Connectus Wealth, LLC

13F Portfolio Filings

Latest 13F report
Q1 2024 - May 14, 2024
Value $
$3.3B
Signature - Title
Andy Warning - Compliance Consultant
Location
255 East Fifth Street, Suite 1900, Cincinnati, OH
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 386 $3.3B +$321M -$1.59B -$1.27B AAPL, AMZN, MA, COST, TMO 13F-HR 5/14/2024, 03:27 PM
Q4 2023 502 $4.42B +$506M -$463M +$43.4M AAPL, SPY, AMZN, MA, COST 13F-HR 2/14/2024, 09:53 AM
Q3 2023 481 $4.48B +$815M -$523M +$292M AAPL, MSFT, SPY, AMZN, MA 13F-HR 11/13/2023, 09:54 AM
Q2 2023 446 $4.3B +$578M -$526M +$51.5M AAPL, MSFT, AMZN, MA, SPY 13F-HR 8/14/2023, 04:28 PM
Q1 2023 432 $4.05B +$645M -$275M +$370M AAPL, MSFT, MA, TMO, MBB 13F-HR 5/11/2023, 11:32 AM
Q4 2022 417 $3.24B +$248M -$982M -$734M AAPL, MA, TMO, HD, MBB 13F-HR 2/7/2023, 04:09 PM
Q3 2022 496 $3.95B +$1.13B -$574M +$555M AAPL, MSFT, TMO, MA, MBB 13F-HR 11/10/2022, 12:23 PM
Q2 2022 419 $4.38B +$2.19B -$481M +$1.71B AAPL, MSFT, AMZN, GOOG, TMO 13F-HR 8/8/2022, 04:18 PM
Q1 2022 326 $3.09B +$1.08B -$391M +$686M 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