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 |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 101 | $286,823 | 1,639 | 0.00 | 0.00 | -12 | -0.73 | 03-31-2024 |
| WASTE MGMT INC DEL | COM | 102 | $286,696 | 1,345 | 0.00 | 0.00 | -207 | -13.34 | 03-31-2024 |
| BOEING CO | COM | 103 | $284,274 | 1,473 | 0.00 | 0.00 | 165 | 12.61 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 104 | $282,673 | 5,603 | 0.00 | 0.00 | -1,184 | -17.45 | 03-31-2024 |
