The Analysis of Semus Wealth Partners LLC's Holdings

Currently, Semus Wealth Partners LLC holds 111 types of securities in its portfolio with a total value $185.6M. In the most recent quarter, they have increased their positions in NFLX (+18.0K shares, valued at $1.7M), ORCL (+4.9K shares, valued at $948.4K), IVE (+2.3K shares, valued at $489.0K); decreased their positions in N/A (-921 shares, valued at $565.8K), QUAL (-2.7K shares, valued at $545.0K), NVDA (-1.8K shares, valued at $332.9K); initiated new positions in CGGR (+8.4K shares, valued at $373.0K), GLD (+688 shares, valued at $272.7K), TMO (+422 shares, valued at $244.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC138.0K shares-0.19%2025-12-312026-01-27

NVDA NVIDIA CORPORATION43.9K shares-3.91%2025-12-312026-01-27

ALPHABET INC ALPHABET INC22.5K shares0.30%2025-12-312026-01-27

MSFT MICROSOFT CORP12.7K shares2.22%2025-12-312026-01-27

ALPHABET INC ALPHABET INC18.7K shares0.66%2025-12-312026-01-27

TSLA TESLA INC12.2K shares-0.54%2025-12-312026-01-27

IVV ISHARES TR8.0K shares0.09%2025-12-312026-01-27

AMZN AMAZON COM INC21.0K shares2.37%2025-12-312026-01-27

Sponsored

LLY ELI LILLY & CO4.4K shares0.73%2025-12-312026-01-27

JEPQ J P MORGAN EXCHANGE TRADED F78.5K shares3.16%2025-12-312026-01-27

GPIQ GOLDMAN SACHS ETF TR86.1K shares11.16%2025-12-312026-01-27

SPY SPDR S&P 500 ETF TR6.6K shares0.21%2025-12-312026-01-27

FAUG FIRST TR EXCHNG TRADED FD VI82.6K shares0.00%2025-12-312026-01-27

GPIX GOLDMAN SACHS ETF TR81.7K shares11.44%2025-12-312026-01-27

JEPI J P MORGAN EXCHANGE TRADED F72.3K shares-0.73%2025-12-312026-01-27

RDVI FIRST TR EXCHANGE-TRADED FD144.4K shares3.76%2025-12-312026-01-27

Sponsored

BALI BLACKROCK ETF TRUST83.9K shares7.02%2025-12-312026-01-27

INVESCO QQQ TR INVESCO QQQ TR4.1K shares-18.23%2025-12-312026-01-27

META META PLATFORMS INC3.7K shares10.33%2025-12-312026-01-27

DYNF BLACKROCK ETF TRUST38.0K shares4.36%2025-12-312026-01-27

JGRO J P MORGAN EXCHANGE TRADED F23.6K shares-0.62%2025-12-312026-01-27

BROADCOM INC BROADCOM INC6.0K shares6.34%2025-12-312026-01-27

MA MASTERCARD INCORPORATED3.4K shares1.42%2025-12-312026-01-27

GS GOLDMAN SACHS GROUP INC2.2K shares0.84%2025-12-312026-01-27

Sponsored

NFLX NETFLIX INC20.1K shares872.71%2025-12-312026-01-27

JNJ JOHNSON & JOHNSON8.6K shares1.01%2025-12-312026-01-27

IVE ISHARES TR7.8K shares41.68%2025-12-312026-01-27

MELI MERCADOLIBRE INC749 shares0.00%2025-12-312026-01-27

IVW ISHARES TR11.6K shares4.35%2025-12-312026-01-27

DIVO AMPLIFY ETF TR31.7K shares2.16%2025-12-312026-01-27

SCHD SCHWAB STRATEGIC TR51.0K shares0.81%2025-12-312026-01-27

BAR GRANITESHARES GOLD TR32.8K shares-0.16%2025-12-312026-01-27

Sponsored

IEMG ISHARES INC20.2K shares29.30%2025-12-312026-01-27

FJUL FIRST TR EXCHNG TRADED FD VI23.2K shares0.00%2025-12-312026-01-27

HELO J P MORGAN EXCHANGE TRADED F19.1K shares0.17%2025-12-312026-01-27

ORCL ORACLE CORP6.5K shares301.11%2025-12-312026-01-27

V VISA INC3.3K shares1.37%2025-12-312026-01-27

WMT WALMART INC10.5K shares-0.12%2025-12-312026-01-27

JPM JPMORGAN CHASE & CO.3.6K shares0.42%2025-12-312026-01-27

EFV ISHARES TR15.7K shares-4.53%2025-12-312026-01-27

Sponsored

OEF ISHARES TR3.2K shares9.15%2025-12-312026-01-27

UNH UNITEDHEALTH GROUP INC3.1K shares-12.13%2025-12-312026-01-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares3.00%2025-12-312026-01-27

VUG VANGUARD INDEX FDS1.8K shares0.17%2025-12-312026-01-27

MCD MCDONALDS CORP2.8K shares-1.15%2025-12-312026-01-27

URI UNITED RENTALS INC1.0K shares-8.59%2025-12-312026-01-27

QUAL ISHARES TR3.8K shares-41.91%2025-12-312026-01-27

LMT LOCKHEED MARTIN CORP1.5K shares26.57%2025-12-312026-01-27

Sponsored

MERCK & CO INC MERCK & CO INC6.5K shares0.85%2025-12-312026-01-27

ASML ASML HOLDING N V639 shares-1.54%2025-12-312026-01-27

BBUS J P MORGAN EXCHANGE TRADED F5.4K shares-9.34%2025-12-312026-01-27

BAC BANK AMERICA CORP12.1K shares-1.60%2025-12-312026-01-27

PG PROCTER AND GAMBLE CO4.4K shares0.64%2025-12-312026-01-27

THRO BLACKROCK ETF TRUST15.5K shares6.59%2025-12-312026-01-27

IUSB ISHARES TR12.9K shares-14.57%2025-12-312026-01-27

BAI BLACKROCK ETF TRUST17.9K shares11.29%2025-12-312026-01-27

Sponsored

ABBV ABBVIE INC2.5K shares0.44%2025-12-312026-01-27

CRM SALESFORCE INC2.1K shares-1.74%2025-12-312026-01-27

MTUM ISHARES TR2.2K shares46.74%2025-12-312026-01-27

VYM VANGUARD WHITEHALL FDS3.7K shares0.46%2025-12-312026-01-27

PANW PALO ALTO NETWORKS INC2.8K shares0.00%2025-12-312026-01-27

KO COCA COLA CO7.1K shares1.22%2025-12-312026-01-27

NEE NEXTERA ENERGY INC5.9K shares-1.00%2025-12-312026-01-27

AMGN AMGEN INC1.4K shares0.63%2025-12-312026-01-27

Sponsored

CSCO CISCO SYS INC5.8K shares0.58%2025-12-312026-01-27

ISHARES GOLD TR ISHARES GOLD TR5.5K shares-1.87%2025-12-312026-01-27

VGT VANGUARD WORLD FD568 shares-7.19%2025-12-312026-01-27

MU MICRON TECHNOLOGY INC1.5K shares0.07%2025-12-312026-01-27

KNG FIRST TR EXCHANGE-TRADED FD8.4K shares-9.11%2025-12-312026-01-27

NOW SERVICENOW INC2.6K shares427.61%2025-12-312026-01-27

SCHW SCHWAB CHARLES CORP3.9K shares-8.62%2025-12-312026-01-27

COST COSTCO WHSL CORP NEW439 shares-20.18%2025-12-312026-01-27

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F5.0K shares-0.48%2025-12-312026-01-27

CGGR CAPITAL GROUP GROWTH ETF8.4K sharesnew addition2025-12-312026-01-27

SMH VANECK ETF TRUST1.0K shares0.20%2025-12-312026-01-27

XOM EXXON MOBIL CORP3.0K shares-14.82%2025-12-312026-01-27

GE AEROSPACE GE AEROSPACE1.2K shares2.48%2025-12-312026-01-27

EXG EATON VANCE TAX-MANAGED GLOB36.2K shares2.13%2025-12-312026-01-27

BWXT BWX TECHNOLOGIES INC2.0K shares0.00%2025-12-312026-01-27

FDL FIRST TR EXCHANGE-TRADED FD7.5K shares1.14%2025-12-312026-01-27

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS524 shares-4.03%2025-12-312026-01-27

ITA ISHARES TR1.5K shares17.20%2025-12-312026-01-27

VTV VANGUARD INDEX FDS1.6K shares0.83%2025-12-312026-01-27

TLH ISHARES TR2.9K shares-19.73%2025-12-312026-01-27

JCPB J P MORGAN EXCHANGE TRADED F5.9K shares0.29%2025-12-312026-01-27

PFE PFIZER INC11.0K shares-0.22%2025-12-312026-01-27

GLD SPDR GOLD TR688 sharesnew addition2025-12-312026-01-27

ISRG INTUITIVE SURGICAL INC476 shares-15.75%2025-12-312026-01-27

Sponsored

CAT CATERPILLAR INC455 shares0.22%2025-12-312026-01-27

PEP PEPSICO INC1.8K shares-3.11%2025-12-312026-01-27

DIS DISNEY WALT CO2.2K shares1.73%2025-12-312026-01-27

TMO THERMO FISHER SCIENTIFIC INC422 sharesnew addition2025-12-312026-01-27

DVY ISHARES TR1.7K shares0.95%2025-12-312026-01-27

CITIGROUP INC CITIGROUP INC2.0K shares0.54%2025-12-312026-01-27

KKR & CO INC KKR & CO INC1.8K shares6.99%2025-12-312026-01-27

CVNA CARVANA CO554 sharesnew addition2025-12-312026-01-27

Sponsored

KTOS KRATOS DEFENSE & SEC SOLUTIO3.0K shares0.00%2025-12-312026-01-27

IBM INTERNATIONAL BUSINESS MACHS757 shares0.26%2025-12-312026-01-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares0.90%2025-12-312026-01-27

BA BOEING CO1.0K sharesnew addition2025-12-312026-01-27

JMST J P MORGAN EXCHANGE TRADED F4.3K shares-3.78%2025-12-312026-01-27

UTG REAVES UTIL INCOME FD6.0K shares-27.78%2025-12-312026-01-27

JBND J P MORGAN EXCHANGE TRADED F4.0K sharesnew addition2025-12-312026-01-27

T AT&T INC8.5K shares-1.37%2025-12-312026-01-27

Sponsored

MS MORGAN STANLEY1.1K sharesnew addition2025-12-312026-01-27

VST VISTRA CORP1.2K shares0.00%2025-12-312026-01-27

BIT BLACKROCK MULTI SECTOR INC T14.2K shares-27.05%2025-12-312026-01-27

ETJ EATON VANCE RISK-MANAGED DIV16.4K shares-11.60%2025-12-312026-01-27

CHI CALAMOS CONV OPPORTUNITIES &11.2K shares-31.87%2025-12-312026-01-27

UEC URANIUM ENERGY CORP10.0K shares0.00%2025-12-312026-01-27

PFL PIMCO INCOME STRATEGY FD10.2K shares0.00%2025-12-312026-01-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available