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 251–300 of 316
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON PLC | 1K | $100K–$500K | SH |
| MSCI | MSCI INC | 611 | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 4K | $100K–$500K | SH |
| DMXF | ISHARES TR | 4K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 5K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 3K | $100K–$500K | SH |
| HALO | HALOZYME THERAPEUTICS INC | 5K | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS | 1K | $100K–$500K | SH |
| USMV | ISHARES TR | 3K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| HLNE | HAMILTON LANE INC | 2K | $100K–$500K | SH |
| IJK | ISHARES TR | 3K | $100K–$500K | SH |
| BROS | DUTCH BROS INC | 5K | $100K–$500K | SH |
| SONY | SONY GROUP CORP | 11K | $100K–$500K | SH |
| AVY | AVERY DENNISON CORP | 2K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 891 | $100K–$500K | SH |
| T | AT&T INC | 11K | $100K–$500K | SH |
| TRMB | TRIMBLE INC | 4K | $100K–$500K | SH |
| FISV | FISERV INC | 4K | $100K–$500K | SH |
| ESGD | ISHARES TR | 3K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 1K | $100K–$500K | SH |
| PFM | INVESCO EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 944 | $100K–$500K | SH |
| RGEN | REPLIGEN CORP | 2K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 374 | $100K–$500K | SH |
| VEEV | VEEVA SYS INC | 1K | $100K–$500K | SH |
| IBTI | ISHARES TR | 11K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 3K | $100K–$500K | SH |
| MMT | MFS MULTIMARKET INCOME TR | 54K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 796 | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |
| IYJ | ISHARES TR | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 7K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 677 | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| PDT | HANCOCK JOHN PREM DIVID FD | 19K | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 1K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| OLED | UNIVERSAL DISPLAY CORP | 2K | $100K–$500K | SH |
| TGTX | TG THERAPEUTICS INC | 8K | $100K–$500K | SH |