Connectus Wealth »

RevenueShares Small Cap Fund shares owned by Connectus Wealth

Quarter-by-quarter ownership of RevenueShares Small Cap Fund shares owned by Connectus Wealth from 13F filings

Historical chart of Connectus Wealth investment in RevenueShares Small Cap Fund

Tip: Access up to 7 years of quarterly data

All positions including RevenueShares Small Cap Fund held by Connectus Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in RevenueShares Small Cap Fund by Connectus Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.2M 168k 42.81
2023-12-31 $6.2M 149k 41.43

More positions owned by Connectus Wealth

Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
MasterCard Incorporated (MA)
Costco Wholesale Corporation (COST)
Thermo Fisher Scientific (TMO)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Chase & Co. (JPM)
Advanced Micro Devices (AMD)
Tradeweb Markets (TW)
Spdr S&p 500 Etf (SPY)
Home Depot (HD)
Adobe Systems Incorporated (ADBE)
Facebook Inc cl a (META)

View all positions for Connectus Wealth

Top funds holding RevenueShares Small Cap Fund

Huntington National Bank

View all funds holding RevenueShares Small Cap Fund