SERENUS WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOGL | 705K | $3.87M |
 | CMCSA | 350K | $355.03K |
 | ORGNW | 20K | $292 |
 | GBDC | 17K | $233.66K |
 | AAPL | 16K | $4.14M |
 | MO | 12K | $784.73K |
 | CNOB | 9K | $226.49K |
 | AMZN | 8K | $1.77M |
 | NVDA | 5K | $867.49K |
 | PM | 3K | $414.42K |
 | MSFT | 3K | $1.32M |
 | CRM | 2K | $492.25K |
 | TSLA | 2K | $850.30K |
 | KKR | 2K | $234.69K |
 | AMD | 2K | $289.60K |
 | HLI | 2K | $330.56K |
 | META | 1K | $1.01M |
 | BX | 1K | $222.10K |
 | IBM | 1K | $359.89K |
 | GOOG | 874 | $212.88K |
Alphabet Inc.
GOOGL
Shares Held
705K
Value
$3.87M
Comcast Corporation
CMCSA
Shares Held
350K
Value
$355.03K
Origin Materials, Inc.
ORGNW
Shares Held
20K
Value
$292
Golub Capital BDC, Inc.
GBDC
Shares Held
17K
Value
$233.66K
Apple Inc.
AAPL
Shares Held
16K
Value
$4.14M
Altria Group, Inc.
MO
Shares Held
12K
Value
$784.73K
ConnectOne Bancorp, Inc.
CNOB
Shares Held
9K
Value
$226.49K
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.77M
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$867.49K
Philip Morris International Inc.
PM
Shares Held
3K
Value
$414.42K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.32M
Salesforce, Inc.
CRM
Shares Held
2K
Value
$492.25K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$850.30K
KKR & Co. Inc.
KKR
Shares Held
2K
Value
$234.69K
Advanced Micro Devices, Inc.
AMD
Shares Held
2K
Value
$289.60K
Houlihan Lokey, Inc.
HLI
Shares Held
2K
Value
$330.56K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$1.01M
Blackstone Inc.
BX
Shares Held
1K
Value
$222.10K
International Business Machines Corporation
IBM
Shares Held
1K
Value
$359.89K
Alphabet Inc.
GOOG
Shares Held
874
Value
$212.88K