Connecticut Wealth Management, LLC Incresed Positions in Q4 2024

Connecticut Wealth Management, LLC

  • $2.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
2.78M
+ 194.9%
$81.74 - $91.38 $227M - $254M
4.21M $370M
VOT
Vanguard Mid Cap Growth Index

ETFs
733K
+ 1821.75%
$241.48 - $274.89 $177M - $202M
774K $196M
VGSH
Vanguard

ETFs
609K
+ 11271.41%
$58.02 - $58.88 $35.3M - $35.8M
614K $35.7M
VOOV
Vanguard S&P 500 Value ETF

ETFs
66.2K
+ 140.83%
$184.21 - $199.29 $12.2M - $13.2M
113K $20.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
123K
+ 105.0%
$77.02 - $78.58 $9.44M - $9.63M
239K $18.5M
GOOG
Alphabet Inc.

Communication Services
37.5K
+ 128.83%
$163.08 - $198.16 $6.12M - $7.44M
66.7K $12.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
108K
+ 5.55%
$61.68 - $67.87 $6.64M - $7.31M
2.05M $128M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
68.5K
+ 109.02%
$99.2 - $108.47 $6.8M - $7.43M
131K $13.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
51.1K
+ 5.32%
$113.92 - $127.38 $5.82M - $6.51M
1.01M $116M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
49.6K
+ 17.84%
$75.44 - $80.53 $3.74M - $4M
328K $24.9M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
137K
+ 19.0%
$23.25 - $23.37 $3.19M - $3.21M
860K $20.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
55.2K
+ 205.86%
$57.29 - $63.1 $3.16M - $3.49M
82.1K $4.71M
QUAL
Ishares Msci Usa Quality Facto

ETFs
26.6K
+ 1.69%
$176.42 - $186.91 $4.7M - $4.98M
1.6M $285M
PRF
Invesco Exchange Traded Fd Tr

ETFs
66.4K
+ 610.79%
$40.15 - $42.9 $2.66M - $2.85M
77.2K $3.12M
BOND
Pimco Active Bond Exchange Tra

ETFs
26.2K
+ 55.88%
$90.42 - $94.5 $2.37M - $2.47M
73K $6.6M
AAPL
Apple Inc.

Technology
716
+ 0.64%
$221.69 - $259.02 $159K - $185K
112K $28.2M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
80.8K
+ 897.38%
$22.72 - $23.0 $1.83M - $1.86M
89.8K $2.05M
NVDA
Nvidia Corp

Technology
2.79K
+ 2.87%
$117.0 - $148.88 $326K - $415K
99.8K $13.4M
AVGO
Broadcom Inc.

Technology
19
+ 0.07%
$159.67 - $250.0 $3.03K - $4.75K
26.4K $6.12M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
70.9K
+ 1486.41%
$22.01 - $66.82 $1.56M - $4.74M
75.6K $1.72M
XLU
Utilities Sector Spdr

ETFs
18.7K
+ 249.6%
$74.89 - $82.93 $1.4M - $1.55M
26.2K $1.98M
AMZN
Amazon Com Inc

Consumer Cyclical
512
+ 1.67%
$180.88 - $232.93 $92.6K - $119K
31.2K $6.85M
TSLA
Tesla, Inc.

Consumer Cyclical
220
+ 4.76%
$213.65 - $479.86 $47K - $106K
4.84K $1.96M
V
Visa Inc.

Financial Services
60
+ 0.36%
$273.87 - $320.91 $16.4K - $19.3K
16.6K $5.26M
CRM
Salesforce, Inc.

Technology
1.64K
+ 83.41%
$270.87 - $367.87 $445K - $605K
3.62K $1.21M
COST
Costco Wholesale Corp

Consumer Defensive
416
+ 5.48%
$873.59 - $994.69 $363K - $414K
8.01K $7.34M
ADP
Automatic Data Processing Inc

Industrials
816
+ 11.82%
$280.08 - $307.97 $229K - $251K
7.72K $2.26M
AMP
Ameriprise Financial Inc

Financial Services
134
+ 3.07%
$473.15 - $574.01 $63.4K - $76.9K
4.5K $2.4M
NOW
Service Now, Inc.

Technology
17
+ 1.01%
$867.18 - $1148.42 $14.7K - $19.5K
1.7K $1.8M
MA
Mastercard Inc

Financial Services
439
+ 22.1%
$491.3 - $536.15 $216K - $235K
2.43K $1.28M
HON
Honeywell International Inc

Industrials
125
+ 1.02%
$202.84 - $236.0 $25.4K - $29.5K
12.3K $2.78M
SYK
Stryker Corp

Healthcare
672
+ 92.18%
$345.14 - $392.15 $232K - $264K
1.4K $504K
NFLX
Netflix Inc

Communication Services
30
+ 3.29%
$687.65 - $936.56 $20.6K - $28.1K
941 $838K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
55
+ 0.75%
$172.07 - $207.36 $9.46K - $11.4K
7.42K $1.46M
WMT
Walmart Inc.

Consumer Defensive
225
+ 1.59%
$79.1 - $95.7 $17.8K - $21.5K
14.4K $1.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
380
+ 57.66%
$316.94 - $357.88 $120K - $136K
1.04K $356K
DIS
Walt Disney CO

Communication Services
437
+ 7.23%
$92.39 - $117.6 $40.4K - $51.4K
6.48K $721K
CSCO
Cisco Systems, Inc.

Technology
692
+ 5.17%
$52.45 - $60.02 $36.3K - $41.5K
14.1K $833K
MTB
M&T Bank Corp

Financial Services
185
+ 2.41%
$172.48 - $221.95 $31.9K - $41.1K
7.87K $1.48M
WFC
Wells Fargo & Company

Financial Services
113
+ 1.51%
$54.98 - $77.35 $6.21K - $8.74K
7.6K $533K
TJX
Tjx Companies Inc

Consumer Cyclical
416
+ 2.39%
$112.15 - $127.2 $46.7K - $52.9K
17.9K $2.16M
MS
Morgan Stanley

Financial Services
2
+ 0.04%
$104.42 - $134.99 $209 - $270
4.8K $603K
AXP
American Express CO

Financial Services
245
+ 28.16%
$267.35 - $305.57 $65.5K - $74.9K
1.12K $330K
FTNT
Fortinet, Inc.

Technology
69
+ 1.34%
$76.49 - $99.21 $5.28K - $6.85K
5.23K $493K
META
Meta Platforms, Inc.

Communication Services
37
+ 0.92%
$554.08 - $632.68 $20.5K - $23.4K
4.07K $2.4M
WM
Waste Management Inc

Industrials
523
+ 19.6%
$201.79 - $228.46 $106K - $119K
3.19K $643K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.91%
$4100.99 - $5300.34 $4.1K - $5.3K
111 $551K
TT
Trane Technologies PLC

Industrials
338
+ 16.39%
$369.35 - $419.14 $125K - $142K
2.4K $886K
CDNS
Cadence Design Systems Inc

Technology
193
+ 24.37%
$249.1 - $324.54 $48.1K - $62.6K
985 $295K
Activity Summary
Buys All Purchases 125 New Holdings 6 Increased Positions 119 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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