Connecticut Wealth Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.9T
Holdings
302
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (302 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SNASNAP ON INC | 5,471 | $1.8B | 0.10% | |
| 102 | XOMEXXON MOBIL CORP | 15,385 | $1.8B | 0.10% | |
| 103 | ORLYOREILLY AUTOMOTIVE INC | 1,249 | $1.8B | 0.09% | |
| 104 | MCDMCDONALDS CORP | 5,688 | $1.8B | 0.09% | |
| 105 | GEGE AEROSPACE | 8,796 | $1.8B | 0.09% | |
| 106 | ORCLORACLE CORP | 12,571 | $1.8B | 0.09% | |
| 107 | CATCATERPILLAR INC | 5,301 | $1.7B | 0.09% | |
| 108 | NEENEXTERA ENERGY INC | 24,086 | $1.7B | 0.09% | |
| 109 | DONSPDR DOW JONES INDL AVERAGE | 3,878 | $1.6B | 0.09% | |
| 110 | COPCONOCOPHILLIPS | 14,856 | $1.6B | 0.08% | |
| 111 | ITWILLINOIS TOOL WKS INC | 6,034 | $1.5B | 0.08% | |
| 112 | AXSAXIS CAP HLDGS LTD | 14,546 | $1.5B | 0.08% | |
| 113 | VEUVANGUARD INTL EQUITY INDEX F | 23,487 | $1.4B | 0.07% | |
| 114 | VRTXVERTEX PHARMACEUTICALS INC | 2,903 | $1.4B | 0.07% | |
| 115 | IWOISHARES TR | 5,505 | $1.4B | 0.07% | |
| 116 | IWRISHARES TR | 16,432 | $1.4B | 0.07% | |
| 117 | MTBM & T BK CORP | 7,687 | $1.4B | 0.07% | |
| 118 | MCXMCCORMICK & CO INC | 16,464 | $1.4B | 0.07% | |
| 119 | ABBVABBOTT LABS | 10,207 | $1.4B | 0.07% | |
| 120 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 17,650 | $1.4B | 0.07% | |
| 121 | AJGGALLAGHER ARTHUR J & CO | 3,901 | $1.3B | 0.07% | |
| 122 | BACBANK AMERICA CORP | 32,219 | $1.3B | 0.07% | |
| 123 | WMTWALMART INC | 15,303 | $1.3B | 0.07% | |
| 124 | EEMISHARES TR | 30,667 | $1.3B | 0.07% | |
| 125 | NOWSERVICENOW INC | 1,680 | $1.3B | 0.07% | |
| 126 | TERTERADYNE INC | 16,026 | $1.3B | 0.07% | |
| 127 | MARMARRIOTT INTL INC NEW | 5,389 | $1.3B | 0.07% | |
| 128 | DFACDIMENSIONAL ETF TRUST | 37,293 | $1.2B | 0.06% | |
| 129 | CMICUMMINS INC | 3,893 | $1.2B | 0.06% | |
| 130 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,336 | $1.2B | 0.06% | |
| 131 | SLYGSPDR SER TR | 14,353 | $1.2B | 0.06% | |
| 132 | SLYVSPDR SER TR | 14,963 | $1.2B | 0.06% | |
| 133 | MAMASTERCARD INCORPORATED | 2,137 | $1.2B | 0.06% | |
| 134 | ZTSZOETIS INC | 7,039 | $1.2B | 0.06% | |
| 135 | TSLATESLA INC | 4,407 | $1.1B | 0.06% | |
| 136 | DONWISDOMTREE TR | 23,039 | $1.1B | 0.06% | |
| 137 | MRSHMARSH & MCLENNAN COS INC | 4,654 | $1.1B | 0.06% | |
| 138 | MRUSMERUS N V | 26,918 | $1.1B | 0.06% | |
| 139 | VGITVANGUARD SCOTTSDALE FDS | 18,894 | $1.1B | 0.06% | |
| 140 | RPVINVESCO EXCHANGE TRADED FD T | 12,103 | $1.1B | 0.06% | |
| 141 | IBBISHARES TR | 8,659 | $1.1B | 0.06% | |
| 142 | CBCHUBB LIMITED | 3,596 | $1.1B | 0.06% | |
| 143 | MRKMERCK & CO INC | 11,513 | $1.0B | 0.05% | |
| 144 | AONAON PLC | 2,582 | $1.0B | 0.05% | |
| 145 | EOGEOG RES INC | 8,030 | $1.0B | 0.05% | |
| 146 | FASTFASTENAL CO | 13,174 | $1.0B | 0.05% | |
| 147 | APHAMPHENOL CORP NEW | 15,568 | $1.0B | 0.05% | |
| 148 | HIGHARTFORD INSURANCE GROUP INC | 8,137 | $1.0B | 0.05% | |
| 149 | LOWLOWES COS INC | 4,216 | $983.3M | 0.05% | |
| 150 | CRMSALESFORCE INC | 3,619 | $971.2M | 0.05% | |
| 151 | TSCOTRACTOR SUPPLY CO | 17,345 | $955.7M | 0.05% | |
| 152 | CVXCHEVRON CORP NEW | 5,664 | $947.5M | 0.05% | |
| 153 | AUBATLANTIC UN BANKSHARES CORP | 30,231 | $941.4M | 0.05% | |
| 154 | IWBISHARES TR | 3,015 | $924.7M | 0.05% | |
| 155 | IVEISHARES TR | 4,705 | $896.7M | 0.05% | |
| 156 | DESWISDOMTREE TR | 27,921 | $892.4M | 0.05% | |
| 157 | SHWSHERWIN WILLIAMS CO | 2,550 | $890.4M | 0.05% | |
| 158 | IWDISHARES TR | 4,683 | $881.1M | 0.05% | |
| 159 | NFLXNETFLIX INC | 943 | $879.4M | 0.05% | |
| 160 | FICOFAIR ISAAC CORP | 476 | $877.8M | 0.05% | |
| 161 | CSCOCISCO SYS INC | 14,168 | $874.3M | 0.05% | |
| 162 | ROKROCKWELL AUTOMATION INC | 3,325 | $859.1M | 0.04% | |
| 163 | PHPARKER-HANNIFIN CORP | 1,379 | $838.2M | 0.04% | |
| 164 | KOCOCA COLA CO | 11,639 | $833.6M | 0.04% | |
| 165 | BDXBECTON DICKINSON & CO | 3,608 | $826.4M | 0.04% | |
| 166 | ABBVABBVIE INC | 3,917 | $820.7M | 0.04% | |
| 167 | HUBBHUBBELL INC | 2,468 | $816.7M | 0.04% | |
| 168 | SCHDSCHWAB STRATEGIC TR | 29,163 | $815.4M | 0.04% | |
| 169 | TTTRANE TECHNOLOGIES PLC | 2,400 | $808.6M | 0.04% | |
| 170 | SMGSCOTTS MIRACLE-GRO CO | 14,571 | $799.8M | 0.04% | |
| 171 | IWNISHARES TR | 5,257 | $793.7M | 0.04% | |
| 172 | VOEVANGUARD INDEX FDS | 4,866 | $781.2M | 0.04% | |
| 173 | CHDCHURCH & DWIGHT CO INC | 7,094 | $781.0M | 0.04% | |
| 174 | ALCALCON AG | 8,132 | $772.0M | 0.04% | |
| 175 | MDYGSPDR SER TR | 9,692 | $770.1M | 0.04% | |
| 176 | FLOTISHARES TR | 15,000 | $765.8M | 0.04% | |
| 177 | TXNTEXAS INSTRS INC | 4,243 | $762.5M | 0.04% | |
| 178 | FDLFIRST TR MORNINGSTAR DIVID L | 17,000 | $738.5M | 0.04% | |
| 179 | TRVTRAVELERS COMPANIES INC | 2,769 | $732.3M | 0.04% | |
| 180 | IJJISHARES TR | 5,957 | $713.2M | 0.04% | |
| 181 | SOXXISHARES TR | 3,775 | $710.3M | 0.04% | |
| 182 | XLFSELECT SECTOR SPDR TR | 14,228 | $708.7M | 0.04% | |
| 183 | INTUINTUIT | 1,154 | $708.5M | 0.04% | |
| 184 | WMWASTE MGMT INC DEL | 3,042 | $704.2M | 0.04% | |
| 185 | APDAIR PRODS & CHEMS INC | 2,385 | $703.3M | 0.04% | |
| 186 | ABNBAIRBNB INC | 5,649 | $674.8M | 0.04% | |
| 187 | DEDEERE & CO | 1,437 | $674.5M | 0.04% | |
| 188 | AMGNAMGEN INC | 2,160 | $672.9M | 0.04% | |
| 189 | GEVGE VERNOVA INC | 2,162 | $660.0M | 0.03% | |
| 190 | MDLZMONDELEZ INTL INC | 9,586 | $650.4M | 0.03% | |
| 191 | LHLABCORP HOLDINGS INC | 2,744 | $638.6M | 0.03% | |
| 192 | GSGOLDMAN SACHS GROUP INC | 1,161 | $634.2M | 0.03% | |
| 193 | QCOMQUALCOMM INC | 4,103 | $630.2M | 0.03% | |
| 194 | DISDISNEY WALT CO | 6,323 | $624.1M | 0.03% | |
| 195 | ULSUL SOLUTIONS INC | 10,785 | $608.3M | 0.03% | |
| 196 | PRUPRUDENTIAL FINL INC | 5,396 | $602.6M | 0.03% | |
| 197 | EMREMERSON ELEC CO | 5,383 | $590.2M | 0.03% | |
| 198 | ISRGINTUITIVE SURGICAL INC | 1,170 | $579.2M | 0.03% | |
| 199 | AMEAMETEK INC | 3,320 | $571.5M | 0.03% | |
| 200 | FISVFISERV INC | 2,568 | $567.1M | 0.03% |