StockDriftsStockDriftsTop 49 Connectus Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 6.65% | 1.65M | $243.0M | +7.20%(+110.93K) | — | 2024-03-31 | |
| AMZN | AMAZON COM INC | 6.29% | 1.63M | $230.1M | +2.42%(+38.59K) | — | 2024-03-31 | |
| MSFT | Microsoft Corp | 3.17% | 428.1K | $115.9M | -43.75%(-333.05K) | — | 2024-03-31 | |
| GOOG | ALPHABET INC | 3.04% | 1.20M | $111.0M | +0.57%(+6.86K) | — | 2024-03-31 | |
| MA | Mastercard Inc | 3.03% | 307.1K | $110.9M | -16.05%(-58.73K) | — | 2024-03-31 | |
| COST | Costco Wholesale Co | 2.85% | 143.7K | $104.1M | -8.20%(-12.85K) | — | 2024-03-31 | |
| TMO | Thermo Fisher Scientific | 2.81% | 176.7K | $102.7M | -1.31%(-2.35K) | — | 2024-03-31 | |
| GOOGL | ALPHABET INC | 2.78% | 672.7K | $101.5M | +12.59%(+75.19K) | — | 2024-03-31 | |
| JPM | JPMorgan Chase | 2.56% | 467.8K | $93.7M | -15.96%(-88.84K) | — | 2024-03-31 | |
| AMD | ADV MICRO DEVICES | 2.08% | 420.6K | $75.9M | -3.26%(-14.20K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Connectus Wealth, Llc reports $3.66B in US-listed equity holdings across 417 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.7%), AMZN (6.3%) and MSFT (3.2%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Connectus Wealth, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Connectus Wealth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1857493). View Connectus Wealth, Llc’s 13F filings on SEC