Fund HoldingsSemus Wealth Partners LLC

Total Portfolio Value
$185.64M
Total Bought
$16.28M
Total Sold
$10.52M
Net Transaction
+$5.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
BLACKROCK ETF TRUST
ISHARES US LARG
083,905+83,90502,6581.43%+2,658
APPLE INC(AAPL)138,292138,029-26335,21337,52520.21%+2,311
ALPHABET INC(GOOG)22,39422,461+675,4447,0303.79%+1,586
ELI LILLY & CO(LLY)4,3944,426+323,3524,7572.56%+1,404
ALPHABET INC(GOOG)18,57618,698+1224,5245,8683.16%+1,343
ORACLE CORP(ORCL)1,6166,482+4,8664551,2630.68%+809
ISHARES TR
CORE UNIVRSL USD
012,859+12,85905980.32%+598
ISHARES TR5,5337,839+2,3061,1431,6620.90%+520
GOLDMAN SACHS ETF TR
NASDA 100 ETF
77,41386,054+8,6414,0614,5502.45%+489
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
73,33481,723+8,3893,8304,3152.32%+485
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
08,388+8,38803730.20%+373
AMAZON COM INC(AMZN)20,50920,995+4864,5034,8462.61%+343
ISHARES INC
CORE MSCI EMKT
15,59120,159+4,5681,0281,3550.73%+327
SPDR GOLD TR(GLD)0688+68802730.15%+273
THERMO FISHER SCIENTIFIC INC(TMO)0422+42202440.13%+244
CARVANA CO(CVNA)0554+55402340.13%+234
BOEING CO(BA)01,011+1,01102200.12%+220
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
03,989+3,98902160.12%+216
BROADCOM INC(AVGO)5,6335,990+3571,8582,0731.12%+215
MORGAN STANLEY(MS)01,137+1,13702020.11%+202
JOHNSON & JOHNSON(JNJ)8,5088,594+861,5781,7790.96%+201
GOLDMAN SACHS GROUP INC(GS)02,166+2,16601,9041.03%+1,904
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
139,190144,421+5,2313,5983,7902.04%+192
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
76,06478,467+2,4034,3754,5612.46%+185
MICRON TECHNOLOGY INC(MU)1,4861,487+12494250.23%+176
ISHARES TR
MSCI USA MMENTM
1,4722,160+6883775410.29%+163
BLACKROCK ETF TRUST
ISHARES US EQUIT
36,38337,969+1,5862,1542,3091.24%+155
GRANITESHARES GOLD TR(BAR)32,89732,844-531,2521,3960.75%+143
MERCK & CO INC(MRK)6,4556,510+555426850.37%+143
ISHARES TR7,9998,006+75,3545,4842.95%+130
LOCKHEED MARTIN CORP(LMT)1,1481,453+3055737030.38%+129
ISHARES TR2,9523,222+2709831,1050.60%+123
SPDR S&P 500 ETF TR(SPY)6,6186,632+144,4094,5232.44%+114
ISHARES TR11,10611,589+4831,3411,4280.77%+88
WALMART INC(WMT)10,51210,499-131,0831,1700.63%+86
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
82,62082,62004,2894,3752.36%+86
AMGEN INC(AMGN)1,4401,449+94064740.26%+68
ASML HOLDING N V
N Y REGISTRY SHS
649639-106286840.37%+55
ISHARES TR1,2501,465+2152623150.17%+53
CISCO SYS INC(CSCO)5,7325,765+333924440.24%+52
SALESFORCE INC(CRM)2,1802,142-385175670.31%+51
BLACKROCK ETF TRUST
ISHA US THEM ETF
14,56315,522+9595515990.32%+47
BLACKROCK ETF TRUST
ISHA I IN TE ETF
16,12717,947+1,8205515980.32%+47
VISA INC(V)03,339+3,33901,1710.63%+1,171
CATERPILLAR INC(CAT)454455+12172610.14%+44
ISHARES GOLD TR(IAU)5,5605,456-1044054430.24%+38
VANECK ETF TRUST
SEMICONDUCTR ETF
1,0171,019+23323670.20%+35
MASTERCARD INCORPORATED(MA)3,3203,367+471,8881,9221.04%+34
CITIGROUP INC(C)2,0322,043+112062380.13%+32
TESLA INC(TSLA)12,30212,236-665,4715,5032.96%+32
COCA COLA CO(KO)7,0597,145+864684990.27%+31
BANK AMERICA CORP12,33312,136-1976366680.36%+31
JPMORGAN CHASE & CO.(JPM)3,6143,629+151,1401,1690.63%+29
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
19,03419,066+321,2371,2670.68%+29
AMPLIFY ETF TR30,98431,654+6701,3811,4090.76%+28
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
23,18623,18601,2691,2960.70%+27
BERKSHIRE HATHAWAY INC DEL1,8341,889+559229500.51%+27
NEXTERA ENERGY INC(NEE)6,0065,946-604534770.26%+24
EATON VANCE TAX-MANAGED GLOB
COM
35,41336,167+7543223450.19%+22
SCHWAB STRATEGIC TR50,55950,970+4111,3801,3980.75%+18
INTUITIVE SURGICAL INC0476+47602700.15%+270
GE AEROSPACE(GE)1,1281,156+283393560.19%+17
VANGUARD INDEX FDS1,8131,816+38708860.48%+16
VANGUARD WHITEHALL FDS3,6933,710+175215320.29%+12
INTERNATIONAL BUSINESS MACHS(IBM)755757+22132240.12%+11
KKR & CO INC(KKR)1,7161,836+1202232340.13%+11
FIRST TR EXCHANGE-TRADED FD7,4647,549+853243350.18%+11
VANGUARD INDEX FDS1,5651,578+132923010.16%+9
ISHARES TR16,40615,663-7431,1131,1190.60%+6
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
5,0124,988-243693730.20%+5
DISNEY WALT CO(DIS)2,2012,239+382522550.14%+3
ISHARES TR1,6831,699+162392400.13%+1
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
5,8765,893+172792790.15%-0
PIMCO INCOME STRATEGY FD10,19010,190087860.05%-1
PEPSICO INC(PEP)1,8351,778-572582550.14%-3
ABBVIE INC(ABBV)2,4892,500+115765710.31%-5
MCDONALDS CORP(MCD)2,8732,840-338738680.47%-5
VANGUARD INDEX FDS546524-223343290.18%-5
PFIZER INC(PFE)11,02010,996-242812740.15%-7
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
4,4764,307-1692282190.12%-9
DUKE ENERGY CORP NEW(DUK)1,8861,903+172332230.12%-10
URANIUM ENERGY CORP(UEC)10,00010,00001331170.06%-17
SCHWAB CHARLES CORP(SCHW)4,2813,912-3694093910.21%-18
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
72,82472,293-5314,1584,1382.23%-20
META PLATFORMS INC(META)3,3783,727+3492,4812,4601.33%-21
EATON VANCE RISK-MANAGED DIV016,428+16,42801450.08%+145
BWX TECHNOLOGIES INC(BWXT)1,9731,97303643410.18%-23
VANGUARD WORLD FD
INF TECH ETF
612568-444574280.23%-29
AT&T INC(T)8,6608,541-1192452120.11%-32
EXXON MOBIL CORP3,5022,983-5193953590.19%-36
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
23,78623,638-1482,2302,1941.18%-36
PROCTER AND GAMBLE CO(PG)4,4014,429+286766350.34%-42
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
9,2118,372-8394544110.22%-43
VISTRA CORP(VST)1,2491,24902452020.11%-43
KRATOS DEFENSE & SEC SOLUTIO(KTOS)3,0003,00002742280.12%-46
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
5,9875,428-5597226690.36%-53
PALO ALTO NETWORKS INC(PANW)2,7522,75205605070.27%-53
SERVICENOW INC(NOW)4892,580+2,0914503950.21%-55
CALAMOS CONV OPPORTUNITIES &(CHI)16,48011,228-5,2521781180.06%-60
BLACKROCK MULTI SECTOR INC T014,241+14,24101860.10%+186
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