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 4 of 20

Sort by:

ENBRIDGE INC

Shares:

368259

Value:

$13.3B

46641Q332

Shares:

227626

Value:

$13.2B

78464A854

Shares:

213697

Value:

$13.1B

Community Healthcare Trust Inc

Shares:

492827

Value:

$13.1B

316092501

Shares:

204344

Value:

$12.1B

37954Y673

Shares:

299301

Value:

$11.9B

PROGRESSIVE CORP/OH/

Shares:

57453

Value:

$11.9B

46137V472

Shares:

100428

Value:

$11.1B

NVIDIA CORP

Shares:

12059

Value:

$10.9B

46436E718

Shares:

107610

Value:

$10.8B

78468R788

Shares:

263583

Value:

$10.7B

46434V621

Shares:

183713

Value:

$10.7B

STARWOOD PROPERTY TRUST, INC.

Shares:

522279

Value:

$10.6B

316092600

Shares:

150498

Value:

$10.5B

92204A504

Shares:

38602

Value:

$10.4B

46137V100

Shares:

101439

Value:

$10.3B

ANALOG DEVICES INC

Shares:

50531

Value:

$10.0B

46641Q373

Shares:

163635

Value:

$9.8B

HOME DEPOT, INC.

Shares:

25100

Value:

$9.7B

Walt Disney Co

Shares:

76573

Value:

$9.4B

Instrument	Shares		Other Manager	Value
Enbridge Inc(ENBcusip29250N105)	368.3K	QoQ- YoY-	All Managers (Combined)	$13.3M	QoQ- YoY-
(cusip46641Q332)✕	227.6K	QoQ- YoY-	All Managers (Combined)	$13.2M	QoQ- YoY-
(SPLGcusip78464A854)	213.7K	QoQ- YoY-	All Managers (Combined)	$13.1M	QoQ- YoY-
Community Healthcare Trust Inc(CHCTcusip20369C106)	492.8K	QoQ- YoY-	All Managers (Combined)	$13.1M	QoQ- YoY-
(cusip316092501)✕	204.3K	QoQ- YoY-	All Managers (Combined)	$12.1M	QoQ- YoY-
(cusip37954Y673)✕	299.3K	QoQ- YoY-	All Managers (Combined)	$11.9M	QoQ- YoY-
Progressive Corp/Oh/(PGRcusip743315103)	57.5K	QoQ- YoY-	All Managers (Combined)	$11.9M	QoQ- YoY-
(cusip46137V472)✕	100.4K	QoQ- YoY-	All Managers (Combined)	$11.1M	QoQ- YoY-
Nvidia Corp(NVDAcusip67066G104)	12.1K	QoQ- YoY-	All Managers (Combined)	$10.9M	QoQ- YoY-
(cusip46436E718)✕	107.6K	QoQ- YoY-	All Managers (Combined)	$10.8M	QoQ- YoY-
(cusip78468R788)✕	263.6K	QoQ- YoY-	All Managers (Combined)	$10.7M	QoQ- YoY-
(DGROcusip46434V621)	183.7K	QoQ- YoY-	All Managers (Combined)	$10.7M	QoQ- YoY-
Starwood Property Trust, Inc.(STWDcusip85571B105)	522.3K	QoQ- YoY-	All Managers (Combined)	$10.6M	QoQ- YoY-
(cusip316092600)✕	150.5K	QoQ- YoY-	All Managers (Combined)	$10.5M	QoQ- YoY-
(VHTcusip92204A504)	38.6K	QoQ- YoY-	All Managers (Combined)	$10.4M	QoQ- YoY-
(cusip46137V100)✕	101.4K	QoQ- YoY-	All Managers (Combined)	$10.3M	QoQ- YoY-
Analog Devices Inc(ADIcusip032654105)	50.5K	QoQ- YoY-	All Managers (Combined)	$10.0M	QoQ- YoY-
(cusip46641Q373)✕	163.6K	QoQ- YoY-	All Managers (Combined)	$9.8M	QoQ- YoY-
Home Depot, Inc.(HDcusip437076102)	25.1K	QoQ- YoY-	All Managers (Combined)	$9.7M	QoQ- YoY-
Walt Disney Co(DIScusip254687106)	76.6K	QoQ- YoY-	All Managers (Combined)	$9.4M	QoQ- YoY-