• 13F History

Semus Wealth Partners LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$151M
Signature - Title
Helen Semus - CEO
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by Semus Wealth Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Semus Wealth Partners LLC reported 112 stock holdings with total value $151M as of Q4 2024. Top holdings included AAPL, NVDA, IVV, TSLA, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 112 $151M +$9.49M -$6.9M +$2.6M AAPL, NVDA, IVV, TSLA, MSFT 13F-HR 1/31/2025, 05:03 PM
Q3 2024 121 $143M +$12M -$6.04M +$5.93M AAPL, NVDA, IVV, MSFT, SPY 13F-HR 11/7/2024, 04:30 PM
Q2 2024 115 $130M +$17.3M -$10.7M +$6.69M AAPL, NVDA, MSFT, IVV, GOOGL 13F-HR 7/31/2024, 04:49 PM
Q1 2024 127 $119M +$8.61M -$16.7M -$8.11M AAPL, IVV, NVDA, MSFT, AMZN 13F-HR 5/7/2024, 04:56 PM
Q4 2023 129 $122M +$10.5M -$5.87M +$4.59M AAPL, IVV, MSFT, TSLA, JEPI 13F-HR 1/23/2024, 04:55 PM
Q3 2023 122 $107M +$6.96M -$3.42M +$3.54M AAPL, IVV, TSLA, AMZN, MSFT 13F-HR 10/31/2023, 03:43 PM
Q2 2023 117 $109M +$9.54M -$1.12M +$8.42M AAPL, IVV, TSLA, AMZN, SCHD 13F-HR 8/1/2023, 02:45 PM
Q1 2023 110 $93M +$4.94M -$2.9M +$2.04M AAPL, IVV, SCHD, TSLA, AMZN 13F-HR 4/24/2023, 04:42 PM
Q4 2022 108 $82.3M AAPL, IVV, SCHD, AMZN, MSFT 13F-HR 2/8/2023, 07:11 AM