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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • 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
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