Connectus Wealth, LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, Connectus Wealth, LLC opened 253 positions, added to 0, reduced 0 and sold out of 313.
- Q1 2024: Stock AAPL; Country of operation United States; Class Com; Shares before 0.
- Q1 2024: Stock AMZN; Country of operation United States; Class Com; Shares before 0.
- Q1 2024: Stock MSFT; Country of operation United States; Class Com; Shares before 0.
- Q1 2024: Stock GOOG; Country of operation United States; Class Com; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1857493), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 2024 | AAPL Apple Inc | United States | Com | 0 | 1,650,790 | +1,650,790 | $0 | $242,961,633 | +$242,961,633 | 2024-05-14 |
| Q1 2024 | AMZN AMAZON COM INC | United States | Com | 0 | 1,632,232 | +1,632,232 | $0 | $230,067,022 | +$230,067,022 | 2024-05-14 |
| Q1 2024 | MSFT Microsoft Corp | United States | Com | 0 | 428,145 | +428,145 | $0 | $115,865,280 | +$115,865,280 | 2024-05-14 |
| Q1 2024 | GOOG ALPHABET INC | United States | Com | 0 | 1,201,196 | +1,201,196 | $0 | $110,973,118 | +$110,973,118 | 2024-05-14 |
| Q1 2024 | MA Mastercard Inc | United States | Com | 0 | 307,142 | +307,142 | $0 | $110,856,626 | +$110,856,626 | 2024-05-14 |
| Q1 2024 | COST Costco Wholesale Co | United States | Com | 0 | 143,730 | +143,730 | $0 | $104,097,386 | +$104,097,386 | 2024-05-14 |
| Q1 2024 | TMO Thermo Fisher Scientific | United States | Com | 0 | 176,691 | +176,691 | $0 | $102,694,576 | +$102,694,576 | 2024-05-14 |
| Q1 2024 | GOOGL ALPHABET INC | United States | Com | 0 | 672,660 | +672,660 | $0 | $101,526,003 | +$101,526,003 | 2024-05-14 |
| Q1 2024 | JPM JPMorgan Chase | United States | Com | 0 | 467,796 | +467,796 | $0 | $93,699,609 | +$93,699,609 | 2024-05-14 |
| Q1 2024 | AMD ADV MICRO DEVICES | United States | Com | 0 | 420,645 | +420,645 | $0 | $75,922,996 | +$75,922,996 | 2024-05-14 |
| Q1 2024 | TW Tradeweb Markets Inc | United States | Com | 0 | 552,890 | +552,890 | $0 | $57,594,520 | +$57,594,520 | 2024-05-14 |
| Q1 2024 | HD Home Depot Inc | United States | Com | 0 | 143,746 | +143,746 | $0 | $55,197,437 | +$55,197,437 | 2024-05-14 |
| Q1 2024 | ADBE ADOBE INC | United States | Com | 0 | 106,910 | +106,910 | $0 | $53,949,356 | +$53,949,356 | 2024-05-14 |
| Q1 2024 | META Meta Platforms Inc | United States | Com | 0 | 213,871 | +213,871 | $0 | $47,037,732 | +$47,037,732 | 2024-05-14 |
| Q1 2024 | CRM Salesforce Inc. | United States | Com | 0 | 147,996 | +147,996 | $0 | $44,573,999 | +$44,573,999 | 2024-05-14 |
| Q1 2024 | WDAY Workday Inc | United States | Com | 0 | 159,246 | +159,246 | $0 | $43,434,346 | +$43,434,346 | 2024-05-14 |
| Q1 2024 | NVO Novo Nordisk AS Adr | Com | 0 | 312,210 | +312,210 | $0 | $40,087,764 | +$40,087,764 | 2024-05-14 | |
| Q1 2024 | HONZZZZ Honeywell Intl Inc | Com | 0 | 189,932 | +189,932 | $0 | $39,004,763 | +$39,004,763 | 2024-05-14 | |
| Q1 2024 | SYK Stryker Corp | United States | Com | 0 | 100,789 | +100,789 | $0 | $36,069,359 | +$36,069,359 | 2024-05-14 |
| Q1 2024 | NOW Service Now Inc | United States | Com | 0 | 45,074 | +45,074 | $0 | $34,364,723 | +$34,364,723 | 2024-05-14 |
| Q1 2024 | CVX CHEVRON CORP | United States | Com | 0 | 210,814 | +210,814 | $0 | $33,256,729 | +$33,256,729 | 2024-05-14 |
| Q1 2024 | AON Aon PLC | Ireland | Com | 0 | 98,907 | +98,907 | $0 | $33,007,243 | +$33,007,243 | 2024-05-14 |
| Q1 2024 | EOG EOG Resources Inc | United States | Com | 0 | 252,048 | +252,048 | $0 | $32,223,045 | +$32,223,045 | 2024-05-14 |
| Q1 2024 | APH Amphenol Corp Class A | United States | Com | 0 | 277,001 | +277,001 | $0 | $32,005,370 | +$32,005,370 | 2024-05-14 |
| Q1 2024 | MO Altria Group | United States | Com | 0 | 730,936 | +730,936 | $0 | $31,968,549 | +$31,968,549 | 2024-05-14 |
| Q1 2024 | INTU Intuit | United States | Com | 0 | 45,132 | +45,132 | $0 | $29,335,800 | +$29,335,800 | 2024-05-14 |
| Q1 2024 | STZ Constellation Brand Class A | United States | Com | 0 | 105,944 | +105,944 | $0 | $28,791,341 | +$28,791,341 | 2024-05-14 |
| Q1 2024 | CB CHUBB LIMITED | Com | 0 | 109,022 | +109,022 | $0 | $28,383,226 | +$28,383,226 | 2024-05-14 | |
| Q1 2024 | UNH UnitedHealth Group | United States | Com | 0 | 55,574 | +55,574 | $0 | $27,492,488 | +$27,492,488 | 2024-05-14 |
| Q1 2024 | CMCSA COMCAST CORP | United States | Com | 0 | 621,150 | +621,150 | $0 | $26,927,177 | +$26,927,177 | 2024-05-14 |
| Q1 2024 | CAT CATERPILLAR INC | United States | Com | 0 | 71,187 | +71,187 | $0 | $26,086,598 | +$26,086,598 | 2024-05-14 |
| Q1 2024 | ROP Roper Technologies | United States | Com | 0 | 88,921 | +88,921 | $0 | $25,712,898 | +$25,712,898 | 2024-05-14 |
| Q1 2024 | RTX Raytheon Technologies Co | United States | Com | 0 | 256,208 | +256,208 | $0 | $24,987,988 | +$24,987,988 | 2024-05-14 |
| Q1 2024 | AMP AMERIPRISE FINANCIAL | United States | Com | 0 | 53,647 | +53,647 | $0 | $23,576,423 | +$23,576,423 | 2024-05-14 |
| Q1 2024 | ACN ACCENTURE PLC | Com | 0 | 104,308 | +104,308 | $0 | $23,048,810 | +$23,048,810 | 2024-05-14 | |
| Q1 2024 | FSV FirstService Corp | Com | 0 | 133,167 | +133,167 | $0 | $22,079,088 | +$22,079,088 | 2024-05-14 | |
| Q1 2024 | XOMXXXX Exxon Mobil Corp | Com | 0 | 187,434 | +187,434 | $0 | $21,788,603 | +$21,788,603 | 2024-05-14 | |
| Q1 2024 | BP BP PLC | Com | 0 | 574,629 | +574,629 | $0 | $21,672,065 | +$21,672,065 | 2024-05-14 | |
| Q1 2024 | DHR Danaher Corp | United States | Com | 0 | 80,893 | +80,893 | $0 | $20,202,007 | +$20,202,007 | 2024-05-14 |
| Q1 2024 | EXPE EXPEDIA GROUP INC | United States | Com | 0 | 141,766 | +141,766 | $0 | $19,528,481 | +$19,528,481 | 2024-05-14 |
| Q1 2024 | AMAT APPLIED MATERIALS | United States | Com | 0 | 94,248 | +94,248 | $0 | $19,448,524 | +$19,448,524 | 2024-05-14 |
| Q1 2024 | BRKB BERKSHIRE HATHAWAY | Com | 0 | 80,483 | +80,483 | $0 | $19,274,941 | +$19,274,941 | 2024-05-14 | |
| Q1 2024 | EA ELECTRONIC ARTS INC | United States | Com | 0 | 133,815 | +133,815 | $0 | $17,777,146 | +$17,777,146 | 2024-05-14 |
| Q1 2024 | CAH CARDINAL HEALTH INC | United States | Com | 0 | 153,622 | +153,622 | $0 | $17,190,650 | +$17,190,650 | 2024-05-14 |
| Q1 2024 | PEP Pepsico | United States | Com | 0 | 91,998 | +91,998 | $0 | $16,102,084 | +$16,102,084 | 2024-05-14 |
| Q1 2024 | POOL Pool Corp | United States | Com | 0 | 37,426 | +37,426 | $0 | $15,101,391 | +$15,101,391 | 2024-05-14 |
| Q1 2024 | FCX Freeport-McMoran Cpr&Gld | United States | Com | 0 | 318,430 | +318,430 | $0 | $14,972,740 | +$14,972,740 | 2024-05-14 |
| Q1 2024 | GLD SPDR Gold Fund | United States | Com | 0 | 71,215 | +71,215 | $0 | $14,650,402 | +$14,650,402 | 2024-05-14 |
| Q1 2024 | LMT Lockheed Martin | United States | Com | 0 | 31,879 | +31,879 | $0 | $14,500,800 | +$14,500,800 | 2024-05-14 |
| Q1 2024 | PANW Palo Alto Networks | United States | Com | 0 | 49,839 | +49,839 | $0 | $14,160,756 | +$14,160,756 | 2024-05-14 |
| Q1 2024 | FTV Fortive Corp Disc 00500 | United States | Com | 0 | 158,115 | +158,115 | $0 | $13,601,052 | +$13,601,052 | 2024-05-14 |
| Q1 2024 | ENB Enbridge Inc | Com | 0 | 368,259 | +368,259 | $0 | $13,323,611 | +$13,323,611 | 2024-05-14 | |
| Q1 2024 | CHCT Community Healthcare Trust Inc | United States | Com | 0 | 492,827 | +492,827 | $0 | $13,084,557 | +$13,084,557 | 2024-05-14 |
| Q1 2024 | CVS CVS Health Corp | United States | Com | 0 | 156,901 | +156,901 | $0 | $12,517,434 | +$12,517,434 | 2024-05-14 |
| Q1 2024 | PGR Progressive Cp Ohio | United States | Com | 0 | 57,453 | +57,453 | $0 | $11,882,429 | +$11,882,429 | 2024-05-14 |
| Q1 2024 | NVDA Nvidia Corp | United States | Com | 0 | 12,059 | +12,059 | $0 | $10,896,113 | +$10,896,113 | 2024-05-14 |
| Q1 2024 | STWD Starwood Ppty Trust | United States | Com | 0 | 522,279 | +522,279 | $0 | $10,617,932 | +$10,617,932 | 2024-05-14 |
| Q1 2024 | ADI ANALOG DEVICES INC | United States | Com | 0 | 50,531 | +50,531 | $0 | $9,995,320 | +$9,995,320 | 2024-05-14 |
| Q1 2024 | CL COLGATE PALMOLIVE CO | United States | Com | 0 | 105,461 | +105,461 | $0 | $9,510,553 | +$9,510,553 | 2024-05-14 |
| Q1 2024 | DIS Walt Disney Co | United States | Com | 0 | 76,573 | +76,573 | $0 | $9,369,472 | +$9,369,472 | 2024-05-14 |
| Q1 2024 | AIG American Intl Group | United States | Com | 0 | 112,479 | +112,479 | $0 | $8,809,269 | +$8,809,269 | 2024-05-14 |
| Q1 2024 | MSCI MSCI Inc | United States | Com | 0 | 15,705 | +15,705 | $0 | $8,801,866 | +$8,801,866 | 2024-05-14 |
| Q1 2024 | PNC PNC Finl Services Grp | United States | Com | 0 | 54,081 | +54,081 | $0 | $8,739,490 | +$8,739,490 | 2024-05-14 |
| Q1 2024 | MDLZ Mondelez Int'l | United States | Com | 0 | 124,763 | +124,763 | $0 | $8,733,410 | +$8,733,410 | 2024-05-14 |
| Q1 2024 | EPD ENTERPRISE PRODS | United States | Com | 0 | 289,813 | +289,813 | $0 | $8,456,829 | +$8,456,829 | 2024-05-14 |
| Q1 2024 | TSLA Tesla Inc | United States | Com | 0 | 44,985 | +44,985 | $0 | $7,907,913 | +$7,907,913 | 2024-05-14 |
| Q1 2024 | BAC Bank of America | United States | Com | 0 | 203,926 | +203,926 | $0 | $7,735,910 | +$7,735,910 | 2024-05-14 |
| Q1 2024 | T A T & T Inc | United States | Com | 0 | 433,333 | +433,333 | $0 | $7,626,764 | +$7,626,764 | 2024-05-14 |
| Q1 2024 | AVGO Broadcom Inc | United States | Com | 0 | 5,688 | +5,688 | $0 | $7,545,924 | +$7,545,924 | 2024-05-14 |
| Q1 2024 | IDXX IDEXX Laboratories | United States | Com | 0 | 12,576 | +12,576 | $0 | $6,790,160 | +$6,790,160 | 2024-05-14 |
| Q1 2024 | LLY Lilly Eli & Co | United States | Com | 0 | 8,487 | +8,487 | $0 | $6,602,175 | +$6,602,175 | 2024-05-14 |
| Q1 2024 | MRK Merck & Co | United States | Com | 0 | 44,979 | +44,979 | $0 | $5,956,040 | +$5,956,040 | 2024-05-14 |
| Q1 2024 | DAL DELTA AIR LINES | United States | Com | 0 | 111,760 | +111,760 | $0 | $5,355,515 | +$5,355,515 | 2024-05-14 |
| Q1 2024 | FDX FEDEX CORP | United States | Com | 0 | 18,343 | +18,343 | $0 | $5,315,467 | +$5,315,467 | 2024-05-14 |
| Q1 2024 | COF Capital One | United States | Com | 0 | 34,740 | +34,740 | $0 | $5,180,327 | +$5,180,327 | 2024-05-14 |
| Q1 2024 | COP Conoco Phillips | United States | Com | 0 | 40,294 | +40,294 | $0 | $5,129,169 | +$5,129,169 | 2024-05-14 |
| Q1 2024 | ABT Abbott Laboratories | United States | Com | 0 | 44,372 | +44,372 | $0 | $5,044,072 | +$5,044,072 | 2024-05-14 |
| Q1 2024 | BKR BAKER HUGHES A GE CO | United States | Com | 0 | 140,681 | +140,681 | $0 | $4,716,761 | +$4,716,761 | 2024-05-14 |
| Q1 2024 | ABBV ABBVIE INC | United States | Com | 0 | 25,430 | +25,430 | $0 | $4,634,285 | +$4,634,285 | 2024-05-14 |
| Q1 2024 | C Citigroup Inc | United States | Com | 0 | 66,853 | +66,853 | $0 | $4,231,905 | +$4,231,905 | 2024-05-14 |
| Q1 2024 | LOW Lowes Co | United States | Com | 0 | 16,366 | +16,366 | $0 | $4,168,911 | +$4,168,911 | 2024-05-14 |
| Q1 2024 | DOW DOW INC | United States | Com | 0 | 70,703 | +70,703 | $0 | $4,096,709 | +$4,096,709 | 2024-05-14 |
| Q1 2024 | AXP AMERICAN EXPRESS CO | United States | Com | 0 | 17,987 | +17,987 | $0 | $4,096,605 | +$4,096,605 | 2024-05-14 |
| Q1 2024 | CF CF INDUSTRIES HLDGS | United States | Com | 0 | 46,986 | +46,986 | $0 | $3,912,164 | +$3,912,164 | 2024-05-14 |
| Q1 2024 | NRG NRG Energy Inc | United States | Com | 0 | 56,835 | +56,835 | $0 | $3,847,173 | +$3,847,173 | 2024-05-14 |
| Q1 2024 | JNJ Johnson & Johnson | United States | Com | 0 | 24,137 | +24,137 | $0 | $3,818,308 | +$3,818,308 | 2024-05-14 |
| Q1 2024 | DPZ DOMINOS PIZZA INC | United States | Com | 0 | 48,167 | +48,167 | $0 | $3,682,909 | +$3,682,909 | 2024-05-14 |
| Q1 2024 | PM Philip Morris Intl | United States | Com | 0 | 36,821 | +36,821 | $0 | $3,404,707 | +$3,404,707 | 2024-05-14 |
| Q1 2024 | CTRA COTERRA ENERGY INC | United States | Com | 0 | 118,324 | +118,324 | $0 | $3,298,878 | +$3,298,878 | 2024-05-14 |
| Q1 2024 | CME Cme Group Inc Com | United States | Com | 0 | 15,194 | +15,194 | $0 | $3,271,187 | +$3,271,187 | 2024-05-14 |
| Q1 2024 | MMM 3M | United States | Com | 0 | 30,272 | +30,272 | $0 | $3,212,565 | +$3,212,565 | 2024-05-14 |
| Q1 2024 | MPC Marathon Petroleum | United States | Com | 0 | 15,683 | +15,683 | $0 | $3,160,140 | +$3,160,140 | 2024-05-14 |
| Q1 2024 | FISV FISERV INC | United States | Com | 0 | 19,258 | +19,258 | $0 | $3,078,177 | +$3,078,177 | 2024-05-14 |
| Q1 2024 | GILD GILEAD SCIENCES INC | United States | Com | 0 | 41,911 | +41,911 | $0 | $3,075,033 | +$3,075,033 | 2024-05-14 |
| Q1 2024 | KEY Keycorp Inc | United States | Com | 0 | 191,078 | +191,078 | $0 | $3,020,950 | +$3,020,950 | 2024-05-14 |
| Q1 2024 | HST Host Hotels & Resort | United States | Com | 0 | 143,235 | +143,235 | $0 | $2,963,726 | +$2,963,726 | 2024-05-14 |
| Q1 2024 | KO COCA-COLA CO | United States | Com | 0 | 47,665 | +47,665 | $0 | $2,917,074 | +$2,917,074 | 2024-05-14 |
| Q1 2024 | COR Amerisourcebergen Corp | United States | Com | 0 | 11,767 | +11,767 | $0 | $2,870,644 | +$2,870,644 | 2024-05-14 |
| Q1 2024 | BNY BANK OF NEW YORK MEL | United States | Com | 0 | 48,969 | +48,969 | $0 | $2,825,122 | +$2,825,122 | 2024-05-14 |
| Q1 2024 | AEM Agnico Eagle Mines | Com | 0 | 45,358 | +45,358 | $0 | $2,705,587 | +$2,705,587 | 2024-05-14 |
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