Semus Wealth Partners LLC Top Holdings and 13F Report (2025) About Semus Wealth Partners LLCInvestment ActivitySemus Wealth Partners LLC has $154.20 million in total holdings as of June 30, 2025.Semus Wealth Partners LLC owns shares of 113 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 3.38% of the portfolio was purchased this quarter.About 3.75% of the portfolio was sold this quarter.This quarter, Semus Wealth Partners LLC has purchased 114 new stocks and bought additional shares in 57 stocks.Semus Wealth Partners LLC sold shares of 41 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $28,300,376NVIDIA $7,493,417Microsoft $6,239,873iShares Core S&P 500 ETF $4,921,416Amazon.com $4,451,204 Largest New Holdings this Quarter 09290C806 - BlackRock Future U.S. Themes ETF $447,312 Holding369604301 - GE Aerospace $289,154 Holding68389X105 - Oracle $270,792 Holding92840M102 - Vistra $242,263 Holding48251W104 - KKR & Co. Inc. $206,596 Holding Largest Purchases this Quarter BlackRock Future U.S. Themes ETF 12,572 shares (about $447.31K)iShares MSCI EAFE Value ETF 5,697 shares (about $361.64K)iShares Core MSCI Emerging Markets ETF 5,667 shares (about $340.20K)GE Aerospace 1,123 shares (about $289.15K)Oracle 1,239 shares (about $270.79K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,835 shares (about $1.14M)Netflix 537 shares (about $719.11K)NVIDIA 4,333 shares (about $684.57K)MercadoLibre 100 shares (about $261.36K)Johnson & Johnson 1,369 shares (about $209.12K) 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$28,300,376$88,223 ▲0.3%137,93618.4%Computer and TechnologyNVDANVIDIA$7,493,417$684,566 ▼-8.4%47,4304.9%Computer and TechnologyMSFTMicrosoft$6,239,873$76,102 ▲1.2%12,5454.0%Computer and TechnologyIVViShares Core S&P 500 ETF$4,921,416$1,139,389 ▼-18.8%7,9263.2%ETFAMZNAmazon.com$4,451,204$143,042 ▲3.3%20,2892.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$4,169,662$132,213 ▼-3.1%6,7492.7%FinanceTSLATesla$4,024,435$42,566 ▼-1.0%12,6692.6%Auto/Tires/TrucksGOOGLAlphabet$3,969,2880.0%22,5232.6%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$3,706,751$102,501 ▲2.8%65,2022.4%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,682,308$145,249 ▲4.1%67,6892.4%ETFGOOGAlphabet$3,320,828$109,807 ▼-3.2%18,7202.2%Computer and TechnologyFJANFT Vest U.S. Equity Buffer ETF - January$3,305,8660.0%69,5242.1%ETFLLYEli Lilly and Company$3,120,181$258,781 ▲9.0%4,0032.0%MedicalGOLDMAN SACHS ETF TR$2,963,308$158,297 ▲5.6%59,4921.9%NASDAQ-100 PREMIRDVIFT Vest Rising Dividend Achievers Target Income ETF$2,948,760$98,370 ▲3.5%119,3351.9%ETFGOLDMAN SACHS ETF TR$2,789,003$163,608 ▲6.2%55,9821.8%S&P 500 PREMIUMQQQInvesco QQQ$2,780,412$15,998 ▼-0.6%5,0401.8%FinanceNFLXNetflix$2,762,625$719,113 ▼-20.7%2,0631.8%Consumer DiscretionaryMETAMeta Platforms$2,507,743$104,059 ▲4.3%3,3981.6%Computer and TechnologyJGROJPMorgan Active Growth ETF$2,002,756$28,919 ▲1.5%23,2691.3%ETFMELIMercadoLibre$1,957,609$261,363 ▼-11.8%7491.3%Retail/WholesaleBLACKROCK ETF TRUST$1,879,885$75,516 ▲4.2%62,4341.2%ISHARES ADVANTAGMAMastercard$1,862,859$43,832 ▲2.4%3,3151.2%Business ServicesGSThe Goldman Sachs Group$1,859,503$31,853 ▼-1.7%2,6271.2%FinanceAVGOBroadcom$1,486,651$64,505 ▲4.5%5,3931.0%Computer and TechnologyJNJJohnson & Johnson$1,481,103$209,120 ▼-12.4%9,6961.0%MedicalDYNFiShares U.S. Equity Factor Rotation Active ETF$1,429,301$27,883 ▲2.0%26,2450.9%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$1,424,984$12,339 ▲0.9%33,4900.9%ETFSCHDSchwab US Dividend Equity ETF$1,352,375$11,130 ▲0.8%51,0330.9%ETFQUALiShares MSCI USA Quality Factor ETF$1,217,047$35,650 ▲3.0%6,6570.8%ETFVVisa$1,198,181$26,271 ▼-2.1%3,3750.8%Business ServicesJ P MORGAN EXCHANGE TRADED F$1,187,763$35,232 ▲3.1%18,9800.8%HEDGED EQUITY LAURIUnited Rentals$1,159,285$147,641 ▼-11.3%1,5390.8%ConstructionIVWiShares S&P 500 Growth ETF$1,142,031$100,188 ▼-8.1%10,3730.7%ETFEFViShares MSCI EAFE Value ETF$1,128,139$361,637 ▲47.2%17,7720.7%ETFBARGraniteShares Gold Trust$1,089,6540.0%33,3840.7%FinanceJPMJPMorgan Chase & Co.$1,067,825$5,509 ▲0.5%3,6830.7%FinanceWMTWalmart$996,764$5,573 ▲0.6%10,1940.6%Retail/WholesaleUNHUnitedHealth Group$941,057$168,492 ▲21.8%3,0160.6%MedicalIVEiShares S&P 500 Value ETF$902,658$150,085 ▲19.9%4,6190.6%ETFFFEBFT Vest U.S. Equity Buffer ETF - February$860,9000.0%16,4260.6%ETFMCDMcDonald's$844,067$4,675 ▼-0.6%2,8890.5%Retail/WholesaleIUSBiShares Core Total USD Bond Market ETF$835,885$15,348 ▲1.9%18,0810.5%ManufacturingVUGVanguard Growth ETF$814,092$107,406 ▼-11.7%1,8570.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$753,937$340,199 ▲82.2%12,5590.5%ETFBRK.BBerkshire Hathaway$721,854$208,395 ▲40.6%1,4860.5%FinancePGProcter & Gamble$713,085$12,108 ▼-1.7%4,4760.5%Consumer StaplesBBUSJPMorgan BetaBuilders U.S. Equity ETF$644,995$44,656 ▼-6.5%5,7630.4%ETFPANWPalo Alto Networks$575,857$208,733 ▼-26.6%2,8140.4%Computer and TechnologyBACBank of America$573,678$46,328 ▲8.8%12,1230.4%FinanceMRKMerck & Co., Inc.$543,162$144,300 ▲36.2%6,8620.4%MedicalCOSTCostco Wholesale$542,189$1,979 ▼-0.4%5480.4%Retail/WholesaleCMGChipotle Mexican Grill$514,896$3,088 ▲0.6%9,1700.3%Retail/WholesaleCRMSalesforce$513,630$7,361 ▲1.5%1,8840.3%Computer and TechnologyKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$506,143$8,200 ▲1.6%10,3080.3%ETFKOCocaCola$505,086$11,320 ▲2.3%7,1390.3%Consumer StaplesVGTVanguard Information Technology ETF$482,008$113,375 ▲30.8%7270.3%ETFNOWServiceNow$480,113$5,140 ▼-1.1%4670.3%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$479,244$33,040 ▼-6.4%4,2790.3%ETFNEENextEra Energy$469,976$3,332 ▲0.7%6,7700.3%UtilitiesREAVES UTIL INCOME FD$463,420$31,946 ▼-6.4%12,8090.3%COM SH BEN INTVYMVanguard High Dividend Yield ETF$456,070$2,266 ▲0.5%3,4210.3%ETFABBVAbbVie$454,804$4,270 ▲0.9%2,4500.3%MedicalBTHMBlackRock Future U.S. Themes ETF$447,312$447,312 ▲New Holding12,5720.3%ETFFSEPFT Vest U.S. Equity Buffer ETF - September$435,4370.0%9,0700.3%ETFOEFiShares S&P 100 ETF$425,177$135,436 ▲46.7%1,3970.3%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$413,4060.0%9,2340.3%ETFCSCOCisco Systems$411,959$2,983 ▲0.7%5,9380.3%Computer and TechnologyAMGNAmgen$411,564$6,143 ▼-1.5%1,4740.3%MedicalSCHWCharles Schwab$389,357$17,155 ▼-4.2%4,2670.3%FinanceLMTLockheed Martin$386,301$2,316 ▲0.6%8340.3%AerospaceBITBlackRock Multi-Sector Income Trust$381,330$18,104 ▼-4.5%26,1180.2%Financial ServicesXOMExxon Mobil$378,742$18,867 ▼-4.7%3,5130.2%EnergyIYWiShares U.S. Technology ETF$374,265$62,378 ▼-14.3%2,1600.2%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$354,964$125,001 ▲54.4%3,5780.2%FinanceVOOVanguard S&P 500 ETF$353,112$51,093 ▼-12.6%6220.2%ETFISRGIntuitive Surgical$352,673$1,630 ▼-0.5%6490.2%MedicalASMLASML$329,371$801 ▼-0.2%4110.2%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$313,858$2,163 ▼-0.7%1,3060.2%ETFGOFGuggenheim Strategic Opportunities Fund$313,105$11,882 ▼-3.7%21,0280.2%Financial ServicesFDLFirst Trust Morningstar Dividend Leaders Index Fund$306,695$15,324 ▲5.3%7,3250.2%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$303,104$6,991 ▲2.4%34,6410.2%Financial ServicesTLHiShares 10-20 Year Treasury Bond ETF$296,367$31,090 ▲11.7%2,9170.2%ETFPROFESIONALLY MANAGED PORTFO$295,813$5,512 ▲1.9%11,8610.2%CONGRESS INTERMEGEGE Aerospace$289,154$289,154 ▲New Holding1,1230.2%AerospaceVTVVanguard Value ETF$284,6170.0%1,6100.2%ETFSMHVanEck Semiconductor ETF$283,6680.0%1,0170.2%ManufacturingIAUiShares Gold Trust$282,740$43,278 ▼-13.3%4,5340.2%FinanceDISWalt Disney$276,864$17,358 ▲6.7%2,2330.2%Consumer DiscretionaryORCLOracle$270,792$270,792 ▲New Holding1,2390.2%Computer and TechnologyEATON VANCE ENHANCED EQUITY$270,159$22,975 ▼-7.8%11,1590.2%COMJIREJPMorgan International Research Enhanced Equity ETF$268,579$42,038 ▲18.6%3,7950.2%ETFJCPBJPMorgan Core Plus Bond ETF$265,889$1,129 ▼-0.4%5,6500.2%ETFPFEPfizer$264,721$21,864 ▲9.0%10,9210.2%MedicalPEPPepsiCo$257,774$4,490 ▲1.8%1,9520.2%Consumer StaplesETJEaton Vance Risk-Managed Diversified Equity Income Fund$254,372$1,835 ▲0.7%28,1380.2%Financial ServicesTAT&T$251,943$2,518 ▲1.0%8,7060.2%Computer and TechnologyHDHome Depot$250,416$23,098 ▼-8.4%6830.2%Retail/WholesaleVSTVistra$242,263$242,263 ▲New Holding1,2500.2%UtilitiesDUKDuke Energy$229,617$6,844 ▼-2.9%1,9460.1%UtilitiesShowing 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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