Connectus Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Cincinnati, OH
CIK
0001857493
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 412 3,655,299 AAPL, AMZN, MSFT, GOOG 13F-HR 5/14/2024 000176538024000228
Q4 2023 537 4,882,233 AAPL, SPY, MSFT, AMZN 13F-HR 2/14/2024 000176538024000142
Q3 2023 513 4,491,313 AAPL, MSFT, SPY, AMZN 13F-HR 11/13/2023 000176538023000226
Q2 2023 475 4,344,650 AAPL, MSFT, AMZN, MA 13F-HR 8/14/2023 000176538023000180
Q1 2023 462 4,064,247 AAPL, MSFT, MA, TMO 13F-HR 5/11/2023 000176538023000120
Q4 2022 457 4,231,158 AAPL, MSFT, MA, AMZN 13F-HR 2/7/2023 000176538023000028
Q3 2022 515 4,797,812 AAPL, MSFT, AMZN, GOOG 13F-HR 11/10/2022 000176538022000165
Q2 2022 449 4,379,809 AAPL, MSFT, AMZN, GOOG 13F-HR 8/8/2022 000176538022000125
Q1 2022 359 3,160,018 AAPL, MSFT, AMZN, IVV 13F-HR 5/6/2022 000176538022000067
Q4 2021 331 2,583,253 AAPL, MSFT, AMZN, META 13F-HR 2/9/2022 000185749322000001
Q3 2021 32 893,905 GOOG, MSFT, AMZN, META 13F-HR 11/3/2021 000185749321000002
Q2 2021 33 890,527 GOOG, AMZN, MSFT, META 13F-HR 8/11/2021 000176538021000084
Q1 2021 33 834,433 GOOG, AMZN, MSFT, META 13F-HR 4/29/2021 000185749321000001