Connectus Wealth
Latest statistics and disclosures from Connectus Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, SPY, AMZN, MA, and represent 18.91% of Connectus Wealth's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$62M), XONE (+$42M), QQQ (+$36M), AON (+$33M), SPHQ (+$29M), VTV (+$21M), SGOV (+$21M), KMB (+$20M), XTWO (+$20M), PEG (+$20M).
- Started 89 new stock positions in SEDG, AMCR, VTEB, NVS, COWZ, SONY, XEMD, NUE, XHLF, EA.
- Reduced shares in these 10 stocks: ZBRA (-$35M), ADBE (-$34M), IGIB (-$34M), AAPL (-$33M), CVS (-$23M), CSX (-$18M), EFG (-$17M), MO (-$16M), VICI (-$15M), ILTB (-$14M).
- Sold out of its positions in MGR, AME, BCS, BDX, BTZ, CDW, CCL, CAG, CRTO, DVA.
- Connectus Wealth was a net buyer of stock by $296M.
- Connectus Wealth has $4.5B in assets under management (AUM), dropping by 3.39%.
- Central Index Key (CIK): 0001857493
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Portfolio Holdings for Connectus Wealth
Connectus Wealth holds 481 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.9 | $222M | -13% | 1.3M | 168.07 |
|
| Microsoft Corporation (MSFT) | 4.1 | $185M | -2% | 612k | 302.51 |
|
| Spdr S&p 500 Etf (SPY) | 3.7 | $168M | +57% | 393k | 427.52 |
|
| Amazon (AMZN) | 3.5 | $155M | +7% | 1.3M | 123.45 |
|
| MasterCard Incorporated (MA) | 2.6 | $119M | -7% | 307k | 386.34 |
|
| Alphabet Inc Class C cs (GOOG) | 2.1 | $96M | -3% | 773k | 123.56 |
|
| Thermo Fisher Scientific (TMO) | 2.0 | $91M | -4% | 181k | 506.17 |
|
| iShares S&P 500 Index (IVV) | 2.0 | $90M | +18% | 209k | 430.00 |
|
| Costco Wholesale Corporation (COST) | 2.0 | $88M | -3% | 157k | 564.34 |
|
| iShares Lehman MBS Bond Fund (MBB) | 1.9 | $83M | -3% | 938k | 88.86 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $83M | +3% | 636k | 130.86 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $82M | 565k | 145.04 |
|
|
| UnitedHealth (UNH) | 1.7 | $75M | -8% | 148k | 504.47 |
|
| J P Morgan Exchange Traded F ultra shrt (JPST) | 1.4 | $62M | +21% | 1.2M | 50.18 |
|
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 1.3 | $58M | +99% | 1.2M | 50.06 |
|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 1.1 | $47M | -2% | 583k | 81.06 |
|
| Intuit (INTU) | 1.0 | $46M | 90k | 514.96 |
|
|
| Advanced Micro Devices (AMD) | 1.0 | $46M | -8% | 444k | 102.82 |
|
| Tradeweb Markets (TW) | 1.0 | $45M | 560k | 80.20 |
|
|
| Bondbloxx Etf Trust (XONE) | 0.9 | $42M | NEW | 848k | 49.73 |
|
| Honeywell International (HON) | 0.9 | $41M | -14% | 220k | 184.74 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.9 | $40M | +757% | 113k | 358.28 |
|
| Home Depot (HD) | 0.9 | $40M | -10% | 134k | 302.16 |
|
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.8 | $36M | -11% | 315k | 113.38 |
|
| Comcast Corporation (CMCSA) | 0.8 | $35M | +14% | 794k | 44.34 |
|
| Chevron Corporation (CVX) | 0.8 | $35M | +9% | 207k | 168.62 |
|
| Workday Inc cl a (WDAY) | 0.8 | $34M | 157k | 214.85 |
|
|
| BlackRock (BLK) | 0.7 | $34M | -6% | 52k | 646.49 |
|
| Facebook Inc cl a (META) | 0.7 | $33M | -23% | 124k | 270.43 |
|
| Adobe Systems Incorporated (ADBE) | 0.7 | $33M | -50% | 65k | 509.93 |
|
| Aon (AON) | 0.7 | $33M | NEW | 100k | 324.22 |
|
| EOG Resources (EOG) | 0.7 | $32M | 249k | 126.76 |
|
|
| salesforce (CRM) | 0.7 | $32M | 155k | 202.79 |
|
|
| Cigna Corp (CI) | 0.7 | $31M | -2% | 107k | 287.39 |
|
| Ishares Msci Japan (EWJ) | 0.7 | $31M | +29% | 506k | 60.33 |
|
| Ishares Tr trs flt rt bd (TFLO) | 0.7 | $30M | +42% | 583k | 50.78 |
|
| Stryker Corporation (SYK) | 0.6 | $28M | 103k | 273.27 |
|
|
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.6 | $27M | -26% | 549k | 49.89 |
|
| Constellation Brands (STZ) | 0.6 | $27M | -2% | 107k | 251.33 |
|
| Metropcs Communications (TMUS) | 0.6 | $27M | -2% | 191k | 140.05 |
|
| iShares S&P Global Energy Sector (IXC) | 0.6 | $25M | -10% | 606k | 41.26 |
|
| Chubb (CB) | 0.6 | $25M | +3% | 119k | 208.80 |
|
| BP (BP) | 0.5 | $25M | -5% | 634k | 38.75 |
|
| Invesco Senior Loan Etf otr (BKLN) | 0.5 | $24M | -3% | 1.1M | 21.00 |
|
| Servicenow (NOW) | 0.5 | $24M | 43k | 558.96 |
|
|
| Tesla Motors (TSLA) | 0.5 | $24M | +16% | 94k | 250.23 |
|
| iShares S&P MidCap 400 Index (IJH) | 0.5 | $23M | -11% | 93k | 250.46 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $23M | +23% | 194k | 117.59 |
|
| SYSCO Corporation (SYY) | 0.5 | $22M | +410% | 339k | 66.05 |
|
| Roper Industries (ROP) | 0.5 | $22M | 46k | 484.28 |
|
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.5 | $22M | -3% | 209k | 102.87 |
|
| Vanguard Value ETF (VTV) | 0.5 | $22M | +7936% | 156k | 137.93 |
|
| Kimberly-Clark Corporation (KMB) | 0.5 | $21M | +3678% | 172k | 120.85 |
|
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.5 | $21M | NEW | 206k | 100.67 |
|
| Danaher Corporation (DHR) | 0.5 | $21M | -8% | 83k | 248.10 |
|
| Accenture (ACN) | 0.5 | $21M | -3% | 71k | 290.39 |
|
| Alibaba Group Holding (BABA) | 0.4 | $20M | -5% | 233k | 86.74 |
|
| Bondbloxx Etf Trust (XTWO) | 0.4 | $20M | NEW | 412k | 48.90 |
|
| Public Service Enterprise (PEG) | 0.4 | $20M | NEW | 348k | 57.01 |
|
| Pepsi (PEP) | 0.4 | $19M | 113k | 169.44 |
|
|
| Firstservice Corp (FSV) | 0.4 | $19M | 129k | 145.54 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $19M | 259k | 71.97 |
|
|
| Fidelity msci info tech i (FTEC) | 0.4 | $18M | +17% | 149k | 123.06 |
|
| CVS Caremark Corporation (CVS) | 0.4 | $18M | -55% | 260k | 69.82 |
|
| Walt Disney Company (DIS) | 0.4 | $18M | -26% | 222k | 81.05 |
|
| Electronic Arts (EA) | 0.4 | $18M | NEW | 146k | 120.41 |
|
| Royal Caribbean Cruises (RCL) | 0.4 | $17M | NEW | 188k | 92.14 |
|
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.4 | $17M | NEW | 276k | 61.89 |
|
| Amphenol Corporation (APH) | 0.4 | $17M | -2% | 202k | 84.08 |
|
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.4 | $17M | +53% | 572k | 29.33 |
|
| iShares S&P SmallCap 600 Index (IJR) | 0.4 | $16M | +72% | 173k | 94.37 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $16M | 39k | 408.96 |
|
|
| SPDR Gold Trust (GLD) | 0.3 | $16M | +432% | 92k | 171.45 |
|
| iShares MSCI EMU Index (EZU) | 0.3 | $15M | -38% | 363k | 42.28 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $15M | +36% | 35k | 435.08 |
|
| Sch Fnd Intl Lg Etf (FNDF) | 0.3 | $15M | +789% | 475k | 31.67 |
|
| Netflix (NFLX) | 0.3 | $15M | -36% | 40k | 377.64 |
|
| Community Healthcare Tr (CHCT) | 0.3 | $15M | -4% | 502k | 29.70 |
|
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.3 | $15M | -69% | 303k | 48.71 |
|
| J P Morgan Exchange-traded F (JEPI) | 0.3 | $14M | NEW | 264k | 53.56 |
|
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.3 | $14M | -4% | 154k | 91.92 |
|
| Berkshire Hathaway (BRK.B) | 0.3 | $14M | +23% | 43k | 321.88 |
|
| Expedia (EXPE) | 0.3 | $14M | -5% | 133k | 103.07 |
|
| Ishares Inc core msci emkt (IEMG) | 0.3 | $13M | -28% | 282k | 47.65 |
|
| Marathon Petroleum Corp (MPC) | 0.3 | $13M | -12% | 88k | 151.56 |
|
| Ishares Core Intl Stock Etf core (IXUS) | 0.3 | $13M | -2% | 220k | 59.99 |
|
| Lam Research Corporation (LRCX) | 0.3 | $13M | 21k | 626.91 |
|
|
| Enbridge (ENB) | 0.3 | $12M | 372k | 33.19 |
|
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.3 | $12M | +3487% | 87k | 141.70 |
|
| Altria (MO) | 0.3 | $12M | -57% | 290k | 42.08 |
|
| Fortive (FTV) | 0.3 | $12M | 164k | 74.16 |
|
|
| Energy Select Sector SPDR (XLE) | 0.3 | $12M | NEW | 134k | 90.39 |
|
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.3 | $12M | 162k | 73.73 |
|
|
| Pool Corporation (POOL) | 0.3 | $12M | -10% | 33k | 356.10 |
|
| Schwab International Equity ETF (SCHF) | 0.3 | $11M | -12% | 334k | 33.96 |
|
| SPDR DJ Wilshire Large Cap (SPLG) | 0.2 | $11M | +4189% | 222k | 50.26 |
|
| Eaton (ETN) | 0.2 | $11M | 52k | 213.30 |
|
|
| Progressive Corporation (PGR) | 0.2 | $11M | 78k | 139.30 |
|
|
| Starwood Property Trust (STWD) | 0.2 | $11M | 547k | 19.35 |
|
|
| Spdr Ser Tr sp500 high div (SPYD) | 0.2 | $11M | NEW | 301k | 35.07 |
|
| Abbvie (ABBV) | 0.2 | $10M | +18% | 70k | 149.40 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $10M | -9% | 277k | 37.29 |
|
| Vanguard Health Care ETF (VHT) | 0.2 | $10M | NEW | 44k | 235.10 |
|
| Rdiv etf (RDIV) | 0.2 | $9.9M | NEW | 265k | 37.20 |
|
| Cheniere Energy (LNG) | 0.2 | $9.6M | +16% | 58k | 166.29 |
|
| Cisco Systems (CSCO) | 0.2 | $9.3M | +7% | 173k | 53.80 |
|
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $9.2M | -10% | 23k | 392.70 |
|
| Applied Materials (AMAT) | 0.2 | $9.1M | +48% | 66k | 138.50 |
|
| Mondelez Int (MDLZ) | 0.2 | $9.0M | -4% | 130k | 69.40 |
|
| Rockwell Automation (ROK) | 0.2 | $8.9M | +410% | 31k | 285.87 |
|
| Ishares Tr core div grwth (DGRO) | 0.2 | $8.9M | +2522% | 180k | 49.53 |
|
| Analog Devices (ADI) | 0.2 | $8.8M | 50k | 175.11 |
|
|
| Ishares Msci United Kingdom Index etf (EWU) | 0.2 | $8.8M | -3% | 277k | 31.68 |
|
| iShares 10+ Year Credit Bond Fund ETF (IGLB) | 0.2 | $8.7M | -17% | 185k | 47.23 |
|
| Invesco Dwa Healthcare Momentum Etf dwa healthcare (PTH) | 0.2 | $8.7M | +81% | 258k | 33.58 |
|
| Cambria Etf Tr cambria fgn shr (FYLD) | 0.2 | $8.6M | NEW | 361k | 23.98 |
|
| iShares MSCI Canada Index (EWC) | 0.2 | $8.6M | -3% | 256k | 33.51 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $8.5M | +45% | 16k | 537.43 |
|
| Fidelity msci hlth care i (FHLC) | 0.2 | $8.5M | -27% | 139k | 60.66 |
|
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.2 | $8.4M | NEW | 268k | 31.47 |
|
| Palo Alto Networks (PANW) | 0.2 | $8.4M | +977% | 36k | 234.44 |
|
| Enterprise Products Partners (EPD) | 0.2 | $8.3M | +16% | 302k | 27.37 |
|
| Fidelity msci finls idx (FNCL) | 0.2 | $8.2M | 175k | 46.61 |
|
|
| Global X Mlp & Energy Infrastructure Etf etf (MLPX) | 0.2 | $8.1M | 191k | 42.38 |
|
|
| Intel Corporation (INTC) | 0.2 | $8.0M | +6% | 225k | 35.55 |
|
| Fidelity msci indl indx (FIDU) | 0.2 | $8.0M | +72% | 147k | 54.18 |
|
| Toro Company (TTC) | 0.2 | $7.8M | 94k | 83.10 |
|
|
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.2 | $7.8M | NEW | 85k | 91.82 |
|
| Invesco S&p Smallcap 600 Revenue Etf etf (RWJ) | 0.2 | $7.6M | NEW | 208k | 36.42 |
|
| Invesco Aerospace & Defense Etf (PPA) | 0.2 | $7.6M | -6% | 95k | 79.80 |
|
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.2 | $7.5M | -41% | 189k | 39.86 |
|
| Johnson & Johnson (JNJ) | 0.2 | $7.4M | -28% | 48k | 155.82 |
|
| PNC Financial Services (PNC) | 0.2 | $7.3M | -6% | 60k | 122.77 |
|
| Fidelity cmn (FCOM) | 0.2 | $7.3M | +55% | 184k | 39.74 |
|
| Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.2 | $7.3M | NEW | 229k | 31.82 |
|
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $7.2M | +7% | 77k | 94.13 |
|
| American International (AIG) | 0.2 | $7.2M | -24% | 118k | 60.70 |
|
| Merck & Co (MRK) | 0.2 | $7.1M | +51% | 69k | 102.97 |
|
| Msci (MSCI) | 0.2 | $7.1M | -12% | 14k | 513.08 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $7.0M | +2% | 33k | 211.56 |
|
| Procter & Gamble Company (PG) | 0.2 | $6.9M | -2% | 47k | 146.10 |
|
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.1 | $6.6M | -4% | 75k | 89.05 |
|
| Visa (V) | 0.1 | $6.6M | +8% | 36k | 184.77 |
|
| Fidelity consmr staples (FSTA) | 0.1 | $6.4M | -32% | 149k | 42.63 |
|
| First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.1 | $6.2M | +33% | 131k | 47.24 |
|
| Oracle Corporation (ORCL) | 0.1 | $6.2M | +39% | 58k | 105.93 |
|
| Pfizer (PFE) | 0.1 | $6.1M | +3% | 185k | 33.17 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $5.8M | +416% | 81k | 71.11 |
|
| Spdr Series Trust aerospace def (XAR) | 0.1 | $5.7M | NEW | 51k | 112.10 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $5.6M | -12% | 13k | 437.27 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $5.6M | 35k | 159.03 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $5.6M | +3% | 14k | 391.70 |
|
| Ishares U S Etf Tr int rt hdg c b (IGBH) | 0.1 | $5.5M | -7% | 229k | 23.97 |
|
| Vistra Energy (VST) | 0.1 | $5.4M | -6% | 163k | 33.20 |
|
| Fidelity Con Discret Etf (FDIS) | 0.1 | $5.4M | 77k | 69.96 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $5.4M | +105% | 123k | 43.75 |
|
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.1 | $5.4M | -4% | 54k | 98.98 |
|
| Vici Pptys (VICI) | 0.1 | $5.2M | -73% | 179k | 29.13 |
|
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $5.2M | NEW | 87k | 59.28 |
|
| Broadcom (AVGO) | 0.1 | $5.1M | +5% | 6.2k | 831.25 |
|
| Hubspot (HUBS) | 0.1 | $5.1M | 10k | 492.61 |
|
|
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $5.0M | +10% | 107k | 47.01 |
|
| Dow (DOW) | 0.1 | $5.0M | +165% | 97k | 51.57 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $5.0M | +40% | 14k | 347.82 |
|
| Fidelity msci energy idx (FENY) | 0.1 | $4.9M | 199k | 24.93 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $4.9M | -27% | 51k | 96.86 |
|
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $4.9M | +1875% | 71k | 69.25 |
|
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $4.8M | NEW | 59k | 82.75 |
|
| ConocoPhillips (COP) | 0.1 | $4.8M | +24% | 40k | 119.82 |
|
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.1 | $4.8M | -6% | 189k | 25.43 |
|
| Nextera Energy (NEE) | 0.1 | $4.7M | 83k | 57.30 |
|
|
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $4.7M | NEW | 46k | 102.86 |
|
| Spdr Ser Tr cmn (FLRN) | 0.1 | $4.6M | -4% | 150k | 30.73 |
|
| At&t (T) | 0.1 | $4.6M | +224% | 306k | 15.02 |
|
| Philip Morris International (PM) | 0.1 | $4.6M | +75% | 50k | 92.60 |
|
| SPDR S&P World ex-US (SPDW) | 0.1 | $4.5M | NEW | 147k | 31.01 |
|
| Petroleo Brasileiro SA (PBR) | 0.1 | $4.5M | 301k | 14.99 |
|
|
| Nucor Corporation (NUE) | 0.1 | $4.2M | NEW | 27k | 156.36 |
|
| Qualcomm (QCOM) | 0.1 | $4.2M | +4% | 38k | 111.36 |
|
| Marriott International (MAR) | 0.1 | $4.2M | +6% | 21k | 197.07 |
|
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.1 | $4.1M | 55k | 75.84 |
|
|
| Cognizant Technology Solutions (CTSH) | 0.1 | $4.1M | -25% | 60k | 67.88 |
|
| Vanguard Europe Pacific ETF (VEA) | 0.1 | $4.1M | -4% | 93k | 43.72 |
|
| Zoetis Inc Cl A (ZTS) | 0.1 | $4.1M | +38% | 23k | 174.36 |
|
| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $4.1M | 56k | 72.72 |
|
|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $4.0M | 79k | 50.60 |
|
|
| 4068594 Enphase Energy (ENPH) | 0.1 | $3.9M | -71% | 33k | 120.15 |
|
| Anthem (ELV) | 0.1 | $3.9M | -3% | 8.9k | 437.82 |
|
| Schlumberger (SLB) | 0.1 | $3.9M | +113% | 66k | 58.30 |
|
| International Business Machines (IBM) | 0.1 | $3.8M | -2% | 27k | 140.38 |
|
| Delta Air Lines (DAL) | 0.1 | $3.8M | -5% | 103k | 37.02 |
|
| 3M Company (MMM) | 0.1 | $3.8M | -5% | 41k | 93.66 |
|
| MetLife (MET) | 0.1 | $3.8M | +4% | 60k | 63.08 |
|
| CF Industries Holdings (CF) | 0.1 | $3.7M | +116% | 43k | 85.79 |
|
| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $3.7M | +5% | 30k | 122.29 |
|
| Lowe's Companies (LOW) | 0.1 | $3.6M | -14% | 17k | 207.84 |
|
| Vanguard Small-Cap ETF (VB) | 0.1 | $3.6M | NEW | 19k | 189.07 |
|
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $3.5M | +7% | 37k | 94.21 |
|
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.1 | $3.5M | NEW | 73k | 48.10 |
|
| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.1 | $3.5M | -51% | 71k | 49.23 |
|
| Verizon Communications (VZ) | 0.1 | $3.4M | +12% | 105k | 32.43 |
|
| Cme (CME) | 0.1 | $3.4M | +338% | 17k | 200.22 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $3.3M | +21% | 30k | 111.90 |
|
| Fidelity msci utils index (FUTY) | 0.1 | $3.3M | 87k | 38.00 |
|
|
| Kroger (KR) | 0.1 | $3.3M | NEW | 73k | 44.80 |
|
| Carrier Global Corporation (CARR) | 0.1 | $3.2M | 58k | 55.25 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $3.2M | 117k | 27.05 |
|
|
| Yum! Brands (YUM) | 0.1 | $3.2M | +9% | 25k | 125.34 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $3.2M | NEW | 95k | 33.16 |
|
| Utilities SPDR (XLU) | 0.1 | $3.2M | NEW | 54k | 58.93 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $3.2M | 12k | 255.18 |
|
|
| Iron Mountain (IRM) | 0.1 | $3.1M | NEW | 52k | 59.45 |
|
| Gilead Sciences (GILD) | 0.1 | $3.1M | +19% | 41k | 75.08 |
|
| S&p Global (SPGI) | 0.1 | $3.0M | 17k | 180.83 |
|
|
| American Express Company (AXP) | 0.1 | $3.0M | 20k | 149.22 |
|
|
| NRG Energy (NRG) | 0.1 | $2.9M | NEW | 76k | 38.52 |
|
| Wal-Mart Stores (WMT) | 0.1 | $2.9M | +3% | 18k | 160.29 |
|
| CSX Corporation (CSX) | 0.1 | $2.9M | -86% | 93k | 30.78 |
|
| Ubs Group (UBS) | 0.1 | $2.8M | 115k | 24.67 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $2.8M | NEW | 38k | 75.44 |
|
| Kinder Morgan (KMI) | 0.1 | $2.7M | 165k | 16.58 |
|
|
| Domino's Pizza (DPZ) | 0.1 | $2.6M | +18% | 11k | 238.94 |
|
| Coca-Cola Company (KO) | 0.1 | $2.6M | -14% | 47k | 55.98 |
|
| Darling International (DAR) | 0.1 | $2.5M | +5% | 48k | 52.20 |
|
| Morgan Stanley (MS) | 0.1 | $2.5M | 31k | 81.67 |
|
|
| Consol Energy (CEIX) | 0.1 | $2.5M | -20% | 24k | 105.17 |
|
| Key (KEY) | 0.1 | $2.5M | NEW | 229k | 10.76 |
|
| Fiserv (FI) | 0.1 | $2.5M | +322% | 22k | 112.97 |
|
| Humana (HUM) | 0.1 | $2.4M | +52% | 5.0k | 487.09 |
|
| iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $2.4M | +4% | 23k | 103.94 |
|
| Agnico (AEM) | 0.1 | $2.4M | NEW | 52k | 45.45 |
|
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $2.3M | +60% | 8.8k | 266.07 |
|
| Energy Transfer Equity (ET) | 0.1 | $2.3M | -47% | 167k | 14.03 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $2.3M | 5.7k | 409.22 |
|
|
| McKesson Corporation (MCK) | 0.1 | $2.3M | 5.3k | 435.35 |
|
|
| Technology SPDR (XLK) | 0.1 | $2.3M | -28% | 14k | 163.95 |
|
| Amgen (AMGN) | 0.1 | $2.3M | +13% | 8.6k | 269.09 |
|
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $2.3M | -3% | 23k | 100.30 |
|
| Amcor (AMCR) | 0.1 | $2.3M | NEW | 249k | 9.16 |
|
| Novo Nordisk A/S (NVO) | 0.1 | $2.3M | +70% | 25k | 90.94 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $2.2M | -8% | 5.1k | 440.44 |
|
| United Parcel Service (UPS) | 0.0 | $2.2M | +15% | 14k | 155.94 |
|
| Nike (NKE) | 0.0 | $2.2M | -7% | 23k | 95.66 |
|
| Berkshire Hathaway (BRK.A) | 0.0 | $2.1M | 4.00 | 531477.00 |
|
|
| Host Hotels & Resorts (HST) | 0.0 | $2.1M | +9% | 131k | 16.08 |
|
| Matador Resources (MTDR) | 0.0 | $2.1M | 35k | 59.48 |
|
|
| AmerisourceBergen (COR) | 0.0 | $2.1M | +16% | 12k | 180.50 |
|
| Westlake Chemical Corporation (WLK) | 0.0 | $2.1M | +11% | 17k | 124.88 |
|
| Ptc (PTC) | 0.0 | $2.1M | +11% | 15k | 141.68 |
|
| iShares Russell 1000 Index (IWB) | 0.0 | $2.1M | 8.7k | 234.91 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $2.0M | -6% | 6.1k | 331.99 |
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $2.0M | +2% | 6.0k | 334.99 |
|
| Union Pacific Corporation (UNP) | 0.0 | $2.0M | -5% | 9.8k | 203.82 |
|
| Bank of America Corporation (BAC) | 0.0 | $2.0M | -26% | 73k | 27.38 |
|
| Fortinet (FTNT) | 0.0 | $2.0M | NEW | 34k | 58.68 |
|
| Docusign (DOCU) | 0.0 | $1.9M | +37% | 46k | 42.00 |
|
| Atkore Intl (ATKR) | 0.0 | $1.9M | -6% | 13k | 149.19 |
|
| Box Inc cl a (BOX) | 0.0 | $1.9M | +24% | 79k | 24.21 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.9M | 18k | 107.15 |
|
|
| Etsy (ETSY) | 0.0 | $1.8M | +129% | 50k | 36.74 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $1.8M | 43k | 42.71 |
|
|
| Oneok (OKE) | 0.0 | $1.8M | +200% | 29k | 63.44 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.8M | -86% | 4.5k | 399.52 |
|
| AGCO Corporation (AGCO) | 0.0 | $1.8M | +11% | 15k | 118.40 |
|
| Ryman Hospitality Pptys (RHP) | 0.0 | $1.8M | NEW | 22k | 83.28 |
|
| Commercial Metals Company (CMC) | 0.0 | $1.8M | NEW | 36k | 49.41 |
|
| Boeing Company (BA) | 0.0 | $1.8M | +16% | 9.3k | 191.73 |
|
| eBay (EBAY) | 0.0 | $1.8M | 40k | 44.16 |
|
|
| ExlService Holdings (EXLS) | 0.0 | $1.8M | NEW | 63k | 28.04 |
|
| Spdr Ser Tr msci usa qual (QUS) | 0.0 | $1.8M | NEW | 15k | 120.68 |
|
| Apple Hospitality Reit (APLE) | 0.0 | $1.8M | +12% | 115k | 15.35 |
|
| Timken Company (TKR) | 0.0 | $1.8M | +11% | 24k | 73.66 |
|
| Crocs (CROX) | 0.0 | $1.8M | NEW | 20k | 88.24 |
|
| Starbucks Corporation (SBUX) | 0.0 | $1.8M | 58k | 30.38 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $1.7M | 32k | 53.86 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $1.7M | +522% | 13k | 132.31 |
|
| Bondbloxx Etf Trust Jp Morgan (XEMD) | 0.0 | $1.7M | NEW | 44k | 38.86 |
|
| Invesco Nasdaq 100 Etf (QQQM) | 0.0 | $1.7M | NEW | 11k | 147.41 |
|
| Ford Motor Company (F) | 0.0 | $1.7M | 134k | 12.42 |
|
|
| General Motors Company (GM) | 0.0 | $1.6M | 49k | 33.01 |
|
|
| Public Storage (PSA) | 0.0 | $1.6M | -59% | 5.9k | 268.44 |
|
| Calamos Conv. Opptys. & Income Fund (CHI) | 0.0 | $1.6M | -9% | 150k | 10.54 |
|
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $1.6M | +27% | 3.4k | 456.63 |
|
| Automatic Data Processing (ADP) | 0.0 | $1.5M | -6% | 6.4k | 240.75 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $1.5M | NEW | 8.7k | 167.38 |
|
| L3harris Technologies (LHX) | 0.0 | $1.5M | +81% | 8.3k | 174.26 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $1.4M | 6.1k | 237.89 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $1.4M | -4% | 64k | 22.24 |
|
| Align Technology (ALGN) | 0.0 | $1.4M | 4.6k | 305.40 |
|
|
| Shockwave Med (SWAV) | 0.0 | $1.4M | 7.0k | 199.12 |
|
|
| Centene Corporation (CNC) | 0.0 | $1.4M | 20k | 68.89 |
|
|
| Ecolab (ECL) | 0.0 | $1.3M | 7.7k | 169.41 |
|
|
| Boyd Gaming Corporation (BYD) | 0.0 | $1.3M | +11% | 21k | 60.89 |
|
| Invesco Db Us Dlr Index Tr bullish (UUP) | 0.0 | $1.3M | +9% | 43k | 29.73 |
|
| Pacer Fds Tr us cash cows 100 (COWZ) | 0.0 | $1.3M | NEW | 26k | 49.43 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $1.3M | 24k | 52.81 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.2M | +7% | 21k | 58.07 |
|
| iShares Russell 2000 Index (IWM) | 0.0 | $1.2M | -13% | 6.8k | 176.74 |
|
| Teradyne (TER) | 0.0 | $1.2M | +134% | 12k | 100.47 |
|
| Citigroup (C) | 0.0 | $1.2M | -66% | 29k | 41.13 |
|
| Equinix (EQIX) | 0.0 | $1.1M | 1.6k | 726.59 |
|
|
| Ishares Inc msci india index (INDA) | 0.0 | $1.1M | +20% | 26k | 44.22 |
|
| FedEx Corporation (FDX) | 0.0 | $1.1M | 4.2k | 265.09 |
|
|
| Best Buy (BBY) | 0.0 | $1.1M | 16k | 69.47 |
|
|
| Bondbloxx Etf Trust (XHLF) | 0.0 | $1.1M | NEW | 22k | 50.27 |
|
| Origin Bancorp (OBK) | 0.0 | $1.1M | NEW | 39k | 28.87 |
|
| Te Connectivity Ltd for (TEL) | 0.0 | $1.1M | NEW | 8.9k | 123.56 |
|
| Diageo (DEO) | 0.0 | $1.1M | +29% | 7.1k | 149.23 |
|
| Southern Company (SO) | 0.0 | $1.0M | +36% | 16k | 64.76 |
|
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $1.0M | -2% | 21k | 49.85 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $1.0M | -14% | 15k | 69.48 |
|
| Insperity (NSP) | 0.0 | $994k | 10k | 97.61 |
|
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $966k | 7.2k | 133.28 |
|
|
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $963k | NEW | 9.3k | 103.32 |
|
| Invesco (IVZ) | 0.0 | $961k | NEW | 66k | 14.53 |
|
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $956k | +22% | 7.4k | 129.44 |
|
| Medtronic (MDT) | 0.0 | $953k | -2% | 12k | 78.38 |
|
| Exponent (EXPO) | 0.0 | $942k | 11k | 85.61 |
|
|
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $940k | 8.7k | 107.75 |
|
|
| Duke Energy (DUK) | 0.0 | $923k | 11k | 88.30 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $923k | 11k | 86.92 |
|
|
| EQT Corporation (EQT) | 0.0 | $920k | NEW | 23k | 40.58 |
|
| Devon Energy Corporation (DVN) | 0.0 | $915k | -3% | 19k | 47.72 |
|
| Spdr S&p Oil & Gas Equipment & Services (XES) | 0.0 | $909k | NEW | 9.5k | 95.78 |
|
| iShares S&P 500 Growth Index (IVW) | 0.0 | $894k | -3% | 13k | 68.43 |
|
| PPG Industries (PPG) | 0.0 | $891k | 6.9k | 129.82 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $881k | -7% | 3.3k | 264.09 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $873k | NEW | 45k | 19.47 |
|
| Total (TTE) | 0.0 | $872k | 13k | 65.76 |
|
|
| iShares S&P Global 100 Index (IOO) | 0.0 | $872k | -4% | 12k | 73.24 |
|
| Deere & Company (DE) | 0.0 | $858k | +6% | 2.3k | 378.09 |
|
| iShares Lehman Short Treasury Bond (SHV) | 0.0 | $853k | -24% | 7.7k | 110.47 |
|
| Molina Healthcare (MOH) | 0.0 | $852k | NEW | 2.6k | 327.89 |
|
| W.W. Grainger (GWW) | 0.0 | $849k | +7% | 1.2k | 692.22 |
|
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $849k | NEW | 15k | 57.60 |
|
| TJX Companies (TJX) | 0.0 | $836k | 23k | 35.78 |
|
|
| Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.0 | $834k | NEW | 17k | 49.89 |
|
| Commerce Bancshares (CBSH) | 0.0 | $831k | NEW | 17k | 47.98 |
|
| Carlisle Companies (CSL) | 0.0 | $830k | 3.2k | 259.26 |
|
|
| iShares Russell 1000 Value Index (IWD) | 0.0 | $828k | +233% | 5.4k | 151.87 |
|
| KT Corporation (KT) | 0.0 | $826k | 64k | 12.82 |
|
|
| Honda Motor (HMC) | 0.0 | $822k | NEW | 24k | 33.64 |
|
| Watsco, Incorporated (WSO) | 0.0 | $818k | 2.2k | 377.72 |
|
|
| Acm Research (ACMR) | 0.0 | $815k | 45k | 18.11 |
|
|
| Sony Corporation (SONY) | 0.0 | $814k | NEW | 9.9k | 82.60 |
|
| Hess (HES) | 0.0 | $808k | 5.3k | 153.06 |
|
|
| Booking Holdings (BKNG) | 0.0 | $803k | -3% | 2.0k | 409.31 |
|
| Manulife Finl Corp (MFC) | 0.0 | $786k | NEW | 43k | 18.28 |
|
| Caterpillar (CAT) | 0.0 | $779k | +87% | 2.8k | 273.47 |
|
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $774k | NEW | 9.9k | 78.44 |
|
| Toll Brothers (TOL) | 0.0 | $768k | 10k | 73.96 |
|
|
| HSBC Holdings (HSBC) | 0.0 | $763k | 19k | 39.50 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $751k | 12k | 63.50 |
|
|
| Extra Space Storage (EXR) | 0.0 | $744k | 6.1k | 121.58 |
|
|
| iShares Dow Jones US Home Const. (ITB) | 0.0 | $743k | -3% | 9.5k | 78.49 |
|
| Fidelity msci matls index (FMAT) | 0.0 | $742k | +2% | 17k | 44.26 |
|
| Wp Carey (WPC) | 0.0 | $738k | NEW | 14k | 54.08 |
|
| Eversource Energy (ES) | 0.0 | $734k | -25% | 13k | 58.15 |
|
| Gra (GGG) | 0.0 | $729k | 10k | 72.88 |
|
|
| Rbc Cad (RY) | 0.0 | $720k | NEW | 8.2k | 87.44 |
|
| Edwards Lifesciences (EW) | 0.0 | $695k | -21% | 10k | 69.28 |
|
| Corteva (CTVA) | 0.0 | $694k | 14k | 51.16 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $686k | NEW | 4.8k | 144.39 |
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $672k | 1.5k | 459.07 |
|
|
| American Tower Reit (AMT) | 0.0 | $658k | 4.0k | 164.56 |
|
|
| Ryanair Holdings (RYAAY) | 0.0 | $654k | NEW | 6.7k | 97.21 |
|
| Target Corporation (TGT) | 0.0 | $650k | 5.9k | 110.67 |
|
|
| Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ) | 0.0 | $642k | +18% | 8.0k | 80.54 |
|
| Adtalem Global Ed (ATGE) | 0.0 | $629k | 15k | 42.85 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $620k | 6.1k | 102.30 |
|
|
| Vodafone Group New Adr F (VOD) | 0.0 | $619k | +2% | 65k | 9.48 |
|
| Phillips 66 (PSX) | 0.0 | $619k | 5.2k | 120.15 |
|
|
| Copart (CPRT) | 0.0 | $616k | -2% | 14k | 43.09 |
|
| Pinduoduo (PDD) | 0.0 | $614k | -34% | 6.3k | 98.07 |
|
| Zebra Technologies (ZBRA) | 0.0 | $609k | -98% | 2.6k | 236.53 |
|
| Ishares Tr liquid inc etf (ICSH) | 0.0 | $598k | -17% | 12k | 50.38 |
|
| Invesco Exchange Traded Fd Tr (PSCE) | 0.0 | $590k | NEW | 10k | 57.05 |
|
| Equifax (EFX) | 0.0 | $585k | 3.2k | 183.24 |
|
|
| Xylem (XYL) | 0.0 | $578k | 6.4k | 91.03 |
|
|
| Entegris (ENTG) | 0.0 | $578k | 6.2k | 93.92 |
|
|
| PerkinElmer (RVTY) | 0.0 | $573k | 5.2k | 110.71 |
|
|
| Intuitive Surgical (ISRG) | 0.0 | $553k | 1.9k | 292.37 |
|
|
| Spdr Ser Tr s&p oilgas exp (XOP) | 0.0 | $552k | NEW | 3.7k | 147.90 |
|
| Biogen Idec (BIIB) | 0.0 | $543k | +13% | 2.1k | 257.01 |
|
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $539k | -59% | 5.1k | 105.97 |
|
| General Dynamics Corporation (GD) | 0.0 | $530k | NEW | 2.4k | 221.15 |
|
| Ensign (ENSG) | 0.0 | $530k | 5.7k | 92.93 |
|
|
| Textron (TXT) | 0.0 | $524k | 6.7k | 78.39 |
|
|
| iShares S&P 100 Index (OEF) | 0.0 | $502k | 2.5k | 200.64 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $501k | 7.3k | 68.18 |
|
|
| Global X Fds us infr dev (PAVE) | 0.0 | $495k | +17% | 16k | 30.38 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $490k | -3% | 2.6k | 190.53 |
|
| Wells Fargo & Company (WFC) | 0.0 | $472k | 12k | 40.88 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.0 | $458k | +4% | 3.0k | 153.88 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $455k | 2.5k | 181.79 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $454k | +3% | 5.9k | 76.79 |
|
| Dupont De Nemours (DD) | 0.0 | $448k | 6.0k | 74.64 |
|
|
| Baidu (BIDU) | 0.0 | $447k | 3.3k | 134.35 |
|
|
| Emerson Electric (EMR) | 0.0 | $440k | -52% | 4.6k | 96.57 |
|
| Financial Select Sector SPDR (XLF) | 0.0 | $438k | NEW | 13k | 33.18 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $410k | -16% | 2.0k | 204.61 |
|
| AutoZone (AZO) | 0.0 | $407k | NEW | 159.00 | 2559.29 |
|
| Micron Technology (MU) | 0.0 | $405k | 5.9k | 68.08 |
|
|
| ON Semiconductor (ON) | 0.0 | $402k | NEW | 4.3k | 92.95 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $394k | 7.2k | 54.90 |
|
|
| SPDR S&P Biotech (XBI) | 0.0 | $389k | -9% | 5.3k | 73.02 |
|
| Laboratory Corp. of America Holdings (LH) | 0.0 | $387k | 1.9k | 201.11 |
|
|
| Valley National Ban (VLY) | 0.0 | $387k | 45k | 8.56 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $381k | 3.6k | 106.54 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $380k | 5.4k | 70.95 |
|
|
| Pulte (PHM) | 0.0 | $370k | 5.0k | 74.05 |
|
|
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $367k | 6.5k | 56.48 |
|
|
| Moody's Corporation (MCO) | 0.0 | $367k | 1.2k | 317.14 |
|
|
| iShares Gold Trust (IAU) | 0.0 | $365k | NEW | 10k | 34.99 |
|
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.0 | $363k | -8% | 2.6k | 139.70 |
|
| CarMax (KMX) | 0.0 | $359k | 5.1k | 70.73 |
|
|
| New Mountain Finance Corp (NMFC) | 0.0 | $358k | NEW | 28k | 12.95 |
|
| DTE Energy Company (DTE) | 0.0 | $357k | 3.6k | 99.31 |
|
|
| Morningstar (MORN) | 0.0 | $356k | 1.5k | 234.36 |
|
|
| C.H. Robinson Worldwide (CHRW) | 0.0 | $348k | 4.0k | 86.13 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $347k | 6.3k | 55.30 |
|
|
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $346k | NEW | 5.0k | 68.81 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $345k | 5.4k | 64.37 |
|
|
| Calamos Convertible & Hi Income Fund (CHY) | 0.0 | $338k | 30k | 11.16 |
|
|
| Ishares Tr usa min vo (USMV) | 0.0 | $334k | +4% | 4.6k | 72.40 |
|
| Capital One Financial (COF) | 0.0 | $334k | -4% | 3.4k | 97.16 |
|
| Wisdomtree Tr barclays zero (AGZD) | 0.0 | $332k | NEW | 15k | 22.16 |
|
| Vanguard Total World Stock Idx (VT) | 0.0 | $330k | 3.5k | 93.18 |
|
|
| Activision Blizzard | 0.0 | $328k | -60% | 8.1k | 40.63 |
|
| Skyworks Solutions (SWKS) | 0.0 | $327k | 3.3k | 98.64 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $307k | 2.0k | 153.55 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $303k | 1.3k | 230.81 |
|
|
| Schwab Strategic Tr 0 (SCHP) | 0.0 | $298k | NEW | 5.9k | 50.49 |
|
| Vanguard Growth ETF (VUG) | 0.0 | $295k | -3% | 1.1k | 272.53 |
|
| Cirrus Logic (CRUS) | 0.0 | $288k | 3.9k | 73.96 |
|
|
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $288k | 4.1k | 70.80 |
|
|
| Fastenal Company (FAST) | 0.0 | $279k | 5.1k | 54.64 |
|
|
| Novartis (NVS) | 0.0 | $270k | NEW | 2.6k | 101.86 |
|
| Old Republic International Corporation (ORI) | 0.0 | $269k | -57% | 10k | 26.94 |
|
| Cummins (CMI) | 0.0 | $269k | +5% | 1.2k | 228.98 |
|
| Physicians Realty Trust | 0.0 | $268k | 22k | 12.19 |
|
|
| Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) | 0.0 | $267k | +344% | 8.9k | 30.15 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $266k | 3.0k | 88.48 |
|
|
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $265k | +3% | 2.0k | 131.94 |
|
| Lennox International (LII) | 0.0 | $262k | NEW | 700.00 | 374.44 |
|
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $262k | NEW | 7.8k | 33.57 |
|
| Solaredge Technologies (SEDG) | 0.0 | $259k | NEW | 2.0k | 129.51 |
|
| Vaneck Vectors Oil Services Etf ef (OIH) | 0.0 | $259k | NEW | 750.00 | 345.04 |
|
| Marathon Oil Corporation (MRO) | 0.0 | $259k | -94% | 9.7k | 26.75 |
|
| Autodesk (ADSK) | 0.0 | $257k | -10% | 15k | 17.69 |
|
| Baxter International (BAX) | 0.0 | $252k | 6.7k | 37.75 |
|
|
| Motorola Solutions (MSI) | 0.0 | $252k | 922.00 | 273.13 |
|
|
| Halliburton Company (HAL) | 0.0 | $252k | -83% | 6.2k | 40.50 |
|
| Sarepta Therapeutics (SRPT) | 0.0 | $241k | 2.0k | 121.22 |
|
|
| Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.0 | $239k | +400% | 7.3k | 32.99 |
|
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $232k | 6.1k | 37.95 |
|
|
| Moderna (MRNA) | 0.0 | $229k | -2% | 2.2k | 103.29 |
|
| Asml Holding (ASML) | 0.0 | $224k | 380.00 | 588.66 |
|
|
| Air Lease Corp (AL) | 0.0 | $221k | 5.6k | 39.41 |
|
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $219k | NEW | 1.4k | 155.40 |
|
| Crown Castle Intl (CCI) | 0.0 | $218k | -2% | 2.4k | 92.03 |
|
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $217k | -92% | 2.1k | 102.01 |
|
| Wec Energy Group (WEC) | 0.0 | $213k | -11% | 2.6k | 80.55 |
|
| Vanguard Total Bond Market ETF (BND) | 0.0 | $211k | NEW | 3.0k | 69.78 |
|
| General Electric (GE) | 0.0 | $211k | -4% | 1.9k | 110.55 |
|
| Ishares Msci Denmark Capped (EDEN) | 0.0 | $210k | 2.1k | 100.98 |
|
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $203k | -97% | 6.7k | 30.15 |
|
| Alerian Mlp Etf etf (AMLP) | 0.0 | $203k | -9% | 4.8k | 42.20 |
|
| Vanguard Mega Cap 300 Index (MGC) | 0.0 | $203k | NEW | 1.3k | 151.83 |
|
| iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $202k | 4.6k | 43.68 |
|
|
| Clii (EVGO) | 0.0 | $57k | NEW | 17k | 3.38 |
|
| Kensington Capital Acquisition Corp II (WBX) | 0.0 | $46k | NEW | 20k | 2.25 |
|
| Nuvve Holding Corp | 0.0 | $45k | NEW | 133k | 0.34 |
|
| CoStar (CSGP) | 0.0 | $39k | 51k | 0.77 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $27k | 19k | 1.40 |
|
|
| Vail Resorts (MTN) | 0.0 | $22k | 10k | 2.22 |
|
|
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $21k | +3% | 47k | 0.44 |
|
| Ishares Tr core strm usbd (ISTB) | 0.0 | $20k | +19% | 44k | 0.46 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $17k | NEW | 53k | 0.31 |
|
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $11k | 24k | 0.47 |
|
|
| Net Medical Xpress Solutions, (NMXS) | 0.0 | $598.884000 | NEW | 27k | 0.02 |
|
Past Filings by Connectus Wealth
SEC 13F filings are viewable for Connectus Wealth going back to 2021
- Connectus Wealth 2023 Q3 filed Nov. 13, 2023
- Connectus Wealth 2023 Q2 filed Aug. 14, 2023
- Connectus Wealth 2023 Q1 filed May 11, 2023
- Connectus Wealth 2022 Q4 filed Feb. 7, 2023
- Connectus Wealth 2022 Q3 filed Nov. 10, 2022
- Connectus Wealth 2022 Q2 filed Aug. 8, 2022
- Connectus Wealth 2022 Q1 filed May 6, 2022
- Connectus Wealth 2021 Q4 filed Feb. 9, 2022
- Connectus Wealth 2021 Q3 filed Nov. 3, 2021
- Connectus Wealth 2021 Q2 filed Aug. 11, 2021
- Connectus Wealth 2021 Q1 filed April 29, 2021