• 13F History

Serenus Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$530M
Signature - Title
Lonny Elfenbein - Chief Compliance Officer
Location
Santa Monica, CA
Summary
This page shows a list of all the recent 13F filings made by Serenus Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Serenus Wealth Advisors, LLC reported 60 stock holdings with total value $530M as of Q4 2024. Top holdings included USFR, SPY, QQQ, DGRW, and IJH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 60 $530M $0 $0 USFR, SPY, QQQ, DGRW, IJH 13F-HR 1/28/2025, 01:35 PM