Semus Wealth Partners LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$154.2B
Holdings
113
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 137,936 | $28.3B | 18.35% | |
| 2 | NVDANVIDIA CORPORATION | 47,430 | $7.5B | 4.86% | |
| 3 | MSFTMICROSOFT CORP | 12,545 | $6.2B | 4.05% | |
| 4 | IVVISHARES TR | 7,926 | $4.9B | 3.19% | |
| 5 | AMZNAMAZON COM INC | 20,289 | $4.5B | 2.89% | |
| 6 | SPYSPDR S&P 500 ETF TR | 6,749 | $4.2B | 2.70% | |
| 7 | TSLATESLA INC | 12,669 | $4.0B | 2.61% | |
| 8 | GOOGLALPHABET INC | 22,523 | $4.0B | 2.57% | |
| 9 | JEPIJ P MORGAN EXCHANGE TRADED F | 65,202 | $3.7B | 2.40% | |
| 10 | JEPQJ P MORGAN EXCHANGE TRADED F | 67,689 | $3.7B | 2.39% | |
| 11 | GOOGALPHABET INC | 18,720 | $3.3B | 2.15% | |
| 12 | FJANFIRST TR EXCHNG TRADED FD VI | 69,524 | $3.3B | 2.14% | |
| 13 | LLYELI LILLY & CO | 4,003 | $3.1B | 2.02% | |
| 14 | GPIQGOLDMAN SACHS ETF TR | 59,492 | $3.0B | 1.92% | |
| 15 | RDVIFIRST TR EXCHANGE-TRADED FD | 119,335 | $2.9B | 1.91% | |
| 16 | GPIXGOLDMAN SACHS ETF TR | 55,982 | $2.8B | 1.81% | |
| 17 | NDQINVESCO QQQ TR | 5,040 | $2.8B | 1.80% | |
| 18 | NFLXNETFLIX INC | 2,063 | $2.8B | 1.79% | |
| 19 | METAMETA PLATFORMS INC | 3,398 | $2.5B | 1.63% | |
| 20 | JGROJ P MORGAN EXCHANGE TRADED F | 23,269 | $2.0B | 1.30% | |
| 21 | MLB1MERCADOLIBRE INC | 749 | $2.0B | 1.27% | |
| 22 | BALIBLACKROCK ETF TRUST | 62,434 | $1.9B | 1.22% | |
| 23 | MAMASTERCARD INCORPORATED | 3,315 | $1.9B | 1.21% | |
| 24 | GSGOLDMAN SACHS GROUP INC | 2,627 | $1.9B | 1.21% | |
| 25 | AVGOBROADCOM INC | 5,393 | $1.5B | 0.96% | |
| 26 | JNJJOHNSON & JOHNSON | 9,696 | $1.5B | 0.96% | |
| 27 | DYNFBLACKROCK ETF TRUST | 26,245 | $1.4B | 0.93% | |
| 28 | DIVOAMPLIFY ETF TR | 33,490 | $1.4B | 0.92% | |
| 29 | SCHDSCHWAB STRATEGIC TR | 51,033 | $1.4B | 0.88% | |
| 30 | QUALISHARES TR | 6,657 | $1.2B | 0.79% | |
| 31 | VVISA INC | 3,375 | $1.2B | 0.78% | |
| 32 | HELOJ P MORGAN EXCHANGE TRADED F | 18,980 | $1.2B | 0.77% | |
| 33 | URIUNITED RENTALS INC | 1,539 | $1.2B | 0.75% | |
| 34 | IVWISHARES TR | 10,373 | $1.1B | 0.74% | |
| 35 | EFVISHARES TR | 17,772 | $1.1B | 0.73% | |
| 36 | BARGRANITESHARES GOLD TR | 33,384 | $1.1B | 0.71% | |
| 37 | JPMJPMORGAN CHASE & CO. | 3,683 | $1.1B | 0.69% | |
| 38 | WMTWALMART INC | 10,194 | $996.8M | 0.65% | |
| 39 | UNHUNITEDHEALTH GROUP INC | 3,016 | $941.1M | 0.61% | |
| 40 | IVEISHARES TR | 4,619 | $902.7M | 0.59% | |
| 41 | FFEBFIRST TR EXCHNG TRADED FD VI | 16,426 | $860.9M | 0.56% | |
| 42 | MCDMCDONALDS CORP | 2,889 | $844.1M | 0.55% | |
| 43 | IUSBISHARES TR | 18,081 | $835.9M | 0.54% | |
| 44 | VUGVANGUARD INDEX FDS | 1,857 | $814.1M | 0.53% | |
| 45 | IEMGISHARES INC | 12,559 | $753.9M | 0.49% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,486 | $721.9M | 0.47% | |
| 47 | PGPROCTER AND GAMBLE CO | 4,476 | $713.1M | 0.46% | |
| 48 | BBUSJ P MORGAN EXCHANGE TRADED F | 5,763 | $645.0M | 0.42% | |
| 49 | PANWPALO ALTO NETWORKS INC | 2,814 | $575.9M | 0.37% | |
| 50 | BACBANK AMERICA CORP | 12,123 | $573.7M | 0.37% | |
| 51 | MRKMERCK & CO INC | 6,862 | $543.2M | 0.35% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 548 | $542.2M | 0.35% | |
| 53 | CMGCHIPOTLE MEXICAN GRILL INC | 9,170 | $514.9M | 0.33% | |
| 54 | CRMSALESFORCE INC | 1,884 | $513.6M | 0.33% | |
| 55 | KNGFIRST TR EXCHANGE-TRADED FD | 10,308 | $506.1M | 0.33% | |
| 56 | KOCOCA COLA CO | 7,139 | $505.1M | 0.33% | |
| 57 | VGTVANGUARD WORLD FD | 727 | $482.0M | 0.31% | |
| 58 | NOWSERVICENOW INC | 467 | $480.1M | 0.31% | |
| 59 | EFGISHARES TR | 4,279 | $479.2M | 0.31% | |
| 60 | NEENEXTERA ENERGY INC | 6,770 | $470.0M | 0.30% | |
| 61 | UTGREAVES UTIL INCOME FD | 12,809 | $463.4M | 0.30% | |
| 62 | VYMVANGUARD WHITEHALL FDS | 3,421 | $456.1M | 0.30% | |
| 63 | ABBVABBVIE INC | 2,450 | $454.8M | 0.29% | |
| 64 | THROBLACKROCK ETF TRUST | 12,572 | $447.3M | 0.29% | |
| 65 | FSEPFIRST TR EXCHNG TRADED FD VI | 9,070 | $435.4M | 0.28% | |
| 66 | OEFISHARES TR | 1,397 | $425.2M | 0.28% | |
| 67 | FOCTFIRST TR EXCHNG TRADED FD VI | 9,234 | $413.4M | 0.27% | |
| 68 | CSCOCISCO SYS INC | 5,938 | $412.0M | 0.27% | |
| 69 | AMGNAMGEN INC | 1,474 | $411.6M | 0.27% | |
| 70 | SCHWSCHWAB CHARLES CORP | 4,267 | $389.4M | 0.25% | |
| 71 | LMTLOCKHEED MARTIN CORP | 834 | $386.3M | 0.25% | |
| 72 | BITBLACKROCK MULTI SECTOR INC T | 26,118 | $381.3M | 0.25% | |
| 73 | XOMEXXON MOBIL CORP | 3,513 | $378.7M | 0.25% | |
| 74 | IYWISHARES TR | 2,160 | $374.3M | 0.24% | |
| 75 | AGGISHARES TR | 3,578 | $355.0M | 0.23% | |
| 76 | VOOVANGUARD INDEX FDS | 622 | $353.1M | 0.23% | |
| 77 | ISRGINTUITIVE SURGICAL INC | 649 | $352.7M | 0.23% | |
| 78 | ASMLASML HOLDING N V | 411 | $329.4M | 0.21% | |
| 79 | MTUMISHARES TR | 1,306 | $313.9M | 0.20% | |
| 80 | GOFGUGGENHEIM STRATEGIC OPPORTU | 21,028 | $313.1M | 0.20% | |
| 81 | FDLFIRST TR EXCHANGE-TRADED FD | 7,325 | $306.7M | 0.20% | |
| 82 | XEXGXEATON VANCE TAX-MANAGED GLOB | 34,641 | $303.1M | 0.20% | |
| 83 | TLHISHARES TR | 2,917 | $296.4M | 0.19% | |
| 84 | CAFXPROFESIONALLY MANAGED PORTFO | 11,861 | $295.8M | 0.19% | |
| 85 | GEGE AEROSPACE | 1,123 | $289.2M | 0.19% | |
| 86 | VTVVANGUARD INDEX FDS | 1,610 | $284.6M | 0.18% | |
| 87 | SMHVANECK ETF TRUST | 1,017 | $283.7M | 0.18% | |
| 88 | IAU*ISHARES GOLD TR | 4,534 | $282.7M | 0.18% | |
| 89 | DISDISNEY WALT CO | 2,233 | $276.9M | 0.18% | |
| 90 | ORCLORACLE CORP | 1,239 | $270.8M | 0.18% | |
| 91 | EOSEATON VANCE ENHANCED EQUITY | 11,159 | $270.2M | 0.18% | |
| 92 | JIREJ P MORGAN EXCHANGE TRADED F | 3,795 | $268.6M | 0.17% | |
| 93 | JCPBJ P MORGAN EXCHANGE TRADED F | 5,650 | $265.9M | 0.17% | |
| 94 | PFEPFIZER INC | 10,921 | $264.7M | 0.17% | |
| 95 | PEPPEPSICO INC | 1,952 | $257.8M | 0.17% | |
| 96 | ETJEATON VANCE RISK-MANAGED DIV | 28,138 | $254.4M | 0.16% | |
| 97 | TAT&T INC | 8,706 | $251.9M | 0.16% | |
| 98 | HDHOME DEPOT INC | 683 | $250.4M | 0.16% | |
| 99 | VSTVISTRA CORP | 1,250 | $242.3M | 0.16% | |
| 100 | DUKDUKE ENERGY CORP NEW | 1,946 | $229.6M | 0.15% |
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