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Connecticut Wealth Management, LLC

All holdings · as of Dec 31, 2025

316 positions

CompanyClassValueShares% of portfolio
VANGUARD WORLD FD$2.02M10,9310.1%
AUTOMATIC DATA PROCESSING INC$2.02M7,8470.1%
FIDELITY MERRIMACK STR TR$2.01M43,7400.1%
AMGEN INC$1.89M5,7610.1%
PEPSICO INC$1.87M13,0310.1%
CUMMINS INC$1.87M3,6600.1%
AbbVie Inc.$1.87M8,1670.1%
SPDR DOW JONES INDL AVERAGE$1.86M3,8780.1%
AMPHENOL CORP /DE$1.84M13,6050.1%
Snap-on Inc$1.81M5,2630.1%
M&T BANK CORP$1.81M8,9750.1%
Blackstone Inc$1.79M11,6370.1%
DANAHER CORP /DE$1.79M7,8060.1%
Cigna Group$1.78M6,4580.1%
Walmart Inc.$1.77M15,8490.1%
ISHARES TR$1.71M5,2880.1%
Accenture plc$1.69M6,3120.1%
BANK OF AMERICA CORP /DE$1.68M30,5500.1%
O REILLY AUTOMOTIVE INC$1.64M18,0080.1%
MCDONALD'S CORP$1.62M5,3040.1%
Marriott International Inc/MD$1.59M5,1240.1%
SSGA ACTIVE ETF TR$1.58M39,1810.1%
Axis Capital Holdings Ltd$1.56M14,5460.1%
VANGUARD INTL EQUITY INDEX$1.53M20,8300.1%
DIMENSIONAL ETF TRUST$1.48M37,2930.1%
PROGRESSIVE CORP/OH$1.46M6,3970.1%
Cognizant Technology Solutions Corp$1.45M17,5120.1%
GARTNER INC$1.40M5,5420.1%
ISHARES TR$1.39M14,4690.1%
HORIZON TECHNOLOGY FIN CORP$1.37M212,8420.1%
Tesla Inc$1.36M3,0340.1%
Rockwell Automation Inc$1.34M3,4450.1%
GE Vernova Inc.$1.31M1,9980.1%
ISHARES TR$1.29M6,1210.1%
CISCO SYSTEMS, INC.$1.28M16,6670.1%
ILLINOIS TOOL WORKS INC$1.28M5,1850.1%
ServiceNow Inc$1.26M8,2500.1%
ABBOTT LABORATORIES$1.26M10,0830.1%
SELECT SECTOR SPDR TR$1.25M10,6530.1%
BlackRock, Inc.$1.25M1,1640.1%
INVESCO EXCHANGE TRADED FD$1.23M11,9470.1%
Mastercard Inc$1.23M2,1550.1%
VERTEX PHARMACEUTICALS INC / MA$1.20M2,6480.1%
Parker-Hannifin Corp$1.20M1,3650.1%
CHEVRON CORP$1.18M7,7110.1%
WISDOMTREE TR$1.15M22,3030.1%
Chubb Ltd$1.13M3,6340.0%
ISHARES TR$1.10M10,9870.0%
SPDR SERIES TRUST$1.08M11,8340.0%
Atlantic Union Bankshares Corp$1.07M30,2310.0%
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