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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SCHLUMBERGER LIMITED/NV

Shares:

9625

Value:

$527.5M

KIMBERLY CLARK CORP

Shares:

4009

Value:

$518.6M

SCHWAB CHARLES CORP

Shares:

7034

Value:

$508.9M

464287168

Shares:

4040

Value:

$497.6M

78464A870

Shares:

5180

Value:

$491.5M

Arista Networks, Inc.

Shares:

1653

Value:

$479.6M

DEXCOM INC

Shares:

3414

Value:

$473.7M

Fidelity National Information Services, Inc.

Shares:

6312

Value:

$468.5M

DuPont de Nemours, Inc.

Shares:

6093

Value:

$467.5M

NIKE, Inc.

Shares:

4935

Value:

$463.8M

CARMAX INC

Shares:

5082

Value:

$442.7M

VERIZON COMMUNICATIONS INC

Shares:

10436

Value:

$437.9M

464288240

Shares:

8034

Value:

$428.9M

NEXTERA ENERGY INC

Shares:

6595

Value:

$421.5M

464287150

Shares:

3545

Value:

$408.7M

AKAMAI TECHNOLOGIES INC

Shares:

3756

Value:

$408.5M

EXELON CORP

Shares:

10847

Value:

$407.6M

CALAMOS CONVERTIBLE & HIGH INCOME FUND

Shares:

34310

Value:

$405.2M

SOUTHERN CO

Shares:

5633

Value:

$404.1M

DTE ENERGY CO

Shares:

3585

Value:

$402.2M

Instrument	Shares		Other Manager	Value
Schlumberger Limited/Nv(SLBcusip806857108)	9.6K	QoQ- YoY-	All Managers (Combined)	$527.5K	QoQ- YoY-
Kimberly Clark Corp(KMBcusip494368103)	4.0K	QoQ- YoY-	All Managers (Combined)	$518.6K	QoQ- YoY-
Schwab Charles Corp(SCHWcusip808513105)	7.0K	QoQ- YoY-	All Managers (Combined)	$508.9K	QoQ- YoY-
(DVYcusip464287168)	4.0K	QoQ- YoY-	All Managers (Combined)	$497.6K	QoQ- YoY-
(cusip78464A870)✕	5.2K	QoQ- YoY-	All Managers (Combined)	$491.5K	QoQ- YoY-
Arista Networks, Inc.(ANETcusip040413106)	1.7K	QoQ- YoY-	All Managers (Combined)	$479.6K	QoQ- YoY-
Dexcom Inc(DXCMcusip252131107)	3.4K	QoQ- YoY-	All Managers (Combined)	$473.7K	QoQ- YoY-
Fidelity National Information Services, Inc.(FIScusip31620M106)	6.3K	QoQ- YoY-	All Managers (Combined)	$468.5K	QoQ- YoY-
Dupont De Nemours, Inc.(DDcusip26614N102)	6.1K	QoQ- YoY-	All Managers (Combined)	$467.5K	QoQ- YoY-
Nike, Inc.(NKEcusip654106103)	4.9K	QoQ- YoY-	All Managers (Combined)	$463.8K	QoQ- YoY-
Carmax Inc(KMXcusip143130102)	5.1K	QoQ- YoY-	All Managers (Combined)	$442.7K	QoQ- YoY-
Verizon Communications Inc(VZcusip92343V104)	10.4K	QoQ- YoY-	All Managers (Combined)	$437.9K	QoQ- YoY-
(cusip464288240)✕	8.0K	QoQ- YoY-	All Managers (Combined)	$428.9K	QoQ- YoY-
Nextera Energy Inc(NEEcusip65339F101)	6.6K	QoQ- YoY-	All Managers (Combined)	$421.5K	QoQ- YoY-
(ITOTcusip464287150)	3.5K	QoQ- YoY-	All Managers (Combined)	$408.7K	QoQ- YoY-
Akamai Technologies Inc(AKAMcusip00971T101)	3.8K	QoQ- YoY-	All Managers (Combined)	$408.5K	QoQ- YoY-
Exelon Corp(EXCcusip30161N101)	10.8K	QoQ- YoY-	All Managers (Combined)	$407.6K	QoQ- YoY-
Calamos Convertible & High Income Fund(CHYcusip12811P108)	34.3K	QoQ- YoY-	All Managers (Combined)	$405.2K	QoQ- YoY-
Southern Co(SOcusip842587107)	5.6K	QoQ- YoY-	All Managers (Combined)	$404.1K	QoQ- YoY-
Dte Energy Co(DTEcusip233331107)	3.6K	QoQ- YoY-	All Managers (Combined)	$402.2K	QoQ- YoY-