAM 		Boston Beer Co Inc2023-12-31Reduce
-0.88%
●
319.64 ($350.71) 393.71
$252.43
-28.02%
Reduce -79.31%
631
-2,419
CGGR 		Capital Group Growth ETF2024-03-31Sold Out
-0.83%
●
27.54 ($30.07) 32.16
$38.50
28.03%
Sold Out
0
-35,707

Semus Wealth Partners LLC Total Holding History ($B)

To

Semus Wealth Partners LLC's Asset Allocation

To

Semus Wealth Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Semus Wealth Partners LLC's Hypothetical Growth since 2024-09-30

Semus Wealth Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Semus Wealth Partners LLC's Holdings Heat Map

Size field:

Semus Wealth Partners LLC's Holdings Bubble Chart

Semus Wealth Partners LLC News

  • 1

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