Semus Wealth Partners LLC Portfolio Holdings
Q3 2025•111 long positions•$175.9M portfolio value
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Holding121 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $35.2M 20.02% | +$90.6K Bought | 0.001% 138.3K shares | 137.9K → 138.3K +$90.6K | +0.26% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $8.5M 4.85% | -$320.9K Sold | 0.0% 45.7K shares | 47.4K → 45.7K −$320.9K | -3.63% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $6.4M 3.65% | -$71.5K Sold | 0.0% 12.4K shares | 12.5K → 12.4K −$71.5K | -1.1% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Auto - Manufacturers Consumer Cyclical | $5.5M 3.11% | -$163.2K Sold | 0.0% 12.3K shares | 12.7K → 12.3K −$163.2K | -2.9% | $1.48T Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $5.4M 3.1% | -$31.4K Sold | 0.0% 22.4K shares | 22.5K → 22.4K −$31.4K | -0.57% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.4M 3.04% | +$48.9K Bought | — 8.0K shares | 7.9K → 8.0K +$48.9K | +0.92% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $4.5M 2.57% | -$35.1K Sold | 0.0% 18.6K shares | 18.7K → 18.6K −$35.1K | -0.77% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $4.5M 2.56% | +$48.3K Bought | 0.0% 20.5K shares | 20.3K → 20.5K +$48.3K | +1.08% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.4M 2.51% | -$87.3K Sold | — 6.6K shares | 6.7K → 6.6K −$87.3K | -1.94% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.4M 2.49% | +$481.7K Bought | — 76.1K shares | 67.7K → 76.1K +$481.7K | +12.37% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.3M 2.44% | +$4.3M Bought | — 82.6K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.2M 2.36% | +$435.2K Bought | — 72.8K shares | 65.2K → 72.8K +$435.2K | +11.69% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.1M 2.31% | +$940.1K Bought | — 77.4K shares | 59.5K → 77.4K +$940.1K | +30.12% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.8M 2.18% | +$906.3K Bought | — 73.3K shares | 56.0K → 73.3K +$906.3K | +31.0% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.6M 2.05% | +$513.3K Bought | — 139.2K shares | 119.3K → 139.2K +$513.3K | +16.64% | — — | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $3.4M 1.91% | +$298.3K Bought | 0.0% 4.4K shares | 4.0K → 4.4K +$298.3K | +9.77% | $684.00B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.0M 1.72% | +$7.2K Bought | — 5.1K shares | 5.0K → 5.1K +$7.2K | +0.24% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.5M 1.42% | +$506.8K Bought | — 78.4K shares | 62.4K → 78.4K +$506.8K | +25.57% | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $2.5M 1.41% | -$14.7K Sold | 0.0% 3.4K shares | 3.4K → 3.4K −$14.7K | -0.59% | $1.84T Mega Cap | Q4 2022 Held for 2y 11m | |
Entertainment Communication Services | $2.5M 1.41% | — | 0.0% 2.1K shares | — | — | $509.45B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 1.27% | +$48.5K Bought | — 23.8K shares | 23.3K → 23.8K +$48.5K | +2.22% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.2M 1.22% | +$600.2K Bought | — 36.4K shares | 26.2K → 36.4K +$600.2K | +38.63% | — — | Q1 2024 Held for 1y 8m | |
Financial - Credit Services Financial Services | $1.9M 1.07% | +$2.8K Bought | 0.0% 3.3K shares | 3.3K → 3.3K +$2.8K | +0.15% | $514.21B Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $1.9M 1.06% | +$79.2K Bought | 0.0% 5.6K shares | 5.4K → 5.6K +$79.2K | +4.45% | $1.56T Mega Cap | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $1.8M 0.995% | — | 0.001% 749.0 shares | — | — | $118.48B Large Cap | Q4 2022 Held for 2y 11m | |
Financial - Capital Markets Financial Services | $1.7M 0.973% | -$381.5K Sold | 0.001% 2.1K shares | 2.6K → 2.1K −$381.5K | -18.23% | $241.07B Mega Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $1.6M 0.897% | -$220.3K Sold | 0.0% 8.5K shares | 9.7K → 8.5K −$220.3K | -12.25% | $446.55B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.785% | -$111.7K Sold | — 31.0K shares | 33.5K → 31.0K −$111.7K | -7.48% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.785% | -$12.9K Sold | — 50.6K shares | 51.0K → 50.6K −$12.9K | -0.93% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.3M 0.762% | +$88.5K Bought | — 11.1K shares | 10.4K → 11.1K +$88.5K | +7.07% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.3M 0.724% | -$21.2K Sold | — 6.5K shares | 6.7K → 6.5K −$21.2K | -1.64% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.3M 0.722% | +$1.3M Bought | — 23.2K shares | — | — | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $1.3M 0.712% | -$18.5K Sold | — 32.9K shares | 33.4K → 32.9K −$18.5K | -1.46% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.704% | +$3.5K Bought | — 19.0K shares | 19.0K → 19.0K +$3.5K | +0.28% | — — | Q2 2024 Held for 1y 5m | |
Medical - Healthcare Plans Healthcare | $1.2M 0.696% | +$182.3K Bought | 0.0% 3.5K shares | 3.0K → 3.5K +$182.3K | +17.51% | $312.73B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 0.65% | +$188.8K Bought | — 5.5K shares | 4.6K → 5.5K +$188.8K | +19.79% | — — | Q1 2024 Held for 1y 8m | |
Banks - Diversified Financial Services | $1.1M 0.648% | -$21.8K Sold | 0.0% 3.6K shares | 3.7K → 3.6K −$21.8K | -1.87% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $1.1M 0.639% | -$27.7K Sold | 0.0% 3.3K shares | 3.4K → 3.3K −$27.7K | -2.4% | $662.60B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 0.633% | -$92.7K Sold | — 16.4K shares | 17.8K → 16.4K −$92.7K | -7.69% | — — | Q4 2022 Held for 2y 11m | |
Rental & Leasing Services Industrials | $1.1M 0.619% | -$379.9K Sold | 0.002% 1.1K shares | 1.5K → 1.1K −$379.9K | -25.86% | $61.4B Large Cap | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $1.1M 0.616% | +$32.8K Bought | 0.0% 10.5K shares | 10.2K → 10.5K +$32.8K | +3.12% | $821.68B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.0M 0.584% | +$199.9K Bought | — 15.6K shares | 12.6K → 15.6K +$199.9K | +24.14% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $982.5K 0.559% | +$517.6K Bought | — 3.0K shares | 1.4K → 3.0K +$517.6K | +111.31% | — — | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $922.0K 0.524% | +$175.0K Bought | 0.0% 1.8K shares | 1.5K → 1.8K +$175.0K | +23.42% | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
Restaurants Consumer Cyclical | $873.0K 0.496% | -$4.9K Sold | 0.0% 2.9K shares | 2.9K → 2.9K −$4.9K | -0.55% | $216.86B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $869.7K 0.495% | -$21.1K Sold | — 1.8K shares | 1.9K → 1.8K −$21.1K | -2.37% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $722.4K 0.411% | +$27.0K Bought | — 6.0K shares | 5.8K → 6.0K +$27.0K | +3.89% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $703.1K 0.4% | -$141.5K Sold | — 15.1K shares | 18.1K → 15.1K −$141.5K | -16.75% | — — | Q4 2022 Held for 2y 11m | |
Household & Personal Products Consumer Defensive | $676.3K 0.385% | -$11.5K Sold | 0.0% 4.4K shares | 4.5K → 4.4K −$11.5K | -1.68% | $359.62B Mega Cap | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $636.2K 0.362% | +$10.8K Bought | 0.0% 12.3K shares | 12.1K → 12.3K +$10.8K | +1.73% | $382.12B Mega Cap | Q4 2022 Held for 2y 11m |
