Semus Wealth Partners LLC

CIK

1964775

City

Boca Raton

State / Country

FL

Stock

EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund

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 EXG

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$319,909	36,941	+2.1%	Shares	Sole	2026-04-24
2025-12-31	$344,671	36,167	+2.1%	Shares	Sole	2026-01-27
2025-09-30	$322,258	35,413	+2.2%	Shares	Sole	2025-10-22
2025-06-30	$303,108	34,641	+2.4%	Shares	Sole	2025-08-11
2025-03-31	$275,473	33,842	+2.4%	Shares	Sole	2025-05-07
2024-12-31	$270,059	33,055	+2.4%	Shares	Sole	2025-01-31
2024-09-30	$281,525	32,285	+2.3%	Shares	Sole	2024-11-07
2024-06-30	$266,741	31,567	-1.3%	Shares	Sole	2024-07-31
2024-03-31	$260,867	31,969	+2.8%	Shares	Sole	2024-05-07
2023-12-31	$240,014	31,090	-5.6%	Shares	Sole	2024-01-23
2023-09-30	$242,613	32,919	+2.1%	Shares	Sole	2023-10-31
2023-06-30	$255,317	32,237	+2.1%	Shares	Sole	2023-08-01
2023-03-31	$246,475	31,559	+5.5%	Shares	Sole	2023-04-24
2022-12-31	$225,775	29,904	—	Shares	Sole	2023-02-08
No 13F history on record for this holder in this stock.