0001172661-23-000512.txt : 20230208 0001172661-23-000512.hdr.sgml : 20230208 20230208081115 ACCESSION NUMBER: 0001172661-23-000512 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230208 DATE AS OF CHANGE: 20230208 EFFECTIVENESS DATE: 20230208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Semus Wealth Partners LLC CENTRAL INDEX KEY: 0001964775 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: 23597171 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 12-31-2022 12-31-2022 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 02-08-2023 0 108 82346698
INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 385624 2386 SH SOLE 0 0 2386 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 312470 1171 SH SOLE 0 0 1171 ALLSPRING MULTI SECTOR INCOM COM 94987D101 158142 16137 SH SOLE 0 0 16137 ALPHABET INC CAP STK CL A 02079K305 1555760 17633 SH SOLE 0 0 17633 ALPHABET INC CAP STK CL C 02079K107 1749933 19722 SH SOLE 0 0 19722 AMAZON COM INC COM 023135106 2333520 27780 SH SOLE 0 0 27780 AMGEN INC COM 031162100 437580 1666 SH SOLE 0 0 1666 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 584273 16293 SH SOLE 0 0 16293 APPLE INC COM 037833100 17737485 136516 SH SOLE 0 0 136516 ARBOR REALTY TRUST INC COM 038923108 264087 20022 SH SOLE 0 0 20022 AT&T INC COM 00206R102 264011 14341 SH SOLE 0 0 14341 BANK AMERICA CORP COM 060505104 409725 12371 SH SOLE 0 0 12371 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 234455 759 SH SOLE 0 0 759 BLACKROCK CORE BD TR SHS BEN INT 09249E101 312563 30112 SH SOLE 0 0 30112 BLACKROCK CR ALLOCATION INCO COM 092508100 378169 37442 SH SOLE 0 0 37442 BLACKROCK HEALTH SCIENCES TR COM 09250W107 576258 13223 SH SOLE 0 0 13223 BLACKROCK INCOME TR INC COM NEW 09247F209 382466 30994 SH SOLE 0 0 30994 BLACKROCK MULTI SECTOR INC T COM 09258A107 906194 63772 SH SOLE 0 0 63772 BLACKROCK SCIENCE & TECHNOLO SHS 09258G104 266703 9401 SH SOLE 0 0 9401 BOEING CO COM 097023105 277734 1458 SH SOLE 0 0 1458 BOSTON BEER INC CL A 100557107 873228 2650 SH SOLE 0 0 2650 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 150211 14238 SH SOLE 0 0 14238 CALAMOS CONV OPPORTUNITIES & SH BEN INT 128117108 639739 60870 SH SOLE 0 0 60870 CALAMOS DYNAMIC CONV & INCOM COM 12811V105 239098 11669 SH SOLE 0 0 11669 CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101 230352 17165 SH SOLE 0 0 17165 CHEVRON CORP NEW COM 166764100 225803 1258 SH SOLE 0 0 1258 CISCO SYS INC COM 17275R102 585034 12280 SH SOLE 0 0 12280 COCA COLA CO COM 191216100 582566 9158 SH SOLE 0 0 9158 COMCAST CORP NEW CL A 20030N101 276971 7920 SH SOLE 0 0 7920 CVS HEALTH CORP COM 126650100 282369 3030 SH SOLE 0 0 3030 DANAHER CORPORATION COM 235851102 236942 893 SH SOLE 0 0 893 DISNEY WALT CO COM 254687106 237863 2738 SH SOLE 0 0 2738 DNP SELECT INCOME FD INC COM 23325P104 392434 34883 SH SOLE 0 0 34883 DUKE ENERGY CORP NEW COM NEW 26441C204 246091 2389 SH SOLE 0 0 2389 EATON VANCE ENHANCED EQUITY COM 278277108 443892 26821 SH SOLE 0 0 26821 EATON VANCE RISK-MANAGED DIV COM 27829G106 484418 64589 SH SOLE 0 0 64589 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 166761 13580 SH SOLE 0 0 13580 EATON VANCE TAX-MANAGED GLOB COM 27829F108 225775 29904 SH SOLE 0 0 29904 EXXON MOBIL CORP COM 30231G102 525046 4760 SH SOLE 0 0 4760 FORD MTR CO DEL COM 345370860 153160 13169 SH SOLE 0 0 13169 GLOBAL X FDS S&P 500 COVERED 37954Y475 214324 5444 SH SOLE 0 0 5444 GOLDMAN SACHS GROUP INC COM 38141G104 583286 1699 SH SOLE 0 0 1699 GRANITESHARES GOLD TR SHS BEN INT 38748G101 1021594 56598 SH SOLE 0 0 56598 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 956744 62861 SH SOLE 0 0 62861 HOME DEPOT INC COM 437076102 396589 1256 SH SOLE 0 0 1256 INVESCO QQQ TR UNIT SER 1 46090E103 350214 1315 SH SOLE 0 0 1315 ISHARES TR INTRM GOV CR ETF 464288612 1019170 9947 SH SOLE 0 0 9947 ISHARES TR CORE TOTAL USD 46434V613 457431 10181 SH SOLE 0 0 10181 ISHARES TR 1 3 YR TREAS BD 464287457 205117 2527 SH SOLE 0 0 2527 ISHARES TR MBS ETF 464288588 263781 2844 SH SOLE 0 0 2844 ISHARES TR EAFE VALUE ETF 464288877 390056 8502 SH SOLE 0 0 8502 ISHARES TR EAFE GRWTH ETF 464288885 269511 3218 SH SOLE 0 0 3218 ISHARES TR SELECT DIVID ETF 464287168 433460 3594 SH SOLE 0 0 3594 ISHARES TR CORE S&P500 ETF 464287200 4105663 10686 SH SOLE 0 0 10686 ISHARES TR 0-3 MNTH TREASRY 46436E718 251660 2513 SH SOLE 0 0 2513 ISHARES TR CORE US AGGBD ET 464287226 342212 3528 SH SOLE 0 0 3528 ISHARES TR SHORT TREAS BD 464288679 396332 3606 SH SOLE 0 0 3606 ISHARES TR ESG AWR MSCI USA 46435G425 754854 8907 SH SOLE 0 0 8907 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 229294 8134 SH SOLE 0 0 8134 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 289600 5731 SH SOLE 0 0 5731 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 2073573 38054 SH SOLE 0 0 38054 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 757867 15118 SH SOLE 0 0 15118 JOHNSON & JOHNSON COM 478160104 2069622 11716 SH SOLE 0 0 11716 JPMORGAN CHASE & CO COM 46625H100 486758 3630 SH SOLE 0 0 3630 LILLY ELI & CO COM 532457108 533946 1460 SH SOLE 0 0 1460 LOCKHEED MARTIN CORP COM 539830109 292843 602 SH SOLE 0 0 602 MASTERCARD INCORPORATED CL A 57636Q104 834093 2399 SH SOLE 0 0 2399 MCDONALDS CORP COM 580135101 693946 2633 SH SOLE 0 0 2633 MERCADOLIBRE INC COM 58733R102 560211 662 SH SOLE 0 0 662 MERCK & CO INC COM 58933Y105 446147 4021 SH SOLE 0 0 4021 META PLATFORMS INC CL A 30303M102 232617 1933 SH SOLE 0 0 1933 MICROSOFT CORP COM 594918104 2299453 9588 SH SOLE 0 0 9588 NETFLIX INC COM 64110L106 994335 3372 SH SOLE 0 0 3372 NEXTERA ENERGY INC COM 65339F101 831277 9944 SH SOLE 0 0 9944 NIKE INC CL B 654106103 322361 2755 SH SOLE 0 0 2755 NVIDIA CORPORATION COM 67066G104 628965 4304 SH SOLE 0 0 4304 PEPSICO INC COM 713448108 212274 1175 SH SOLE 0 0 1175 PFIZER INC COM 717081103 626312 12223 SH SOLE 0 0 12223 PIMCO CORPORATE & INCM STRG COM 72200U100 383403 32355 SH SOLE 0 0 32355 PIMCO CORPORATE & INCOME OPP COM 72201B101 481277 40073 SH SOLE 0 0 40073 PIMCO INCOME STRATEGY FD COM 72201H108 676258 83386 SH SOLE 0 0 83386 PIMCO INCOME STRATEGY FD II COM 72201J104 576263 81508 SH SOLE 0 0 81508 PROCTER AND GAMBLE CO COM 742718109 960861 6340 SH SOLE 0 0 6340 REALTY INCOME CORP COM 756109104 241676 3810 SH SOLE 0 0 3810 REAVES UTIL INCOME FD COM SH BEN INT 756158101 954734 33772 SH SOLE 0 0 33772 SALESFORCE INC COM 79466L302 212542 1603 SH SOLE 0 0 1603 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2662849 35251 SH SOLE 0 0 35251 SELECT SECTOR SPDR TR ENERGY 81369Y506 299072 3419 SH SOLE 0 0 3419 SERVICENOW INC COM 81762P102 242280 624 SH SOLE 0 0 624 SPDR S&P 500 ETF TR TR UNIT 78462F103 987345 2582 SH SOLE 0 0 2582 TEKLA WORLD HEALTHCARE FD BEN INT SHS 87911L108 183039 12494 SH SOLE 0 0 12494 TESLA INC COM 88160R101 1645315 13357 SH SOLE 0 0 13357 THERMO FISHER SCIENTIFIC INC COM 883556102 285050 518 SH SOLE 0 0 518 UNITED PARCEL SERVICE INC CL B 911312106 247268 1422 SH SOLE 0 0 1422 UNITED RENTALS INC COM 911363109 426504 1200 SH SOLE 0 0 1200 UNITEDHEALTH GROUP INC COM 91324P102 732845 1382 SH SOLE 0 0 1382 VANGUARD INDEX FDS GROWTH ETF 922908736 367213 1723 SH SOLE 0 0 1723 VANGUARD INDEX FDS VALUE ETF 922908744 757520 5397 SH SOLE 0 0 5397 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 263010 749 SH SOLE 0 0 749 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 208463 1373 SH SOLE 0 0 1373 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 719454 6649 SH SOLE 0 0 6649 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 237637 1085 SH SOLE 0 0 1085 VANGUARD WORLD FDS INF TECH ETF 92204A702 264696 829 SH SOLE 0 0 829 VANGUARD WORLD FDS ENERGY ETF 92204A306 685426 5652 SH SOLE 0 0 5652 VERIZON COMMUNICATIONS INC COM 92343V104 404711 10272 SH SOLE 0 0 10272 VISA INC COM CL A 92826C839 895827 4312 SH SOLE 0 0 4312 WALMART INC COM 931142103 487902 3441 SH SOLE 0 0 3441 WASTE MGMT INC DEL COM 94106L109 303861 1937 SH SOLE 0 0 1937