Connecticut Wealth Management, LLC Purchases in Q1 2025

Connecticut Wealth Management, LLC

  • $1.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
155
+ 1.93%
$890.62 - $1076.86 $138K - $167K
8.17K $7.72M
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.03K
New
$44.92 - $48.18 $360K - $387K
8.03K $367K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.21K
+ 11.47%
$32.74 - $36.2 $236K - $261K
70K $2.45M
VONV
Vanguard Russell 1000 Value Et

ETFs
4.1K
New
$80.21 - $86.14 $329K - $353K
4.1K $338K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.86K
New
$113.22 - $126.36 $324K - $361K
2.86K $328K
AXS
Axis Capital Holdings LTD

Financial Services
1.67K
+ 12.93%
$85.54 - $100.24 $142K - $167K
14.5K $1.46M
JPM
Jpmorgan Chase & CO

Financial Services
742
+ 3.23%
$225.19 - $279.95 $167K - $208K
23.7K $5.82M
SCHR
Schwab Intermediate Term Us Tr

ETFs
12.1K
New
$24.05 - $24.86 $292K - $302K
12.1K $301K
PGR
Progressive Corp

Financial Services
2
+ 0.03%
$235.61 - $291.22 $471 - $582
6.81K $1.93M
SONY
Sony Group Corp

Technology
11.3K
New
$19.88 - $25.64 $225K - $290K
11.3K $287K
VGT
Vanguard Information Technolog

ETFs
438
New
$542.38 - $646.34 $238K - $283K
438 $237K
VV
Vanguard Large Cap ETF

ETFs
920
New
$253.32 - $282.66 $233K - $260K
920 $236K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.75K
New
$80.53 - $147.57 $141K - $258K
1.75K $231K
MBB
Ishares Tr

ETFs
2.47K
New
$90.37 - $94.08 $223K - $232K
2.47K $231K
PAYX
Paychex Inc

Industrials
1.48K
New
$136.06 - $154.52 $202K - $229K
1.48K $228K
VBR
Vanguard Small Cap Value ETF

ETFs
1.22K
New
$183.02 - $207.75 $224K - $254K
1.22K $228K
WEC
Wec Energy Group, Inc.

Utilities
2.07K
New
$92.12 - $108.98 $190K - $225K
2.07K $225K
ADP
Automatic Data Processing Inc

Industrials
410
+ 5.31%
$286.85 - $318.64 $118K - $131K
8.13K $2.48M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.34K
New
$63.91 - $70.19 $213K - $234K
3.34K $224K
MMM
3 M CO

Industrials
1.48K
New
$129.7 - $155.12 $192K - $229K
1.48K $217K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.9K
New
$23.16 - $27.04 $206K - $241K
8.9K $208K
VZ
Verizon Communications Inc

Communication Services
4.54K
New
$37.81 - $46.49 $172K - $211K
4.54K $206K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.04K
New
$50.48 - $51.04 $204K - $206K
4.04K $204K
MCD
Mcdonalds Corp

Consumer Cyclical
176
+ 3.19%
$279.74 - $321.29 $49.2K - $56.5K
5.69K $1.78M
CYBR
Cyber Ark Software Ltd.

Technology
400
+ 43.24%
$312.8 - $414.31 $125K - $166K
1.33K $447K
LLY
Eli Lilly & CO

Healthcare
3
+ 0.12%
$725.72 - $929.72 $2.18K - $2.79K
2.44K $2.02M
MKC
Mccormick & CO Inc

Consumer Defensive
259
+ 1.6%
$71.24 - $84.73 $18.5K - $21.9K
16.5K $1.36M
F
Ford Motor CO

Consumer Cyclical
11.8K
New
$9.12 - $10.43 $108K - $123K
11.8K $118K
HRZN
Horizon Technology Finance Corp

Financial Services
324
+ 0.15%
$8.65 - $9.86 $2.8K - $3.19K
211K $1.99M
HALO
Halozyme Therapeutics, Inc.

Healthcare
16
+ 0.29%
$47.74 - $65.16 $764 - $1.04K
5.59K $356K
VIG
Vanguard Dividend Appreciation

ETFs
341
+ 0.17%
N/A
197K $35.8M
EOG
Eog Resources Inc

Energy
14
+ 0.17%
$120.54 - $138.05 $1.69K - $1.93K
8.03K $1.03M
BMY
Bristol Myers Squibb CO

Healthcare
461
+ 11.88%
$53.9 - $63.11 $24.8K - $29.1K
4.34K $264K
WMT
Walmart Inc.

Consumer Defensive
899
+ 6.24%
$84.5 - $105.05 $76K - $94.4K
15.3K $1.34M
CSCO
Cisco Systems, Inc.

Technology
85
+ 0.6%
$58.74 - $64.87 $4.99K - $5.51K
14.2K $874K
NFLX
Netflix Inc

Communication Services
2
+ 0.21%
$828.4 - $1058.6 $1.66K - $2.12K
943 $879K
GD
General Dynamics Corp

Industrials
105
+ 8.63%
$241.94 - $272.58 $25.4K - $28.6K
1.32K $360K
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.06%
$91.75 - $115.81 $275 - $347
5.28K $517K
ISRG
Intuitive Surgical Inc

Healthcare
117
+ 11.11%
$476.63 - $610.45 $55.8K - $71.4K
1.17K $579K
BDX
Becton Dickinson & CO

Healthcare
67
+ 1.89%
$222.79 - $249.08 $14.9K - $16.7K
3.61K $826K
APD
Air Products & Chemicals, Inc.

Basic Materials
39
+ 1.66%
$283.24 - $338.07 $11K - $13.2K
2.39K $703K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
103
+ 2.73%
$408.78 - $448.82 $42.1K - $46.2K
3.88K $1.63M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8
+ 0.23%
$87.68 - $94.52 $701 - $756
3.56K $332K
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.02%
$112.81 - $126.16 $451 - $505
17.9K $2.17M
META
Meta Platforms, Inc.

Communication Services
123
+ 3.03%
$576.36 - $736.67 $70.9K - $90.6K
4.19K $2.41M
Ge Vernova Inc
9
+ 0.42%
N/A
2.16K $0
Ul Solutions Inc
585
+ 5.74%
N/A
10.8K $0
AXP
American Express CO

Financial Services
99
+ 8.88%
$255.39 - $325.87 $25.3K - $32.3K
1.21K $326K
GLW
Corning Inc

Technology
66
+ 0.82%
$44.91 - $54.25 $2.96K - $3.58K
8.11K $371K
Activity Summary
Buys All Purchases 112 New Holdings 55 Increased Positions 57 Sells All Sells 143 Reductions 143 Sold out 0 Options Calls 0 Puts 0
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