Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 4 | Q3 2023 | 24.2% |
ISHARES TR | 4 | Q3 2023 | 5.0% |
SCHWAB STRATEGIC TR | 4 | Q3 2023 | 3.3% |
TESLA INC | 4 | Q3 2023 | 3.8% |
AMAZON COM INC | 4 | Q3 2023 | 3.3% |
MICROSOFT CORP | 4 | Q3 2023 | 3.2% |
J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 3.1% |
ALPHABET INC | 4 | Q3 2023 | 2.4% |
JOHNSON & JOHNSON | 4 | Q3 2023 | 2.5% |
ALPHABET INC | 4 | Q3 2023 | 2.3% |
View Semus Wealth Partners LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-07 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-31 |
13F-HR | 2023-08-01 |
13F-HR | 2023-04-24 |
13F-HR | 2023-02-08 |
View Semus Wealth Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.