Connecticut Wealth Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$2.3B
Holdings
317
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (317 positions)
| Stock | Value |
|---|---|
WMWASTE MGMT INC DEL | $638K |
GLWCORNING INC | $638K |
CSXCSX CORP | $635K |
ANETARISTA NETWORKS INC | $634K |
SOXXISHARES TR | $633K |
CWBSPDR SERIES TRUST | $633K |
APDAIR PRODS & CHEMS INC | $626K |
KOCOCA COLA CO | $626K |
XYLXYLEM INC | $625K |
AMEAMETEK INC | $624K |
CHDCHURCH & DWIGHT CO INC | $620K |
PSXPHILLIPS 66 | $616K |
HEIHEICO CORP NEW | $605K |
SCHXSCHWAB STRATEGIC TR | $601K |
WFCWELLS FARGO CO NEW | $599K |
VGITVANGUARD SCOTTSDALE FDS | $592K |
FICOFAIR ISAAC CORP | $590K |
ADBEADOBE INC | $586K |
BKNGBOOKING HOLDINGS INC | $578K |
RFGINVESCO EXCHANGE TRADED FD T | $577K |
ISRGINTUITIVE SURGICAL INC | $574K |
FLOTISHARES TR | $566K |
XLFSELECT SECTOR SPDR TR | $561K |
ASMLASML HOLDING N V | $557K |
ESEVERSOURCE ENERGY | $556K |
PRUPRUDENTIAL FINL INC | $552K |
FISVFISERV INC | $552K |
ETNEATON CORP PLC | $539K |
PLTRPALANTIR TECHNOLOGIES INC | $526K |
PWRQUANTA SVCS INC | $522K |
MLMMARTIN MARIETTA MATLS INC | $521K |
IUSGISHARES TR | $514K |
PRFINVESCO EXCHANGE TRADED FD T | $491K |
REZISHARES TR | $489K |
FIXCOMFORT SYS USA INC | $487K |
BGTBLACKROCK FLOATING RATE INC | $481K |
HALHALLIBURTON CO | $477K |
SYKSTRYKER CORPORATION | $474K |
MDLZMONDELEZ INTL INC | $472K |
GRMNGARMIN LTD | $434K |
REGNREGENERON PHARMACEUTICALS | $426K |
GDGENERAL DYNAMICS CORP | $422K |
FTNTFORTINET INC | $420K |
SUSAISHARES TR | $419K |
SBUXSTARBUCKS CORP | $414K |
EQIXEQUINIX INC | $391K |
AZNASTRAZENECA PLC | $391K |
CSTKINVESCO ACTIVELY MANAGED EXC | $390K |
ZBHZIMMER BIOMET HOLDINGS INC | $388K |
EFGISHARES TR | $386K |
CSLCARLISLE COS INC | $378K |
XLUSELECT SECTOR SPDR TR | $373K |
WTWWILLIS TOWERS WATSON PLC LTD | $369K |
TFXTELEFLEX INCORPORATED | $369K |
HALOHALOZYME THERAPEUTICS INC | $363K |
SCHASCHWAB STRATEGIC TR | $353K |
EWEDWARDS LIFESCIENCES CORP | $353K |
MSCIMSCI INC | $350K |
IBBISHARES TR | $347K |
VLOVALERO ENERGY CORP | $338K |
VEEVVEEVA SYS INC | $337K |
BSXBOSTON SCIENTIFIC CORP | $337K |
OLEDUNIVERSAL DISPLAY CORP | $330K |
BABOEING CO | $328K |
TAT&T INC | $327K |
SONYSONY GROUP CORP | $322K |
GMGENERAL MTRS CO | $313K |
ESGDISHARES TR | $313K |
USMVISHARES TR | $312K |
LMTLOCKHEED MARTIN CORP | $308K |
AQLTISHARES TR | $306K |
DMXFISHARES TR | $306K |
HLNEHAMILTON LANE INC | $301K |
PLDPROLOGIS INC. | $301K |
AG8AGILENT TECHNOLOGIES INC | $295K |
TRMBTRIMBLE INC | $290K |
IJKISHARES TR | $288K |
VVVANGUARD INDEX FDS | $283K |
TDTORONTO DOMINION BK ONT | $283K |
TGTXTG THERAPEUTICS INC | $281K |
CDNSCADENCE DESIGN SYSTEM INC | $280K |
NKENIKE INC | $280K |
AMTAMERICAN TOWER CORP NEW | $277K |
ELFE L F BEAUTY INC | $274K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $269K |
TRVCCITIGROUP INC | $264K |
IYJISHARES TR | $262K |
NVSNNOVARTIS AG | $262K |
MMTMFS MULTIMARKET INCOME TR | $258K |
AVYAVERY DENNISON CORP | $255K |
PFMINVESCO EXCHANGE TRADED FD T | $254K |
PNCPNC FINL SVCS GROUP INC | $253K |
PDTHANCOCK JOHN PREM DIVID FD | $250K |
ALSALLSTATE CORP | $247K |
BROSDUTCH BROS INC | $247K |
KMBKIMBERLY-CLARK CORP | $246K |
INTCINTEL CORP | $242K |
WECWEC ENERGY GROUP INC | $240K |
CVSCVS HEALTH CORP | $236K |
VBRVANGUARD INDEX FDS | $235K |