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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BP PLC

Shares:

574629

Value:

$21.7B

CHEVRON CORP

Shares:

136874

Value:

$21.6B

464287572

Shares:

231357

Value:

$20.7B

Expedia Group, Inc.

Shares:

141766

Value:

$19.5B

APPLIED MATERIALS INC /DE

Shares:

94248

Value:

$19.4B

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:

80483

Value:

$19.3B

09789C853

Shares:

386008

Value:

$18.9B

ELECTRONIC ARTS INC.

Shares:

133815

Value:

$17.8B

CARDINAL HEALTH INC

Shares:

153622

Value:

$17.2B

46641Q837

Shares:

310138

Value:

$15.6B

Alibaba Group Holding Ltd

Shares:

215070

Value:

$15.6B

921946794

Shares:

223825

Value:

$15.4B

922908363

Shares:

31667

Value:

$15.2B

POOL CORP

Shares:

37426

Value:

$15.1B

FREEPORT-MCMORAN INC

Shares:

318430

Value:

$15.0B

SPDR GOLD TRUST

Shares:

71215

Value:

$14.7B

LOCKHEED MARTIN CORP

Shares:

31879

Value:

$14.5B

808524805

Shares:

356602

Value:

$13.9B

Fortive Corp

Shares:

158115

Value:

$13.6B

Palo Alto Networks Inc

Shares:

47355

Value:

$13.5B

Instrument	Shares		Other Manager	Value
Bp Plc(BPcusip055622104)	574.6K	QoQ- YoY-	All Managers (Combined)	$21.7M	QoQ- YoY-
Chevron Corp(CVXcusip166764100)	136.9K	QoQ- YoY-	All Managers (Combined)	$21.6M	QoQ- YoY-
(cusip464287572)✕	231.4K	QoQ- YoY-	All Managers (Combined)	$20.7M	QoQ- YoY-
Expedia Group, Inc.(EXPEcusip30212P303)	141.8K	QoQ- YoY-	All Managers (Combined)	$19.5M	QoQ- YoY-
Applied Materials Inc /De(AMATcusip038222105)	94.2K	QoQ- YoY-	All Managers (Combined)	$19.4M	QoQ- YoY-
Berkshire Hathaway Inc(BRK-Bcusip084670702)	80.5K	QoQ- YoY-	All Managers (Combined)	$19.3M	QoQ- YoY-
(cusip09789C853)✕	386.0K	QoQ- YoY-	All Managers (Combined)	$18.9M	QoQ- YoY-
Electronic Arts Inc.(EAcusip285512109)	133.8K	QoQ- YoY-	All Managers (Combined)	$17.8M	QoQ- YoY-
Cardinal Health Inc(CAHcusip14149Y108)	153.6K	QoQ- YoY-	All Managers (Combined)	$17.2M	QoQ- YoY-
(cusip46641Q837)✕	310.1K	QoQ- YoY-	All Managers (Combined)	$15.6M	QoQ- YoY-
Alibaba Group Holding Ltd(BABAcusip01609W102)	215.1K	QoQ- YoY-	All Managers (Combined)	$15.6M	QoQ- YoY-
(VYMIcusip921946794)	223.8K	QoQ- YoY-	All Managers (Combined)	$15.4M	QoQ- YoY-
(VOOcusip922908363)	31.7K	QoQ- YoY-	All Managers (Combined)	$15.2M	QoQ- YoY-
Pool Corp(POOLcusip73278L105)	37.4K	QoQ- YoY-	All Managers (Combined)	$15.1M	QoQ- YoY-
Freeport-Mcmoran Inc(FCXcusip35671D857)	318.4K	QoQ- YoY-	All Managers (Combined)	$15.0M	QoQ- YoY-
Spdr Gold Trust(GLDcusip78463V107)	71.2K	QoQ- YoY-	All Managers (Combined)	$14.7M	QoQ- YoY-
Lockheed Martin Corp(LMTcusip539830109)	31.9K	QoQ- YoY-	All Managers (Combined)	$14.5M	QoQ- YoY-
(SCHFcusip808524805)	356.6K	QoQ- YoY-	All Managers (Combined)	$13.9M	QoQ- YoY-
Fortive Corp(FTVcusip34959J108)	158.1K	QoQ- YoY-	All Managers (Combined)	$13.6M	QoQ- YoY-
Palo Alto Networks Inc(PANWcusip697435105)	47.4K	QoQ- YoY-	All Managers (Combined)	$13.5M	QoQ- YoY-