$4.49 Billion is the total value of Connectus Wealth, LLC's 530 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 32.1% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $221,814,432 | -23.4% | 1,319,762 | -13.0% | 4.94% | -25.9% |
MSFT | Sell | Microsoft Corp | $188,553,614 | -9.8% | 612,386 | -3.0% | 4.20% | -12.8% |
SPY | Buy | S&P 500 ETF | $168,161,271 | +52.3% | 393,342 | +58.0% | 3.74% | +47.3% |
AMZN | Buy | AMAZON COM INC | $154,970,247 | +5.8% | 1,255,340 | +7.9% | 3.45% | +2.3% |
MA | Sell | MASTERCARD INC | $118,582,895 | -6.6% | 306,939 | -7.1% | 2.64% | -9.7% |
GOOG | Sell | ALPHABET INC C | $95,473,782 | +5.4% | 772,666 | -3.3% | 2.13% | +2.0% |
TMO | Sell | Thermo Fisher Scientific | $91,339,743 | -7.0% | 180,451 | -4.1% | 2.03% | -10.0% |
IVV | Buy | iShares Core S&P 500 ETF | $89,912,934 | +14.0% | 209,102 | +18.3% | 2.00% | +10.3% |
COST | Sell | Costco Wholesale Co | $88,389,940 | +1.5% | 156,624 | -3.3% | 1.97% | -1.8% |
MBB | Sell | ISHARES TR | $83,310,473 | -8.2% | 937,527 | -3.5% | 1.86% | -11.2% |
GOOGL | Buy | ALPHABET INC A | $83,173,491 | +13.1% | 635,584 | +3.4% | 1.85% | +9.4% |
JPM | Buy | JPMorgan Chase | $81,905,013 | -0.2% | 564,700 | +0.1% | 1.82% | -3.4% |
UNH | Sell | UNITEDHEALTH GROUP | $74,784,333 | -4.3% | 148,244 | -8.7% | 1.66% | -7.4% |
JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETF | $61,617,707 | +21.2% | 1,227,891 | +21.1% | 1.37% | +17.3% |
SPHQ | Buy | INVESCO EXCHANGETRAD | $58,393,586 | +98.1% | 1,166,416 | +99.8% | 1.30% | +91.7% |
SHY | Sell | ISHARES | $47,246,089 | -2.5% | 582,842 | -2.3% | 1.05% | -5.7% |
INTU | Buy | INTUIT | $46,220,625 | +13.5% | 90,092 | +1.8% | 1.03% | +9.8% |
AMD | Sell | ADV MICRO DEVICES | $45,669,787 | -17.1% | 444,168 | -8.1% | 1.02% | -19.8% |
TW | Sell | Tradeweb Markets Inc | $44,898,903 | +16.7% | 559,837 | -0.4% | 1.00% | +12.9% |
New | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | $42,146,592 | – | 847,508 | +100.0% | 0.94% | – | |
HON | Sell | Honeywell Intl Inc | $40,628,992 | -23.9% | 219,872 | -14.5% | 0.90% | -26.4% |
QQQ | Buy | INVESCO QQQ TR | $40,426,794 | +731.5% | 112,835 | +757.6% | 0.90% | +703.6% |
HD | Sell | Home Depot Inc | $40,365,287 | -12.8% | 133,472 | -10.4% | 0.90% | -15.6% |
IEI | Sell | ISHARES | $35,675,794 | -13.3% | 314,662 | -11.7% | 0.79% | -16.2% |
CMCSA | Buy | COMCAST CORP | $35,212,916 | +22.0% | 794,149 | +14.3% | 0.78% | +18.1% |
CVX | Buy | CHEVRON CORP | $34,849,380 | +17.6% | 206,663 | +9.7% | 0.78% | +13.8% |
WDAY | Sell | Workday Inc | $33,705,883 | -6.7% | 156,881 | -1.9% | 0.75% | -9.7% |
BLK | Sell | Blackrock Inc Com | $33,464,262 | -12.4% | 51,763 | -6.4% | 0.74% | -15.2% |
FB | Sell | Meta Platforms Inc | $33,444,622 | -21.6% | 123,672 | -23.4% | 0.74% | -24.1% |
ADBE | Sell | ADOBE INC | $33,098,296 | -48.7% | 64,908 | -50.8% | 0.74% | -50.3% |
AON | New | Aon PLC | $32,473,551 | – | 100,159 | +100.0% | 0.72% | – |
EOG | Buy | EOG RESOURCES INC | $31,527,963 | +11.4% | 248,722 | +0.6% | 0.70% | +7.8% |
CRM | Sell | SALESFORCE COM | $31,485,073 | -5.4% | 155,263 | -1.4% | 0.70% | -8.5% |
CI | Sell | THE CIGNA GROUP | $30,832,194 | -0.7% | 107,282 | -2.7% | 0.69% | -3.9% |
EWJ | Buy | ISHARES MSCI JAPAN ETF | $30,501,440 | +26.0% | 505,555 | +29.4% | 0.68% | +21.9% |
TFLO | Buy | ISHARES TR | $29,607,385 | +42.3% | 583,087 | +42.1% | 0.66% | +37.6% |
SYK | Sell | Stryker Corp | $28,237,749 | -11.6% | 103,331 | -1.3% | 0.63% | -14.4% |
IGSB | Sell | ISHARES TR | $27,380,287 | -27.2% | 548,778 | -26.7% | 0.61% | -29.5% |
STZ | Sell | Constellation Brands | $26,928,502 | -0.4% | 107,144 | -2.5% | 0.60% | -3.5% |
TMUS | Sell | T-MOBILE US INC | $26,760,550 | -1.4% | 191,073 | -2.2% | 0.60% | -4.6% |
IXC | Sell | IShr S&P Global Energy | $24,984,127 | -0.8% | 605,529 | -10.5% | 0.56% | -4.1% |
CB | Buy | CHUBB LIMITED | $24,934,985 | +12.0% | 119,418 | +3.5% | 0.56% | +8.2% |
BP | Sell | BP PLC | $24,549,667 | +3.5% | 633,468 | -5.7% | 0.55% | +0.2% |
BKLN | Sell | INVESCO EXCHNG TRADE | $23,796,486 | -3.5% | 1,133,108 | -3.3% | 0.53% | -6.7% |
NOW | Sell | SERVICENOW INC | $23,748,004 | -1.7% | 42,486 | -1.2% | 0.53% | -4.9% |
TSLA | Buy | TESLA INC | $23,540,841 | +11.8% | 94,075 | +17.0% | 0.52% | +8.0% |
IJH | Sell | IShr S&P MidCap | $23,198,156 | -15.4% | 92,641 | -11.3% | 0.52% | -18.1% |
XOM | Buy | Exxon Mobil Corp | $22,859,204 | +35.4% | 194,399 | +23.5% | 0.51% | +30.8% |
SYY | Buy | SYSCO CORP | $22,373,514 | +354.6% | 338,729 | +410.8% | 0.50% | +340.7% |
ROP | Sell | Roper Technologies Inc | $22,318,044 | -0.1% | 46,085 | -0.8% | 0.50% | -3.3% |
MUB | Sell | IShr S&P Natl Muni Bd Fd | $21,488,971 | -7.6% | 208,906 | -3.8% | 0.48% | -10.7% |
VTV | Buy | VANGUARD INDEX TR | $21,470,414 | +7694.5% | 155,660 | +7936.1% | 0.48% | +7866.7% |
SGOV | New | ISHARES 0-3 MONTH TREASURY BOND ETF | $20,749,321 | – | 206,112 | +100.0% | 0.46% | – |
KMB | Buy | KIMBERLY CLARK CORP | $20,768,475 | +3207.6% | 171,851 | +3678.6% | 0.46% | +3200.0% |
DHR | Sell | Danaher Corp | $20,659,768 | -5.6% | 83,266 | -8.7% | 0.46% | -8.7% |
ACN | Sell | ACCENTURE PLC | $20,563,065 | -3.5% | 70,812 | -3.1% | 0.46% | -6.7% |
BABA | Sell | ALIBABA GROUP HLDG | $20,185,415 | -1.8% | 232,706 | -5.7% | 0.45% | -5.1% |
New | BONDBLOXX BLOOMBERG TWO YEAR TARGET DURATION US TREASURY ETF | $20,124,795 | – | 411,550 | +100.0% | 0.45% | – | |
PEG | New | PUBLIC SVC ENTERPR | $19,824,875 | – | 347,721 | +100.0% | 0.44% | – |
PEP | Buy | PEPSICO INC | $19,211,923 | -8.5% | 113,380 | +0.0% | 0.43% | -11.4% |
FSV | Buy | FirstService Corp | $18,832,294 | -4.2% | 129,396 | +1.4% | 0.42% | -7.5% |
RTX | Sell | RTX Corporation | $18,615,688 | -27.5% | 258,659 | -1.3% | 0.41% | -29.9% |
FTEC | Buy | FIDELITY COVINGTON T | $18,298,852 | +10.5% | 148,702 | +17.4% | 0.41% | +6.8% |
CVS | Sell | CVS Health Corp | $18,192,297 | -55.0% | 260,353 | -55.4% | 0.40% | -56.5% |
DIS | Sell | Walt Disney Co | $17,951,272 | -33.3% | 221,480 | -26.5% | 0.40% | -35.4% |
EA | New | ELECTRONIC ARTS INC | $17,543,980 | – | 145,702 | +100.0% | 0.39% | – |
RCL | New | ROYAL CARIBBEAN | $17,281,594 | – | 187,558 | +100.0% | 0.38% | – |
VYMI | New | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $17,047,843 | – | 275,454 | +100.0% | 0.38% | – |
APH | Sell | AMPHENOL CORPORATION | $16,949,139 | -3.5% | 201,590 | -2.5% | 0.38% | -6.7% |
SPSB | Buy | SPDR Portfolio Short Term Corp | $16,786,385 | +52.7% | 572,348 | +53.2% | 0.37% | +47.8% |
IJR | Buy | IShr S&P Sm Cap | $16,323,467 | +62.8% | 172,979 | +72.1% | 0.36% | +57.1% |
LMT | Sell | LOCKHEED MARTIN CORP | $15,864,560 | -11.3% | 38,788 | -0.2% | 0.35% | -14.3% |
GLD | Buy | SPDR GOLD ETF | $15,687,444 | +412.5% | 91,499 | +432.9% | 0.35% | +398.6% |
EZU | Sell | ISHARES INC | $15,339,991 | -42.9% | 362,812 | -38.1% | 0.34% | -44.7% |
NVDA | Buy | NVIDIA CORP | $15,043,238 | +40.6% | 34,576 | +36.8% | 0.34% | +36.2% |
FNDF | Buy | Schwab Fundamental Intl Lrg Co | $15,033,654 | +772.8% | 474,697 | +789.9% | 0.34% | +737.5% |
CHCT | Sell | Community Healthcare Trust Inc | $14,907,588 | -14.2% | 501,939 | -4.6% | 0.33% | -17.0% |
NFLX | Sell | NETFLIX INC | $14,921,376 | -45.3% | 39,512 | -36.1% | 0.33% | -47.0% |
IGIB | Sell | ISHARES TR | $14,760,325 | -70.6% | 303,028 | -69.4% | 0.33% | -71.5% |
IEF | Sell | ISHARES | $14,131,503 | -9.3% | 153,736 | -4.5% | 0.32% | -12.3% |
JEPI | New | JPMORGAN EQUITY PREMIUM INCOME ETF | $14,156,385 | – | 264,309 | +100.0% | 0.32% | – |
BRKB | Buy | BERKSHIRE HATHAWAY B | $13,935,915 | +29.5% | 43,296 | +23.1% | 0.31% | +25.0% |
EXPE | Sell | EXPEDIA GROUP INC | $13,651,931 | -10.9% | 132,451 | -5.4% | 0.30% | -13.9% |
IEMG | Sell | ISHARES INC | $13,416,259 | -31.4% | 281,558 | -29.0% | 0.30% | -33.6% |
MPC | Sell | MARATHON PETE CORP COM | $13,327,536 | +13.7% | 87,936 | -12.4% | 0.30% | +10.0% |
IXUS | Sell | IShares Total International | $13,213,877 | -6.2% | 220,268 | -2.1% | 0.29% | -9.3% |
LRCX | Sell | LAM RESEARCH CORP | $12,844,688 | -4.1% | 20,489 | -1.6% | 0.29% | -7.1% |
ENB | Buy | Enbridge Inc | $12,336,159 | -9.8% | 371,683 | +1.0% | 0.28% | -12.7% |
RSP | Buy | INVESCO EXCHANGETRAD | $12,252,218 | +3287.2% | 86,466 | +3487.8% | 0.27% | +3312.5% |
MO | Sell | Altria Group | $12,196,333 | -60.4% | 289,837 | -57.3% | 0.27% | -61.6% |
FTV | Sell | Fortive Corporation | $12,171,065 | -1.5% | 164,119 | -0.7% | 0.27% | -4.6% |
XLE | New | ENERGY SELECT SECTOR SPDR | $12,134,612 | – | 134,243 | +100.0% | 0.27% | – |
HYG | Buy | ISHARES TR | $11,921,620 | -1.6% | 161,702 | +0.2% | 0.26% | -5.0% |
POOL | Sell | Pool Corporation | $11,802,578 | -14.6% | 33,144 | -10.2% | 0.26% | -17.3% |
SCHF | Sell | Schwab Intl Eq | $11,345,730 | -16.3% | 334,091 | -12.2% | 0.25% | -18.9% |
SPLG | Buy | SPDR PORTFOLIO S&P 500 ETF | $11,142,862 | +4036.8% | 221,704 | +4189.9% | 0.25% | +4033.3% |
ETN | Sell | EATON CORPORATION | $11,049,347 | +4.5% | 51,803 | -1.4% | 0.25% | +1.2% |
PGR | Buy | PROGRESSIVE CORP | $10,799,635 | +6.7% | 77,526 | +1.4% | 0.24% | +3.0% |
STWD | Sell | Starwood Ppty Trust | $10,588,243 | -1.2% | 547,196 | -0.9% | 0.24% | -4.5% |
SPYD | New | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $10,566,741 | – | 301,304 | +100.0% | 0.24% | – |
ABBV | Buy | ABBVIE INC | $10,388,105 | +31.5% | 69,530 | +18.9% | 0.23% | +26.9% |
FCX | Sell | Freeport-McMoran Cpr&Gld | $10,326,086 | -15.5% | 276,913 | -9.4% | 0.23% | -18.1% |
VHT | New | VANGUARD HEALTH CARE ETF | $10,262,578 | – | 43,652 | +100.0% | 0.23% | – |
RDIV | New | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | $9,872,963 | – | 265,419 | +100.0% | 0.22% | – |
LNG | Buy | Cheniere Energy | $9,643,903 | +27.4% | 57,996 | +17.0% | 0.22% | +23.6% |
CSCO | Buy | CISCO SYS INC | $9,311,766 | +11.9% | 173,074 | +7.6% | 0.21% | +7.8% |
VOO | Sell | VANGUARD S&P 500 ETF | $9,168,315 | -13.3% | 23,347 | -10.1% | 0.20% | -16.0% |
AMAT | Buy | APPLIED MATERIALS | $9,091,688 | +41.8% | 65,645 | +48.0% | 0.20% | +36.5% |
MDLZ | Sell | MONDELEZ INTL INC | $9,043,914 | -9.0% | 130,312 | -4.4% | 0.20% | -12.2% |
ROK | Buy | ROCKWELL AUTOMATION | $8,892,574 | +343.1% | 31,105 | +410.7% | 0.20% | +330.4% |
DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETF | $8,890,143 | +2420.4% | 179,488 | +2522.9% | 0.20% | +2375.0% |
EWU | Sell | ISHARES TR | $8,787,980 | -6.0% | 277,397 | -3.9% | 0.20% | -8.8% |
ADI | Buy | ANALOG DEVICES INC | $8,824,291 | -10.1% | 50,393 | +0.1% | 0.20% | -13.3% |
IGLB | Sell | ISHARES | $8,746,052 | -24.8% | 185,178 | -17.8% | 0.20% | -27.2% |
PTH | Buy | Invesco DWA Healthcare | $8,677,643 | -49.9% | 258,417 | +81.9% | 0.19% | -51.5% |
FYLD | New | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF | $8,649,768 | – | 360,708 | +100.0% | 0.19% | – |
EWC | Sell | ISHARES INC | $8,560,306 | -7.6% | 255,487 | -3.4% | 0.19% | -10.3% |
LLY | Buy | ELI LILLY & CO COM | $8,516,137 | +66.9% | 15,848 | +45.7% | 0.19% | +62.4% |
SPIB | New | SPDR SERIES TRUST | $8,421,291 | – | 267,570 | +100.0% | 0.19% | – |
FHLC | Sell | FIDELITYCOVINGTON TR | $8,452,884 | -30.5% | 139,343 | -27.6% | 0.19% | -32.9% |
PANW | Buy | Palo Alto Networks, Inc. | $8,365,196 | +888.8% | 35,681 | +978.0% | 0.19% | +878.9% |
EPD | Buy | Enterprise Prods LP | $8,269,030 | +20.7% | 302,118 | +16.2% | 0.18% | +16.5% |
FNCL | Buy | FIDELITYCOVINGTON TR | $8,167,794 | +0.3% | 175,238 | +1.4% | 0.18% | -2.7% |
MLPX | Buy | Global X MLP & Energy Infrastr | $8,089,923 | +2.6% | 190,873 | +0.6% | 0.18% | -0.6% |
FIDU | Buy | FIDELITYCOVINGTON TR | $7,981,518 | +63.9% | 147,304 | +72.3% | 0.18% | +58.9% |
INTC | Buy | INTEL CORP | $8,015,476 | +13.6% | 225,441 | +6.9% | 0.18% | +9.9% |
TTC | Buy | TORO CO | $7,794,968 | -18.2% | 93,801 | +0.1% | 0.17% | -20.5% |
BIL | New | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $7,791,281 | – | 84,854 | +100.0% | 0.17% | – |
RWJ | New | INVESCO S&P SMALLCAP 600 REVENUE ETF | $7,571,747 | – | 207,901 | +100.0% | 0.17% | – |
EPP | Sell | ISHARES | $7,533,335 | -45.3% | 189,005 | -42.0% | 0.17% | -47.0% |
PPA | Sell | Invesco Aerospace & Defense | $7,556,182 | -11.2% | 94,689 | -6.0% | 0.17% | -14.3% |
JNJ | Sell | Johnson & Johnson | $7,401,746 | -32.8% | 47,511 | -28.5% | 0.16% | -34.8% |
FCOM | Buy | FIDELITY COVINGTON | $7,309,353 | +53.5% | 183,912 | +55.6% | 0.16% | +48.2% |
PNC | Sell | PNC Finl Services Grp | $7,313,777 | -8.4% | 59,573 | -6.0% | 0.16% | -11.4% |
PRF | New | POWERSHARES FTSE RAFI US 1000 | $7,278,345 | – | 228,735 | +100.0% | 0.16% | – |
AGG | Buy | ISHARES TR | $7,218,735 | +2.8% | 76,690 | +7.0% | 0.16% | -0.6% |
MSCI | Sell | MSCI Inc | $7,136,430 | -3.8% | 13,909 | -12.0% | 0.16% | -7.0% |
MRK | Buy | Merck & Co | $7,145,424 | +35.0% | 69,392 | +51.4% | 0.16% | +30.3% |
AIG | Sell | AMERN INTL GROUP INC | $7,159,715 | -20.4% | 117,948 | -24.4% | 0.16% | -23.2% |
VTI | Buy | Vanguard Tot Stk Mkt | $7,001,390 | -1.2% | 33,086 | +2.8% | 0.16% | -4.3% |
PG | Sell | Procter & Gamble Co | $6,928,724 | -6.1% | 47,442 | -2.3% | 0.15% | -9.4% |
V | Buy | VISA INC | $6,632,854 | +8.3% | 35,897 | +8.5% | 0.15% | +5.0% |
TLT | Sell | ISHARES TR | $6,636,511 | -17.8% | 74,527 | -4.6% | 0.15% | -20.4% |
FSTA | Sell | FIDELITYCOVINGTON TR | $6,357,313 | -37.1% | 149,119 | -32.9% | 0.14% | -39.1% |
LMBS | Buy | First Trust Low Duration Opp | $6,192,975 | +32.3% | 131,096 | +33.5% | 0.14% | +27.8% |
ORCL | Buy | ORACLE CORP | $6,171,292 | +24.3% | 58,259 | +39.8% | 0.14% | +20.2% |
PFE | Buy | PFIZER INC | $6,145,071 | -6.3% | 185,251 | +3.6% | 0.14% | -9.3% |
CL | Buy | COLGATE PALMOLIVE CO | $5,784,252 | +377.0% | 81,341 | +416.8% | 0.13% | +360.7% |
XAR | New | SPDR S&P AEROSPACE & DEFENSE ETF | $5,701,293 | – | 50,859 | +100.0% | 0.13% | – |
PH | Buy | PARKER HANNIFIN CORP | $5,551,205 | +3.9% | 14,172 | +4.0% | 0.12% | +0.8% |
IDXX | Sell | IDEXX Laboratories | $5,584,375 | -23.6% | 12,771 | -12.3% | 0.12% | -26.2% |
TXN | Sell | TEXAS INSTRUMENTS | $5,566,361 | -12.0% | 35,001 | -0.4% | 0.12% | -15.1% |
IGBH | Sell | ISHARES US | $5,485,480 | -6.3% | 228,861 | -7.1% | 0.12% | -9.6% |
VST | Sell | VISTRA CORP | $5,424,439 | +18.4% | 163,375 | -6.4% | 0.12% | +15.2% |
PYPL | Buy | PAYPAL HLDGS INC | $5,370,393 | +150.9% | 122,750 | +105.4% | 0.12% | +144.9% |
FDIS | Sell | FIDELITYCOVINGTON TR | $5,379,034 | -5.4% | 76,886 | -0.7% | 0.12% | -8.4% |
TLH | Sell | ISHARES | $5,359,495 | -14.5% | 54,148 | -4.0% | 0.12% | -17.4% |
VICI | Sell | VICI PPTYS INC | $5,206,650 | -75.9% | 178,734 | -74.0% | 0.12% | -76.7% |
SPYG | New | SPDR PORTFOLIO S&P 500 GROWTH ETF | $5,151,708 | – | 86,905 | +100.0% | 0.12% | – |
AVGO | Buy | BROADCOM INC | $5,121,326 | +0.9% | 6,161 | +5.3% | 0.11% | -2.6% |
HUBS | HUBSPOT INC | $5,055,681 | -7.4% | 10,263 | 0.0% | 0.11% | -10.3% | |
ACWX | Buy | IShr World Ex-US | $5,043,384 | +5.9% | 107,283 | +10.8% | 0.11% | +1.8% |
DOW | Buy | DOW INC | $5,023,733 | +157.1% | 97,424 | +165.6% | 0.11% | +148.9% |
VRTX | Buy | VERTEX PHARMACEUTICL | $4,957,441 | +39.0% | 14,253 | +40.6% | 0.11% | +34.1% |
IWR | Buy | ISHARES TR RUSSELL MIDCAP INDEX FD | $4,922,382 | +1772.1% | 71,079 | +1875.5% | 0.11% | +1733.3% |
FENY | Buy | FIDELITYCOVINGTON TR | $4,949,816 | +14.1% | 198,533 | +1.5% | 0.11% | +10.0% |
ABT | Sell | Abbott Labs | $4,930,057 | -35.3% | 50,899 | -27.1% | 0.11% | -37.1% |
COP | Buy | Conoco Phillips | $4,834,710 | +44.0% | 40,349 | +24.6% | 0.11% | +40.3% |
EMB | New | ISHARES | $4,839,091 | – | 58,476 | +100.0% | 0.11% | – |
IDV | Sell | ISHARES | $4,798,381 | -10.2% | 188,725 | -6.9% | 0.11% | -13.0% |
NEE | Buy | NEXTERA ENERGY INC | $4,728,349 | -22.1% | 82,526 | +0.9% | 0.10% | -25.0% |
SUB | New | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $4,686,340 | – | 45,560 | +100.0% | 0.10% | – |
FLRN | Sell | SPDR SER TR | $4,614,969 | -86.1% | 150,191 | -4.7% | 0.10% | -86.6% |
T | Buy | AT&T INC | $4,599,684 | +205.4% | 306,233 | +224.3% | 0.10% | +191.4% |
PM | Buy | Philip Morris Intl | $4,594,626 | +66.0% | 49,620 | +75.1% | 0.10% | +59.4% |
SPDW | New | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $4,546,502 | – | 146,614 | +100.0% | 0.10% | – |
PBR | Buy | PETROLEO BRASILEIRO | $4,511,227 | +8.4% | 300,949 | +0.0% | 0.10% | +4.2% |
NUE | New | NUCOR CORP | $4,222,769 | – | 27,006 | +100.0% | 0.09% | – |
QCOM | Buy | QUALCOMM INC | $4,184,234 | -2.5% | 37,580 | +4.5% | 0.09% | -6.1% |
MAR | Buy | MARRIOTT INTL INC | $4,170,178 | +13.8% | 21,161 | +6.3% | 0.09% | +10.7% |
MOAT | Sell | VanEck Vectors Morningstar | $4,148,145 | -6.4% | 54,696 | -1.6% | 0.09% | -9.8% |
CTSH | Sell | COGNIZANT TECH SOLNS | $4,093,537 | -22.2% | 60,308 | -25.1% | 0.09% | -24.8% |
VEA | Sell | Vanguard FTSE Developed ETF | $4,078,202 | -9.7% | 93,280 | -4.7% | 0.09% | -12.5% |
ZTS | Buy | ZOETIS INC | $4,063,528 | +39.7% | 23,305 | +38.3% | 0.09% | +34.3% |
SCHG | Buy | Schwab US Large Cap Growth ETF | $4,057,921 | -1.3% | 55,802 | +1.8% | 0.09% | -5.3% |
SCHX | Buy | Schwab Strategic Tr US Lg Cp E | $3,997,754 | -3.2% | 79,007 | +0.2% | 0.09% | -6.3% |
ENPH | Sell | ENPHASE ENERGY | $3,945,245 | -79.9% | 32,836 | -71.9% | 0.09% | -80.5% |
ANTM | Sell | ELEVANCE HEALTH INC | $3,890,483 | -5.7% | 8,886 | -3.9% | 0.09% | -8.4% |
IBM | Sell | INTL BUSINESS MCHN | $3,847,550 | +1.9% | 27,408 | -2.8% | 0.09% | -1.1% |
SLB | Buy | SCHLUMBERGER LTD | $3,860,454 | +153.5% | 66,214 | +113.6% | 0.09% | +145.7% |
DAL | Sell | DELTA AIR LINES | $3,820,758 | -26.5% | 103,196 | -5.6% | 0.08% | -29.2% |
MMM | Sell | 3M COMPANY | $3,791,575 | -12.0% | 40,482 | -5.9% | 0.08% | -15.2% |
MET | Buy | METLIFE INC | $3,783,021 | +16.9% | 59,976 | +5.0% | 0.08% | +12.0% |
CF | Buy | CF INDUSTRIES HLDGS | $3,726,688 | +166.9% | 43,442 | +116.2% | 0.08% | +159.4% |
IBB | Buy | IShr Biotech | $3,661,636 | +1.6% | 29,942 | +5.5% | 0.08% | -1.2% |
VB | New | VANGUARD SMALL CAP ETF | $3,571,439 | – | 18,890 | +100.0% | 0.08% | – |
LOW | Sell | Lowes Co | $3,553,600 | -21.5% | 17,191 | -14.7% | 0.08% | -24.0% |
VTEB | New | VANGUARD TAX-EXEMPT BOND ETF | $3,505,453 | – | 72,878 | +100.0% | 0.08% | – |
ITOT | Buy | ISHARES TRUST CORE | $3,517,586 | +3.2% | 37,338 | +7.2% | 0.08% | 0.0% |
HYD | Sell | VANECK ETF TR | $3,480,779 | -53.9% | 70,711 | -51.8% | 0.08% | -55.2% |
VZ | Buy | VERIZON COMMUNICATION | $3,412,540 | -1.6% | 105,230 | +12.8% | 0.08% | -5.0% |
CME | Buy | CHICAGO MERCANTILE HLDGS INC | $3,385,580 | +374.0% | 16,909 | +338.6% | 0.08% | +368.8% |
FUTY | Buy | FIDELITYCOVINGTON TR | $3,308,172 | -8.9% | 87,063 | +1.5% | 0.07% | -11.9% |
A | Buy | AGILENT TECHN INC | $3,342,795 | +13.3% | 29,874 | +21.7% | 0.07% | +8.8% |
CARR | Sell | CARRIER GLOBAL CORP | $3,222,749 | +9.6% | 58,330 | -1.3% | 0.07% | +5.9% |
KR | New | KROGER CO | $3,254,461 | – | 72,638 | +100.0% | 0.07% | – |
COG | Sell | COTERRA ENERGY INC | $3,175,133 | +6.0% | 117,380 | -0.8% | 0.07% | +2.9% |
YUM | Buy | YUM BRANDS INC | $3,163,720 | -1.1% | 25,241 | +9.7% | 0.07% | -5.4% |
XLU | New | UTILITIES SELECT SECTOR SPDR | $3,160,834 | – | 53,637 | +100.0% | 0.07% | – |
SHW | Buy | SHERWIN WILLIAMS CO | $3,154,841 | -3.9% | 12,363 | +0.0% | 0.07% | -7.9% |
OHI | New | OMEGA HEALTHCARE INVS INC COM | $3,163,145 | – | 95,390 | +100.0% | 0.07% | – |
IRM | New | IRON MTN INC DEL COM | $3,086,834 | – | 51,923 | +100.0% | 0.07% | – |
GILD | Buy | GILEAD SCIENCES INC | $3,066,112 | +15.8% | 40,845 | +19.1% | 0.07% | +11.5% |
SPGI | Sell | S&P Global Inc | $3,018,070 | -8.9% | 16,690 | -1.6% | 0.07% | -11.8% |
AXP | Sell | AMERICAN EXPRESS CO | $2,980,429 | -14.8% | 19,974 | -0.5% | 0.07% | -18.5% |
NRG | New | NRG ENERGY INC NEW | $2,921,989 | – | 75,856 | +100.0% | 0.06% | – |
WMT | Buy | Wal-Mart Stores Inc | $2,862,397 | +5.2% | 17,862 | +3.3% | 0.06% | +1.6% |
CSX | Sell | CSX CORP | $2,853,866 | -87.6% | 92,717 | -86.2% | 0.06% | -87.9% |
UBS | Sell | UBS AG | $2,846,159 | +20.4% | 115,391 | -1.0% | 0.06% | +16.7% |
ADM | New | ARCHER DANIELS MIDLAND CO COM | $2,836,075 | – | 37,596 | +100.0% | 0.06% | – |
KMI | Sell | KINDER MORGAN INC | $2,733,172 | -4.9% | 164,844 | -1.3% | 0.06% | -7.6% |
DPZ | Buy | Dominos Pizza Inc | $2,625,182 | +55.1% | 10,987 | +18.2% | 0.06% | +48.7% |
KO | Sell | COCA-COLA CO | $2,600,530 | -20.6% | 46,450 | -14.6% | 0.06% | -22.7% |
DAR | Buy | DARLING INGREDIENTS | $2,522,565 | -13.4% | 48,325 | +5.8% | 0.06% | -16.4% |
FISV | Buy | FISERV INC | $2,457,938 | +278.5% | 21,757 | +322.7% | 0.06% | +266.7% |
CEIX | Sell | CONSOL ENERGY DISC | $2,469,546 | +23.8% | 23,481 | -20.0% | 0.06% | +19.6% |
MS | Buy | Morgan Stanley | $2,491,383 | -4.2% | 30,499 | +0.1% | 0.06% | -8.3% |
KEY | New | KEYCORP COM | $2,467,502 | – | 229,322 | +100.0% | 0.06% | – |
HUM | Buy | HUMANA INC | $2,416,464 | +66.4% | 4,961 | +52.9% | 0.05% | +63.6% |
AEM | New | AGNICO EAGLE MINES LTD COM | $2,367,438 | – | 52,089 | +100.0% | 0.05% | – |
TIP | Buy | ISHARES TR | $2,391,095 | +1.1% | 23,004 | +4.9% | 0.05% | -1.9% |
ET | Sell | ENERGY TRANSFER L P | $2,338,225 | -41.9% | 166,658 | -47.4% | 0.05% | -44.1% |
ODFL | Buy | OLD DOMINION FGHT | $2,336,640 | +10.7% | 5,710 | +0.0% | 0.05% | +6.1% |
IWF | Buy | IShr Rus l000 Growth | $2,349,540 | +54.9% | 8,831 | +60.2% | 0.05% | +48.6% |
XLK | Sell | SELECT SECTOR SPDR | $2,324,352 | -32.5% | 14,177 | -28.4% | 0.05% | -34.2% |
MCK | Buy | MCKESSON CORP | $2,328,692 | +3.7% | 5,349 | +1.9% | 0.05% | 0.0% |
MINT | Sell | PIMCO ENHANCED SHORT | $2,298,973 | -3.3% | 22,921 | -3.7% | 0.05% | -7.3% |
AMGN | Buy | AMGEN INC | $2,309,049 | +37.7% | 8,581 | +13.8% | 0.05% | +30.8% |
AMCR | New | AMCOR PLC ORD | $2,281,414 | – | 249,063 | +100.0% | 0.05% | – |
NVO | Buy | Novo Nordisk AS Adr | $2,272,905 | -4.2% | 24,967 | +70.6% | 0.05% | -7.3% |
NOC | Sell | NORTHROP GRUMMAN CO | $2,236,123 | -12.1% | 5,077 | -9.0% | 0.05% | -15.3% |
UPS | Buy | UNITED PARCEL SERVIC | $2,181,238 | +0.3% | 13,988 | +15.4% | 0.05% | -2.0% |
NKE | Sell | NIKE INC | $2,161,731 | -20.1% | 22,601 | -7.8% | 0.05% | -22.6% |
SBUX | Sell | Starbucks Corp | $2,154,040 | -6.3% | 57,817 | -0.1% | 0.05% | -9.4% |
MTDR | Buy | MATADOR RESOURCES | $2,098,623 | +14.0% | 35,282 | +0.2% | 0.05% | +11.9% |
BRKA | BERKSHIRE HATHAWAY A | $2,125,908 | +2.6% | 4 | 0.0% | 0.05% | -2.1% | |
HST | Buy | HOST HOTELS & RESRTS | $2,110,658 | +4.6% | 131,285 | +9.5% | 0.05% | +2.2% |
ABC | Buy | CENCORA INC | $2,094,828 | +9.1% | 11,606 | +16.7% | 0.05% | +6.8% |
WLK | Buy | WESTLAKE CORPORATION | $2,071,250 | +16.8% | 16,586 | +11.7% | 0.05% | +12.2% |
IWB | Buy | ISHARES | $2,052,914 | -1.9% | 8,739 | +1.8% | 0.05% | -4.2% |
PTC | Buy | PTC INC | $2,059,886 | +11.2% | 14,539 | +11.6% | 0.05% | +7.0% |
UNP | Sell | Union Pacific Corp | $1,999,145 | -6.0% | 9,813 | -5.5% | 0.04% | -8.2% |
AMP | Sell | AMERIPRISE FINANCIAL | $2,028,764 | -7.1% | 6,111 | -6.5% | 0.04% | -10.0% |
DIA | Buy | SPDR DOW JONES INDL | $2,013,955 | +0.1% | 6,012 | +2.7% | 0.04% | -2.2% |
BAC | Sell | Bank of America | $1,995,259 | -30.3% | 72,864 | -26.9% | 0.04% | -33.3% |
FTNT | New | FORTINET INC | $1,993,246 | – | 33,968 | +100.0% | 0.04% | – |
DOCU | Buy | DOCUSIGN INC | $1,944,912 | +13.4% | 46,307 | +38.0% | 0.04% | +10.3% |
BOX | Buy | BOX INC | $1,909,540 | +2.8% | 78,874 | +24.7% | 0.04% | 0.0% |
ATKR | Sell | ATKORE INC | $1,928,728 | -10.6% | 12,928 | -6.6% | 0.04% | -14.0% |
BX | Sell | BLACKSTONE INC | $1,872,613 | +15.2% | 17,476 | -0.0% | 0.04% | +13.5% |
BK | Sell | BANK OF NEW YORK MEL | $1,834,119 | -5.3% | 42,944 | -1.1% | 0.04% | -8.9% |
OKE | Buy | Oneok Inc | $1,825,647 | +209.2% | 28,779 | +200.9% | 0.04% | +192.9% |
ETSY | Buy | Etsy Inc | $1,845,875 | +9844.9% | 50,241 | +129.0% | 0.04% | – |
EBAY | Buy | Ebay Inc | $1,779,295 | +0.4% | 40,303 | +1.8% | 0.04% | -2.4% |
RHP | New | RYMAN HOSPITALITY | $1,788,521 | – | 21,476 | +100.0% | 0.04% | – |
AGCO | Buy | AGCO CORP | $1,798,037 | +0.7% | 15,186 | +11.8% | 0.04% | -2.4% |
ULTA | Sell | ULTA BEAUTY INC | $1,806,646 | -88.7% | 4,522 | -86.6% | 0.04% | -89.1% |
BA | Buy | BOEING CO | $1,783,312 | +5.4% | 9,301 | +16.1% | 0.04% | +2.6% |
CMC | New | COMMERCIAL METALS CO | $1,786,073 | – | 36,148 | +100.0% | 0.04% | – |
CROX | New | CROCS INC | $1,757,053 | – | 19,913 | +100.0% | 0.04% | – |
TRMB | TRIMBLE INC | $1,742,802 | +1.7% | 32,358 | 0.0% | 0.04% | 0.0% | |
TKR | Buy | TIMKEN CO | $1,757,354 | -10.2% | 23,859 | +11.7% | 0.04% | -13.3% |
APLE | Buy | APPLE HOSPITALITY | $1,766,641 | +14.4% | 115,105 | +12.7% | 0.04% | +8.3% |
QUS | New | SPDR MSCI USA STRATEGICFACTORS ETF | $1,769,802 | – | 14,665 | +100.0% | 0.04% | – |
EXLS | New | EXLSERVICE HOLDINGS | $1,773,222 | – | 63,239 | +100.0% | 0.04% | – |
KEYS | Buy | KEYSIGHT TECHNOLOGS | $1,728,271 | +392.1% | 13,062 | +522.9% | 0.04% | +375.0% |
New | BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF | $1,713,106 | – | 44,085 | +100.0% | 0.04% | – | |
QQQM | New | INVESCO NASDAQ 100 ETF | $1,680,163 | – | 11,398 | +100.0% | 0.04% | – |
F | Buy | FORD MOTOR CO | $1,661,580 | -17.6% | 133,781 | +0.3% | 0.04% | -19.6% |
GM | Sell | GENERAL MOTORS CO | $1,606,699 | -16.2% | 48,671 | -2.0% | 0.04% | -18.2% |
MDY | Buy | S & P MID CAP 400 DEP RCPTS MID CAP | $1,568,062 | +21.6% | 3,434 | +27.5% | 0.04% | +16.7% |
PSA | Sell | PUBLIC STORAGE | $1,589,947 | -63.4% | 5,923 | -60.0% | 0.04% | -65.0% |
CHI | Sell | Calamos Conv Opp Inc | $1,577,574 | -15.0% | 149,675 | -9.6% | 0.04% | -18.6% |
ADP | Sell | Automatic Data Proc | $1,542,223 | +2.8% | 6,406 | -6.1% | 0.03% | -2.9% |
LPLA | Buy | LPL FINANCIAL HLDGS | $1,440,660 | +9.6% | 6,056 | +0.2% | 0.03% | +6.7% |
LHX | Buy | L3HARRIS TECHNOLOGIE | $1,453,813 | +61.6% | 8,343 | +81.8% | 0.03% | +52.4% |
WBA | Sell | WALGREENS BOOTS ALNC | $1,432,055 | -25.6% | 64,381 | -4.8% | 0.03% | -27.3% |
CRWD | New | CROWDSTRIKE HLDGS INC CL A | $1,455,073 | – | 8,693 | +100.0% | 0.03% | – |
SWAV | SHOCKWAVE MEDICAL | $1,394,036 | -30.2% | 7,001 | 0.0% | 0.03% | -32.6% | |
ALGN | ALIGN TECH INC | $1,401,471 | -13.7% | 4,589 | 0.0% | 0.03% | -16.2% | |
CNC | Sell | CENTENE CORP DEL | $1,350,330 | +0.7% | 19,600 | -1.4% | 0.03% | -3.2% |
ECL | Buy | ECOLAB INC | $1,306,657 | -9.2% | 7,713 | +0.0% | 0.03% | -12.1% |
BYD | Buy | BOYD GAMING CORP | $1,305,722 | -2.1% | 21,444 | +11.6% | 0.03% | -6.5% |
BSX | Buy | BOSTON SCIENTIFIC | $1,256,093 | -2.3% | 23,787 | +0.1% | 0.03% | -6.7% |
UUP | Buy | INVESCO DB | $1,277,766 | +14.3% | 42,979 | +9.2% | 0.03% | +7.7% |
COWZ | New | Pacer US Cash Cows 100 Etf | $1,273,317 | – | 25,760 | +100.0% | 0.03% | – |
BMY | Buy | BRISTOL MYERS SQUIBB | $1,218,727 | -2.3% | 20,988 | +7.6% | 0.03% | -6.9% |
TER | Buy | TERADYNE INC | $1,191,156 | +112.0% | 11,856 | +134.9% | 0.03% | +107.7% |
IWM | Sell | IShr Russell 2000 | $1,209,255 | -18.6% | 6,842 | -13.8% | 0.03% | -20.6% |
EQIX | Sell | EQUINIX INC | $1,149,468 | -7.6% | 1,582 | -0.3% | 0.03% | -10.3% |
C | Sell | Citigroup Inc | $1,179,893 | -69.8% | 28,687 | -66.2% | 0.03% | -71.1% |
FDX | Buy | FEDEX CORP | $1,125,579 | +7.0% | 4,246 | +0.1% | 0.02% | +4.2% |
OBNK | New | ORIGIN BANCORP INC | $1,113,400 | – | 38,566 | +100.0% | 0.02% | – |
New | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $1,115,447 | – | 22,189 | +100.0% | 0.02% | – | |
BBY | Buy | BEST BUY INC | $1,124,375 | -15.2% | 16,184 | +0.0% | 0.02% | -19.4% |
TEL | New | TE CONNECTIVITY | $1,101,662 | – | 8,916 | +100.0% | 0.02% | – |
INDA | Buy | ISHARES MSCI | $1,142,013 | +22.3% | 25,824 | +20.9% | 0.02% | +19.0% |
SCHB | Sell | Schwab US Broad Mkt ETF | $1,033,690 | -6.5% | 20,736 | -3.0% | 0.02% | -8.0% |
NTRS | Sell | Northern Trust | $1,029,928 | -20.2% | 14,820 | -14.9% | 0.02% | -23.3% |
SO | Buy | Southern Co | $1,040,163 | +26.0% | 16,066 | +36.8% | 0.02% | +21.1% |
DEO | Buy | DIAGEO P L C | $1,052,515 | +11.8% | 7,053 | +29.9% | 0.02% | +4.5% |
NSP | INSPERITY INC | $993,624 | -18.0% | 10,180 | 0.0% | 0.02% | -21.4% | |
CHKP | Buy | CHECK POINT SOFTWARE | $965,747 | +6.7% | 7,246 | +0.6% | 0.02% | +4.8% |
MDT | Sell | Medtronic PLC | $952,836 | -13.3% | 12,156 | -2.5% | 0.02% | -16.0% |
VYM | New | VANGUARD HIGH DIVIDEND YIELD | $963,107 | – | 9,322 | +100.0% | 0.02% | – |
TSM | Sell | TAIWAN SEMICONDUCTOR | $922,770 | -14.3% | 10,616 | -0.5% | 0.02% | -16.0% |
EXPO | EXPONET INC | $941,680 | -8.3% | 11,000 | 0.0% | 0.02% | -12.5% | |
DUK | Sell | Duke Energy | $923,193 | -2.7% | 10,455 | -1.1% | 0.02% | -4.5% |
JAZZ | Buy | JAZZ PHARMA PLC | $956,303 | +27.5% | 7,388 | +22.1% | 0.02% | +23.5% |
IVZ | New | INVESCO LTD | $960,964 | – | 66,159 | +100.0% | 0.02% | – |
DVY | Sell | IShr Sel. Dividend | $939,263 | -6.2% | 8,721 | -1.3% | 0.02% | -8.7% |
EQT | New | EQT CORP COM | $920,093 | – | 22,674 | +100.0% | 0.02% | – |
MCD | Sell | McDonalds Corp | $880,569 | -18.1% | 3,337 | -7.2% | 0.02% | -20.0% |
IVW | Sell | ISHARES | $893,747 | -5.9% | 13,061 | -3.1% | 0.02% | -9.1% |
XES | New | SPDR Oil & Gas Equip & Serv | $908,473 | – | 9,485 | +100.0% | 0.02% | – |
PPG | Buy | PPG INDUSTRIES INC | $890,541 | -12.1% | 6,860 | +0.5% | 0.02% | -13.0% |
DVN | Sell | DEVON ENERGY CORP | $914,889 | -4.7% | 19,173 | -3.4% | 0.02% | -9.1% |
DE | Buy | DEERE & CO | $858,271 | -0.5% | 2,270 | +6.8% | 0.02% | -5.0% |
NEAR | New | BLACKROCK SHORT MATURITY BOND ETF | $834,146 | – | 16,720 | +100.0% | 0.02% | – |
VGSH | New | VANGUARD SHORT-TERM TREASURY ETF | $848,619 | – | 14,733 | +100.0% | 0.02% | – |
CBSH | New | COMMERCE BANCSHARES | $831,397 | – | 17,328 | +100.0% | 0.02% | – |
SHV | Sell | ISHARES | $853,160 | -24.9% | 7,723 | -24.9% | 0.02% | -26.9% |
ARCC | New | ARES CAPITAL CORP COM | $873,400 | – | 44,859 | +100.0% | 0.02% | – |
IOO | Sell | IShr S&P Glb 100 | $871,629 | -8.5% | 11,901 | -4.9% | 0.02% | -13.6% |
GWW | Buy | Grainger W W Inc | $849,201 | -5.8% | 1,227 | +7.3% | 0.02% | -9.5% |
MOH | New | MOLINA HEALTHCARE INC COM | $852,186 | – | 2,599 | +100.0% | 0.02% | – |
TJX | Buy | TJX Companies Inc | $835,748 | +13.7% | 23,358 | +0.5% | 0.02% | +11.8% |
TTE | Sell | TOTALENERGIES SE | $872,438 | +14.0% | 13,267 | -0.1% | 0.02% | +5.6% |
HES | Buy | HESS CORPORATION | $807,560 | +12.7% | 5,276 | +0.1% | 0.02% | +12.5% |
KT | Buy | KT CORPORATION | $825,736 | +14.4% | 64,410 | +0.8% | 0.02% | +5.9% |
IWD | Buy | ISHARES RUSSELL 1000 VALUE ETF | $827,535 | +220.8% | 5,449 | +233.9% | 0.02% | +200.0% |
BKNG | Sell | BOOKING HLDGS INC | $803,071 | +24.0% | 1,962 | -3.3% | 0.02% | +20.0% |
CSL | CARLISLE COS INC | $829,632 | +1.1% | 3,200 | 0.0% | 0.02% | -5.3% | |
SONY | New | SONY GRP CORPORATION | $814,097 | – | 9,856 | +100.0% | 0.02% | – |
WSO | Watsco Inc | $817,764 | -1.0% | 2,165 | 0.0% | 0.02% | -5.3% | |
HMC | New | HONDA MOTOR CO | $821,489 | – | 24,420 | +100.0% | 0.02% | – |
ACMR | ACM RESEARCH INC | $814,725 | +38.4% | 45,000 | 0.0% | 0.02% | +28.6% | |
WRB | BERKLEY W R CORP | $750,934 | +6.6% | 11,826 | 0.0% | 0.02% | +6.2% | |
CAT | Buy | CATERPILLAR INC | $779,110 | +108.3% | 2,849 | +87.8% | 0.02% | +88.9% |
MFC | New | MANULIFE FNL CORP | $785,624 | – | 42,977 | +100.0% | 0.02% | – |
TOL | TOLL BROTHERS INC | $767,705 | -6.5% | 10,380 | 0.0% | 0.02% | -10.5% | |
ITB | Sell | IShr Tr DJ Home Constn | $742,829 | -10.9% | 9,464 | -3.1% | 0.02% | -10.5% |
FMAT | Buy | FIDELITYCOVINGTON TR | $742,038 | -2.9% | 16,764 | +2.3% | 0.02% | -5.6% |
HSBC | Buy | HSBC HLDGS PLC | $763,014 | +1.4% | 19,315 | +1.7% | 0.02% | 0.0% |
KOF | New | COCA-COLA FEMSA | $774,046 | – | 9,868 | +100.0% | 0.02% | – |
EXR | Extra Space Storage Inc | $743,462 | -18.3% | 6,115 | 0.0% | 0.02% | -19.0% | |
WPC | New | WP CAREY INC COM | $737,930 | – | 13,645 | +100.0% | 0.02% | – |
GGG | GRACO INC | $728,800 | -15.6% | 10,000 | 0.0% | 0.02% | -20.0% | |
RY | New | ROYAL BANK CDA | $719,631 | – | 8,230 | +100.0% | 0.02% | – |
ES | Sell | Eversource Energy | $733,737 | -39.1% | 12,618 | -25.7% | 0.02% | -42.9% |
KLAC | Buy | KLA CORPORATION | $671,625 | -3.6% | 1,463 | +2.0% | 0.02% | -6.2% |
RYAAY | New | RYANAIR HLDGS PLC | $653,834 | – | 6,726 | +100.0% | 0.02% | – |
AMT | Sell | AMERICAN TOWER CORP | $658,244 | -15.5% | 4,000 | -0.3% | 0.02% | -16.7% |
GPC | New | GENUINE PARTS CO COM | $686,305 | – | 4,753 | +100.0% | 0.02% | – |
EW | Sell | EDWARDS LIFESCIENCE | $694,610 | -42.2% | 10,026 | -21.3% | 0.02% | -46.4% |
CTVA | Buy | CORTEVA INC | $693,639 | -9.4% | 13,557 | +1.5% | 0.02% | -16.7% |
CPRT | Sell | COPART INC | $615,947 | -54.2% | 14,294 | -3.0% | 0.01% | -54.8% |
ZBRA | Sell | Zebra Technologies | $609,301 | -98.6% | 2,576 | -98.3% | 0.01% | -98.6% |
PSX | Phillips 66 | $618,772 | +26.0% | 5,150 | 0.0% | 0.01% | +27.3% | |
TGT | Sell | TARGET CORPORATION | $649,960 | -16.9% | 5,873 | -0.8% | 0.01% | -22.2% |
XMHQ | Buy | Invesco S&P MidCap Quality ETF | $642,145 | +17.9% | 7,973 | +18.1% | 0.01% | +7.7% |
VOD | Buy | VODAFONE GRP PLC | $619,426 | +3.2% | 65,313 | +2.9% | 0.01% | 0.0% |
ATGE | Adtalem Global Education Inc | $628,609 | +24.8% | 14,670 | 0.0% | 0.01% | +16.7% | |
CINF | CINCINNATI FINL CORP | $620,133 | +5.1% | 6,062 | 0.0% | 0.01% | 0.0% | |
PDD | Sell | PDD HOLDINGS | $614,114 | -6.6% | 6,262 | -34.2% | 0.01% | -6.7% |
XYL | Xylem Inc Com | $578,040 | -19.2% | 6,350 | 0.0% | 0.01% | -18.8% | |
New | Invesco S&P SmallCap Energy Et | $589,897 | – | 10,340 | +100.0% | 0.01% | – | |
EFX | Buy | EQUIFAX INC | $584,722 | -22.1% | 3,191 | +0.1% | 0.01% | -23.5% |
ENTG | ENTEGRIS INC | $577,898 | -15.3% | 6,153 | 0.0% | 0.01% | -18.8% | |
PKI | REVVITY INC | $573,277 | -6.8% | 5,178 | 0.0% | 0.01% | -7.1% | |
ICSH | Sell | ISHARES TR | $598,263 | -17.2% | 11,875 | -17.3% | 0.01% | -23.5% |
XOP | New | SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF | $551,817 | – | 3,731 | +100.0% | 0.01% | – |
BIIB | Buy | BIOGEN INC | $543,319 | +2.3% | 2,114 | +13.4% | 0.01% | 0.0% |
TXT | Sell | TEXTRON INC | $523,811 | +14.0% | 6,682 | -1.3% | 0.01% | +9.1% |
ITA | Sell | ISHARES U.S. AEROSPACE & DEFENSE ETF | $538,738 | -63.1% | 5,084 | -59.4% | 0.01% | -64.7% |
GD | New | GENERAL DYNAMICS | $530,101 | – | 2,397 | +100.0% | 0.01% | – |
ISRG | Sell | INTUITIVE SURGIC INC | $553,159 | -15.0% | 1,892 | -0.6% | 0.01% | -20.0% |
ENSG | ENSIGN GROUP INC | $529,701 | -2.7% | 5,700 | 0.0% | 0.01% | -7.7% | |
PAVE | Buy | Global X US Infrastructure Dev | $495,346 | +13.2% | 16,305 | +17.1% | 0.01% | +10.0% |
IFF | Buy | INTL FLAVORS & FRAGR | $501,048 | -13.5% | 7,349 | +1.0% | 0.01% | -15.4% |
OEF | IShr S&P 100 | $501,600 | -3.1% | 2,500 | 0.0% | 0.01% | -8.3% | |
MMC | Sell | MARSH & MCLENNAN COS | $489,665 | -1.9% | 2,570 | -3.1% | 0.01% | 0.0% |
WFC | Buy | WELLS FARGO & CO | $472,025 | -3.8% | 11,547 | +0.4% | 0.01% | 0.0% |
IVE | Buy | ISHARES | $457,654 | +0.2% | 2,974 | +4.9% | 0.01% | -9.1% |
DD | Buy | DUPONT DE NEMOURS | $448,314 | +4.9% | 6,006 | +0.5% | 0.01% | 0.0% |
XLF | New | FINANCIAL SELECT SECTOR SPDR | $438,237 | – | 13,209 | +100.0% | 0.01% | – |
BIDU | BAIDU INC | $447,251 | -1.9% | 3,329 | 0.0% | 0.01% | 0.0% | |
LECO | Lincoln Elec Hldgs | $454,475 | -8.5% | 2,500 | 0.0% | 0.01% | -9.1% | |
AFL | Buy | AFLAC INC | $454,289 | +13.5% | 5,916 | +3.2% | 0.01% | +11.1% |
EMR | Sell | Emerson Electric Co | $440,359 | -48.9% | 4,560 | -52.2% | 0.01% | -50.0% |
HII | Sell | HUNTINGTON INGALLS | $410,035 | -25.1% | 2,004 | -16.7% | 0.01% | -30.8% |
LH | Buy | LABORATORY CORP AMER | $387,346 | -16.4% | 1,926 | +0.4% | 0.01% | -18.2% |
SCHW | Buy | Charles Schwab Corp | $394,302 | -2.0% | 7,182 | +1.1% | 0.01% | 0.0% |
VLY | VALLEY NATL BANCORP | $386,941 | +10.5% | 45,203 | 0.0% | 0.01% | +12.5% | |
AZO | New | AUTOZONE INC | $406,927 | – | 159 | +100.0% | 0.01% | – |
MU | Sell | MICRON TECHNOLOGY | $404,753 | +7.7% | 5,945 | -0.1% | 0.01% | 0.0% |
XBI | Sell | S&P Biotech SPDR | $389,197 | -20.6% | 5,330 | -9.5% | 0.01% | -18.2% |
ON | New | ON SEMICONDUCTOR CORP COM | $401,637 | – | 4,321 | +100.0% | 0.01% | – |
KMX | CARMAX INC | $359,450 | -15.5% | 5,082 | 0.0% | 0.01% | -20.0% | |
PHM | Pulte Homes | $370,250 | -4.7% | 5,000 | 0.0% | 0.01% | -11.1% | |
FIS | Buy | FIDELITY NATL INFO | $347,075 | +1.1% | 6,276 | +0.0% | 0.01% | 0.0% |
DTE | Sell | DTE ENERGY CO | $356,925 | -9.9% | 3,594 | -0.1% | 0.01% | -11.1% |
CHY | Buy | Calamos Conv & High Income | $338,260 | +0.4% | 30,310 | +1.0% | 0.01% | 0.0% |
XLP | New | CONSUMER STAPLES SELECT SECTOR SPDR | $346,332 | – | 5,033 | +100.0% | 0.01% | – |
CHRW | CH Robinson WW | $347,535 | -8.7% | 4,035 | 0.0% | 0.01% | -11.1% | |
IAU | New | ISHARES GOLD TRUST ETF | $365,016 | – | 10,432 | +100.0% | 0.01% | – |
IEFA | Buy | ISHARES TR | $344,459 | -4.5% | 5,351 | +0.2% | 0.01% | 0.0% |
NMFC | New | New Mountain Finance Cp | $358,067 | – | 27,650 | +100.0% | 0.01% | – |
AKAM | Sell | Akamai Technologies | $381,200 | +17.6% | 3,578 | -0.8% | 0.01% | +14.3% |
SCZ | Sell | ISHARES | $366,996 | -4.4% | 6,498 | -0.1% | 0.01% | -11.1% |
MORN | MORNINGSTAR INC | $355,517 | +19.5% | 1,517 | 0.0% | 0.01% | +14.3% | |
MCO | Sell | MOODYS CORP | $366,930 | -9.4% | 1,157 | -0.4% | 0.01% | -11.1% |
HIG | HARTFORD FINL SVCS | $379,705 | -1.5% | 5,352 | 0.0% | 0.01% | -11.1% | |
MTUM | Sell | Ishares EDGE MSCI USA | $362,941 | -11.1% | 2,598 | -8.2% | 0.01% | -11.1% |
ATVI | Sell | Activision Blizzard | $328,236 | +1810.7% | 8,079 | -60.4% | 0.01% | – |
PKG | Packaging Corp Amer | $307,100 | +16.2% | 2,000 | 0.0% | 0.01% | +16.7% | |
SWKS | Sell | SKYWORKS SOLUTIONS | $327,389 | -11.1% | 3,319 | -0.2% | 0.01% | -12.5% |
AGZD | New | WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND | $332,342 | – | 14,997 | +100.0% | 0.01% | – |
ITW | Sell | ILLINOIS TOOL WORKS | $302,826 | -8.0% | 1,312 | -0.1% | 0.01% | -12.5% |
SCHP | New | SCHWAB US TIPS ETF | $298,067 | – | 5,903 | +100.0% | 0.01% | – |
USMV | Buy | ISHARES TR | $333,837 | +1.4% | 4,611 | +4.1% | 0.01% | -12.5% |
VUG | Sell | VANGUARD INDEX TR | $294,609 | -6.7% | 1,081 | -3.0% | 0.01% | 0.0% |
COF | Sell | CAPITAL ONE FINL CO | $333,455 | -15.4% | 3,432 | -4.6% | 0.01% | -22.2% |
VT | Vanguard Tot Wrld Stk | $330,044 | -3.9% | 3,542 | 0.0% | 0.01% | -12.5% | |
DOC | Physicians Realty Trust | $268,180 | -12.9% | 22,000 | 0.0% | 0.01% | -14.3% | |
LII | New | LENNOX INTL INC | $262,108 | – | 700 | +100.0% | 0.01% | – |
MRO | Sell | MARATHON OIL CORP COM | $258,627 | -93.4% | 9,668 | -94.3% | 0.01% | -93.3% |
QUAL | Buy | ISHARES TR | $264,681 | +0.9% | 2,006 | +3.3% | 0.01% | 0.0% |
MSI | Buy | MOTOROLA SOLUTIONS | $251,824 | -6.4% | 922 | +0.7% | 0.01% | 0.0% |
NVS | New | NOVARTIS AG ADR | $269,522 | – | 2,646 | +100.0% | 0.01% | – |
ORI | Sell | OLD REP INTL CORP | $269,400 | -55.0% | 10,000 | -58.0% | 0.01% | -57.1% |
RPG | Buy | Invesco S&P 500 Pr Grw ETF | $266,978 | -12.1% | 8,855 | +344.8% | 0.01% | -14.3% |
HAL | Sell | HALLIBURTON CO COM | $251,615 | -79.8% | 6,213 | -83.5% | 0.01% | -79.3% |
SPEM | New | SPDR PORTFOLIO EMERGING MARKETS ETF | $261,913 | – | 7,802 | +100.0% | 0.01% | – |
FAST | Fastenal Co | $278,664 | -7.4% | 5,100 | 0.0% | 0.01% | -14.3% | |
SCHD | Buy | SCHWAB STRATEGIC T | $287,581 | -2.3% | 4,062 | +0.3% | 0.01% | -14.3% |
SEDG | New | SOLAREDGE TECHNOLOGIES INC COM | $259,020 | – | 2,000 | +100.0% | 0.01% | – |
CMI | Buy | CUMMINS INC | $269,276 | -2.0% | 1,176 | +5.2% | 0.01% | 0.0% |
CRUS | CIRRUS LOGIC INC | $288,444 | -8.7% | 3,900 | 0.0% | 0.01% | -14.3% | |
OIH | New | Vaneck Oil Services Etf | $258,780 | – | 750 | +100.0% | 0.01% | – |
BMRN | BIOMARIN PHARMAC INC | $266,413 | +2.1% | 3,011 | 0.0% | 0.01% | 0.0% | |
BAX | Sell | BAXTER INTL INC | $252,101 | -18.5% | 6,678 | -1.6% | 0.01% | -14.3% |
ADSK | Sell | Autodesk Inc | $257,138 | -41.0% | 14,535 | -10.2% | 0.01% | -40.0% |
PFF | Sell | IShr US Pfd Stk Index | $203,060 | -97.1% | 6,735 | -97.1% | 0.01% | -96.9% |
MRNA | Sell | MODERNA INC | $229,407 | -16.8% | 2,221 | -2.1% | 0.01% | -16.7% |
EDEN | Buy | ISHARES MSCI | $210,029 | -4.8% | 2,080 | +1.2% | 0.01% | 0.0% |
ASML | ASML Holding | $223,691 | -18.8% | 380 | 0.0% | 0.01% | -16.7% | |
VIG | New | VANGUARD DIVIDEND APPRECIATION ETF | $218,647 | – | 1,407 | +100.0% | 0.01% | – |
BND | New | Vanguard Total Bond Market | $211,154 | – | 3,026 | +100.0% | 0.01% | – |
AL | AIR LEASE CORP | $221,405 | -5.8% | 5,618 | 0.0% | 0.01% | 0.0% | |
EEM | IShr Emerging Mkt | $232,368 | -4.1% | 6,123 | 0.0% | 0.01% | -16.7% | |
LQD | Sell | ISHARES IBOXX CORPORATE BOND ETF | $216,776 | -92.8% | 2,125 | -92.3% | 0.01% | -92.8% |
MGC | New | VANGUARD MEGA CAP ETF | $202,698 | – | 1,335 | +100.0% | 0.01% | – |
AMLP | Sell | Alerian MLP ETF | $202,855 | -2.2% | 4,807 | -9.2% | 0.01% | 0.0% |
CCI | Sell | Crown Castle Intl | $218,111 | -20.9% | 2,370 | -2.1% | 0.01% | -16.7% |
WEC | Sell | WEC Energy Group Inc. | $212,491 | -19.4% | 2,638 | -11.7% | 0.01% | -16.7% |
SRPT | SAREPTA THERAPEUTICS | $240,985 | +5.9% | 1,988 | 0.0% | 0.01% | 0.0% | |
Sell | General Electric | $211,150 | -3.7% | 1,910 | -4.4% | 0.01% | 0.0% | |
PRFZ | Buy | Invesco Fund Next 1500 | $239,177 | -4.0% | 7,250 | +400.0% | 0.01% | -16.7% |
EWL | Buy | ISHARES INC | $202,158 | -4.6% | 4,628 | +1.2% | 0.01% | 0.0% |
TTWO | Sell | Take-Two Interactive Software Inc | $26,921 | -5.3% | 19,176 | -0.7% | 0.00% | 0.0% |
CSGP | Sell | CoStar Group Inc | $39,290 | -13.7% | 51,099 | -0.1% | 0.00% | 0.0% |
NVVE | New | NUVVE HOLDING CORP COM | $45,010 | – | 132,773 | +100.0% | 0.00% | – |
New | WALLBOX NV SHS CL A | $45,792 | – | 20,352 | +100.0% | 0.00% | – | |
EVGO | New | EVGO INC CL A COM | $56,764 | – | 16,794 | +100.0% | 0.00% | – |
VTIP | Buy | Vanguard Short-Term Inflation-Protected Securities ETF | $11,427 | +1.6% | 24,169 | +1.9% | 0.00% | – |
MTN | Sell | Vail Resorts Inc | $22,215 | -12.8% | 10,012 | -0.2% | 0.00% | -100.0% |
SCHZ | Buy | Schwab US Aggregate Bond ETF | $20,642 | -0.7% | 46,669 | +3.6% | 0.00% | – |
NMXS | New | Net Medical Xpress Solutions, | $599 | – | 27,222 | +100.0% | 0.00% | – |
ISTB | Buy | iShares Core 1-5 Year USD Bond ETF | $20,171 | +19.2% | 43,490 | +19.9% | 0.00% | – |
ZIOP | Exit | ALAUNOS THERAPEUTICS | $0 | – | -10,000 | -100.0% | 0.00% | – |
New | Brookfield Corp | $16,624 | – | 53,162 | +100.0% | 0.00% | – | |
NIO | Exit | NIO INC | $0 | – | -10,500 | -100.0% | -0.00% | – |
GL | Exit | Globe Life Inc. | $0 | – | -2,050 | -100.0% | -0.01% | – |
CRTO | Exit | CRITEO S.A | $0 | – | -6,400 | -100.0% | -0.01% | – |
DXCM | Exit | Dexcom Inc | $0 | – | -1,600 | -100.0% | -0.01% | – |
BDX | Exit | Becton Dickinson | $0 | – | -842 | -100.0% | -0.01% | – |
IJS | Exit | IShr S&P Sm Val | $0 | – | -2,420 | -100.0% | -0.01% | – |
UBER | Exit | UBER TECHNOLOGIES | $0 | – | -5,164 | -100.0% | -0.01% | – |
UGI | Exit | UGI Corp | $0 | – | -7,500 | -100.0% | -0.01% | – |
DVA | Exit | Davita Inc | $0 | – | -2,000 | -100.0% | -0.01% | – |
EWQ | Exit | ISHARES | $0 | – | -5,879 | -100.0% | -0.01% | – |
ESGU | Exit | ISHARES TR | $0 | – | -2,094 | -100.0% | -0.01% | – |
CCL | Exit | CARNIVAL CORP | $0 | – | -12,492 | -100.0% | -0.01% | – |
UNG | Exit | UNITED STS NAT GAS F | $0 | – | -35,214 | -100.0% | -0.01% | – |
LUV | Exit | Southwest Airlines | $0 | – | -6,775 | -100.0% | -0.01% | – |
GNRC | Exit | Generac Holdings Inc | $0 | – | -1,875 | -100.0% | -0.01% | – |
XLV | Exit | SPDR Health Care Select | $0 | – | -2,160 | -100.0% | -0.01% | – |
PLD | Exit | PROLOGIS INC | $0 | – | -2,630 | -100.0% | -0.01% | – |
EWI | Exit | ISHARES INC | $0 | – | -9,913 | -100.0% | -0.01% | – |
MELI | Exit | MERCADOLIBRE INC | $0 | – | -247 | -100.0% | -0.01% | – |
ENOR | Exit | ISHARES MSCI | $0 | – | -13,846 | -100.0% | -0.01% | – |
FXI | Exit | ISHARES | $0 | – | -10,421 | -100.0% | -0.01% | – |
PODD | Exit | Insulet Corp | $0 | – | -1,300 | -100.0% | -0.01% | – |
EWZ | Exit | ISHARES INC | $0 | – | -16,315 | -100.0% | -0.01% | – |
SLV | Exit | ISHARES SILVER TRUST | $0 | – | -25,581 | -100.0% | -0.01% | – |
PSCE | Exit | Invesco S&P SmallCap Energy Et | $0 | – | -56,000 | -100.0% | -0.01% | – |
TWOPRB | Exit | Two Harbors Investment Corp Se | $0 | – | -27,850 | -100.0% | -0.01% | – |
JD | Exit | JD.COM INC | $0 | – | -15,959 | -100.0% | -0.01% | – |
ZBH | Exit | Zimmer Biomet Holdings Inc | $0 | – | -3,970 | -100.0% | -0.01% | – |
CNHI | Exit | CNH INDUSTRIAL N.V. | $0 | – | -38,404 | -100.0% | -0.01% | – |
AME | Exit | AMETEK INC | $0 | – | -4,057 | -100.0% | -0.02% | – |
BCS | Exit | BARCLAYS PLC | $0 | – | -80,723 | -100.0% | -0.02% | – |
RE | Exit | EVEREST RE GROUP LTD | $0 | – | -1,862 | -100.0% | -0.02% | – |
GDX | Exit | VANECK ETF TRUST | $0 | – | -22,736 | -100.0% | -0.02% | – |
SMFG | Exit | SUMITOMO MITSUI FINL | $0 | – | -91,101 | -100.0% | -0.02% | – |
XHE | Exit | SPDR SERIES TRUST | $0 | – | -8,206 | -100.0% | -0.02% | – |
EWY | Exit | ISHARES INC | $0 | – | -15,467 | -100.0% | -0.02% | – |
FPE | Exit | First Trust Pfd | $0 | – | -70,000 | -100.0% | -0.03% | – |
BTZ | Exit | Blackrock Credit Allocation In | $0 | – | -129,740 | -100.0% | -0.03% | – |
OLN | Exit | OLIN CORP | $0 | – | -28,094 | -100.0% | -0.03% | – |
FFC | Exit | FFC Preferred Port | $0 | – | -119,185 | -100.0% | -0.04% | – |
CDW | Exit | CDW CORP | $0 | – | -9,303 | -100.0% | -0.04% | – |
WEX | Exit | WEX INC. | $0 | – | -10,374 | -100.0% | -0.04% | – |
TWOPRA | Exit | Two Harbors Investment Corp Se | $0 | – | -94,075 | -100.0% | -0.04% | – |
MYGN | Exit | MYRIAD GENETICS INC | $0 | – | -83,754 | -100.0% | -0.04% | – |
FHNPRC | Exit | First Horizon National Pfd Ser | $0 | – | -90,235 | -100.0% | -0.05% | – |
NDAQ | Exit | NASDAQ INC | $0 | – | -45,923 | -100.0% | -0.05% | – |
WWE | Exit | WORLD WRESTLING ENT | $0 | – | -27,784 | -100.0% | -0.07% | – |
CAG | Exit | CONAGRA BRANDS INC | $0 | – | -90,792 | -100.0% | -0.07% | – |
LGOV | Exit | First Trust Long Duration Opp | $0 | – | -182,619 | -100.0% | -0.09% | – |
Exit | M&T Bank Corporation Pfd Ser H | $0 | – | -417,084 | -100.0% | -0.22% | – | |
MGR | Exit | Affiliated Managers Group Pfd | $0 | – | -502,835 | -100.0% | -0.26% | – |
ILTB | Exit | iShares Core 10 Year USD Bond | $0 | – | -262,420 | -100.0% | -0.32% | – |
EFG | Exit | IShares MSCI EAFE Growth ETF | $0 | – | -180,252 | -100.0% | -0.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 11 | Q3 2023 | 8.5% |
MSFT | 11 | Q3 2023 | 7.8% |
AMZN | 11 | Q3 2023 | 8.0% |
GOOG | 11 | Q3 2023 | 9.2% |
META PLATFORMS INC Class A | 11 | Q3 2023 | 7.0% |
Mastercard Inc Class A | 11 | Q3 2023 | 3.3% |
Booking Holdings Inc | 11 | Q3 2023 | 6.2% |
VISA INC Class A | 11 | Q3 2023 | 6.1% |
STARBUCKS CORP | 11 | Q3 2023 | 5.3% |
S&P GLOBAL INC | 11 | Q3 2023 | 4.5% |
View Connectus Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-09 |
13F-HR | 2021-11-03 |
View Connectus Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.