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Jonathan Short

@Semmax Financial Advisors Inc.

Latest period2024 - Q3ReportedManaged Assets$363.949MTotal holdings379
Assets growth rate9.39%Assets growth rate (2-Q avg)9.43%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Semmax Financial Advisors Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 379 positions.

Assets under management

The assets under management (AUM) of Semmax Financial Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 363.949M in assets, with a quarterly growth rate of 9.39% and a 2-quarter average growth rate of 9.43%. The portfolio is managed by Jonathan Short, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VGITVanguard Scottsdale Fds
Recent Activity
Exited
0%
$95,760
1,596 shares@ $60.0 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Exited
0%
$84,179
1,826 shares@ $46.11 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
Exited
0%
$54,707
3,096 shares@ $17.68 avg price
NOWServicenow Inc
Recent Activity
Exited
0%
$39,303
48 shares@ $818.82 avg price
VCLTVanguard Scottsdale Fds
Recent Activity
Exited
0%
$38,498
487 shares@ $79.06 avg price
TIPIshares Tr
Recent Activity
Exited
0%
$24,807
228 shares@ $108.81 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$22,818
156 shares@ $146.27 avg price
PECOPhillips Edison & Co Inc
Recent Activity
Exited
0%
$21,692
628 shares@ $34.55 avg price
CLColgate Palmolive Co
Recent Activity
Exited
0%
$21,426
213 shares@ $100.6 avg price
RSGRepublic Svcs Inc
Recent Activity
Exited
0%
$21,242
106 shares@ $200.4 avg price