Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONNECTUS WEALTH LLC | 05-14-2024 | 03-31-2024 | 417 | 3,655,299,289 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Intuit | Com | 101 | $29,335,800 | 45,132 | 0.00 | 45,132 | +Inf | 03-31-2024 | |
| Constellation Brand Class A | Com | 102 | $28,791,341 | 105,944 | 0.00 | 105,944 | +Inf | 03-31-2024 | |
| CHUBB LIMITED | Com | 103 | $28,383,226 | 109,022 | 0.00 | 109,022 | +Inf | 03-31-2024 | |
| UnitedHealth Group | Com | 104 | $27,492,488 | 55,574 | 0.00 | 55,574 | +Inf | 03-31-2024 |
