Connectus Wealth, LLC

Filing Details

13F-HR • 2024-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-03-31
Filing Date: 2024-05-14
Total Holdings: 386
Total Value: 3371224824
Accession Number: 0001765380-24-000228
Form Type: 13F-HR
CIK: 0001857493
Manager Name: Connectus Wealth, LLC

Data Enrichment

77% identified

299 identified87 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

386 positions • $3,371,224.824K total value

386 positions

Manager:

SEC FilingSEC DataHachi Filing

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AMGEN INC

AMGN|031162100

5787

Value:

$1.6B

AUTOMATIC DATA PROCESSING INC

ADP|053015103

6390

Value:

$1.6B

HEICO CORP

HEI|422806109

7931

Value:

$1.5B

AFLAC INC

AFL|001055102

17563

Value:

$1.5B

381430529

14910

Value:

$1.5B

320517600

62150

Value:

$1.5B

78463X533

44348

Value:

$1.5B

464287408

IVE|464287408

7875

Value:

$1.5B

HP INC

HPQ|40434L105

48513

Value:

$1.5B

ALIGN TECHNOLOGY INC

ALGN|016255101

4232

Value:

$1.4B

Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC

FFC|338478100

92940

Value:

$1.4B

808524102

SCHB|808524102

21886

Value:

$1.3B

ACM Research, Inc.

ACMR|00108J109

45000

Value:

$1.3B

EQUINIX INC

EQIX|29444U700

1583

Value:

$1.3B

ECOLAB INC.

ECL|278865100

5590

Value:

$1.3B

UNION PACIFIC CORP

UNP|907818108

5211

Value:

$1.3B

464287499

IWR|464287499

15168

Value:

$1.3B

464287507

IJH|464287507

20825

Value:

$1.3B

DEVON ENERGY CORP/DE

DVN|25179M103

22839

Value:

$1.1B

NORTHERN TRUST CORP

NTRS|665859104

12815

Value:

$1.1B

Instrument	Shares		Other Manager	Value
Amgen Inc(AMGNcusip031162100)	5.8K	QoQ- YoY-	All Managers (Combined)	$1.6M	QoQ- YoY-
Automatic Data Processing Inc(ADPcusip053015103)	6.4K	QoQ- YoY-	All Managers (Combined)	$1.6M	QoQ- YoY-
Heico Corp(HEIcusip422806109)	7.9K	QoQ- YoY-	All Managers (Combined)	$1.5M	QoQ- YoY-
Aflac Inc(AFLcusip001055102)	17.6K	QoQ- YoY-	All Managers (Combined)	$1.5M	QoQ- YoY-
(cusip381430529)✕	14.9K	QoQ- YoY-	All Managers (Combined)	$1.5M	QoQ- YoY-
(cusip320517600)✕	62.1K	QoQ- YoY-	All Managers (Combined)	$1.5M	QoQ- YoY-
(cusip78463X533)✕	44.3K	QoQ- YoY-	All Managers (Combined)	$1.5M	QoQ- YoY-
(IVEcusip464287408)	7.9K	QoQ- YoY-	All Managers (Combined)	$1.5M	QoQ- YoY-
Hp Inc(HPQcusip40434L105)	48.5K	QoQ- YoY-	All Managers (Combined)	$1.5M	QoQ- YoY-
Align Technology Inc(ALGNcusip016255101)	4.2K	QoQ- YoY-	All Managers (Combined)	$1.4M	QoQ- YoY-
Flaherty & Crumrine Preferred & Income Securities Fund Inc(FFCcusip338478100)	92.9K	QoQ- YoY-	All Managers (Combined)	$1.4M	QoQ- YoY-
(SCHBcusip808524102)	21.9K	QoQ- YoY-	All Managers (Combined)	$1.3M	QoQ- YoY-
Acm Research, Inc.(ACMRcusip00108J109)	45.0K	QoQ- YoY-	All Managers (Combined)	$1.3M	QoQ- YoY-
Equinix Inc(EQIXcusip29444U700)	1.6K	QoQ- YoY-	All Managers (Combined)	$1.3M	QoQ- YoY-
Ecolab Inc.(ECLcusip278865100)	5.6K	QoQ- YoY-	All Managers (Combined)	$1.3M	QoQ- YoY-
Union Pacific Corp(UNPcusip907818108)	5.2K	QoQ- YoY-	All Managers (Combined)	$1.3M	QoQ- YoY-
(IWRcusip464287499)	15.2K	QoQ- YoY-	All Managers (Combined)	$1.3M	QoQ- YoY-
(IJHcusip464287507)	20.8K	QoQ- YoY-	All Managers (Combined)	$1.3M	QoQ- YoY-
Devon Energy Corp/De(DVNcusip25179M103)	22.8K	QoQ- YoY-	All Managers (Combined)	$1.1M	QoQ- YoY-
Northern Trust Corp(NTRScusip665859104)	12.8K	QoQ- YoY-	All Managers (Combined)	$1.1M	QoQ- YoY-