Connecticut Wealth Management, LLC Purchases in Q2 2025

Connecticut Wealth Management, LLC

  • $2.09 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
152K
+ 9.65%
$71.83 - $95.32 $10.9M - $14.5M
1.72M $164M
IEFA
Ishares Tr

ETFs
137K
+ 7.73%
$67.83 - $84.09 $9.31M - $11.5M
1.91M $160M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
313K
+ 11.44%
$45.11 - $52.34 $14.1M - $16.4M
3.05M $160M
VO
Vanguard Mid Cap ETF

ETFs
25.1K
+ 12.32%
$228.54 - $279.83 $5.74M - $7.03M
229K $64.1M
VUG
Vanguard Growth ETF

ETFs
5.63K
+ 4.77%
$329.49 - $438.4 $1.86M - $2.47M
124K $54.3M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
427K
+ 104.64%
$22.81 - $22.97 $9.74M - $9.81M
835K $19.2M
IEMG
Ishares Inc

ETFs
169K
+ 28.98%
N/A
751K $40.3M
VB
Vanguard Small Cap ETF

ETFs
27K
+ 18.44%
$193.73 - $237.37 $5.23M - $6.4M
173K $41.1M
VEA
Vanguard Ftse Developed Market

ETFs
12.8K
+ 1.18%
$45.65 - $57.01 $583K - $728K
1.1M $62.5M
GOOG
Alphabet Inc.

Communication Services
31.7K
New
$146.58 - $180.01 $4.65M - $5.71M
31.7K $5.63M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
179K
+ 17.82%
$23.29 - $23.38 $4.16M - $4.17M
1.18M $27.6M
RTX
Raytheon Technologies Corp

Industrials
374
+ 0.18%
$113.75 - $148.48 $42.5K - $55.5K
213K $31.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.62K
+ 12.99%
$456.74 - $568.03 $1.2M - $1.49M
22.8K $13M
SPY
Spdr S&P 500 ETF Trust

ETFs
337
+ 0.89%
$496.48 - $617.85 $167K - $208K
38K $23.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.45K
+ 147.53%
$272.36 - $339.57 $1.21M - $1.51M
7.46K $2.53M
MUB
Ishares National Muni Bond ETF

ETFs
13.9K
+ 23.81%
$102.31 - $105.8 $1.42M - $1.47M
72.2K $7.54M
ABT
Abbott Laboratories

Healthcare
10.1K
New
$123.95 - $138.08 $1.25M - $1.39M
10.1K $1.37M
CARR
Carrier Global Corp

Industrials
1.44K
+ 1.2%
$55.55 - $75.83 $80.2K - $109K
122K $8.94M
VTV
Vanguard Value ETF

ETFs
4.53K
+ 8.92%
$153.67 - $176.74 $697K - $801K
55.4K $9.78M
ORCL
Oracle Corp

Technology
1
+ 0.01%
$122.82 - $218.63 $123 - $219
12.6K $2.75M
XLU
Utilities Sector Spdr

ETFs
10.7K
+ 289.86%
$73.09 - $82.77 $781K - $885K
14.4K $1.17M
GE
General Electric CO

Industrials
593
+ 6.74%
$166.81 - $257.39 $98.9K - $153K
9.39K $2.42M
MRUS
Merus N.V.

Healthcare
6.43K
+ 23.87%
$34.89 - $62.42 $224K - $401K
33.3K $1.75M
IBM
International Business Machines Corp

Technology
2
+ 0.02%
$221.03 - $294.78 $442 - $590
13.1K $3.86M
GM
General Motors CO

Consumer Cyclical
10.1K
New
$42.48 - $50.46 $430K - $511K
10.1K $498K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.73K
+ 6.82%
$39.89 - $49.46 $149K - $185K
58.5K $2.89M
BAC
Bank Of America Corp

Financial Services
4.45K
+ 13.8%
$34.39 - $47.46 $153K - $211K
36.7K $1.73M
PLTR
Palantir Technologies Inc.

Technology
2.83K
New
$74.01 - $144.25 $209K - $408K
2.83K $385K
MCK
Mckesson Corp

Healthcare
7
+ 0.11%
$652.83 - $732.78 $4.57K - $5.13K
6.18K $4.53M
VBK
Vanguard Small Cap Growth ETF

ETFs
281
+ 2.68%
$219.76 - $276.94 $61.8K - $77.8K
10.8K $2.98M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
624
+ 0.89%
$30.87 - $39.17 $19.3K - $24.4K
70.6K $2.77M
FIX
Comfort Systems Usa Inc

Industrials
590
New
$296.51 - $536.21 $175K - $316K
590 $316K
C
Citigroup Inc

Financial Services
3.6K
New
$58.13 - $85.12 $209K - $307K
3.6K $306K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.8K
New
$22.3 - $22.57 $286K - $290K
12.8K $288K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.9K
New
$22.09 - $22.44 $262K - $266K
11.9K $265K
LMT
Lockheed Martin Corp

Industrials
571
New
$430.82 - $486.45 $246K - $278K
571 $264K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.07K
New
$49.95 - $128.54 $103K - $266K
2.07K $257K
VHT
Vanguard Health Care ETF

ETFs
1.04K
New
$236.71 - $261.92 $246K - $272K
1.04K $257K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.7K
+ 49.26%
$19.6 - $24.44 $170K - $213K
26.4K $644K
ROK
Rockwell Automation, Inc

Industrials
3
+ 0.09%
$218.97 - $332.17 $657 - $997
3.33K $1.11M
SDGR
Schrodinger, Inc.

Healthcare
12.1K
New
$17.97 - $26.69 $218K - $324K
12.1K $243K
DIS
Walt Disney CO

Communication Services
565
+ 8.94%
$81.72 - $124.01 $46.2K - $70.1K
6.89K $854K
UBER
Uber Technologies, Inc

Technology
2.46K
New
$64.62 - $93.3 $159K - $230K
2.46K $229K
DT
Dynatrace, Inc.

Technology
4.1K
New
$41.21 - $55.9 $169K - $229K
4.1K $226K
CEG
Constellation Energy Corp

Utilities
677
New
$170.96 - $322.76 $116K - $219K
677 $218K
DELL
Dell Technologies Inc.

Technology
1.76K
New
$71.63 - $125.98 $126K - $221K
1.76K $215K
VRSN
Verisign Inc

Technology
711
New
$234.49 - $288.8 $167K - $205K
711 $205K
VCEL
Vericel Corp

Healthcare
4.73K
New
$37.92 - $45.7 $179K - $216K
4.73K $201K
CDW
Cdw Corp

Technology
1.13K
New
$144.49 - $190.68 $163K - $215K
1.13K $201K
Activity Summary
Buys All Purchases 76 New Holdings 19 Increased Positions 57 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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