Semus Wealth Partners LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$130M
Signature - Title
Helen Semus - CEO
Location
150 E Palmetto Park Road, Penthouse Suite 800, Boca Raton, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 115 $130M +$17.3M -$10.7M +$6.69M AAPL, NVDA, MSFT, IVV, GOOGL 13F-HR 7/31/2024, 04:49 PM
Q1 2024 127 $119M +$8.61M -$16.7M -$8.11M AAPL, IVV, NVDA, MSFT, AMZN 13F-HR 5/7/2024, 04:56 PM
Q4 2023 129 $122M +$10.5M -$5.87M +$4.59M AAPL, IVV, MSFT, TSLA, JEPI 13F-HR 1/23/2024, 04:55 PM
Q3 2023 122 $107M +$6.96M -$3.42M +$3.54M AAPL, IVV, TSLA, AMZN, MSFT 13F-HR 10/31/2023, 03:43 PM
Q2 2023 117 $109M +$9.54M -$1.12M +$8.42M AAPL, IVV, TSLA, AMZN, SCHD 13F-HR 8/1/2023, 02:45 PM
Q1 2023 110 $93M +$4.94M -$2.9M +$2.04M AAPL, IVV, SCHD, TSLA, AMZN 13F-HR 4/24/2023, 04:42 PM
Q4 2022 108 $82.3M AAPL, IVV, SCHD, AMZN, MSFT 13F-HR 2/8/2023, 07:11 AM