Fund HoldingsSemus Wealth Partners LLC

Total Portfolio Value
$154.20M
Total Bought
$17.81M
Total Sold
$12.96M
Net Transaction
+$4.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
GOLDMAN SACHS ETF TR
NASDA 100 ETF
059,492+59,49202,9631.92%+2,963
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
055,982+55,98202,7891.81%+2,789
NVIDIA CORPORATION(NVDA)047,430+47,43007,4934.86%+7,493
MICROSOFT CORP(MSFT)012,545+12,54506,2404.05%+6,240
AMAZON COM INC(AMZN)020,289+20,28904,4512.89%+4,451
TESLA INC(TSLA)012,669+12,66904,0242.61%+4,024
META PLATFORMS INC(META)3,2573,398+1411,8772,5081.63%+631
BROADCOM INC(AVGO)05,393+5,39301,4870.96%+1,487
ALPHABET INC(GOOG)022,523+22,52303,9692.57%+3,969
BLACKROCK ETF TRUST
ISHA US THEM ETF
012,572+12,57204470.29%+447
ISHARES TR12,07517,772+5,6977121,1280.73%+416
INVESCO QQQ TR05,040+5,04002,7801.80%+2,780
GOLDMAN SACHS GROUP INC(GS)2,6722,627-451,4601,8601.21%+400
ISHARES INC
CORE MSCI EMKT
6,89212,559+5,6673727540.49%+382
NETFLIX INC(NFLX)2,6002,063-5372,4252,7631.79%+338
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
65,01967,689+2,6703,3673,6822.39%+316
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
22,93323,269+3361,6922,0031.30%+311
MERCADOLIBRE INC(MELI)849749-1001,6561,9581.27%+301
ALPHABET INC(GOOG)018,720+18,72003,3212.15%+3,321
GE AEROSPACE(GE)01,123+1,12302890.19%+289
SPDR S&P 500 ETF TR(SPY)06,749+6,74904,1702.70%+4,170
ORACLE CORP(ORCL)01,239+1,23902710.18%+271
VISTRA CORP(VST)01,250+1,25002420.16%+242
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
69,52469,52403,0833,3062.14%+222
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
115,354119,335+3,9812,7362,9491.91%+213
KKR & CO INC(KKR)01,553+1,55302070.13%+207
VANGUARD WORLD FD
INF TECH ETF
0727+72704820.31%+482
BLACKROCK ETF TRUST
ISHARES US EQUIT
25,73326,245+5121,2551,4290.93%+175
JPMORGAN CHASE & CO.(JPM)3,6643,683+198991,0680.69%+169
ISHARES TR3,8514,619+7687349030.59%+169
ISHARES TR9521,397+4452584250.28%+167
BERKSHIRE HATHAWAY INC DEL1,0571,486+4295637220.47%+159
BLACKROCK ETF TRUST
ISHARES US LARG
59,92662,434+2,5081,7251,8801.22%+155
ISHARES TR2,3183,578+1,2602293550.23%+126
ISHARES TR
MSCI USA QLT FCT
6,4626,657+1951,1041,2170.79%+113
BANK AMERICA CORP11,14412,123+9794655740.37%+109
WALMART INC(WMT)10,13710,194+578909970.65%+107
SERVICENOW INC(NOW)0467+46704800.31%+480
ISHARES TR11,28310,373-9101,0471,1420.74%+95
MERCK & CO INC(MRK)5,0396,862+1,8234525430.35%+91
MASTERCARD INCORPORATED(MA)3,2373,315+781,7741,8631.21%+89
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
18,41718,980+5631,0991,1880.77%+89
ELI LILLY & CO(LLY)3,6714,003+3323,0323,1202.02%+88
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
63,39965,202+1,8033,6233,7072.40%+84
UNITED RENTALS INC(URI)1,7351,539-1961,0871,1590.75%+72
AMPLIFY ETF TR33,20033,490+2901,3541,4250.92%+71
DISNEY WALT CO(DIS)2,0932,233+1402072770.18%+70
VANECK ETF TRUST
SEMICONDUCTR ETF
01,017+1,01702840.18%+284
URANIUM ENERGY CORP(UEC)010,000+10,0000680.04%+68
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
3,2013,795+5942042690.17%+65
GRANITESHARES GOLD TR(BAR)33,38433,38401,0301,0900.71%+60
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
16,42616,42608018610.56%+59
CHIPOTLE MEXICAN GRILL INC(CMG)9,1159,170+554585150.33%+57
ASML HOLDING N V
N Y REGISTRY SHS
412411-12733290.21%+56
CISCO SYS INC(CSCO)5,8955,938+433644120.27%+48
ISHARES TR
MSCI USA MMENTM
1,3151,306-92663140.20%+48
SCHWAB CHARLES CORP(SCHW)4,4554,267-1883493890.25%+41
VANGUARD INDEX FDS2,1021,857-2457798140.53%+35
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
9,0709,07004044350.28%+31
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
9,2349,23403834130.27%+30
INTUITIVE SURGICAL INC652649-33233530.23%+30
EATON VANCE TAX-MANAGED GLOB
COM
33,84234,641+7992753030.20%+28
ISHARES TR2,6112,917+3062712960.19%+25
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
6,1625,763-3996226450.42%+23
COSTCO WHSL CORP NEW(COST)550548-25205420.35%+22
ISHARES TR04,279+4,27904790.31%+479
ISHARES TR2,5202,160-3603543740.24%+20
EATON VANCE RISK-MANAGED DIV27,93528,138+2032362540.16%+18
ISHARES TR
CORE UNIVRSL USD
17,74918,081+3328188360.54%+18
REAVES UTIL INCOME FD(UTG)13,69212,809-8834464630.30%+18
VANGUARD WHITEHALL FDS3,4043,421+174394560.30%+17
LOCKHEED MARTIN CORP(LMT)829834+53703860.25%+16
SALESFORCE INC(CRM)1,8571,884+274985140.33%+15
EATON VANCE ENHANCED EQUITY(EOS)12,10811,159-9492552700.18%+15
PFIZER INC(PFE)10,01910,921+9022542650.17%+11
FORD MTR CO(F)10,73410,889+1551081180.08%+10
AT&T INC(T)8,6198,706+872442520.16%+8
PROFESIONALLY MANAGED PORTFO
CONGR BD ETF
11,64011,861+2212892960.19%+7
VANGUARD INDEX FDS1,6101,61002782850.18%+6
COCA COLA CO(KO)6,9797,139+1605005050.33%+5
FIRST TR EXCHANGE-TRADED FD6,9597,325+3663023070.20%+4
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
4,4114,445+342242260.15%+2
CALAMOS CONV OPPORTUNITIES &(CHI)21,29819,335-1,9632042030.13%-1
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
5,6745,650-242672660.17%-1
DNP SELECT INCOME FD INC(DNP)13,75213,75201361350.09%-1
WASTE MGMT INC DEL(WM)953956+32212190.14%-2
PIMCO INCOME STRATEGY FD II24,48724,548+611851810.12%-3
COMCAST CORP NEW(CCZ)5,5775,627+502062010.13%-5
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
10,14110,308+1675125060.33%-6
NEXTERA ENERGY INC(NEE)6,7226,770+484774700.30%-7
PIMCO CORPORATE & INCOME OPP(PTY)14,80314,851+482142070.13%-7
VISA INC(V)3,4493,375-741,2091,1980.78%-10
VANGUARD INDEX FDS712622-903663530.23%-13
BLACKROCK MULTI SECTOR INC T27,35826,118-1,2403963810.25%-15
DUKE ENERGY CORP NEW(DUK)2,0041,946-582442300.15%-15
PIMCO INCOME STRATEGY FD19,53118,111-1,4201681510.10%-17
PIMCO CORPORATE & INCM STRG(PCN)13,54813,176-3721851670.11%-18
HOME DEPOT INC(HD)746683-632732500.16%-23
ISHARES GOLD TR(IAU)5,2284,534-6943082830.18%-26
GUGGENHEIM STRATEGIC OPPORTU(GOF)21,82621,028-7983403130.20%-27
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