Connecticut Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Phillips 66 | $354.0K | 0.0% |
| Willis Towers Watson PLC | $351.3K | 0.0% |
| MSCI Inc. | $350.5K | 0.0% |
| American Tower Corp | $343.4K | 0.0% |
| CITIGROUP INC | $336.0K | 0.0% |
| TORONTO DOMINION BK ONT | $333.4K | 0.0% |
| iShares MSCI UAE ETF | $333.3K | 0.0% |
| The Boeing Company | $327.1K | 0.0% |
| Valero Energy Corp | $322.8K | 0.0% |
| ISHARES SILVER TR | $318.2K | 0.0% |
| BOSTON SCIENTIFIC CORP | $316.5K | 0.0% |
| Halozyme Therapeutics Inc | $314.2K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $313.4K | 0.0% |
| Seagate Technology Holdings PLC | $313.4K | 0.0% |
| iShares MSCI UAE ETF | $308.5K | 0.0% |
| Agilent Technologies Inc | $307.0K | 0.0% |
| Hamilton Lane INC | $300.2K | 0.0% |
| ISHARES TR | $290.6K | 0.0% |
| Dutch Bros Inc. | $288.3K | 0.0% |
| Sony Group CorpSONY | $286.2K | 0.0% |
| Avery Dennison Corp | $285.6K | 0.0% |
| ISHARES TR | $281.6K | 0.0% |
| NOVARTIS AG | $281.3K | 0.0% |
| VANGUARD INDEX FDS | $280.5K | 0.0% |
| AT&T INC. | $280.0K | 0.0% |
| TRIMBLE INC. | $278.0K | 0.0% |
| FISERV INC | $272.4K | 0.0% |
| ISHARES TR | $270.3K | 0.0% |
| The PNC Financial Services Group, Inc. | $262.4K | 0.0% |
| INVESCO EXCHANGE TRADED FD | $257.5K | 0.0% |
| ANALOG DEVICES INC | $256.0K | 0.0% |
| REPLIGEN CORP | $255.8K | 0.0% |
| IDEXX LABORATORIES INC /DE | $253.0K | 0.0% |
| VEEVA SYSTEMS INC | $252.7K | 0.0% |
| ISHARES TR | $251.9K | 0.0% |
| General Motors Co | $251.0K | 0.0% |
| ABERDEEN MULTI-MARKET INCOME FUNDMMT | $250.5K | 0.0% |
| CADENCE DESIGN SYSTEMS INC | $248.8K | 0.0% |
| CVS HEALTH Corp | $248.0K | 0.0% |
| ISHARES TR | $242.9K | 0.0% |
| INTEL CORP | $241.8K | 0.0% |
| Constellation Energy Corp | $239.2K | 0.0% |
| ALLSTATE CORP | $239.2K | 0.0% |
| VANGUARD INDEX FDS | $238.4K | 0.0% |
| JOHN HANCOCK PREMIUM DIVIDEND FUNDPDT | $238.0K | 0.0% |
| 3M CO | $236.8K | 0.0% |
| Becton Dickinson & Co | $235.0K | 0.0% |
| SCHWAB STRATEGIC TR | $234.2K | 0.0% |
| Universal Display Corp | $233.6K | 0.0% |
| TG Therapeutics Inc | $232.0K | 0.0% |