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Connectus Wealth, LLC13F | |
| Connectus Wealth, LLC | |
| Last update 2024-05-14 | 377 Stocks (33 new) |
| Value $3.63 Bil | Turnover 9 % |
Connectus Wealth, LLC Top Holdings of 2024-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 1,650,790 | 242,961.6 | +7.20% | 6.700 | +0.45% | 0.010 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AMZN | Amazon.com Inc | 1,632,232 | 230,067.0 | +2.42% | 6.340 | +0.15% | 0.020 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
MSFT | Microsoft Corp | 428,145 | 115,865.3 | -43.75% | 3.200 | -2.06% | 0.010 | +38.94% | +21.47% | 3,790,969.0 | Software | |
GOOG | Alphabet Inc | 1,201,196 | 110,973.1 | +0.57% | 3.060 | +0.02% | 0.010 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media | |
MA | Mastercard Inc | 307,142 | 110,856.6 | -16.05% | 3.060 | -0.41% | 0.030 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
COST | Costco Wholesale Corp | 143,730 | 104,097.4 | -8.20% | 2.870 | -0.17% | 0.030 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
TMO | Thermo Fisher Scientific Inc | 176,691 | 102,694.6 | -1.31% | 2.830 | -0.03% | 0.050 | -2.88% | -20.13% | 156,565.6 | Medical Diagnostics & Research | |
GOOGL | Alphabet Inc | 672,660 | 101,526.0 | +12.59% | 2.800 | +0.31% | 0.010 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
JPM | JPMorgan Chase & Co | 467,796 | 93,699.6 | -15.96% | 2.580 | -0.31% | 0.020 | +26.17% | +23.48% | 800,897.6 | Banks | |
AMD | Advanced Micro Devices Inc | 420,645 | 75,923.0 | -3.26% | 2.090 | -0.04% | 0.030 | +79.42% | +29.97% | 254,544.2 | Semiconductors |
Connectus Wealth, LLC's Historical Top Holdings Breakdowns
Connectus Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 2024-03-31 | Reduce Reduce | -3.72% | 467.28 ($497.86) 523.17 | $627.58 | 26.06% | Reduce -77.75% | 108,346 | -378,507 | |
MSFT | Microsoft Corp | 2024-03-31 | Reduce Reduce | -2.06% | 367.75 ($404.82) 429.37 | $510.05 | 25.99% | Reduce -43.75% | 428,145 | -333,049 | |
IVV | iShares Core S&P 500 ETF | 2024-03-31 | Reduce Reduce | -1.90% | 469.56 ($500.36) 525.73 | $630.67 | 26.04% | Reduce -98.95% | 2,051 | -193,074 | |
SPHQ | Invesco S&P 500 Quality ETF | 2024-03-31 | Reduce Reduce | -1.35% | 53.17 ($57.29) 60.48 | $71.37 | 24.58% | Reduce -95.5% | 57,098 | -1,210,362 | |
MBB | iShares MBS ETF | 2024-03-31 | Sold Out Sold Out | -1.07% | 91.2 ($92.5) 93.98 | $92.80 | 0.32% | Sold Out | 0 | -548,677 | |
NVO | Novo Nordisk A/S | 2024-03-31 | Add Add | +1.03% | 102.11 ($119.04) 135.92 | $64.31 | -45.98% | Add 1208.62% | 312,210 | 288,352 | |
UNH | UnitedHealth Group Inc | 2024-03-31 | Reduce Reduce | -1.00% | 472.6 ($508.38) 545.42 | $282.65 | -44.40% | Reduce -62.29% | 55,574 | -91,795 | |
JPST | JPMorgan Ultra-Short Income ETF | 2024-03-31 | Reduce Reduce | -0.88% | 50.23 ($50.35) 50.49 | $50.60 | 0.50% | Reduce -73.28% | 310,138 | -850,654 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2024-03-31 | Reduce Reduce | -0.80% | 81.49 ($81.84) 82.34 | $82.53 | 0.84% | Reduce -84.8% | 84,108 | -469,305 | |
CAT | Caterpillar Inc | 2024-03-31 | Add Add | +0.69% | 278.63 ($319.61) 366.43 | $413.71 | 29.44% | Add 2476.44% | 71,187 | 68,424 |
Connectus Wealth, LLC Total Holding History ($B)
Connectus Wealth, LLC's Asset Allocation
Connectus Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Connectus Wealth, LLC's Hypothetical Growth since 2024-03-31
Connectus Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Connectus Wealth, LLC's Holdings Heat Map
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Connectus Wealth, LLC's Holdings Bubble Chart
Connectus Wealth, LLC News
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