Semus Wealth Partners LLC Top Holdings and 13F Report (2025) About Semus Wealth Partners LLCInvestment ActivitySemus Wealth Partners LLC has $143.53 million in total holdings as of March 31, 2025.Semus Wealth Partners LLC owns shares of 114 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 7.56% of the portfolio was purchased this quarter.About 5.08% of the portfolio was sold this quarter.This quarter, Semus Wealth Partners LLC has purchased 112 new stocks and bought additional shares in 56 stocks.Semus Wealth Partners LLC sold shares of 42 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $30,544,135NVIDIA $5,610,066iShares Core S&P 500 ETF $5,484,976Microsoft $4,651,723SPDR S&P 500 ETF Trust $3,895,078 Largest New Holdings this Quarter 33740F623 - FT Vest U.S. Equity Buffer ETF - January $3,083,389 Holding33740F763 - FT Vest U.S. Equity Buffer ETF - February $801,425 Holding464285204 - iShares Gold Trust $308,243 HoldingN07059210 - ASML $273,004 Holding464288653 - iShares 10-20 Year Treasury Bond ETF $270,891 Holding Largest Purchases this Quarter FT Vest U.S. Equity Buffer ETF - January 69,524 shares (about $3.08M)FT Vest U.S. Equity Buffer ETF - February 16,426 shares (about $801.43K)FT Vest Rising Dividend Achievers Target Income ETF 16,276 shares (about $386.07K)GOLDMAN SACHS ETF TR 8,122 shares (about $362.24K)BLACKROCK ETF TRUST 12,357 shares (about $355.76K) Largest Sales this Quarter NVIDIA 3,861 shares (about $418.45K)iShares MSCI EAFE Growth ETF 3,414 shares (about $341.39K)iShares MSCI EAFE Value ETF 2,500 shares (about $147.35K)PROFESIONALLY MANAGED PORTFO 4,391 shares (about $108.85K)SPDR S&P 500 ETF Trust 194 shares (about $108.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSemus Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$30,544,135$14,883 ▲0.0%137,50621.3%Computer and TechnologyNVDANVIDIA$5,610,066$418,455 ▼-6.9%51,7633.9%Computer and TechnologyIVViShares Core S&P 500 ETF$5,484,976$32,030 ▼-0.6%9,7613.8%ETFMSFTMicrosoft$4,651,723$118,996 ▲2.6%12,3923.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,895,078$108,523 ▼-2.7%6,9632.7%FinanceAMZNAmazon.com$3,736,136$151,257 ▲4.2%19,6372.6%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$3,622,625$236,503 ▲7.0%63,3992.5%ETFGOOGLAlphabet$3,482,898$129,741 ▲3.9%22,5232.4%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,366,704$256,157 ▲8.2%65,0192.3%ETFTSLATesla$3,318,025$5,702 ▼-0.2%12,8032.3%Auto/Tires/TrucksFJANFT Vest U.S. Equity Buffer ETF - January$3,083,389$3,083,389 ▲New Holding69,5242.1%ETFLLYEli Lilly and Company$3,032,326$279,195 ▲10.1%3,6712.1%MedicalGOOGAlphabet$3,021,357$82,803 ▲2.8%19,3392.1%Computer and TechnologyRDVIFT Vest Rising Dividend Achievers Target Income ETF$2,736,187$386,065 ▲16.4%115,3541.9%ETFGOLDMAN SACHS ETF TR$2,511,596$362,240 ▲16.9%56,3141.7%NASDAQ 100 COREGOLDMAN SACHS ETF TR$2,456,270$306,975 ▲14.3%52,6981.7%S&P 500 CORE PRENFLXNetflix$2,424,578$84,860 ▲3.6%2,6001.7%Consumer DiscretionaryQQQInvesco QQQ$2,376,838$23,445 ▲1.0%5,0691.7%FinanceMETAMeta Platforms$1,877,051$1,153 ▼-0.1%3,2571.3%Computer and TechnologyJNJJohnson & Johnson$1,834,965$2,653 ▼-0.1%11,0651.3%MedicalMAMastercard$1,774,029$3,836 ▲0.2%3,2371.2%Business ServicesBLACKROCK ETF TRUST$1,725,284$355,761 ▲26.0%59,9261.2%ISHARES ADVANTAGJGROJPMorgan Active Growth ETF$1,692,220$89,728 ▲5.6%22,9331.2%ETFMELIMercadoLibre$1,656,289$3,902 ▼-0.2%8491.2%Retail/WholesaleGSThe Goldman Sachs Group$1,459,629$252,922 ▲21.0%2,6721.0%FinanceSCHDSchwab US Dividend Equity ETF$1,415,140$27,513 ▼-1.9%50,6131.0%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,353,557$2,161 ▲0.2%33,2000.9%ETFUNHUnitedHealth Group$1,296,862$27,760 ▲2.2%2,4760.9%MedicalDYNFiShares U.S. Equity Factor Rotation Active ETF$1,254,761$159,984 ▲14.6%25,7330.9%ETFVVisa$1,208,605$10,162 ▲0.8%3,4490.8%Business ServicesQUALiShares MSCI USA Quality Factor ETF$1,104,301$180,632 ▲19.6%6,4620.8%ETFJ P MORGAN EXCHANGE TRADED F$1,099,103$199,745 ▲22.2%18,4170.8%HEDGED EQUITY LAURIUnited Rentals$1,087,267$127,213 ▲13.3%1,7350.8%ConstructionIVWiShares S&P 500 Growth ETF$1,047,356$48,084 ▲4.8%11,2830.7%ETFBARGraniteShares Gold Trust$1,029,563$3,300 ▼-0.3%33,3840.7%FinanceMCDMcDonald's$907,509$20,306 ▲2.3%2,9050.6%Retail/WholesaleJPMJPMorgan Chase & Co.$898,8530.0%3,6640.6%FinanceWMTWalmart$889,959$30,728 ▲3.6%10,1370.6%Retail/WholesaleAVGOBroadcom$863,773$108,830 ▲14.4%5,1590.6%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$817,874$40,044 ▼-4.7%17,7490.6%ManufacturingFFEBFT Vest U.S. Equity Buffer ETF - February$801,425$801,425 ▲New Holding16,4260.6%ETFVUGVanguard Growth ETF$779,293$2,595 ▼-0.3%2,1020.5%ETFPGProcter & Gamble$775,747$511 ▼-0.1%4,5520.5%Consumer StaplesIVEiShares S&P 500 Value ETF$733,933$220,694 ▲43.0%3,8510.5%ETFEFViShares MSCI EAFE Value ETF$711,694$147,349 ▼-17.2%12,0750.5%ETFPANWPalo Alto Networks$654,234$8,191 ▼-1.2%3,8340.5%Computer and TechnologyBBUSJP Morgan BetaBuilders U.S. Equity ETF$621,684$15,436 ▲2.5%6,1620.4%ETFBRK.BBerkshire Hathaway$562,937$58,051 ▲11.5%1,0570.4%FinanceCOSTCostco Wholesale$520,256$5,676 ▲1.1%5500.4%Retail/WholesaleKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$512,323$9,043 ▲1.8%10,1410.4%ETFABBVAbbVie$508,452$7,332 ▲1.5%2,4270.4%MedicalKOCoca-Cola$499,839$2,149 ▼-0.4%6,9790.3%Consumer StaplesCRMSalesforce$498,350$17,712 ▲3.7%1,8570.3%Computer and TechnologyNEENextEra Energy$476,507$25,732 ▼-5.1%6,7220.3%UtilitiesAMGNAmgen$466,179$9,972 ▼-2.1%1,4960.3%MedicalBACBank of America$465,034$5,467 ▲1.2%11,1440.3%FinanceCMGChipotle Mexican Grill$457,664$18,929 ▼-4.0%9,1150.3%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$457,385$341,389 ▼-42.7%4,5740.3%ETFMRKMerck & Co., Inc.$452,261$34,285 ▲8.2%5,0390.3%MedicalREAVES UTIL INCOME FD$445,522$18,970 ▼-4.1%13,6920.3%COM SH BEN INTVYMVanguard High Dividend Yield ETF$438,995$2,192 ▲0.5%3,4040.3%ETFXOMExxon Mobil$438,561$13,675 ▲3.2%3,6880.3%EnergyFSEPFT Vest U.S. Equity Buffer ETF - September$404,0690.0%9,0700.3%ETFBITBlackRock Multi-Sector Income Trust$396,142$84,896 ▼-17.6%27,3580.3%Financial ServicesFOCTFT Vest U.S. Equity Buffer ETF - October$383,2110.0%9,2340.3%ETFNOWServiceNow$375,778$7,165 ▼-1.9%4720.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$371,967$148,690 ▲66.6%6,8920.3%ETFLMTLockheed Martin$370,268$75,930 ▲25.8%8290.3%AerospaceVOOVanguard S&P 500 ETF$365,896$12,847 ▲3.6%7120.3%ETFCSCOCisco Systems$363,786$68,931 ▼-15.9%5,8950.3%Computer and TechnologyIYWiShares U.S. Technology ETF$353,910$17,415 ▲5.2%2,5200.2%ManufacturingSCHWCharles Schwab$348,758$2,662 ▲0.8%4,4550.2%FinanceGOFGuggenheim Strategic Opportunities Fund$339,836$87,629 ▼-20.5%21,8260.2%Financial ServicesEMXCiShares MSCI Emerging Markets ex China ETF$337,771$63,632 ▼-15.9%6,1310.2%ManufacturingISRGIntuitive Surgical$322,916$24,268 ▲8.1%6520.2%MedicalIAUiShares Gold Trust$308,243$308,243 ▲New Holding5,2280.2%FinanceFDLFirst Trust Morningstar Dividend Leaders Index$302,306$51,738 ▲20.6%6,9590.2%ETFVGTVanguard Information Technology ETF$301,565$74,849 ▼-19.9%5560.2%ETFPROFESIONALLY MANAGED PORTFO$288,556$108,853 ▼-27.4%11,6400.2%CONGRESS INTERMEPEPPepsiCo$287,610$9,147 ▲3.3%1,9180.2%Consumer StaplesVTVVanguard Value ETF$278,176$173 ▼-0.1%1,6100.2%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$275,471$6,406 ▲2.4%33,8420.2%Financial ServicesHDHome Depot$273,308$3,664 ▼-1.3%7460.2%Retail/WholesaleASMLASML$273,004$273,004 ▲New Holding4120.2%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$270,891$270,891 ▲New Holding2,6110.2%ETFJCPBJPMorgan Core Plus Bond ETF$266,905$26,013 ▲10.8%5,6740.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$265,801$24,053 ▲9.9%1,3150.2%ETFOEFiShares S&P 100 ETF$257,830$257,830 ▲New Holding9520.2%ETFDVYiShares Select Dividend ETF$257,087$1,746 ▲0.7%1,9140.2%ETFEATON VANCE ENHANCED EQUITY$255,4790.0%12,1080.2%COMPFEPfizer$253,875$33,271 ▼-11.6%10,0190.2%MedicalDUKDuke Energy$244,437$1,952 ▲0.8%2,0040.2%UtilitiesTAT&T$243,755$30,742 ▼-11.2%8,6190.2%Computer and TechnologyETJEaton Vance Risk-Managed Diversified Equity Income Fund$236,330$34,348 ▼-12.7%27,9350.2%Financial ServicesAGGiShares Core U.S. Aggregate Bond ETF$229,339$5,837 ▼-2.5%2,3180.2%FinanceAMDAdvanced Micro Devices$225,514$225,514 ▲New Holding2,1950.2%Computer and TechnologyTMOThermo Fisher Scientific$224,960$9,456 ▼-4.0%4520.2%MedicalJMSTJPMorgan Ultra-Short Municipal ETF$224,324$1,627 ▲0.7%4,4110.2%ETFWMWaste Management$220,544$220,544 ▲New Holding9530.2%Business ServicesSMHVanEck Semiconductor ETF$215,101$85,025 ▼-28.3%1,0170.1%ManufacturingShowing 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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