Connecticut Wealth Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.1B
Holdings
308
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (308 positions)
| Stock | Value |
|---|---|
PEPPEPSICO INC | $1.7M |
PGRPROGRESSIVE CORP | $1.7M |
BACBANK AMERICA CORP | $1.7M |
ADBEADOBE INC | $1.7M |
NOWSERVICENOW INC | $1.7M |
DONSPDR DOW JONES INDL AVERAGE | $1.7M |
SNASNAP ON INC | $1.7M |
ORLYOREILLY AUTOMOTIVE INC | $1.7M |
BNDVANGUARD BD INDEX FDS | $1.7M |
NEENEXTERA ENERGY INC | $1.6M |
XOMEXXON MOBIL CORP | $1.6M |
MCDMCDONALDS CORP | $1.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.6M |
WMTWALMART INC | $1.5M |
AGGISHARES TR | $1.5M |
HRZNHORIZON TECHNOLOGY FIN CORP | $1.5M |
IWOISHARES TR | $1.5M |
IWRISHARES TR | $1.5M |
AXSAXIS CAP HLDGS LTD | $1.5M |
APHAMPHENOL CORP NEW | $1.5M |
MTBM & T BK CORP | $1.5M |
VEUVANGUARD INTL EQUITY INDEX F | $1.5M |
MARMARRIOTT INTL INC NEW | $1.5M |
ITWILLINOIS TOOL WKS INC | $1.5M |
TERTERADYNE INC | $1.4M |
ABTABBOTT LABS | $1.4M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $1.4M |
DFACDIMENSIONAL ETF TRUST | $1.3M |
VRTXVERTEX PHARMACEUTICALS INC | $1.3M |
EEMISHARES TR | $1.3M |
SLYGSPDR SERIES TRUST | $1.3M |
AJGGALLAGHER ARTHUR J & CO | $1.2M |
MCXMCCORMICK & CO INC | $1.2M |
COPCONOCOPHILLIPS | $1.2M |
GEVGE VERNOVA INC | $1.2M |
CMICUMMINS INC | $1.2M |
NFLXNETFLIX INC | $1.2M |
MAMASTERCARD INCORPORATED | $1.2M |
SLYVSPDR SERIES TRUST | $1.2M |
TSLATESLA INC | $1.2M |
DONWISDOMTREE TR | $1.1M |
RPVINVESCO EXCHANGE TRADED FD T | $1.1M |
FASTFASTENAL CO | $1.1M |
ROKROCKWELL AUTOMATION INC | $1.1M |
IBBISHARES TR | $1.1M |
CBCHUBB LIMITED | $1.0M |
HIGHARTFORD INSURANCE GROUP INC | $1.0M |
MRSHMARSH & MCLENNAN COS INC | $994K |
CRMSALESFORCE INC | $988K |
ZTSZOETIS INC | $974K |
HUBBHUBBELL INC | $972K |
CSCOCISCO SYS INC | $970K |
PHPARKER-HANNIFIN CORP | $963K |
SMGSCOTTS MIRACLE-GRO CO | $961K |
AUBATLANTIC UN BANKSHARES CORP | $946K |
TTTRANE TECHNOLOGIES PLC | $940K |
LOWLOWES COS INC | $935K |
IVEISHARES TR | $919K |
TSCOTRACTOR SUPPLY CO | $915K |
IWDISHARES TR | $910K |
INTUINTUIT | $909K |
AONAON PLC | $908K |
SHWSHERWIN WILLIAMS CO | $876K |
DESWISDOMTREE TR | $875K |
DISDISNEY WALT CO | $854K |
TXNTEXAS INSTRS INC | $848K |
SOXXISHARES TR | $844K |
MDYGSPDR SERIES TRUST | $842K |
VOEVANGUARD INDEX FDS | $800K |
CVXCHEVRON CORP NEW | $790K |
ULSUL SOLUTIONS INC | $786K |
SCHDSCHWAB STRATEGIC TR | $784K |
GSGOLDMAN SACHS GROUP INC | $783K |
FLOTISHARES TR | $765K |
VGITVANGUARD SCOTTSDALE FDS | $763K |
ALCALCON AG | $760K |
IWNISHARES TR | $755K |
XLUSELECT SECTOR SPDR TR | $753K |
MRKMERCK & CO INC | $752K |
ABBVABBVIE INC | $744K |
IJJISHARES TR | $736K |
TRVTRAVELERS COMPANIES INC | $726K |
DEDEERE & CO | $722K |
LHLABCORP HOLDINGS INC | $720K |
FICOFAIR ISAAC CORP | $720K |
EMREMERSON ELEC CO | $718K |
EOGEOG RES INC | $717K |
FDLFIRST TR EXCHANGE-TRADED FD | $712K |
ISRGINTUITIVE SURGICAL INC | $698K |
WMWASTE MGMT INC DEL | $694K |
KOCOCA COLA CO | $689K |
CHDCHURCH & DWIGHT CO INC | $682K |
ABNBAIRBNB INC | $666K |
DWDMORGAN STANLEY | $665K |
QCOMQUALCOMM INC | $651K |
APDAIR PRODS & CHEMS INC | $648K |
MDLZMONDELEZ INTL INC | $645K |
SCHXSCHWAB STRATEGIC TR | $644K |
BKNGBOOKING HOLDINGS INC | $631K |
BDXBECTON DICKINSON & CO | $621K |