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
FTNT
Fortinet, Inc.

Technology
-208
- 3.98%
$92.49 - $114.57 $19.2K - $23.8K
5.02K $483K
UNP
Union Pacific Corp

Industrials
-354
- 3.77%
$225.21 - $254.42 $79.7K - $90.1K
9.04K $2.14M
ECL
Ecolab Inc.

Basic Materials
-171
- 8.62%
$229.72 - $269.82 $39.3K - $46.1K
1.81K $459K
OKE
Oneok Inc

Energy
-16
- 0.69%
$89.57 - $109.85 $1.43K - $1.76K
2.31K $229K
Labcorp Holdings Inc
-135
- 4.69%
N/A
2.74K $0
FISV
Fiserv Inc

Technology
-1
- 0.04%
N/A
2.57K $321K
WFC
Wells Fargo & Company

Financial Services
-149
- 1.96%
$66.78 - $81.42 $9.95K - $12.1K
7.45K $534K
CHD
Church & Dwight CO Inc

Consumer Defensive
-331
- 4.46%
$101.42 - $113.2 $33.6K - $37.5K
7.09K $780K
IWD
Ishares Russell 1000 Val ETF

ETFs
-51
- 1.08%
$182.82 - $196.21 $9.32K - $10K
4.68K $881K
SYK
Stryker Corp

Healthcare
-22
- 1.57%
$355.18 - $399.9 $7.81K - $8.8K
1.38K $513K
NVS
Novartis Ag

Healthcare
-100
- 4.65%
$97.14 - $115.57 $9.71K - $11.6K
2.05K $228K
KMB
Kimberly Clark Corp

Consumer Defensive
-75
- 2.69%
$124.46 - $147.4 $9.33K - $11.1K
2.72K $386K
VLO
Valero Energy Corp

Energy
-16
- 0.63%
$121.76 - $142.99 $1.95K - $2.29K
2.53K $334K
ES
Eversource Energy

Utilities
-88
- 1.41%
$55.63 - $63.8 $4.9K - $5.61K
6.14K $381K
DGRO
Ishares Core Dividend Growth E

ETFs
-301
- 0.28%
$60.46 - $64.42 $18.2K - $19.4K
107K $6.64M
TSCO
Tractor Supply CO

Consumer Cyclical
-61
- 0.35%
$51.66 - $57.94 $3.15K - $3.53K
17.3K $955K
BSX
Boston Scientific Corp

Healthcare
-78
- 2.21%
$89.38 - $106.18 $6.97K - $8.28K
3.45K $348K
T
At&T Inc.

Communication Services
-1.17K
- 9.43%
$21.56 - $28.28 $25.1K - $32.9K
11.2K $316K
TRV
Travelers Companies, Inc.

Financial Services
-110
- 3.82%
$232.43 - $265.13 $25.6K - $29.2K
2.77K $732K
PSX
Phillips 66

Energy
-26
- 0.57%
$113.93 - $131.55 $2.96K - $3.42K
4.54K $559K
HEI
Heico Corp

Industrials
-2
- 0.1%
$219.6 - $270.85 $439 - $542
1.92K $511K
WM
Waste Management Inc

Industrials
-149
- 4.67%
$200.54 - $233.78 $29.9K - $34.8K
3.04K $704K
COP
Conocophillips

Energy
-195
- 1.3%
$88.6 - $105.85 $17.3K - $20.6K
14.9K $1.56M
FAST
Fastenal CO

Industrials
-18
- 0.14%
$71.11 - $79.98 $1.28K - $1.44K
13.2K $1.02M
UNH
Unitedhealth Group Inc

Healthcare
-218
- 2.09%
$461.52 - $548.18 $101K - $120K
10.2K $5.35M
CB
Chubb LTD

Financial Services
-49
- 1.34%
$257.71 - $301.99 $12.6K - $14.8K
3.6K $1.09M
AON
Aon PLC

Financial Services
-30
- 1.15%
$348.44 - $409.32 $10.5K - $12.3K
2.58K $1.03M
AMGN
Amgen Inc

Healthcare
-50
- 2.26%
$258.59 - $327.36 $12.9K - $16.4K
2.16K $672K
KO
Coca Cola CO

Consumer Defensive
-212
- 1.79%
$60.81 - $72.32 $12.9K - $15.3K
11.6K $833K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-204
- 4.2%
$208.48 - $244.03 $42.5K - $49.8K
4.65K $1.14M
XOM
Exxon Mobil Corp

Energy
-355
- 2.26%
$105.44 - $118.93 $37.4K - $42.2K
15.4K $1.83M
AJG
Arthur J. Gallagher & Co.

Financial Services
-166
- 4.08%
$275.89 - $345.24 $45.8K - $57.3K
3.9K $1.35M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-45
- 1.53%
$402.49 - $513.76 $18.1K - $23.1K
2.9K $1.41M
HDV
Ishares Core High Dividend ETF

ETFs
-222
- 0.74%
$110.86 - $121.12 $24.6K - $26.9K
29.8K $3.61M
GE
General Electric CO

Industrials
-187
- 2.08%
$168.59 - $212.13 $31.5K - $39.7K
8.8K $1.76M
JNJ
Johnson & Johnson

Healthcare
-508
- 3.08%
$142.06 - $167.7 $72.2K - $85.2K
16K $2.66M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-3
- 0.24%
$1187.71 - $1432.58 $3.56K - $4.3K
1.25K $1.79M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-932
- 1.44%
$74.85 - $84.89 $69.8K - $79.1K
63.6K $5.2M
CTAS
Cintas Corp

Industrials
-78
- 0.46%
$182.09 - $208.14 $14.2K - $16.2K
16.9K $3.48M
V
Visa Inc.

Financial Services
-327
- 1.97%
$306.92 - $362.71 $100K - $119K
16.3K $5.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-194
- 1.17%
$442.66 - $534.52 $85.9K - $104K
16.3K $8.69M
VEA
Vanguard Ftse Developed Market

ETFs
-25.9K
- 2.33%
$47.4 - $52.99 $1.23M - $1.37M
1.08M $55.1M
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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