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
WMT
Walmart Inc.

Consumer Defensive
458
+ 2.99%
$81.79 - $99.98 $37.5K - $45.8K
15.8K $1.54M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.56K
+ 73.62%
$20.42 - $25.3 $134K - $166K
15.5K $391K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
34
+ 0.15%
$73.02 - $90.22 $2.48K - $3.07K
22.7K $2.03M
VGT
Vanguard Information Technolog

ETFs
153
+ 34.93%
$470.37 - $663.28 $72K - $101K
591 $391K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.02%
$468.22 - $566.51 $468 - $567
4.57K $2.59M
ISRG
Intuitive Surgical Inc

Healthcare
115
+ 9.83%
$451.58 - $565.94 $51.9K - $65.1K
1.29K $698K
ES
Eversource Energy

Utilities
1.68K
+ 27.4%
$54.25 - $65.89 $91.2K - $111K
7.82K $497K
SYK
Stryker Corp

Healthcare
150
+ 10.88%
$337.37 - $395.63 $50.6K - $59.3K
1.53K $604K
FAST
Fastenal CO

Industrials
13.2K
+ 100.0%
$40.65 - $83.16 $536K - $1.1M
26.3K $1.11M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
708
+ 21.22%
$59.98 - $74.92 $42.5K - $53K
4.05K $301K
AXP
American Express CO

Financial Services
1
+ 0.08%
$231.39 - $318.98 $231 - $319
1.22K $387K
CI
Cigna Corp

Healthcare
105
+ 1.61%
$301.89 - $340.04 $31.7K - $35.7K
6.65K $2.2M
MA
Mastercard Inc

Financial Services
11
+ 0.51%
$479.92 - $590.74 $5.28K - $6.5K
2.15K $1.21M
CRM
Salesforce, Inc.

Technology
3
+ 0.08%
$236.26 - $291.15 $709 - $873
3.62K $987K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9
+ 0.07%
$24.54 - $25.07 $221 - $226
12.2K $304K
Ge Vernova Inc
179
+ 8.28%
N/A
2.34K $0
WEC
Wec Energy Group, Inc.

Utilities
9
+ 0.44%
$102.24 - $109.76 $920 - $988
2.08K $216K
ALC
Alcon Inc

Healthcare
481
+ 5.91%
$82.88 - $98.3 $39.9K - $47.3K
8.61K $760K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
437
+ 1.5%
$24.32 - $27.87 $10.6K - $12.2K
29.6K $784K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
17.5K
+ 1403.04%
$87.84 - $1441.89 $1.54M - $25.3M
18.8K $1.69M
HDV
Ishares Core High Dividend ETF

ETFs
77
+ 0.26%
$108.41 - $120.51 $8.35K - $9.28K
29.9K $3.5M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.04%
$713.71 - $898.95 $714 - $899
2.44K $1.9M
AAPL
Apple Inc.

Technology
8.03K
+ 7.15%
$172.42 - $223.89 $1.39M - $1.8M
120K $24.7M
OTIS
Otis Worldwide Corp

Industrials
101
+ 0.1%
$90.88 - $104.3 $9.18K - $10.5K
105K $10.4M
HRZN
Horizon Technology Finance Corp

Financial Services
610
+ 0.29%
$7.14 - $9.47 $4.36K - $5.78K
211K $1.52M
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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