Semus Wealth Partners LLC Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$154.2M

Holdings

113

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (113 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	137,936	$28.3M	18.35%
2	NVDANVIDIA CORPORATION	47,430	$7.5M	4.86%
3	MSFTMICROSOFT CORP	12,545	$6.2M	4.05%
4	IVVISHARES TR	7,926	$4.9M	3.19%
5	AMZNAMAZON COM INC	20,289	$4.5M	2.89%
6	SPYSPDR S&P 500 ETF TR	6,749	$4.2M	2.70%
7	TSLATESLA INC	12,669	$4.0M	2.61%
8	GOOGLALPHABET INC	22,523	$4.0M	2.57%
9	JEPIJ P MORGAN EXCHANGE TRADED F	65,202	$3.7M	2.40%
10	JEPQJ P MORGAN EXCHANGE TRADED F	67,689	$3.7M	2.39%
11	GOOGALPHABET INC	18,720	$3.3M	2.15%
12	FJANFIRST TR EXCHNG TRADED FD VI	69,524	$3.3M	2.14%
13	LLYELI LILLY & CO	4,003	$3.1M	2.02%
14	GPIQGOLDMAN SACHS ETF TR	59,492	$3.0M	1.92%
15	RDVIFIRST TR EXCHANGE-TRADED FD	119,335	$2.9M	1.91%
16	GPIXGOLDMAN SACHS ETF TR	55,982	$2.8M	1.81%
17	NDQINVESCO QQQ TR	5,040	$2.8M	1.80%
18	NFLXNETFLIX INC	2,063	$2.8M	1.79%
19	METAMETA PLATFORMS INC	3,398	$2.5M	1.63%
20	JGROJ P MORGAN EXCHANGE TRADED F	23,269	$2.0M	1.30%
21	MLB1MERCADOLIBRE INC	749	$2.0M	1.27%
22	BALIBLACKROCK ETF TRUST	62,434	$1.9M	1.22%
23	MAMASTERCARD INCORPORATED	3,315	$1.9M	1.21%
24	GSGOLDMAN SACHS GROUP INC	2,627	$1.9M	1.21%
25	AVGOBROADCOM INC	5,393	$1.5M	0.96%
26	JNJJOHNSON & JOHNSON	9,696	$1.5M	0.96%
27	DYNFBLACKROCK ETF TRUST	26,245	$1.4M	0.93%
28	DIVOAMPLIFY ETF TR	33,490	$1.4M	0.92%
29	SCHDSCHWAB STRATEGIC TR	51,033	$1.4M	0.88%
30	QUALISHARES TR	6,657	$1.2M	0.79%
31	VVISA INC	3,375	$1.2M	0.78%
32	HELOJ P MORGAN EXCHANGE TRADED F	18,980	$1.2M	0.77%
33	URIUNITED RENTALS INC	1,539	$1.2M	0.75%
34	IVWISHARES TR	10,373	$1.1M	0.74%
35	EFVISHARES TR	17,772	$1.1M	0.73%
36	BARGRANITESHARES GOLD TR	33,384	$1.1M	0.71%
37	JPMJPMORGAN CHASE & CO.	3,683	$1.1M	0.69%
38	WMTWALMART INC	10,194	$997K	0.65%
39	UNHUNITEDHEALTH GROUP INC	3,016	$941K	0.61%
40	IVEISHARES TR	4,619	$903K	0.59%
41	FFEBFIRST TR EXCHNG TRADED FD VI	16,426	$861K	0.56%
42	MCDMCDONALDS CORP	2,889	$844K	0.55%
43	IUSBISHARES TR	18,081	$836K	0.54%
44	VUGVANGUARD INDEX FDS	1,857	$814K	0.53%
45	IEMGISHARES INC	12,559	$754K	0.49%
46	BRK/BBERKSHIRE HATHAWAY INC DEL	1,486	$722K	0.47%
47	PGPROCTER AND GAMBLE CO	4,476	$713K	0.46%
48	BBUSJ P MORGAN EXCHANGE TRADED F	5,763	$645K	0.42%
49	PANWPALO ALTO NETWORKS INC	2,814	$576K	0.37%
50	BACBANK AMERICA CORP	12,123	$574K	0.37%
51	MRKMERCK & CO INC	6,862	$543K	0.35%
52	COSTCOSTCO WHSL CORP NEW	548	$542K	0.35%
53	CMGCHIPOTLE MEXICAN GRILL INC	9,170	$515K	0.33%
54	CRMSALESFORCE INC	1,884	$514K	0.33%
55	KNGFIRST TR EXCHANGE-TRADED FD	10,308	$506K	0.33%
56	KOCOCA COLA CO	7,139	$505K	0.33%
57	VGTVANGUARD WORLD FD	727	$482K	0.31%
58	NOWSERVICENOW INC	467	$480K	0.31%
59	EFGISHARES TR	4,279	$479K	0.31%
60	NEENEXTERA ENERGY INC	6,770	$470K	0.30%
61	UTGREAVES UTIL INCOME FD	12,809	$463K	0.30%
62	VYMVANGUARD WHITEHALL FDS	3,421	$456K	0.30%
63	ABBVABBVIE INC	2,450	$455K	0.29%
64	THROBLACKROCK ETF TRUST	12,572	$447K	0.29%
65	FSEPFIRST TR EXCHNG TRADED FD VI	9,070	$435K	0.28%
66	OEFISHARES TR	1,397	$425K	0.28%
67	FOCTFIRST TR EXCHNG TRADED FD VI	9,234	$413K	0.27%
68	CSCOCISCO SYS INC	5,938	$412K	0.27%
69	AMGNAMGEN INC	1,474	$412K	0.27%
70	SCHWSCHWAB CHARLES CORP	4,267	$389K	0.25%
71	LMTLOCKHEED MARTIN CORP	834	$386K	0.25%
72	BITBLACKROCK MULTI SECTOR INC T	26,118	$381K	0.25%
73	XOMEXXON MOBIL CORP	3,513	$379K	0.25%
74	IYWISHARES TR	2,160	$374K	0.24%
75	AGGISHARES TR	3,578	$355K	0.23%
76	VOOVANGUARD INDEX FDS	622	$353K	0.23%
77	ISRGINTUITIVE SURGICAL INC	649	$353K	0.23%
78	ASMLASML HOLDING N V	411	$329K	0.21%
79	MTUMISHARES TR	1,306	$314K	0.20%
80	GOFGUGGENHEIM STRATEGIC OPPORTU	21,028	$313K	0.20%
81	FDLFIRST TR EXCHANGE-TRADED FD	7,325	$307K	0.20%
82	XEXGXEATON VANCE TAX-MANAGED GLOB	34,641	$303K	0.20%
83	TLHISHARES TR	2,917	$296K	0.19%
84	CAFXPROFESIONALLY MANAGED PORTFO	11,861	$296K	0.19%
85	GEGE AEROSPACE	1,123	$289K	0.19%
86	VTVVANGUARD INDEX FDS	1,610	$285K	0.18%
87	SMHVANECK ETF TRUST	1,017	$284K	0.18%
88	IAU*ISHARES GOLD TR	4,534	$283K	0.18%
89	DISDISNEY WALT CO	2,233	$277K	0.18%
90	ORCLORACLE CORP	1,239	$271K	0.18%
91	EOSEATON VANCE ENHANCED EQUITY	11,159	$270K	0.18%
92	JIREJ P MORGAN EXCHANGE TRADED F	3,795	$269K	0.17%
93	JCPBJ P MORGAN EXCHANGE TRADED F	5,650	$266K	0.17%
94	PFEPFIZER INC	10,921	$265K	0.17%
95	PEPPEPSICO INC	1,952	$258K	0.17%
96	ETJEATON VANCE RISK-MANAGED DIV	28,138	$254K	0.16%
97	TAT&T INC	8,706	$252K	0.16%
98	HDHOME DEPOT INC	683	$250K	0.16%
99	VSTVISTRA CORP	1,250	$242K	0.16%
100	DUKDUKE ENERGY CORP NEW	1,946	$230K	0.15%

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