Connectus Wealth, LLC
Last filed May 14, 2024
Inactive · not filing 13F
$3.66B
269
-$856M
35.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q1 2024 | |||||
 AAPL | $243M | 6.65% | 0.01% | +7.2% | Q1 2021 |
 AMZN | $230M | 6.29% | 0.02% | +2.4% | Q1 2021 |
 MSFT | $116M | 3.17% | 0.01% | -43.8% | Q1 2021 |
 GOOG | $111M | 3.04% | Not reported | +0.6% | Q1 2021 |
 MA | $111M | 3.03% | 0.03% | -16.1% | Q1 2021 |
 COST | $104M | 2.85% | 0.03% | -8.2% | Q1 2021 |
 TMO | $103M | 2.81% | 0.05% | -1.3% | Q4 2021 |
| GOOGL | $102M | 2.78% | 0.01% | +12.6% | Q4 2021 |
 JPM | $93.7M | 2.56% | 0.02% | -16.0% | Q4 2021 |
 AMD | $75.9M | 2.08% | 0.03% | -3.3% | Q4 2021 |
 TW | $57.6M | 1.58% | 552890.00% | -0.4% | Q2 2022 |
 SPY | $56.8M | 1.56% | Not reported | -77.8% | Q1 2022 |
 HD | $55.2M | 1.51% | 0.01% | +5.5% | Q4 2021 |
 ADBE | $53.9M | 1.48% | 0.02% | +59.0% | Q4 2021 |
 META | $47M | 1.29% | Not reported | -10.5% | Q1 2021 |
 BLK | $45.4M | 1.24% | 0.04% | +5.8% | Q4 2021 |
 CRM | $44.6M | 1.22% | 0.02% | -12.3% | Q4 2021 |
 WDAY | $43.4M | 1.19% | 0.07% | +2.3% | Q4 2021 |
 XONE | $41.5M | 1.13% | 3.73% | -6.4% | Q3 2023 |
 NVO | $40.1M | 1.10% | Not reported | +1208.6% | Q4 2021 |
 QQQ | $39.4M | 1.08% | Not reported | -18.7% | Q1 2022 |
 HON | $39M | 1.07% | 0.03% | -15.5% | Q2 2022 |
 SYK | $36.1M | 0.99% | 0.03% | -1.7% | Q4 2021 |
 NOW | $34.4M | 0.94% | 0.02% | +6.2% | Q4 2021 |
 CVX | $33.3M | 0.91% | 0.01% | +2.3% | Q4 2021 |
 AON | $33M | 0.90% | 0.05% | -0.2% | Q2 2022 |
 EOG | $32.2M | 0.88% | 0.04% | +1.4% | Q4 2021 |
 APH | $32M | 0.88% | 0.05% | +1.6% | Q4 2021 |
 MO | $32M | 0.87% | 0.04% | +1.9% | Q4 2021 |
 INTU | $29.3M | 0.80% | 0.02% | -48.2% | Q4 2021 |
 STZ | $28.8M | 0.79% | Not reported | -0.7% | Q2 2022 |
 CB | $28.4M | 0.78% | 0.03% | -4.2% | Q4 2021 |
 UNH | $27.5M | 0.75% | 0.01% | -62.3% | Q4 2021 |
 CMCSA | $26.9M | 0.74% | 0.02% | -20.9% | Q4 2021 |
 CAT | $26.1M | 0.71% | 0.01% | +2476.4% | Q4 2021 |
 ROP | $25.7M | 0.70% | 0.08% | -0.6% | Q1 2021 |
 RTX | $25M | 0.68% | 0.02% | -0.2% | Q2 2022 |
 AMP | $23.6M | 0.64% | 0.05% | +805.4% | Q4 2021 |
 ACN | $23M | 0.63% | 0.02% | +1.2% | Q1 2021 |
 FSV | $22.1M | 0.60% | 0.30% | +2.2% | Q4 2022 |
 XOM | $21.8M | 0.60% | Not reported | +2.9% | Q4 2021 |
 BP | $21.7M | 0.59% | Not reported | -4.6% | Q4 2021 |
 DHR | $20.2M | 0.55% | 0.01% | -0.3% | Q4 2021 |
 EXPE | $19.5M | 0.53% | 0.11% | +4.2% | Q4 2021 |
 AMAT | $19.4M | 0.53% | 0.01% | +21.8% | Q4 2021 |
 BRK.B | $19.3M | 0.53% | Not reported | +0.8% | Q1 2021 |
| EA | $17.8M | 0.49% | Not reported | -3.3% | Q4 2022 |
 CAH | $17.2M | 0.47% | 0.06% | Not reported | Q4 2022 |
 PEP | $16.1M | 0.44% | 0.01% | -18.9% | Q4 2021 |
 BABA | $15.6M | 0.43% | 0.00% | -2.2% | Q4 2021 |
| Q4 2023 | |||||
| AAPL | $249M | 5.11% | 0.01% | +16.7% | Q1 2021 |
| SPY | $232M | 4.74% | Not reported | +23.8% | Q1 2022 |
| MSFT | $228M | 4.67% | 0.01% | +24.3% | Q1 2021 |
| AMZN | $187M | 3.83% | 0.02% | +27.0% | Q1 2021 |
| MA | $123M | 2.52% | 0.03% | +19.2% | Q1 2021 |
| COST | $102M | 2.09% | 0.04% | 0.0% | Q1 2021 |
| GOOG | $100M | 2.05% | Not reported | +54.6% | Q1 2021 |
| TMO | $95M | 1.95% | 0.05% | -0.8% | Q4 2021 |
| JPM | $94.7M | 1.94% | 0.02% | -1.4% | Q4 2021 |
| GOOGL | $83.5M | 1.71% | 0.00% | -6.0% | Q4 2021 |
| UNH | $77.6M | 1.59% | 0.02% | -0.6% | Q4 2021 |
| AMD | $64.1M | 1.31% | 0.03% | -2.1% | Q4 2021 |
| INTU | $54.7M | 1.12% | 0.03% | -3.3% | Q4 2021 |
| TW | $50.5M | 1.03% | 555218.00% | -0.8% | Q2 2022 |
| HD | $47.3M | 0.97% | 0.01% | +2.1% | Q4 2021 |
| HON | $47.1M | 0.97% | 0.03% | +2.2% | Q2 2022 |
| QQQ | $44.7M | 0.92% | Not reported | -3.3% | Q1 2022 |
| XONE | $44.6M | 0.91% | 3.98% | +5.3% | Q3 2023 |
| CRM | $44.4M | 0.91% | 0.02% | +8.7% | Q4 2021 |
| WDAY | $43M | 0.88% | 0.07% | -0.7% | Q4 2021 |
| BLK | $41.8M | 0.86% | 0.03% | -0.6% | Q4 2021 |
| META | $41.1M | 0.84% | Not reported | +93.3% | Q1 2021 |
| ADBE | $40.1M | 0.82% | 0.01% | +3.6% | Q4 2021 |
| CMCSA | $34.4M | 0.71% | 0.02% | -1.1% | Q4 2021 |
 CI | $31M | 0.63% | 0.04% | -4.1% | Q4 2021 |
| CVX | $30.7M | 0.63% | 0.01% | -0.3% | Q4 2021 |
| SYK | $30.7M | 0.63% | 0.03% | -0.8% | Q4 2021 |
| EOG | $30.1M | 0.62% | 0.04% | -0.1% | Q4 2021 |
| NOW | $30M | 0.61% | 0.02% | -0.1% | Q4 2021 |
 TMUS | $29.5M | 0.60% | 0.02% | -4.0% | Q4 2021 |
| MO | $29M | 0.59% | 0.04% | +147.6% | Q4 2021 |
| AON | $28.9M | 0.59% | 0.05% | -1.0% | Q2 2022 |
 TSLA | $27.7M | 0.57% | 0.00% | +18.6% | Q4 2021 |
| APH | $27.1M | 0.55% | 0.02% | +35.3% | Q4 2021 |
| CB | $25.8M | 0.53% | 0.03% | -4.7% | Q4 2021 |
| STZ | $25.8M | 0.53% | Not reported | -0.4% | Q2 2022 |
| ROP | $25M | 0.51% | 0.08% | +94.2% | Q1 2021 |
 SYY | $23.6M | 0.48% | 0.06% | -4.7% | Q4 2021 |
| ACN | $22.7M | 0.46% | 0.02% | +45.6% | Q1 2021 |
 PEG | $22.3M | 0.46% | 0.07% | +4.6% | Q3 2023 |
 NVDA | $22.1M | 0.45% | 0.00% | +29.3% | Q4 2021 |
| RTX | $21.6M | 0.44% | 0.02% | -0.8% | Q2 2022 |
| BP | $21.3M | 0.44% | Not reported | -5.0% | Q4 2021 |
| FSV | $21.1M | 0.43% | 0.29% | +0.7% | Q4 2022 |
| EXPE | $20.6M | 0.42% | 0.10% | +2.7% | Q4 2021 |
 DIS | $19.5M | 0.40% | 0.01% | -2.3% | Q4 2021 |
 KMB | $19.5M | 0.40% | 0.05% | -7.0% | Q2 2022 |
| PEP | $19.3M | 0.39% | 0.01% | +0.1% | Q4 2021 |
| EA | $18.9M | 0.39% | Not reported | -5.1% | Q4 2022 |
| DHR | $18.8M | 0.38% | 0.01% | -2.6% | Q4 2021 |
| Q3 2023 | |||||
| AAPL | $222M | 4.94% | 0.01% | -13.0% | Q1 2021 |
| MSFT | $189M | 4.20% | 0.01% | -3.0% | Q1 2021 |
| SPY | $168M | 3.74% | Not reported | +58.0% | Q1 2022 |
| AMZN | $155M | 3.45% | 0.01% | +7.9% | Q1 2021 |
| MA | $119M | 2.64% | 0.03% | -7.1% | Q1 2021 |
| GOOG | $95.5M | 2.13% | Not reported | -3.3% | Q1 2021 |
| TMO | $91.3M | 2.03% | 0.05% | -4.1% | Q4 2021 |
| COST | $88.4M | 1.97% | 0.04% | -3.3% | Q1 2021 |
| GOOGL | $83.2M | 1.85% | 0.01% | +3.4% | Q4 2021 |
| JPM | $81.9M | 1.82% | 0.02% | +0.1% | Q4 2021 |
| UNH | $74.8M | 1.67% | 0.02% | -8.7% | Q4 2021 |
| INTU | $46.2M | 1.03% | 0.03% | +1.8% | Q4 2021 |
| AMD | $45.7M | 1.02% | 0.03% | -8.1% | Q4 2021 |
| TW | $44.9M | 1.00% | 559837.00% | -0.4% | Q2 2022 |
| XONE | $42.1M | 0.94% | 3.78% | New | Q3 2023 |
| HON | $40.6M | 0.90% | 0.03% | -14.5% | Q2 2022 |
| QQQ | $40.4M | 0.90% | Not reported | +757.6% | Q1 2022 |
| HD | $40.4M | 0.90% | 0.01% | -10.4% | Q4 2021 |
| CMCSA | $35.2M | 0.78% | 0.02% | +14.3% | Q4 2021 |
| CVX | $34.8M | 0.78% | 0.01% | +9.7% | Q4 2021 |
| WDAY | $33.7M | 0.75% | 0.07% | -1.9% | Q4 2021 |
| BLK | $33.5M | 0.75% | Not reported | -6.4% | Q4 2021 |
| META | $33.4M | 0.74% | Not reported | -23.5% | Q1 2021 |
| ADBE | $33.1M | 0.74% | 0.01% | -50.8% | Q4 2021 |
| AON | $32.5M | 0.72% | 0.05% | Not reported | Q2 2022 |
| EOG | $31.5M | 0.70% | 0.04% | +0.6% | Q4 2021 |
| CRM | $31.5M | 0.70% | 0.02% | -1.4% | Q4 2021 |
| CI | $30.8M | 0.69% | 0.04% | -2.7% | Q4 2021 |
| SYK | $28.2M | 0.63% | 0.03% | -1.3% | Q4 2021 |
| STZ | $26.9M | 0.60% | Not reported | -2.5% | Q2 2022 |
| TMUS | $26.8M | 0.60% | 0.02% | -2.2% | Q4 2021 |
| CB | $24.9M | 0.56% | 0.03% | +3.5% | Q4 2021 |
| BP | $24.5M | 0.55% | Not reported | -5.7% | Q4 2021 |
| NOW | $23.7M | 0.53% | 0.02% | -1.2% | Q4 2021 |
| TSLA | $23.5M | 0.52% | 0.00% | +17.0% | Q4 2021 |
| XOM | $22.9M | 0.51% | Not reported | +23.5% | Q4 2021 |
| SYY | $22.4M | 0.50% | 0.07% | +410.8% | Q4 2021 |
| ROP | $22.3M | 0.50% | 0.04% | -0.9% | Q1 2021 |
| KMB | $20.8M | 0.46% | 0.05% | +3678.6% | Q2 2022 |
| DHR | $20.7M | 0.46% | 0.01% | -8.7% | Q4 2021 |
| ACN | $20.6M | 0.46% | 0.01% | -3.1% | Q1 2021 |
| BABA | $20.2M | 0.45% | 0.00% | -5.7% | Q4 2021 |
| PEG | $19.8M | 0.44% | 0.07% | New | Q3 2023 |
| PEP | $19.2M | 0.43% | 0.01% | 0.0% | Q4 2021 |
| FSV | $18.8M | 0.42% | 0.29% | +1.4% | Q4 2022 |
| RTX | $18.6M | 0.41% | 0.02% | -1.4% | Q2 2022 |
 CVS | $18.2M | 0.41% | 0.02% | -55.4% | Q4 2021 |
| DIS | $18M | 0.40% | 0.01% | -26.5% | Q4 2021 |
| EA | $17.5M | 0.39% | Not reported | Not reported | Q4 2022 |
 RCL | $17.3M | 0.38% | 0.07% | New | Q3 2023 |
| Q2 2023 | |||||
| AAPL | $289M | 6.66% | 0.01% | +6.0% | Q1 2021 |
| MSFT | $209M | 4.81% | 0.01% | +7.8% | Q1 2021 |
| AMZN | $147M | 3.37% | 0.01% | +628.1% | Q1 2021 |
| MA | $127M | 2.92% | 0.03% | -3.4% | Q1 2021 |
| SPY | $110M | 2.54% | Not reported | +21.3% | Q1 2022 |
| TMO | $98.2M | 2.26% | 0.05% | +2.9% | Q4 2021 |
| GOOG | $90.6M | 2.08% | Not reported | +1.3% | Q1 2021 |
| COST | $87.1M | 2.00% | 0.04% | +5.2% | Q1 2021 |
| JPM | $82.1M | 1.89% | 0.02% | +9.1% | Q4 2021 |
| UNH | $78.1M | 1.80% | 0.02% | +1.9% | Q4 2021 |
| GOOGL | $73.6M | 1.69% | 0.00% | -14.3% | Q4 2021 |
| ADBE | $64.5M | 1.48% | 0.03% | +42.1% | Q4 2021 |
| AMD | $55.1M | 1.27% | 0.03% | +13.3% | Q4 2021 |
| HON | $53.4M | 1.23% | 0.04% | +5.4% | Q2 2022 |
| HD | $46.3M | 1.07% | 0.01% | +4.8% | Q4 2021 |
 ZBRA | $44.4M | 1.02% | 0.29% | -1.8% | Q2 2022 |
| META | $42.6M | 0.98% | Not reported | -1.5% | Q1 2021 |
| INTU | $40.7M | 0.94% | 0.03% | -2.6% | Q4 2021 |
| CVS | $40.4M | 0.93% | 0.05% | +0.5% | Q4 2021 |
| TW | $38.5M | 0.89% | 561967.00% | +8.4% | Q2 2022 |
| BLK | $38.2M | 0.88% | Not reported | +5.9% | Q4 2021 |
| WDAY | $36.1M | 0.83% | 0.07% | +3.7% | Q4 2021 |
| CRM | $33.3M | 0.77% | 0.02% | +14.5% | Q4 2021 |
| SYK | $31.9M | 0.74% | 0.03% | +4.1% | Q4 2021 |
| CI | $31M | 0.71% | 0.04% | +5.7% | Q4 2021 |
| MO | $30.8M | 0.71% | 0.04% | -6.1% | Q4 2021 |
| CVX | $29.6M | 0.68% | 0.01% | +5.1% | Q4 2021 |
| CMCSA | $28.9M | 0.66% | 0.02% | +22.4% | Q4 2021 |
| EOG | $28.3M | 0.65% | 0.04% | -2.4% | Q4 2021 |
 NFLX | $27.3M | 0.63% | 0.01% | -12.4% | Q4 2021 |
| TMUS | $27.1M | 0.62% | 0.02% | -10.5% | Q4 2021 |
| STZ | $27M | 0.62% | Not reported | 0.0% | Q2 2022 |
| DIS | $26.9M | 0.62% | 0.02% | +0.9% | Q4 2021 |
| RTX | $25.7M | 0.59% | 0.02% | -4.4% | Q2 2022 |
| NOW | $24.2M | 0.56% | 0.02% | +7.5% | Q4 2021 |
| BP | $23.7M | 0.55% | Not reported | -11.7% | Q4 2021 |
 CSX | $23M | 0.53% | 0.03% | -1.4% | Q4 2021 |
| ROP | $22.3M | 0.51% | 0.04% | -9.8% | Q1 2021 |
| CB | $22.3M | 0.51% | 0.03% | -8.9% | Q4 2021 |
| DHR | $21.9M | 0.50% | 0.01% | +3.5% | Q4 2021 |
 VICI | $21.6M | 0.50% | 0.07% | +14.7% | Q1 2023 |
| ACN | $21.3M | 0.49% | 0.01% | -51.7% | Q1 2021 |
| TSLA | $21.1M | 0.48% | 0.00% | +12.8% | Q4 2021 |
| PEP | $21M | 0.48% | 0.01% | +10.1% | Q4 2021 |
| BABA | $20.6M | 0.47% | 0.00% | -12.3% | Q4 2021 |
| FSV | $19.7M | 0.45% | 0.29% | +4.0% | Q4 2022 |
 ENPH | $19.6M | 0.45% | 0.09% | -6.4% | Q4 2022 |
 LMT | $17.9M | 0.41% | 0.02% | +1.9% | Q4 2021 |
| APH | $17.6M | 0.40% | 0.03% | Not reported | Q4 2021 |
 CHCT | $17.4M | 0.40% | 1.98% | -5.5% | Q2 2022 |