Top 50 Semmax Financial Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES TR | 3.34% | 254.5K | $13.0M | โ | โ | โ | 2025-06-30 |
| VUG | VANGUARD INDEX FDS | 2.69% | 22.8K | $10.4M | โ | โ | โ | 2025-06-30 |
| JPM | JPMORGAN CHASE & CO. | 2.55% | 34.3K | $9.9M | โ | โ | โ | 2025-06-30 |
| VOO | VANGUARD INDEX FDS | 2.4% | 15.9K | $9.3M | โ | โ | โ | 2025-06-30 |
| JAAA | JANUS DETROIT STR TR | 2.37% | 181.7K | $9.2M | โ | โ | โ | 2025-06-30 |
| NEAR | ISHARES U S ETF TR | 2.27% | 173.1K | $8.8M | โ | โ | โ | 2025-06-30 |
| MSFT | MICROSOFT CORP | 1.97% | 14.6K | $7.6M | โ | โ | โ | 2025-06-30 |
| VTV | VANGUARD INDEX FDS | 1.87% | 40.8K | $7.3M | โ | โ | โ | 2025-06-30 |
| META | META PLATFORMS INC | 1.86% | 9.4K | $7.2M | โ | โ | โ | 2025-06-30 |
| XOM | EXXON MOBIL CORP | 1.82% | 66.0K | $7.1M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Semmax Financial Advisors Inc. reports $388.18M in US-listed equity holdings across 431 positions in its most recent 13F filing. Its largest disclosed positions are FLOT (3.3%), VUG (2.7%) and JPM (2.5%). The top 20 holdings account for 39.2% of reported assets. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Semmax Financial Advisors Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767301). View Semmax Financial Advisors Inc.โs 13F filings on SEC