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
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.16K
- 10.33%
$79.29 - $84.02 $91.6K - $97K
10K $839K
CDNS
Cadence Design Systems Inc

Technology
-77
- 8.86%
$246.84 - $321.11 $19K - $24.7K
792 $214K
T
At&T Inc.

Communication Services
-4.47K
- 28.46%
$18.21 - $22.28 $81.5K - $99.7K
11.2K $247K
MLM
Martin Marietta Materials Inc

Basic Materials
-89
- 8.52%
$502.48 - $593.35 $44.7K - $52.8K
955 $514K
EEM
Ishares Msci Emerging Markets

ETFs
-4.82K
- 9.09%
$40.42 - $46.7 $195K - $225K
48.2K $2.21M
AME
Ametek Inc

Industrials
-355
- 9.66%
$152.74 - $176.01 $54.2K - $62.5K
3.32K $570K
BAC
Bank Of America Corp

Financial Services
-937
- 2.42%
$36.65 - $44.13 $34.3K - $41.3K
37.7K $1.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-37
- 2.29%
$211.47 - $281.27 $7.82K - $10.4K
1.58K $386K
AMGN
Amgen Inc

Healthcare
-155
- 6.58%
$309.38 - $337.38 $48K - $52.3K
2.2K $709K
AZN
Astrazeneca PLC

Healthcare
-331
- 5.7%
$76.67 - $87.62 $25.4K - $29K
5.48K $427K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-351
- 9.64%
$81.31 - $83.29 $28.5K - $29.2K
3.29K $273K
OKE
Oneok Inc

Energy
-525
- 18.52%
$78.62 - $95.27 $41.3K - $50K
2.31K $210K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-19
- 0.64%
$460.0 - $505.78 $8.74K - $9.61K
2.93K $1.36M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.56K
- 9.87%
$46.17 - $51.13 $118K - $131K
23.3K $1.19M
VZ
Verizon Communications Inc

Communication Services
-867
- 14.26%
$38.89 - $45.0 $33.7K - $39K
5.21K $234K
CMCSA
Comcast Corp

Communication Services
-736
- 12.07%
$37.33 - $41.78 $27.5K - $30.8K
5.36K $223K
ANET
Arista Networks, Inc.

Technology
-145
- 12.02%
$311.42 - $388.21 $45.2K - $56.3K
1.06K $407K
GRMN
Garmin LTD

Technology
-210
- 9.91%
$161.1 - $183.29 $33.8K - $38.5K
1.91K $335K
ETN
Eaton Corp PLC

Industrials
-102
- 7.65%
$272.52 - $333.02 $27.8K - $34K
1.23K $407K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 7.56%
$3305.62 - $4268.05 $29.8K - $38.4K
110 $463K
CVS
Cvs Health Corp

Healthcare
-396
- 8.69%
$55.81 - $63.18 $22.1K - $25K
4.16K $261K
CDW
Cdw Corp

Technology
-85
- 1.46%
$206.67 - $239.84 $17.6K - $20.4K
5.73K $1.3M
XLF
Financial Sector Spdr

ETFs
-1.72K
- 9.73%
$40.84 - $45.74 $70.3K - $78.7K
16K $723K
DE
Deere & CO

Industrials
-179
- 11.03%
$344.84 - $418.0 $61.7K - $74.8K
1.44K $602K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-10
- 0.25%
$104.47 - $116.17 $1.04K - $1.16K
3.95K $426K
VV
Vanguard Large Cap ETF

ETFs
-66
- 5.76%
$236.92 - $263.4 $15.6K - $17.4K
1.08K $284K
CHD
Church & Dwight CO Inc

Consumer Defensive
-86
- 1.15%
$98.01 - $106.59 $8.43K - $9.17K
7.42K $776K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-530
- 8.72%
$51.3 - $64.42 $27.2K - $34.1K
5.55K $317K
Veralto Corp
-464
- 19.09%
N/A
1.97K $0
Labcorp Holdings Inc
-27
- 0.96%
N/A
2.8K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-13
- 0.42%
N/A
3.12K $0
PFE
Pfizer Inc

Healthcare
-370
- 3.23%
$27.7 - $31.39 $10.2K - $11.6K
11.1K $321K
TRMB
Trimble Inc.

Technology
-380
- 9.67%
$49.82 - $62.06 $18.9K - $23.6K
3.55K $220K
NFLX
Netflix Inc

Communication Services
-43
- 4.51%
$598.55 - $722.26 $25.7K - $31.1K
911 $646K
NVS
Novartis Ag

Healthcare
-142
- 6.29%
$106.13 - $120.89 $15.1K - $17.2K
2.12K $243K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-2.86K
- 9.28%
$30.61 - $34.92 $87.4K - $99.7K
27.9K $962K
AVY
Avery Dennison Corp

Industrials
-3
- 0.12%
$202.27 - $224.18 $607 - $673
2.5K $551K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-120
- 15.81%
$370.41 - $491.09 $44.4K - $58.9K
639 $297K
MDT
Medtronic PLC

Healthcare
-230
- 8.95%
$76.84 - $91.03 $17.7K - $20.9K
2.34K $210K
GD
General Dynamics Corp

Industrials
-24
- 1.94%
$279.51 - $308.09 $6.71K - $7.39K
1.22K $367K
VBR
Vanguard Small Cap Value ETF

ETFs
-103
- 6.28%
$179.99 - $201.6 $18.5K - $20.8K
1.54K $308K
MS
Morgan Stanley

Financial Services
-216
- 4.31%
$92.07 - $106.96 $19.9K - $23.1K
4.8K $499K
VEEV
Veeva Systems Inc

Healthcare
-105
- 8.47%
$180.43 - $223.9 $18.9K - $23.5K
1.14K $238K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.47K
- 8.12%
$162.83 - $179.16 $566K - $622K
39.3K $7.05M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-478
- 6.42%
$111.9 - $124.28 $53.5K - $59.4K
6.97K $861K
TTD
Trade Desk, Inc.

Technology
-104
- 4.39%
$83.08 - $110.79 $8.64K - $11.5K
2.27K $248K
MA
Mastercard Inc

Financial Services
-185
- 8.52%
$429.6 - $500.99 $79.5K - $92.7K
1.99K $980K
DOV
Dover Corp

Industrials
-7
- 0.28%
$172.5 - $193.03 $1.21K - $1.35K
2.48K $475K
CRM
Salesforce, Inc.

Technology
-22
- 1.1%
$238.42 - $276.53 $5.25K - $6.08K
1.97K $539K
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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