Semus-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABBV",
  "GOOGL",
  "ASML",
  "T",
  null,
  "CAT",
  "AVGO",
  "BIT",
  "DUK",
  "ETJ",
  "PTY",
  "UTG",
  null,
  "PFL",
  "PFN",
  "APLD",
  null,
  "HD",
  null,
  null,
  "MCD",
  "QBTS",
  null,
  null,
  null,
  "ISRG",
  null,
  "EMXC",
  "GOF",
  "META",
  "IVW",
  null,
  "CHI",
  null,
  "BBUS",
  null,
  "PCN",
  "EXG",
  "MA",
  "MSFT",
  null,
  "AMP",
  "EFG",
  "EOS",
  null,
  null,
  "PANW",
  "PEP",
  "DNP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  "AMGN",
  "NOW",
  "TMO",
  "SCHW",
  "VYM",
  "AMD",
  "F",
  "WM",
  "AMZN",
  "IVE",
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "SCHD",
  "DVY",
  "CRM",
  null,
  null,
  "MTUM",
  null,
  "MELI",
  "BAC",
  "BRK-B",
  null,
  "CMG",
  "CSCO",
  "KO",
  "CMCSA",
  "COST",
  "NEE",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "URI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 114
Total Value: 143528047
Accession Number: 0001172661-25-001605
Form Type: 13F-HR
CIK: semus-wealth-partners
Manager Name: Semus-Wealth-Partners

Data Enrichment

75% identified

85 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

114 positions • $143.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Mastercard Inc

MA|57636Q104

Shares:3.2K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$143.5M)

09290C863

Shares:59.9K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$143.5M)

46654Q609

Shares:22.9K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$143.5M)

MERCADOLIBRE INC

MELI|58733R102

Shares:849

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$143.5M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:2.7K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$143.5M)

808524797

SCHD|808524797

Shares:50.6K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$143.5M)

032108409

Shares:33.2K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$143.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.5K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$143.5M)

09290C103

Shares:25.7K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$143.5M)

VISA INC.

V|92826C839

Shares:3.4K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$143.5M)

46432F339

QUAL|46432F339

Shares:6.5K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$143.5M)

46654Q724

Shares:18.4K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$143.5M)

UNITED RENTALS, INC.

URI|911363109

Shares:1.7K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$143.5M)

464287309

IVW|464287309

Shares:11.3K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$143.5M)

38748G101

Shares:33.4K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$143.5M)

MCDONALDS CORP

MCD|580135101

Shares:2.9K

Value:$907.5K

% of Portfolio:0.6% ($907.5K/$143.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.7K

Value:$898.9K

% of Portfolio:0.6% ($898.9K/$143.5M)

Walmart Inc.

WMT|931142103

Shares:10.1K

Value:$890.0K

% of Portfolio:0.6% ($890.0K/$143.5M)

Broadcom Inc.

AVGO|11135F101

Shares:5.2K

Value:$863.8K

% of Portfolio:0.6% ($863.8K/$143.5M)

46434V613

Shares:17.7K

Value:$817.9K

% of Portfolio:0.6% ($817.9K/$143.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Mastercard Inc(MAcusip57636Q104)	3.2K	QoQ +0.21% (+7) YoY +18.35% (+502)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$143.5M)	QoQ +4.29% (+$73.1K) YoY +34.69% (+$456.9K)
(cusip09290C863)✕	59.9K	QoQ +25.97% (+12.4K) YoY NEW(+59.9K)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$143.5M)	QoQ +19.89% (+$286.3K) YoY NEW(+$1.7M)
(cusip46654Q609)✕	22.9K	QoQ +5.59% (-1.2K) YoY +82.57% (+10.4K)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$143.5M)	QoQ -3.83% (-$67.5K) YoY +91.88% (+$810.3K)
MERCADOLIBRE INC(MELIcusip58733R102)	849	QoQ -0.23% (-2) YoY +18.41% (+132)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$143.5M)	QoQ +14.45% (-$209.2K) YoY +52.78% (+$572.2K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	2.7K	QoQ +20.95% (+463) YoY +23.30% (+505)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$143.5M)	QoQ +15.38% (+$194.6K) YoY +61.26% (+$554.5K)
(SCHDcusip808524797)	50.6K	QoQ -1.90% (-984) YoY +136.57% (-29.2K)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$143.5M)	QoQ +0.39% (-$5.5K) YoY -17.96% (-$309.9K)
(cusip032108409)✕	33.2K	QoQ +0.15% (+53) YoY -2.75% (-939)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$143.5M)	QoQ +0.87% (+$11.8K) YoY +1.97% (-$26.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.5K	QoQ +2.18% (+53) YoY +33.33% (+619)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$143.5M)	QoQ +5.80% (+$71.2K) YoY +41.15% (+$378.1K)
(cusip09290C103)✕	25.7K	QoQ +14.61% (+3.3K) YoY +117.91% (+13.9K)	All Managers (Combined)	$1.3M	0.9% ($1.3M/$143.5M)	QoQ +9.04% (+$104.1K) YoY +139.31% (+$730.4K)
VISA INC.(Vcusip92826C839)	3.4K	QoQ +0.84% (+29) YoY -15.36% (-626)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$143.5M)	QoQ +11.83% (+$127.9K) YoY +6.27% (-$71.3K)
(QUALcusip46432F339)	6.5K	QoQ +19.55% (+1.1K) YoY +86.87% (+3.0K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$143.5M)	QoQ +14.72% (+$141.8K) YoY +94.30% (+$536.0K)
(cusip46654Q724)✕	18.4K	QoQ +22.20% (+3.3K) YoY NEW(+18.4K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$143.5M)	QoQ +17.55% (+$164.2K) YoY NEW(+$1.1M)
UNITED RENTALS, INC.(URIcusip911363109)	1.7K	QoQ +13.25% (+203) YoY +21.92% (+312)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$143.5M)	QoQ +0.77% (+$8.4K) YoY +5.99% (+$61.5K)
(IVWcusip464287309)	11.3K	QoQ +4.81% (-518) YoY +122.94% (+6.2K)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$143.5M)	QoQ -4.17% (-$45.6K) YoY +145.08% (+$620.0K)
(cusip38748G101)✕	33.4K	QoQ -0.31% (-107) YoY -4.85% (-1.7K)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$143.5M)	QoQ +18.73% (-$162.5K) YoY +33.62% (-$259.1K)
MCDONALDS CORP(MCDcusip580135101)	2.9K	QoQ +2.28% (+65) YoY +8.55% (+229)	All Managers (Combined)	$907.5K	0.6% ($907.5K/$143.5M)	QoQ +10.22% (+$84.2K) YoY +20.27% (+$153.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.7K	QoQ 0.00% (+0) YoY -3.04% (-115)	All Managers (Combined)	$898.9K	0.6% ($898.9K/$143.5M)	QoQ +2.33% (+$20.5K) YoY +18.74% (-$141.9K)
Walmart Inc.(WMTcusip931142103)	10.1K	QoQ +3.57% (+350) YoY -1.51% (-156)	All Managers (Combined)	$890.0K	0.6% ($890.0K/$143.5M)	QoQ +0.64% (+$5.7K) YoY +43.69% (-$270.6K)
Broadcom Inc.(AVGOcusip11135F101)	5.2K	QoQ +14.41% (-650) YoY NEW(+5.2K)	All Managers (Combined)	$863.8K	0.6% ($863.8K/$143.5M)	QoQ -17.36% (-$181.5K) YoY NEW(+$863.8K)
(cusip46434V613)✕	17.7K	QoQ -4.66% (-869) YoY +49.69% (+5.9K)	All Managers (Combined)	$817.9K	0.6% ($817.9K/$143.5M)	QoQ -2.81% (-$23.7K) YoY +51.30% (+$277.3K)