Connecticut Wealth Management, LLC Incresed Positions in Q1 2025

Connecticut Wealth Management, LLC

  • $1.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
92.2K
+ 5.48%
$69.57 - $78.65 $6.41M - $7.25M
1.77M $134M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
318K
+ 354.72%
$22.77 - $22.94 $7.25M - $7.3M
408K $9.36M
RTX
Raytheon Technologies Corp

Industrials
3.27K
+ 1.56%
$114.1 - $135.66 $373K - $443K
213K $28.2M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
142K
+ 16.47%
$23.29 - $23.38 $3.3M - $3.31M
1M $23.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
194K
+ 9.48%
$57.21 - $65.8 $11.1M - $12.8M
2.24M $131M
ICF
Ishares Tr

ETFs
30.5K
+ 6.78%
$57.98 - $63.8 $1.77M - $1.95M
481K $29.6M
ABBV
Abb Vie Inc.

Healthcare
10.4K
+ 280.6%
$169.2 - $216.66 $1.76M - $2.26M
14.1K $2.96M
OTIS
Otis Worldwide Corp

Industrials
4.05K
+ 4.01%
$90.77 - $104.01 $367K - $421K
105K $10.8M
CI
Cigna Corp

Healthcare
1.85K
+ 39.48%
$274.49 - $329.0 $508K - $609K
6.54K $2.15M
MCK
Mckesson Corp

Healthcare
38
+ 0.62%
$566.21 - $672.99 $21.5K - $25.6K
6.17K $4.15M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.06K
+ 4.19%
$89.27 - $92.9 $273K - $284K
76K $7.03M
MUB
Ishares National Muni Bond ETF

ETFs
4.5K
+ 8.37%
$104.71 - $107.69 $471K - $485K
58.3K $6.15M
SMG
Scotts Miracle Gro CO

Basic Materials
8.44K
+ 137.78%
$54.76 - $77.7 $462K - $656K
14.6K $799K
COST
Costco Wholesale Corp

Consumer Defensive
155
+ 1.93%
$890.62 - $1076.86 $138K - $167K
8.17K $7.72M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.21K
+ 11.47%
$32.74 - $36.2 $236K - $261K
70K $2.45M
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
PGR
Progressive Corp

Financial Services
2
+ 0.03%
$235.61 - $291.22 $471 - $582
6.81K $1.93M
ADP
Automatic Data Processing Inc

Industrials
410
+ 5.31%
$286.85 - $318.64 $118K - $131K
8.13K $2.48M
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
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
NFLX
Netflix Inc

Communication Services
2
+ 0.21%
$828.4 - $1058.6 $1.66K - $2.12K
943 $879K
CSCO
Cisco Systems, Inc.

Technology
85
+ 0.6%
$58.74 - $64.87 $4.99K - $5.51K
14.2K $874K
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
GS
Goldman Sachs Group Inc

Financial Services
8
+ 0.69%
$524.81 - $672.19 $4.2K - $5.38K
1.16K $634K
PRU
Prudential Financial Inc

Financial Services
2
+ 0.04%
$105.04 - $122.33 $210 - $245
5.4K $602K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
26
+ 3.41%
$634.14 - $744.83 $16.5K - $19.4K
788 $499K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.03%
$302.31 - $337.54 $302 - $338
3.02K $924K
SOXX
Ishares Semiconductor ETF

ETFs
241
+ 6.82%
$188.17 - $235.81 $45.3K - $56.8K
3.78K $710K
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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