Semus Wealth Partners LLC
Top Portfolio Positions
67 positions ·
$114,420,613 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
136,878 | $34,738,267 | 30.36% | |
| NVDA |
Nvidia Corp
Technology
|
42,863 | $7,475,307 | 6.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
23,682 | $6,809,995 | 5.95% | |
| MSFT |
Microsoft Corp
Technology
|
16,924 | $6,264,757 | 5.48% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
13,872 | $5,156,916 | 4.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,427 | $4,462,601 | 3.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,645 | $4,321,509 | 3.78% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,655 | $4,281,529 | 3.74% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,524 | $2,588,316 | 2.26% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,160 | $2,401,068 | 2.10% |
Portfolio Trend
14 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,504,345 | 32,611 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,395,541 | 32,844 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,252,059 | 32,897 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,089,653 | 33,384 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,029,562 | 33,384 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $867,081 | 33,491 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $893,342 | 34,399 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $793,819 | 34,574 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $770,488 | 35,086 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $877,748 | 43,048 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $793,991 | 43,435 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,041,671 | 54,796 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,098,491 | 56,304 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,021,593 | 56,598 | Shares | Sole | 2023-02-08 | |
| No 13F history on record for this holder in this stock. | ||||||