Connectus Wealth, LLC 13F Holdings

CIK 0001857493 · CINCINNATI, OH

As of Mar 31, 2024, Connectus Wealth, LLC reported 417 positions worth $3.5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology1,650,790$243.0M6.90%
AMAZON.COM INCAMZNEquity1,632,232$230.1M6.54%
MICROSOFT CORPMSFTTechnology428,145 15.9M3.29%
ALPHABET INCGOOGEquity1,201,196 11.0M3.15%
MASTERCARD INCMAFinancial Services307,142 10.9M3.15%
COSTCO WHOLESALE CORPCOSTConsumer Defensive143,730 04.1M2.96%
THERMO FISHER SCIENTIFIC INCTMOHealthcare176,691 02.7M2.92%
ALPHABET INCGOOGLEquity672,660 01.5M2.89%
JPMORGAN CHASE & COJPMFinancial Services467,796$93.7M2.66%
ADVANCED MICRO DEVICES INCAMDEquity420,645$75.9M2.16%
TRADEWEB MARKETS INCTWFinancial Services552,890$57.6M1.64%
SPDR S&P 500 ETF TRUSTSPY—108,346$56.8M1.62%
HOME DEPOT INCHDConsumer Cyclical143,746$55.2M1.57%
ADOBE INCADBETechnology106,910$53.9M1.53%
META PLATFORMS INCMETACommunication Services213,871$47.0M1.34%
BLACKROCK INCBLKFinancial Services54,431$45.4M1.29%
SALESFORCE INCCRMTechnology147,996$44.6M1.27%
WORKDAY INCWDAYTechnology159,246$43.4M1.23%
BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE—835,612$41.5M1.18%
NOVO NORDISK A SNVOHealthcare312,210$40.1M1.14%
INVESCO QQQ TRUST SERIES 1QQQ—88,677$39.4M1.12%
HONEYWELL INTERNATIONAL INCHONIndustrials189,932$39.0M1.11%
STRYKER CORPSYKHealthcare100,789$36.1M1.03%
SERVICENOW INCNOWTechnology45,074$34.4M0.98%
CHEVRON CORPCHVEnergy210,814$33.3M0.95%