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Connecticut Wealth Management, LLC

All holdings · as of Dec 31, 2025

316 positions

CompanyClassValueShares% of portfolio
ARCH CAPITAL GROUP LTD.$5.50M57,3660.2%
PROSHARES TR$5.40M64,0750.2%
VANGUARD WORLD FD$5.28M7,0000.2%
AMERICAN INTERNATIONAL GROUP, INC.$4.98M58,2240.2%
HOME DEPOT, INC.$4.98M14,4670.2%
ISHARES TR$4.86M111,0400.2%
ISHARES TR$4.73M19,2020.2%
ISHARES TR$4.72M210,1680.2%
ISHARES TR$4.65M43,3090.2%
VANGUARD SCOTTSDALE FDS$4.57M57,3290.2%
ISHARES TR$4.33M34,1720.2%
INTERNATIONAL BUSINESS MACHINES CORP$4.32M14,5930.2%
ELI LILLY & Co$4.26M3,9630.2%
Meta Platforms Inc$4.26M6,4490.2%
VANGUARD BD INDEX FDS$4.16M52,8020.2%
ISHARES TR$3.68M44,4670.2%
ISHARES TR$3.65M25,9020.2%
ISHARES TR$3.64M18,2320.2%
ISHARES TR$3.61M29,7030.2%
JOHNSON & JOHNSON$3.35M16,1860.1%
VANGUARD INDEX FDS$3.23M10,6830.1%
VANGUARD INTL EQUITY INDEX$3.14M58,3970.1%
CINTAS CORP$3.13M16,6490.1%
TERADYNE, INC$3.10M16,0070.1%
SPDR SERIES TRUST$3.09M22,1850.1%
VANGUARD WHITEHALL FDS$3.04M21,1910.1%
CATERPILLAR INC$2.96M5,1610.1%
THERMO FISHER SCIENTIFIC INC.$2.89M4,9820.1%
MCKESSON CORP$2.88M3,5050.1%
SPDR SERIES TRUST$2.79M34,8030.1%
SPDR S&P MIDCAP 400 ETF TR$2.74M4,5440.1%
PROSHARES TR$2.74M26,3390.1%
TJX Cos Inc/The$2.72M17,7210.1%
SELECT SECTOR SPDR TR$2.60M16,8110.1%
GENERAL ELECTRIC CO$2.60M8,4460.1%
ISHARES TR$2.54M6,8030.1%
EXXON MOBIL CORP$2.53M20,9880.1%
PROCTER & GAMBLE Co$2.52M17,5640.1%
GLOBAL X FDS$2.49M52,1330.1%
Union Pacific Corp$2.47M10,6830.1%
ORACLE CORP$2.44M12,5260.1%
NEXTERA ENERGY INC$2.42M30,1510.1%
ISHARES TR$2.39M16,9160.1%
HONEYWELL INTERNATIONAL INC$2.35M12,0340.1%
FIRST TR EXCHANGE TRADED FD$2.32M23,9520.1%
ISHARES TR$2.29M74,0400.1%
iShares MSCI UAE ETF$2.26M26,7320.1%
UNITEDHEALTH GROUP INC$2.16M6,5580.1%
AMERIPRISE FINANCIAL INC$2.14M4,3580.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$2.10M6,9270.1%
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