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Connecticut Wealth Management, LLC

All holdings · as of Dec 31, 2025

316 positions

CompanyClassValueShares% of portfolio
Agilent Technologies Inc$307.0K2,2560.0%
iShares MSCI UAE ETF$308.5K3,2760.0%
Seagate Technology Holdings PLC$313.4K1,1380.0%
VANGUARD SCOTTSDALE FDS$313.4K5,2300.0%
Halozyme Therapeutics Inc$314.2K4,6680.0%
BOSTON SCIENTIFIC CORP$316.5K3,3190.0%
ISHARES SILVER TR$318.2K4,9400.0%
Valero Energy Corp$322.8K1,9830.0%
The Boeing Company$327.1K1,5070.0%
iShares MSCI UAE ETF$333.3K4,4340.0%
TORONTO DOMINION BK ONT$333.4K3,5390.0%
CITIGROUP INC$336.0K2,8790.0%
American Tower Corp$343.4K1,9560.0%
MSCI Inc.$350.5K6110.0%
Willis Towers Watson PLC$351.3K1,0690.0%
Phillips 66$354.0K2,7430.0%
Zimmer Biomet Holdings Inc$354.0K3,9370.0%
SCHWAB STRATEGIC TR$356.4K12,5130.0%
Garmin Ltd$357.0K1,7600.0%
TELEFLEX INC$367.6K3,0120.0%
CARLISLE COMPANIES INC$367.8K1,1500.0%
SELECT SECTOR SPDR TR$374.1K8,7630.0%
ISHARES TR$379.7K3,3330.0%
Equinix Inc$382.3K4990.0%
Edwards Lifesciences Corp$384.1K4,5060.0%
Mondelez International, Inc.$390.7K7,2580.0%
INVESCO ACTIVELY MANAGED$392.5K10,4820.0%
ISHARES TR$405.6K2,4030.0%
GENERAL DYNAMICS CORP$418.2K1,2420.0%
LOCKHEED MARTIN CORP$422.3K8730.0%
Prologis Inc$432.0K3,3840.0%
STARBUCKS CORP$446.0K5,2960.0%
Comfort Systems USA Inc$455.4K4880.0%
Eaton Corp plc$457.1K1,4350.0%
ASTRAZENECA PLC$467.9K5,0900.0%
STRYKER CORP$471.7K1,3420.0%
ISHARES TR$475.2K5,7500.0%
ADOBE INC.$492.8K1,4080.0%
Palantir Technologies Inc$508.2K2,8590.0%
INVESCO EXCHANGE TRADED FD$509.8K10,8660.0%
MARTIN MARIETTA MATERIALS INC$514.3K8260.0%
ISHARES TR$524.6K3,1230.0%
HEICO CORP$525.8K1,6250.0%
EVERSOURCE ENERGY$526.3K7,8160.0%
Quanta Services Inc$531.7K1,2600.0%
Zoetis Inc.$536.2K4,2610.0%
ISHARES TR$546.7K3,9240.0%
HALLIBURTON CO$548.3K19,4030.0%
ISHARES TR$563.6K11,0820.0%
MCCORMICK & CO INC$567.0K8,3250.0%
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