Fund HoldingsSemus Wealth Partners LLC

Total Portfolio Value
$107.36M
Total Bought
$10.49M
Total Sold
$4.79M
Net Transaction
+$5.70M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
029,277+29,27707170.67%+717
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
019,910+19,91005270.49%+527
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
31,15151,960+20,8096841,0951.02%+410
SCHWAB STRATEGIC TR11,50417,049+5,5458621,2401.15%+378
NVIDIA CORPORATION(NVDA)3,8124,572+7601,6131,9891.85%+376
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
13,70021,965+8,2656631,0310.96%+368
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
09,016+9,01603460.32%+346
ALPHABET INC(GOOG)17,81018,573+7632,1322,4302.26%+299
ISHARES TR11,06212,124+1,0624,9315,2074.85%+276
VANGUARD INDEX FDS5,2396,421+1,1821,4821,7491.63%+266
BOSTON BEER INC(SAM)3,0503,05009411,1881.11%+247
NOVO-NORDISK A S(NVO)02,696+2,69602450.23%+245
ALPHABET INC(GOOG)19,00819,177+1692,2992,5282.36%+229
INTUIT(INTU)0430+43002200.20%+220
FIRST TR MORNINGSTAR DIVID L06,536+6,53602190.20%+219
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
55,47561,214+5,7393,0693,2793.05%+209
GLOBAL X FDS
S&P 500 COVERED
5,99311,169+5,1762464340.40%+188
ISHARES TR7,63110,998+3,3673735380.50%+165
MICROSOFT CORP(MSFT)9,60410,868+1,2643,2713,4313.20%+161
ELI LILLY & CO(LLY)1,7201,745+258079380.87%+131
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
5,1637,427+2,2642884000.37%+112
INVESCO QQQ TR2,4442,822+3789031,0110.94%+108
VANGUARD WORLD FDS
ENERGY ETF
5,7135,807+946457360.69%+91
SPDR S&P 500 ETF TR(SPY)4,3364,674+3381,9221,9981.86%+76
AMGEN INC(AMGN)1,4941,503+93324040.38%+72
AMPLIFY ETF TR32,16535,303+3,1381,1581,2261.14%+68
MASTERCARD INCORPORATED(MA)2,4132,564+1519491,0150.95%+66
UNITEDHEALTH GROUP INC(UNH)1,8751,909+349019620.90%+61
MERCADOLIBRE INC(MELI)714713-18469040.84%+58
EXXON MOBIL CORP4,2174,229+124524970.46%+45
VANGUARD WORLD FDS
INF TECH ETF
1,2761,462+1865646060.56%+42
CHEVRON CORP NEW(CVX)01,616+1,61602730.25%+273
META PLATFORMS INC(META)1,8311,881+505255650.53%+39
GLOBAL X FDS
NASDAQ 100 COVER
012,700+12,70002130.20%+213
ABBVIE INC(ABBV)2,1362,153+172883210.30%+33
GOLDMAN SACHS GROUP INC(GS)2,0352,097+626566780.63%+22
VANGUARD SPECIALIZED FUNDS01,537+1,53702390.22%+239
PEPSICO INC(PEP)1,4111,651+2402612800.26%+18
COMCAST CORP NEW(CCZ)7,8267,570-2563253360.31%+10
COSTCO WHSL CORP NEW(COST)0383+38302160.20%+216
BLACKROCK MULTI SECTOR INC T61,71161,736+258878930.83%+7
WALMART INC(WMT)3,3583,327-315285320.50%+4
ACCENTURE PLC IRELAND
SHS CLASS A
1,1491,161+123553570.33%+2
UNITED RENTALS INC(URI)1,4101,415+56286290.59%+1
VANGUARD INDEX FDS678703+252762760.26%0
CALAMOS CONV & HIGH INCOME F
COM SHS
011,162+11,16201250.12%+125
ALLSPRING MULTI SECTOR INCOM016,333+16,33301490.14%+149
SERVICENOW INC(NOW)594593-13343310.31%-2
VIRTUS CONVERTIBLE & INC FD010,431+10,4310290.03%+29
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
9,6199,61903433390.32%-4
JPMORGAN CHASE & CO(JPM)3,9313,901-305725660.53%-6
THERMO FISHER SCIENTIFIC INC(TMO)494491-32582490.23%-9
NIKE INC(NKE)2,7253,049+3243012920.27%-9
SALESFORCE INC(CRM)1,4221,434+123002910.27%-10
PALO ALTO NETWORKS INC(PANW)1,3101,383+733353240.30%-10
ADOBE INC(ADBE)0435+43502220.21%+222
EATON VANCE TAX-MANAGED GLOB
COM
32,23732,919+6822552430.23%-13
BANK AMERICA CORP11,91111,999+883423290.31%-13
CALAMOS STRATEGIC TOTAL RETU(CSQ)16,43016,272-1582422290.21%-13
AT&T INC(T)013,086+13,08601970.18%+197
HOME DEPOT INC(HD)1,003984-193112970.28%-14
ISHARES TR9,8139,81301,0109940.93%-15
BLACKROCK CR ALLOCATION INCO32,50032,385-1153303130.29%-16
PFIZER INC(PFE)13,55014,436+8864974790.45%-18
VISA INC(V)4,0354,083+489589390.87%-19
EATON VANCE ENHANCED EQUITY(EOS)25,89725,794-1034634430.41%-20
VANGUARD WORLD FDS
CONSUM DIS ETF
1,5061,507+14264060.38%-21
EATON VANCE TAX-MANAGED BUY-(ETV)012,917+12,91701550.14%+155
PIMCO CORPORATE & INCM STRG(PCN)31,75332,484+7314163950.37%-21
BLACKROCK CORE BD TR29,68829,541-1473162940.27%-22
MERCK & CO INC(MRK)3,5143,719+2054053830.36%-23
BLACKROCK INCOME TR INC30,99230,99203773530.33%-24
ARK ETF TR
INNOVATION ETF
05,055+5,05502010.19%+201
BERKSHIRE HATHAWAY INC DEL859759-1002932660.25%-27
BOEING CO(BA)1,2991,286-132742470.23%-28
TEKLA WORLD HEALTHCARE FD012,535+12,53501470.14%+147
BLACKROCK SCIENCE & TECHNOLO(BST)9,3049,257-473202910.27%-30
PROCTER AND GAMBLE CO(PG)5,9185,937+198988660.81%-32
CALAMOS DYNAMIC CONV & INCOM10,89310,896+32372030.19%-34
ISHARES TR3,0222,786-2362962620.24%-34
PIMCO CORPORATE & INCOME OPP(PTY)38,97539,120+1455465110.48%-34
EATON VANCE RISK-MANAGED DIV63,36063,310-505214860.45%-35
CISCO SYS INC(CSCO)10,0398,907-1,1325194790.45%-41
LOCKHEED MARTIN CORP(LMT)627606-212892480.23%-41
UNITED PARCEL SERVICE INC(UPS)1,7101,700-103072650.25%-42
DNP SELECT INCOME FD INC(DNP)33,81132,846-9653543130.29%-42
FORD MTR CO DEL(F)010,111+10,11101260.12%+126
CALAMOS CONV OPPORTUNITIES &(CHI)59,29959,041-2586646220.58%-42
WASTE MGMT INC DEL(WM)1,5371,474-632672250.21%-42
PIMCO INCOME STRATEGY FD83,53583,728+1936846420.60%-42
ISHARES TR4,2223,954-2683943510.33%-43
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
5,2234,260-9632652150.20%-50
PIMCO INCOME STRATEGY FD II80,37980,311-685805290.49%-50
BLACKROCK HEALTH SCIENCES TR13,17012,337-8335354830.45%-52
NETFLIX INC(NFLX)2,1252,330+2059368800.82%-56
REALTY INCOME CORP(O)4,3084,012-2962582000.19%-57
GUGGENHEIM STRATEGIC OPPORTU(GOF)61,26061,851+5919749150.85%-59
COCA COLA CO(KO)8,9598,401-5585404700.44%-69
VERIZON COMMUNICATIONS INC(VZ)9,0798,281-7983382680.25%-69
ISHARES TR3,2512,747-5043682960.28%-73
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