Connectus Wealth, LLC historic quarter change: USA Stocks, Sold out
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 1,539,860.
- Q1 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 761,194.
- Q1 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 1,593,645.
- Q1 2024: Stock MA; Country of operation United States; Class COM; Shares before 365,874.
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 | 1,539,860 | 0 | -1,539,860 | $249,239,176 | $0 | -$249,239,176 | 2024-05-14 |
| Q1 2024 | MSFT Microsoft Corp | United States | COM | 761,194 | 0 | -761,194 | $228,046,278 | $0 | -$228,046,278 | 2024-05-14 |
| Q1 2024 | AMZN Amazon Com Inc | United States | COM | 1,593,645 | 0 | -1,593,645 | $186,812,040 | $0 | -$186,812,040 | 2024-05-14 |
| Q1 2024 | MA MASTERCARD INC | United States | COM | 365,874 | 0 | -365,874 | $123,217,692 | $0 | -$123,217,692 | 2024-05-14 |
| Q1 2024 | COST Costco Wholesale Co | United States | COM | 156,576 | 0 | -156,576 | $102,201,766 | $0 | -$102,201,766 | 2024-05-14 |
| Q1 2024 | GOOG Alphabet Inc Cl C | United States | COM | 1,194,334 | 0 | -1,194,334 | $100,147,264 | $0 | -$100,147,264 | 2024-05-14 |
| Q1 2024 | TMO Thermo Fisher Scientific | United States | COM | 179,037 | 0 | -179,037 | $95,032,124 | $0 | -$95,032,124 | 2024-05-14 |
| Q1 2024 | JPM JPMorgan Chase | United States | COM | 556,633 | 0 | -556,633 | $94,703,915 | $0 | -$94,703,915 | 2024-05-14 |
| Q1 2024 | GOOGL Alphabet Inc Cl A | United States | COM | 597,466 | 0 | -597,466 | $83,461,295 | $0 | -$83,461,295 | 2024-05-14 |
| Q1 2024 | UNH UnitedHealth Group | United States | COM | 147,369 | 0 | -147,369 | $77,630,031 | $0 | -$77,630,031 | 2024-05-14 |
| Q1 2024 | AMD Adv Micro Devices | United States | COM | 434,841 | 0 | -434,841 | $64,100,562 | $0 | -$64,100,562 | 2024-05-14 |
| Q1 2024 | INTU Intuit | United States | COM | 87,116 | 0 | -87,116 | $54,677,748 | $0 | -$54,677,748 | 2024-05-14 |
| Q1 2024 | TW Tradeweb Markets Inc | United States | COM | 555,218 | 0 | -555,218 | $50,458,185 | $0 | -$50,458,185 | 2024-05-14 |
| Q1 2024 | HD Home Depot Inc | United States | COM | 136,277 | 0 | -136,277 | $47,268,559 | $0 | -$47,268,559 | 2024-05-14 |
| Q1 2024 | HONZZZZ Honeywell Intl Inc | COM | 224,661 | 0 | -224,661 | $47,127,682 | $0 | -$47,127,682 | 2024-05-14 | |
| Q1 2024 | CRM SALESFORCE INC | United States | COM | 168,706 | 0 | -168,706 | $44,394,679 | $0 | -$44,394,679 | 2024-05-14 |
| Q1 2024 | WDAY Workday Inc | United States | COM | 155,731 | 0 | -155,731 | $42,991,100 | $0 | -$42,991,100 | 2024-05-14 |
| Q1 2024 | META Meta Platforms Inc | United States | COM | 239,057 | 0 | -239,057 | $41,079,197 | $0 | -$41,079,197 | 2024-05-14 |
| Q1 2024 | ADBE Adobe Systems | United States | COM | 67,252 | 0 | -67,252 | $40,124,725 | $0 | -$40,124,725 | 2024-05-14 |
| Q1 2024 | CMCSA COMCAST CORP | United States | COM | 785,387 | 0 | -785,387 | $34,439,466 | $0 | -$34,439,466 | 2024-05-14 |
| Q1 2024 | CI THE CIGNA GROUP | United States | COM | 102,899 | 0 | -102,899 | $30,977,058 | $0 | -$30,977,058 | 2024-05-14 |
| Q1 2024 | CVX Chevron Corp | United States | COM | 206,071 | 0 | -206,071 | $30,739,278 | $0 | -$30,739,278 | 2024-05-14 |
| Q1 2024 | SYK Stryker Corp | United States | COM | 102,537 | 0 | -102,537 | $30,706,312 | $0 | -$30,706,312 | 2024-05-14 |
| Q1 2024 | EOG EOG Resources Inc | United States | COM | 248,511 | 0 | -248,511 | $30,057,381 | $0 | -$30,057,381 | 2024-05-14 |
| Q1 2024 | NOW Service Now Inc | United States | COM | 42,462 | 0 | -42,462 | $29,999,397 | $0 | -$29,999,397 | 2024-05-14 |
| Q1 2024 | TMUS T-MOBILE US INC | United States | COM | 183,429 | 0 | -183,429 | $29,458,023 | $0 | -$29,458,023 | 2024-05-14 |
| Q1 2024 | MO Altria Group | United States | COM | 717,583 | 0 | -717,583 | $29,014,491 | $0 | -$29,014,491 | 2024-05-14 |
| Q1 2024 | AON Aon PLC | Ireland | COM | 99,136 | 0 | -99,136 | $28,850,559 | $0 | -$28,850,559 | 2024-05-14 |
| Q1 2024 | TSLA TESLA INC | United States | COM | 111,562 | 0 | -111,562 | $27,722,483 | $0 | -$27,722,483 | 2024-05-14 |
| Q1 2024 | APH AMPHENOL CORPORATION | United States | COM | 272,771 | 0 | -272,771 | $27,072,840 | $0 | -$27,072,840 | 2024-05-14 |
| Q1 2024 | CB CHUBB LIMITED | COM | 113,815 | 0 | -113,815 | $25,830,446 | $0 | -$25,830,446 | 2024-05-14 | |
| Q1 2024 | STZ Constellation Brands | United States | COM | 106,687 | 0 | -106,687 | $25,791,582 | $0 | -$25,791,582 | 2024-05-14 |
| Q1 2024 | ROP Roper Technologies Inc | United States | COM | 89,479 | 0 | -89,479 | $25,041,614 | $0 | -$25,041,614 | 2024-05-14 |
| Q1 2024 | SYY SYSCO CORP | United States | COM | 322,869 | 0 | -322,869 | $23,648,422 | $0 | -$23,648,422 | 2024-05-14 |
| Q1 2024 | ACN ACCENTURE PLC | COM | 103,085 | 0 | -103,085 | $22,674,863 | $0 | -$22,674,863 | 2024-05-14 | |
| Q1 2024 | PEG PUBLIC SVC ENTERPR | United States | COM | 363,778 | 0 | -363,778 | $22,285,536 | $0 | -$22,285,536 | 2024-05-14 |
| Q1 2024 | NVDA Nvidia Corp | United States | COM | 44,715 | 0 | -44,715 | $22,147,445 | $0 | -$22,147,445 | 2024-05-14 |
| Q1 2024 | RTX RTX Corporation | United States | COM | 256,654 | 0 | -256,654 | $21,594,868 | $0 | -$21,594,868 | 2024-05-14 |
| Q1 2024 | BP BP PLC | COM | 602,091 | 0 | -602,091 | $21,334,222 | $0 | -$21,334,222 | 2024-05-14 | |
| Q1 2024 | FSV FirstService Corp | COM | 130,335 | 0 | -130,335 | $21,126,000 | $0 | -$21,126,000 | 2024-05-14 | |
| Q1 2024 | EXPE EXPEDIA GROUP INC | United States | COM | 136,033 | 0 | -136,033 | $20,648,816 | $0 | -$20,648,816 | 2024-05-14 |
| Q1 2024 | DIS Walt Disney Co | United States | COM | 216,384 | 0 | -216,384 | $19,537,665 | $0 | -$19,537,665 | 2024-05-14 |
| Q1 2024 | KMB KIMBERLY CLARK CORP | United States | COM | 159,749 | 0 | -159,749 | $19,466,829 | $0 | -$19,466,829 | 2024-05-14 |
| Q1 2024 | PEP Pepsico | United States | COM | 113,461 | 0 | -113,461 | $19,272,741 | $0 | -$19,272,741 | 2024-05-14 |
| Q1 2024 | EA ELECTRONIC ARTS INC | United States | COM | 138,331 | 0 | -138,331 | $18,938,715 | $0 | -$18,938,715 | 2024-05-14 |
| Q1 2024 | DHR Danaher Corp | United States | COM | 81,105 | 0 | -81,105 | $18,763,703 | $0 | -$18,763,703 | 2024-05-14 |
| Q1 2024 | GLD SPDR Gold Fund | United States | COM | 96,487 | 0 | -96,487 | $18,445,353 | $0 | -$18,445,353 | 2024-05-14 |
| Q1 2024 | NFLX NETFLIX INC | United States | COM | 37,806 | 0 | -37,806 | $18,408,885 | $0 | -$18,408,885 | 2024-05-14 |
| Q1 2024 | XOMXXXX Exxon Mobil Corp | COM | 182,177 | 0 | -182,177 | $18,215,629 | $0 | -$18,215,629 | 2024-05-14 | |
| Q1 2024 | LMT Lockheed Martin | United States | COM | 38,196 | 0 | -38,196 | $17,313,779 | $0 | -$17,313,779 | 2024-05-14 |
| Q1 2024 | BRKB Berkshire Hathaway Cl B | COM | 79,825 | 0 | -79,825 | $15,962,813 | $0 | -$15,962,813 | 2024-05-14 | |
| Q1 2024 | FCX Freeport-McMoran Cpr&Gld | United States | COM | 327,514 | 0 | -327,514 | $13,944,738 | $0 | -$13,944,738 | 2024-05-14 |
| Q1 2024 | ENB Enbridge Inc | COM | 370,362 | 0 | -370,362 | $13,340,439 | $0 | -$13,340,439 | 2024-05-14 | |
| Q1 2024 | POOL Pool Corporation | United States | COM | 33,151 | 0 | -33,151 | $13,217,635 | $0 | -$13,217,635 | 2024-05-14 |
| Q1 2024 | CHCT Community Healthcare Trust Inc | United States | COM | 495,744 | 0 | -495,744 | $13,206,620 | $0 | -$13,206,620 | 2024-05-14 |
| Q1 2024 | PANW Palo Alto Networks, Inc. | United States | COM | 43,813 | 0 | -43,813 | $12,919,690 | $0 | -$12,919,690 | 2024-05-14 |
| Q1 2024 | AMAT APPLIED MATERIALS | United States | COM | 77,355 | 0 | -77,355 | $12,543,322 | $0 | -$12,543,322 | 2024-05-14 |
| Q1 2024 | SHW SHERWIN WILLIAMS CO | United States | COM | 40,024 | 0 | -40,024 | $12,492,286 | $0 | -$12,492,286 | 2024-05-14 |
| Q1 2024 | ETN EATON CORPORATION | COM | 51,679 | 0 | -51,679 | $12,446,215 | $0 | -$12,446,215 | 2024-05-14 | |
| Q1 2024 | CVS CVS Health Corp | United States | COM | 156,064 | 0 | -156,064 | $12,326,410 | $0 | -$12,326,410 | 2024-05-14 |
| Q1 2024 | MPC Marathon Petroleum | United States | COM | 79,649 | 0 | -79,649 | $11,836,714 | $0 | -$11,836,714 | 2024-05-14 |
| Q1 2024 | FTV Fortive Corporation | United States | COM | 160,430 | 0 | -160,430 | $11,812,461 | $0 | -$11,812,461 | 2024-05-14 |
| Q1 2024 | ABBV AbbVie, Inc. | United States | COM | 73,500 | 0 | -73,500 | $11,414,530 | $0 | -$11,414,530 | 2024-05-14 |
| Q1 2024 | PGR PROGRESSIVE CORP | United States | COM | 71,532 | 0 | -71,532 | $11,393,948 | $0 | -$11,393,948 | 2024-05-14 |
| Q1 2024 | STWD STARWOOD PPTY TR | United States | COM | 532,090 | 0 | -532,090 | $11,184,553 | $0 | -$11,184,553 | 2024-05-14 |
| Q1 2024 | ADI ANALOG DEVICES INC | United States | COM | 50,449 | 0 | -50,449 | $10,017,979 | $0 | -$10,017,979 | 2024-05-14 |
| Q1 2024 | MRK Merck & Co | United States | COM | 91,314 | 0 | -91,314 | $9,979,459 | $0 | -$9,979,459 | 2024-05-14 |
| Q1 2024 | MDLZ Mondelez Int'l | United States | COM | 130,174 | 0 | -130,174 | $9,428,716 | $0 | -$9,428,716 | 2024-05-14 |
| Q1 2024 | TTC TORO CO | United States | COM | 93,874 | 0 | -93,874 | $9,011,034 | $0 | -$9,011,034 | 2024-05-14 |
| Q1 2024 | PNC PNC Finl Services Grp | United States | COM | 54,638 | 0 | -54,638 | $8,460,694 | $0 | -$8,460,694 | 2024-05-14 |
| Q1 2024 | INTC INTEL CORP | United States | COM | 168,339 | 0 | -168,339 | $8,460,062 | $0 | -$8,460,062 | 2024-05-14 |
| Q1 2024 | AIG AMERN INTL GROUP INC | United States | COM | 123,907 | 0 | -123,907 | $8,409,598 | $0 | -$8,409,598 | 2024-05-14 |
| Q1 2024 | CSCO Cisco Systems Inc | United States | COM | 166,185 | 0 | -166,185 | $8,402,805 | $0 | -$8,402,805 | 2024-05-14 |
| Q1 2024 | LLY LILLY ELI & CO | United States | COM | 14,407 | 0 | -14,407 | $8,401,714 | $0 | -$8,401,714 | 2024-05-14 |
| Q1 2024 | PYPL PAYPAL HLDGS INC | United States | COM | 427,913 | 0 | -427,913 | $7,908,248 | $0 | -$7,908,248 | 2024-05-14 |
| Q1 2024 | JNJ Johnson & Johnson | United States | COM | 50,407 | 0 | -50,407 | $7,902,994 | $0 | -$7,902,994 | 2024-05-14 |
| Q1 2024 | MSCI MSCI Inc | United States | COM | 13,866 | 0 | -13,866 | $7,843,303 | $0 | -$7,843,303 | 2024-05-14 |
| Q1 2024 | EPD Enterprise Prods LP | United States | COM | 293,096 | 0 | -293,096 | $7,723,206 | $0 | -$7,723,206 | 2024-05-14 |
| Q1 2024 | MTBPRH M&T Bank Corporation Pfd Ser H | United States | COM | 295,621 | 0 | -295,621 | $7,365,249 | $0 | -$7,365,249 | 2024-05-14 |
| Q1 2024 | VRTX VERTEX PHARMACEUTICL | United States | COM | 17,959 | 0 | -17,959 | $7,309,194 | $0 | -$7,309,194 | 2024-05-14 |
| Q1 2024 | AVGO Broadcom Inc | United States | COM | 6,474 | 0 | -6,474 | $7,233,609 | $0 | -$7,233,609 | 2024-05-14 |
| Q1 2024 | IDXX IDEXX Laboratories | United States | COM | 12,778 | 0 | -12,778 | $7,092,429 | $0 | -$7,092,429 | 2024-05-14 |
| Q1 2024 | PG PROCTER AND GAMBLE | United States | COM | 48,283 | 0 | -48,283 | $7,084,168 | $0 | -$7,084,168 | 2024-05-14 |
| Q1 2024 | PH PARKER HANNIFIN CORP | United States | COM | 15,177 | 0 | -15,177 | $7,031,099 | $0 | -$7,031,099 | 2024-05-14 |
| Q1 2024 | CL COLGATE PALMOLIVE CO | United States | COM | 87,647 | 0 | -87,647 | $6,995,278 | $0 | -$6,995,278 | 2024-05-14 |
| Q1 2024 | TXN TEXAS INSTRUMENTS | United States | COM | 40,718 | 0 | -40,718 | $6,942,228 | $0 | -$6,942,228 | 2024-05-14 |
| Q1 2024 | QCOM QUALCOMM INC | United States | COM | 47,333 | 0 | -47,333 | $6,860,220 | $0 | -$6,860,220 | 2024-05-14 |
| Q1 2024 | SBUX Starbucks Corp | United States | COM | 412,460 | 0 | -412,460 | $6,272,806 | $0 | -$6,272,806 | 2024-05-14 |
| Q1 2024 | V VISA INC | United States | COM | 94,230 | 0 | -94,230 | $6,153,879 | $0 | -$6,153,879 | 2024-05-14 |
| Q1 2024 | LNG Cheniere Energy | United States | COM | 35,159 | 0 | -35,159 | $6,013,366 | $0 | -$6,013,366 | 2024-05-14 |
| Q1 2024 | HUBS HUBSPOT INC | United States | COM | 9,931 | 0 | -9,931 | $5,766,177 | $0 | -$5,766,177 | 2024-05-14 |
| Q1 2024 | MET METLIFE INC | United States | COM | 82,134 | 0 | -82,134 | $5,442,304 | $0 | -$5,442,304 | 2024-05-14 |
| Q1 2024 | MAR MARRIOTT INTL INC | United States | COM | 22,163 | 0 | -22,163 | $5,011,104 | $0 | -$5,011,104 | 2024-05-14 |
| Q1 2024 | SLB Schlumberger Limited Com | COM | 93,464 | 0 | -93,464 | $4,870,164 | $0 | -$4,870,164 | 2024-05-14 | |
| Q1 2024 | PBR PETROLEO BRASILEIRO | COM | 300,500 | 0 | -300,500 | $4,798,985 | $0 | -$4,798,985 | 2024-05-14 | |
| Q1 2024 | ORCL ORACLE CORP | United States | COM | 45,137 | 0 | -45,137 | $4,759,436 | $0 | -$4,759,436 | 2024-05-14 |
| Q1 2024 | NUE NUCOR CORP | United States | COM | 27,112 | 0 | -27,112 | $4,718,888 | $0 | -$4,718,888 | 2024-05-14 |
| Q1 2024 | T AT&T Inc | United States | COM | 280,783 | 0 | -280,783 | $4,711,602 | $0 | -$4,711,602 | 2024-05-14 |
| Q1 2024 | COP Conoco Phillips | United States | COM | 40,145 | 0 | -40,145 | $4,660,045 | $0 | -$4,660,045 | 2024-05-14 |
| Q1 2024 | DOW DOW INC | United States | COM | 83,708 | 0 | -83,708 | $4,591,216 | $0 | -$4,591,216 | 2024-05-14 |
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