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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
AMZNAmazon Com Inc
Recent Activity
Increased 16.57%
1.48%
$5.386M
25,779 shares@ $208.92 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 17.13%
1.46%
$5.28M
67,307 shares@ $78.45 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 10.33%
1.42%
$5.144M
28,325 shares@ $181.63 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 3.25%
1.35%
$4.91M
37,266 shares@ $131.76 avg price
LAMRLamar Advertising Co New
Recent Activity
Increased 2.66%
1.32%
$4.776M
37,042 shares@ $128.94 avg price
ETREntergy Corp New
Recent Activity
Decreased -0.17%
1.26%
$4.573M
30,646 shares@ $149.24 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -1.47%
1.26%
$4.566M
40,811 shares@ $111.88 avg price
MDTMedtronic Plc
Recent Activity
Decreased -0.41%
1.26%
$4.564M
51,687 shares@ $88.3 avg price
EIXEdison Intl
Recent Activity
Decreased -9.38%
1.23%
$4.445M
53,718 shares@ $82.75 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 11.47%
1.23%
$4.442M
23,165 shares@ $191.78 avg price