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 201–250 of 316
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| XYL | XYLEM INC | 5K | $500K+ | SH |
| FICO | FAIR ISAAC CORP | 377 | $500K+ | SH |
| CSX | CSX CORP | 18K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| CWB | SPDR SERIES TRUST | 7K | $500K+ | SH |
| ASML | ASML HOLDING N V | 575 | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC | 5K | $500K+ | SH |
| RFG | INVESCO EXCHANGE TRADED FD | 11K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 761 | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 107 | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 4K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC | 2K | $500K+ | SH |
| MKC | MCCORMICK & CO INC | 8K | $500K+ | SH |
| FLOT | ISHARES TR | 11K | $500K+ | SH |
| HAL | HALLIBURTON CO | 19K | $500K+ | SH |
| SUSA | ISHARES TR | 4K | $500K+ | SH |
| ZTS | ZOETIS INC | 4K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 1K | $500K+ | SH |
| ES | EVERSOURCE ENERGY | 8K | $500K+ | SH |
| HEI | HEICO CORP NEW | 2K | $500K+ | SH |
| IUSG | ISHARES TR | 3K | $500K+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 826 | $500K+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD | 11K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| REZ | ISHARES TR | 6K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 1K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 5K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 488 | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 5K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 3K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 873 | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| IBB | ISHARES TR | 2K | $100K–$500K | SH |
| PHDG | INVESCO ACTIVELY MANAGED | 10K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 7K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 5K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 499 | $100K–$500K | SH |
| EFG | ISHARES TR | 3K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| CSL | CARLISLE COS INC | 1K | $100K–$500K | SH |
| TFX | TELEFLEX INCORPORATED | 3K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 2K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 4K | $100K–$500K | SH |