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 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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 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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 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