Connecticut Wealth Management, LLC Purchases in Q3 2024

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9K
New
$22.55 - $23.1 $203K - $208K
9K $207K
FNF
Fidelity National Financial, Inc.

Financial Services
3.33K
New
$48.08 - $62.04 $160K - $207K
3.33K $206K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.99K
New
$46.9 - $51.96 $187K - $208K
3.99K $205K
GLP
Global Partners LP

Energy
4.33K
New
$37.3 - $46.56 $161K - $201K
4.33K $201K
VT
Vanguard Total World Stk Index

ETFs
1.68K
New
$107.72 - $119.96 $181K - $201K
1.68K $200K
IWN
Ishares Russell2000 Val ETF

ETFs
610
+ 11.91%
$150.05 - $171.34 $91.5K - $105K
5.73K $956K
KMB
Kimberly Clark Corp

Consumer Defensive
1.12K
+ 66.53%
$135.05 - $148.35 $151K - $165K
2.79K $397K
TJX
Tjx Companies Inc

Consumer Cyclical
215
+ 1.25%
$107.93 - $120.23 $23.2K - $25.8K
17.4K $2.05M
XOM
Exxon Mobil Corp

Energy
1K
+ 6.82%
$109.72 - $119.0 $110K - $119K
15.7K $1.84M
WFC
Wells Fargo & Company

Financial Services
2.67K
+ 55.45%
$51.58 - $60.97 $138K - $163K
7.49K $422K
GS
Goldman Sachs Group Inc

Financial Services
153
+ 13.99%
$459.02 - $510.25 $70.2K - $78.1K
1.25K $617K
SBUX
Starbucks Corp

Consumer Cyclical
239
+ 4.91%
$72.51 - $98.6 $17.3K - $23.6K
5.11K $498K
MDLZ
Mondelez International, Inc.

Consumer Defensive
150
+ 1.4%
$64.35 - $75.71 $9.65K - $11.4K
10.9K $800K
NVDA
Nvidia Corp

Technology
2.46K
+ 2.6%
$98.91 - $134.91 $243K - $332K
97K $11.8M
BDX
Becton Dickinson & CO

Healthcare
235
+ 7.13%
$221.47 - $242.41 $52K - $57K
3.53K $851K
BSX
Boston Scientific Corp

Healthcare
680
+ 25.03%
$72.96 - $84.0 $49.6K - $57.1K
3.4K $284K
EQIX
Equinix Inc

Real Estate
5
+ 0.94%
$749.0 - $890.01 $3.75K - $4.45K
535 $474K
WM
Waste Management Inc

Industrials
405
+ 17.9%
$196.96 - $223.45 $79.8K - $90.5K
2.67K $553K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
55
+ 1.2%
$210.25 - $231.86 $11.6K - $12.8K
4.62K $1.03M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
746
+ 9.3%
$50.61 - $50.96 $37.8K - $38K
8.77K $446K
EFG
Msci Eafe Growth ETF

ETFs
114
+ 3.47%
$96.84 - $108.77 $11K - $12.4K
3.4K $365K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.11K
+ 116.56%
$109.03 - $210.9 $121K - $235K
2.07K $225K
CSX
Csx Corp

Industrials
68
+ 0.38%
$32.48 - $35.45 $2.21K - $2.41K
17.9K $617K
PRU
Prudential Financial Inc

Financial Services
2
+ 0.04%
$105.53 - $127.32 $211 - $255
5.36K $648K
FNDX
Schwab Fundamental U S Large C

ETFs
13
+ 0.32%
$65.36 - $71.76 $850 - $933
4.12K $295K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.04%
$61.11 - $67.85 $122 - $136
4.66K $315K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
64
+ 0.88%
$147.95 - $191.05 $9.47K - $12.2K
7.36K $1.28M
VGSH
Vanguard

ETFs
65
+ 1.22%
$57.74 - $59.13 $3.75K - $3.84K
5.4K $318K
Healthcare Rlty Tr
20K
New
N/A
20K $0
Ge Healthcare Technologies I
2.59K
New
N/A
2.59K $0
XLE
Energy Sector Spdr

ETFs
109
+ 4.08%
$84.35 - $93.39 $9.19K - $10.2K
2.78K $243K
Ge Vernova Inc
81
+ 3.8%
N/A
2.22K $0
EMR
Emerson Electric CO

Industrials
25
+ 0.46%
$98.19 - $118.87 $2.45K - $2.97K
5.43K $594K
HAL
Halliburton CO

Energy
57
+ 0.35%
$27.81 - $36.44 $1.59K - $2.08K
16.2K $469K
QCOM
Qualcomm Inc

Technology
193
+ 4.51%
$156.12 - $209.64 $30.1K - $40.5K
4.48K $760K
MSFT
Microsoft Corp

Technology
883
+ 1.83%
$395.15 - $467.56 $349K - $413K
49.3K $21.2M
GOOGL
Alphabet Inc.

Communication Services
586
+ 1.68%
$148.65 - $191.18 $87.1K - $112K
35.5K $5.88M
MCK
Mckesson Corp

Healthcare
27
+ 0.44%
$479.06 - $630.38 $12.9K - $17K
6.16K $3.05M
Activity Summary
Buys All Purchases 89 New Holdings 19 Increased Positions 70 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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