Connecticut Wealth Management, LLC Q4 2024 Filing
Filed February 18, 2025
Portfolio Value
$2.0B
Holdings
269
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (269 positions)
| Stock | Value |
|---|---|
QUALISHARES TR | $285.0M |
SPYGSPDR SER TR | $274.6M |
VOTVANGUARD INDEX FDS | $200.1M |
IJHISHARES TR | $127.5M |
AQLTISHARES TR | $118.2M |
IJRISHARES TR | $116.5M |
VEAVANGUARD TAX-MANAGED FDS | $53.1M |
IVWISHARES TR | $43.0M |
VIGVANGUARD SPECIALIZED FUNDS | $38.4M |
VOOVVANGUARD ADMIRAL FDS INC | $32.9M |
VGSHVANGUARD SCOTTSDALE FDS | $32.7M |
VXUSVANGUARD STAR FDS | $31.7M |
IEMGISHARES INC | $31.4M |
NDQINVESCO QQQ TR | $30.3M |
AAPLAPPLE INC | $28.2M |
ICFISHARES TR | $27.1M |
RTXRTX CORPORATION | $24.3M |
DTDWISDOMTREE TR | $23.1M |
SPYSPDR S&P 500 ETF TR | $22.3M |
MSFTMICROSOFT CORP | $21.0M |
AQLTISHARES TR | $20.1M |
BSVVANGUARD BD INDEX FDS | $18.0M |
NVDANVIDIA CORPORATION | $13.4M |
IWPISHARES TR | $13.0M |
GOOGALPHABET INC | $12.7M |
IWFISHARES TR | $11.6M |
NOBLPROSHARES TR | $11.5M |
IVVISHARES TR | $10.4M |
AIGAMERICAN INTL GROUP INC | $9.4M |
OTISOTIS WORLDWIDE CORP | $9.3M |
PRFINVESCO EXCHANGE TRADED FD T | $8.6M |
HEZUISHARES TR | $8.0M |
CARRCARRIER GLOBAL CORPORATION | $7.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.5M |
COSTCOSTCO WHSL CORP NEW | $7.3M |
IOOISHARES TR | $7.1M |
AMZNAMAZON COM INC | $6.9M |
MCOMOODYS CORP | $6.7M |
DGROISHARES TR | $6.6M |
BONDPIMCO ETF TR | $6.6M |
IWMISHARES TR | $6.6M |
AVGOBROADCOM INC | $6.1M |
—ARCH CAP GROUP LTD | $5.9M |
MUBISHARES TR | $5.7M |
JPMJPMORGAN CHASE & CO. | $5.5M |
HDHOME DEPOT INC | $5.3M |
UNHUNITEDHEALTH GROUP INC | $5.3M |
VVISA INC | $5.3M |
EFAISHARES TR | $4.9M |
VEUVANGUARD INTL EQUITY INDEX F | $3.9M |
TOTLSSGA ACTIVE ETF TR | $3.6M |
IWSISHARES TR | $3.6M |
MCKMCKESSON CORP | $3.5M |
HDVISHARES TR | $3.4M |
PGPROCTER AND GAMBLE CO | $3.2M |
CITCINTAS CORP | $3.1M |
IYWISHARES TR | $3.0M |
ACNACCENTURE PLC IRELAND | $2.8M |
HONHONEYWELL INTL INC | $2.8M |
VYMVANGUARD WHITEHALL FDS | $2.7M |
DHRDANAHER CORPORATION | $2.7M |
IBMINTERNATIONAL BUSINESS MACHS | $2.7M |
AGGISHARES TR | $2.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.6M |
MDYSPDR S&P MIDCAP 400 ETF TR | $2.6M |
A4SAMERIPRISE FINL INC | $2.4M |
JNJJOHNSON & JOHNSON | $2.4M |
ADBEADOBE INC | $2.4M |
METAMETA PLATFORMS INC | $2.4M |
IJTISHARES TR | $2.3M |
ADPAUTOMATIC DATA PROCESSING IN | $2.3M |
PEPPEPSICO INC | $2.2M |
ITGARTNER INC | $2.2M |
TJXTJX COS INC NEW | $2.2M |
UNPUNION PAC CORP | $2.1M |
ESGEISHARES INC | $2.1M |
TDIVFIRST TR EXCHANGE-TRADED FD | $2.1M |
IXUSISHARES TR | $2.1M |
IBTGISHARES TR | $2.0M |
TERTERADYNE INC | $2.0M |
CATCATERPILLAR INC | $2.0M |
TSLATESLA INC | $2.0M |
ORCLORACLE CORP | $2.0M |
SNASNAP ON INC | $1.9M |
SCHBSCHWAB STRATEGIC TR | $1.9M |
HRZNHORIZON TECHNOLOGY FIN CORP | $1.9M |
LLYELI LILLY & CO | $1.9M |
NOWSERVICENOW INC | $1.8M |
NEENEXTERA ENERGY INC | $1.8M |
ESGDISHARES TR | $1.7M |
XOMEXXON MOBIL CORP | $1.7M |
EEMISHARES TR | $1.7M |
PGRPROGRESSIVE CORP | $1.6M |
XLUSELECT SECTOR SPDR TR | $1.6M |
DONSPDR DOW JONES INDL AVERAGE | $1.6M |
MCDMCDONALDS CORP | $1.6M |
IWOISHARES TR | $1.6M |
ITWILLINOIS TOOL WKS INC | $1.6M |
BACBANK AMERICA CORP | $1.5M |
MARMARRIOTT INTL INC NEW | $1.5M |
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