Connectus Wealth, LLC Purchases in Q1 2024

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
911
New
$191.3 - $230.14 $174K - $210K
911 $209K
ADP
Automatic Data Processing Inc

Industrials
374
+ 6.22%
$232.51 - $255.87 $87K - $95.7K
6.39K $1.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.34K
+ 6.52%
$54.61 - $61.05 $73.2K - $81.8K
21.9K $1.34M
CVS
Cvs Health Corp

Healthcare
837
+ 0.54%
$71.99 - $81.42 $60.3K - $68.1K
157K $12.5M
AGCO
Agco Corp

Industrials
1.36K
+ 9.21%
$106.47 - $124.26 $145K - $169K
16.2K $1.99M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
2.59K
+ 4.59%
$38.56 - $42.81 $99.7K - $111K
58.9K $2.52M
ABC
Amerisourcebergen Corp

Healthcare
985
+ 9.14%
N/A
11.8K $2.18M
ARCC
Ares Capital Corp

Financial Services
6.28K
+ 15.69%
$19.94 - $20.82 $125K - $131K
46.3K $963K
F
Ford Motor CO

Consumer Cyclical
730
+ 0.53%
$10.99 - $13.28 $8.02K - $9.69K
140K $1.85M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
300
+ 0.2%
$10.04 - $11.54 $3.01K - $3.46K
150K $1.7M
GE
General Electric CO

Industrials
325
+ 17.02%
$124.06 - $180.12 $40.3K - $58.5K
2.24K $392K
GS
Goldman Sachs Group Inc

Financial Services
165
+ 6.68%
$376.91 - $417.69 $62.2K - $68.9K
2.64K $1.1M
ENTG
Entegris Inc

Technology
87
+ 1.41%
$109.04 - $145.37 $9.49K - $12.6K
6.24K $876K
CTVA
Corteva, Inc.

Basic Materials
81
+ 0.61%
$44.41 - $57.67 $3.6K - $4.67K
13.4K $775K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
6.6K
+ 4.7%
$49.79 - $52.38 $328K - $345K
147K $7.51M
AZO
Autozone Inc

Consumer Cyclical
12
+ 7.55%
$2521.28 - $3239.32 $30.3K - $38.9K
171 $538K
IEMG
Ishares Inc

ETFs
1.79K
+ 5.82%
$47.6 - $51.96 $85K - $92.7K
32.5K $1.68M
QUAL
Ishares Msci Usa Quality Facto

ETFs
43
+ 0.71%
$144.62 - $165.44 $6.22K - $7.11K
6.11K $1M
GAB
Gabelli Equity Trust Inc

Financial Services
19.7K
New
$4.97 - $5.72 $97.7K - $112K
19.7K $108K
FIS
Fidelity National Information Services, Inc.

Technology
38
+ 0.61%
$59.01 - $74.18 $2.24K - $2.82K
6.31K $468K
COGT
Cogent Biosciences, Inc.

Healthcare
11.6K
New
$4.38 - $9.02 $50.9K - $105K
11.6K $78K
CTSH
Cognizant Technology Solutions Corp

Technology
1.92K
+ 6.75%
$71.9 - $79.82 $138K - $153K
30.4K $2.23M
CMI
Cummins Inc

Industrials
42
+ 3.68%
$229.21 - $294.69 $9.63K - $12.4K
1.18K $348K
HES
Hess Corp

Energy
81
+ 1.48%
$137.11 - $152.64 $11.1K - $12.4K
5.57K $849K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
27.4K
New
$1.65 - $2.32 $45.1K - $63.5K
27.4K $51K
IBB
Ishares Biotechnology ETF

ETFs
105
+ 0.41%
$132.3 - $140.89 $13.9K - $14.8K
25.9K $3.55M
CSX
Csx Corp

Industrials
4
+ 0.02%
$34.39 - $38.38 $138 - $154
20.2K $748K
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
185
+ 0.4%
$40.07 - $41.74 $7.41K - $7.72K
46.5K $1.93M
EVGO
E Vgo Inc.

Consumer Cyclical
17.1K
New
$1.96 - $3.3 $33.4K - $56.3K
17.1K $42K
CHY
Calamos Convertible & High Income Fund

Financial Services
2.35K
+ 7.35%
$11.16 - $12.14 $26.2K - $28.5K
34.3K $405K
MGC
Vanguard Mega Cap ETF

ETFs
4
+ 0.3%
$166.37 - $187.03 $665 - $748
1.34K $251K
XLP
Consumer Staples Sector Spdr

ETFs
26
+ 0.55%
$71.59 - $76.36 $1.86K - $1.99K
4.73K $361K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.27%
$168.47 - $182.98 $674 - $732
1.47K $267K
DUK
Duke Energy Corp

Utilities
136
+ 1.4%
$90.65 - $99.39 $12.3K - $13.5K
9.85K $952K
TWOU
2 U, Inc.

Consumer Defensive
23.8K
New
$0.32 - $1.17 $7.62K - $27.8K
23.8K $9K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
29
+ 0.2%
$21.83 - $22.18 $633 - $643
14.3K $315K
NLOK
Norton Life Lock Inc.

Technology
63
+ 0.52%
N/A
12.2K $263K
NMXS
Net Med Xpress Solutions Inc C
27.2K
New
$0.01 - $0.03 $272 - $817
27.2K $0
Brookfield Corp
13.7K
+ 2.25%
N/A
625K $0
FHNPRC
First Horizon Corp Dep Shs Rep
62.2K
New
N/A
62.2K $0
SFPRB
Stifel Finl Corp Dep Shs Repst
14.4K
New
N/A
14.4K $0
Invesco Exchange Traded Fund T S&P Smallcap 600 ETF
19.5K
+ 13.11%
N/A
168K $0
TWOPRB
Two Hbrs Invt Corp Pfd Ser B F
8.4K
+ 29.89%
N/A
36.5K $0
Altegris Winton Futures Fund L P Cl B Nsa
69.1K
New
N/A
69.1K $0
TWOPRA
Two Hbrs Invt Corp
8.48K
+ 9.0%
N/A
103K $0
WEC
Wec Energy Group, Inc.

Utilities
17
+ 0.64%
$76.46 - $86.61 $1.3K - $1.47K
2.66K $218K
VRSK
Verisk Analytics, Inc.

Industrials
99
+ 0.91%
$231.21 - $250.66 $22.9K - $24.8K
11K $2.59M
AKAM
Akamai Technologies Inc

Technology
178
+ 4.97%
$106.95 - $128.32 $19K - $22.8K
3.76K $408K
ACN
Accenture PLC

Technology
1.22K
+ 1.19%
$333.82 - $386.91 $408K - $473K
104K $36.2M
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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