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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33740F763

Shares:16.4K

Value:$801.4K

% of Portfolio:0.6% ($801.4K/$143.5M)

922908736

VUG|922908736

Shares:2.1K

Value:$779.3K

% of Portfolio:0.5% ($779.3K/$143.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.6K

Value:$775.7K

% of Portfolio:0.5% ($775.7K/$143.5M)

464287408

IVE|464287408

Shares:3.9K

Value:$733.9K

% of Portfolio:0.5% ($733.9K/$143.5M)

464288877

Shares:12.1K

Value:$711.7K

% of Portfolio:0.5% ($711.7K/$143.5M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.8K

Value:$654.2K

% of Portfolio:0.5% ($654.2K/$143.5M)

46641Q399

BBUS|46641Q399

Shares:6.2K

Value:$621.7K

% of Portfolio:0.4% ($621.7K/$143.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$562.9K

% of Portfolio:0.4% ($562.9K/$143.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:550

Value:$520.3K

% of Portfolio:0.4% ($520.3K/$143.5M)

33739Q705

Shares:10.1K

Value:$512.3K

% of Portfolio:0.4% ($512.3K/$143.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.4K

Value:$508.5K

% of Portfolio:0.4% ($508.5K/$143.5M)

COCA COLA CO

KO|191216100

Shares:7.0K

Value:$499.8K

% of Portfolio:0.3% ($499.8K/$143.5M)

Salesforce, Inc.

CRM|79466L302

Shares:1.9K

Value:$498.4K

% of Portfolio:0.3% ($498.4K/$143.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:6.7K

Value:$476.5K

% of Portfolio:0.3% ($476.5K/$143.5M)

AMGEN INC

AMGN|031162100

Shares:1.5K

Value:$466.2K

% of Portfolio:0.3% ($466.2K/$143.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:11.1K

Value:$465.0K

% of Portfolio:0.3% ($465.0K/$143.5M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:9.1K

Value:$457.7K

% of Portfolio:0.3% ($457.7K/$143.5M)

464288885

EFG|464288885

Shares:4.6K

Value:$457.4K

% of Portfolio:0.3% ($457.4K/$143.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:5.0K

Value:$452.3K

% of Portfolio:0.3% ($452.3K/$143.5M)

REAVES UTILITY INCOME FUND

UTG|756158101

Shares:13.7K

Value:$445.5K

% of Portfolio:0.3% ($445.5K/$143.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F763)✕	16.4K	QoQ NEW(+16.4K) YoY -49.96% (-16.4K)	All Managers (Combined)	$801.4K	0.6% ($801.4K/$143.5M)	QoQ NEW(+$801.4K) YoY -46.07% (-$684.8K)
(VUGcusip922908736)	2.1K	QoQ -0.33% (-7) YoY -41.25% (-1.5K)	All Managers (Combined)	$779.3K	0.5% ($779.3K/$143.5M)	QoQ -9.96% (-$86.3K) YoY -36.71% (-$452.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	4.6K	QoQ -0.06% (-3) YoY -17.08% (-938)	All Managers (Combined)	$775.7K	0.5% ($775.7K/$143.5M)	QoQ +1.57% (-$12.0K) YoY -12.90% (-$115.0K)
(IVEcusip464287408)	3.9K	QoQ +43.00% (+1.2K) YoY +132.68% (+2.2K)	All Managers (Combined)	$733.9K	0.5% ($733.9K/$143.5M)	QoQ +42.77% (+$219.9K) YoY +137.38% (+$424.8K)
(cusip464288877)✕	12.1K	QoQ -17.15% (-2.5K) YoY +95.16% (+5.9K)	All Managers (Combined)	$711.7K	0.5% ($711.7K/$143.5M)	QoQ -6.93% (-$53.1K) YoY +111.43% (+$375.1K)
Palo Alto Networks Inc(PANWcusip697435105)	3.8K	QoQ -1.23% (-48) YoY +105.57% (+2.0K)	All Managers (Combined)	$654.2K	0.5% ($654.2K/$143.5M)	QoQ -7.38% (-$52.1K) YoY +23.46% (+$124.3K)
(BBUScusip46641Q399)	6.2K	QoQ +2.54% (-153) YoY +36.90% (+1.7K)	All Managers (Combined)	$621.7K	0.4% ($621.7K/$143.5M)	QoQ -2.32% (-$14.8K) YoY +46.26% (+$196.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ +11.49% (+109) YoY +61.86% (+404)	All Managers (Combined)	$562.9K	0.4% ($562.9K/$143.5M)	QoQ +31.00% (+$133.2K) YoY +105.00% (+$288.3K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	550	QoQ +1.10% (+6) YoY +76.84% (+239)	All Managers (Combined)	$520.3K	0.4% ($520.3K/$143.5M)	QoQ +4.45% (+$22.2K) YoY +128.16% (+$292.2K)
(cusip33739Q705)✕	10.1K	QoQ +1.79% (+179) YoY +4.40% (-428)	All Managers (Combined)	$512.3K	0.4% ($512.3K/$143.5M)	QoQ +2.42% (+$12.1K) YoY -1.79% (-$9.3K)
AbbVie Inc.(ABBVcusip00287Y109)	2.4K	QoQ +1.46% (+35) YoY +11.58% (+252)	All Managers (Combined)	$508.5K	0.4% ($508.5K/$143.5M)	QoQ +19.62% (+$83.4K) YoY +28.38% (+$112.4K)
COCA COLA CO(KOcusip191216100)	7.0K	QoQ -0.42% (-30) YoY -10.06% (-781)	All Managers (Combined)	$499.8K	0.3% ($499.8K/$143.5M)	QoQ +14.54% (-$63.5K) YoY +5.28% (-$25.1K)
Salesforce, Inc.(CRMcusip79466L302)	1.9K	QoQ +3.68% (-66) YoY +19.57% (+304)	All Managers (Combined)	$498.4K	0.3% ($498.4K/$143.5M)	QoQ -16.78% (-$100.5K) YoY +6.54% (+$30.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	6.7K	QoQ -5.12% (-363) YoY -20.30% (-1.7K)	All Managers (Combined)	$476.5K	0.3% ($476.5K/$143.5M)	QoQ -6.19% (-$31.4K) YoY -11.60% (-$62.5K)
AMGEN INC(AMGNcusip031162100)	1.5K	QoQ -2.09% (-32) YoY +5.13% (+73)	All Managers (Combined)	$466.2K	0.3% ($466.2K/$143.5M)	QoQ +17.07% (-$68.0K) YoY +15.22% (+$61.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	11.1K	QoQ +1.18% (-131) YoY +2.21% (+241)	All Managers (Combined)	$465.0K	0.3% ($465.0K/$143.5M)	QoQ -3.92% (-$19.0K) YoY +12.48% (+$51.6K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	9.1K	QoQ -3.97% (-377) YoY NEW(+9.1K)	All Managers (Combined)	$457.7K	0.3% ($457.7K/$143.5M)	QoQ -20.04% (-$114.7K) YoY NEW(+$457.7K)
(EFGcusip464288885)	4.6K	QoQ -42.73% (-3.4K) YoY +43.38% (+1.4K)	All Managers (Combined)	$457.4K	0.3% ($457.4K/$143.5M)	QoQ -40.86% (-$316.1K) YoY +38.15% (+$126.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	5.0K	QoQ +8.20% (-382) YoY +57.27% (+1.8K)	All Managers (Combined)	$452.3K	0.3% ($452.3K/$143.5M)	QoQ -2.38% (-$11.1K) YoY +6.98% (+$29.5K)
REAVES UTILITY INCOME FUND(UTGcusip756158101)	13.7K	QoQ -4.08% (-583) YoY -54.54% (-16.4K)	All Managers (Combined)	$445.5K	0.3% ($445.5K/$143.5M)	QoQ -1.51% (-$6.8K) YoY -45.13% (-$366.5K)