Semmax Financial Advisors Inc. Top Holdings and 13F Report (2025) About Semmax Financial Advisors Inc.Investment ActivitySemmax Financial Advisors Inc. has $388.18 million in total holdings as of June 30, 2025.Semmax Financial Advisors Inc. owns shares of 431 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 6.36% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Semmax Financial Advisors Inc. has purchased 429 new stocks and bought additional shares in 132 stocks.Semmax Financial Advisors Inc. sold shares of 89 stocks and completely divested from 40 stocks this quarter.Largest Holdings iShares Floating Rate Bond ETF $12,966,399Vanguard Growth ETF $10,445,983JPMorgan Chase & Co. $9,896,865Vanguard S&P 500 ETF $9,297,616Janus Henderson AAA CLO ETF $9,199,817 Largest New Holdings this Quarter 84858T772 - SPINNAKER ETF SERIES $1,218,764 Holding03524A108 - Anheuser-Busch InBev SA/NV $800,973 Holding78462F103 - SPDR S&P 500 ETF Trust $623,447 Holding09290C806 - BlackRock Future U.S. Themes ETF $599,134 Holding46435G672 - iShares Core International Aggregate Bond ETF $391,298 Holding Largest Purchases this Quarter FolioBeyond Alternative Income and Interest Rate Hedge ETF 175,308 shares (about $6.46M)SPINNAKER ETF SERIES 29,255 shares (about $1.22M)Anheuser-Busch InBev SA/NV 12,921 shares (about $800.97K)The Goldman Sachs Group 988 shares (about $712.88K)Netflix 534 shares (about $647.03K) Largest Sales this Quarter iShares MSCI Emerging Markets ex China ETF 7,752 shares (about $∞T)iShares Currency Hedged MSCI EAFE ETF 4,289 shares (about $∞T)SPDR Blackstone Senior Loan ETF 199,647 shares (about $8.27M)SPDR Gold Shares 13,906 shares (about $4.36M)Autodesk 6,139 shares (about $1.78M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSemmax Financial Advisors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFLOTiShares Floating Rate Bond ETF$12,966,399$439,035 ▲3.5%254,4933.3%ETFVUGVanguard Growth ETF$10,445,983$69,790 ▼-0.7%22,7512.7%ETFJPMJPMorgan Chase & Co.$9,896,865$644,795 ▼-6.1%34,2742.5%FinanceVOOVanguard S&P 500 ETF$9,297,616$90,206 ▲1.0%15,8732.4%ETFJAAAJanus Henderson AAA CLO ETF$9,199,817$323,056 ▲3.6%181,7432.4%ETFNEARiShares Short Duration Bond Active ETF$8,826,039$272,694 ▲3.2%173,0942.3%ETFMSFTMicrosoft$7,637,632$746,013 ▼-8.9%14,6302.0%Computer and TechnologyVTVVanguard Value ETF$7,264,521$54,465 ▲0.8%40,8141.9%ETFMETAMeta Platforms$7,238,394$813,156 ▼-10.1%9,4091.9%Computer and TechnologyXOMExxon Mobil$7,052,109$67,391 ▲1.0%66,0311.8%EnergyRISRFolioBeyond Alternative Income and Interest Rate Hedge ETF$6,982,548$6,461,863 ▲1,241.0%189,4341.8%ETFTIPiShares TIPS Bond ETF$6,898,577$209,446 ▲3.1%62,5151.8%ETFBKNGBooking$6,811,544$313,547 ▼-4.4%1,2601.8%Retail/WholesaleWFCWells Fargo & Company$6,399,050$189,089 ▼-2.9%81,7271.6%FinanceENBEnbridge$6,221,398$7,283 ▲0.1%132,3981.6%EnergyGOOGLAlphabet$6,113,600$121,257 ▲2.0%30,3521.6%Computer and TechnologyPMPhilip Morris International$5,842,066$191,621 ▼-3.2%34,3291.5%Consumer StaplesAMZNAmazon.com$5,733,971$145,860 ▲2.6%25,7491.5%Retail/WholesaleSBUXStarbucks$5,719,679$206,811 ▲3.8%62,0891.5%Retail/WholesaleSCHWCharles Schwab$5,686,214$281,147 ▼-4.7%58,4101.5%FinanceTBILUS Treasury 3 Month Bill ETF$5,510,433$749,545 ▼-12.0%110,4521.4%ETFAPDAir Products and Chemicals$5,465,695$121,434 ▲2.3%18,8141.4%Basic MaterialsDUKDuke Energy$5,445,938$139,482 ▲2.6%43,4561.4%UtilitiesTSMTaiwan Semiconductor Manufacturing$5,205,382$506,875 ▼-8.9%21,5251.3%Computer and TechnologyLAMRLamar Advertising$5,136,394$120,004 ▲2.4%44,4711.3%FinanceBLACKROCK INC$4,855,107$29,248 ▲0.6%4,3161.3%COMMDTMedtronic$4,845,011$455,207 ▼-8.6%52,1641.2%MedicalGDGeneral Dynamics$4,794,755$396,108 ▲9.0%15,2641.2%AerospaceETREntergy$4,776,637$76,628 ▲1.6%52,7981.2%UtilitiesVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,562,029$25,688 ▼-0.6%90,7511.2%ManufacturingEIXEdison International$4,503,513$357,625 ▲8.6%83,7551.2%UtilitiesBSVVanguard Short-Term Bond ETF$4,273,427$22,849 ▼-0.5%54,4251.1%ETFMBBiShares MBS ETF$4,262,066$160,363 ▲3.9%45,5541.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$4,229,454$78,593 ▲1.9%44,3431.1%ETFGPCGenuine Parts$4,212,361$98,488 ▲2.4%31,6501.1%Retail/WholesaleNVDANVIDIA$4,158,513$824,175 ▼-16.5%22,7611.1%Computer and TechnologyTFCTruist Financial$4,158,058$80,025 ▲2.0%95,3981.1%FinanceSCHISchwab 5-10 Year Corporate Bond ETF$4,130,431$102,193 ▲2.5%181,5571.1%ETFKOCocaCola$4,055,968$54,725 ▲1.4%57,6621.0%Consumer StaplesGSKGSK$4,026,967$80,551 ▲2.0%106,5341.0%MedicalAMTAmerican Tower$3,889,168$31,183 ▲0.8%18,8331.0%FinanceAMGNAmgen$3,722,318$89,354 ▲2.5%12,9141.0%MedicalVVisa$3,701,752$13,471 ▲0.4%10,9921.0%Business ServicesOMCOmnicom Group$3,568,997$413,566 ▲13.1%48,9310.9%Business ServicesMAMastercard$3,561,736$5,743 ▲0.2%6,2020.9%Business ServicesFDXFedEx$3,432,705$256,335 ▲8.1%15,0520.9%TransportationOKEANIS ECO TANKERS COR$3,239,401$244,791 ▲8.2%132,5450.8%SHSVEAVanguard FTSE Developed Markets ETF$3,211,470$386,124 ▲13.7%55,3510.8%ETFBRK.BBerkshire Hathaway$3,195,128$433,309 ▼-11.9%6,8650.8%FinanceVYMVanguard High Dividend Yield ETF$3,191,190$732,191 ▼-18.7%23,5790.8%ETFPFEPfizer$2,952,806$97,930 ▲3.4%118,0760.8%MedicalLYGLloyds Banking Group$2,883,472$18,942 ▲0.7%645,7290.7%FinanceIQVIQVIA$2,823,083$595,157 ▼-17.4%15,6960.7%MedicalVFHVanguard Financials ETF$2,775,191$449,127 ▲19.3%21,9110.7%ETFVZVerizon Communications$2,700,565$86,429 ▲3.3%62,5860.7%Computer and TechnologyWECWEC Energy Group$2,563,314$49,437 ▲2.0%23,2290.7%UtilitiesTXNTexas Instruments$2,552,279$1,886 ▼-0.1%13,5350.7%Computer and TechnologyADBEAdobe$2,479,434$239,758 ▲10.7%7,2700.6%Computer and TechnologyORCLOracle$2,402,908$1,034,926 ▼-30.1%9,6100.6%Computer and TechnologyGOOGAlphabet$2,354,071$28,696 ▲1.2%11,6490.6%Computer and TechnologyFISFidelity National Information Services$2,297,844$35,367 ▲1.6%32,2910.6%Business ServicesCORCencora$2,155,232$71,280 ▼-3.2%7,5590.6%MedicalVXFVanguard Extended Market ETF$2,148,977$12,189 ▲0.6%10,9310.6%ETFVBVanguard Small-Cap ETF$2,141,501$12,727 ▲0.6%8,9180.6%ETFDEDeere & Company$2,114,5810.0%4,1430.5%IndustrialsSPLGSPDR Portfolio S&P 500 ETF$2,103,757$1,196,514 ▼-36.3%28,0650.5%ETFBIVVanguard Intermediate-Term Bond ETF$1,987,573$46,018 ▼-2.3%25,7420.5%ETFCHKPCheck Point Software Technologies$1,882,880$56,096 ▲3.1%10,2710.5%Computer and TechnologyCRMSalesforce$1,788,403$201,544 ▲12.7%7,4360.5%Computer and TechnologyDISWalt Disney$1,781,036$9,557 ▼-0.5%15,8410.5%Consumer DiscretionaryQCOMQUALCOMM$1,776,766$75,551 ▲4.4%12,0410.5%Computer and TechnologyDEODiageo$1,729,406$507,612 ▼-22.7%15,7980.4%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$1,612,575$153,720 ▲10.5%8,6860.4%ETFKMXCarMax$1,611,977$484,802 ▼-23.1%29,3300.4%Retail/WholesaleEFViShares MSCI EAFE Value ETF$1,517,700$601,137 ▲65.6%23,0860.4%ETFXBILUS Treasury 6 Month Bill ETF$1,445,131$224,723 ▼-13.5%28,8740.4%ETFMOAltria Group$1,428,460$17,524 ▲1.2%22,2540.4%Consumer StaplesDYNFiShares U.S. Equity Factor Rotation Active ETF$1,382,399$63,946 ▲4.9%24,4070.4%ETFCOPConocoPhillips$1,376,685$211,386 ▲18.1%14,6600.4%EnergyULUnilever$1,373,485$45,123 ▲3.4%22,4940.4%Consumer StaplesADIAnalog Devices$1,349,987$3,135 ▼-0.2%6,0280.3%Computer and TechnologyNVSNovartis$1,341,308$32,832 ▼-2.4%11,4800.3%MedicalIVWiShares S&P 500 Growth ETF$1,321,944$281,323 ▼-17.5%11,5220.3%ETFWMTWalmart$1,315,463$73,335 ▲5.9%12,6820.3%Retail/WholesaleEBAYeBay$1,256,068$118,007 ▼-8.6%13,4860.3%Retail/WholesaleCMCSAComcast$1,245,994$321,007 ▼-20.5%39,3430.3%Consumer DiscretionarySPINNAKER ETF SERIES$1,218,764$1,218,764 ▲New Holding29,2550.3%SELECT STOXX EURELVElevance Health$1,197,322$554,713 ▼-31.7%4,0730.3%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$1,194,211$758,182 ▼-38.8%14,4090.3%ETFIUSBiShares Core Total USD Bond Market ETF$1,103,513$181,897 ▼-14.2%23,9270.3%ManufacturingIVEiShares S&P 500 Value ETF$1,069,947$98,587 ▲10.1%5,3830.3%ETFVEEVVeeva Systems$1,041,342$153,197 ▼-12.8%3,6910.3%MedicalECLEcolab$1,039,224$4,366 ▲0.4%3,8080.3%Basic MaterialsBKBank of New York Mellon$1,032,219$55,771 ▼-5.1%10,0130.3%FinanceMCKMcKesson$1,012,141$18,719 ▼-1.8%1,5140.3%MedicalFIFiserv$948,803$154,559 ▲19.5%7,1210.2%Business ServicesCVXChevron$940,620$74,871 ▲8.6%6,0680.2%EnergyIEMGiShares Core MSCI Emerging Markets ETF$934,184$497,859 ▲114.1%15,2120.2%ETFAAPLApple$932,940$334,831 ▲56.0%4,0680.2%Computer and TechnologyXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$887,570$485,310 ▲120.6%19,3330.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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