Fund HoldingsSemus Wealth Partners LLC

Total Portfolio Value
$129.52M
Total Bought
$21.59M
Total Sold
$10.81M
Net Transaction
+$10.78M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)0136,338+136,338028,71622.17%+28,716
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
059,489+59,48902,8792.22%+2,879
NVIDIA CORPORATION(NVDA)5,42957,123+51,6944,9067,0575.45%+2,151
GOLDMAN SACHS ETF TR
NASDA 100 ETF
10,31030,046+19,7364801,4431.11%+963
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
11,02530,091+19,0665181,4281.10%+910
ALPHABET INC(GOOG)20,60821,195+5873,1103,8612.98%+750
SPDR S&P 500 ETF TR(SPY)5,8966,846+9503,0843,7262.88%+642
ELI LILLY & CO(LLY)2,1102,437+3271,6422,2071.70%+565
ALPHABET INC(GOOG)17,71817,726+82,6983,2512.51%+554
TESLA INC(TSLA)017,195+17,19503,4032.63%+3,403
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
37,51045,924+8,4142,0352,5491.97%+514
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
12,56117,228+4,6678821,2951.00%+413
INVESCO QQQ TR04,440+4,44002,1271.64%+2,127
BLACKROCK ETF TRUST
ISHARES US LARG
012,112+12,11203580.28%+358
MICROSOFT CORP(MSFT)10,61210,712+1004,4654,7883.70%+323
AMAZON COM INC(AMZN)17,37717,871+4943,1343,4542.67%+319
ISHARES TR5,0617,896+2,8354277310.56%+303
NETFLIX INC(NFLX)2,6162,738+1221,5891,8481.43%+259
ISHARES INC
CORE MSCI EMKT
04,637+4,63702480.19%+248
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
04,002+4,00202340.18%+234
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
65,43278,309+12,8771,6021,8311.41%+229
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
04,896+4,89602270.18%+227
ISHARES INC
MSCI EMRG CHN
03,818+3,81802260.17%+226
UNITEDHEALTH GROUP INC(UNH)02,204+2,20401,1220.87%+1,122
BROADCOM INC(AVGO)0126+12602020.16%+202
ISHARES TR3,1905,188+1,9983315310.41%+200
PALO ALTO NETWORKS INC(PANW)1,8652,140+2755307250.56%+196
BERKSHIRE HATHAWAY INC DEL6531,018+3652754140.32%+140
GOLDMAN SACHS GROUP INC(GS)2,1672,292+1259051,0370.80%+131
META PLATFORMS INC(META)2,3472,506+1591,1401,2640.98%+124
BLACKROCK ETF TRUST
ISHARES US EQUIT
11,80913,352+1,5435246270.48%+102
MERCADOLIBRE INC(MELI)0717+71701,1780.91%+1,178
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
4,5015,206+7054255110.39%+86
ISHARES TR
MSCI USA QLT FCT
3,4583,784+3265686460.50%+78
AMGEN INC(AMGN)1,4231,496+734054670.36%+63
COSTCO WHSL CORP NEW(COST)311342+312282900.22%+62
BOSTON BEER INC(SAM)8311,031+2002533150.24%+62
WALMART INC(WMT)10,29310,022-2716196790.52%+59
ISHARES TR1,8662,037+1712523070.24%+55
VANECK ETF TRUST
SEMICONDUCTR ETF
1,1791,213+342653160.24%+51
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
051,842+51,84202,9382.27%+2,938
INTUITIVE SURGICAL INC766757-93063370.26%+31
SCHWAB CHARLES CORP(SCHW)3,3833,724+3412452740.21%+30
ISHARES TR1,6551,828+1733093330.26%+24
GRANITESHARES GOLD TR(BAR)034,574+34,57407940.61%+794
JPMORGAN CHASE & CO.(JPM)3,7793,843+647577770.60%+20
BANK AMERICA CORP10,90310,851-524134320.33%+18
ABBVIE INC(ABBV)2,1752,406+2313964130.32%+17
MASTERCARD INCORPORATED(MA)2,7353,009+2741,3171,3271.02%+10
LOCKHEED MARTIN CORP(LMT)546552+62482580.20%+9
SERVICENOW INC(NOW)542533-94134190.32%+6
EATON VANCE TAX-MANAGED GLOB
COM
31,96931,567-4022612670.21%+6
PEPSICO INC(PEP)1,6391,759+1202872900.22%+3
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
4,3324,370+382202220.17%+2
NEXTERA ENERGY INC(NEE)8,4357,629-8065395400.42%+1
SALESFORCE INC(CRM)1,5531,823+2704684690.36%+1
CALAMOS DYNAMIC CONV & INCOM10,35610,075-2812262260.17%0
VIRTUS CONVERTIBLE & INC FD11,22211,577+35534340.03%0
EATON VANCE TAX-MANAGED BUY-(ETV)12,35811,244-1,1141601540.12%-6
ISHARES TR
CORE UNIVRSL USD
11,85711,776-815415330.41%-8
FIRST TR MORNINGSTAR DIVID L6,1355,997-1382362270.18%-9
EATON VANCE ENHANCED EQUITY(EOS)018,777+18,77704090.32%+409
ISHARES TR3,4163,339-773353240.25%-10
VANGUARD INDEX FDS734684-503533420.26%-11
PFIZER INC(PFE)14,14613,525-6213933780.29%-14
CATERPILLAR INC(CAT)627639+122302130.16%-17
VANGUARD INDEX FDS01,734+1,73402780.21%+278
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
9,7139,896+1835225000.39%-22
PROCTER AND GAMBLE CO(PG)5,4905,266-2248918680.67%-22
WASTE MGMT INC DEL(WM)1,3451,235-1102872630.20%-23
VANGUARD WHITEHALL FDS03,348+3,34803970.31%+397
AT&T INC(T)14,91312,416-2,4972622370.18%-25
INTUIT(INTU)399355-442592330.18%-26
COCA COLA CO(KO)7,7607,041-7194754480.35%-27
THERMO FISHER SCIENTIFIC INC(TMO)401374-272332070.16%-27
BOEING CO(BA)01,401+1,40102550.20%+255
GLOBAL X FDS
NASDAQ 100 COVER
12,43210,564-1,8682231870.14%-36
AMPLIFY ETF TR34,13933,282-8571,3271,2880.99%-39
MCDONALDS CORP(MCD)02,805+2,80507150.55%+715
CISCO SYS INC(CSCO)8,8608,462-3984424020.31%-40
ADOBE INC(ADBE)753610-1433803390.26%-41
DNP SELECT INCOME FD INC(DNP)28,78426,471-2,3132612180.17%-43
BLACKROCK CR ALLOCATION INCO24,90920,765-4,1442662220.17%-44
CHEVRON CORP NEW(CVX)1,6441,374-2702592150.17%-44
ISHARES TR2,6742,349-3253292840.22%-45
PIMCO INCOME STRATEGY FD II057,584+57,58404130.32%+413
EATON VANCE RISK-MANAGED DIV61,23552,653-8,5825114620.36%-49
MERCK & CO INC(MRK)3,2043,017-1874233740.29%-49
ISHARES TR10,2129,687-5251,0621,0050.78%-57
CALAMOS STRATEGIC TOTAL RETU(CSQ)15,01011,166-3,8442461880.15%-58
BLACKROCK SCIENCE & TECHNOLO(BST)8,4656,718-1,7473132530.20%-60
GLOBAL X FDS
S&P 500 COVERED
10,6889,292-1,3964363760.29%-60
PIMCO CORPORATE & INCOME OPP(PTY)32,81229,830-2,9824884270.33%-61
CALAMOS CONV OPPORTUNITIES &(CHI)43,80937,422-6,3874974360.34%-62
BLACKROCK CORE BD TR018,300+18,30001950.15%+195
PIMCO CORPORATE & INCM STRG(PCN)28,40824,258-4,1503973200.25%-76
COMCAST CORP NEW(CCZ)7,2806,101-1,1793162390.18%-77
VANGUARD WORLD FD
INF TECH ETF
0769+76904430.34%+443
VANGUARD INDEX FDS03,050+3,05001,1410.88%+1,141
HOME DEPOT INC(HD)1,049892-1574023070.24%-95
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