Connectus Wealth, LLC Portfolio Holdings
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
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 Market Cap. of $200 Billions or more
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