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Connectus Wealth, Llc

Portfolio Manager
Connectus Wealth, Llc
Performance
0% (N/A)
AUM (13F)
$3.66B
# of Holdings
417
Performance Rank
N/A
Allocation (Top 20)
N/A

Connectus Wealth, Llc Holdings Map

Top 49 Connectus Wealth, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
Apple Inc
6.65%1.65M$243.0M
+7.20%(+110.93K)
2023-Q1: 1.43M shares2023-Q2: 1.52M shares2023-Q3: 1.32M shares2023-Q4: 1.54M shares2024-Q1: 1.65M shares2024-03-31
AMZN
AMAZON COM INC
6.29%1.63M$230.1M
+2.42%(+38.59K)
2023-Q1: 159.9K shares2023-Q2: 1.16M shares2023-Q3: 1.26M shares2023-Q4: 1.59M shares2024-Q1: 1.63M shares2024-03-31
MSFT
Microsoft Corp
3.17%428.1K$115.9M
-43.75%(-333.05K)
2023-Q1: 585.3K shares2023-Q2: 631.1K shares2023-Q3: 612.4K shares2023-Q4: 761.2K shares2024-Q1: 428.1K shares2024-03-31
GOOG
ALPHABET INC
3.04%1.20M$111.0M
+0.57%(+6.86K)
2023-Q1: 788.9K shares2023-Q2: 798.8K shares2023-Q3: 772.7K shares2023-Q4: 1.19M shares2024-Q1: 1.20M shares2024-03-31
MA
Mastercard Inc
3.03%307.1K$110.9M
-16.05%(-58.73K)
2023-Q1: 341.8K shares2023-Q2: 330.3K shares2023-Q3: 306.9K shares2023-Q4: 365.9K shares2024-Q1: 307.1K shares2024-03-31
COST
Costco Wholesale Co
2.85%143.7K$104.1M
-8.20%(-12.85K)
2023-Q1: 153.9K shares2023-Q2: 162.0K shares2023-Q3: 156.6K shares2023-Q4: 156.6K shares2024-Q1: 143.7K shares2024-03-31
TMO
Thermo Fisher Scientific
2.81%176.7K$102.7M
-1.31%(-2.35K)
2023-Q1: 183.0K shares2023-Q2: 188.2K shares2023-Q3: 180.5K shares2023-Q4: 179.0K shares2024-Q1: 176.7K shares2024-03-31
GOOGL
ALPHABET INC
2.78%672.7K$101.5M
+12.59%(+75.19K)
2023-Q1: 717.1K shares2023-Q2: 614.5K shares2023-Q3: 635.6K shares2023-Q4: 597.5K shares2024-Q1: 672.7K shares2024-03-31
JPM
JPMorgan Chase
2.56%467.8K$93.7M
-15.96%(-88.84K)
2023-Q1: 517.1K shares2023-Q2: 564.4K shares2023-Q3: 564.7K shares2023-Q4: 556.6K shares2024-Q1: 467.8K shares2024-03-31
AMD
ADV MICRO DEVICES
2.08%420.6K$75.9M
-3.26%(-14.20K)
2023-Q1: 426.8K shares2023-Q2: 483.5K shares2023-Q3: 444.2K shares2023-Q4: 434.8K shares2024-Q1: 420.6K shares2024-03-31

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