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