Connecticut Wealth Management, LLC Sells in Q3 2024

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
-16.9K
- 54.27%
$421.49 - $494.67 $7.1M - $8.34M
14.2K $6.74M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-29.9K
- 24.94%
$71.45 - $75.64 $2.14M - $2.26M
89.9K $6.76M
HEZU
Ishares Currency Hedged Msci E

ETFs
-48.2K
- 12.88%
$33.46 - $37.07 $1.61M - $1.79M
326K $12M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-15.7K
- 11.86%
$76.38 - $78.87 $1.2M - $1.24M
117K $9.19M
CI
Cigna Corp

Healthcare
-3.15K
- 39.22%
$319.12 - $367.1 $1.01M - $1.16M
4.88K $1.69M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-15K
- 10.33%
$76.94 - $79.54 $1.16M - $1.19M
130K $10.4M
SMCI
Super Micro Computer, Inc.

Technology
-15
- 0.8%
$386.46 - $909.96 $5.8K - $13.6K
1.86K $774K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-12.4K
- 14.3%
$74.26 - $78.84 $922K - $979K
74.4K $5.83M
VGIT
Vanguard Intermediate Term Tre

ETFs
-12.7K
- 15.18%
$57.8 - $60.8 $735K - $774K
71.1K $4.29M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.22K
- 16.35%
$96.25 - $101.98 $695K - $737K
37K $3.74M
IYW
Ishares Dj Us Tech ETF

ETFs
-3.34K
- 15.09%
$133.16 - $158.73 $445K - $530K
18.8K $2.85M
ADBE
Adobe Inc.

Technology
-319
- 5.43%
$508.13 - $586.55 $162K - $187K
5.55K $2.87M
MRK
Merck & Co., Inc.

Healthcare
-1.74K
- 10.1%
$111.15 - $128.97 $193K - $224K
15.5K $1.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.88K
- 2.98%
$434.77 - $502.96 $815K - $943K
61.1K $29.8M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-13.1K
- 9.53%
$39.37 - $41.68 $515K - $545K
124K $5.14M
VIG
Vanguard Dividend Appreciation

ETFs
-1.13K
- 0.57%
$182.15 - $182.15 $206K - $206K
197K $35.9M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.5K
- 26.19%
$50.63 - $51.11 $278K - $281K
15.5K $791K
LLY
Eli Lilly & CO

Healthcare
-219
- 6.84%
$772.14 - $960.02 $169K - $210K
2.98K $2.64M
MUB
Ishares National Muni Bond ETF

ETFs
-3.39K
- 5.71%
$106.13 - $108.7 $360K - $369K
56K $6.08M
IEMG
Ishares Inc

ETFs
-5.49K
- 1.0%
$53.64 - $53.64 $295K - $295K
543K $29.1M
TER
Teradyne, Inc

Technology
-5
- 0.03%
$114.25 - $163.0 $571 - $815
16K $2.15M
AMZN
Amazon Com Inc

Consumer Cyclical
-72
- 0.23%
$161.02 - $200.0 $11.6K - $14.4K
30.7K $5.72M
NKE
Nike, Inc.

Consumer Cyclical
-3.67K
- 38.71%
$71.09 - $89.44 $261K - $328K
5.81K $513K
COP
Conocophillips

Energy
-393
- 2.61%
$102.3 - $116.61 $40.2K - $45.8K
14.6K $1.54M
HON
Honeywell International Inc

Industrials
-394
- 3.13%
$196.73 - $220.21 $77.5K - $86.8K
12.2K $2.52M
DIS
Walt Disney CO

Communication Services
-1.49K
- 19.75%
$85.6 - $98.61 $127K - $147K
6.05K $581K
BA
Boeing CO

Industrials
-304
- 8.89%
$152.04 - $190.6 $46.2K - $57.9K
3.12K $473K
APH
Amphenol Corp

Technology
-1.6K
- 8.63%
$58.39 - $70.41 $93.3K - $113K
16.9K $1.1M
CVX
Chevron Corp

Energy
-384
- 4.56%
$137.88 - $161.97 $52.9K - $62.2K
8.03K $1.18M
NUE
Nucor Corp

Basic Materials
-623
- 24.66%
$137.77 - $166.14 $85.8K - $104K
1.9K $286K
VLO
Valero Energy Corp

Energy
-360
- 12.46%
$132.81 - $163.48 $47.8K - $58.9K
2.53K $341K
AMAT
Applied Materials Inc

Technology
-281
- 19.61%
$174.88 - $254.97 $49.1K - $71.6K
1.15K $232K
TGT
Target Corp

Consumer Defensive
-842
- 24.71%
$133.47 - $159.25 $112K - $134K
2.57K $399K
ONTO
Onto Innovation Inc.

Technology
-272
- 8.2%
$158.45 - $238.04 $43.1K - $64.7K
3.05K $632K
JPM
Jpmorgan Chase & CO

Financial Services
-1.47K
- 5.78%
$194.9 - $224.8 $287K - $330K
23.9K $5.05M
IWD
Ishares Russell 1000 Val ETF

ETFs
-938
- 16.54%
$173.36 - $189.8 $163K - $178K
4.73K $898K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-86
- 10.19%
$1024.09 - $1201.76 $88.1K - $103K
758 $796K
INTU
Intuit Inc

Technology
-73
- 5.88%
$602.97 - $670.49 $44K - $48.9K
1.17K $725K
PSX
Phillips 66

Energy
-145
- 2.04%
$125.0 - $147.17 $18.1K - $21.3K
6.96K $914K
STZ
Constellation Brands, Inc.

Consumer Defensive
-345
- 24.73%
$236.42 - $259.82 $81.6K - $89.6K
1.05K $270K
CSCO
Cisco Systems, Inc.

Technology
-3.41K
- 20.31%
$44.74 - $53.22 $153K - $182K
13.4K $712K
EOG
Eog Resources Inc

Energy
-428
- 5.06%
$117.9 - $132.65 $50.5K - $56.8K
8.03K $987K
ROK
Rockwell Automation, Inc

Industrials
-197
- 5.55%
$248.27 - $294.37 $48.9K - $58K
3.35K $900K
CHX
Champion X Corp

Energy
-1.28K
- 14.98%
$28.19 - $35.09 $35.9K - $44.7K
7.24K $218K
HSY
Hershey CO

Consumer Defensive
-409
- 23.16%
$182.45 - $203.25 $74.6K - $83.1K
1.36K $260K
ADI
Analog Devices Inc

Technology
-281
- 20.1%
$200.56 - $243.33 $56.4K - $68.4K
1.12K $257K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.01K
- 22.1%
$83.76 - $91.82 $84.3K - $92.4K
3.55K $323K
TXN
Texas Instruments Inc

Technology
-297
- 5.07%
$194.6 - $194.6 $57.8K - $57.8K
5.56K $1.08M
MAR
Marriott International Inc

Consumer Cyclical
-400
- 6.37%
$211.35 - $255.11 $84.5K - $102K
5.88K $1.46M
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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