Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONNECTUS WEALTH LLC | 02-14-2024 | 12-31-2023 | 554 | 4,882,233,441 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Apple Inc | COM | 1 | $249,239,176 | 1,539,860 | 0.01 | 0.00 | 220,098 | 16.68 | 12-31-2023 |
| S&P 500 ETF | COM | 2 | $231,646,870 | 486,853 | 0.00 | 0.00 | 93,511 | 23.77 | 12-31-2023 |
| Microsoft Corp | COM | 3 | $228,046,278 | 761,194 | 0.00 | 0.00 | 148,808 | 24.30 | 12-31-2023 |
| Amazon Com Inc | COM | 4 | $186,812,040 | 1,593,645 | 0.00 | 0.00 | 338,305 | 26.95 | 12-31-2023 |
