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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MCDONALDS CORP

Shares:

1424

Value:

$401.5M

Energy Transfer LP

Shares:

25317

Value:

$398.3M

FASTENAL CO

Shares:

5100

Value:

$393.4M

GENERAL ELECTRIC CO

Shares:

2235

Value:

$392.3M

BIOGEN INC.

Shares:

1814

Value:

$391.2M

PACKAGING CORP OF AMERICA

Shares:

2000

Value:

$379.6M

922042742

Shares:

3412

Value:

$377.0M

Walmart Inc.

Shares:

6018

Value:

$362.1M

81369Y308

Shares:

4731

Value:

$361.2M

860630706

Shares:

14375

Value:

$356.1M

QUALCOMM INC/DE

Shares:

2100

Value:

$355.5M

Baidu, Inc.

Shares:

3329

Value:

$350.5M

CUMMINS INC

Shares:

1184

Value:

$349.5M

COLGATE PALMOLIVE CO

Shares:

3775

Value:

$339.9M

FIRST SOLAR, INC.

Shares:

1900

Value:

$320.7M

Autodesk, Inc.

Shares:

133032

Value:

$318.1M

97717W380

Shares:

14272

Value:

$315.1M

33739Q200

Shares:

6475

Value:

$312.4M

C. H. ROBINSON WORLDWIDE, INC.

Shares:

4093

Value:

$311.7M

808524870

Shares:

5795

Value:

$302.3M

Instrument	Shares		Other Manager	Value
Mcdonalds Corp(MCDcusip580135101)	1.4K	QoQ- YoY-	All Managers (Combined)	$401.5K	QoQ- YoY-
Energy Transfer Lp(ETcusip29273V100)	25.3K	QoQ- YoY-	All Managers (Combined)	$398.3K	QoQ- YoY-
Fastenal Co(FASTcusip311900104)	5.1K	QoQ- YoY-	All Managers (Combined)	$393.4K	QoQ- YoY-
General Electric Co(GEcusip369604301)	2.2K	QoQ- YoY-	All Managers (Combined)	$392.3K	QoQ- YoY-
Biogen Inc.(BIIBcusip09062X103)	1.8K	QoQ- YoY-	All Managers (Combined)	$391.2K	QoQ- YoY-
Packaging Corp Of America(PKGcusip695156109)	2.0K	QoQ- YoY-	All Managers (Combined)	$379.6K	QoQ- YoY-
(VTcusip922042742)	3.4K	QoQ- YoY-	All Managers (Combined)	$377.0K	QoQ- YoY-
Walmart Inc.(WMTcusip931142103)	6.0K	QoQ- YoY-	All Managers (Combined)	$362.1K	QoQ- YoY-
(cusip81369Y308)✕	4.7K	QoQ- YoY-	All Managers (Combined)	$361.2K	QoQ- YoY-
(cusip860630706)✕	14.4K	QoQ- YoY-	All Managers (Combined)	$356.1K	QoQ- YoY-
Qualcomm Inc/De(QCOMcusip747525103)	2.1K	QoQ- YoY-	All Managers (Combined)	$355.5K	QoQ- YoY-
Baidu, Inc.(BIDUcusip056752108)	3.3K	QoQ- YoY-	All Managers (Combined)	$350.5K	QoQ- YoY-
Cummins Inc(CMIcusip231021106)	1.2K	QoQ- YoY-	All Managers (Combined)	$349.5K	QoQ- YoY-
Colgate Palmolive Co(CLcusip194162103)	3.8K	QoQ- YoY-	All Managers (Combined)	$339.9K	QoQ- YoY-
First Solar, Inc.(FSLRcusip336433107)	1.9K	QoQ- YoY-	All Managers (Combined)	$320.7K	QoQ- YoY-
Autodesk, Inc.(ADSKcusip052769106)	133.0K	QoQ- YoY-	All Managers (Combined)	$318.1K	QoQ- YoY-
(cusip97717W380)✕	14.3K	QoQ- YoY-	All Managers (Combined)	$315.1K	QoQ- YoY-
(cusip33739Q200)✕	6.5K	QoQ- YoY-	All Managers (Combined)	$312.4K	QoQ- YoY-
C. H. Robinson Worldwide, Inc.(CHRWcusip12541W209)	4.1K	QoQ- YoY-	All Managers (Combined)	$311.7K	QoQ- YoY-
(cusip808524870)✕	5.8K	QoQ- YoY-	All Managers (Combined)	$302.3K	QoQ- YoY-