Serenus Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Serenus Wealth Advisors, LLCInvestment ActivitySerenus Wealth Advisors, LLC has $575.43 million in total holdings as of December 31, 2024.Serenus Wealth Advisors, LLC owns shares of 60 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Largest Holdings WisdomTree Bloomberg Floating Rate Treasury Fund $244,788,103SPDR S&P 500 ETF Trust $86,760,365Invesco QQQ $47,545,396iShares Core S&P 500 ETF $39,746,125WisdomTree U.S. Quality Dividend Growth Fund $32,687,737 Sector AllocationMap of 500 Largest Holdings ofSerenus Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$244,788,1034,864,62842.5%FinanceSPYSPDR S&P 500 ETF Trust$86,760,365148,03515.1%FinanceQQQInvesco QQQ$47,545,396101,5908.3%FinanceIVViShares Core S&P 500 ETF$39,746,125104,0496.9%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$32,687,737403,9015.7%ManufacturingIJHiShares Core S&P Mid-Cap ETF$26,573,403426,4714.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$17,820,37831,2873.1%ETFXLKTechnology Select Sector SPDR Fund$12,780,10354,9632.2%ETFVOOVanguard S&P 500 ETF$8,628,23417,8571.5%ETFIJRiShares Core S&P Small-Cap ETF$7,832,89467,9821.4%ETFIWFiShares Russell 1000 Growth ETF$5,547,40913,8141.0%ETFAAPLApple$4,389,12517,5270.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,922,99813,5360.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$3,680,8858,6510.6%FinanceGOOGLAlphabet$3,181,566634,4320.6%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$3,062,39023,8100.5%ETFIWDiShares Russell 1000 Value ETF$2,458,71213,2810.4%ETFMSFTMicrosoft$2,312,7395,4870.4%Computer and TechnologyAMZNAmazon.com$2,048,08350,1560.4%Retail/WholesaleVXUSVanguard Total International Stock ETF$2,026,11234,3820.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,586,96817,3570.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,108,93011,0540.2%ETFSPLGSPDR Portfolio S&P 500 ETF$1,025,89614,8810.2%ETFNVDANVIDIA$855,5586,3710.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$833,70644,7410.1%ETFMETAMeta Platforms$793,3921,3550.1%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$785,4126,8190.1%ETFVEAVanguard FTSE Developed Markets ETF$760,43415,9020.1%ETFMGKVanguard Mega Cap Growth ETF$696,0922,0270.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$660,92112,9240.1%ETFSPHQInvesco S&P 500 Quality ETF$646,3039,6420.1%ETFMOAltria Group$612,94311,7220.1%Consumer StaplesAIOVirtus Artificial Intelligence & Technology Opportunities Fund$545,45522,1190.1%MiscellaneousTSLATesla$530,6461,3140.1%Auto/Tires/TrucksRSPInvesco S&P 500 Equal Weight ETF$505,6452,8860.1%ETFSDYSPDR S&P Dividend ETF$436,7683,3060.1%ETFVOVanguard Mid-Cap ETF$399,8931,5140.1%ETFNFLXNetflix$365,4414100.1%Consumer DiscretionaryLLYEli Lilly and Company$331,2224290.1%MedicalGSIEGoldman Sachs ActiveBeta International Equity ETF$293,4598,8020.1%ETFPMPhilip Morris International$289,4422,4050.1%Consumer StaplesVALUE STOCK INDEX PORTFOLIO$285,2294,5630.0%ADRHLIHoulihan Lokey$279,5931,6100.0%FinanceIEFAiShares Core MSCI EAFE ETF$267,1343,8010.0%ETFKKRKKR & Co. Inc.$267,1251,8060.0%FinanceVBVanguard Small-Cap ETF$264,3081,1000.0%ETFGBDCGolub Capital BDC$258,75117,0680.0%FinanceAMDAdvanced Micro Devices$254,0212,1030.0%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$248,2272,8080.0%ETFVTVVanguard Value ETF$243,9611,4410.0%ETFSCHDSchwab US Dividend Equity ETF$242,6848,8830.0%ETFBXBlackstone$229,1461,3290.0%FinanceCNOBConnectOne Bancorp$209,1459,1290.0%FinanceVBRVanguard Small-Cap Value ETF$169,75619,8990.0%ETFARKWARK Next Generation Internet ETF$96,39296,3920.0%ETFIVEiShares S&P 500 Value ETF$93,68493,6840.0%ETFCMCSAComcast$73,13566,6770.0%Consumer DiscretionaryVGTVanguard Information Technology ETF$61,80361,8030.0%ETFXLEEnergy Select Sector SPDR Fund$25,34925,3490.0%ETFORGNWOrigin Materials$2,57420,0000.0%Basic MaterialsShowing 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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