Connectus Wealth, LLC Reduced Holdings in Q1 2024

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
LECO
Lincoln Electric Holdings Inc

Industrials
-400
- 12.5%
$209.19 - $258.37 $83.7K - $103K
2.8K $715K
AEM
Agnico Eagle Mines LTD

Basic Materials
-3.5K
- 7.16%
$44.98 - $59.65 $157K - $209K
45.4K $2.71M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-76
- 0.32%
$29.36 - $31.46 $2.23K - $2.39K
23.9K $728K
MOH
Molina Healthcare, Inc.

Healthcare
-197
- 7.4%
$350.07 - $419.53 $69K - $82.6K
2.47K $1.01M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.27K
- 4.12%
$82.58 - $89.9 $187K - $204K
52.7K $4.74M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-395
- 3.56%
$163.11 - $183.59 $64.4K - $72.5K
10.7K $1.96M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-534
- 3.93%
$131.2 - $145.63 $70.1K - $77.8K
13.1K $1.9M
HMC
Honda Motor CO LTD

Consumer Cyclical
-674
- 2.78%
$30.6 - $37.68 $20.6K - $25.4K
23.5K $876K
ALGN
Align Technology Inc

Healthcare
-357
- 7.78%
$256.22 - $329.14 $91.5K - $118K
4.23K $1.39M
WRB
Berkley W R Corp

Financial Services
-783
- 6.56%
$72.0 - $88.44 $56.4K - $69.2K
11.2K $986K
CRWD
Crowd Strike Holdings, Inc.

Technology
-989
- 13.22%
$244.36 - $334.55 $242K - $331K
6.49K $2.08M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.58K
- 8.82%
$210.55 - $261.0 $334K - $413K
16.4K $4.17M
CRM
Salesforce, Inc.

Technology
-20.7K
- 12.28%
$251.12 - $316.88 $5.2M - $6.56M
148K $44.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.86K
- 3.65%
$55.41 - $62.08 $159K - $178K
75.5K $4.69M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-557
- 1.02%
$144.85 - $161.6 $80.7K - $90K
54.1K $8.74M
CROX
Crocs, Inc.

Consumer Cyclical
-4.44K
- 23.82%
$86.46 - $143.8 $384K - $638K
14.2K $2.04M
AVGO
Broadcom Inc.

Technology
-786
- 12.14%
$1049.01 - $1407.01 $825K - $1.11M
5.69K $7.54M
BP
Bp PLC

Energy
-27.5K
- 4.56%
$33.85 - $38.26 $930K - $1.05M
575K $21.7M
AIG
American International Group, Inc.

Financial Services
-11.4K
- 9.22%
$66.75 - $78.34 $763K - $895K
112K $8.79M
NRG
Nrg Energy, Inc.

Utilities
-8.61K
- 13.15%
$50.51 - $68.13 $435K - $587K
56.8K $3.85M
SPYG
Spdr Portfolio

ETFs
-3.01K
- 3.5%
$63.12 - $73.73 $190K - $222K
82.9K $6.06M
PGR
Progressive Corp

Financial Services
-14.1K
- 19.68%
$161.63 - $206.82 $2.28M - $2.91M
57.5K $11.9M
AXP
American Express CO

Financial Services
-1K
- 5.28%
$179.79 - $229.12 $180K - $230K
18K $4.1M
VTV
Vanguard Value ETF

ETFs
-7.66K
- 5.37%
$147.46 - $162.86 $1.13M - $1.25M
135K $22M
EPD
Enterprise Products Partners L.P.

Energy
-3.28K
- 1.12%
$26.23 - $29.18 $86.1K - $95.8K
290K $8.46M
XLE
Energy Sector Spdr

ETFs
-2.08K
- 2.21%
$79.91 - $94.41 $166K - $196K
92.2K $8.71M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.46K
- 2.93%
$54.97 - $61.53 $355K - $397K
214K $13.1M
FCX
Freeport Mcmoran Inc

Basic Materials
-9.08K
- 2.77%
$36.66 - $47.02 $333K - $427K
318K $15M
ROP
Roper Technologies Inc

Industrials
-558
- 0.62%
$523.07 - $561.57 $292K - $313K
88.9K $49.9M
DHR
Danaher Corp

Healthcare
-212
- 0.26%
$224.58 - $256.19 $47.6K - $54.3K
80.9K $20.2M
FTV
Fortive Corp

Technology
-2.32K
- 1.44%
$70.9 - $86.29 $164K - $200K
158K $13.6M
ADSK
Autodesk, Inc.

Technology
-1.44K
- 1.07%
$227.19 - $266.68 $326K - $383K
133K $34.6M
COST
Costco Wholesale Corp

Consumer Defensive
-12.8K
- 8.2%
$644.69 - $785.59 $8.28M - $10.1M
144K $105M
CB
Chubb LTD

Financial Services
-4.79K
- 4.21%
$225.25 - $260.21 $1.08M - $1.25M
109K $28.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
-743
- 0.7%
$241.42 - $272.04 $179K - $202K
106K $28.8M
RTX
Raytheon Technologies Corp

Industrials
-446
- 0.17%
$85.02 - $97.53 $37.9K - $43.5K
256K $25M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-98
- 0.2%
$400.03 - $496.88 $39.2K - $48.7K
48.2K $23.9M
AON
Aon PLC

Financial Services
-229
- 0.23%
$288.02 - $333.79 $66K - $76.4K
98.9K $33M
CSGP
Costar Group, Inc.

Real Estate
-1.2K
- 0.23%
$81.24 - $97.73 $97.7K - $118K
517K $50M
SYK
Stryker Corp

Healthcare
-1.75K
- 1.7%
$293.94 - $358.71 $514K - $627K
101K $36.1M
TW
Tradeweb Markets Inc.

Financial Services
-2.33K
- 0.42%
$88.97 - $107.21 $207K - $250K
553K $57.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.35K
- 1.31%
$528.82 - $599.43 $1.24M - $1.41M
177K $103M
AMD
Advanced Micro Devices Inc

Technology
-14.2K
- 3.26%
$135.32 - $211.38 $1.92M - $3M
421K $75.9M
META
Meta Platforms, Inc.

Communication Services
-25.2K
- 10.54%
$344.47 - $512.19 $8.68M - $12.9M
214K $104M
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
Track This Portfolio

Track Connectus Wealth, LLC Portfolio

Follow Connectus Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Connectus Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connectus Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email