Back to Connecticut Wealth Management, LLC

Connecticut Wealth Management, LLC

All holdings · as of Dec 31, 2025

316 positions

CompanyClassValueShares% of portfolio
HUBBELL INC$1.06M2,3800.0%
Fastenal Co$1.05M26,2180.0%
VANGUARD BD INDEX FDS$1.03M13,9720.0%
LOWES COMPANIES INC$1.02M4,2140.0%
HARTFORD INSURANCE GROUP, INC.$1.01M7,3170.0%
UL Solutions Inc.$1.00M12,7120.0%
VANGUARD BD INDEX FDS$984.9K12,6460.0%
Arthur J. Gallagher & Co.$972.8K3,7590.0%
Merck & Co., Inc.$969.9K9,2140.0%
ISHARES TR$962.1K17,5860.0%
ISHARES TR$957.5K4,5150.0%
THE GOLDMAN SACHS GROUP, INC.$956.6K1,0880.0%
SPDR SERIES TRUST$922.6K9,7950.0%
WISDOMTREE TR$921.4K27,5450.0%
Netflix Inc$898.2K9,5800.0%
ISHARES INC$891.1K20,1740.0%
iShares MSCI UAE ETF$889.4K16,4550.0%
SPDR SERIES TRUST$883.3K9,5560.0%
TRAVELERS COMPANIES, INC.$875.8K3,0190.0%
TRACTOR SUPPLY CO /DE$866.2K17,3200.0%
ISHARES TR$862.8K13,8830.0%
VANGUARD INDEX FDS$862.7K4,8640.0%
Morgan Stanley$836.5K4,7120.0%
SHERWIN WILLIAMS CO$829.5K2,5600.0%
AMERICAN EXPRESS CO$827.6K2,2370.0%
Aon plc$827.2K2,3440.0%
SCHWAB STRATEGIC TR$811.9K29,6000.0%
VANGUARD WORLD FD$811.3K2,8180.0%
ISHARES TR$795.1K4,3880.0%
ECOLAB INC.$785.8K2,9930.0%
SPDR GOLD TR$778.6K1,9650.0%
MARSH & MCLENNAN COMPANIES, INC.$769.0K4,1450.0%
Trane Technologies plc$767.9K1,9730.0%
INTUIT INC.$761.1K1,1490.0%
VANGUARD WORLD FD$758.7K2,5430.0%
FIRST TR EXCHANGE-TRADED FD$753.8K17,0000.0%
Intuitive Surgical Inc$740.5K1,3080.0%
iShares MSCI UAE ETF$733.2K5,5720.0%
ALCON AG$727.3K9,2290.0%
TEXAS INSTRUMENTS INC$719.1K4,1450.0%
Walt Disney Co$703.7K6,1850.0%
ISHARES TR$702.9K2,3340.0%
LABCORP HOLDINGS INC.$688.4K2,7440.0%
CORNING INC /NY$681.2K7,7800.0%
EMERSON ELECTRIC CO$680.6K5,1280.0%
ISHARES TR$673.1K5,2210.0%
WELLS FARGO & COMPANY/MN$664.2K7,1270.0%
DEERE & CO$660.6K1,4190.0%
AMETEK Inc$658.7K3,2080.0%
COCA COLA CO$656.5K9,3910.0%
← PrevPage 4 of 7Next →