Connectus Wealth, LLC Purchases and Sells in Q1 2024

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

Top Buys

Incresed Positions

123 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	38.6K + 2.42%	$144.57 - $180.38 $5.58M - $6.96M	1.63M $294M
NVO	288K + 1208.62%	$102.11 - $135.92 $29.4M - $39.2M	312K $40.1M
CAT	68.4K + 2476.44%	$278.63 - $366.43 $19.1M - $25.1M	71.2K $26.1M
AMP	47.7K + 805.43%	$372.06 - $438.44 $17.8M - $20.9M	53.6K $23.5M
GOOGL	75.2K + 12.59%	$131.4 - $153.51 $9.88M - $11.5M	673K $102M
FTEC	109K + 226.02%	$137.1 - $157.55 $15M - $17.2M	157K $24.5M

New Holdings

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FICO	46.6K New	$1115.46 - $1334.99 $52M - $62.2M	46.6K $58.3M
CAH	154K New	$102.62 - $115.62 $15.8M - $17.8M	154K $17.2M
PAVE	299K New	$33.2 - $39.81 $9.94M - $11.9M	299K $11.9M
FHLC	150K New	$65.39 - $69.77 $9.84M - $10.5M	150K $10.5M
FSTA	158K New	$44.28 - $47.58 $6.98M - $7.5M	158K $7.5M
VTIP	132K New	$47.38 - $47.91 $6.23M - $6.3M	132K $6.3M

Top Sells

Reduced Positions

195 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-379K - 77.75%	$467.28 - $523.17 $177M - $198M	108K $56.7M
MSFT	-333K - 43.75%	$367.75 - $429.37 $122M - $143M	428K $180M
IVV	-193K - 98.95%	$469.56 - $525.73 $90.7M - $102M	2.05K $1.08M
SPHQ	-1.21M - 95.5%	$53.17 - $60.48 $64.4M - $73.2M	57.1K $3.45M
UNH	-91.8K - 62.29%	$472.6 - $545.42 $43.4M - $50.1M	55.6K $27.5M
JPST	-851K - 73.28%	$50.23 - $50.49 $42.7M - $42.9M	310K $15.6M

Activity Summary All Purchases 159 New Holdings 36 Increased Positions 123 All Sells 195 Reductions 195 Sold out 0 Calls 0 Puts 0

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