Connecticut Wealth Management, LLC Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$1.9B
Holdings
323
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (323 positions)
| Stock | Value |
|---|---|
ACNACCENTURE PLC IRELAND | $2.0M |
ABTABBOTT LABS | $1.0M |
QUALISHARES TR | $261K |
SPYVSPDR SER TR | $118K |
AQLTISHARES TR | $115K |
SPYGSPDR SER TR | $110K |
IJHISHARES TR | $108K |
IJRISHARES TR | $97K |
VEAVANGUARD TAX-MANAGED FDS | $51K |
VOVANGUARD INDEX FDS | $48K |
VUGVANGUARD INDEX FDS | $43K |
IVWISHARES TR | $40K |
VXUSVANGUARD STAR FDS | $37K |
VIGVANGUARD SPECIALIZED FUNDS | $36K |
VBVANGUARD INDEX FDS | $31K |
NDQINVESCO QQQ TR | $30K |
IEMGISHARES INC | $29K |
AAPLAPPLE INC | $23K |
VOOGVANGUARD ADMIRAL FDS INC | $22K |
ICFISHARES TR | $22K |
VTIVANGUARD INDEX FDS | $22K |
MSFTMICROSOFT CORP | $21K |
SPYSPDR S&P 500 ETF TR | $21K |
RTXRTX CORPORATION | $20K |
IBTEISHARES TR | $20K |
VMBSVANGUARD SCOTTSDALE FDS | $19K |
DTDWISDOMTREE TR | $19K |
AQLTISHARES TR | $14K |
MCOMOODYS CORP | $13K |
HEZUISHARES TR | $13K |
AIGAMERICAN INTL GROUP INC | $13K |
VCSHVANGUARD SCOTTSDALE FDS | $11K |
IWPISHARES TR | $11K |
NVDANVIDIA CORPORATION | $11K |
IWFISHARES TR | $10K |
BSVVANGUARD BD INDEX FDS | $10K |
IVVISHARES TR | $10K |
OTISOTIS WORLDWIDE CORP | $9K |
VOTVANGUARD INDEX FDS | $9K |
BNDVANGUARD BD INDEX FDS | $8K |
VNQVANGUARD INDEX FDS | $8K |
VOOVANGUARD INDEX FDS | $8K |
VOOVVANGUARD ADMIRAL FDS INC | $8K |
REGLPROSHARES TR | $8K |
CARRCARRIER GLOBAL CORPORATION | $7K |
RSPINVESCO EXCHANGE TRADED FD T | $7K |
IWMISHARES TR | $7K |
DGROISHARES TR | $6K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6K |
BIVVANGUARD BD INDEX FDS | $6K |
IOOISHARES TR | $6K |
COSTCOSTCO WHSL CORP NEW | $6K |
GOOGLALPHABET INC | $6K |
NOBLPROSHARES TR | $6K |
MUBISHARES TR | $6K |
AMZNAMAZON COM INC | $5K |
GOOGALPHABET INC | $5K |
EFAISHARES TR | $5K |
SDYSPDR SER TR | $5K |
JPMJPMORGAN CHASE & CO. | $5K |
VTVVANGUARD INDEX FDS | $5K |
UNHUNITEDHEALTH GROUP INC | $5K |
TOTLSSGA ACTIVE ETF TR | $5K |
HDHOME DEPOT INC | $5K |
BONDPIMCO ETF TR | $4K |
VVISA INC | $4K |
AVGOBROADCOM INC | $4K |
VGITVANGUARD SCOTTSDALE FDS | $4K |
AGGISHARES TR | $4K |
PEPPEPSICO INC | $3K |
MCKMCKESSON CORP | $3K |
JNJJOHNSON & JOHNSON | $3K |
IYWISHARES TR | $3K |
HDVISHARES TR | $3K |
DHRDANAHER CORPORATION | $3K |
IWSISHARES TR | $3K |
PGPROCTER AND GAMBLE CO | $3K |
ADBEADOBE INC | $3K |
CITCINTAS CORP | $3K |
ESGEISHARES INC | $2K |
MRKMERCK & CO INC | $2K |
HONHONEYWELL INTL INC | $2K |
IJTISHARES TR | $2K |
TDIVFIRST TR EXCHANGE-TRADED FD | $2K |
VYMVANGUARD WHITEHALL FDS | $2K |
ZTSZOETIS INC | $2K |
ITGARTNER INC | $2K |
TERTERADYNE INC | $2K |
METAMETA PLATFORMS INC | $2K |
HRZNHORIZON TECHNOLOGY FIN CORP | $2K |
VBKVANGUARD INDEX FDS | $2K |
IXUSISHARES TR | $2K |
VWOVANGUARD INTL EQUITY INDEX F | $2K |
SUBISHARES TR | $2K |
TMOTHERMO FISHER SCIENTIFIC INC | $2K |
UNPUNION PAC CORP | $2K |
EEMISHARES TR | $2K |
MDYSPDR S&P MIDCAP 400 ETF TR | $2K |
LLYELI LILLY & CO | $2K |
ESGDISHARES TR | $2K |
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