Connectus Wealth, LLC Top Holdings and 13F Report (2024) → Dems have chosen Biden replacement? (From Paradigm Press) (Ad) About Connectus Wealth, LLCInvestment ActivityConnectus Wealth, LLC has $3.66 billion in total holdings as of March 31, 2024.Connectus Wealth, LLC owns shares of 399 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 13.36% of the portfolio was purchased this quarter.About 45.99% of the portfolio was sold this quarter.This quarter, Connectus Wealth, LLC has purchased 515 new stocks and bought additional shares in 146 stocks.Connectus Wealth, LLC sold shares of 179 stocks and completely divested from 152 stocks this quarter.Largest Holdings Apple $242,961,633Amazon.com $230,067,022Microsoft $115,865,280Alphabet $110,973,118Mastercard $110,856,626 Largest New Holdings this Quarter Cardinal Health $17,190,650 HoldingGlobal X U.S. Infrastructure Development ETF $11,915,172 HoldingFidelity MSCI Health Care Index ETF $10,511,452 HoldingFidelity MSCI Consumer Staples Index ETF $7,509,905 HoldingFidelity MSCI Utilities Index ETF $3,098,354 Holding Largest Purchases this Quarter Thermo Fisher Scientific 175,839 shares (about $102.20M)Novo Nordisk A/S 301,262 shares (about $38.68M)Caterpillar 68,424 shares (about $25.07M)Ameriprise Financial 47,722 shares (about $20.97M)Adobe 39,658 shares (about $20.01M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 378,507 shares (about $198.58M)Microsoft 333,049 shares (about $90.13M)Invesco S&P 500 Quality ETF 1,210,362 shares (about $73.13M)iShares Core S&P 500 ETF 193,074 shares (about $67.07M)UnitedHealth Group 91,795 shares (about $45.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofConnectus Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$242,961,633$16,326,567 ▲7.2%1,650,7906.6%Computer and TechnologyAMZNAmazon.com$230,067,022$5,438,930 ▲2.4%1,632,2326.3%Retail/WholesaleMSFTMicrosoft$115,865,280$90,130,249 ▼-43.8%428,1453.2%Computer and TechnologyGOOGAlphabet$110,973,118$633,949 ▲0.6%1,201,1963.0%Computer and TechnologyMAMastercard$110,856,626$21,198,115 ▼-16.1%307,1423.0%Business ServicesCOSTCostco Wholesale$104,097,386$9,303,799 ▼-8.2%143,7302.8%Retail/WholesaleTMOThermo Fisher Scientific$102,694,576$102,199,385 ▲20,638.4%176,6912.8%MedicalGOOGLAlphabet$101,526,003$11,349,190 ▲12.6%672,6602.8%Computer and TechnologyJPMJPMorgan Chase & Co.$93,699,609$17,794,064 ▼-16.0%467,7962.6%FinanceAMDAdvanced Micro Devices$75,922,996$2,562,262 ▼-3.3%420,6452.1%Computer and TechnologyTWTradeweb Markets$57,594,520$242,508 ▼-0.4%552,8901.6%FinanceSPYSPDR S&P 500 ETF Trust$56,841,785$198,576,907 ▼-77.7%108,3461.6%FinanceHDHome Depot$55,197,437$2,868,043 ▲5.5%143,7461.5%Retail/WholesaleADBEAdobe$53,949,356$20,012,380 ▲59.0%106,9101.5%Computer and TechnologyMETAMeta Platforms$47,037,732$5,539,285 ▼-10.5%213,8711.3%Computer and TechnologyBLKBlackRock$45,379,125$2,486,093 ▲5.8%54,4311.2%FinanceCRMSalesforce$44,573,999$6,237,517 ▼-12.3%147,9961.2%Computer and TechnologyWDAYWorkday$43,434,346$958,716 ▲2.3%159,2461.2%Computer and TechnologyXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$41,471,441$2,822,658 ▼-6.4%835,6121.1%ETFNVONovo Nordisk A/S$40,087,764$38,682,041 ▲2,751.8%312,2101.1%MedicalQQQInvesco QQQ$39,424,135$9,092,132 ▼-18.7%88,6771.1%FinanceHONHoneywell International$39,004,763$7,132,007 ▼-15.5%189,9321.1%Multi-Sector ConglomeratesSYKStryker$36,069,359$625,557 ▼-1.7%100,7891.0%MedicalNOWServiceNow$34,364,723$1,991,406 ▲6.2%45,0740.9%Computer and TechnologyCVXChevron$33,256,729$748,227 ▲2.3%210,8140.9%Oils/EnergyAONAON$33,007,243$76,422 ▼-0.2%98,9070.9%FinanceEOGEOG Resources$32,223,045$452,187 ▲1.4%252,0480.9%Oils/EnergyAPHAmphenol$32,005,370$488,744 ▲1.6%277,0010.9%Computer and TechnologyMOAltria Group$31,968,549$584,013 ▲1.9%730,9360.9%Consumer StaplesINTUIntuit$29,335,800$27,289,600 ▼-48.2%45,1320.8%Computer and TechnologySTZConstellation Brands$28,791,341$201,918 ▼-0.7%105,9440.8%Consumer StaplesCBChubb$28,383,226$1,247,829 ▼-4.2%109,0220.8%FinanceUNHUnitedHealth Group$27,492,488$45,411,036 ▼-62.3%55,5740.8%MedicalCMCSAComcast$26,927,177$7,119,760 ▼-20.9%621,1500.7%Consumer DiscretionaryCATCaterpillar$26,086,598$25,074,092 ▲2,476.4%71,1870.7%Industrial ProductsROPRoper Technologies$25,660,674$1,214,219 ▲5.0%45,7540.7%Computer and TechnologyRTXRTX$24,987,988$43,498 ▼-0.2%256,2080.7%AerospaceVOOVanguard S&P 500 ETF$24,730,744$2,450,626 ▲11.0%51,4470.7%ETFFTECFidelity MSCI Information Technology Index ETF$24,543,483$17,015,313 ▲226.0%157,3610.7%ETFAMPAmeriprise Financial$23,576,423$20,972,544 ▲805.4%53,6470.6%FinanceIXCiShares Global Energy ETF$23,323,052$2,657,445 ▼-10.2%543,0280.6%ETFACNAccenture$23,048,810$270,245 ▲1.2%104,3080.6%Business ServicesFSVFirstService$22,079,088$469,546 ▲2.2%133,1670.6%FinanceVTVVanguard Value ETF$22,004,495$1,247,996 ▼-5.4%135,1130.6%ETFXOMExxon Mobil$21,788,603$611,109 ▲2.9%187,4340.6%Oils/EnergyBPBP$21,672,065$1,035,726 ▼-4.6%574,6290.6%Oils/EnergyIOOiShares Global 100 ETF$20,685,630$1,802,416 ▲9.5%231,3570.6%ETFDHRDanaher$20,202,007$52,944 ▼-0.3%80,8930.6%Multi-Sector ConglomeratesEXPEExpedia Group$19,528,481$789,729 ▲4.2%141,7660.5%Retail/WholesaleAMATApplied Materials$19,448,524$3,485,951 ▲21.8%94,2480.5%Computer and TechnologyBRK.BBerkshire Hathaway$19,274,941$157,585 ▲0.8%80,4830.5%FinanceXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF$18,943,337$914,611 ▼-4.6%386,0080.5%ETFEAElectronic Arts$17,777,146$599,945 ▼-3.3%133,8150.5%Consumer DiscretionaryCAHCardinal Health$17,190,650$17,190,650 ▲New Holding153,6220.5%MedicalPEPPepsiCo$15,896,333$12,136,243 ▲322.8%90,8310.4%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$15,646,467$42,915,508 ▼-73.3%310,1380.4%ETFBABAAlibaba Group$15,602,360$354,602 ▼-2.2%215,0700.4%Retail/WholesaleVYMIVanguard International High Dividend Yield ETF$15,399,167$1,183,911 ▼-7.1%223,8250.4%ETFPOOLPool$15,101,391$1,724,963 ▲12.9%37,4260.4%Consumer DiscretionaryFCXFreeport-McMoRan$14,972,740$427,134 ▼-2.8%318,4300.4%Basic MaterialsGLDSPDR Gold Shares$14,650,402$5,198,974 ▼-26.2%71,2150.4%FinanceLMTLockheed Martin$14,500,800$11,662,866 ▲411.0%31,8790.4%AerospaceSCHFSchwab International Equity ETF$13,914,610$1,413,421 ▲11.3%356,6020.4%ETFFTVFortive$13,601,052$199,136 ▼-1.4%158,1150.4%Computer and TechnologyPANWPalo Alto Networks$13,454,977$12,869,101 ▲2,196.6%47,3550.4%Computer and TechnologyENBEnbridge$13,323,611$76,087 ▼-0.6%368,2590.4%Oils/EnergyJEPIJPMorgan Equity Premium Income ETF$13,170,423$952,085 ▼-6.7%227,6260.4%ETFSPLGSPDR Portfolio S&P 500 ETF$13,148,764$397,360 ▼-2.9%213,6970.4%ETFCHCTCommunity Healthcare Trust$13,084,557$77,446 ▼-0.6%492,8270.4%FinanceCVSCVS Health$12,517,434$66,775 ▲0.5%156,9010.3%Retail/WholesaleFNCLFidelity MSCI Financials Index ETF$12,148,723$9,305,476 ▲327.3%204,3440.3%ETFPAVEGlobal X U.S. Infrastructure Development ETF$11,915,172$11,915,172 ▲New Holding299,3010.3%ETFPGRProgressive$11,882,429$2,911,819 ▼-19.7%57,4530.3%FinanceXMHQInvesco S&P MidCap Quality ETF$11,052,071$2,163,797 ▲24.3%100,4280.3%ETFNVDANVIDIA$10,896,113$29,506,880 ▼-73.0%12,0590.3%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$10,837,425$16,795,642 ▼-60.8%107,6100.3%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$10,730,471$837,772 ▼-7.2%263,5830.3%ETFDGROiShares Core Dividend Growth ETF$10,666,371$858,939 ▲8.8%183,7130.3%ETFSTWDStarwood Property Trust$10,617,932$199,458 ▼-1.8%522,2790.3%FinanceFHLCFidelity MSCI Health Care Index ETF$10,511,452$10,511,452 ▲New Holding150,4980.3%ETFVHTVanguard Health Care ETF$10,442,654$1,137,271 ▼-9.8%38,6020.3%ETFPPAInvesco Aerospace & Defense ETF$10,303,160$670,870 ▲7.0%101,4390.3%ETFADIAnalog Devices$9,995,320$16,220 ▲0.2%50,5310.3%Computer and TechnologyBBINJPMorgan BetaBuilders International Equity ETF$9,840,166$1,049,052 ▲11.9%163,6350.3%ETFCLColgate-Palmolive$9,510,553$1,606,480 ▲20.3%105,4610.3%Consumer StaplesDISWalt Disney$9,369,472$17,107,273 ▼-64.6%76,5730.3%Consumer DiscretionaryMLPXGlobal X MLP & Energy Infrastructure ETF$9,235,252$45,071 ▲0.5%188,5130.3%ETFAIGAmerican International Group$8,809,269$895,032 ▼-9.2%112,4790.2%FinanceMSCIMSCI$8,801,866$1,030,667 ▲13.3%15,7050.2%Computer and TechnologyInvesco Exchange Traded FD TR S&P500 Eql WGT ETF$8,787,823$462,045 ▼-5.0%51,8850.2%ComPNCThe PNC Financial Services Group$8,739,490$90,011 ▼-1.0%54,0810.2%FinanceMDLZMondelez International$8,733,410$8,362,760 ▲2,256.2%124,7630.2%Consumer StaplesXLEEnergy Select Sector SPDR Fund$8,707,775$196,372 ▼-2.2%92,2340.2%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$8,555,046$7,603,412 ▲799.0%103,6260.2%ETFFYLDCambria Foreign Shareholder Yield ETF$8,476,947$814,313 ▼-8.8%311,3300.2%ETFTSLATesla$7,907,913$11,703,571 ▼-59.7%44,9850.2%Auto/Tires/TrucksBACBank of America$7,735,910$4,795,273 ▲163.1%203,9260.2%FinanceTAT&T$7,626,764$2,684,916 ▲54.3%433,3330.2%Computer and TechnologyAVGOBroadcom$7,545,924$1,042,738 ▼-12.1%5,6880.2%Computer and TechnologyFSTAFidelity MSCI Consumer Staples Index ETF$7,509,905$7,509,905 ▲New Holding157,6600.2%ETFShowing largest 100 holdings. 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