Connectus Wealth
Latest statistics and disclosures from Connectus Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, IVV, GOOG, and represent 18.27% of Connectus Wealth's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$98M), IJH (+$72M), MBB (+$67M), HYD (+$56M), EZU (+$48M), HYGH (+$48M), IGIB (+$43M), SPY (+$39M), RSP (+$36M), IJR (+$35M).
- Started 94 new stock positions in IEI, GLD, IGBH, TIP, EFA, BKLN, PFF, SPY, FAS, FCOM.
- Reduced shares in these 10 stocks: AAPL (-$63M), MSFT (-$19M), CTRA (-$17M), V (-$11M), PAYX (-$9.6M), INTU (-$9.0M), CVX (-$8.4M), UNH (-$8.4M), GOOG (-$8.3M), TJX (-$7.3M).
- Sold out of its positions in ABB, ALK, ALL, AIG, AMP, APH, ADI, ANET, AZO, AXON.
- Connectus Wealth was a net buyer of stock by $660M.
- Connectus Wealth has $3.2B in assets under management (AUM), dropping by 22.25%.
- Central Index Key (CIK): 0001857493
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Portfolio Holdings for Connectus Wealth
Companies in the Connectus Wealth portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 4.9 | $154M | -29% | 871k | 176.56 | |
Microsoft Corporation (MSFT) | 4.0 | $127M | -13% | 395k | 320.94 | |
Amazon (AMZN) | 3.6 | $115M | -5% | 34k | 3334.63 | |
iShares S&P 500 Index (IVV) | 3.1 | $98M | NEW | 217k | 453.79 | |
Alphabet Class C (GOOG) | 2.6 | $84M | -9% | 30k | 2798.42 | |
Facebook Inc cl a (FB) | 2.6 | $83M | 309k | 267.19 | ||
Ishares Trust Core S&p Mid-cap Etf Core S&p Mid-cap Etf (IJH) | 2.3 | $72M | NEW | 253k | 283.52 | |
Ishares Tr Mbs Fixed Bd Mbs Fixed Bdfd (MBB) | 2.1 | $67M | NEW | 620k | 107.54 | |
UnitedHealth (UNH) | 2.1 | $66M | -11% | 130k | 503.78 | |
Starbucks Corporation (SBUX) | 1.9 | $60M | -3% | 597k | 101.04 | |
Mastercard Class A (MA) | 1.9 | $59M | -2% | 163k | 359.95 | |
Vaneck Etf Tr Etf Hg Yld Mun (HYD) | 1.8 | $56M | NEW | 891k | 62.47 | |
Booking Holdings (BKNG) | 1.6 | $50M | -3% | 21k | 2348.46 | |
Ishares Inc Msci Eurozone Msci Eurozone (EZU) | 1.5 | $48M | NEW | 986k | 49.03 | |
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Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 1.5 | $48M | NEW | 544k | 88.10 | |
Alphabet Class A (GOOGL) | 1.4 | $45M | -10% | 16k | 2897.64 | |
Visa Class A (V) | 1.4 | $45M | -19% | 205k | 216.78 | |
Ishares Tr Ishs 5-10yr Invt Ishs 5-10yr Invt (IGIB) | 1.4 | $43M | NEW | 723k | 59.31 | |
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY) | 1.2 | $39M | NEW | 83k | 475.01 | |
S&p Global (SPGI) | 1.2 | $38M | 93k | 410.18 | ||
Invesco Exchangetrad S&p 500 Equal Weight (RSP) | 1.1 | $36M | NEW | 222k | 163.01 | |
Ishares Tr Core S&p Small-cap Core S&p Small-cap (IJR) | 1.1 | $35M | NEW | 301k | 114.66 | |
Qualcomm (QCOM) | 1.1 | $34M | -13% | 183k | 183.35 | |
CoStar (CSGP) | 1.1 | $33M | +74% | 501k | 66.61 | |
Abbvie (ABBV) | 1.0 | $32M | -2% | 237k | 135.68 | |
Pfizer (PFE) | 1.0 | $31M | -15% | 532k | 59.09 | |
Take-Two Interactive Software (TTWO) | 1.0 | $31M | +3% | 203k | 153.74 | |
American Express Company (AXP) | 1.0 | $31M | -9% | 187k | 163.98 | |
Citizens Financial (CFG) | 1.0 | $30M | -2% | 638k | 47.28 | |
U.S. Bancorp (USB) | 0.9 | $29M | -3% | 510k | 56.22 | |
Autodesk (ADSK) | 0.9 | $28M | +12% | 131k | 214.97 | |
Ishares Us Etf Tr Int Rt Hdlng (IGBH) | 0.9 | $28M | NEW | 1.1M | 24.84 | |
salesforce (CRM) | 0.9 | $27M | -3% | 108k | 254.14 | |
Fair Isaac Corporation (FICO) | 0.9 | $27M | 58k | 466.46 | ||
Adobe Systems Incorporated (ADBE) | 0.9 | $27M | -16% | 48k | 567.10 | |
Thermo Fisher Scientific (TMO) | 0.8 | $27M | -15% | 40k | 667.56 | |
Vail Resorts (MTN) | 0.8 | $26M | +5% | 100k | 260.27 | |
Accenture Class A (ACN) | 0.8 | $25M | -8% | 59k | 415.11 | |
Archer Daniels Midland Company (ADM) | 0.8 | $25M | 363k | 67.67 | ||
Stryker Corporation (SYK) | 0.8 | $25M | -2% | 92k | 267.60 | |
Ishares Tr Natl Amt Free Muni B Natl Amt Free Muni B (MUB) | 0.8 | $24M | NEW | 209k | 116.47 | |
Roper Industries (ROP) | 0.7 | $23M | 49k | 472.22 | ||
Ssga Active Etf Tr Spdr Blckstn Snrloan (SRLN) | 0.7 | $22M | NEW | 490k | 45.65 | |
Ishares Tr Iboxx H/y Crp Bond Iboxx H/y Crp Bond (HYG) | 0.7 | $22M | NEW | 251k | 87.07 | |
Fidelity Covington T Msci Info Tech I (FTEC) | 0.7 | $21M | NEW | 156k | 135.48 | |
L3harris Technologie Usd1 (LHX) | 0.7 | $21M | -9% | 98k | 214.26 | |
Kkr & Co com UNIT (KKR) | 0.7 | $21M | 282k | 74.50 | ||
EOG Resources (EOG) | 0.6 | $20M | -2% | 229k | 88.99 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.6 | $20M | NEW | 399k | 50.57 | |
Ishares Tr core strm usbd (ISTB) | 0.6 | $20M | NEW | 408k | 48.46 | |
Berkshire Hathaway Inc B Class B (BRK.B) | 0.6 | $20M | -19% | 58k | 336.20 | |
Domino's Pizza (DPZ) | 0.6 | $19M | 47k | 407.01 | ||
Intuit (INTU) | 0.6 | $19M | -32% | 29k | 650.75 | |
Activision Blizzard (ATVI) | 0.6 | $19M | -2% | 230k | 80.11 | |
Arcelormittal Sa Lu Ny Registry Sh (MT) | 0.6 | $18M | NEW | 570k | 31.83 | |
Ishares 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP) | 0.6 | $18M | NEW | 171k | 106.11 | |
Ishares 3-7 Yr Tr Bd Etf 3-7 Yr Tr Bd Etf (IEI) | 0.6 | $18M | NEW | 137k | 128.87 | |
Home Depot (HD) | 0.5 | $17M | -24% | 41k | 419.54 | |
Tesla Motors (TSLA) | 0.5 | $17M | -20% | 16k | 1056.89 | |
TJX Companies (TJX) | 0.5 | $17M | -30% | 274k | 60.58 | |
Broadridge Financial Solutions (BR) | 0.5 | $16M | -2% | 104k | 155.71 | |
Fidelitycovington Tr Msci Finls Idx Msci Finls Idx (FNCL) | 0.5 | $16M | NEW | 288k | 55.94 | |
Metropcs Communications (TMUS) | 0.5 | $16M | -14% | 138k | 115.98 | |
Ishares Pac Ex Japan Etf Pac Ex Japan Etf (EPP) | 0.5 | $15M | NEW | 316k | 47.81 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $15M | -4% | 36k | 412.36 | |
Ishares Jp Mor Em Mk Etf Jp Mor Em Mk Etf (EMB) | 0.5 | $15M | NEW | 135k | 109.32 | |
CSX Corporation (CSX) | 0.5 | $15M | -22% | 386k | 37.64 | |
Ishares Glb Infrastr Etf Glb Infrastr Etf (IGF) | 0.5 | $15M | NEW | 305k | 47.62 | |
J P Morgan Exchange Ultra Shrt Inc (JPST) | 0.4 | $14M | NEW | 267k | 50.48 | |
Marriott Intl Class A (MAR) | 0.4 | $13M | -7% | 79k | 165.24 | |
Core Msci Emktishares Core Msci Emkt (IEMG) | 0.4 | $12M | NEW | 205k | 59.97 | |
Ishares Select Divid Etf Select Divid Etf (DVY) | 0.4 | $12M | NEW | 98k | 122.84 | |
Etsy (ETSY) | 0.4 | $12M | +9092% | 96k | 124.28 | |
Dell Technologies In com CLASS C (DELL) | 0.4 | $12M | 205k | 56.17 | ||
Exxon Mobil Corporation (XOM) | 0.3 | $11M | -11% | 176k | 61.22 | |
Schwab Strategic Tr 0 (SCHP) | 0.3 | $11M | NEW | 175k | 60.71 | |
Invesco Exchng Trade Sr Ln Etf (BKLN) | 0.3 | $10M | NEW | 459k | 22.11 | |
Ishares Ishs 10y Inv Gr Crp Ishs 10+y Inv Gr Crp (IGLB) | 0.3 | $9.8M | NEW | 140k | 69.67 | |
Eaton (ETN) | 0.3 | $9.1M | 53k | 172.83 | ||
Ishares Tr Msci Uk Etf Msci Uk Etf (EWU) | 0.3 | $9.1M | NEW | 275k | 33.18 | |
Progressive Corporation (PGR) | 0.3 | $9.0M | -26% | 88k | 102.66 | |
Fidelitycovington Tr Msci Indl Indx Msci Indl Indx (FIDU) | 0.3 | $8.9M | NEW | 158k | 56.24 | |
Ishares Tr Pfd And Incm Sec Pfd And Incm Sec (PFF) | 0.3 | $8.7M | NEW | 219k | 39.46 | |
Fidelitycovington Tr Msci Consm Dis Msci Consm Dis (FDIS) | 0.3 | $8.5M | NEW | 97k | 88.36 | |
Northrop Grumman Corporation (NOC) | 0.3 | $8.2M | 21k | 387.08 | ||
Ishares Inc Msci Japan Etf Msci Japan Etf (EWJ) | 0.3 | $8.2M | NEW | 122k | 67.15 | |
Fidelitycovington Tr Msci Hlth Care I Msci Hlth Care I (FHLC) | 0.3 | $8.2M | NEW | 119k | 68.71 | |
3M Company (MMM) | 0.3 | $8.1M | -19% | 46k | 177.68 | |
Ishares Tr Ishs 1-5yr Invs Ishs 1-5yr Invs (IGSB) | 0.2 | $7.7M | NEW | 142k | 53.96 | |
Johnson & Johnson (JNJ) | 0.2 | $7.2M | -11% | 42k | 171.46 | |
Zoetis Inc Cl A (ZTS) | 0.2 | $7.0M | -9% | 29k | 244.17 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $6.9M | -10% | 43k | 158.46 | |
Danaher Corporation (DHR) | 0.2 | $6.7M | 21k | 329.10 | ||
Advanced Micro Devices (AMD) | 0.2 | $6.5M | -5% | 45k | 143.91 | |
Ishares U.s. Real Es Etf U.s. Real Es Etf (IYR) | 0.2 | $6.5M | NEW | 56k | 116.14 | |
Yum! Brands (YUM) | 0.2 | $5.7M | -28% | 41k | 139.05 | |
Invesco Db Us Dollar Index Bull (UUP) | 0.2 | $5.7M | NEW | 222k | 25.63 | |
Wal-Mart Stores (WMT) | 0.2 | $5.4M | -5% | 38k | 145.00 | |
Invesco Qqq Tr Qqq Trust Series 1 (QQQ) | 0.2 | $5.4M | NEW | 14k | 397.94 | |
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG) | 0.2 | $5.4M | NEW | 48k | 114.15 | |
Fidelitycovington Tr Msci Energy Idx Msci Energy Idx (FENY) | 0.2 | $5.3M | NEW | 350k | 15.18 | |
Fidelity Covington Msci Commntn Svc (FCOM) | 0.2 | $5.2M | NEW | 101k | 51.41 | |
Ishares 1-3 Yr Tr Bd Etf 1-3 Yr Tr Bd Etf (SHY) | 0.2 | $5.1M | NEW | 59k | 85.56 | |
Olo (OLO) | 0.2 | $5.1M | +20% | 382k | 13.25 | |
Procter & Gamble Company (PG) | 0.2 | $5.0M | -9% | 31k | 163.74 | |
Texas Instruments Incorporated (TXN) | 0.2 | $4.9M | -15% | 26k | 188.69 | |
Intel Corporation (INTC) | 0.2 | $4.8M | -43% | 94k | 51.55 | |
Comcast Corp Class A (CMCSA) | 0.2 | $4.8M | -19% | 96k | 50.36 | |
Bristol Myers Squibb (BMY) | 0.1 | $4.7M | -5% | 75k | 62.45 | |
Applied Materials (AMAT) | 0.1 | $4.7M | 30k | 157.38 | ||
Toro Company (TTC) | 0.1 | $4.4M | -20% | 44k | 99.91 | |
Bank of America Corporation (BAC) | 0.1 | $4.3M | -55% | 96k | 44.53 | |
Marathon Petroleum Corp (MPC) | 0.1 | $4.3M | -4% | 67k | 63.99 | |
Ishares Iboxx Inv Cp Etf Iboxx Inv Cp Etf (LQD) | 0.1 | $4.2M | NEW | 32k | 132.52 | |
Verisk Analytics (VRSK) | 0.1 | $4.1M | -2% | 19k | 216.65 | |
Fidelitycovington Tr Msci Matls Index Msci Matls Index (FMAT) | 0.1 | $3.8M | NEW | 76k | 50.40 | |
Union Pacific Corporation (UNP) | 0.1 | $3.8M | -3% | 15k | 253.10 | |
Morgan Stanley (MS) | 0.1 | $3.8M | -36% | 39k | 98.36 | |
Sherwin-Williams Company (SHW) | 0.1 | $3.8M | -56% | 11k | 352.35 | |
Ishares Trust Msci Philpnes Invstb Msci Philpnes Invstb (EPHE) | 0.1 | $3.7M | NEW | 119k | 31.64 | |
Sap Se Sp Adr (1 Ord) (SAP) | 0.1 | $3.6M | -2% | 26k | 140.24 | |
Wells Fargo & Company (WFC) | 0.1 | $3.6M | -6% | 75k | 48.03 | |
Ishares Tr 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT) | 0.1 | $3.6M | NEW | 24k | 148.21 | |
Ishares Russell 2000 Etf Russell 2000 Etf (IWM) | 0.1 | $3.6M | NEW | 16k | 222.45 | |
FedEx Corporation (FDX) | 0.1 | $3.5M | -12% | 14k | 258.68 | |
Select Sector Spdr Sbi Int-tech (XLK) | 0.1 | $3.4M | NEW | 20k | 173.89 | |
Servicenow (NOW) | 0.1 | $3.4M | -16% | 5.2k | 649.04 | |
Capital One Financial (COF) | 0.1 | $3.4M | -12% | 23k | 145.48 | |
Ishares Us Home Cons Etf Us Home Cons Etf (ITB) | 0.1 | $3.4M | NEW | 41k | 82.93 | |
CVS Caremark Corporation (CVS) | 0.1 | $3.3M | -51% | 32k | 103.35 | |
Goldman Sachs (GS) | 0.1 | $3.0M | -4% | 7.8k | 384.00 | |
Ishares 7-10 Y Tr Bd Etf 7-10 Y Tr Bd Etf (IEF) | 0.1 | $3.0M | NEW | 26k | 115.18 | |
Medtronic Ordinary Shs $0.0001 (MDT) | 0.1 | $2.9M | -43% | 28k | 103.55 | |
Goodyear Tire & Rubber Company (GT) | 0.1 | $2.7M | 126k | 21.32 | ||
Broadcom (AVGO) | 0.1 | $2.7M | -11% | 4.0k | 665.75 | |
Global Payments (GPN) | 0.1 | $2.7M | -18% | 20k | 135.35 | |
Nextera Energy (NEE) | 0.1 | $2.6M | -3% | 28k | 93.35 | |
Altria (MO) | 0.1 | $2.6M | 56k | 47.40 | ||
Walgreen Boots Alliance (WBA) | 0.1 | $2.6M | -22% | 50k | 52.20 | |
Ternium Sa Adr (10 Ord) (TX) | 0.1 | $2.6M | -8% | 60k | 43.58 | |
Paypal Holdings (PYPL) | 0.1 | $2.6M | -5% | 14k | 188.61 | |
Chevron Corporation (CVX) | 0.1 | $2.6M | -76% | 22k | 117.44 | |
Kinder Morgan (KMI) | 0.1 | $2.6M | 163k | 15.86 | ||
Coca-Cola Company (KO) | 0.1 | $2.6M | -14% | 43k | 59.22 | |
Ford Motor Company (F) | 0.1 | $2.6M | -20% | 123k | 20.77 | |
Jones Lang LaSalle Incorporated (JLL) | 0.1 | $2.6M | -2% | 9.5k | 269.38 | |
Target Corporation (TGT) | 0.1 | $2.5M | -10% | 11k | 231.80 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $2.5M | 302k | 8.23 | ||
Dow com STOCK (DOW) | 0.1 | $2.4M | 43k | 56.72 | ||
Athene Hldg Class A | 0.1 | $2.4M | 29k | 83.34 | ||
BlackRock (BLK) | 0.1 | $2.4M | -2% | 2.6k | 920.30 | |
Vertiv Holdings Com Usd0.0001 Cl A (VRT) | 0.1 | $2.4M | -2% | 96k | 24.97 | |
Verizon Communications (VZ) | 0.1 | $2.4M | -11% | 46k | 51.99 | |
McKesson Corporation (MCK) | 0.1 | $2.4M | -25% | 9.5k | 248.79 | |
Cabot Oil & Gas Corporation (CTRA) | 0.1 | $2.3M | -87% | 122k | 19.00 | |
Verisign (VRSN) | 0.1 | $2.3M | -74% | 10k | 222.49 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.3M | NEW | 5.2k | 436.55 | |
Cigna Corp com USD0.01 (CI) | 0.1 | $2.3M | -14% | 9.8k | 229.63 | |
Abbott Laboratories (ABT) | 0.1 | $2.2M | -3% | 16k | 140.72 | |
International Business Machines (IBM) | 0.1 | $2.2M | -17% | 16k | 133.69 | |
Monster Beverage Crp Com Usd0.005 (MNST) | 0.1 | $2.2M | -8% | 23k | 96.04 | |
Devon Energy Corporation (DVN) | 0.1 | $2.2M | -8% | 49k | 44.11 | |
Ishares Tr Tips Bd Etf Tips Bd Etf (TIP) | 0.1 | $2.1M | NEW | 16k | 129.41 | |
Fidelitycovington Tr Consmr Staples Consmr Staples (FSTA) | 0.1 | $2.1M | -6% | 44k | 46.78 | |
NVIDIA Corporation (NVDA) | 0.1 | $2.1M | -35% | 7.0k | 294.17 | |
Caterpillar (CAT) | 0.1 | $2.1M | 9.9k | 207.05 | ||
Hca Holdings (HCA) | 0.1 | $2.0M | -67% | 7.9k | 257.95 | |
IDEXX Laboratories (IDXX) | 0.1 | $2.0M | -21% | 3.0k | 658.34 | |
Williams-Sonoma (WSM) | 0.1 | $2.0M | -22% | 12k | 169.61 | |
Chubb (CB) | 0.1 | $2.0M | 10k | 193.35 | ||
Amer (UHAL) | 0.1 | $1.9M | -9% | 2.6k | 726.27 | |
Boeing Company (BA) | 0.1 | $1.9M | -13% | 9.3k | 201.42 | |
Sempra Energy (SRE) | 0.1 | $1.9M | 14k | 132.63 | ||
Philip Morris International (PM) | 0.1 | $1.8M | -11% | 19k | 95.03 | |
Taiwan Semiconductor Sp Adr (5 Ord) (TSM) | 0.1 | $1.8M | -2% | 15k | 120.40 | |
Gra (GGG) | 0.1 | $1.8M | -25% | 22k | 80.64 | |
World Wrestling Ent Class A (WWE) | 0.1 | $1.7M | 35k | 49.33 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.7M | NEW | 9.9k | 170.91 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.7M | -51% | 6.1k | 276.35 | |
Pepsi (PEP) | 0.1 | $1.7M | 9.6k | 173.79 | ||
Nike Class B (NKE) | 0.1 | $1.7M | 10k | 166.72 | ||
Ishares Inc Msci Switzerland Cap Msci Switzerland Cap (EWL) | 0.1 | $1.7M | NEW | 32k | 52.73 | |
Citigroup (C) | 0.1 | $1.7M | -56% | 27k | 60.50 | |
ConocoPhillips (COP) | 0.1 | $1.6M | -54% | 23k | 72.29 | |
Edwards Lifesciences (EW) | 0.1 | $1.6M | -56% | 13k | 129.55 | |
TransDigm Group Incorporated (TDG) | 0.1 | $1.6M | +574% | 2.5k | 651.40 | |
Fidelity Msci Rl Est Etf (FREL) | 0.1 | $1.6M | NEW | 46k | 34.71 | |
Dupont De Nemours (DD) | 0.0 | $1.6M | 20k | 80.80 | ||
Cisco Systems (CSCO) | 0.0 | $1.5M | -63% | 24k | 63.45 | |
Oracle Corporation (ORCL) | 0.0 | $1.5M | -64% | 18k | 87.20 | |
National Energy Srvc SHS (NESR) | 0.0 | $1.5M | NEW | 161k | 9.45 | |
Costco Wholesale Corporation (COST) | 0.0 | $1.5M | -30% | 2.6k | 576.04 | |
Ishares Inc Msci Aust Etf Msci Aust Etf (EWA) | 0.0 | $1.5M | NEW | 59k | 24.84 | |
Olin Corporation (OLN) | 0.0 | $1.5M | -2% | 25k | 57.58 | |
Royal Dutch Shell Spons Adr B Spons Adr A | 0.0 | $1.5M | -19% | 34k | 43.40 | |
Owens Corning (OC) | 0.0 | $1.4M | -2% | 16k | 90.55 | |
Vmware Class A (VMW) | 0.0 | $1.4M | -2% | 12k | 115.86 | |
Vistaoutdoor (VSTO) | 0.0 | $1.4M | -4% | 31k | 46.07 | |
Cummins (CMI) | 0.0 | $1.4M | -5% | 6.4k | 218.46 | |
Extra Space Storage Reit (EXR) | 0.0 | $1.4M | NEW | 6.0k | 227.83 | |
Avalonbay Communties Reit (AVB) | 0.0 | $1.3M | NEW | 5.3k | 252.63 | |
Horizon Therapeutics SHS (HZNP) | 0.0 | $1.3M | NEW | 13k | 107.74 | |
O'reilly Automotive (ORLY) | 0.0 | $1.3M | -14% | 1.9k | 706.38 | |
Chemours (CC) | 0.0 | $1.3M | -2% | 39k | 33.58 | |
Cubesmart (CUBE) | 0.0 | $1.3M | -9% | 23k | 56.92 | |
Walt Disney Company (DIS) | 0.0 | $1.3M | -51% | 8.2k | 154.97 | |
Gates Indl Corp Pl Ordinary (GTES) | 0.0 | $1.3M | -2% | 79k | 15.91 | |
Merck & Co (MRK) | 0.0 | $1.3M | -13% | 16k | 76.66 | |
Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $1.3M | NEW | 7.0k | 178.70 | |
Targa Res Corp (TRGP) | 0.0 | $1.3M | -2% | 24k | 52.25 | |
Dropbox Com Usd0.00001 Cl A (DBX) | 0.0 | $1.2M | -2% | 50k | 24.54 | |
Intercontinental Exchange (ICE) | 0.0 | $1.2M | -13% | 9.0k | 136.80 | |
Liberty Media Com Ser C Frmla (FWONK) | 0.0 | $1.2M | -10% | 19k | 63.24 | |
McDonald's Corporation (MCD) | 0.0 | $1.2M | -7% | 4.6k | 268.04 | |
Fortive Corporation com STOCK (FTV) | 0.0 | $1.2M | -2% | 16k | 76.36 | |
Public Storage REIT com (PSA) | 0.0 | $1.2M | NEW | 3.2k | 374.65 | |
American Tower Reit (AMT) | 0.0 | $1.2M | 4.1k | 292.52 | ||
Insperity (NSP) | 0.0 | $1.2M | 10k | 118.07 | ||
Forestar Group (FOR) | 0.0 | $1.2M | -2% | 55k | 21.75 | |
Globus Med Class A (GMED) | 0.0 | $1.2M | -2% | 16k | 72.20 | |
Equifax (EFX) | 0.0 | $1.2M | 4.0k | 292.79 | ||
Boston Scientific Corporation (BSX) | 0.0 | $1.2M | 28k | 42.47 | ||
Toll Brothers (TOL) | 0.0 | $1.2M | 16k | 72.36 | ||
Rbc Cad (RY) | 0.0 | $1.2M | -6% | 11k | 106.41 | |
PPG Industries (PPG) | 0.0 | $1.2M | -2% | 6.8k | 172.46 | |
Nexstar Media Group Com Usd0.01 Cl'a' (NXST) | 0.0 | $1.2M | -2% | 7.7k | 151.38 | |
Hubspot (HUBS) | 0.0 | $1.2M | -2% | 1.7k | 659.03 | |
Stag Indl Usd0.01 (STAG) | 0.0 | $1.1M | -3% | 24k | 48.03 | |
First Foundation I Com Usd0.001 (FFWM) | 0.0 | $1.1M | -5% | 46k | 24.87 | |
Amgen (AMGN) | 0.0 | $1.1M | -71% | 5.0k | 225.12 | |
Ishares S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW) | 0.0 | $1.1M | NEW | 13k | 83.67 | |
Anthem (ANTM) | 0.0 | $1.1M | -9% | 2.4k | 464.68 | |
Netflix (NFLX) | 0.0 | $1.1M | 1.8k | 602.51 | ||
BP Adr (6 Ord) (BP) | 0.0 | $1.1M | -5% | 41k | 26.63 | |
Delta Air Lines (DAL) | 0.0 | $1.1M | -6% | 28k | 39.09 | |
Colgate-Palmolive Company (CL) | 0.0 | $1.1M | -19% | 13k | 85.32 | |
At&t (T) | 0.0 | $1.1M | -58% | 43k | 24.59 | |
Alnylam Pharmaceuticals (ALNY) | 0.0 | $1.1M | 6.2k | 169.52 | ||
Canadian Pacific Railway (CP) | 0.0 | $1.0M | -37% | 15k | 71.97 | |
Ishares Trust Core S&p Total Us Stk Mkt S&p Total Us Stk Mkt (ITOT) | 0.0 | $1.0M | NEW | 9.7k | 107.00 | |
Exponent (EXPO) | 0.0 | $1.0M | 8.8k | 116.70 | ||
Ally Financial (ALLY) | 0.0 | $1.0M | -44% | 21k | 47.68 | |
Jabil Circuit (JBL) | 0.0 | $1.0M | -13% | 14k | 70.46 | |
Toyota Mtr Corp Adr (10 Ord) (TM) | 0.0 | $1.0M | -9% | 5.5k | 186.54 | |
Novo-nordisk As Adr (1 Ord B) (NVO) | 0.0 | $1.0M | -57% | 9.0k | 112.40 | |
Weyerhaeuser Company (WY) | 0.0 | $1.0M | -5% | 25k | 41.24 | |
PG&E Corporation (PCG) | 0.0 | $1.0M | -2% | 84k | 12.14 | |
Spdr Ser Tr Spdr Bbg Inv Gr Floa (FLRN) | 0.0 | $995k | NEW | 33k | 30.60 | |
Southwest Airlines (LUV) | 0.0 | $987k | -47% | 23k | 42.83 | |
Automatic Data Processing (ADP) | 0.0 | $970k | -28% | 3.9k | 246.63 | |
Blackstone Group Inc Com Cl A (BX) | 0.0 | $966k | 7.5k | 129.39 | ||
Sony Grp Corporation Adr (1 Ord) (SONY) | 0.0 | $959k | -78% | 7.5k | 127.26 | |
SYSCO Corporation (SYY) | 0.0 | $953k | -59% | 12k | 78.61 | |
Tyson Foods Class A (TSN) | 0.0 | $951k | -21% | 11k | 87.41 | |
Invesco (IVZ) | 0.0 | $944k | 41k | 23.02 | ||
Asml Hlds Nv Ny Eur0.09 Ny Reg 2012 (ASML) | 0.0 | $943k | NEW | 1.2k | 797.80 | |
Alibaba Group Hldg Spn Ads 8 Ord Shs (BABA) | 0.0 | $936k | -53% | 7.9k | 118.78 | |
Best Buy (BBY) | 0.0 | $933k | -53% | 9.2k | 101.58 | |
Berkshire Hathaway Class A (BRK.A) | 0.0 | $901k | 2.00 | 450500.00 | ||
Fidelity National Information Services (FIS) | 0.0 | $878k | -46% | 8.0k | 109.16 | |
Barclays Adr (4 Ord) (BCS) | 0.0 | $873k | -36% | 84k | 10.35 | |
Entegris (ENTG) | 0.0 | $853k | 6.2k | 138.63 | ||
China Pete & Chem Sp Adr (h Shs) (SNP) | 0.0 | $849k | -36% | 18k | 46.61 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $824k | 5.2k | 159.63 | ||
Bank Of Montreal Cadcom (BMO) | 0.0 | $814k | -7% | 7.5k | 108.00 | |
Essex Ppty Tr Reit (ESS) | 0.0 | $810k | NEW | 2.3k | 352.02 | |
Sunopta (STKL) | 0.0 | $802k | -14% | 115k | 6.95 | |
Duke Energy (DUK) | 0.0 | $792k | -25% | 7.5k | 105.31 | |
Teradyne (TER) | 0.0 | $789k | -2% | 4.8k | 163.59 | |
Alliance Data Systems Corporation (ADS) | 0.0 | $788k | -5% | 12k | 66.63 | |
Lam Research Corporation (LRCX) | 0.0 | $777k | 1.1k | 720.11 | ||
Block com CL A (SQ) | 0.0 | $776k | 4.8k | 161.60 | ||
Carrier Global Corp Com Usd0.01 Wi (CARR) | 0.0 | $750k | -40% | 14k | 54.27 | |
Sanofi Sponsored Adr (SNY) | 0.0 | $748k | -44% | 15k | 50.09 | |
Mitsubishi Ufj Finl Adr (1 Ord) (MUFG) | 0.0 | $741k | -38% | 136k | 5.46 | |
Pulte (PHM) | 0.0 | $733k | -24% | 13k | 57.22 | |
DTE Energy Company (DTE) | 0.0 | $730k | 6.1k | 119.50 | ||
Novartis Adr (1 Ord) (NVS) | 0.0 | $727k | -39% | 8.3k | 87.90 | |
Honda Motor Adr (1 Ord) (HMC) | 0.0 | $719k | -6% | 25k | 28.49 | |
Dollar Tree (DLTR) | 0.0 | $706k | -18% | 5.0k | 140.47 | |
Intuitive Surgical (ISRG) | 0.0 | $706k | 2.0k | 359.47 | ||
Royal Dutch Shell Spon Adr B Spon Adr B | 0.0 | $703k | 16k | 43.32 | ||
Ecolab (ECL) | 0.0 | $701k | 3.0k | 234.45 | ||
Ishares Inc Msci Sweden Capped E Msci Sweden Capped E (EWD) | 0.0 | $701k | NEW | 15k | 46.40 | |
Ametek (AME) | 0.0 | $684k | 4.6k | 147.13 | ||
HP com USD0.01 (HPQ) | 0.0 | $682k | -63% | 18k | 37.69 | |
Ishares Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) | 0.0 | $675k | NEW | 2.2k | 305.71 | |
CarMax (KMX) | 0.0 | $662k | 5.1k | 130.26 | ||
FMC Corporation (FMC) | 0.0 | $649k | 5.9k | 109.91 | ||
Laboratory Corp. of America Holdings (LH) | 0.0 | $623k | -12% | 2.0k | 314.17 | |
Valley National Ban (VLY) | 0.0 | $617k | 45k | 13.76 | ||
Ishares Inc Msci Italy Capped Et Msci Italy Capped Et (EWI) | 0.0 | $609k | NEW | 19k | 32.85 | |
Keysight Technologies (KEYS) | 0.0 | $607k | -77% | 2.9k | 206.53 | |
Corteva (CTVA) | 0.0 | $606k | 13k | 47.30 | ||
Raymond James Financial (RJF) | 0.0 | $603k | 6.0k | 100.40 | ||
Vanguard Index Tr Total Stock Market (VTI) | 0.0 | $599k | NEW | 2.5k | 241.63 | |
Old Republic International Corporation (ORI) | 0.0 | $585k | 24k | 24.58 | ||
Regeneron Pharmaceuticals (REGN) | 0.0 | $565k | -2% | 894.00 | 631.99 | |
Baxter International (BAX) | 0.0 | $562k | -66% | 6.5k | 85.81 | |
Lowe's Companies (LOW) | 0.0 | $540k | -14% | 2.1k | 258.99 | |
Ishares Rus 1000 Etf Rus 1000 Etf (IWB) | 0.0 | $539k | NEW | 2.0k | 264.60 | |
Skyworks Solutions (SWKS) | 0.0 | $536k | -70% | 3.5k | 155.09 | |
Biogen Idec (BIIB) | 0.0 | $523k | -45% | 2.2k | 240.13 | |
Ishares Inc Msci Spain Etf Msci Spain Etf (EWP) | 0.0 | $508k | NEW | 19k | 26.31 | |
Northern Trust Corporation (NTRS) | 0.0 | $504k | 4.2k | 119.72 | ||
Vale Adr (1 Ord) (VALE) | 0.0 | $501k | -7% | 36k | 14.03 | |
Pimco Enhanced Short Maturity Active Etf (MINT) | 0.0 | $495k | NEW | 4.9k | 101.60 | |
Ensign (ENSG) | 0.0 | $481k | 5.7k | 84.02 | ||
Moody's Corporation (MCO) | 0.0 | $473k | -12% | 1.2k | 391.23 | |
Twitter (TWTR) | 0.0 | $471k | -2% | 11k | 43.23 | |
Cirrus Logic (CRUS) | 0.0 | $469k | -6% | 5.1k | 91.96 | |
Ishares Msci Germany Etf Msci Germany Etf (EWG) | 0.0 | $462k | NEW | 14k | 32.79 | |
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA) | 0.0 | $458k | NEW | 6.1k | 74.62 | |
Ishares S&p 500 Val Etf S&p 500 Val Etf (IVE) | 0.0 | $440k | NEW | 2.8k | 156.75 | |
Ishares Tr Core Div Grwth Core Div Grwth (DGRO) | 0.0 | $415k | NEW | 7.5k | 55.53 | |
Direxion Shs Tr Etf Dly Fin Bull New (FAS) | 0.0 | $414k | NEW | 3.2k | 130.60 | |
W.R. Berkley Corporation (WRB) | 0.0 | $397k | 4.8k | 82.47 | ||
Mondelez Int (MDLZ) | 0.0 | $394k | 5.9k | 66.25 | ||
Huntington Ingalls Inds (HII) | 0.0 | $374k | -63% | 2.0k | 186.91 | |
Gilead Sciences (GILD) | 0.0 | $363k | -5% | 5.0k | 72.60 | |
Morningstar (MORN) | 0.0 | $346k | 1.0k | 341.90 | ||
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) | 0.0 | $328k | NEW | 4.2k | 78.79 | |
Nio Spon Adr 1 Ord Shs (NIO) | 0.0 | $323k | -8% | 10k | 31.67 | |
Deere & Company (DE) | 0.0 | $323k | 940.00 | 343.62 | ||
Ishares Inc Msci Cda Index Msci Cda Index (EWC) | 0.0 | $302k | NEW | 7.8k | 38.49 | |
Prologis (PLD) | 0.0 | $298k | 1.8k | 168.17 | ||
Lennox International (LII) | 0.0 | $296k | 912.00 | 324.56 | ||
Twilio com CLASS A (TWLO) | 0.0 | $292k | -80% | 1.1k | 263.06 | |
Hewlett Packard Entr com USD0.01 (HPE) | 0.0 | $288k | 18k | 15.78 | ||
Hilton Worldwide Holdings (HLT) | 0.0 | $285k | -94% | 1.9k | 151.76 | |
Schwab Strategic T Us Dividend Equty Et (SCHD) | 0.0 | $282k | NEW | 3.5k | 80.73 | |
Motorola Solutions (MSI) | 0.0 | $281k | -79% | 1.0k | 272.02 | |
Ishares Inc Msci Russia Capped E Msci Russia Capped E (ERUS) | 0.0 | $280k | NEW | 6.5k | 42.87 | |
Illinois Tool Works (ITW) | 0.0 | $279k | 1.1k | 247.12 | ||
Vanguard Index Tr Growth (VUG) | 0.0 | $277k | NEW | 862.00 | 321.35 | |
Ishares Msci France Etf Msci France Etf (EWQ) | 0.0 | $276k | NEW | 7.1k | 38.99 | |
Lockheed Martin Corporation (LMT) | 0.0 | $265k | -48% | 744.00 | 356.18 | |
CenterPoint Energy (CNP) | 0.0 | $264k | 9.5k | 27.90 | ||
Spdr Series Trust Spdr Prt S&p 500 Etf (SPLG) | 0.0 | $262k | NEW | 4.7k | 55.80 | |
Caredx (CDNA) | 0.0 | $260k | 5.7k | 45.42 | ||
Criteo Ads Repr 1 Ord Spons (CRTO) | 0.0 | $249k | -24% | 6.4k | 38.91 | |
Air Lease Corp (AL) | 0.0 | $248k | 5.6k | 44.14 | ||
Ishares Inc Msci Taiwan Etf Msci Taiwan Etf (EWT) | 0.0 | $236k | NEW | 3.5k | 66.97 | |
Diageo P L C Sp Adr (4 Ord) (DEO) | 0.0 | $227k | -3% | 1.0k | 220.39 | |
Ishares Tr Esg Aware Msci Usa Esg Aware Msci Usa (ESGU) | 0.0 | $226k | NEW | 2.1k | 107.93 | |
Ishares Tr S&p 100 Index S&p 100 Index (OEF) | 0.0 | $215k | NEW | 982.00 | 218.94 | |
Southern Company (SO) | 0.0 | $213k | -5% | 3.1k | 68.49 | |
Vanguard Index Tr Lrg Cap (VV) | 0.0 | $211k | NEW | 953.00 | 221.41 | |
Ishares Rus 1000 Val Etf Rus 1000 Val Etf (IWD) | 0.0 | $210k | NEW | 1.2k | 168.27 | |
Western Digital (WDC) | 0.0 | $208k | -3% | 3.2k | 65.20 | |
Docusign (DOCU) | 0.0 | $208k | 1.4k | 152.60 | ||
Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV) | 0.0 | $200k | NEW | 2.5k | 80.91 | |
Trevena com USD0.001 (TRVN) | 0.0 | $9.0k | 15k | 0.60 |
Past Filings by Connectus Wealth
SEC 13F filings are viewable for Connectus Wealth going back to 2021
- 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