Connectus Wealth, LLC

13F Filings History

Latest 13F report: Q1 2024 - May 14, 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.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2024	389	$3.1B	+$321M	-$1.57B	-$1.25B	AAPL, MSFT, COST, TMO, GOOGL	13F-HR	5/14/2024, 03:27 PM
Q4 2023	506	$4.23B	+$447M	-$599M	-$153M	AAPL, SPY, COST, TMO, JPM	13F-HR	2/14/2024, 09:53 AM
Q3 2023	482	$4.47B	+$814M	-$523M	+$292M	AAPL, MSFT, SPY, AMZN, MA	13F-HR	11/13/2023, 09:54 AM
Q2 2023	447	$4.29B	+$578M	-$527M	+$50.8M	AAPL, MSFT, AMZN, MA, SPY	13F-HR	8/14/2023, 04:28 PM
Q1 2023	434	$4.05B	+$707M	-$275M	+$432M	AAPL, MSFT, MA, TMO, MBB	13F-HR	5/11/2023, 11:32 AM
Q4 2022	421	$3.19B	+$248M	-$982M	-$734M	AAPL, TMO, HD, MBB, COST	13F-HR	2/7/2023, 04:09 PM
Q3 2022	498	$3.66B	+$1.13B	-$493M	+$636M	AAPL, TMO, MBB, HD, COST	13F-HR	11/10/2022, 12:23 PM
Q2 2022	419	$4.38B	+$2.06B	-$413M	+$1.65B	AAPL, MSFT, AMZN, GOOG, TMO	13F-HR	8/8/2022, 04:18 PM
Q1 2022	355	$2.83B	+$1.07B	-$358M	+$714M	AAPL, MSFT, AMZN, IVV, GOOG	13F-HR	5/6/2022, 01:21 PM
Q4 2021	331	$2.58B	+$1.68B	-$55.7M	+$1.63B	AAPL, MSFT, AMZN, META, GOOG	13F-HR	2/9/2022, 10:07 AM
Q3 2021	32	$894M	+$38M	-$26M	+$12M	GOOG, MSFT, AMZN, META, AAPL	13F-HR	11/3/2021, 10:56 AM
Q2 2021	33	$891M	+$34M	-$22.3M	+$11.7M	GOOG, AMZN, MSFT, META, V	13F-HR	8/11/2021, 03:00 PM
Q1 2021	33	$834M	$0	$0		GOOG, AMZN, MSFT, META, BKNG	13F-HR	4/29/2021, 12:12 PM

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