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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 $122,040,151
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 135,878 $26,160,533 21.43%
2.
Ishares Trust
 IEF 12,965 $6,192,493 5.07%
3.
Microsoft Corp
 MSFT 10,989 $4,132,481 3.38%
4.
Tesla Inc.
 TSLA 15,200 $3,776,896 3.09%
5.
J P Morgan Exchange Traded F
 62,670 $3,445,600 2.82%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)