Connecticut Wealth Management, LLC Q1 2024 Filing

Filed May 1, 2024

Portfolio Value

$1879.1T

Holdings

322

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (322 positions)

#StockSharesValue% PortfolioType
101
ITWILLINOIS TOOL WKS INC
6,538$1.8T0.09%
102
TJXTJX COS INC NEW
17,292$1.8T0.09%
103
IWOISHARES TR
6,315$1.7T0.09%
104
METAMETA PLATFORMS INC
3,465$1.7T0.09%
105
VEUVANGUARD INTL EQUITY INDEX F
27,651$1.6T0.09%
106
MARMARRIOTT INTL INC NEW
6,416$1.6T0.09%
107
BACBANK AMERICA CORP
42,545$1.6T0.09%
108
ZTSZOETIS INC
9,483$1.6T0.09%
109
ADPAUTOMATIC DATA PROCESSING IN
6,411$1.6T0.09%
110
DONSPDR DOW JONES INDL AVERAGE
3,827$1.5T0.08%
111
CVXCHEVRON CORP NEW
9,393$1.5T0.08%
112
CDWCDW CORP
5,761$1.5T0.08%
113
ORCLORACLE CORP
11,682$1.5T0.08%
114
PGRPROGRESSIVE CORP
6,878$1.4T0.08%
115
SLYVSPDR SER TR
17,048$1.4T0.08%
116
IWRISHARES TR
16,687$1.4T0.07%
117
PHPARKER-HANNIFIN CORP
2,400$1.3T0.07%
118
DFACDIMENSIONAL ETF TRUST
41,323$1.3T0.07%
119
NOWSERVICENOW INC
1,726$1.3T0.07%
120
LOWLOWES COS INC
5,105$1.3T0.07%
121
DONWISDOMTREE TR
26,589$1.3T0.07%
122
SLYGSPDR SER TR
14,762$1.3T0.07%
123
FASTFASTENAL CO
16,450$1.3T0.07%
124
ORLYOREILLY AUTOMOTIVE INC
1,114$1.3T0.07%
125
MCDMCDONALDS CORP
4,436$1.3T0.07%
126
IBBISHARES TR
9,015$1.2T0.07%
127
INTUINTUIT
1,896$1.2T0.07%
128
HONHONEYWELL INTL INC
5,987$1.2T0.07%
129
VRTXVERTEX PHARMACEUTICALS INC
2,934$1.2T0.07%
130
EWEDWARDS LIFESCIENCES CORP
12,343$1.2T0.06%
131
EOGEOG RES INC
9,203$1.2T0.06%
132
IVEISHARES TR
6,231$1.2T0.06%
133
NKENIKE INC
12,282$1.2T0.06%
134
PSXPHILLIPS 66
6,999$1.1T0.06%
135
XOMEXXON MOBIL CORP
9,693$1.1T0.06%
136
CMICUMMINS INC
3,764$1.1T0.06%
137
DESWISDOMTREE TR
33,289$1.1T0.06%
138
TXNTEXAS INSTRS INC
6,209$1.1T0.06%
139
AJGGALLAGHER ARTHUR J & CO
4,304$1.1T0.06%
140
FLOTISHARES TR
21,000$1.1T0.06%
141
RPVINVESCO EXCHANGE TRADED FD T
12,077$1.1T0.06%
142
HUBBHUBBELL INC
2,542$1.1T0.06%
143
BONDPIMCO ETF TR
11,404$1.0T0.06%
144
GEGENERAL ELECTRIC CO
5,957$1.0T0.06%
145
DISDISNEY WALT CO
8,508$1.0T0.06%
146
MAMASTERCARD INCORPORATED
2,161$1.0T0.06%
147
IJJISHARES TR
8,696$1.0T0.05%
148
IWBISHARES TR
3,559$1.0T0.05%
149
TSMTAIWAN SEMICONDUCTOR MFG LTD
7,399$1.0T0.05%
150
VCITVANGUARD SCOTTSDALE FDS
12,227$984.4B0.05%
151
REGNREGENERON PHARMACEUTICALS
1,009$971.2B0.05%
152
IWDISHARES TR
5,347$957.7B0.05%
153
HIGHARTFORD FINL SVCS GROUP INC
9,188$946.8B0.05%
154
DEDEERE & CO
2,302$945.5B0.05%
155
TSCOTRACTOR SUPPLY CO
3,612$945.3B0.05%
156
ABNBAIRBNB INC
5,691$938.8B0.05%
157
ROKROCKWELL AUTOMATION INC
3,206$934.0B0.05%
158
SHWSHERWIN WILLIAMS CO
2,686$932.9B0.05%
159
ABTABBOTT LABS
8,063$916.4B0.05%
160
CBCHUBB LIMITED
3,500$907.0B0.05%
161
MRSHMARSH & MCLENNAN COS INC
4,382$902.5B0.05%
162
IWNISHARES TR
5,678$901.7B0.05%
163
TSLATESLA INC
5,091$894.9B0.05%
164
MDYGSPDR SER TR
9,773$853.1B0.05%
165
APDAIR PRODS & CHEMS INC
3,516$851.9B0.05%
166
CSCOCISCO SYS INC
16,986$847.8B0.05%
167
CSXCSX CORP
22,805$845.4B0.04%
168
AONAON PLC
2,512$838.3B0.04%
169
AXSAXIS CAP HLDGS LTD
12,881$837.5B0.04%
170
WMTWALMART INC
13,553$815.5B0.04%
171
SOXXISHARES TR
3,534$798.4B0.04%
172
CHDCHURCH & DWIGHT CO INC
7,501$782.4B0.04%
173
SCHDSCHWAB STRATEGIC TR
9,676$780.2B0.04%
174
VOEVANGUARD INDEX FDS
4,951$771.9B0.04%
175
FICOFAIR ISAAC CORP
607$758.5B0.04%
176
TFXTELEFLEX INCORPORATED
3,347$756.9B0.04%
177
XLFSELECT SECTOR SPDR TR
17,690$745.1B0.04%
178
USIGISHARES TR
14,605$741.5B0.04%
179
BDXBECTON DICKINSON & CO
2,963$733.2B0.04%
180
TRVTRAVELERS COMPANIES INC
3,099$713.2B0.04%
181
KOCOCA COLA CO
11,564$707.5B0.04%
182
HALHALLIBURTON CO
17,507$690.1B0.04%
183
ESGEISHARES INC
21,141$681.4B0.04%
184
MTBM & T BK CORP
4,657$677.4B0.04%
185
AMEAMETEK INC
3,675$672.2B0.04%
186
BABOEING CO
3,445$664.8B0.04%
187
MLMMARTIN MARIETTA MATLS INC
1,067$655.1B0.03%
188
FDLFIRST TR MORNINGSTAR DIVID L
17,000$654.2B0.03%
189
VGSHVANGUARD SCOTTSDALE FDS
11,264$654.1B0.03%
190
LABORATORY CORP AMER HLDGS
2,973$649.5B0.03%
191
TTTRANE TECHNOLOGIES PLC
2,145$643.9B0.03%
192
EAELECTRONIC ARTS INC
4,787$635.1B0.03%
193
APHAMPHENOL CORP NEW
5,489$633.2B0.03%
194
REZISHARES TR
8,707$627.5B0.03%
195
RFGINVESCO EXCHANGE TRADED FD T
12,300$623.6B0.03%
196
MDLZMONDELEZ INTL INC
8,816$617.1B0.03%
197
DYHTARGET CORP
3,467$614.4B0.03%
198
EMREMERSON ELEC CO
5,358$607.7B0.03%
199
ONTOONTO INNOVATION INC
3,319$601.0B0.03%
200
AMGNAMGEN INC
2,107$599.1B0.03%
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