Connectus Wealth, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.37 Billion distributed in 417 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $294M, Apple Inc. with a value of $283M, Alphabet Inc. with a value of $183M, Microsoft Corp with a value of $180M, and Mastercard Inc with a value of $148M.

Examining the 13F form we can see an decrease of $1.13B in the current position value, from $5.5B to 4.37B.

Connectus Wealth, LLC is based out at Cincinnati, OH

Below you can find more details about Connectus Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.37 Billion
Technology: $1.03 Billion
Financial Services: $634 Million
ETFs: $626 Million
Consumer Cyclical: $562 Million
Communication Services: $480 Million
Healthcare: $316 Million
Consumer Defensive: $215 Million
Industrials: $208 Million
Other: $299 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 417
  • Current Value $4.37 Billion
  • Prior Value $5.5 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 36 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 195 stocks
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