Connecticut Wealth Management, LLC Reduced Holdings in Q1 2025

Connecticut Wealth Management, LLC

  • $1.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-2.64M
- 62.67%
$80.05 - $92.39 $211M - $244M
1.57M $126M
VOT
Vanguard Mid Cap Growth Index

ETFs
-734K
- 94.9%
$237.72 - $276.98 $175M - $203M
39.5K $9.65M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-500K
- 31.26%
$168.16 - $186.21 $84.1M - $93.2M
1.1M $188M
VGSH
Vanguard

ETFs
-610K
- 99.26%
$58.07 - $58.69 $35.4M - $35.8M
4.56K $267K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-18.8K
- 1.86%
$102.49 - $119.96 $1.93M - $2.26M
992K $104M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-66.4K
- 58.67%
$179.71 - $192.06 $11.9M - $12.8M
46.8K $8.61M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-146K
- 61.11%
$76.94 - $78.28 $11.3M - $11.4M
93.1K $7.28M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-87K
- 66.22%
$97.38 - $104.52 $8.47M - $9.09M
44.4K $4.53M
IVW
Ishares S&P 500 Growth ETF

ETFs
-28.8K
- 6.79%
$92.45 - $106.69 $2.66M - $3.07M
395K $36.7M
AIG
American International Group, Inc.

Financial Services
-70.3K
- 54.7%
$70.5 - $86.94 $4.96M - $6.11M
58.2K $5.06M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-51.5K
- 15.7%
$74.87 - $79.99 $3.85M - $4.12M
276K $21.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-58.6K
- 71.38%
$56.51 - $62.98 $3.31M - $3.69M
23.5K $1.42M
AAPL
Apple Inc.

Technology
-27
- 0.02%
$209.68 - $247.1 $5.66K - $6.67K
112K $25M
NVDA
Nvidia Corp

Technology
-2.86K
- 2.87%
$106.98 - $149.43 $306K - $428K
96.9K $10.5M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-66.4K
- 85.93%
$39.4 - $42.61 $2.61M - $2.83M
10.9K $439K
MSFT
Microsoft Corp

Technology
-755
- 1.51%
$375.39 - $447.2 $283K - $338K
49.2K $18.5M
AVGO
Broadcom Inc.

Technology
-337
- 1.28%
$167.43 - $244.7 $56.4K - $82.5K
26.1K $4.36M
XLU
Utilities Sector Spdr

ETFs
-22.5K
- 85.94%
$74.7 - $80.27 $1.68M - $1.81M
3.69K $290K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-63.5K
- 84.01%
$21.23 - $23.75 $1.35M - $1.51M
12.1K $260K
IWM
Ishares Russell 2000 ETF

ETFs
-3.65K
- 12.25%
$198.1 - $229.79 $724K - $839K
26.2K $5.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
-462
- 1.21%
$551.42 - $612.93 $255K - $283K
37.7K $21.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-248
- 0.86%
$360.07 - $417.26 $89.3K - $103K
28.6K $10.3M
HEZU
Ishares Currency Hedged Msci E

ETFs
-47K
- 21.17%
$35.85 - $40.72 $1.68M - $1.91M
175K $6.82M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-28.3K
- 30.61%
$38.99 - $40.37 $1.1M - $1.14M
64.1K $2.58M
IEMG
Ishares Inc

ETFs
-19.6K
- 3.26%
N/A
582K $31.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-436
- 9.0%
$222.15 - $428.22 $96.9K - $187K
4.41K $1.14M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.67K
- 24.41%
$95.85 - $99.25 $639K - $662K
20.6K $2.04M
IVV
Ishares Core S&P 500 ETF

ETFs
-199
- 1.12%
$554.06 - $615.85 $110K - $123K
17.5K $9.85M
NOW
Service Now, Inc.

Technology
-17
- 1.0%
$783.83 - $1170.39 $13.3K - $19.9K
1.68K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
-383
- 2.8%
$347.25 - $424.87 $133K - $163K
13.3K $4.88M
IYW
Ishares Dj Us Tech ETF

ETFs
-556
- 2.96%
$140.44 - $166.79 $78.1K - $92.7K
18.2K $2.56M
ADBE
Adobe Inc.

Technology
-22
- 0.41%
$377.84 - $464.11 $8.31K - $10.2K
5.35K $2.05M
ACN
Accenture PLC

Technology
-33
- 0.41%
$300.91 - $398.25 $9.93K - $13.1K
8.02K $2.5M
IT
Gartner Inc

Technology
-58
- 1.26%
$418.25 - $548.38 $24.3K - $31.8K
4.55K $1.91M
EEM
Ishares Msci Emerging Markets

ETFs
-9.06K
- 22.81%
$40.81 - $45.34 $370K - $411K
30.7K $1.34M
DHR
Danaher Corp

Healthcare
-18
- 0.15%
$201.62 - $250.59 $3.63K - $4.51K
11.7K $2.39M
AMP
Ameriprise Financial Inc

Financial Services
-83
- 1.84%
$472.29 - $575.13 $39.2K - $47.7K
4.42K $2.14M
LOW
Lowes Companies Inc

Consumer Cyclical
-776
- 15.54%
$222.66 - $268.42 $173K - $208K
4.22K $983K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-80
- 1.08%
$165.25 - $224.62 $13.2K - $18K
7.34K $1.22M
CAT
Caterpillar Inc

Industrials
-154
- 2.82%
$326.75 - $407.63 $50.3K - $62.8K
5.3K $1.75M
MAR
Marriott International Inc

Consumer Cyclical
-11
- 0.2%
$237.01 - $304.45 $2.61K - $3.35K
5.39K $1.28M
MRK
Merck & Co., Inc.

Healthcare
-1.12K
- 8.84%
$83.01 - $101.02 $92.6K - $113K
11.5K $1.03M
REZ
Ishares Tr Residential And Mul

ETFs
-2.96K
- 33.96%
$78.21 - $88.48 $231K - $262K
5.75K $496K
HON
Honeywell International Inc

Industrials
-147
- 1.19%
$202.75 - $226.52 $29.8K - $33.3K
12.2K $2.58M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-29
- 0.63%
$522.96 - $601.18 $15.2K - $17.4K
4.57K $2.44M
BAC
Bank Of America Corp

Financial Services
-2.31K
- 6.7%
$39.61 - $47.74 $91.6K - $110K
32.2K $1.34M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-380
- 36.57%
$307.43 - $357.48 $117K - $136K
659 $203K
CVX
Chevron Corp

Energy
-1.92K
- 25.36%
$146.71 - $167.97 $282K - $323K
5.66K $947K
CMI
Cummins Inc

Industrials
-20
- 0.51%
$312.92 - $386.07 $6.26K - $7.72K
3.89K $1.22M
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
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