Connecticut Wealth Management, LLC Portfolio Holdings
Connecticut Wealth Management, LLC
- $1.88 Billion
- Q1 2024
Connecticut Wealth Management, LLC has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.88 Billion distributed in 322 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $251M, Spdr Portfolio S&P 500 Value E with a value of $119M, Ishares Tr with a value of $115M, Ishares Core S&P Mid Cap ETF with a value of $110M, and Spdr Portfolio with a value of $100M.
Examining the 13F form we can see an increase of $138M in the current position value, from $1.74B to 1.88B.
Below you can find more details about Connecticut Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.88 Billion
ETFs: $1.58 Billion
Technology: $79.2 Million
Industrials: $66.3 Million
Healthcare: $39.9 Million
Financial Services: $38.9 Million
Consumer Cyclical: $23.7 Million
Consumer Defensive: $16.2 Million
Communication Services: $14.5 Million
Other: $16.9 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 322
- Current Value $1.88 Billion
- Prior Value $1.74 Billion
- Filing
- Period Q1 2024
- Filing Date May 01, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 14 stocks
- Additional Purchases 92 stocks
- Sold out of 0 stocks
- Reduced holdings in 169 stocks