Connecticut Wealth Management, LLC Incresed Positions 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
NVDA
Nvidia Corp

Technology
127
+ 0.13%
$94.31 - $157.99 $12K - $20.1K
97.1K $15.3M
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
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
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
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
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
DIS
Walt Disney CO

Communication Services
565
+ 8.94%
$81.72 - $124.01 $46.2K - $70.1K
6.89K $854K
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
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
223
+ 7.8%
$101.97 - $126.75 $22.7K - $28.3K
3.08K $390K
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
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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