Connecticut Wealth Management, LLC Q2 2023 Filing
Filed July 25, 2023
Portfolio Value
$1.4T
Holdings
263
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (263 positions)
| Stock | Value |
|---|---|
QUALISHARES TR | $196K |
AQLTISHARES TR | $91K |
SPYVSPDR SER TR | $90K |
IJHISHARES TR | $85K |
SPYGSPDR SER TR | $79K |
IJRISHARES TR | $75K |
VEAVANGUARD TAX-MANAGED FDS | $48K |
VOVANGUARD INDEX FDS | $43K |
VXUSVANGUARD STAR FDS | $35K |
VUGVANGUARD INDEX FDS | $34K |
IVWISHARES TR | $34K |
VIGVANGUARD SPECIALIZED FUNDS | $33K |
VBVANGUARD INDEX FDS | $28K |
NDQINVESCO QQQ TR | $24K |
RTXRAYTHEON TECHNOLOGIES CORP | $21K |
ICFISHARES TR | $20K |
VTIVANGUARD INDEX FDS | $19K |
IEMGISHARES INC | $18K |
VOOGVANGUARD ADMIRAL FDS INC | $18K |
DTDWISDOMTREE TR | $17K |
AQLTISHARES TR | $15K |
SPYSPDR S&P 500 ETF TR | $14K |
AAPLAPPLE INC | $14K |
BSVVANGUARD BD INDEX FDS | $13K |
VCSHVANGUARD SCOTTSDALE FDS | $12K |
IBTEISHARES TR | $11K |
OTISOTIS WORLDWIDE CORP | $9K |
IWPISHARES TR | $9K |
MSFTMICROSOFT CORP | $8K |
REGLPROSHARES TR | $8K |
IWFISHARES TR | $8K |
IVVISHARES TR | $8K |
VMBSVANGUARD SCOTTSDALE FDS | $8K |
VOTVANGUARD INDEX FDS | $8K |
MUBISHARES TR | $7K |
BNDVANGUARD BD INDEX FDS | $7K |
IOOISHARES TR | $7K |
NOBLPROSHARES TR | $7K |
VOOVVANGUARD ADMIRAL FDS INC | $7K |
UNHUNITEDHEALTH GROUP INC | $6K |
VOOVANGUARD INDEX FDS | $6K |
RSPINVESCO EXCHANGE TRADED FD T | $6K |
TOTLSSGA ACTIVE ETF TR | $6K |
CARRCARRIER GLOBAL CORPORATION | $5K |
IWMISHARES TR | $5K |
HEZUISHARES TR | $5K |
AGGISHARES TR | $5K |
SDYSPDR SER TR | $5K |
VTVVANGUARD INDEX FDS | $4K |
DGROISHARES TR | $4K |
SLYGSPDR SER TR | $3K |
IJTISHARES TR | $3K |
EFAISHARES TR | $3K |
ESGEISHARES INC | $3K |
HDVISHARES TR | $3K |
HDHOME DEPOT INC | $3K |
AIGAMERICAN INTL GROUP INC | $3K |
NVDANVIDIA CORPORATION | $2K |
CITHE CIGNA GROUP | $2K |
VYMVANGUARD WHITEHALL FDS | $2K |
VWOVANGUARD INTL EQUITY INDEX F | $2K |
VBKVANGUARD INDEX FDS | $2K |
MDYSPDR S&P MIDCAP 400 ETF TR | $2K |
JNJJOHNSON & JOHNSON | $2K |
VGITVANGUARD SCOTTSDALE FDS | $2K |
EEMISHARES TR | $2K |
IYWISHARES TR | $2K |
IXUSISHARES TR | $2K |
IWSISHARES TR | $2K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2K |
BACBANK AMERICA CORP | $1K |
PGPROCTER AND GAMBLE CO | $1K |
TDIVFIRST TR EXCHANGE-TRADED FD | $1K |
VVISA INC | $1K |
VNQVANGUARD INDEX FDS | $1K |
COSTCOSTCO WHSL CORP NEW | $1K |
IWOISHARES TR | $1K |
AMZNAMAZON COM INC | $1K |
ABNBAIRBNB INC | $1K |
SLYVSPDR SER TR | $1K |
TSLATESLA INC | $1K |
TIPISHARES TR | $1K |
VCITVANGUARD SCOTTSDALE FDS | $1K |
DONWISDOMTREE TR | $1K |
IVEISHARES TR | $1K |
TJXTJX COS INC NEW | $1K |
RPVINVESCO EXCHANGE TRADED FD T | $1K |
JPMJPMORGAN CHASE & CO | $1K |
UNPUNION PAC CORP | $1K |
DFACDIMENSIONAL ETF TRUST | $1K |
NEENEXTERA ENERGY INC | $1K |
IBBISHARES TR | $1K |
IJJISHARES TR | $1K |
VEUVANGUARD INTL EQUITY INDEX F | $1K |
GOOGLALPHABET INC | $1K |
GOOGALPHABET INC | $1K |
APDAIR PRODS & CHEMS INC | $1K |
DESWISDOMTREE TR | $1K |
IWRISHARES TR | $1K |
ESGDISHARES TR | $1K |
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