Semus Wealth Partners LLC Top Holdings and 13F Report (2025) About Semus Wealth Partners LLCInvestment ActivitySemus Wealth Partners LLC has $151.02 million in total holdings as of December 31, 2024.Semus Wealth Partners LLC owns shares of 112 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 6.29% of the portfolio was purchased this quarter.About 4.57% of the portfolio was sold this quarter.This quarter, Semus Wealth Partners LLC has purchased 121 new stocks and bought additional shares in 52 stocks.Semus Wealth Partners LLC sold shares of 51 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $34,417,482NVIDIA $7,469,767iShares Core S&P 500 ETF $5,779,814Tesla $5,179,248Microsoft $5,089,542 Largest New Holdings this Quarter FT Vest U.S. Equity Buffer ETF - October $393,645 HoldingPROFESIONALLY MANAGED PORTFO $391,798 HoldingVistra $312,551 HoldingiShares MSCI USA Momentum Factor ETF $247,476 HoldingWalt Disney $227,250 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 34,280 shares (about $936.54K)GOLDMAN SACHS ETF TR 11,337 shares (about $555.85K)BLACKROCK ETF TRUST 18,328 shares (about $554.42K)GOLDMAN SACHS ETF TR 10,322 shares (about $510.42K)JPMorgan Nasdaq Equity Premium Income ETF 8,204 shares (about $462.54K) Largest Sales this Quarter Tesla 2,217 shares (about $895.31K)Vanguard Growth ETF 442 shares (about $181.41K)REAVES UTIL INCOME FD 5,606 shares (about $177.65K)BlackRock Multi-Sector Income Trust 9,984 shares (about $145.77K)iShares Core Total USD Bond Market ETF 2,707 shares (about $122.36K) 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$34,417,482$133,975 ▲0.4%137,43922.8%Computer and TechnologyNVDANVIDIA$7,469,767$3,760 ▲0.1%55,6244.9%Computer and TechnologyIVViShares Core S&P 500 ETF$5,779,814$354,983 ▲6.5%9,8183.8%ETFTSLATesla$5,179,248$895,313 ▼-14.7%12,8253.4%Auto/Tires/TrucksMSFTMicrosoft$5,089,542$377,237 ▲8.0%12,0753.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,194,788$43,958 ▲1.1%7,1572.8%FinanceAMZNAmazon.com$4,133,746$202,278 ▲5.1%18,8422.7%Retail/WholesaleGOOGLAlphabet$4,104,705$47,513 ▼-1.1%21,6842.7%Computer and TechnologyGOOGAlphabet$3,581,892$214,620 ▲6.4%18,8092.4%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$3,409,209$298,119 ▲9.6%59,2602.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,386,833$462,538 ▲15.8%60,0722.2%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$2,875,5330.0%55,9661.9%ManufacturingLLYEli Lilly and Company$2,573,182$179,111 ▲7.5%3,3331.7%MedicalQQQInvesco QQQ$2,565,735$43,964 ▼-1.7%5,0191.7%FinanceRDVIFT Vest Rising Dividend Achievers Target Income ETF$2,401,655$229,165 ▲10.5%99,0781.6%ETFGOLDMAN SACHS ETF TR$2,362,855$555,853 ▲30.8%48,1921.6%NASDAQ 100 COREGOLDMAN SACHS ETF TR$2,280,215$510,418 ▲28.8%46,1121.5%S&P 500 CORE PRENFLXNetflix$2,236,322$8,022 ▼-0.4%2,5091.5%Consumer DiscretionaryMETAMeta Platforms$1,908,029$238,870 ▲14.3%3,2591.3%Computer and TechnologyJGROJPMorgan Active Growth ETF$1,759,729$157,360 ▲9.8%21,7171.2%ETFMAMastercard$1,700,943$81,624 ▲5.0%3,2301.1%Business ServicesJNJJohnson & Johnson$1,602,557$26,032 ▼-1.6%11,0811.1%MedicalMELIMercadoLibre$1,447,074$18,705 ▼-1.3%8511.0%Retail/WholesaleBLACKROCK ETF TRUST$1,438,970$554,425 ▲62.7%47,5691.0%ISHARES ADVANTAGSCHDSchwab US Dividend Equity ETF$1,409,639$936,536 ▲198.0%51,5970.9%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,341,782$10,120 ▲0.8%33,1470.9%ETFGSThe Goldman Sachs Group$1,265,019$13,744 ▲1.1%2,2090.8%FinanceUNHUnitedHealth Group$1,225,674$61,208 ▲5.3%2,4230.8%MedicalDYNFiShares U.S. Equity Factor Rotation Active ETF$1,150,684$300,484 ▲35.3%22,4520.8%ETFIVWiShares S&P 500 Growth ETF$1,093,005$84,882 ▲8.4%10,7650.7%ETFVVisa$1,080,704$30,652 ▼-2.8%3,4200.7%Business ServicesURIUnited Rentals$1,078,867$283,801 ▲35.7%1,5320.7%ConstructionAVGOBroadcom$1,045,252$7,418 ▲0.7%4,5090.7%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$962,528$113,260 ▲13.3%5,4050.6%ETFJ P MORGAN EXCHANGE TRADED F$934,935$348,041 ▲59.3%15,0700.6%HEDGED EQUITY LAWMTWalmart$884,278$31,172 ▼-3.4%9,7870.6%Retail/WholesaleJPMJPMorgan Chase & Co.$878,361$719 ▲0.1%3,6640.6%FinanceBARGraniteshares Gold Trust$867,082$23,508 ▼-2.6%33,4910.6%FinanceVUGVanguard Growth ETF$865,592$181,409 ▼-17.3%2,1090.6%ETFIUSBiShares Core Total USD Bond Market ETF$841,534$122,356 ▼-12.7%18,6180.6%ManufacturingMCDMcDonald's$823,297$31,019 ▲3.9%2,8400.5%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$773,464$177,099 ▲29.7%7,9880.5%ETFEFViShares MSCI EAFE Value ETF$764,745$108,822 ▲16.6%14,5750.5%ETFPGProcter & Gamble$763,700$28,503 ▼-3.6%4,5550.5%Consumer StaplesPANWPalo Alto Networks$706,369$342,449 ▲94.1%3,8820.5%Computer and TechnologyBBUSJP Morgan BetaBuilders U.S. Equity ETF$636,473$2,542 ▲0.4%6,0090.4%ETFCRMSalesforce$598,899$17,054 ▲2.9%1,7910.4%Computer and TechnologyFAUGFT Vest U.S. Equity Buffer ETF - August$596,7820.0%12,8230.4%ETFCMGChipotle Mexican Grill$572,368$17,487 ▲3.2%9,4920.4%Retail/WholesaleIVEiShares S&P 500 Value ETF$514,045$65,091 ▲14.5%2,6930.3%ETFNOWServiceNow$509,918$3,180 ▼-0.6%4810.3%Computer and TechnologyNEENextEra Energy$507,951$8,603 ▼-1.7%7,0850.3%UtilitiesKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$500,183$9,540 ▲1.9%9,9620.3%ETFCOSTCostco Wholesale$498,047$67,749 ▲15.7%5440.3%Retail/WholesaleBITBlackRock Multi-Sector Income Trust$485,031$145,768 ▼-23.1%33,2210.3%Financial ServicesBACBank of America$484,033$11,735 ▼-2.4%11,0130.3%FinanceMRKMerck & Co., Inc.$463,317$123,863 ▲36.5%4,6570.3%MedicalREAVES UTIL INCOME FD$452,364$177,650 ▼-28.2%14,2750.3%COM SH BEN INTKOCoca-Cola$436,383$6,973 ▼-1.6%7,0090.3%Consumer StaplesVYMVanguard High Dividend Yield ETF$432,176$2,552 ▲0.6%3,3870.3%ETFVGTVanguard Information Technology ETF$431,346$14,295 ▼-3.2%6940.3%ETFBRK.BBerkshire Hathaway$429,7090.0%9480.3%FinanceABBVAbbVie$425,030$7,285 ▼-1.7%2,3920.3%MedicalGOFGuggenheim Strategic Opportunities Fund$418,942$105,781 ▼-20.2%27,4540.3%Financial ServicesCSCOCisco Systems$415,084$39,247 ▼-8.6%7,0120.3%Computer and TechnologyFSEPFT Vest U.S. Equity Buffer ETF - September$414,460$10,007 ▼-2.4%9,0700.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$404,023$68,760 ▲20.5%7,2860.3%ManufacturingAMGNAmgen$398,194$782 ▼-0.2%1,5280.3%MedicalFOCTFT Vest U.S. Equity Buffer ETF - October$393,645$393,645 ▲New Holding9,2340.3%ETFPROFESIONALLY MANAGED PORTFO$391,798$391,798 ▲New Holding16,0310.3%CONGRESS INTERMEXOMExxon Mobil$384,339$3,119 ▲0.8%3,5730.3%Oils/EnergyIYWiShares U.S. Technology ETF$382,210$22,492 ▲6.3%2,3960.3%ManufacturingVOOVanguard S&P 500 ETF$370,166$2,155 ▼-0.6%6870.2%ETFSMHVanEck Semiconductor ETF$343,700$8,235 ▼-2.3%1,4190.2%ManufacturingSCHWCharles Schwab$327,184$962 ▲0.3%4,4210.2%FinanceLMTLockheed Martin$319,997$50,986 ▲19.0%6590.2%AerospaceISRGIntuitive Surgical$314,742$94,475 ▼-23.1%6030.2%MedicalVSTVistra$312,551$312,551 ▲New Holding2,2670.2%UtilitiesCHICalamos Convertible Opportunities and Income Fund$312,310$40,870 ▼-11.6%26,1570.2%Financial ServicesPFEPfizer$300,647$34,039 ▼-10.2%11,3320.2%MedicalETJEaton Vance Risk-Managed Diversified Equity Income Fund$297,869$89,235 ▼-23.1%31,9950.2%Financial ServicesHDHome Depot$293,937$39,269 ▼-11.8%7560.2%Retail/WholesaleEATON VANCE ENHANCED EQUITY$289,987$26,585 ▼-8.4%12,1080.2%COMPEPPepsiCo$282,315$1,216 ▲0.4%1,8570.2%Consumer StaplesFJULFT Vest U.S. Equity Buffer ETF - July$280,7800.0%5,7340.2%ETFVTVVanguard Value ETF$272,762$10,667 ▼-3.8%1,6110.2%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$270,058$6,291 ▲2.4%33,0550.2%Financial ServicesXYLDGlobal X S&P 500 Covered Call ETF$266,572$62,641 ▼-19.0%6,3620.2%ETFPTYPIMCO Corporate & Income Opportunity Fund$260,677$67,253 ▼-20.5%18,1400.2%FinanceDVYiShares Select Dividend ETF$249,522$12,470 ▼-4.8%1,9010.2%ETFSAMBoston Beer$249,283$59,996 ▼-19.4%8310.2%Consumer StaplesMTUMiShares MSCI USA Momentum Factor ETF$247,476$247,476 ▲New Holding1,1960.2%ETFPFNPIMCO Income Strategy Fund II$245,255$98,504 ▼-28.7%32,9200.2%Financial ServicesTMOThermo Fisher Scientific$244,997$9,363 ▲4.0%4710.2%MedicalJCPBJPMorgan Core Plus Bond ETF$235,924$8,385 ▼-3.4%5,1210.2%ETFCATCaterpillar$233,776$363 ▼-0.2%6440.2%Industrial ProductsFDLFirst Trust Morningstar Dividend Leaders Index$232,222$2,778 ▲1.2%5,7680.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$230,290$32,746 ▼-12.4%2,3770.2%FinanceDISWalt Disney$227,250$227,250 ▲New Holding2,0410.2%Consumer DiscretionaryCMCSAComcast$226,911$676 ▼-0.3%6,0460.2%Consumer DiscretionaryShowing largest 100 holdings. 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