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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Semus-Wealth-Partners
Data Enrichment
75% identified85 identified29 unidentified
Holdings
114 positions • $143.5M total value
Manager:
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Page 6 of 6
Shares:14.8K
Value:$214.1K
% of Portfolio:0.1% ($214.1K/$143.5M)
Shares:21.3K
Value:$204.3K
% of Portfolio:0.1% ($204.3K/$143.5M)
46641Q134
Shares:3.2K
Value:$204.0K
% of Portfolio:0.1% ($204.0K/$143.5M)
Shares:13.5K
Value:$184.9K
% of Portfolio:0.1% ($184.9K/$143.5M)
Shares:24.5K
Value:$184.6K
% of Portfolio:0.1% ($184.6K/$143.5M)
Shares:19.5K
Value:$168.0K
% of Portfolio:0.1% ($168.0K/$143.5M)
Shares:13.8K
Value:$136.0K
% of Portfolio:0.1% ($136.0K/$143.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
14.8K | All Managers (Combined) | $214.1K | 0.1% ($214.1K/$143.5M) | |||
CATERPILLAR INC(CATcusip149123101) | 646 | QoQ +0.31% (-2)YoY +3.03% (-19) | All Managers (Combined) | $213.1K | 0.1% ($213.1K/$143.5M) | |
Walt Disney Co(DIScusip254687106) | 2.1K | QoQ +2.54% (-52)YoY +9.52% (-182) | All Managers (Combined) | $206.5K | 0.1% ($206.5K/$143.5M) | |
COMCAST CORP(CMCSAcusip20030N101) | 5.6K | All Managers (Combined) | $205.8K | 0.1% ($205.8K/$143.5M) | ||
21.3K | All Managers (Combined) | $204.3K | 0.1% ($204.3K/$143.5M) | |||
(cusip46641Q134)✕ | 3.2K | QoQ NEW(+3.2K) YoY NEW(+3.2K) | All Managers (Combined) | $204.0K | 0.1% ($204.0K/$143.5M) | QoQ NEW(+$204.0K) YoY NEW(+$204.0K) |
418 | QoQ NEW(+418) YoY NEW(+418) | All Managers (Combined) | $202.3K | 0.1% ($202.3K/$143.5M) | QoQ NEW(+$202.3K) YoY NEW(+$202.3K) | |
13.5K | All Managers (Combined) | $184.9K | 0.1% ($184.9K/$143.5M) | |||
24.5K | All Managers (Combined) | $184.6K | 0.1% ($184.6K/$143.5M) | |||
19.5K | All Managers (Combined) | $168.0K | 0.1% ($168.0K/$143.5M) | |||
13.8K | All Managers (Combined) | $136.0K | 0.1% ($136.0K/$143.5M) | |||
FORD MOTOR CO(Fcusip345370860) | 10.7K | QoQ +4.41% (+454)YoY NEW(+10.7K) | All Managers (Combined) | $107.7K | 0.1% ($107.7K/$143.5M) | YoY NEW(+$107.7K) |
13.0K | QoQ NEW(+13.0K) YoY NEW(+13.0K) | All Managers (Combined) | $98.8K | 0.1% ($98.8K/$143.5M) | QoQ NEW(+$98.8K) YoY NEW(+$98.8K) | |
10.0K | QoQ NEW(+10.0K) YoY NEW(+10.0K) | All Managers (Combined) | $56.2K | 0.0% ($56.2K/$143.5M) | QoQ NEW(+$56.2K) YoY NEW(+$56.2K) |