Connectus Wealth, LLC Purchases in Q1 2024

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
PPA
Invesco Exchange Traded Fd Tr

ETFs
6.61K
+ 6.96%
$89.11 - $101.71 $589K - $672K
101K $10.3M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
17.4K
+ 11.93%
$55.4 - $60.38 $966K - $1.05M
164K $9.84M
AFL
Aflac Inc

Financial Services
17.6K
New
$76.2 - $85.86 $1.34M - $1.51M
17.6K $1.51M
BKR
Baker Hughes CO

Energy
44.4K
+ 46.08%
$28.5 - $33.93 $1.26M - $1.51M
141K $4.71M
PANW
Palo Alto Networks Inc

Technology
6.03K
+ 13.75%
$261.97 - $376.9 $1.58M - $2.27M
49.8K $14.2M
DAL
Delta Air Lines, Inc.

Industrials
9.36K
+ 9.14%
$36.98 - $47.87 $346K - $448K
112K $5.35M
DE
Deere & CO

Industrials
2.79K
+ 94.86%
$356.78 - $410.74 $995K - $1.15M
5.73K $2.35M
HEI
Heico Corp

Industrials
5.76K
+ 265.32%
$170.61 - $199.38 $983K - $1.15M
7.93K $1.51M
PLTR
Palantir Technologies Inc.

Technology
30.7K
+ 46.72%
$15.98 - $26.46 $491K - $813K
96.5K $2.22M
MSCI
Msci Inc.

Financial Services
1.84K
+ 13.26%
$538.05 - $604.3 $989K - $1.11M
15.7K $8.8M
XLG
Invesco Exchange Traded Fd Tr

ETFs
10.3K
+ 9.55%
$37.01 - $42.29 $382K - $437K
118K $4.99M
BMY
Bristol Myers Squibb CO

Healthcare
14.7K
+ 57.0%
$47.98 - $54.4 $705K - $799K
40.5K $2.19M
MLPX
Global X Mlp & Energy Infrastr

ETFs
920
+ 0.49%
$43.29 - $48.99 $39.8K - $45.1K
189K $9.24M
FENY
Fidelity Covington Tr Msci Ene

ETFs
11.4K
+ 5.91%
$21.97 - $25.87 $250K - $294K
204K $5.27M
ETSY
Etsy Inc

Consumer Cyclical
49.6K
+ 23.6%
$65.75 - $81.08 $3.26M - $4.02M
260K $17.9M
CLX
Clorox CO

Consumer Defensive
5.03K
New
$139.73 - $157.03 $703K - $790K
5.03K $770K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
672
+ 60.98%
$902.69 - $993.35 $607K - $668K
1.77K $1.71M
OSCR
Oscar Health, Inc.

Healthcare
48.9K
New
$8.66 - $18.25 $423K - $892K
48.9K $727K
DELL
Dell Technologies Inc.

Technology
6.15K
New
$74.79 - $124.59 $460K - $767K
6.15K $702K
CEIX
Consol Energy Inc.

Energy
12.8K
+ 56.68%
$76.29 - $104.6 $978K - $1.34M
35.4K $2.97M
GM
General Motors CO

Consumer Cyclical
14.4K
New
$34.58 - $45.35 $497K - $652K
14.4K $651K
BK
Bank Of New York Mellon Corp

Financial Services
7.19K
+ 17.21%
$51.8 - $57.62 $372K - $414K
49K $2.82M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.96K
+ 9.17%
$91.4 - $91.8 $545K - $547K
70.9K $6.51M
EBAY
Ebay Inc

Consumer Cyclical
2.95K
+ 7.39%
$40.67 - $52.78 $120K - $156K
42.9K $2.26M
DXCM
Dexcom Inc

Healthcare
3.41K
+ 205.05%
$114.22 - $140.1 $390K - $478K
5.08K $704K
HST
Host Hotels & Resorts, Inc.

Real Estate
15.5K
+ 12.16%
$19.17 - $21.15 $298K - $328K
143K $2.96M
COP
Conocophillips

Energy
149
+ 0.37%
$106.93 - $127.28 $15.9K - $19K
40.3K $5.13M
ABT
Abbott Laboratories

Healthcare
2.68K
+ 6.42%
$109.52 - $120.96 $293K - $324K
44.4K $5.04M
WDAY
Workday, Inc.

Technology
3.52K
+ 2.26%
$264.32 - $307.21 $929K - $1.08M
159K $43.4M
ITA
Ishares Tr

ETFs
3.02K
+ 59.58%
$119.3 - $131.93 $361K - $399K
8.09K $1.07M
EXC
Exelon Corp

Utilities
10.8K
New
$33.62 - $37.57 $365K - $408K
10.8K $407K
IXUS
Ishares Tr

ETFs
1.75K
+ 1.81%
$62.39 - $67.92 $109K - $119K
98.3K $6.67M
BOX
Box Inc

Technology
6.66K
+ 8.69%
$24.39 - $30.0 $162K - $200K
83.2K $2.36M
VB
Vanguard Small Cap ETF

ETFs
81
+ 0.37%
$204.0 - $228.59 $16.5K - $18.5K
22K $5.03M
GWW
W.W. Grainger, Inc.

Industrials
262
+ 63.9%
$808.95 - $1029.55 $212K - $270K
672 $683K
FSLR
First Solar, Inc.

Technology
1.9K
New
$139.8 - $172.16 $266K - $327K
1.9K $320K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
966
+ 0.65%
$32.85 - $35.9 $31.7K - $34.7K
149K $5.36M
SPSB
Spdr Portfolio Short Term Corp

ETFs
10.2K
+ 10.31%
$29.65 - $29.92 $303K - $305K
109K $3.25M
CTRA
Coterra Energy Inc.

Energy
793
+ 0.67%
$23.91 - $27.88 $19K - $22.1K
118K $3.3M
ANET
Arista Networks, Inc.

Technology
762
+ 85.52%
$229.4 - $306.42 $175K - $233K
1.65K $479K
SEDG
Solaredge Technologies, Inc.

Technology
3.8K
New
$61.56 - $91.7 $234K - $348K
3.8K $269K
OXY
Occidental Petroleum Corp

Energy
3.74K
New
$56.22 - $64.99 $210K - $243K
3.74K $243K
GL
Globe Life Inc.

Financial Services
2.05K
New
$115.47 - $128.4 $237K - $263K
2.05K $238K
CNC
Centene Corp

Healthcare
1.83K
+ 9.06%
$73.55 - $80.41 $135K - $147K
22K $1.73M
EW
Edwards Lifesciences Corp

Healthcare
519
+ 5.88%
$72.54 - $95.56 $37.6K - $49.6K
9.35K $893K
TBBK
Bancorp, Inc.

Financial Services
6.55K
New
$31.3 - $46.99 $205K - $308K
6.55K $219K
DFS
Discover Financial Services

Financial Services
1.66K
New
$97.0 - $131.09 $161K - $218K
1.66K $217K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
630
New
$282.55 - $336.33 $178K - $212K
630 $211K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
5.11K
+ 13.02%
$31.07 - $34.0 $159K - $174K
44.3K $1.49M
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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