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Home > Institutional Investor > Semus Wealth Partners Llc > Profile

Instuitional Investor - Semus Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Semus Wealth Partners Llc
Portfolio Value $154,203,712
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 137,936 $28,300,376 18.35%
2.
Nvidia Corp
 NVDA 47,430 $7,493,417 4.86%
3.
Microsoft Corp
 MSFT 12,545 $6,239,873 4.05%
4.
Ishares Trust
 IEF 7,926 $4,921,416 3.19%
5.
Amazon Com Inc
 AMZN 20,289 $4,451,204 2.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)