0001172661-24-002058.txt : 20240507
0001172661-24-002058.hdr.sgml : 20240507
20240507165628
ACCESSION NUMBER: 0001172661-24-002058
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240507
DATE AS OF CHANGE: 20240507
EFFECTIVENESS DATE: 20240507
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Semus Wealth Partners LLC
CENTRAL INDEX KEY: 0001964775
ORGANIZATION NAME:
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: 24922926
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
03-31-2024
03-31-2024
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
CEO
561-465-7550
/s/ Helen Semus
Boca Raton
FL
05-07-2024
0
127
118720606
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
396048
2175
SH
SOLE
0
0
2175
ABRDN WORLD HEALTHCARE FUND
BEN INT SHS
87911L108
146679
11087
SH
SOLE
0
0
11087
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
455099
1313
SH
SOLE
0
0
1313
ADOBE INC
COM
00724F101
379964
753
SH
SOLE
0
0
753
ALLSPRING MULTI SECTOR INCOM
COM
94987D101
109419
11728
SH
SOLE
0
0
11728
ALPHABET INC
CAP STK CL C
02079K107
2697743
17718
SH
SOLE
0
0
17718
ALPHABET INC
CAP STK CL A
02079K305
3110365
20608
SH
SOLE
0
0
20608
AMAZON COM INC
COM
023135106
3134463
17377
SH
SOLE
0
0
17377
AMGEN INC
COM
031162100
404591
1423
SH
SOLE
0
0
1423
AMPLIFY ETF TR
CWP ENHANCED DIV
032108409
1327319
34139
SH
SOLE
0
0
34139
APPLE INC
COM
037833100
23212136
135364
SH
SOLE
0
0
135364
AT&T INC
COM
00206R102
262476
14913
SH
SOLE
0
0
14913
BANK AMERICA CORP
COM
060505104
413424
10903
SH
SOLE
0
0
10903
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
274600
653
SH
SOLE
0
0
653
BLACKROCK CORE BD TR
SHS BEN INT
09249E101
263774
24424
SH
SOLE
0
0
24424
BLACKROCK CR ALLOCATION INCO
COM
092508100
266280
24909
SH
SOLE
0
0
24909
BLACKROCK ETF TRUST
US EQT FACTOR
09290C103
524320
11809
SH
SOLE
0
0
11809
BLACKROCK HEALTH SCIENCES TR
COM
09250W107
452964
10931
SH
SOLE
0
0
10931
BLACKROCK INCOME TR INC
COM NEW
09247F209
320372
26922
SH
SOLE
0
0
26922
BLACKROCK MULTI SECTOR INC T
COM
09258A107
915286
57638
SH
SOLE
0
0
57638
BLACKROCK SCIENCE & TECHNOLO
SHS
09258G104
312520
8465
SH
SOLE
0
0
8465
BOEING CO
COM
097023105
284274
1473
SH
SOLE
0
0
1473
BOSTON BEER INC
CL A
100557107
252973
831
SH
SOLE
0
0
831
CALAMOS CONV & HIGH INCOME F
COM SHS
12811P108
127071
10760
SH
SOLE
0
0
10760
CALAMOS CONV OPPORTUNITIES &
SH BEN INT
128117108
497229
43809
SH
SOLE
0
0
43809
CALAMOS DYNAMIC CONV & INCOM
COM
12811V105
225755
10356
SH
SOLE
0
0
10356
CALAMOS STRATEGIC TOTAL RETU
COM SH BEN INT
128125101
245717
15010
SH
SOLE
0
0
15010
CATERPILLAR INC
COM
149123101
229920
627
SH
SOLE
0
0
627
CHEVRON CORP NEW
COM
166764100
259313
1644
SH
SOLE
0
0
1644
CISCO SYS INC
COM
17275R102
442187
8860
SH
SOLE
0
0
8860
COCA COLA CO
COM
191216100
474764
7760
SH
SOLE
0
0
7760
COMCAST CORP NEW
CL A
20030N101
315608
7280
SH
SOLE
0
0
7280
COSTCO WHSL CORP NEW
COM
22160K105
228016
311
SH
SOLE
0
0
311
DISNEY WALT CO
COM
254687106
233887
1911
SH
SOLE
0
0
1911
DNP SELECT INCOME FD INC
COM
23325P104
261071
28784
SH
SOLE
0
0
28784
EATON VANCE ENHANCED EQUITY
COM
278277108
419204
20784
SH
SOLE
0
0
20784
EATON VANCE RISK-MANAGED DIV
COM
27829G106
511315
61235
SH
SOLE
0
0
61235
EATON VANCE TAX-MANAGED BUY-
COM
27828Y108
159788
12358
SH
SOLE
0
0
12358
EATON VANCE TAX-MANAGED GLOB
COM
27829F108
260870
31969
SH
SOLE
0
0
31969
ELI LILLY & CO
COM
532457108
1641789
2110
SH
SOLE
0
0
2110
EXXON MOBIL CORP
COM
30231G102
590287
5078
SH
SOLE
0
0
5078
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
33739Q705
521661
9713
SH
SOLE
0
0
9713
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
33738D879
1601776
65432
SH
SOLE
0
0
65432
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
33740F763
1486271
32828
SH
SOLE
0
0
32828
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
33740U505
339941
8249
SH
SOLE
0
0
8249
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
33740F623
521560
12424
SH
SOLE
0
0
12424
FIRST TR MORNINGSTAR DIVID L
SHS
336917109
236083
6135
SH
SOLE
0
0
6135
GLOBAL X FDS
S&P 500 COVERED
37954Y475
435979
10688
SH
SOLE
0
0
10688
GLOBAL X FDS
NASDAQ 100 COVER
37954Y483
222657
12432
SH
SOLE
0
0
12432
GOLDMAN SACHS ETF TR
NASDAQ 100 CORE
38149W630
480012
10310
SH
SOLE
0
0
10310
GOLDMAN SACHS ETF TR
S&P 500 CORE PRE
38149W622
518282
11025
SH
SOLE
0
0
11025
GOLDMAN SACHS GROUP INC
COM
38141G104
905122
2167
SH
SOLE
0
0
2167
GRANITESHARES GOLD TR
SHS BEN INT
38748G101
770489
35086
SH
SOLE
0
0
35086
GUGGENHEIM STRATEGIC OPPORTU
COM SBI
40167F101
774825
54108
SH
SOLE
0
0
54108
HOME DEPOT INC
COM
437076102
402340
1049
SH
SOLE
0
0
1049
INTUIT
COM
461202103
259211
399
SH
SOLE
0
0
399
INTUITIVE SURGICAL INC
COM NEW
46120E602
305703
766
SH
SOLE
0
0
766
INVESCO QQQ TR
UNIT SER 1
46090E103
1743171
3926
SH
SOLE
0
0
3926
ISHARES TR
SELECT DIVID ETF
464287168
329434
2674
SH
SOLE
0
0
2674
ISHARES TR
CORE US AGGBD ET
464287226
334570
3416
SH
SOLE
0
0
3416
ISHARES TR
EAFE GRWTH ETF
464288885
331064
3190
SH
SOLE
0
0
3190
ISHARES TR
EAFE VALUE ETF
464288877
336594
6187
SH
SOLE
0
0
6187
ISHARES TR
CORE TOTAL USD
46434V613
540561
11857
SH
SOLE
0
0
11857
ISHARES TR
S&P 500 GRWT ETF
464287309
427339
5061
SH
SOLE
0
0
5061
ISHARES TR
U.S. TECH ETF
464287721
252022
1866
SH
SOLE
0
0
1866
ISHARES TR
1 3 YR TREAS BD
464287457
210992
2580
SH
SOLE
0
0
2580
ISHARES TR
MSCI USA QLT FCT
46432F339
568322
3458
SH
SOLE
0
0
3458
ISHARES TR
INTRM GOV CR ETF
464288612
1061844
10212
SH
SOLE
0
0
10212
ISHARES TR
CORE S&P500 ETF
464287200
4917015
9353
SH
SOLE
0
0
9353
ISHARES TR
20 YR TR BD ETF
464287432
200512
2119
SH
SOLE
0
0
2119
ISHARES TR
S&P 500 VAL ETF
464287408
309171
1655
SH
SOLE
0
0
1655
ISHARES TR
MBS ETF
464288588
384467
4160
SH
SOLE
0
0
4160
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
46641Q399
425029
4501
SH
SOLE
0
0
4501
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
282673
5603
SH
SOLE
0
0
5603
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
46654Q609
881888
12561
SH
SOLE
0
0
12561
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
46654Q203
2034518
37510
SH
SOLE
0
0
37510
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
2894004
50017
SH
SOLE
0
0
50017
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
219806
4332
SH
SOLE
0
0
4332
JOHNSON & JOHNSON
COM
478160104
1881402
11893
SH
SOLE
0
0
11893
JPMORGAN CHASE & CO
COM
46625H100
756939
3779
SH
SOLE
0
0
3779
LOCKHEED MARTIN CORP
COM
539830109
248234
546
SH
SOLE
0
0
546
LOWES COS INC
COM
548661107
203649
799
SH
SOLE
0
0
799
MASTERCARD INCORPORATED
CL A
57636Q104
1317096
2735
SH
SOLE
0
0
2735
MCDONALDS CORP
COM
580135101
754527
2676
SH
SOLE
0
0
2676
MERCADOLIBRE INC
COM
58733R102
1084075
717
SH
SOLE
0
0
717
MERCK & CO INC
COM
58933Y105
422729
3204
SH
SOLE
0
0
3204
META PLATFORMS INC
CL A
30303M102
1139631
2347
SH
SOLE
0
0
2347
MICROSOFT CORP
COM
594918104
4464823
10612
SH
SOLE
0
0
10612
NETFLIX INC
COM
64110L106
1588775
2616
SH
SOLE
0
0
2616
NEXTERA ENERGY INC
COM
65339F101
539050
8435
SH
SOLE
0
0
8435
NIKE INC
CL B
654106103
234566
2496
SH
SOLE
0
0
2496
NOVO-NORDISK A S
ADR
670100205
221618
1726
SH
SOLE
0
0
1726
NVIDIA CORPORATION
COM
67066G104
4905667
5429
SH
SOLE
0
0
5429
PALO ALTO NETWORKS INC
COM
697435105
529902
1865
SH
SOLE
0
0
1865
PEPSICO INC
COM
713448108
286823
1639
SH
SOLE
0
0
1639
PFIZER INC
COM
717081103
392560
14146
SH
SOLE
0
0
14146
PIMCO CORPORATE & INCM STRG
COM
72200U100
396862
28408
SH
SOLE
0
0
28408
PIMCO CORPORATE & INCOME OPP
COM
72201B101
487915
32812
SH
SOLE
0
0
32812
PIMCO INCOME STRATEGY FD
COM
72201H108
558831
65900
SH
SOLE
0
0
65900
PIMCO INCOME STRATEGY FD II
COM
72201J104
458779
61499
SH
SOLE
0
0
61499
PNC FINL SVCS GROUP INC
COM
693475105
213312
1320
SH
SOLE
0
0
1320
PROCTER AND GAMBLE CO
COM
742718109
890722
5490
SH
SOLE
0
0
5490
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
618249
9258
SH
SOLE
0
0
9258
REALTY INCOME CORP
COM
756109104
201610
3727
SH
SOLE
0
0
3727
REAVES UTIL INCOME FD
COM SH BEN INT
756158101
812027
30120
SH
SOLE
0
0
30120
ROCKWELL AUTOMATION INC
COM
773903109
393027
1349
SH
SOLE
0
0
1349
SALESFORCE INC
COM
79466L302
467733
1553
SH
SOLE
0
0
1553
SCHWAB CHARLES CORP
COM
808513105
244719
3383
SH
SOLE
0
0
3383
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
736430
7943
SH
SOLE
0
0
7943
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1725025
21394
SH
SOLE
0
0
21394
SERVICENOW INC
COM
81762P102
413221
542
SH
SOLE
0
0
542
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3084236
5896
SH
SOLE
0
0
5896
TESLA INC
COM
88160R101
2869772
16325
SH
SOLE
0
0
16325
THERMO FISHER SCIENTIFIC INC
COM
883556102
233298
401
SH
SOLE
0
0
401
UNITED RENTALS INC
COM
911363109
1025780
1423
SH
SOLE
0
0
1423
UNITEDHEALTH GROUP INC
COM
91324P102
918782
1857
SH
SOLE
0
0
1857
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
265344
1179
SH
SOLE
0
0
1179
VANGUARD INDEX FDS
GROWTH ETF
922908736
1231457
3578
SH
SOLE
0
0
3578
VANGUARD INDEX FDS
VALUE ETF
922908744
297754
1828
SH
SOLE
0
0
1828
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
352694
734
SH
SOLE
0
0
734
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
421671
3485
SH
SOLE
0
0
3485
VANGUARD WORLD FD
INF TECH ETF
92204A702
520905
993
SH
SOLE
0
0
993
VERIZON COMMUNICATIONS INC
COM
92343V104
323720
7715
SH
SOLE
0
0
7715
VIRTUS CONVERTIBLE & INC FD
COM
92838U108
33554
11222
SH
SOLE
0
0
11222
VISA INC
COM CL A
92826C839
1137267
4075
SH
SOLE
0
0
4075
WALMART INC
COM
931142103
619360
10293
SH
SOLE
0
0
10293
WASTE MGMT INC DEL
COM
94106L109
286696
1345
SH
SOLE
0
0
1345