Semmax Financial Advisors Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$357M
Signature - Title
Jonathan Short - CCO
Location
Winston Salem, NC
Summary
This page shows a list of all the recent 13F filings made by Semmax Financial Advisors Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Semmax Financial Advisors Inc. reported 375 stock holdings with total value $357M as of Q3 2024. Top holdings included VUG, FLOT, VOO, JPM, and IEF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 375 $357M +$18.8M -$7.53M +$11.3M VUG, FLOT, VOO, JPM, IEF 13F-HR 11/14/2024, 05:17 PM
Q2 2024 410 $327M +$34.4M -$13.7M +$20.8M FLOT, VUG, VOO, NEAR, IEF 13F-HR 8/14/2024, 04:47 PM
Q1 2024 405 $302M +$41.2M -$28M +$13.2M FLOT, VUG, VOO, XOM, NEAR 13F-HR 5/16/2024, 08:36 AM
Q4 2023 400 $262M +$27.6M -$21.4M +$6.25M FLOT, SHV, VUG, VOO, JPM 13F-HR 2/14/2024, 05:20 PM
Q3 2023 367 $250M $0 $0 FLOT, SHV, VUG, JPM, XOM 13F-HR 11/14/2023, 02:49 PM
Q4 2022 279 $250M +$11.7M -$6.45M +$5.23M VYM, SHV, FLOT, SHY, ENB 13F-HR 2/9/2023, 05:04 PM
Q3 2022 266 $197M +$28.7M -$27M +$1.76M VYM, SHV, FLOT, SHY, ENB 13F-HR 11/15/2022, 02:25 PM
Q2 2022 267 $237M +$40.7M -$36.8M +$3.87M VUG, SHV, ENB, VYM, VTV 13F-HR 8/12/2022, 02:43 PM
Q1 2022 281 $254M +$33.6M -$45.5M -$12M VUG, VYM, VTV, ENB, EMHY 13F-HR 5/11/2022, 05:19 PM
Q4 2021 264 $271M +$13.4M -$47.5M -$34.1M VUG, VEA, MBB, VTV, HYG 13F-HR 2/28/2022, 05:56 PM
Q3 2021 252 $290M +$10M -$29.9M -$19.8M VUG, VEA, HYG, MBB, VTV 13F-HR 11/10/2021, 11:08 AM
Q2 2021 251 $313M +$23.3M -$6.38M +$16.9M HYG, VEA, VUG, VTV, MBB 13F-HR 8/10/2021, 06:03 PM
Q1 2021 265 $281M +$33.2M -$8.22M +$24.9M HYG, VEA, VUG, MBB, VTV 13F-HR 5/4/2021, 03:20 PM
Q4 2020 237 $242M +$19.6M -$6.2M +$13.4M HYG, VEA, VUG, VTV, MBB 13F-HR 2/5/2021, 04:26 PM
Q3 2020 242 $210M +$12.6M -$2.91M +$9.68M HYG, VUG, VEA, VTV, FLOT 13F-HR 10/29/2020, 03:45 PM
Q2 2020 263 $191M +$21.1M -$8.29M +$12.9M HYG, VEA, VUG, VTV, FLOT 13F-HR 7/17/2020, 01:41 PM
Q1 2020 267 $158M +$22.5M -$10.9M +$11.6M FLOT, HYG, VEA, VUG, VTV 13F-HR 5/5/2020, 02:44 PM
Q4 2019 278 $181M +$27.4M -$20M +$7.41M VEA, FLOT, HYG, VTV, VUG 13F-HR 2/3/2020, 05:09 PM
Q3 2019 272 $167M +$21M -$10.7M +$10.3M VEA, VUG, VTV, FLOT, HYG 13F-HR 11/7/2019, 01:42 PM
Q2 2019 342 $155M +$49.4M -$41M +$8.36M VEA, VTV, VUG, FLOT, BNDX 13F-HR 8/6/2019, 06:22 PM
Q1 2019 462 $145M +$29.5M -$24.9M +$4.53M VEA, VTV, VUG, BNDX, BSV 13F-HR 5/7/2019, 11:01 AM
Q4 2018 435 $128M $0 $0 VEA, VTV, VUG, BNDX, BSV 13F-HR 2/14/2019, 08:19 AM