Sponsored
The Analysis of Semus Wealth Partners LLC's Holdings & P&L
Currently, Semus Wealth Partners LLC holds 110 types of securities in its portfolio with a total value $179.0M. In the most recent quarter, they have increased their positions in MSFT (+4.2K shares, valued at $1.6M), FFEB (+24.7K shares, valued at $1.4M), EFG (+6.0K shares, valued at $666.7K); decreased their positions in ASML (-299 shares, valued at $394.9K), AAPL (-1.2K shares, valued at $292.1K), NVDA (-1.1K shares, valued at $185.2K); initiated new positions in FFEB (+24.7K shares, valued at $1.4M), EFG (+6.0K shares, valued at $666.7K), IDEF (+14.6K shares, valued at $477.2K).
1M P&L
+10.3M+6.15%
3M P&L
+6.3M+3.64%
HY P&L
+6.4M+3.71%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A66.0M
41.4%
2Consumer Electronics34.7M
21.8%
3Software - Infrastructure8.4M
5.3%
Top Industries by Stock Count
1N/A49 stocks
49.5%
2Drug Manufacturers - General5 stocks
5.1%
3Software - Infrastructure4 stocks
4.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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AAPL
-0.83%APPLE INC
Shares136.9K
Event2026-03-31
Filed2026-04-24
NVDA
-2.42%NVIDIA CORPORATION
Shares42.9K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
5.44%ALPHABET INC
Shares23.7K
Event2026-03-31
Filed2026-04-24
MSFT
33.45%MICROSOFT CORP
Shares16.9K
Event2026-03-31
Filed2026-04-24
IVV
7.97%ISHARES TR
Shares8.6K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
-0.68%ALPHABET INC
Shares18.6K
Event2026-03-31
Filed2026-04-24
TSLA
13.37%TESLA INC
Shares13.9K
Event2026-03-31
Filed2026-04-24
JEPQ
2.53%J P MORGAN EXCHANGE TRADED F
Shares80.5K
Event2026-03-31
Filed2026-04-24
AMZN
1.58%AMAZON COM INC
Shares21.3K
Event2026-03-31
Filed2026-04-24
GPIQ
3.04%GOLDMAN SACHS ETF TR
Shares88.7K
Event2026-03-31
Filed2026-04-24
SPY
0.20%STATE STR SPDR S&P 500 ETF T
Shares6.6K
Event2026-03-31
Filed2026-04-24
LLY
5.17%ELI LILLY & CO
Shares4.7K
Event2026-03-31
Filed2026-04-24
GPIX
3.02%GOLDMAN SACHS ETF TR
Shares84.2K
Event2026-03-31
Filed2026-04-24
JEPI
2.26%J P MORGAN EXCHANGE TRADED F
Shares73.9K
Event2026-03-31
Filed2026-04-24
FAUG
-2.62%FIRST TR EXCHNG TRADED FD VI
Shares80.5K
Event2026-03-31
Filed2026-04-24
RDVI
2.01%FIRST TR EXCHANGE-TRADED FD
Shares147.3K
Event2026-03-31
Filed2026-04-24
BALI
2.73%BLACKROCK ETF TRUST
Shares86.2K
Event2026-03-31
Filed2026-04-24
META
21.38%META PLATFORMS INC
Shares4.5K
Event2026-03-31
Filed2026-04-24
INVESCO QQQ TR
0.70%INVESCO QQQ TR
Shares4.2K
Event2026-03-31
Filed2026-04-24
NFLX
10.31%NETFLIX INC.
Shares22.1K
Event2026-03-31
Filed2026-04-24
JNJ
0.01%JOHNSON & JOHNSON
Shares8.6K
Event2026-03-31
Filed2026-04-24
DYNF
-8.31%BLACKROCK ETF TRUST
Shares34.8K
Event2026-03-31
Filed2026-04-24
BROADCOM INC
6.34%BROADCOM INC
Shares6.4K
Event2026-03-31
Filed2026-04-24
JGRO
-1.51%J P MORGAN EXCHANGE TRADED F
Shares23.3K
Event2026-03-31
Filed2026-04-24
MELI
40.05%MERCADOLIBRE INC
Shares1.0K
Event2026-03-31
Filed2026-04-24
GS
-3.79%GOLDMAN SACHS GROUP INC
Shares2.1K
Event2026-03-31
Filed2026-04-24
MA
-0.80%MASTERCARD INCORPORATED
Shares3.3K
Event2026-03-31
Filed2026-04-24
SCHD
0.68%SCHWAB STRATEGIC TR
Shares51.3K
Event2026-03-31
Filed2026-04-24
IVE
-5.75%ISHARES TR
Shares7.4K
Event2026-03-31
Filed2026-04-24
BAR
-0.71%GRANITESHARES GOLD TR
Shares32.6K
Event2026-03-31
Filed2026-04-24
DIVO
0.88%AMPLIFY ETF TR
Shares31.9K
Event2026-03-31
Filed2026-04-24
FFEB
NewFIRST TR EXCHNG TRADED FD VI
Shares24.7K
Event2026-03-31
Filed2026-04-24
IVW
4.30%ISHARES TR
Shares12.1K
Event2026-03-31
Filed2026-04-24
WMT
-0.76%WALMART INC
Shares10.4K
Event2026-03-31
Filed2026-04-24
IEMG
-12.68%ISHARES INC
Shares17.6K
Event2026-03-31
Filed2026-04-24
HELO
0.09%J P MORGAN EXCHANGE TRADED F
Shares19.1K
Event2026-03-31
Filed2026-04-24
ORCL
26.33%ORACLE CORP
Shares8.2K
Event2026-03-31
Filed2026-04-24
URI
57.81%UNITED RENTALS INC
Shares1.6K
Event2026-03-31
Filed2026-04-24
EFV
-3.51%ISHARES TR
Shares15.1K
Event2026-03-31
Filed2026-04-24
JPM
2.62%JPMORGAN CHASE & CO
Shares3.7K
Event2026-03-31
Filed2026-04-24
V
0.90%VISA INC
Shares3.4K
Event2026-03-31
Filed2026-04-24
BERKSHIRE HATHAWAY INC DEL
2.65%BERKSHIRE HATHAWAY INC DEL
Shares1.9K
Event2026-03-31
Filed2026-04-24
MCD
0.32%MCDONALDS CORP
Shares2.8K
Event2026-03-31
Filed2026-04-24
UNH
0.90%UNITEDHEALTH GROUP INC
Shares3.1K
Event2026-03-31
Filed2026-04-24
VUG
0.22%VANGUARD INDEX FDS
Shares1.8K
Event2026-03-31
Filed2026-04-24
MERCK & CO INC
-0.06%MERCK & CO INC
Shares6.5K
Event2026-03-31
Filed2026-04-24
LMT
-13.56%LOCKHEED MARTIN CORP
Shares1.3K
Event2026-03-31
Filed2026-04-24
QUAL
-4.52%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-04-24
EFG
NewISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-04-24
BBUS
3.19%J P MORGAN EXCHANGE TRADED F
Shares5.6K
Event2026-03-31
Filed2026-04-24
PG
0.52%PROCTER & GAMBLE CO
Shares4.5K
Event2026-03-31
Filed2026-04-24
BAI
3.69%BLACKROCK ETF TRUST
Shares18.6K
Event2026-03-31
Filed2026-04-24
IUSB
0.03%ISHARES TR
Shares12.9K
Event2026-03-31
Filed2026-04-24
THRO
4.89%BLACKROCK ETF TRUST
Shares16.3K
Event2026-03-31
Filed2026-04-24
BAC
-4.51%BANK AMERICA CORP
Shares11.6K
Event2026-03-31
Filed2026-04-24
MTUM
8.56%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-04-24
NEE
1.51%NEXTERA ENERGY INC
Shares6.0K
Event2026-03-31
Filed2026-04-24
VYM
0.40%VANGUARD WHITEHALL FDS
Shares3.7K
Event2026-03-31
Filed2026-04-24
ABBV
0.12%ABBVIE INC
Shares2.5K
Event2026-03-31
Filed2026-04-24
KO
-0.74%COCA COLA CO
Shares7.1K
Event2026-03-31
Filed2026-04-24
AMGN
0.62%AMGEN INC
Shares1.5K
Event2026-03-31
Filed2026-04-24
PANW
14.17%PALO ALTO NETWORKS INC
Shares3.1K
Event2026-03-31
Filed2026-04-24
IDEF
NewBLACKROCK ETF TRUST
Shares14.6K
Event2026-03-31
Filed2026-04-24
CRM
14.47%SALESFORCE INC
Shares2.5K
Event2026-03-31
Filed2026-04-24
CSCO
0.43%CISCO SYS INC
Shares5.8K
Event2026-03-31
Filed2026-04-24
ASML
-46.79%ASML HLDG NV
Shares340
Event2026-03-31
Filed2026-04-24
XOM
-12.30%EXXON MOBIL CORP
Shares2.6K
Event2026-03-31
Filed2026-04-24
COST
0.23%COSTCO WHOLESALE CORPORATION
Shares440
Event2026-03-31
Filed2026-04-24
PLTR
NewPALANTIR TECHNOLOGIES INC
Shares3.0K
Event2026-03-31
Filed2026-04-24
BLCR
NewBLACKROCK ETF TRUST
Shares10.4K
Event2026-03-31
Filed2026-04-24
KNG
0.74%FIRST TR EXCHANGE-TRADED FD
Shares8.4K
Event2026-03-31
Filed2026-04-24
VGT
0.18%VANGUARD WORLD FD
Shares569
Event2026-03-31
Filed2026-04-24
FDL
0.72%FIRST TR EXCHANGE-TRADED FD
Shares7.6K
Event2026-03-31
Filed2026-04-24
SMH
-2.94%VANECK ETF TRUST
Shares989
Event2026-03-31
Filed2026-04-24
JIRE
-2.00%J P MORGAN EXCHANGE TRADED F
Shares4.9K
Event2026-03-31
Filed2026-04-24
MU
-26.83%MICRON TECHNOLOGY INC
Shares1.1K
Event2026-03-31
Filed2026-04-24
SCHW
-2.38%SCHWAB CHARLES CORP
Shares3.8K
Event2026-03-31
Filed2026-04-24
GE AEROSPACE
8.56%GE AEROSPACE
Shares1.3K
Event2026-03-31
Filed2026-04-24
CGGR
0.00%CAPITAL GROUP GROWTH ETF
Shares8.4K
Event2026-03-31
Filed2026-04-24
TLH
13.38%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-04-24
ISHARES GOLD TR
-33.23%ISHARES GOLD TR
Shares3.6K
Event2026-03-31
Filed2026-04-24
EXG
2.14%EATON VANCE TAX-MANAGED GLOB
Shares36.9K
Event2026-03-31
Filed2026-04-24
VANGUARD INDEX FDS
0.38%VANGUARD INDEX FDS
Shares526
Event2026-03-31
Filed2026-04-24
VTV
-0.51%VANGUARD INDEX FDS
Shares1.6K
Event2026-03-31
Filed2026-04-24
JCPB
10.89%J P MORGAN EXCHANGE TRADED F
Shares6.5K
Event2026-03-31
Filed2026-04-24
PFE
-0.96%PFIZER INC
Shares10.9K
Event2026-03-31
Filed2026-04-24
GLD
3.05%SPDR GOLD TR
Shares709
Event2026-03-31
Filed2026-04-24
CAT
-9.23%CATERPILLAR INC
Shares413
Event2026-03-31
Filed2026-04-24
PEP
0.17%PEPSICO INC
Shares1.8K
Event2026-03-31
Filed2026-04-24
NOW
-1.05%SERVICENOW INC
Shares2.6K
Event2026-03-31
Filed2026-04-24
DVY
0.71%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-04-24
DUKE ENERGY CORP NEW
0.74%DUKE ENERGY CORP NEW
Shares1.9K
Event2026-03-31
Filed2026-04-24
T
-0.12%AT&T INC
Shares8.5K
Event2026-03-31
Filed2026-04-24
IBM
33.29%INTERNATIONAL BUSINESS MACHS
Shares1.0K
Event2026-03-31
Filed2026-04-24
UTG
-2.91%REAVES UTIL INCOME FD
Shares5.8K
Event2026-03-31
Filed2026-04-24
JMST
0.63%J P MORGAN EXCHANGE TRADED F
Shares4.3K
Event2026-03-31
Filed2026-04-24
UNP
NewUNION PAC CORP
Shares911
Event2026-03-31
Filed2026-04-24
JBND
2.46%J P MORGAN EXCHANGE TRADED F
Shares4.1K
Event2026-03-31
Filed2026-04-24
CITIGROUP INC
-6.07%CITIGROUP INC
Shares1.9K
Event2026-03-31
Filed2026-04-24
DIS
-1.79%DISNEY WALT CO
Shares2.2K
Event2026-03-31
Filed2026-04-24
KTOS
0.00%KRATOS DEFENSE & SEC SOLUTIO
Shares3.0K
Event2026-03-31
Filed2026-04-24
TMO
1.42%THERMO FISHER SCIENTIFIC INC
Shares428
Event2026-03-31
Filed2026-04-24
ISRG
-5.46%INTUITIVE SURGICAL INC
Shares450
Event2026-03-31
Filed2026-04-24
TSM
NewTAIWAN SEMICONDUCTOR MANUFAC
Shares611
Event2026-03-31
Filed2026-04-24
BIT
1.60%BLACKROCK MULTI SECTOR INC T
Shares14.5K
Event2026-03-31
Filed2026-04-24
ETJ
0.96%EATON VANCE RISK-MANAGED DIV
Shares16.6K
Event2026-03-31
Filed2026-04-24
UEC
0.00%URANIUM ENERGY CORP
Shares10.0K
Event2026-03-31
Filed2026-04-24
F
NewFORD MTR CO
Shares11.0K
Event2026-03-31
Filed2026-04-24
CHI
-0.06%CALAMOS CONV OPPORTUNITIES &
Shares11.2K
Event2026-03-31
Filed2026-04-24
PFL
-0.40%PIMCO INCOME STRATEGY FD
Shares10.1K
Event2026-03-31
Filed2026-04-24
Call Option Holdings
AMZN Call
NewAMAZON COM INC
Shares100
Event2026-03-31
Filed2026-04-24
Put Option Holdings
No put option holdings data available
No put option holdings data available