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Connecticut Wealth Management, LLC

All holdings · as of Dec 31, 2025

316 positions

CompanyClassValueShares% of portfolio
INVESCO EXCH TRD SLF IDX FD$231.5K2,5740.0%
ConocoPhillips$230.5K2,4620.0%
NIKE, Inc.$225.0K3,5320.0%
WEC ENERGY GROUP, INC.$222.2K2,1070.0%
VANGUARD INTL EQUITY INDEX$219.4K1,5550.0%
MICRON TECHNOLOGY INC$216.9K7600.0%
Credo Technology Group Holding Ltd$215.8K1,5000.0%
Toast, Inc.$210.5K5,9270.0%
Schrodinger, Inc.$207.0K11,5760.0%
NASDAQ, Inc.$205.0K2,1110.0%
Uber Technologies, Inc$204.5K2,5030.0%
LINCOLN NATIONAL CORP$202.2K4,5410.0%
iShares MSCI UAE ETF$200.3K1,3470.0%
QUICKLOGIC CorpQUIKCommon Stock$193.5K32,2000.0%
TriSalus Life Sciences, Inc.$155.7K22,3030.0%
FORD MOTOR CO$151.5K11,5470.0%
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