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)

StockValue
HEIHEICO CORP NEW
$615K
SYKSTRYKER CORPORATION
$605K
AMGNAMGEN INC
$603K
AMEAMETEK INC
$601K
XYLXYLEM INC
$598K
CSXCSX CORP
$583K
WFCWELLS FARGO CO NEW
$579K
CWBSPDR SERIES TRUST
$578K
PRUPRUDENTIAL FINL INC
$572K
RFGINVESCO EXCHANGE TRADED FD T
$552K
PSXPHILLIPS 66
$540K
CYBRCYBERARK SOFTWARE LTD
$539K
FTNTFORTINET INC
$528K
ETNEATON CORP PLC
$517K
GMGENERAL MTRS CO
$498K
ESEVERSOURCE ENERGY
$497K
PWRQUANTA SVCS INC
$476K
ECLECOLAB INC
$475K
REZISHARES TR
$473K
SBUXSTARBUCKS CORP
$460K
PRFINVESCO EXCHANGE TRADED FD T
$459K
ASMLASML HOLDING N V
$458K
MLMMARTIN MARIETTA MATLS INC
$453K
FISVFISERV INC
$443K
SMHVANECK ETF TRUST
$440K
CSLCARLISLE COS INC
$429K
GLWCORNING INC
$409K
EQIXEQUINIX INC
$404K
REGNREGENERON PHARMACEUTICALS
$397K
MSCIMSCI INC
$393K
VGTVANGUARD WORLD FD
$392K
SCHASCHWAB STRATEGIC TR
$391K
SUSAISHARES TR
$391K
AXPAMERICAN EXPRESS CO
$388K
PLTRPALANTIR TECHNOLOGIES INC
$386K
EFGISHARES TR
$379K
BSXBOSTON SCIENTIFIC CORP
$371K
CSTKINVESCO ACTIVELY MANAGED EXC
$370K
GRMNGARMIN LTD
$368K
BABOEING CO
$363K
AZNASTRAZENECA PLC
$361K
EWEDWARDS LIFESCIENCES CORP
$360K
ZBHZIMMER BIOMET HOLDINGS INC
$359K
GDGENERAL DYNAMICS CORP
$358K
TFXTELEFLEX INCORPORATED
$357K
OLEDUNIVERSAL DISPLAY CORP
$355K
VONVVANGUARD SCOTTSDALE FDS
$350K
USMVISHARES TR
$334K
WTWWILLIS TOWERS WATSON PLC LTD
$328K
VEEVVEEVA SYS INC
$326K
TAT&T INC
$324K
HLNEHAMILTON LANE INC
$318K
FIXCOMFORT SYS USA INC
$316K
AVYAVERY DENNISON CORP
$311K
TRVCCITIGROUP INC
$307K
KKRKKR & CO INC
$306K
SCHRSCHWAB STRATEGIC TR
$304K
DMXFISHARES TR
$301K
IUSGISHARES TR
$301K
SONYSONY GROUP CORP
$291K
NKENIKE INC
$290K
IBTHISHARES TR
$289K
AQLTISHARES TR
$286K
HALOHALOZYME THERAPEUTICS INC
$283K
TGTXTG THERAPEUTICS INC
$280K
KMBKIMBERLY-CLARK CORP
$275K
IJKISHARES TR
$273K
KNSLKINSALE CAP GROUP INC
$271K
VLOVALERO ENERGY CORP
$270K
PNCPNC FINL SVCS GROUP INC
$270K
POWAINVESCO EXCH TRD SLF IDX FD
$270K
TRMBTRIMBLE INC
$270K
AG8AGILENT TECHNOLOGIES INC
$266K
IBTIISHARES TR
$265K
LMTLOCKHEED MARTIN CORP
$264K
VVVANGUARD INDEX FDS
$262K
VHTVANGUARD WORLD FD
$258K
ELFE L F BEAUTY INC
$257K
CVSCVS HEALTH CORP
$255K
TDTORONTO DOMINION BK ONT
$254K
NVSNNOVARTIS AG
$247K
CDNSCADENCE DESIGN SYSTEM INC
$245K
SDGRSCHRODINGER INC
$244K
CMGCHIPOTLE MEXICAN GRILL INC
$241K
MGKVANGUARD WORLD FD
$241K
PFMINVESCO EXCHANGE TRADED FD T
$241K
ALSALLSTATE CORP
$231K
MBBISHARES TR
$230K
UBERUBER TECHNOLOGIES INC
$230K
GLPGLOBAL PARTNERS LP
$228K
DTDYNATRACE INC
$226K
MMM3M CO
$225K
VBRVANGUARD INDEX FDS
$220K
CEGCONSTELLATION ENERGY CORP
$219K
WECWEC ENERGY GROUP INC
$216K
PAYXPAYCHEX INC
$216K
RI2RIGEL PHARMACEUTICALS INC
$216K
DELLDELL TECHNOLOGIES INC
$215K
SCHBSCHWAB STRATEGIC TR
$213K
DYHTARGET CORP
$206K
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