⏳
Showing Q1 2024 data
Connectus Wealth, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Connectus Wealth, LLC
•CIK: 1857493•Filing: Q1 2024
**Connectus Wealth, LLC** manages $3.7B across a diversified portfolio of 386 positions. The fund exhibits a significant concentration in mega-cap technology and consumer staples, with top holdings including AAPL at $243.0M and AMZN at $230.1M. Further notable allocations include MSFT ($115.9M), GOOG ($111.0M), and MA ($110.9M). This structure suggests a core focus on established, market-leading growth and defensive sectors.
Total AUM
$3.7B
QoQ Performance
-25.1%
Positions
375
Top 10 Concentration
36.4%
Latest Filing
Q1 2024
Top Holdings Allocation
AAPL
AMZN
AAPL6.6%
AMZN6.3%
MSFT3.2%
GOOG3.0%
MA3.0%
COST2.8%
TMO2.8%
GOOGL2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.8%
Technology24.4%
Consumer11.9%
Financial8.7%
Healthcare5.5%
Industrial3.3%
ETF2.3%
Energy1.8%
🚪 Exited Positionssold since Q4 2023
+308 more exited positions
Changes from Q4 2023
NEW11 new positions
↑82 increased
↓107 decreased
Historical Filings
Q1 2024Q4 2023