Connectus Wealth, LLC Purchases in Q1 2024

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
FICO
Fair Isaac Corp

Technology
46.6K
New
$1115.46 - $1334.99 $52M - $62.2M
46.6K $58.3M
AMZN
Amazon Com Inc

Consumer Cyclical
38.6K
+ 2.42%
$144.57 - $180.38 $5.58M - $6.96M
1.63M $294M
NVO
Novo Nordisk A S

Healthcare
288K
+ 1208.62%
$102.11 - $135.92 $29.4M - $39.2M
312K $40.1M
CAT
Caterpillar Inc

Industrials
68.4K
+ 2476.44%
$278.63 - $366.43 $19.1M - $25.1M
71.2K $26.1M
AMP
Ameriprise Financial Inc

Financial Services
47.7K
+ 805.43%
$372.06 - $438.44 $17.8M - $20.9M
53.6K $23.5M
GOOGL
Alphabet Inc.

Communication Services
75.2K
+ 12.59%
$131.4 - $153.51 $9.88M - $11.5M
673K $102M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
109K
+ 226.02%
$137.1 - $157.55 $15M - $17.2M
157K $24.5M
CAH
Cardinal Health Inc

Healthcare
154K
New
$102.62 - $115.62 $15.8M - $17.8M
154K $17.2M
GOOG
Alphabet Inc.

Communication Services
6.86K
+ 0.57%
$132.56 - $154.84 $910K - $1.06M
1.2M $183M
ADBE
Adobe Inc.

Technology
39.7K
+ 58.97%
$492.46 - $634.76 $19.5M - $25.2M
107K $53.9M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
150K
New
$65.39 - $69.77 $9.84M - $10.5M
150K $10.5M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
157K
+ 327.28%
$52.62 - $59.4 $8.24M - $9.3M
204K $12.1M
HD
Home Depot, Inc.

Consumer Cyclical
7.47K
+ 5.48%
$338.26 - $395.2 $2.53M - $2.95M
144K $55.1M
FDIS
Fidelity Covington Tr Msci Con

ETFs
92.1K
+ 798.98%
$75.81 - $82.49 $6.98M - $7.6M
104K $8.55M
FSTA
Fidelity Covington Tr Msci Con

ETFs
158K
New
$44.28 - $47.58 $6.98M - $7.5M
158K $7.5M
AMAT
Applied Materials Inc

Technology
16.9K
+ 21.84%
$149.0 - $212.61 $2.52M - $3.59M
94.2K $19.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
132K
New
$47.38 - $47.91 $6.23M - $6.3M
132K $6.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
658
+ 0.82%
$359.29 - $420.52 $236K - $277K
80.5K $33.8M
BAC
Bank Of America Corp

Financial Services
126K
+ 163.07%
$31.73 - $37.92 $4.01M - $4.79M
204K $7.73M
APH
Amphenol Corp

Technology
4.23K
+ 1.55%
$94.46 - $115.35 $400K - $488K
277K $32M
COF
Capital One Financial Corp

Financial Services
31.1K
+ 866.07%
$124.92 - $148.89 $3.89M - $4.64M
34.7K $5.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.1K
+ 11.0%
$429.43 - $481.35 $2.19M - $2.45M
51.4K $24.7M
NOW
Service Now, Inc.

Technology
2.61K
+ 6.15%
$671.87 - $812.94 $1.75M - $2.12M
45.1K $34.4M
FDX
Fedex Corp

Industrials
14.1K
+ 331.8%
$236.39 - $289.74 $3.33M - $4.08M
18.3K $5.31M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
19.7K
+ 24.34%
$86.47 - $110.05 $1.7M - $2.16M
100K $11.1M
IOO
Ishares Tr Global 100 ETF

ETFs
20.2K
+ 9.55%
$79.13 - $89.46 $1.6M - $1.8M
231K $20.7M
BLK
Black Rock Inc.

Financial Services
2.98K
+ 5.8%
$774.31 - $842.06 $2.31M - $2.51M
54.4K $45.4M
XOM
Exxon Mobil Corp

Energy
5.26K
+ 2.89%
$96.8 - $116.24 $509K - $611K
187K $21.8M
FCOM
Fidelity Covington Tr Msci Com

ETFs
63.7K
+ 122.83%
$43.75 - $49.63 $2.79M - $3.16M
116K $5.73M
C
Citigroup Inc

Financial Services
45.8K
+ 218.24%
$51.11 - $63.24 $2.34M - $2.9M
66.9K $4.23M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
72.9K
New
$38.61 - $42.42 $2.81M - $3.09M
72.9K $3.09M
MO
Altria Group, Inc.

Consumer Defensive
13.4K
+ 1.86%
$39.73 - $44.95 $531K - $600K
731K $31.9M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
55.7K
New
$46.08 - $52.37 $2.57M - $2.92M
55.7K $2.92M
T
At&T Inc.

Communication Services
153K
+ 54.33%
$16.23 - $18.04 $2.48M - $2.75M
433K $7.63M
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.3K
+ 60.46%
$80.6 - $93.32 $2.04M - $2.36M
67.1K $6.23M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
31.7K
+ 704.67%
$77.86 - $83.58 $2.47M - $2.65M
36.2K $3.03M
CVX
Chevron Corp

Energy
4.74K
+ 2.3%
$141.82 - $157.74 $673K - $748K
211K $33.3M
CL
Colgate Palmolive CO

Consumer Defensive
17.8K
+ 20.32%
$79.89 - $90.05 $1.42M - $1.6M
105K $9.5M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
31.2K
+ 76.95%
$59.07 - $67.81 $1.84M - $2.11M
71.7K $4.86M
BDX
Becton Dickinson & CO

Healthcare
9.36K
New
$233.45 - $247.73 $2.18M - $2.32M
9.36K $2.32M
VTRS
Viatris Inc

Healthcare
183K
New
$11.27 - $13.53 $2.06M - $2.48M
183K $2.19M
EOG
Eog Resources Inc

Energy
3.54K
+ 1.42%
$109.65 - $127.84 $388K - $452K
252K $32.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
36.2K
+ 11.31%
$35.71 - $39.11 $1.29M - $1.42M
357K $13.9M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
18.5K
New
$103.65 - $116.75 $1.91M - $2.16M
18.5K $1.96M
SYLD
Cambria Shareholder Yld ETF

ETFs
26.2K
New
$65.45 - $73.27 $1.72M - $1.92M
26.2K $1.92M
POOL
Pool Corp

Industrials
4.28K
+ 12.9%
$366.68 - $418.97 $1.57M - $1.79M
37.4K $15.1M
DKNG
Draft Kings Inc.

Consumer Cyclical
41.4K
New
$32.21 - $48.68 $1.33M - $2.02M
41.4K $1.88M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 50.0%
$545250.0 - $634440.0 $1.09M - $1.27M
6 $3.81M
DGRO
Ishares Core Dividend Growth E

ETFs
14.8K
+ 8.76%
$53.33 - $58.06 $789K - $859K
184K $10.7M
Activity Summary
Buys All Purchases 159 New Holdings 36 Increased Positions 123 Sells All Sells 195 Reductions 195 Sold out 0 Options Calls 0 Puts 0
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