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 301–316 of 316
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| POWA | INVESCO EXCH TRD SLF IDX FD | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| NKE | NIKE INC | 4K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 2K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX | 2K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 760 | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP | 2K | $100K–$500K | SH |
| TOST | TOAST INC | 6K | $100K–$500K | SH |
| SDGR | SCHRODINGER INC | 12K | $100K–$500K | SH |
| NDAQ | NASDAQ INC | 2K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| LNC | LINCOLN NATL CORP IND | 5K | $100K–$500K | SH |
| ITOT | ISHARES TR | 1K | $100K–$500K | SH |
| QUIK | QUICKLOGIC CORP | 32K | $100K–$500K | SH |
| TLSI | TRISALUS LIFE SCIENCES INC | 22K | $100K–$500K | SH |
| F | FORD MTR CO | 12K | $100K–$500K | SH |