Semus Wealth Partners LLC Diversified Active

CIK: 0001964775 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 11, 2025

Total Value ($000): $154,204 (100.0% shares, 0.0% debt)

Holdings (113)

AAPL APPLE INC 18.4%
Value ($000) $28,300 Shares 137,936 Est. Cost $140.70 Unrealized +43.1%
NVDA NVIDIA CORPORATION 4.9%
Value ($000) $7,493 Shares 47,430 Est. Cost $93.80 Unrealized +34.1%
MSFT MICROSOFT CORP 4.0%
Value ($000) $6,240 Shares 12,545 Est. Cost $273.17 Unrealized +58.3%
IVV ISHARES TR 3.2%
Value ($000) $4,921 Shares 7,926 Est. Cost $420.12 Unrealized
AMZN AMAZON COM INC 2.9%
Value ($000) $4,451 Shares 20,289 Est. Cost $117.21 Unrealized +68.8%
SPY SPDR S&P 500 ETF TR 2.7%
Value ($000) $4,170 Shares 6,749 Est. Cost $445.09 Unrealized
TSLA TESLA INC 2.6%
Value ($000) $4,024 Shares 12,669 Est. Cost $188.94 Unrealized +59.5%
GOOGL ALPHABET INC 2.6%
Value ($000) $3,969 Shares 22,523 Est. Cost $106.73 Unrealized +53.0%
JEPI J P MORGAN EXCHANGE TRADED F 2.4%
Value ($000) $3,707 Shares 65,202 Est. Cost $55.26 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 2.4%
Value ($000) $3,682 Shares 67,689 Est. Cost $52.08 Unrealized
GOOG ALPHABET INC 2.2%
Value ($000) $3,321 Shares 18,720 Est. Cost $101.85 Unrealized +61.9%
FJAN FIRST TR EXCHNG TRADED FD VI 2.1%
Value ($000) $3,306 Shares 69,524 Est. Cost $44.35 Unrealized
LLY ELI LILLY & CO 2.0%
Value ($000) $3,120 Shares 4,003 Est. Cost $603.81 Unrealized +28.1%
GPIQ GOLDMAN SACHS ETF TR 1.9%
Value ($000) $2,963 Shares 59,492 Est. Cost $47.58 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 1.9%
Value ($000) $2,949 Shares 119,335 Est. Cost $22.93 Unrealized
GPIX GOLDMAN SACHS ETF TR 1.8%
Value ($000) $2,789 Shares 55,982 Est. Cost $47.95 Unrealized
QQQ INVESCO QQQ TR 1.8%
Value ($000) $2,780 Shares 5,040 Est. Cost $380.21 Unrealized
NFLX NETFLIX INC 1.8%
Value ($000) $2,763 Shares 2,063 Est. Cost $34.88 Unrealized +224.2%
META META PLATFORMS INC 1.6%
Value ($000) $2,508 Shares 3,398 Est. Cost $289.71 Unrealized +112.8%
JGRO J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $2,003 Shares 23,269 Est. Cost $67.84 Unrealized
MELI MERCADOLIBRE INC 1.3%
Value ($000) $1,958 Shares 749 Est. Cost $1071.88 Unrealized +117.9%
BALI BLACKROCK ETF TRUST 1.2%
Value ($000) $1,880 Shares 62,434 Est. Cost $29.86 Unrealized
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $1,863 Shares 3,315 Est. Cost $359.89 Unrealized +53.2%
GS GOLDMAN SACHS GROUP INC 1.2%
Value ($000) $1,860 Shares 2,627 Est. Cost $374.12 Unrealized +52.8%
AVGO BROADCOM INC 1.0%
Value ($000) $1,487 Shares 5,393 Est. Cost $166.29 Unrealized +29.9%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $1,481 Shares 9,696 Est. Cost $155.88 Unrealized -3.2%
DYNF BLACKROCK ETF TRUST 0.9%
Value ($000) $1,429 Shares 26,245 Est. Cost $47.45 Unrealized
DIVO AMPLIFY ETF TR 0.9%
Value ($000) $1,425 Shares 33,490 Est. Cost $35.72 Unrealized
SCHD SCHWAB STRATEGIC TR 0.9%
Value ($000) $1,352 Shares 51,033 Est. Cost $43.27 Unrealized
QUAL ISHARES TR 0.8%
Value ($000) $1,217 Shares 6,657 Est. Cost $151.38 Unrealized
V VISA INC 0.8%
Value ($000) $1,198 Shares 3,375 Est. Cost $198.57 Unrealized +74.7%
HELO J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $1,188 Shares 18,980 Est. Cost $60.65 Unrealized
URI UNITED RENTALS INC 0.8%
Value ($000) $1,159 Shares 1,539 Est. Cost $482.31 Unrealized +38.0%
IVW ISHARES TR 0.7%
Value ($000) $1,142 Shares 10,373 Est. Cost $90.16 Unrealized
EFV ISHARES TR 0.7%
Value ($000) $1,128 Shares 17,772 Est. Cost $57.04 Unrealized
BAR GRANITESHARES GOLD TR 0.7%
Value ($000) $1,090 Shares 33,384 Est. Cost $18.05 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $1,068 Shares 3,683 Est. Cost $119.67 Unrealized +111.1%
WMT WALMART INC 0.6%
Value ($000) $997 Shares 10,194 Est. Cost $54.35 Unrealized +74.3%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $941 Shares 3,016 Est. Cost $472.50 Unrealized -20.6%
IVE ISHARES TR 0.6%
Value ($000) $903 Shares 4,619 Est. Cost $190.48 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $861 Shares 16,426 Est. Cost $48.79 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $844 Shares 2,889 Est. Cost $249.99 Unrealized +21.4%
IUSB ISHARES TR 0.5%
Value ($000) $836 Shares 18,081 Est. Cost $46.07 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $814 Shares 1,857 Est. Cost $266.03 Unrealized
IEMG ISHARES INC 0.5%
Value ($000) $754 Shares 12,559 Est. Cost $56.52 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $722 Shares 1,486 Est. Cost $399.83 Unrealized +27.0%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $713 Shares 4,476 Est. Cost $129.79 Unrealized +23.9%
BBUS J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $645 Shares 5,763 Est. Cost $96.18 Unrealized
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $576 Shares 2,814 Est. Cost $154.12 Unrealized +20.5%
BAC BANK AMERICA CORP 0.4%
Value ($000) $574 Shares 12,123 Est. Cost $32.87 Unrealized +26.1%
MRK MERCK & CO INC 0.4%
Value ($000) $543 Shares 6,862 Est. Cost $91.04 Unrealized -15.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $542 Shares 548 Est. Cost $654.39 Unrealized +51.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $515 Shares 9,170 Est. Cost $55.50 Unrealized -8.3%
CRM SALESFORCE INC 0.3%
Value ($000) $514 Shares 1,884 Est. Cost $185.71 Unrealized +43.3%
KNG FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $506 Shares 10,308 Est. Cost $52.50 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $505 Shares 7,139 Est. Cost $55.54 Unrealized +25.7%
VGT VANGUARD WORLD FD 0.3%
Value ($000) $482 Shares 727 Est. Cost $467.57 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $480 Shares 467 Est. Cost $78.16 Unrealized +141.4%
EFG ISHARES TR 0.3%
Value ($000) $479 Shares 4,279 Est. Cost $96.09 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $470 Shares 6,770 Est. Cost $73.26 Unrealized -7.0%
REAVES UTIL INCOME FD 0.3%
Value ($000) $463 Shares 12,809 Est. Cost $28.27 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $456 Shares 3,421 Est. Cost $108.03 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $455 Shares 2,450 Est. Cost $140.27 Unrealized +30.2%
THRO BLACKROCK ETF TRUST 0.3%
Value ($000) $447 Shares 12,572 Est. Cost $35.58 Unrealized
FSEP FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $435 Shares 9,070 Est. Cost $44.94 Unrealized
OEF ISHARES TR 0.3%
Value ($000) $425 Shares 1,397 Est. Cost $281.51 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $413 Shares 9,234 Est. Cost $42.63 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $412 Shares 5,938 Est. Cost $41.67 Unrealized +44.9%
AMGN AMGEN INC 0.3%
Value ($000) $412 Shares 1,474 Est. Cost $245.13 Unrealized +13.3%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $389 Shares 4,267 Est. Cost $58.68 Unrealized +41.7%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $386 Shares 834 Est. Cost $444.04 Unrealized +3.4%
BLACKROCK MULTI SECTOR INC T 0.2%
Value ($000) $381 Shares 26,118 Est. Cost $14.21 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $379 Shares 3,513 Est. Cost $97.80 Unrealized +6.9%
IYW ISHARES TR 0.2%
Value ($000) $374 Shares 2,160 Est. Cost $130.81 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $355 Shares 3,578 Est. Cost $97.94 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $353 Shares 622 Est. Cost $379.48 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $353 Shares 649 Est. Cost $322.58 Unrealized +62.1%
ASML ASML HOLDING N V 0.2%
Value ($000) $329 Shares 411 Est. Cost $662.63 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $314 Shares 1,306 Est. Cost $206.49 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.2%
Value ($000) $313 Shares 21,028 Est. Cost $15.22 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $307 Shares 7,325 Est. Cost $35.55 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.2%
Value ($000) $303 Shares 34,641 Est. Cost $7.66 Unrealized
TLH ISHARES TR 0.2%
Value ($000) $296 Shares 2,917 Est. Cost $103.52 Unrealized
CAFX PROFESIONALLY MANAGED PORTFO 0.2%
Value ($000) $296 Shares 11,861 Est. Cost $24.45 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $289 Shares 1,123 Est. Cost $218.59 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $285 Shares 1,610 Est. Cost $140.42 Unrealized
SMH VANECK ETF TRUST 0.2%
Value ($000) $284 Shares 1,017 Est. Cost $188.58 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $283 Shares 4,534 Est. Cost $58.96 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $277 Shares 2,233 Est. Cost $103.54 Unrealized -0.7%
ORCL ORACLE CORP 0.2%
Value ($000) $271 Shares 1,239 Est. Cost $160.80 Unrealized 0.0%
EATON VANCE ENHANCED EQUITY 0.2%
Value ($000) $270 Shares 11,159 Est. Cost $16.55 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $269 Shares 3,795 Est. Cost $64.83 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $266 Shares 5,650 Est. Cost $46.53 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $265 Shares 10,921 Est. Cost $37.53 Unrealized -40.5%
PEP PEPSICO INC 0.2%
Value ($000) $258 Shares 1,952 Est. Cost $161.34 Unrealized -18.8%
EATON VANCE RISK-MANAGED DIV 0.2%
Value ($000) $254 Shares 28,138 Est. Cost $7.50 Unrealized
T AT&T INC 0.2%
Value ($000) $252 Shares 8,706 Est. Cost $15.08 Unrealized +78.8%
HD HOME DEPOT INC 0.2%
Value ($000) $250 Shares 683 Est. Cost $282.70 Unrealized +25.9%
VST VISTRA CORP 0.2%
Value ($000) $242 Shares 1,250 Est. Cost $147.45 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $230 Shares 1,946 Est. Cost $106.03 Unrealized +8.9%
DVY ISHARES TR 0.1%
Value ($000) $229 Shares 1,727 Est. Cost $119.87 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $226 Shares 4,445 Est. Cost $50.53 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $219 Shares 956 Est. Cost $218.39 Unrealized +5.1%
KKR KKR & CO INC 0.1%
Value ($000) $207 Shares 1,553 Est. Cost $116.65 Unrealized 0.0%
PIMCO CORPORATE & INCOME OPP 0.1%
Value ($000) $207 Shares 14,851 Est. Cost $12.03 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.1%
Value ($000) $203 Shares 19,335 Est. Cost $10.51 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $201 Shares 5,627 Est. Cost $30.06 Unrealized +12.8%
PIMCO INCOME STRATEGY FD II 0.1%
Value ($000) $181 Shares 24,548 Est. Cost $7.07 Unrealized
PIMCO CORPORATE & INCM STRG 0.1%
Value ($000) $167 Shares 13,176 Est. Cost $11.88 Unrealized
PIMCO INCOME STRATEGY FD 0.1%
Value ($000) $151 Shares 18,111 Est. Cost $8.11 Unrealized
DNP SELECT INCOME FD INC 0.1%
Value ($000) $135 Shares 13,752 Est. Cost $11.24 Unrealized
F FORD MTR CO 0.1%
Value ($000) $118 Shares 10,889 Est. Cost $10.38 Unrealized -4.9%
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $68 Shares 10,000 Est. Cost $5.60 Unrealized 0.0%