0001172661-23-002705.txt : 20230801 0001172661-23-002705.hdr.sgml : 20230801 20230801144553 ACCESSION NUMBER: 0001172661-23-002705 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230801 DATE AS OF CHANGE: 20230801 EFFECTIVENESS DATE: 20230801 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Semus Wealth Partners LLC CENTRAL INDEX KEY: 0001964775 IRS NUMBER: 843127613 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22849 FILM NUMBER: 231131156 BUSINESS ADDRESS: STREET 1: 150 E PALMETTO PARK ROAD STREET 2: PENTHOUSE SUITE 800 CITY: BOCA RATON STATE: FL ZIP: 33432 BUSINESS PHONE: 2673917515 MAIL ADDRESS: STREET 1: 99 SE MIZNER BLVD STREET 2: SUITE 825 CITY: BOCA RATON STATE: FL ZIP: 33432 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001964775 XXXXXXXX 06-30-2023 06-30-2023 false Semus Wealth Partners LLC

99 Se Mizner Blvd Suite 825 Boca Raton FL 33432

13F HOLDINGS REPORT 028-22849 000305758 801-117570 N Helen Semus 561-465-7550 /s/ Helen Semus Boca Raton FL 08-01-2023 0 117 108892920 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 287716 2136 SH SOLE 0 0 2136 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 354558 1149 SH SOLE 0 0 1149 ADOBE SYSTEMS INCORPORATED COM 00724F101 233248 477 SH SOLE 0 0 477 ALLSPRING MULTI SECTOR INCOM COM 94987D101 150643 16268 SH SOLE 0 0 16268 ALPHABET INC CAP STK CL A 02079K305 2131857 17810 SH SOLE 0 0 17810 ALPHABET INC CAP STK CL C 02079K107 2299398 19008 SH SOLE 0 0 19008 AMAZON COM INC COM 023135106 3559349 27304 SH SOLE 0 0 27304 AMGEN INC COM 031162100 331700 1494 SH SOLE 0 0 1494 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 1157931 32165 SH SOLE 0 0 32165 APPLE INC COM 037833100 26403596 136122 SH SOLE 0 0 136122 ARK ETF TR INNOVATION ETF 00214Q104 225268 5103 SH SOLE 0 0 5103 AT&T INC COM 00206R102 210511 13198 SH SOLE 0 0 13198 BANK AMERICA CORP COM 060505104 341728 11911 SH SOLE 0 0 11911 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 292919 859 SH SOLE 0 0 859 BLACKROCK CORE BD TR SHS BEN INT 09249E101 315880 29688 SH SOLE 0 0 29688 BLACKROCK CR ALLOCATION INCO COM 092508100 329873 32500 SH SOLE 0 0 32500 BLACKROCK HEALTH SCIENCES TR COM 09250W107 535229 13170 SH SOLE 0 0 13170 BLACKROCK INCOME TR INC COM NEW 09247F209 377173 30992 SH SOLE 0 0 30992 BLACKROCK MULTI SECTOR INC T COM 09258A107 886786 61711 SH SOLE 0 0 61711 BLACKROCK SCIENCE & TECHNOLO SHS 09258G104 320421 9304 SH SOLE 0 0 9304 BOEING CO COM 097023105 274297 1299 SH SOLE 0 0 1299 BOSTON BEER INC CL A 100557107 940742 3050 SH SOLE 0 0 3050 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 125226 11151 SH SOLE 0 0 11151 CALAMOS CONV OPPORTUNITIES & SH BEN INT 128117108 664151 59299 SH SOLE 0 0 59299 CALAMOS DYNAMIC CONV & INCOM COM 12811V105 236809 10893 SH SOLE 0 0 10893 CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101 242336 16430 SH SOLE 0 0 16430 CHEVRON CORP NEW COM 166764100 231765 1473 SH SOLE 0 0 1473 CISCO SYS INC COM 17275R102 519438 10039 SH SOLE 0 0 10039 COCA COLA CO COM 191216100 539519 8959 SH SOLE 0 0 8959 COMCAST CORP NEW CL A 20030N101 325151 7826 SH SOLE 0 0 7826 COSTCO WHSL CORP NEW COM 22160K105 205918 382 SH SOLE 0 0 382 DISNEY WALT CO COM 254687106 200151 2242 SH SOLE 0 0 2242 DNP SELECT INCOME FD INC COM 23325P104 354342 33811 SH SOLE 0 0 33811 DUKE ENERGY CORP NEW COM NEW 26441C204 221072 2463 SH SOLE 0 0 2463 EATON VANCE ENHANCED EQUITY COM 278277108 463302 25897 SH SOLE 0 0 25897 EATON VANCE RISK-MANAGED DIV COM 27829G106 520816 63360 SH SOLE 0 0 63360 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 175178 13707 SH SOLE 0 0 13707 EATON VANCE TAX-MANAGED GLOB COM 27829F108 255319 32237 SH SOLE 0 0 32237 EXXON MOBIL CORP COM 30231G102 452321 4217 SH SOLE 0 0 4217 FIRST TR EXCHANGE-TRADED FD CBOE VEST RISING 33738D879 684379 31151 SH SOLE 0 0 31151 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST MAR 33740F599 342725 9619 SH SOLE 0 0 9619 FORD MTR CO DEL COM 345370860 167331 11060 SH SOLE 0 0 11060 GLOBAL X FDS S&P 500 COVERED 37954Y475 246008 5993 SH SOLE 0 0 5993 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 178046 10031 SH SOLE 0 0 10031 GOLDMAN SACHS GROUP INC COM 38141G104 656263 2035 SH SOLE 0 0 2035 GRANITESHARES GOLD TR SHS BEN INT 38748G101 1041672 54796 SH SOLE 0 0 54796 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 974032 61260 SH SOLE 0 0 61260 HOME DEPOT INC COM 437076102 311442 1003 SH SOLE 0 0 1003 INVESCO QQQ TR UNIT SER 1 46090E103 902936 2444 SH SOLE 0 0 2444 ISHARES INC CORE MSCI EMKT 46434G103 285291 5788 SH SOLE 0 0 5788 ISHARES TR U.S. TECH ETF 464287721 249530 2292 SH SOLE 0 0 2292 ISHARES TR CORE US AGGBD ET 464287226 295994 3022 SH SOLE 0 0 3022 ISHARES TR MSCI USA MIN VOL 46429B697 206413 2777 SH SOLE 0 0 2777 ISHARES TR MSCI USA QLT FCT 46432F339 564026 4182 SH SOLE 0 0 4182 ISHARES TR EAFE VALUE ETF 464288877 373459 7631 SH SOLE 0 0 7631 ISHARES TR EAFE GRWTH ETF 464288885 535279 5610 SH SOLE 0 0 5610 ISHARES TR MBS ETF 464288588 393765 4222 SH SOLE 0 0 4222 ISHARES TR US TREAS BD ETF 46429B267 234389 10235 SH SOLE 0 0 10235 ISHARES TR 3 7 YR TREAS BD 464288661 213231 1850 SH SOLE 0 0 1850 ISHARES TR CORE TOTAL USD 46434V613 616760 13564 SH SOLE 0 0 13564 ISHARES TR CORE S&P500 ETF 464287200 4930547 11062 SH SOLE 0 0 11062 ISHARES TR SELECT DIVID ETF 464287168 368354 3251 SH SOLE 0 0 3251 ISHARES TR INTRM GOV CR ETF 464288612 1009758 9813 SH SOLE 0 0 9813 ISHARES TR ESG AWR MSCI USA 46435G425 496791 5097 SH SOLE 0 0 5097 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 264541 5223 SH SOLE 0 0 5223 J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609 287786 5163 SH SOLE 0 0 5163 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 490212 9777 SH SOLE 0 0 9777 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 662688 13700 SH SOLE 0 0 13700 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 3069414 55475 SH SOLE 0 0 55475 JOHNSON & JOHNSON COM 478160104 2230958 13478 SH SOLE 0 0 13478 JPMORGAN CHASE & CO COM 46625H100 571756 3931 SH SOLE 0 0 3931 LILLY ELI & CO COM 532457108 806583 1720 SH SOLE 0 0 1720 LOCKHEED MARTIN CORP COM 539830109 288590 627 SH SOLE 0 0 627 MASTERCARD INCORPORATED CL A 57636Q104 948988 2413 SH SOLE 0 0 2413 MCDONALDS CORP COM 580135101 817026 2738 SH SOLE 0 0 2738 MERCADOLIBRE INC COM 58733R102 845804 714 SH SOLE 0 0 714 MERCK & CO INC COM 58933Y105 405443 3514 SH SOLE 0 0 3514 META PLATFORMS INC CL A 30303M102 525460 1831 SH SOLE 0 0 1831 MICROSOFT CORP COM 594918104 3270641 9604 SH SOLE 0 0 9604 NETFLIX INC COM 64110L106 936041 2125 SH SOLE 0 0 2125 NEXTERA ENERGY INC COM 65339F101 645625 8701 SH SOLE 0 0 8701 NIKE INC CL B 654106103 300758 2725 SH SOLE 0 0 2725 NVIDIA CORPORATION COM 67066G104 1612667 3812 SH SOLE 0 0 3812 PALO ALTO NETWORKS INC COM 697435105 334718 1310 SH SOLE 0 0 1310 PEPSICO INC COM 713448108 261287 1411 SH SOLE 0 0 1411 PFIZER INC COM 717081103 497002 13550 SH SOLE 0 0 13550 PIMCO CORPORATE & INCM STRG COM 72200U100 416278 31753 SH SOLE 0 0 31753 PIMCO CORPORATE & INCOME OPP COM 72201B101 545656 38975 SH SOLE 0 0 38975 PIMCO INCOME STRATEGY FD COM 72201H108 684152 83535 SH SOLE 0 0 83535 PIMCO INCOME STRATEGY FD II COM 72201J104 579535 80379 SH SOLE 0 0 80379 PROCTER AND GAMBLE CO COM 742718109 898017 5918 SH SOLE 0 0 5918 REALTY INCOME CORP COM 756109104 257552 4308 SH SOLE 0 0 4308 REAVES UTIL INCOME FD COM SH BEN INT 756158101 934442 34079 SH SOLE 0 0 34079 SALESFORCE INC COM 79466L302 300412 1422 SH SOLE 0 0 1422 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3479883 47919 SH SOLE 0 0 47919 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 862239 11504 SH SOLE 0 0 11504 SERVICENOW INC COM 81762P102 333810 594 SH SOLE 0 0 594 SPDR S&P 500 ETF TR TR UNIT 78462F103 1921974 4336 SH SOLE 0 0 4336 TEKLA WORLD HEALTHCARE FD BEN INT SHS 87911L108 175560 12522 SH SOLE 0 0 12522 TESLA INC COM 88160R101 4113716 15715 SH SOLE 0 0 15715 THERMO FISHER SCIENTIFIC INC COM 883556102 257672 494 SH SOLE 0 0 494 UNITED PARCEL SERVICE INC CL B 911312106 306526 1710 SH SOLE 0 0 1710 UNITED RENTALS INC COM 911363109 627997 1410 SH SOLE 0 0 1410 UNITEDHEALTH GROUP INC COM 91324P102 901190 1875 SH SOLE 0 0 1875 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 276070 678 SH SOLE 0 0 678 VANGUARD INDEX FDS VALUE ETF 922908744 799391 5626 SH SOLE 0 0 5626 VANGUARD INDEX FDS GROWTH ETF 922908736 1482498 5239 SH SOLE 0 0 5239 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 216882 1335 SH SOLE 0 0 1335 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 718183 6771 SH SOLE 0 0 6771 VANGUARD WORLD FDS INF TECH ETF 92204A702 564173 1276 SH SOLE 0 0 1276 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 426431 1506 SH SOLE 0 0 1506 VANGUARD WORLD FDS ENERGY ETF 92204A306 644965 5713 SH SOLE 0 0 5713 VERIZON COMMUNICATIONS INC COM 92343V104 337647 9079 SH SOLE 0 0 9079 VIRTUS CONVERTIBLE & INC FD COM 92838U108 31509 10132 SH SOLE 0 0 10132 VISA INC COM CL A 92826C839 958193 4035 SH SOLE 0 0 4035 WALMART INC COM 931142103 527765 3358 SH SOLE 0 0 3358 WASTE MGMT INC DEL COM 94106L109 266556 1537 SH SOLE 0 0 1537