Connectus Wealth, LLC Incresed Positions in Q1 2024

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
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
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
672
+ 60.98%
$902.69 - $993.35 $607K - $668K
1.77K $1.71M
CEIX
Consol Energy Inc.

Energy
12.8K
+ 56.68%
$76.29 - $104.6 $978K - $1.34M
35.4K $2.97M
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
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
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
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
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
EDIV
Spdr S&P Emerging Dividends Et

ETFs
5.11K
+ 13.02%
$31.07 - $34.0 $159K - $174K
44.3K $1.49M
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
KO
Coca Cola CO

Consumer Defensive
727
+ 1.55%
$58.91 - $61.24 $42.8K - $44.5K
47.7K $2.92M
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
FIS
Fidelity National Information Services, Inc.

Technology
38
+ 0.61%
$59.01 - $74.18 $2.24K - $2.82K
6.31K $468K
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
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
CHY
Calamos Convertible & High Income Fund

Financial Services
2.35K
+ 7.35%
$11.16 - $12.14 $26.2K - $28.5K
34.3K $405K
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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