Institutions / Connectus Wealth, LLC
Connectus Wealth, LLC
CIK 1857493 · Institution · as of Dec 31, 2023
Portfolio value
$4.88B
Positions
502
As of
Dec 31, 2023
Portfolio trend
Portfolio value
$4.88B+8.7%Positions
502+4.4%Top holdings
Dec 31, 2023View all 502 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc.AAPL | $249.24M | 5.1% |
| S&P 500 ETFSPY | $231.65M | 4.7% |
| Microsoft CorpMSFT | $228.05M | 4.7% |
| Amazon Com IncAMZN | $186.81M | 3.8% |
| Mastercard IncMA | $123.22M | 2.5% |
| Costco Wholesale Corp /NewCOST | $102.20M | 2.1% |
| Alphabet Inc.GOOG | $100.15M | 2.1% |
| Thermo Fisher Scientific Inc.TMO | $95.03M | 1.9% |
| JPMorgan Chase & CoJPM | $94.70M | 1.9% |
| Ishares Msci Denmark ETF | $92.91M | 1.9% |
| Alphabet Inc.GOOG | $83.46M | 1.7% |
| Unitedhealth Group IncUNH | $77.63M | 1.6% |
| Invesco ExchangetradSPHQ | $68.57M | 1.4% |
| Advanced Micro Devices IncAMD | $64.10M | 1.3% |
| J P Morgan ExchangeJPST | $58.38M | 1.2% |
| Intuit Inc.INTU | $54.68M | 1.1% |
| iShares TrMBB | $51.66M | 1.1% |
| Tradeweb Markets Inc.TW | $50.46M | 1.0% |
| Home Depot, Inc.HD | $47.27M | 1.0% |
| Honeywell International Inc- | $47.13M | 1.0% |
| Ishares Msci Denmark ETF | $45.45M | 0.9% |
| Invesco Qqq TrQQQ | $44.71M | 0.9% |
| ExOne CoXONE | $44.64M | 0.9% |
| Salesforce.com, Inc.CRM | $44.39M | 0.9% |
| Workday, Inc.WDAY | $42.99M | 0.9% |
Activity
Dec 31, 2023View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q3 2022 as of | Trim Other (per filing) | Costar Group, Inc. common | $-337.91M | -485K -90.00% | 53,923 0.77% of portfolio | high |
| Q1 2022 as of | New Other (per filing) | Ishares Msci Denmark ETF fund | $261.83M | +2.4M | 2,403,944 5.36% of portfolio | high |
| Q3 2022 as of | Trim Other (per filing) | Autodesk, Inc. common | $-236.97M | -135K -89.26% | 16,254 0.58% of portfolio | high |
| Q3 2022 as of | Trim |