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Connecticut Wealth Management, LLC

All holdings · as of Dec 31, 2025

316 positions

CompanyClassValueShares% of portfolio
ISHARES INC$891.1K20,1740.0%
Netflix Inc$898.2K9,5800.0%
WISDOMTREE TR$921.4K27,5450.0%
SPDR SERIES TRUST$922.6K9,7950.0%
THE GOLDMAN SACHS GROUP, INC.$956.6K1,0880.0%
ISHARES TR$957.5K4,5150.0%
ISHARES TR$962.1K17,5860.0%
Merck & Co., Inc.$969.9K9,2140.0%
Arthur J. Gallagher & Co.$972.8K3,7590.0%
VANGUARD BD INDEX FDS$984.9K12,6460.0%
UL Solutions Inc.$1.00M12,7120.0%
HARTFORD INSURANCE GROUP, INC.$1.01M7,3170.0%
LOWES COMPANIES INC$1.02M4,2140.0%
VANGUARD BD INDEX FDS$1.03M13,9720.0%
Fastenal Co$1.05M26,2180.0%
HUBBELL INC$1.06M2,3800.0%
Atlantic Union Bankshares Corp$1.07M30,2310.0%
SPDR SERIES TRUST$1.08M11,8340.0%
ISHARES TR$1.10M10,9870.0%
Chubb Ltd$1.13M3,6340.0%
WISDOMTREE TR$1.15M22,3030.1%
CHEVRON CORP$1.18M7,7110.1%
Parker-Hannifin Corp$1.20M1,3650.1%
VERTEX PHARMACEUTICALS INC / MA$1.20M2,6480.1%
Mastercard Inc$1.23M2,1550.1%
INVESCO EXCHANGE TRADED FD$1.23M11,9470.1%
BlackRock, Inc.$1.25M1,1640.1%
SELECT SECTOR SPDR TR$1.25M10,6530.1%
ABBOTT LABORATORIES$1.26M10,0830.1%
ServiceNow Inc$1.26M8,2500.1%
ILLINOIS TOOL WORKS INC$1.28M5,1850.1%
CISCO SYSTEMS, INC.$1.28M16,6670.1%
ISHARES TR$1.29M6,1210.1%
GE Vernova Inc.$1.31M1,9980.1%
Rockwell Automation Inc$1.34M3,4450.1%
Tesla Inc$1.36M3,0340.1%
HORIZON TECHNOLOGY FIN CORP$1.37M212,8420.1%
ISHARES TR$1.39M14,4690.1%
GARTNER INC$1.40M5,5420.1%
Cognizant Technology Solutions Corp$1.45M17,5120.1%
PROGRESSIVE CORP/OH$1.46M6,3970.1%
DIMENSIONAL ETF TRUST$1.48M37,2930.1%
VANGUARD INTL EQUITY INDEX$1.53M20,8300.1%
Axis Capital Holdings Ltd$1.56M14,5460.1%
SSGA ACTIVE ETF TR$1.58M39,1810.1%
Marriott International Inc/MD$1.59M5,1240.1%
MCDONALD'S CORP$1.62M5,3040.1%
O REILLY AUTOMOTIVE INC$1.64M18,0080.1%
BANK OF AMERICA CORP /DE$1.68M30,5500.1%
Accenture plc$1.69M6,3120.1%
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