Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEMUS WEALTH PARTNERS LLC | 05-07-2024 | 03-31-2024 | 127 | 118,720,606 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $23,212,136 | 135,364 | 0.02 | 0.02 | -514 | -0.38 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $4,917,015 | 9,353 | 0.00 | 0.01 | -3,612 | -27.86 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 3 | $4,905,667 | 5,429 | 0.00 | 0.00 | -65 | -1.18 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $4,464,823 | 10,612 | 0.00 | 0.00 | -377 | -3.43 | 03-31-2024 |
