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Connecticut Wealth Management, LLC

All holdings · as of Dec 31, 2025

316 positions

CompanyClassValueShares% of portfolio
FORD MOTOR CO$151.5K11,5470.0%
TriSalus Life Sciences, Inc.$155.7K22,3030.0%
QUICKLOGIC CorpQUIKCommon Stock$193.5K32,2000.0%
iShares MSCI UAE ETF$200.3K1,3470.0%
LINCOLN NATIONAL CORP$202.2K4,5410.0%
Uber Technologies, Inc$204.5K2,5030.0%
NASDAQ, Inc.$205.0K2,1110.0%
Schrodinger, Inc.$207.0K11,5760.0%
Toast, Inc.$210.5K5,9270.0%
Credo Technology Group Holding Ltd$215.8K1,5000.0%
MICRON TECHNOLOGY INC$216.9K7600.0%
VANGUARD INTL EQUITY INDEX$219.4K1,5550.0%
WEC ENERGY GROUP, INC.$222.2K2,1070.0%
NIKE, Inc.$225.0K3,5320.0%
ConocoPhillips$230.5K2,4620.0%
INVESCO EXCH TRD SLF IDX FD$231.5K2,5740.0%
TG Therapeutics Inc$232.0K7,7820.0%
Universal Display Corp$233.6K2,0000.0%
SCHWAB STRATEGIC TR$234.2K8,9280.0%
Becton Dickinson & Co$235.0K1,2110.0%
3M CO$236.8K1,4790.0%
JOHN HANCOCK PREMIUM DIVIDEND FUNDPDTClosed-End Fund$238.0K18,7420.0%
VANGUARD INDEX FDS$238.4K1,1260.0%
ALLSTATE CORP$239.2K1,1490.0%
Constellation Energy Corp$239.2K6770.0%
INTEL CORP$241.8K6,5530.0%
ISHARES TR$242.9K1,6390.0%
CVS HEALTH Corp$248.0K3,1250.0%
CADENCE DESIGN SYSTEMS INC$248.8K7960.0%
ABERDEEN MULTI-MARKET INCOME FUNDMMTClosed-End Fund$250.5K53,8800.0%
General Motors Co$251.0K3,0860.0%
ISHARES TR$251.9K11,2620.0%
VEEVA SYSTEMS INC$252.7K1,1320.0%
IDEXX LABORATORIES INC /DE$253.0K3740.0%
REPLIGEN CORP$255.8K1,5610.0%
ANALOG DEVICES INC$256.0K9440.0%
INVESCO EXCHANGE TRADED FD$257.5K5,0000.0%
The PNC Financial Services Group, Inc.$262.4K1,2570.0%
ISHARES TR$270.3K2,8430.0%
FISERV INC$272.4K4,0560.0%
TRIMBLE INC.$278.0K3,5480.0%
AT&T INC.$280.0K11,2730.0%
VANGUARD INDEX FDS$280.5K8910.0%
NOVARTIS AG$281.3K2,0400.0%
ISHARES TR$281.6K1,9950.0%
Avery Dennison Corp$285.6K1,5700.0%
Sony Group CorpSONYADR$286.2K11,1800.0%
Dutch Bros Inc.$288.3K4,7100.0%
ISHARES TR$290.6K3,0000.0%
Hamilton Lane INC$300.2K2,2350.0%
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