13F Filings History of Connectus Wealth, LLC

Latest 13F report
Q1 2024 - 14 May 2024
Value $
$3.1B
Signature - Title
Andy Warning - Compliance Consultant
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Connectus Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Connectus Wealth, LLC reported 389 stock holdings with total value $3.1B as of Q1 2024. Top holdings included AAPL, MSFT, COST, TMO, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2024 389 $3.1B +$321M -$1.57B -$1.25B AAPL, MSFT, COST, TMO, GOOGL 13F-HR 14 May 2024, 15:27
Q4 2023 506 $4.23B +$447M -$599M -$153M AAPL, SPY, COST, TMO, JPM 13F-HR 14 Feb 2024, 09:53
Q3 2023 482 $4.47B +$814M -$523M +$292M AAPL, MSFT, SPY, AMZN, MA 13F-HR 13 Nov 2023, 09:54
Q2 2023 447 $4.29B +$578M -$527M +$50.8M AAPL, MSFT, AMZN, MA, SPY 13F-HR 14 Aug 2023, 16:28
Q1 2023 434 $4.05B +$707M -$275M +$432M AAPL, MSFT, MA, TMO, MBB 13F-HR 11 May 2023, 11:32
Q4 2022 421 $3.19B +$248M -$982M -$734M AAPL, TMO, HD, MBB, COST 13F-HR 07 Feb 2023, 16:09
Q3 2022 498 $3.66B +$1.13B -$493M +$636M AAPL, TMO, MBB, HD, COST 13F-HR 10 Nov 2022, 12:23
Q2 2022 419 $4.38B +$2.06B -$413M +$1.65B AAPL, MSFT, AMZN, GOOG, TMO 13F-HR 08 Aug 2022, 16:18
Q1 2022 355 $2.83B +$1.07B -$358M +$714M AAPL, MSFT, AMZN, IVV, GOOG 13F-HR 06 May 2022, 13:21
Q4 2021 331 $2.58B +$1.68B -$55.7M +$1.63B AAPL, MSFT, AMZN, META, GOOG 13F-HR 09 Feb 2022, 10:07
Q3 2021 32 $894M +$38M -$26M +$12M GOOG, MSFT, AMZN, META, AAPL 13F-HR 03 Nov 2021, 10:56
Q2 2021 33 $891M +$34M -$22.3M +$11.7M GOOG, AMZN, MSFT, META, V 13F-HR 11 Aug 2021, 15:00
Q1 2021 33 $834M $0 $0 GOOG, AMZN, MSFT, META, BKNG 13F-HR 29 Apr 2021, 12:12