Connecticut Wealth Management, LLC Reduced Holdings in Q2 2025

Connecticut Wealth Management, LLC

  • $2.09 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-177K
- 17.84%
$90.56 - $109.49 $16M - $19.4M
815K $89.1M
GOOGL
Alphabet Inc.

Communication Services
-30.4K
- 45.36%
$144.7 - $178.6 $4.4M - $5.43M
36.6K $6.45M
UNH
Unitedhealth Group Inc

Healthcare
-682
- 6.68%
$274.35 - $599.47 $187K - $409K
9.53K $2.97M
ABBV
Abb Vie Inc.

Healthcare
-10.1K
- 71.62%
$170.16 - $206.27 $1.72M - $2.09M
4.01K $744K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-26.9K
- 50.97%
$75.05 - $77.34 $2.02M - $2.08M
25.9K $2M
HEZU
Ishares Currency Hedged Msci E

ETFs
-44.5K
- 25.45%
$34.68 - $41.63 $1.54M - $1.85M
130K $5.35M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-17.6K
- 18.96%
$77.74 - $78.78 $1.37M - $1.39M
75.4K $5.94M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-15.1K
- 15.26%
$77.94 - $79.5 $1.18M - $1.2M
83.9K $6.67M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-15.6K
- 40.63%
$72.02 - $73.82 $1.13M - $1.15M
22.8K $1.68M
BOND
Pimco Active Bond Exchange Tra

ETFs
-8.78K
- 11.54%
$89.87 - $92.93 $789K - $816K
67.3K $6.2M
IWM
Ishares Russell 2000 ETF

ETFs
-5.4K
- 20.65%
$174.82 - $215.79 $944K - $1.17M
20.8K $4.48M
ACGL
Arch Capital Group Ltd.

Financial Services
-3.6K
- 5.6%
$84.99 - $96.82 $306K - $348K
60.6K $5.52M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.68K
- 12.81%
$90.85 - $102.31 $516K - $581K
38.7K $3.9M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.83K
- 3.42%
$79.79 - $91.42 $305K - $350K
108K $9.64M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.16K
- 25.01%
$96.84 - $99.46 $500K - $513K
15.5K $1.54M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-11.1K
- 2.55%
$45.2 - $46.6 $501K - $516K
424K $19.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-18
- 0.36%
$390.26 - $489.06 $7.02K - $8.8K
4.99K $2.02M
PG
Procter & Gamble CO

Consumer Defensive
-1.48K
- 7.93%
$157.66 - $172.39 $233K - $254K
17.1K $2.73M
VIG
Vanguard Dividend Appreciation

ETFs
-2.3K
- 1.17%
N/A
194K $35.4M
ICF
Ishares Tr

ETFs
-3.65K
- 0.76%
$54.56 - $62.47 $199K - $228K
477K $29.2M
PEP
Pepsico Inc

Consumer Defensive
-945
- 6.66%
$128.02 - $151.37 $121K - $143K
13.2K $1.75M
VGIT
Vanguard Intermediate Term Tre

ETFs
-6.14K
- 32.48%
$58.63 - $59.9 $360K - $368K
12.8K $763K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.63K
- 6.76%
$121.58 - $136.74 $320K - $360K
36.3K $4.93M
ADBE
Adobe Inc.

Technology
-882
- 16.5%
$340.0 - $420.68 $300K - $371K
4.47K $1.73M
COP
Conocophillips

Energy
-952
- 6.41%
$82.66 - $106.1 $78.7K - $101K
13.9K $1.25M
EOG
Eog Resources Inc

Energy
-2.03K
- 25.33%
$104.61 - $129.97 $213K - $264K
6K $717K
JNJ
Johnson & Johnson

Healthcare
-588
- 3.67%
$146.36 - $159.82 $86.1K - $94K
15.4K $2.36M
UNP
Union Pacific Corp

Industrials
-1K
- 11.08%
$208.27 - $238.46 $209K - $239K
8.04K $1.85M
MRK
Merck & Co., Inc.

Healthcare
-2.01K
- 17.47%
$73.47 - $87.12 $148K - $175K
9.5K $752K
DHR
Danaher Corp

Healthcare
-786
- 6.75%
$174.64 - $205.16 $137K - $161K
10.9K $2.15M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-4.94K
- 7.7%
$39.34 - $40.41 $194K - $199K
59.2K $2.37M
BDX
Becton Dickinson & CO

Healthcare
-3
- 0.08%
$165.15 - $226.42 $495 - $679
3.61K $620K
XOM
Exxon Mobil Corp

Energy
-291
- 1.89%
$99.93 - $119.04 $29.1K - $34.6K
15.1K $1.63M
ACN
Accenture PLC

Technology
-307
- 3.83%
$279.23 - $323.21 $85.7K - $99.2K
7.71K $2.3M
ZTS
Zoetis Inc.

Healthcare
-792
- 11.25%
$144.41 - $170.3 $114K - $135K
6.25K $974K
PGR
Progressive Corp

Financial Services
-255
- 3.75%
$255.27 - $288.74 $65.1K - $73.6K
6.55K $1.75M
CVX
Chevron Corp

Energy
-149
- 2.63%
$133.73 - $168.51 $19.9K - $25.1K
5.52K $789K
FICO
Fair Isaac Corp

Technology
-82
- 17.23%
$1503.62 - $2206.01 $123K - $181K
394 $720K
MCD
Mcdonalds Corp

Consumer Cyclical
-146
- 2.57%
$285.55 - $321.23 $41.7K - $46.9K
5.54K $1.62M
SNA
Snap On Inc

Industrials
-9
- 0.16%
$292.36 - $342.2 $2.63K - $3.08K
5.46K $1.7M
KO
Coca Cola CO

Consumer Defensive
-1.9K
- 16.28%
$68.37 - $73.9 $130K - $140K
9.74K $689K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-105
- 2.26%
$212.1 - $244.27 $22.3K - $25.6K
4.55K $994K
DOV
Dover Corp

Industrials
-813
- 42.34%
$151.14 - $186.7 $123K - $152K
1.11K $202K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-3.03K
- 37.69%
$41.05 - $48.17 $124K - $146K
5K $240K
AON
Aon PLC

Financial Services
-38
- 1.47%
$335.85 - $398.81 $12.8K - $15.2K
2.54K $907K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-11
- 0.38%
$421.16 - $509.5 $4.63K - $5.6K
2.89K $1.29M
KMB
Kimberly Clark Corp

Consumer Defensive
-584
- 21.5%
$126.84 - $145.22 $74.1K - $84.8K
2.13K $274K
TFX
Teleflex Inc

Healthcare
-335
- 10.01%
$117.53 - $141.38 $39.4K - $47.4K
3.01K $356K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-31
- 3.93%
$483.07 - $625.6 $15K - $19.4K
757 $397K
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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