Connecticut Wealth Management, LLC New Holdings in Q1 2025

Connecticut Wealth Management, LLC

  • $1.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.74M
New
$49.78 - $53.19 $136M - $146M
2.74M $140M
VO
Vanguard Mid Cap ETF

ETFs
204K
New
$251.87 - $277.95 $51.3M - $56.6M
204K $52.7M
VUG
Vanguard Growth ETF

ETFs
118K
New
$369.1 - $427.61 $43.6M - $50.5M
118K $43.8M
VB
Vanguard Small Cap ETF

ETFs
146K
New
$217.89 - $252.64 $31.9M - $37M
146K $32.4M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
65.8K
New
$333.37 - $384.99 $21.9M - $25.3M
65.8K $22M
VTI
Vanguard Total Stock Market Et

ETFs
78K
New
$271.18 - $303.12 $21.2M - $23.7M
78K $21.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
435K
New
$44.68 - $46.49 $19.4M - $20.2M
435K $20.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20.2K
New
$507.05 - $563.67 $10.2M - $11.4M
20.2K $10.4M
GOOGL
Alphabet Inc.

Communication Services
67K
New
$154.33 - $206.19 $10.3M - $13.8M
67K $10.4M
VNQ
Vanguard Specialized Funds Van

ETFs
112K
New
$85.55 - $94.34 $9.59M - $10.6M
112K $10.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
99.1K
New
$77.7 - $78.94 $7.7M - $7.82M
99.1K $7.82M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
78K
New
$78.12 - $83.7 $6.1M - $6.53M
78K $6.29M
ACGL
Arch Capital Group Ltd.

Financial Services
64.2K
New
$88.13 - $96.94 $5.66M - $6.22M
64.2K $6.17M
RSP
Invesco S&P 500 Equal Weight E

ETFs
31.1K
New
$169.43 - $182.84 $5.27M - $5.68M
31.1K $5.38M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
39K
New
$128.74 - $138.67 $5.02M - $5.4M
39K $5.29M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
52.8K
New
$73.78 - $76.59 $3.89M - $4.04M
52.8K $4.04M
BND
Vanguard Bd Index Fd Inc Total

ETFs
38.5K
New
$71.17 - $73.66 $2.74M - $2.83M
38.5K $2.82M
VBK
Vanguard Small Cap Growth ETF

ETFs
10.5K
New
$247.97 - $296.33 $2.6M - $3.11M
10.5K $2.64M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
54.7K
New
$42.5 - $46.71 $2.33M - $2.56M
54.7K $2.48M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
30.6K
New
$64.88 - $72.1 $1.98M - $2.21M
30.6K $2.01M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
14.4K
New
$80.73 - $94.96 $1.16M - $1.36M
14.4K $1.19M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15K
New
$77.33 - $90.16 $1.16M - $1.35M
15K $1.17M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
23K
New
$48.02 - $53.02 $1.11M - $1.22M
23K $1.14M
VGIT
Vanguard Intermediate Term Tre

ETFs
18.9K
New
$57.44 - $59.4 $1.09M - $1.12M
18.9K $1.12M
RPV
Invesco Exchange Traded Fd Tr

ETFs
12.1K
New
$89.33 - $95.17 $1.08M - $1.15M
12.1K $1.12M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
27.9K
New
$31.63 - $35.22 $883K - $983K
27.9K $892K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29.2K
New
$27.01 - $28.54 $788K - $832K
29.2K $815K
VOE
Vanguard Mid Cap Value Index F

ETFs
4.87K
New
$156.61 - $168.02 $762K - $818K
4.87K $781K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
9.69K
New
$77.91 - $92.26 $755K - $894K
9.69K $770K
XLF
Financial Sector Spdr

ETFs
14.2K
New
$47.32 - $52.19 $673K - $743K
14.2K $708K
CWB
Spdr Bloomberg Convertible Sec

ETFs
7.1K
New
$75.99 - $81.58 $539K - $579K
7.1K $543K
VCIT
Vanguard Intermediate Term Cor

ETFs
6.55K
New
$79.17 - $82.04 $518K - $537K
6.55K $535K
RFG
Invesco Exchange Traded Fd Tr

ETFs
11.3K
New
$43.07 - $51.51 $488K - $583K
11.3K $496K
FPE
First Tr Pfd Secs & Income ETF

ETFs
26.7K
New
$17.53 - $17.87 $468K - $477K
26.7K $469K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.7K
New
$21.75 - $24.28 $384K - $429K
17.7K $389K
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.03K
New
$44.92 - $48.18 $360K - $387K
8.03K $367K
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
SCHR
Schwab Intermediate Term Us Tr

ETFs
12.1K
New
$24.05 - $24.86 $292K - $302K
12.1K $301K
SONY
Sony Group Corp

Technology
11.3K
New
$19.88 - $25.64 $225K - $290K
11.3K $287K
CVS
Cvs Health Corp

Healthcare
3.7K
New
$44.22 - $68.64 $164K - $254K
3.7K $250K
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
VBR
Vanguard Small Cap Value ETF

ETFs
1.22K
New
$183.02 - $207.75 $224K - $254K
1.22K $228K
PAYX
Paychex Inc

Industrials
1.48K
New
$136.06 - $154.52 $202K - $229K
1.48K $228K
WEC
Wec Energy Group, Inc.

Utilities
2.07K
New
$92.12 - $108.98 $190K - $225K
2.07K $225K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.34K
New
$63.91 - $70.19 $213K - $234K
3.34K $224K
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
Track This Portfolio

Track Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email