Connecticut Wealth Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.9B
Holdings
302
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (302 positions)
| Stock | Value |
|---|---|
PSXPHILLIPS 66 | $560K |
DWDMORGAN STANLEY | $554K |
XYLXYLEM INC | $552K |
CWBSPDR SER TR | $544K |
VCITVANGUARD SCOTTSDALE FDS | $535K |
WFCWELLS FARGO CO NEW | $535K |
CSXCSX CORP | $526K |
SBUXSTARBUCKS CORP | $518K |
SYKSTRYKER CORPORATION | $513K |
HEIHEICO CORP NEW | $512K |
BKNGBOOKING HOLDINGS INC | $507K |
REGNREGENERON PHARMACEUTICALS | $500K |
REZISHARES TR | $497K |
RFGINVESCO EXCHANGE TRADED FD T | $496K |
FTNTFORTINET INC | $483K |
TFXTELEFLEX INCORPORATED | $462K |
ECLECOLAB INC | $460K |
CYBRCYBERARK SOFTWARE LTD | $448K |
ZBHZIMMER BIOMET HOLDINGS INC | $447K |
EWEDWARDS LIFESCIENCES CORP | $442K |
PRFINVESCO EXCHANGE TRADED FD T | $439K |
EQIXEQUINIX INC | $424K |
AVYAVERY DENNISON CORP | $404K |
GRMNGARMIN LTD | $401K |
MSCIMSCI INC | $399K |
MLMMARTIN MARIETTA MATLS INC | $395K |
ASMLASML HOLDING N V | $393K |
ETNEATON CORP PLC | $393K |
CSLCARLISLE COS INC | $392K |
SCHXSCHWAB STRATEGIC TR | $390K |
AZNASTRAZENECA PLC | $388K |
KMBKIMBERLY-CLARK CORP | $386K |
BABOEING CO | $383K |
CSTKINVESCO ACTIVELY MANAGED EXC | $382K |
ESEVERSOURCE ENERGY | $381K |
GLWCORNING INC | $371K |
ONTOONTO INNOVATION INC | $371K |
PFMINVESCO EXCHANGE TRADED FD T | $367K |
WTWWILLIS TOWERS WATSON PLC LTD | $361K |
GDGENERAL DYNAMICS CORP | $360K |
HALOHALOZYME THERAPEUTICS INC | $357K |
BSXBOSTON SCIENTIFIC CORP | $348K |
PWRQUANTA SVCS INC | $343K |
EFGISHARES TR | $341K |
VONVVANGUARD SCOTTSDALE FDS | $339K |
DOVDOVER CORP | $337K |
SMHVANECK ETF TRUST | $337K |
VLOVALERO ENERGY CORP | $334K |
ANETEURARISTA NETWORKS INC | $333K |
USMVISHARES TR | $333K |
HLNEHAMILTON LANE INC | $332K |
SUSAISHARES TR | $328K |
AXPAMERICAN EXPRESS CO | $327K |
OLEDUNIVERSAL DISPLAY CORP | $321K |
TAT&T INC | $317K |
TGTXTG THERAPEUTICS INC | $307K |
SCHRSCHWAB STRATEGIC TR | $302K |
AG8AGILENT TECHNOLOGIES INC | $299K |
XLUSELECT SECTOR SPDR TR | $291K |
AQLTISHARES TR | $290K |
SONYSONY GROUP CORP | $287K |
KNSLKINSALE CAP GROUP INC | $273K |
VGSHVANGUARD SCOTTSDALE FDS | $267K |
KKRKKR & CO INC | $266K |
BMYBRISTOL-MYERS SQUIBB CO | $265K |
VEEVVEEVA SYS INC | $263K |
NKENIKE INC | $263K |
PNCPNC FINL SVCS GROUP INC | $260K |
SCHBSCHWAB STRATEGIC TR | $260K |
POWAINVESCO EXCH TRD SLF IDX FD | $256K |
IUSGISHARES TR | $254K |
CVSCVS HEALTH CORP | $251K |
IJKISHARES TR | $250K |
IHAKISHARES TR | $242K |
ALSALLSTATE CORP | $238K |
VGTVANGUARD WORLD FD | $238K |
VVVANGUARD INDEX FDS | $236K |
TRMBTRIMBLE INC | $233K |
MBBISHARES TR | $231K |
BABAALIBABA GROUP HLDG LTD | $231K |
GLPGLOBAL PARTNERS LP | $231K |
OKEONEOK INC NEW | $229K |
PAYXPAYCHEX INC | $229K |
NVSNNOVARTIS AG | $229K |
VBRVANGUARD INDEX FDS | $228K |
WECWEC ENERGY GROUP INC | $225K |
DMXFISHARES TR | $225K |
DYHTARGET CORP | $218K |
MMM3M CO | $217K |
CMGCHIPOTLE MEXICAN GRILL INC | $216K |
BLKCHFBLACKROCK INC | $209K |
SCHASCHWAB STRATEGIC TR | $209K |
TDTORONTO DOMINION BK ONT | $207K |
RI2RIGEL PHARMACEUTICALS INC | $207K |
BACVERIZON COMMUNICATIONS INC | $206K |
JAAAJANUS DETROIT STR TR | $205K |
WASHWASHINGTON TR BANCORP INC | $204K |
CDNSCADENCE DESIGN SYSTEM INC | $204K |
MGKVANGUARD WORLD FD | $204K |
QUIKQUICKLOGIC CORP | $165K |