Connectus Wealth, LLC Sells in Q1 2024

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
BBY
Best Buy CO Inc

Consumer Cyclical
-2.87K
- 11.13%
$70.94 - $82.03 $203K - $235K
22.9K $1.88M
EQT
Eqt Corp

Energy
-2.31K
- 9.96%
$32.96 - $38.92 $76.1K - $89.9K
20.9K $773K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.98K
- 16.24%
$50.77 - $58.11 $304K - $347K
30.8K $1.79M
CHCT
Community Healthcare Trust Inc

Real Estate
-2.92K
- 0.59%
$24.98 - $27.92 $72.9K - $81.4K
493K $13.1M
MRO
Marathon Oil Corp

Energy
-6.12K
- 44.72%
$22.15 - $28.34 $135K - $173K
7.56K $214K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-2.3K
- 26.22%
$47.95 - $48.49 $110K - $112K
6.48K $312K
NTRS
Northern Trust Corp

Financial Services
-1.78K
- 12.2%
$77.47 - $88.92 $138K - $158K
12.8K $1.14M
EFX
Equifax Inc

Industrials
-569
- 17.8%
$233.03 - $273.59 $133K - $156K
2.63K $703K
CME
Cme Group Inc.

Financial Services
-721
- 4.53%
$196.4 - $221.35 $142K - $160K
15.2K $3.27M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.01K
- 11.41%
$171.09 - $186.81 $173K - $189K
7.88K $1.47M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-500
- 9.26%
$45.68 - $62.21 $22.8K - $31.1K
4.9K $251K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-2.53K
- 28.33%
$30.98 - $36.93 $78.4K - $93.4K
6.4K $235K
VGSH
Vanguard

ETFs
-717
- 4.93%
$57.88 - $58.54 $41.5K - $42K
13.8K $803K
HSBC
Hsbc Holdings PLC

Financial Services
-516
- 2.69%
$37.13 - $41.43 $19.2K - $21.4K
18.6K $733K
KEY
Keycorp

Financial Services
-21.6K
- 10.17%
$13.2 - $15.81 $286K - $342K
191K $3.02M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-5.09K
- 10.49%
$34.62 - $38.47 $176K - $196K
43.4K $1.67M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-8.8K
- 8.65%
$13.97 - $14.86 $123K - $131K
92.9K $1.38M
ECL
Ecolab Inc.

Basic Materials
-1.22K
- 15.75%
$195.25 - $231.76 $237K - $282K
6.5K $1.5M
ZBRA
Zebra Technologies Corp

Technology
-336
- 12.7%
$239.17 - $301.44 $80.4K - $101K
2.31K $696K
HPQ
Hp Inc

Technology
-1.1K
- 2.23%
$27.95 - $31.0 $30.9K - $34.2K
48.5K $1.47M
CCI
Crown Castle International Corp

Real Estate
-10
- 0.37%
$101.93 - $116.62 $1.02K - $1.17K
2.66K $281K
GD
General Dynamics Corp

Industrials
-311
- 11.37%
$249.34 - $282.55 $77.5K - $87.9K
2.43K $685K
WSO
Watsco Inc

Industrials
-75
- 3.46%
$377.91 - $439.5 $28.3K - $33K
2.09K $902K
CRUS
Cirrus Logic, Inc.

Technology
-657
- 16.85%
$76.7 - $94.26 $50.4K - $61.9K
3.24K $300K
TJX
Tjx Companies Inc

Consumer Cyclical
-11.4K
- 7.63%
$91.7 - $101.42 $1.04M - $1.16M
138K $14M
ENB
Enbridge Inc

Energy
-2.1K
- 0.57%
$33.33 - $37.21 $70.1K - $78.3K
368K $13.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
-550
- 9.35%
$161.84 - $179.11 $89K - $98.5K
5.33K $954K
DD
Du Pont De Nemours, Inc.

Basic Materials
-189
- 3.01%
$61.21 - $77.51 $11.6K - $14.6K
6.09K $467K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-654
- 7.53%
$48.96 - $53.42 $32K - $34.9K
8.03K $428K
DEO
Diageo PLC

Consumer Defensive
-140
- 2.48%
$137.5 - $154.69 $19.3K - $21.7K
5.51K $819K
FFNTF
4 Front Ventures Corp.

Healthcare
-29.9K
- 44.06%
$0.07 - $0.13 $2.09K - $3.88K
37.9K $4K
CF
Cf Industries Holdings, Inc.

Basic Materials
-2.21K
- 4.49%
$74.97 - $86.29 $166K - $191K
47K $3.91M
OKE
Oneok Inc

Energy
-2.14K
- 12.44%
$67.94 - $80.17 $145K - $171K
15.1K $1.21M
Atlassian Corp Class A
-316
- 17.21%
N/A
1.52K $0
Spdr S&P Oilgas Exp ETF
-149
- 9.16%
N/A
1.48K $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
-18.6K
- 4.61%
N/A
386K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-56.9K
- 6.37%
N/A
836K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-759
- 4.45%
N/A
16.3K $0
Veralto Corp Com.
-15.4K
- 68.91%
N/A
6.94K $0
Iron Mountain Inc Com
-2.66K
- 7.96%
N/A
30.7K $0
Invesco S&P Small Cap Energy Et
-6K
- 59.76%
N/A
4.04K $0
Invesco Exchange Traded Fd Tr Ftse Rafi 1000 ETF
-9.7K
- 5.78%
N/A
158K $0
Invesco Exchange Traded Fd Tr S&P500 Eql Wgt ETF
-2.73K
- 5.0%
N/A
51.9K $0
Spdr Series Trust Spdr Bloombe Rg ETF
-4.63K
- 14.12%
N/A
28.2K $0
DTE
Dte Energy CO

Utilities
-11
- 0.31%
$102.36 - $112.95 $1.13K - $1.24K
3.59K $402K
DVN
Devon Energy Corp

Energy
-2.33K
- 9.26%
$40.69 - $50.18 $94.8K - $117K
22.8K $1.15M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-245
- 5.1%
$42.49 - $47.46 $10.4K - $11.6K
4.56K $216K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-150
- 2.81%
$87.05 - $102.89 $13.1K - $15.4K
5.18K $491K
SCHW
Schwab Charles Corp

Financial Services
-99
- 1.39%
$61.89 - $72.38 $6.13K - $7.17K
7.03K $508K
Activity Summary
Buys All Purchases 159 New Holdings 36 Increased Positions 123 Sells All Sells 195 Reductions 195 Sold out 0 Options Calls 0 Puts 0
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