Connecticut Wealth Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.3T
Holdings
317
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (317 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TOTLSSGA ACTIVE ETF TR | 48,296 | $2.0B | 0.09% | |
| 102 | CITHE CIGNA GROUP | 6,578 | $1.9B | 0.08% | |
| 103 | PEPPEPSICO INC | 13,354 | $1.9B | 0.08% | |
| 104 | XOMEXXON MOBIL CORP | 16,334 | $1.8B | 0.08% | |
| 105 | SNASNAP ON INC | 5,263 | $1.8B | 0.08% | |
| 106 | DONSPDR DOW JONES INDL AVERAGE | 3,878 | $1.8B | 0.08% | |
| 107 | VPUVANGUARD WORLD FD | 9,435 | $1.8B | 0.08% | |
| 108 | BXBLACKSTONE INC | 10,417 | $1.8B | 0.08% | |
| 109 | IWOISHARES TR | 5,288 | $1.7B | 0.08% | |
| 110 | BACBANK AMERICA CORP | 32,734 | $1.7B | 0.07% | |
| 111 | APHAMPHENOL CORP NEW | 13,605 | $1.7B | 0.07% | |
| 112 | WMTWALMART INC | 15,969 | $1.6B | 0.07% | |
| 113 | MCDMCDONALDS CORP | 5,374 | $1.6B | 0.07% | |
| 114 | ABBVABBVIE INC | 7,042 | $1.6B | 0.07% | |
| 115 | PGRPROGRESSIVE CORP | 6,432 | $1.6B | 0.07% | |
| 116 | VEUVANGUARD INTL EQUITY INDEX F | 22,020 | $1.6B | 0.07% | |
| 117 | CMICUMMINS INC | 3,660 | $1.5B | 0.07% | |
| 118 | NOWSERVICENOW INC | 1,665 | $1.5B | 0.07% | |
| 119 | FBNDFIDELITY MERRIMACK STR TR | 33,062 | $1.5B | 0.07% | |
| 120 | MTBM & T BK CORP | 7,687 | $1.5B | 0.07% | |
| 121 | AMGNAMGEN INC | 5,189 | $1.5B | 0.06% | |
| 122 | DFACDIMENSIONAL ETF TRUST | 37,293 | $1.4B | 0.06% | |
| 123 | ITWILLINOIS TOOL WKS INC | 5,459 | $1.4B | 0.06% | |
| 124 | ITGARTNER INC | 5,346 | $1.4B | 0.06% | |
| 125 | TSLATESLA INC | 3,149 | $1.4B | 0.06% | |
| 126 | IWRISHARES TR | 14,469 | $1.4B | 0.06% | |
| 127 | AXSAXIS CAP HLDGS LTD | 14,546 | $1.4B | 0.06% | |
| 128 | MARMARRIOTT INTL INC NEW | 5,324 | $1.4B | 0.06% | |
| 129 | GEVGE VERNOVA INC | 2,241 | $1.4B | 0.06% | |
| 130 | ABTABBOTT LABS | 9,678 | $1.3B | 0.06% | |
| 131 | HRZNHORIZON TECHNOLOGY FIN CORP | 212,031 | $1.3B | 0.06% | |
| 132 | FASTFASTENAL CO | 26,276 | $1.3B | 0.06% | |
| 133 | COPCONOCOPHILLIPS | 13,493 | $1.3B | 0.06% | |
| 134 | IWDISHARES TR | 6,114 | $1.2B | 0.06% | |
| 135 | BIVVANGUARD BD INDEX FDS | 15,874 | $1.2B | 0.06% | |
| 136 | MAMASTERCARD INCORPORATED | 2,137 | $1.2B | 0.05% | |
| 137 | RPVINVESCO EXCHANGE TRADED FD T | 11,947 | $1.2B | 0.05% | |
| 138 | XLCSELECT SECTOR SPDR TR | 10,012 | $1.2B | 0.05% | |
| 139 | DONWISDOMTREE TR | 22,469 | $1.2B | 0.05% | |
| 140 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 17,512 | $1.2B | 0.05% | |
| 141 | AJGGALLAGHER ARTHUR J & CO | 3,759 | $1.2B | 0.05% | |
| 142 | ROKROCKWELL AUTOMATION INC | 3,329 | $1.2B | 0.05% | |
| 143 | NFLXNETFLIX INC | 962 | $1.2B | 0.05% | |
| 144 | EEMISHARES TR | 20,856 | $1.1B | 0.05% | |
| 145 | AGGISHARES TR | 10,985 | $1.1B | 0.05% | |
| 146 | MCXMCCORMICK & CO INC | 16,453 | $1.1B | 0.05% | |
| 147 | CSCOCISCO SYS INC | 15,925 | $1.1B | 0.05% | |
| 148 | ESGEISHARES INC | 24,901 | $1.1B | 0.05% | |
| 149 | BNDVANGUARD BD INDEX FDS | 14,449 | $1.1B | 0.05% | |
| 150 | AUBATLANTIC UN BANKSHARES CORP | 30,231 | $1.1B | 0.05% | |
| 151 | LOWLOWES COS INC | 4,223 | $1.1B | 0.05% | |
| 152 | SLYVSPDR SERIES TRUST | 11,834 | $1.0B | 0.05% | |
| 153 | VRTXVERTEX PHARMACEUTICALS INC | 2,648 | $1.0B | 0.05% | |
| 154 | PHPARKER-HANNIFIN CORP | 1,365 | $1.0B | 0.05% | |
| 155 | CBCHUBB LIMITED | 3,634 | $1.0B | 0.05% | |
| 156 | HUBBHUBBELL INC | 2,380 | $1.0B | 0.05% | |
| 157 | SLYGSPDR SERIES TRUST | 10,728 | $1.0B | 0.04% | |
| 158 | BLKBLACKROCK INC | 862 | $1.0B | 0.04% | |
| 159 | TSCOTRACTOR SUPPLY CO | 17,320 | $985.0M | 0.04% | |
| 160 | IVEISHARES TR | 4,755 | $982.0M | 0.04% | |
| 161 | HIGHARTFORD INSURANCE GROUP INC | 7,317 | $976.0M | 0.04% | |
| 162 | DESWISDOMTREE TR | 27,545 | $927.7M | 0.04% | |
| 163 | MDYGSPDR SERIES TRUST | 10,075 | $922.5M | 0.04% | |
| 164 | SHWSHERWIN WILLIAMS CO | 2,566 | $888.5M | 0.04% | |
| 165 | MRSHMARSH & MCLENNAN COS INC | 4,385 | $883.7M | 0.04% | |
| 166 | CRMSALESFORCE INC | 3,727 | $883.3M | 0.04% | |
| 167 | GSGOLDMAN SACHS GROUP INC | 1,088 | $866.7M | 0.04% | |
| 168 | TTTRANE TECHNOLOGIES PLC | 2,038 | $860.0M | 0.04% | |
| 169 | VOEVANGUARD INDEX FDS | 4,864 | $849.2M | 0.04% | |
| 170 | CVXCHEVRON CORP NEW | 5,434 | $843.8M | 0.04% | |
| 171 | AONAON PLC | 2,344 | $835.8M | 0.04% | |
| 172 | TRVTRAVELERS COMPANIES INC | 2,901 | $809.9M | 0.04% | |
| 173 | SCHDSCHWAB STRATEGIC TR | 29,600 | $808.1M | 0.04% | |
| 174 | VHTVANGUARD WORLD FD | 3,079 | $799.3M | 0.04% | |
| 175 | ECLECOLAB INC | 2,903 | $795.0M | 0.04% | |
| 176 | LHLABCORP HOLDINGS INC | 2,744 | $787.7M | 0.03% | |
| 177 | INTUINTUIT | 1,151 | $786.0M | 0.03% | |
| 178 | IWNISHARES TR | 4,388 | $775.8M | 0.03% | |
| 179 | ULSUL SOLUTIONS INC | 10,785 | $764.2M | 0.03% | |
| 180 | MRKMERCK & CO INC | 9,099 | $763.7M | 0.03% | |
| 181 | BCCCGLOBAL X FDS | 15,697 | $747.6M | 0.03% | |
| 182 | AXPAMERICAN EXPRESS CO | 2,229 | $740.4M | 0.03% | |
| 183 | INDAISHARES TR | 14,192 | $738.8M | 0.03% | |
| 184 | TXNTEXAS INSTRS INC | 4,020 | $738.6M | 0.03% | |
| 185 | FDLFIRST TR EXCHANGE-TRADED FD | 17,000 | $738.0M | 0.03% | |
| 186 | DISDISNEY WALT CO | 6,335 | $725.4M | 0.03% | |
| 187 | IJJISHARES TR | 5,572 | $722.8M | 0.03% | |
| 188 | DWDMORGAN STANLEY | 4,522 | $718.8M | 0.03% | |
| 189 | GQ9SPDR GOLD TR | 2,013 | $715.4M | 0.03% | |
| 190 | IYFISHARES TR | 5,622 | $712.0M | 0.03% | |
| 191 | EMREMERSON ELEC CO | 5,328 | $699.0M | 0.03% | |
| 192 | ZTSZOETIS INC | 4,694 | $686.9M | 0.03% | |
| 193 | IHIISHARES TR | 11,319 | $680.1M | 0.03% | |
| 194 | BDXBECTON DICKINSON & CO | 3,611 | $675.9M | 0.03% | |
| 195 | VISVANGUARD WORLD FD | 2,261 | $669.8M | 0.03% | |
| 196 | QCOMQUALCOMM INC | 3,990 | $663.8M | 0.03% | |
| 197 | XLVSELECT SECTOR SPDR TR | 4,704 | $654.6M | 0.03% | |
| 198 | DEDEERE & CO | 1,419 | $648.9M | 0.03% | |
| 199 | ALCALCON AG | 8,613 | $641.8M | 0.03% | |
| 200 | EOGEOG RES INC | 5,718 | $641.1M | 0.03% |