Connecticut Wealth Management, LLC Incresed Positions in Q3 2024

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
39.8K
+ 2.59%
$162.64 - $179.3 $6.47M - $7.13M
1.57M $282M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
89.8K
+ 3.69%
$48.51 - $52.86 $4.36M - $4.75M
2.53M $134M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
44.5K
+ 4.87%
$105.53 - $118.34 $4.7M - $5.27M
960K $112M
IEFA
Ishares Tr

ETFs
69.3K
+ 4.37%
$70.09 - $78.74 $4.85M - $5.45M
1.65M $129M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
83.5K
+ 4.5%
$57.32 - $62.65 $4.79M - $5.23M
1.94M $121M
SPYG
Spdr Portfolio

ETFs
47.5K
+ 3.44%
$73.38 - $84.1 $3.48M - $3.99M
1.43M $118M
ICF
Ishares Tr

ETFs
29.6K
+ 7.59%
$56.77 - $67.33 $1.68M - $1.99M
420K $27.7M
RTX
Raytheon Technologies Corp

Industrials
3.6K
+ 1.73%
$99.55 - $123.34 $358K - $444K
212K $25.7M
AAPL
Apple Inc.

Technology
1.55K
+ 1.41%
$207.23 - $234.82 $321K - $364K
112K $26M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
86.5K
+ 13.59%
$23.13 - $23.43 $2M - $2.03M
723K $16.9M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
22
+ 0.01%
$70.02 - $76.68 $1.54K - $1.69K
278K $21.3M
VNQ
Vanguard Specialized Funds Van

ETFs
17
+ 0.02%
$82.97 - $98.97 $1.41K - $1.68K
101K $9.82M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
232
+ 1.43%
$405.19 - $478.57 $94K - $111K
16.4K $7.56M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
35.5K
+ 4.08%
$23.88 - $24.01 $849K - $853K
906K $21.7M
OTIS
Otis Worldwide Corp

Industrials
576
+ 0.57%
$91.43 - $104.43 $52.7K - $60.2K
101K $10.5M
VOOV
Vanguard S&P 500 Value ETF

ETFs
633
+ 1.37%
$175.0 - $190.72 $111K - $121K
47K $8.96M
IBM
International Business Machines Corp

Technology
1.18K
+ 10.71%
$175.1 - $223.38 $207K - $264K
12.2K $2.7M
AUB
Atlantic Union Bankshares Corp

Financial Services
17.3K
+ 133.26%
$32.43 - $41.89 $560K - $723K
30.2K $1.14M
MTB
M&T Bank Corp

Financial Services
3.03K
+ 64.96%
$146.49 - $179.85 $443K - $544K
7.69K $1.37M
IVV
Ishares Core S&P 500 ETF

ETFs
121
+ 0.64%
$520.18 - $576.82 $62.9K - $69.8K
19K $11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
204
+ 1.18%
$475.2 - $527.7 $96.9K - $108K
17.6K $9.26M
ADP
Automatic Data Processing Inc

Industrials
575
+ 9.08%
$233.44 - $279.45 $134K - $161K
6.91K $1.91M
PG
Procter & Gamble CO

Consumer Defensive
1.42K
+ 7.8%
$160.76 - $177.82 $228K - $253K
19.6K $3.4M
JNJ
Johnson & Johnson

Healthcare
124
+ 0.59%
$145.48 - $167.38 $18K - $20.8K
21.1K $3.43M
MCD
Mcdonalds Corp

Consumer Cyclical
282
+ 5.22%
$245.82 - $304.51 $69.3K - $85.9K
5.68K $1.73M
ABBV
Abb Vie Inc.

Healthcare
1.49K
+ 69.01%
$163.84 - $199.33 $244K - $297K
3.65K $721K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
201
+ 18.47%
$1015.62 - $1159.62 $204K - $233K
1.29K $1.48M
CTAS
Cintas Corp

Industrials
12.4K
+ 276.19%
$201.38 - $819.83 $2.5M - $10.2M
16.9K $3.49M
GE
General Electric CO

Industrials
323
+ 3.56%
$156.66 - $189.66 $50.6K - $61.3K
9.4K $1.77M
PGR
Progressive Corp

Financial Services
33
+ 0.48%
$209.46 - $259.24 $6.91K - $8.55K
6.86K $1.74M
LOW
Lowes Companies Inc

Consumer Cyclical
203
+ 4.24%
$213.3 - $270.78 $43.3K - $55K
4.99K $1.35M
AVGO
Broadcom Inc.

Technology
23.7K
+ 889.42%
$136.27 - $1745.86 $3.23M - $41.4M
26.4K $4.55M
BOND
Pimco Active Bond Exchange Tra

ETFs
870
+ 1.89%
$90.01 - $95.32 $78.3K - $82.9K
46.8K $4.43M
PEP
Pepsico Inc

Consumer Defensive
849
+ 4.4%
$161.9 - $179.3 $137K - $152K
20.2K $3.43M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.54K
+ 2.46%
$32.04 - $37.11 $49.5K - $57.3K
64.2K $2.34M
V
Visa Inc.

Financial Services
59
+ 0.36%
$253.74 - $291.56 $15K - $17.2K
16.6K $4.56M
WMT
Walmart Inc.

Consumer Defensive
539
+ 3.95%
$66.91 - $81.4 $36.1K - $43.9K
14.2K $1.14M
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
FTNT
Fortinet, Inc.

Technology
557
+ 12.11%
$55.39 - $77.55 $30.9K - $43.2K
5.16K $400K
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
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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