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

Search and click to pin securities to the top

Page 14 of 20

Sort by:

464287200

Shares:

2051

Value:

$712.5M

ENSIGN GROUP, INC

Shares:

5700

Value:

$709.2M

EQUIFAX INC

Shares:

2628

Value:

$703.3M

Dell Technologies Inc.

Shares:

6153

Value:

$702.4M

ZEBRA TECHNOLOGIES CORP

Shares:

2310

Value:

$696.3M

464288760

Shares:

5220

Value:

$688.7M

GENERAL DYNAMICS CORP

Shares:

2425

Value:

$685.8M

Eaton Corp plc

Shares:

2149

Value:

$672.8M

464287614

Shares:

1960

Value:

$660.6M

General Motors Co

Shares:

14376

Value:

$652.3M

Medtronic plc

Shares:

7114

Value:

$620.2M

464287101

Shares:

2500

Value:

$618.5M

Veralto Corp

Shares:

6937

Value:

$615.0M

COCA COLA FEMSA SAB DE CV

Shares:

6260

Value:

$610.9M

PULTEGROUP INC/MI/

Shares:

5000

Value:

$603.1M

JOHNSON & JOHNSON

Shares:

3714

Value:

$587.6M

464288679

Shares:

5260

Value:

$581.4M

ExlService Holdings, Inc.

Shares:

17445

Value:

$554.8M

AUTOZONE INC

Shares:

171

Value:

$539.8M

Zoetis Inc.

Shares:

3143

Value:

$531.9M

Instrument	Shares		Other Manager	Value
(IVVcusip464287200)	2.1K	QoQ- YoY-	All Managers (Combined)	$712.5K	QoQ- YoY-
Ensign Group, Inc(ENSGcusip29358P101)	5.7K	QoQ- YoY-	All Managers (Combined)	$709.2K	QoQ- YoY-
Equifax Inc(EFXcusip294429105)	2.6K	QoQ- YoY-	All Managers (Combined)	$703.3K	QoQ- YoY-
Dell Technologies Inc.(DELLcusip24703L202)	6.2K	QoQ- YoY-	All Managers (Combined)	$702.4K	QoQ- YoY-
Zebra Technologies Corp(ZBRAcusip989207105)	2.3K	QoQ- YoY-	All Managers (Combined)	$696.3K	QoQ- YoY-
(cusip464288760)✕	5.2K	QoQ- YoY-	All Managers (Combined)	$688.7K	QoQ- YoY-
General Dynamics Corp(GDcusip369550108)	2.4K	QoQ- YoY-	All Managers (Combined)	$685.8K	QoQ- YoY-
Eaton Corp Plc(ETNcusipG29183103)	2.1K	QoQ- YoY-	All Managers (Combined)	$672.8K	QoQ- YoY-
(IWFcusip464287614)	2.0K	QoQ- YoY-	All Managers (Combined)	$660.6K	QoQ- YoY-
General Motors Co(GMcusip37045V100)	14.4K	QoQ- YoY-	All Managers (Combined)	$652.3K	QoQ- YoY-
Medtronic Plc(MDTcusipG5960L103)	7.1K	QoQ- YoY-	All Managers (Combined)	$620.2K	QoQ- YoY-
(cusip464287101)✕	2.5K	QoQ- YoY-	All Managers (Combined)	$618.5K	QoQ- YoY-
Veralto Corp(VLTOcusip92338C103)	6.9K	QoQ- YoY-	All Managers (Combined)	$615.0K	QoQ- YoY-
Coca Cola Femsa Sab De Cv(KOFcusip191241108)	6.3K	QoQ- YoY-	All Managers (Combined)	$610.9K	QoQ- YoY-
Pultegroup Inc/Mi/(PHMcusip745867101)	5.0K	QoQ- YoY-	All Managers (Combined)	$603.1K	QoQ- YoY-
Johnson & Johnson(JNJcusip478160104)	3.7K	QoQ- YoY-	All Managers (Combined)	$587.6K	QoQ- YoY-
(cusip464288679)✕	5.3K	QoQ- YoY-	All Managers (Combined)	$581.4K	QoQ- YoY-
Exlservice Holdings, Inc.(EXLScusip302081104)	17.4K	QoQ- YoY-	All Managers (Combined)	$554.8K	QoQ- YoY-
Autozone Inc(AZOcusip053332102)	171	QoQ- YoY-	All Managers (Combined)	$539.8K	QoQ- YoY-
Zoetis Inc.(ZTScusip98978V103)	3.1K	QoQ- YoY-	All Managers (Combined)	$531.9K	QoQ- YoY-