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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
TMUST-mobile Us Inc
Recent Activity
Exited
0%
$20,119
103 shares@ $195.34 avg price
GLWCorning Inc
Recent Activity
Exited
0%
$19,170
482 shares@ $39.78 avg price
METMetlife Inc
Recent Activity
Exited
0%
$18,449
260 shares@ $70.96 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Exited
0%
$18,229
458 shares@ $39.81 avg price
SRESempra
Recent Activity
Exited
0%
$17,901
228 shares@ $78.52 avg price
CBChubb Limited
Recent Activity
Exited
0%
$17,409
65 shares@ $267.84 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$16,991
379 shares@ $44.84 avg price
NOCNorthrop Grumman Corp
Recent Activity
Exited
0%
$12,560
25 shares@ $502.4 avg price
SCHBSchwab Strategic Tr
Recent Activity
Exited
0%
$10,604
169 shares@ $62.75 avg price
DELLDell Technologies Inc
Recent Activity
Exited
0%
$10,294
103 shares@ $99.95 avg price