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Home > Institutional Investor > Connectus Wealth, Llc > Profile

Instuitional Investor - Connectus Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Connectus Wealth, Llc
Portfolio Value $3,655,299,289
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,650,790 $242,961,633 6.65%
2.
Amazon Com Inc
 AMZN 1,632,232 $230,067,022 6.29%
3.
Microsoft Corp
 MSFT 428,145 $115,865,280 3.17%
4.
Alphabet Inc.
 GOOGL 1,201,196 $110,973,118 3.04%
5.
Mastercard Inc
 MA 307,142 $110,856,626 3.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)