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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ServiceNow, Inc.

Shares:

45074

Value:

$34.4B

Aon plc

Shares:

98907

Value:

$33.0B

EOG RESOURCES INC

Shares:

252048

Value:

$32.2B

AMPHENOL CORP /DE/

Shares:

277001

Value:

$32.0B

ALTRIA GROUP, INC.

Shares:

730936

Value:

$32.0B

INTUIT INC.

Shares:

45132

Value:

$29.3B

CONSTELLATION BRANDS, INC.

Shares:

105944

Value:

$28.8B

Chubb Ltd

Shares:

109022

Value:

$28.4B

UNITEDHEALTH GROUP INC

Shares:

55574

Value:

$27.5B

COMCAST CORP

CMCSA|20030N101

Shares:

621150

Value:

$26.9B

CATERPILLAR INC

Shares:

71187

Value:

$26.1B

ROPER TECHNOLOGIES INC

Shares:

45754

Value:

$25.7B

RTX Corp

Shares:

256208

Value:

$25.0B

316092808

Shares:

157361

Value:

$24.5B

AMERIPRISE FINANCIAL INC

Shares:

53647

Value:

$23.6B

464287341

Shares:

543028

Value:

$23.3B

Accenture plc

Shares:

104308

Value:

$23.0B

FirstService Corp

Shares:

133167

Value:

$22.1B

922908744

Shares:

135113

Value:

$22.0B

EXXON MOBIL CORP

Shares:

187434

Value:

$21.8B

Instrument	Shares		Other Manager	Value
Servicenow, Inc.(NOWcusip81762P102)	45.1K	QoQ- YoY-	All Managers (Combined)	$34.4M	QoQ- YoY-
Aon Plc(AONcusipG0403H108)	98.9K	QoQ- YoY-	All Managers (Combined)	$33.0M	QoQ- YoY-
Eog Resources Inc(EOGcusip26875P101)	252.0K	QoQ- YoY-	All Managers (Combined)	$32.2M	QoQ- YoY-
Amphenol Corp /De/(APHcusip032095101)	277.0K	QoQ- YoY-	All Managers (Combined)	$32.0M	QoQ- YoY-
Altria Group, Inc.(MOcusip02209S103)	730.9K	QoQ- YoY-	All Managers (Combined)	$32.0M	QoQ- YoY-
Intuit Inc.(INTUcusip461202103)	45.1K	QoQ- YoY-	All Managers (Combined)	$29.3M	QoQ- YoY-
Constellation Brands, Inc.(STZcusip21036P108)	105.9K	QoQ- YoY-	All Managers (Combined)	$28.8M	QoQ- YoY-
Chubb Ltd(CBcusipH1467J104)	109.0K	QoQ- YoY-	All Managers (Combined)	$28.4M	QoQ- YoY-
Unitedhealth Group Inc(UNHcusip91324P102)	55.6K	QoQ- YoY-	All Managers (Combined)	$27.5M	QoQ- YoY-
Comcast Corp(CMCSAcusip20030N101)	621.1K	QoQ- YoY-	All Managers (Combined)	$26.9M	QoQ- YoY-
Caterpillar Inc(CATcusip149123101)	71.2K	QoQ- YoY-	All Managers (Combined)	$26.1M	QoQ- YoY-
Roper Technologies Inc(ROPcusip776696106)	45.8K	QoQ- YoY-	All Managers (Combined)	$25.7M	QoQ- YoY-
Rtx Corp(RTXcusip75513E101)	256.2K	QoQ- YoY-	All Managers (Combined)	$25.0M	QoQ- YoY-
(cusip316092808)✕	157.4K	QoQ- YoY-	All Managers (Combined)	$24.5M	QoQ- YoY-
Ameriprise Financial Inc(AMPcusip03076C106)	53.6K	QoQ- YoY-	All Managers (Combined)	$23.6M	QoQ- YoY-
(cusip464287341)✕	543.0K	QoQ- YoY-	All Managers (Combined)	$23.3M	QoQ- YoY-
Accenture Plc(ACNcusipG1151C101)	104.3K	QoQ- YoY-	All Managers (Combined)	$23.0M	QoQ- YoY-
Firstservice Corp(FSVcusip33767E202)	133.2K	QoQ- YoY-	All Managers (Combined)	$22.1M	QoQ- YoY-
(VTVcusip922908744)	135.1K	QoQ- YoY-	All Managers (Combined)	$22.0M	QoQ- YoY-
Exxon Mobil Corp(XOMcusip30231G102)	187.4K	QoQ- YoY-	All Managers (Combined)	$21.8M	QoQ- YoY-