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CIK: 0001964775
Total reported value
$206.9M
$206.9M
112 檔
28.0%
As reported in its official Q4 2024 Form 13F filing, Semus Wealth Partners LLC's tracked investment portfolio stood at $206.9M with 112 total positions.
Semus Wealth Partners LLC executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 13 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 22.79% | -0.49% | +0.39% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.95% | -0.10% | +0.05% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.83% | +0.86% | +6.54% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.43% | -0.07% | -14.74% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.50% | +8.01% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.78% | -0.04% | +1.06% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.74% | -0.13% | +5.15% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.72% | +0.32% | -1.14% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.37% | +0.22% | +6.37% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.26% | -0.27% | +9.58% | |
| 11 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.24% | -0.03% | +15.82% | |
| 12 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 1.90% | — | — | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.70% | +0.60% | +7.48% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.70% | +0.26% | -1.68% | |
| 15 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.59% | +0.07% | +10.55% | |
| 16 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 1.56% | +0.30% | +30.76% | |
| 17 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 1.51% | +0.08% | +28.84% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.48% | -0.37% | -0.36% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.08% | +14.31% | |
| 20 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.17% | -0.01% | +9.82% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.13% | -0.11% | +5.04% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.12% | -1.60% | |
| 23 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.96% | -0.10% | -1.28% | |
| 24 | BALI | Is US Lrg Cp Pre Inc Act-usd | ETF-Other | 0.95% | +0.03% | +62.68% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.93% | -0.10% | +197.96% | |
| 26 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.89% | -0.09% | +0.76% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.84% | -0.01% | +1.10% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | +0.04% | +5.26% | |
| 29 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.76% | +0.08% | +35.34% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.09% | +8.42% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | -0.02% | -2.76% | |
| 32 | URI | United Rentals Inc | Stock-Industrials | 0.71% | -0.04% | +35.70% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.08% | +0.71% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.64% | -0.39% | EXIT | |
| 35 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.62% | -0.06% | +59.30% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.15% | -3.41% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.03% | +0.08% | |
| 38 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.57% | -0.22% | -2.64% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.03% | -17.33% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.56% | +0.11% | -12.69% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.13% | +3.92% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.51% | +0.04% | +29.70% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.51% | -0.37% | +16.59% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.05% | -3.60% | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.47% | +0.28% | +94.10% | |
| 46 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.42% | -0.02% | +0.40% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.40% | -0.01% | +2.93% | |
| 48 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.40% | -2.33% | EXIT | |
| 49 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.38% | — | +3.15% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | -0.16% | +14.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.7% | -14.74% | Trim |
| 2 | AAPL | Apple Inc | +0.5% | +0.39% | Add |
| 3 | AMZN | Amazon.com Inc | +0.4% | +5.15% | Add |
| 4 | BALI | Is US Lrg Cp Pre Inc Act-usd | +0.3% | +62.68% | Add |
| 5 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.3% | +30.76% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +6.37% | Add |
| 7 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.3% | +28.84% | Add |
| 8 | FOCT | Ft Vest U.s. Equity Buffer E | +0.3% | NEW | New buy |
| 9 | CAFX | Congress Intermediate Bond | +0.3% | NEW | New buy |
| 10 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +15.82% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | +0.05% | Add |
| 12 | NFLX | Netflix Inc | +0.2% | -0.36% | Trim |
| 13 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | +59.30% | Add |
| 14 | VST | Vistra CORP | +0.2% | NEW | New buy |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +35.34% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.14% | Trim |
| 17 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | NEW | New buy |
| 18 | AVGO | Broadcom Inc | +0.2% | +0.71% | Add |
| 19 | DIS | Walt Disney Co/the | +0.2% | NEW | New buy |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +14.31% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.54% | Add |
| 22 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +9.82% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +1.10% | Add |
| 24 | MA | Mastercard Inc - A | +0.1% | +5.04% | Add |
| 25 | URI | United Rentals Inc | +0.1% | +35.70% | Add |
| 26 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +8.42% | Add |
| 27 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +10.55% | Add |
| 28 | JEPI | Jpmorgan Equity Premium Inco | 0% | +9.58% | Add |
| 29 | MSFT | Microsoft CORP | — | +8.01% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +1.06% | Add |
| 31 | BHK | Blackrock Core Bond Trust | -0.1% | EXIT | Sold out |
| 32 | GOF | Guggenheim Strategic Opport | -0.1% | -20.16% | Trim |
| 33 | WM | Waste Management Inc | -0.1% | EXIT | Sold out |
| 34 | JIRE | Jpmorgan Int Res Enh Eqty | -0.1% | EXIT | Sold out |
| 35 | VZ | Verizon Communications Inc | -0.1% | EXIT | Sold out |
| 36 | BIT | Blackrock Multi-sector Inc | -0.1% | -23.11% | Trim |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | -12.69% | Trim |
| 38 | O | Realty Income CORP | -0.2% | EXIT | Sold out |
| 39 | CCD | Calamos Dyn Convert & Inc | -0.2% | EXIT | Sold out |
| 40 | NKE | Nike Inc -cl B | -0.2% | EXIT | Sold out |
| 41 | LOW | Lowe's Cos Inc | -0.2% | EXIT | Sold out |
| 42 | UTG | Reaves Utility Income Fund | -0.2% | -28.20% | Trim |
| 43 | BA | Boeing Co/the | -0.2% | EXIT | Sold out |
| 44 | JNJ | Johnson & Johnson | -0.2% | -1.60% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.2% | +7.48% | Add |
| 46 | ADBE | Adobe Inc | -0.3% | EXIT | Sold out |
| 47 | MELI | Mercadolibre Inc | -0.3% | -1.28% | Trim |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | EXIT | Sold out |
| 49 | ASML | ASML Holding N.V. | -0.3% | EXIT | Sold out |
| 50 | GVI | Ishares Intermediate Governm | -0.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Semus Wealth Partners LLC reported a total U.S. public equity portfolio value of $206.9M across 112 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, IVV) accounted for 28.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
FOCT
市值: $393.6K
Top Position Liquidated / Trimmed
GVI
前期市值: $745.5K
During Q4 2024, Semus Wealth Partners LLC's top holdings by market value included AAPL (22.8%)、NVDA (5.0%)、IVV (3.8%). The largest single position, AAPL, represented 22.8% of total portfolio value.
In Q4 2024, Semus Wealth Partners LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 23 positions, trimming 9 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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