CIK 1689829
Connecticut Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
316
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 316
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VPU | VANGUARD WORLD FD | 11K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING | 8K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 44K | $1M+ | SH |
| AMGN | AMGEN INC | 6K | $1M+ | SH |
| PEP | PEPSICO INC | 13K | $1M+ | SH |
| CMI | CUMMINS INC | 4K | $1M+ | SH |
| ABBV | ABBVIE INC | 8K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 4K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 14K | $1M+ | SH |
| SNA | SNAP ON INC | 5K | $1M+ | SH |
| MTB | M & T BK CORP | 9K | $1M+ | SH |
| BX | BLACKSTONE INC | 12K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 8K | $1M+ | SH |
| CI | THE CIGNA GROUP | 6K | $1M+ | SH |
| WMT | WALMART INC | 16K | $1M+ | SH |
| IWO | ISHARES TR | 5K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 6K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 31K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 18K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 5K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 39K | $1M+ | SH |
| AXS | AXIS CAP HLDGS LTD | 15K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX | 21K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 37K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 6K | $1M+ | SH |
| CTSH | COGNIZANT TECHNOLOGY | 18K | $1M+ | SH |
| IT | GARTNER INC | 6K | $1M+ | SH |
| IWR | ISHARES TR | 14K | $1M+ | SH |
| HRZN | HORIZON TECHNOLOGY FIN CORP | 213K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 3K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| IWD | ISHARES TR | 6K | $1M+ | SH |
| CSCO | CISCO SYS INC | 17K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 5K | $1M+ | SH |
| NOW | SERVICENOW INC | 8K | $1M+ | SH |
| ABT | ABBOTT LABS | 10K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 11K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| RPV | INVESCO EXCHANGE TRADED FD | 12K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 3K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 1K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 8K | $1M+ | SH |
| DON | WISDOMTREE TR | 22K | $1M+ | SH |
| CB | CHUBB LIMITED | 4K | $1M+ | SH |
| AGG | ISHARES TR | 11K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 12K | $1M+ | SH |
| AUB | ATLANTIC UN BANKSHARES CORP | 30K | $1M+ | SH |