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 151–200 of 316
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HUBB | HUBBELL INC | 2K | $1M+ | SH |
| FAST | FASTENAL CO | 26K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 14K | $1M+ | SH |
| LOW | LOWES COS INC | 4K | $1M+ | SH |
| HIG | HARTFORD INSURANCE GROUP | 7K | $1M+ | SH |
| ULS | UL SOLUTIONS INC | 13K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 13K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 4K | $500K+ | SH |
| MRK | MERCK & CO INC | 9K | $500K+ | SH |
| EEM | ISHARES TR | 18K | $500K+ | SH |
| IVE | ISHARES TR | 5K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $500K+ | SH |
| SLYG | SPDR SERIES TRUST | 10K | $500K+ | SH |
| DES | WISDOMTREE TR | 28K | $500K+ | SH |
| NFLX | NETFLIX INC | 10K | $500K+ | SH |
| ESGE | ISHARES INC | 20K | $500K+ | SH |
| INDA | ISHARES TR | 16K | $500K+ | SH |
| MDYG | SPDR SERIES TRUST | 10K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 3K | $500K+ | SH |
| TSCO | TRACTOR SUPPLY CO | 17K | $500K+ | SH |
| IHI | ISHARES TR | 14K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| MS | MORGAN STANLEY | 5K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 3K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| VHT | VANGUARD WORLD FD | 3K | $500K+ | SH |
| IWN | ISHARES TR | 4K | $500K+ | SH |
| ECL | ECOLAB INC | 3K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 4K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 2K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH |
| VIS | VANGUARD WORLD FD | 3K | $500K+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 17K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| IJJ | ISHARES TR | 6K | $500K+ | SH |
| ALC | ALCON AG | 9K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 4K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| SOXX | ISHARES TR | 2K | $500K+ | SH |
| LH | LABCORP HOLDINGS INC | 3K | $500K+ | SH |
| GLW | CORNING INC | 8K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 5K | $500K+ | SH |
| IYF | ISHARES TR | 5K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 7K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| AME | AMETEK INC | 3K | $500K+ | SH |
| KO | COCA COLA CO | 9K | $500K+ | SH |