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
Pool Corp Com 251 $15,101,391 37,426 0.00 37,426 +Inf 03-31-2024
Freeport-McMoran Cpr&Gld Com 252 $14,972,740 318,430 0.00 318,430 +Inf 03-31-2024
SPDR Gold Fund Com 253 $14,650,402 71,215 0.00 71,215 +Inf 03-31-2024
Lockheed Martin Com 254 $14,500,800 31,879 0.00 31,879 +Inf 03-31-2024
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