0001437749-23-031916.txt : 20231114
0001437749-23-031916.hdr.sgml : 20231114
20231114144922
ACCESSION NUMBER: 0001437749-23-031916
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231114
DATE AS OF CHANGE: 20231114
EFFECTIVENESS DATE: 20231114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Semmax Financial Advisors Inc.
CENTRAL INDEX KEY: 0001767301
IRS NUMBER: 260582387
STATE OF INCORPORATION: NC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19234
FILM NUMBER: 231404644
BUSINESS ADDRESS:
STREET 1: 1447 TRADEMART BLVD
CITY: WINSTON SALEM
STATE: NC
ZIP: 27127
BUSINESS PHONE: 3368560080
MAIL ADDRESS:
STREET 1: 1447 TRADEMART BLVD
CITY: WINSTON SALEM
STATE: NC
ZIP: 27127
13F-HR
1
primary_doc.xml
X0202
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028-19234
09-30-2023
09-30-2023
Semmax Financial Advisors Inc.
1447 TRADEMART BLVD
WINSTON SALEM
NC
27127
13F HOLDINGS REPORT
028-19234
N
Jonathan Short
CCO
336-856-0080
/s/ Jonathan Short
Winston Salem
NC
11-14-2023
0
368
249785263
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F13InfoTable_63349.xml
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COM
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366
SH
SOLE
0
0
366
ISHARES TR
USD INV GRDE ETF
464288620
7783
162
SH
SOLE
0
0
162
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
41625
835
SH
SOLE
0
0
835
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
44657
891
SH
SOLE
0
0
891
JOHNSON & JOHNSON
COM
478160104
211602
1433
SH
SOLE
0
0
1433
JOHNSON CTLS INTL PLC
SHS
G51502105
6541
129
SH
SOLE
0
0
129
JPMORGAN CHASE & CO
COM
46625H100
6557729
44984
SH
SOLE
73
0
44911
KBR INC
COM
48242W106
5005
95
SH
SOLE
0
0
95
KINDER MORGAN INC DEL
COM
49456B101
22087
1314
SH
SOLE
0
0
1314
KOSMOS ENERGY LTD
COM
500688106
3465
500
SH
SOLE
0
0
500
KRAFT HEINZ CO
COM
500754106
831
25
SH
SOLE
0
0
25
KROGER CO
COM
501044101
596
13
SH
SOLE
0
0
13
KYNDRYL HLDGS INC
COMMON STOCK
50155Q100
3211
184
SH
SOLE
0
0
184
LAMAR ADVERTISING CO NEW
CL A
512816109
4535525
49262
SH
SOLE
91
0
49171
LAUDER ESTEE COS INC
CL A
518439104
1376
12
SH
SOLE
0
0
12
LIBERTY BROADBAND CORP
COM SER A
530307107
164
2
SH
SOLE
0
0
2
LIBERTY BROADBAND CORP
COM SER C
530307305
410
5
SH
SOLE
0
0
5
LIBERTY MEDIA CORP DEL
COM LBTY LIV S A
531229748
69
2
SH
SOLE
0
0
2
LIBERTY MEDIA CORP DEL
COM LBTY LIV S C
531229722
176
5
SH
SOLE
0
0
5
LIBERTY MEDIA CORP DEL
COM LBTY ONE S A
531229771
119
2
SH
SOLE
0
0
2
LIBERTY MEDIA CORP DEL
COM LBTY ONE S C
531229755
332
5
SH
SOLE
0
0
5
LIBERTY MEDIA CORP DEL
COM LBTY SRM S A
531229813
254
10
SH
SOLE
0
0
10
LIBERTY MEDIA CORP DEL
COM LBTY SRM S C
531229789
506
20
SH
SOLE
0
0
20
LINCOLN NATL CORP IND
COM
534187109
268
12
SH
SOLE
0
0
12
LIONS GATE ENTMNT CORP
CL B NON VTG
535919500
115
13
SH
SOLE
0
0
13
LIVE OAK BANCSHARES INC
COM
53803X105
4571
153
SH
SOLE
0
0
153
LLOYDS BANKING GROUP PLC
SPONSORED ADR
539439109
2078780
1024029
SH
SOLE
1854
0
1022175
LOCKHEED MARTIN CORP
COM
539830109
2233470
5019
SH
SOLE
6
0
5013
LOWES COS INC
COM
548661107
212235
1095
SH
SOLE
0
0
1095
LYFT INC
CL A COM
55087P104
2243
230
SH
SOLE
0
0
230
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
2754
29
SH
SOLE
0
0
29
MANULIFE FINL CORP
COM
56501R106
10271
551
SH
SOLE
0
0
551
MARATHON OIL CORP
COM
565849106
16553
660
SH
SOLE
0
0
660
MARATHON PETE CORP
COM
56585A102
96862
660
SH
SOLE
0
0
660
MARKETAXESS HLDGS INC
COM
57060D108
19687
89
SH
SOLE
0
0
89
MARRIOTT INTL INC NEW
CL A
571903202
3955
20
SH
SOLE
0
0
20
MARRIOTT VACATIONS WORLDWIDE
COM
57164Y107
153
2
SH
SOLE
0
0
2
MASTERCARD INCORPORATED
CL A
57636Q104
2093000
5307
SH
SOLE
0
0
5307
MCCORMICK & CO INC
COM NON VTG
579780206
2214
34
SH
SOLE
0
0
34
MCDONALDS CORP
COM
580135101
51490
191
SH
SOLE
0
0
191
MCKESSON CORP
COM
58155Q103
598732
1272
SH
SOLE
0
0
1272
MEDTRONIC PLC
SHS
G5960L103
3414758
47375
SH
SOLE
81
0
47294
MERCK & CO INC
COM
58933Y105
3805
37
SH
SOLE
0
0
37
META PLATFORMS INC
CL A
30303M102
3128294
9503
SH
SOLE
0
0
9503
MICROSOFT CORP
COM
594918104
4660881
12711
SH
SOLE
0
0
12711
MICROSTRATEGY INC
CL A NEW
594972408
5049
10
SH
SOLE
0
0
10
MORGAN STANLEY
COM NEW
617446448
39387
519
SH
SOLE
0
0
519
MOSAIC CO NEW
COM
61945C103
828
24
SH
SOLE
0
0
24
MURPHY USA INC
COM
626755102
11153
30
SH
SOLE
0
0
30
NETAPP INC
COM
64110D104
78
1
SH
SOLE
0
0
1
NETFLIX INC
COM
64110L106
530136
1192
SH
SOLE
0
0
1192
NEW YORK CMNTY BANCORP INC
COM
649445103
1974
214
SH
SOLE
0
0
214
NEWS CORP NEW
CL A
65249B109
576
28
SH
SOLE
0
0
28
NEXTERA ENERGY INC
COM
65339F101
6123
112
SH
SOLE
0
0
112
NORDSON CORP
COM
655663102
22726
102
SH
SOLE
0
0
102
NORFOLK SOUTHN CORP
COM
655844108
45496
227
SH
SOLE
0
0
227
NOVARTIS AG
SPONSORED ADR
66987V109
821341
8729
SH
SOLE
0
0
8729
NUCOR CORP
COM
670346105
2302
15
SH
SOLE
0
0
15
NVIDIA CORPORATION
COM
67066G104
4498
9
SH
SOLE
0
0
9
OLD DOMINION FREIGHT LINE IN
COM
679580100
161841
414
SH
SOLE
0
0
414
OMEGA HEALTHCARE INVS INC
COM
681936100
1573
49
SH
SOLE
0
0
49
OMNICOM GROUP INC
COM
681919106
3582845
47323
SH
SOLE
77
0
47246
ON SEMICONDUCTOR CORP
COM
682189105
3666
55
SH
SOLE
0
0
55
ORACLE CORP
COM
68389X105
1687106
14780
SH
SOLE
0
0
14780
PACCAR INC
COM
693718108
5630
64
SH
SOLE
0
0
64
PACER FDS TR
US CASH COWS 100
69374H881
5081
105
SH
SOLE
0
0
105
PARAMOUNT GLOBAL
CLASS B COM
92556H206
5532
461
SH
SOLE
0
0
461
PARKER-HANNIFIN CORP
COM
701094104
1268
3
SH
SOLE
0
0
3
PAYPAL HLDGS INC
COM
70450Y103
2339
43
SH
SOLE
0
0
43
PEAKSTONE REALTY TRUST
COMMON SHARES
39818P799
7308
533
SH
SOLE
0
0
533
PEPSICO INC
COM
713448108
16122
96
SH
SOLE
0
0
96
PFIZER INC
COM
717081103
2536274
86291
SH
SOLE
85
0
86206
PHILIP MORRIS INTL INC
COM
718172109
4762593
52918
SH
SOLE
71
0
52847
PHILLIPS EDISON & CO INC
COMMON STOCK
71844V201
20957
628
SH
SOLE
0
0
628
PINNACLE WEST CAP CORP
COM
723484101
2535
36
SH
SOLE
0
0
36
PIONEER NAT RES CO
COM
723787107
238
1
SH
SOLE
0
0
1
PLAINS GP HLDGS L P
LTD PARTNR INT A
72651A207
1329
83
SH
SOLE
0
0
83
PROCTER AND GAMBLE CO
COM
742718109
2841461
18521
SH
SOLE
30
0
18491
PROGRESSIVE CORP
COM
743315103
1459
9
SH
SOLE
0
0
9
PROSHARES TR
SHRT 20+YR TRE
74347X849
364
14
SH
SOLE
0
0
14
PROSPECT CAP CORP
COM
74348T102
8318
1480
SH
SOLE
0
0
1480
PRUDENTIAL FINL INC
COM
744320102
6289
69
SH
SOLE
0
0
69
QORVO INC
COM
74736K101
362
4
SH
SOLE
0
0
4
QUANTUMSCAPE CORP
COM CL A
74767V109
227
41
SH
SOLE
0
0
41
RBB FD INC
US TREAS 3 MNTH
74933W452
259086
5187
SH
SOLE
0
0
5187
RBB FD INC
US TRSRY 6 MNTH
74933W460
526321
10520
SH
SOLE
0
0
10520
REALTY INCOME CORP
COM
756109104
29940
600
SH
SOLE
0
0
600
RESIDEO TECHNOLOGIES INC
COM
76118Y104
535
34
SH
SOLE
0
0
34
ROBLOX CORP
CL A
771049103
13744
355
SH
SOLE
0
0
355
ROCKET COS INC
COM CL A
77311W101
584
73
SH
SOLE
0
0
73
ROLLINS INC
COM
775711104
27066
696
SH
SOLE
0
0
696
RPM INTL INC
COM
749685103
25918
266
SH
SOLE
0
0
266
RTX CORPORATION
COM
75513E101
220095
2683
SH
SOLE
0
0
2683
SABRA HEALTH CARE REIT INC
COM
78573L106
795
56
SH
SOLE
0
0
56
SALESFORCE INC
COM
79466L302
506339
2352
SH
SOLE
0
0
2352
SANOFI
SPONSORED ADR
80105N105
616842
13551
SH
SOLE
0
0
13551
SCHWAB CHARLES CORP
COM
808513105
2250772
41519
SH
SOLE
0
0
41519
SCHWAB STRATEGIC TR
5 10YR CORP BD
808524698
13206
313
SH
SOLE
0
0
313
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
48444
1097
SH
SOLE
0
0
1097
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
5729
79
SH
SOLE
0
0
79
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
904
27
SH
SOLE
0
0
27
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
757
5
SH
SOLE
0
0
5
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1489
8
SH
SOLE
0
0
8
SENSEONICS HLDGS INC
COM
81727U105
611
1100
SH
SOLE
0
0
1100
SERVICE CORP INTL
COM
817565104
3557
61
SH
SOLE
0
0
61
SHELL PLC
SPON ADS
780259305
19812
300
SH
SOLE
0
0
300
SHOPIFY INC
CL A
82509L107
3866
62
SH
SOLE
0
0
62
SIMON PPTY GROUP INC NEW
COM
828806109
588
5
SH
SOLE
0
0
5
SNAP INC
CL A
83304A106
1277
113
SH
SOLE
0
0
113
SOUTHERN CO
COM
842587107
261212
3879
SH
SOLE
0
0
3879
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
1834
5
SH
SOLE
0
0
5
SPDR GOLD TR
GOLD SHS
78463V107
12275
68
SH
SOLE
0
0
68
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
33462
990
SH
SOLE
0
0
990
SPDR S&P 500 ETF TR
TR UNIT
78462F103
221
1
SH
SOLE
0
0
1
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
59221
133
SH
SOLE
0
0
133
SPDR SER TR
BLOOMBERG INVT
78468R200
26469
865
SH
SOLE
0
0
865
SPDR SER TR
PORTFOLIO S&P500
78464A854
136622
2639
SH
SOLE
0
0
2639
SPDR SER TR
S&P REGL BKG
78464A698
249
6
SH
SOLE
0
0
6
SPIRIT RLTY CAP INC NEW
COM NEW
84860W300
3405930
89606
SH
SOLE
158
0
89448
SPLUNK INC
COM
848637104
4404
30
SH
SOLE
0
0
30
SPROTT PHYSICAL GOLD & SILVE
TR UNIT
85208R101
65773
3650
SH
SOLE
0
0
3650
STANLEY BLACK & DECKER INC
COM
854502101
925
11
SH
SOLE
0
0
11
STARBUCKS CORP
COM
855244109
4452658
42780
SH
SOLE
78
0
42702
STARWOOD PPTY TR INC
COM
85571B105
2976
156
SH
SOLE
0
0
156
STEEL DYNAMICS INC
COM
858119100
971
9
SH
SOLE
0
0
9
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1662503
17242
SH
SOLE
0
0
17242
TARGET CORP
COM
87612E106
21460
200
SH
SOLE
0
0
200
TE CONNECTIVITY LTD
SHS
H84989104
22539
180
SH
SOLE
0
0
180
TESLA INC
COM
88160R101
188141
841
SH
SOLE
0
0
841
TEXAS INSTRS INC
COM
882508104
2162048
14689
SH
SOLE
26
0
14663
THERMO FISHER SCIENTIFIC INC
COM
883556102
7568
17
SH
SOLE
0
0
17
TIDAL ETF TR
FOLIOBEYOND ALTE
886364637
5280570
155769
SH
SOLE
0
0
155769
TIMKEN CO
COM
887389104
780
11
SH
SOLE
0
0
11
TKO GROUP HOLDINGS INC
CL A
87256C101
170
2
SH
SOLE
0
0
2
TPI COMPOSITES INC
COM
87266J104
89
45
SH
SOLE
0
0
45
TRACTOR SUPPLY CO
COM
892356106
14847
76
SH
SOLE
0
0
76
TRANSDIGM GROUP INC
COM
893641100
5959
6
SH
SOLE
0
0
6
TRIMBLE INC
COM
896239100
15675
384
SH
SOLE
0
0
384
TRUIST FINL CORP
COM
89832Q109
2842069
95140
SH
SOLE
174
0
94966
TYLER TECHNOLOGIES INC
COM
902252105
18738
45
SH
SOLE
0
0
45
UBER TECHNOLOGIES INC
COM
90353T100
25058
480
SH
SOLE
0
0
480
UBS GROUP AG
SHS
H42097107
193
8
SH
SOLE
0
0
8
ULTA BEAUTY INC
COM
90384S303
12106
31
SH
SOLE
0
0
31
UNILEVER PLC
SPON ADR NEW
904767704
679781
14074
SH
SOLE
0
0
14074
UNITED PARCEL SERVICE INC
CL B
911312106
3820028
27326
SH
SOLE
49
0
27277
UNITEDHEALTH GROUP INC
COM
91324P102
1127197
2078
SH
SOLE
0
0
2078
UNITI GROUP INC
COM
91325V108
604
133
SH
SOLE
0
0
133
VALVOLINE INC
COM
92047W101
35894
1098
SH
SOLE
0
0
1098
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
2677
99
SH
SOLE
0
0
99
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
2229574
30881
SH
SOLE
0
0
30881
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
16125
242
SH
SOLE
0
0
242
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
3588530
47682
SH
SOLE
0
0
47682
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
8022
166
SH
SOLE
0
0
166
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
2047647
14666
SH
SOLE
0
0
14666
VANGUARD INDEX FDS
GROWTH ETF
922908736
7808698
27082
SH
SOLE
0
0
27082
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
5451749
13479
SH
SOLE
0
0
13479
VANGUARD INDEX FDS
SMALL CP ETF
922908751
2091702
11418
SH
SOLE
0
0
11418
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
5216
24
SH
SOLE
0
0
24
VANGUARD INDEX FDS
VALUE ETF
922908744
3445407
25048
SH
SOLE
0
0
25048
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3512
89
SH
SOLE
0
0
89
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
5132
90
SH
SOLE
0
0
90
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
92206C847
2037
37
SH
SOLE
0
0
37
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
1959139
44945
SH
SOLE
0
0
44945
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
4377
76
SH
SOLE
0
0
76
VANGUARD SCOTTSDALE FDS
TOTAL CORP BND
92206C573
170695
2356
SH
SOLE
0
0
2356
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
12992
296
SH
SOLE
0
0
296
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
3661643
35720
SH
SOLE
0
0
35720
VEEVA SYS INC
CL A COM
922475108
529174
3183
SH
SOLE
0
0
3183
VENTAS INC
COM
92276F100
452
11
SH
SOLE
0
0
11
VERIZON COMMUNICATIONS INC
COM
92343V104
2668510
74498
SH
SOLE
133
0
74365
VERTEX PHARMACEUTICALS INC
COM
92532F100
6442
17
SH
SOLE
0
0
17
VIATRIS INC
COM
92556V106
1603
179
SH
SOLE
0
0
179
VIRTUS ETF TR II
NEWFLEET HIG YLD
92790A207
719
35
SH
SOLE
0
0
35
VISA INC
COM CL A
92826C839
2374591
9685
SH
SOLE
0
0
9685
VMWARE INC
CL A COM
928563402
2239
15
SH
SOLE
0
0
15
WALMART INC
COM
931142103
42449
253
SH
SOLE
0
0
253
WARNER BROS DISCOVERY INC
COM SER A
934423104
693
70
SH
SOLE
0
0
70
WELLS FARGO CO NEW
COM
949746101
4100497
99712
SH
SOLE
162
0
99550
WELLTOWER INC
COM
95040Q104
5303
62
SH
SOLE
0
0
62
WILLIAMS COS INC
COM
969457100
216863
6208
SH
SOLE
0
0
6208
WILLIS TOWERS WATSON PLC LTD
SHS
G96629103
2201
9
SH
SOLE
0
0
9
WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
34751
876
SH
SOLE
0
0
876
WP CAREY INC
COM
92936U109
16865
316
SH
SOLE
0
0
316
WPP PLC NEW
ADR
92937A102
125727
2931
SH
SOLE
0
0
2931
XEROX HOLDINGS CORP
COM NEW
98421M106
217
16
SH
SOLE
0
0
16
XPENG INC
ADS
98422D105
1065
68
SH
SOLE
0
0
68
YUM BRANDS INC
COM
988498101
3760
30
SH
SOLE
0
0
30
YUM CHINA HLDGS INC
COM
98850P109
3560
80
SH
SOLE
0
0
80
ZOETIS INC
CL A
98978V103
6769
40
SH
SOLE
0
0
40