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
ECL
Ecolab Inc.

Basic Materials
-10
- 0.56%
$228.86 - $255.76 $2.29K - $2.56K
1.78K $453K
APD
Air Products & Chemicals, Inc.

Basic Materials
-253
- 9.67%
$247.34 - $300.11 $62.6K - $75.9K
2.36K $703K
WTW
Willis Towers Watson PLC

Financial Services
-18
- 1.64%
$257.34 - $294.53 $4.63K - $5.3K
1.08K $318K
REET
Ishares Global Reit ETF

ETFs
-100
- 0.95%
$23.07 - $27.17 $2.31K - $2.72K
10.4K $278K
ES
Eversource Energy

Utilities
-500
- 8.15%
$56.52 - $68.38 $28.3K - $34.2K
5.64K $383K
TSCO
Tractor Supply CO

Consumer Cyclical
-140
- 3.84%
$251.95 - $290.93 $35.3K - $40.7K
3.51K $1.02M
HEI
Heico Corp

Industrials
-160
- 7.7%
$220.59 - $267.96 $35.3K - $42.9K
1.92K $501K
ISRG
Intuitive Surgical Inc

Healthcare
-25
- 2.38%
$416.14 - $494.01 $10.4K - $12.4K
1.03K $504K
A
Agilent Technologies, Inc.

Healthcare
-60
- 2.3%
$125.42 - $148.48 $7.53K - $8.91K
2.55K $379K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-45
- 2.7%
$156.14 - $187.2 $7.03K - $8.42K
1.62K $299K
UNP
Union Pacific Corp

Industrials
-623
- 6.28%
$221.78 - $256.09 $138K - $160K
9.3K $2.29M
CSL
Carlisle Companies Inc

Industrials
-5
- 0.43%
$376.5 - $449.34 $1.88K - $2.25K
1.15K $516K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-213
- 4.35%
$523.84 - $572.02 $112K - $122K
4.69K $2.67M
IVE
Ishares S&P 500 Value ETF

ETFs
-163
- 2.93%
$181.06 - $197.17 $29.5K - $32.1K
5.4K $1.06M
TT
Trane Technologies PLC

Industrials
-213
- 9.36%
$314.21 - $388.71 $66.9K - $82.8K
2.06K $801K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-19
- 0.53%
$283.28 - $314.39 $5.38K - $5.97K
3.56K $1.12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.16K
- 6.65%
$41.9 - $48.26 $174K - $201K
58.5K $2.8M
MSCI
Msci Inc.

Financial Services
-15
- 2.13%
$479.31 - $584.91 $7.19K - $8.77K
690 $402K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-194
- 3.37%
$256.4 - $289.78 $49.7K - $56.2K
5.56K $1.58M
ZTS
Zoetis Inc.

Healthcare
-951
- 8.23%
$172.58 - $196.48 $164K - $187K
10.6K $2.07M
LMT
Lockheed Martin Corp

Industrials
-23
- 3.29%
$460.3 - $584.56 $10.6K - $13.4K
676 $395K
VOE
Vanguard Mid Cap Value Index F

ETFs
-87
- 1.76%
$149.02 - $167.67 $13K - $14.6K
4.86K $815K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-275
- 1.86%
$85.03 - $94.56 $23.4K - $26K
14.5K $1.35M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.04K
- 4.64%
$117.9 - $128.2 $122K - $133K
21.3K $2.74M
META
Meta Platforms, Inc.

Communication Services
-369
- 8.39%
$453.41 - $572.44 $167K - $211K
4.03K $2.31M
KO
Coca Cola CO

Consumer Defensive
-134
- 1.12%
$62.69 - $73.01 $8.4K - $9.78K
11.9K $853K
ABT
Abbott Laboratories

Healthcare
-37
- 0.38%
$100.07 - $118.13 $3.7K - $4.37K
9.59K $1.09M
VBK
Vanguard Small Cap Growth ETF

ETFs
-361
- 3.25%
$240.48 - $267.94 $86.8K - $96.7K
10.8K $2.87M
FAST
Fastenal CO

Industrials
-475
- 2.87%
$62.09 - $71.83 $29.5K - $34.1K
16.1K $1.15M
AON
Aon PLC

Financial Services
-85
- 3.25%
$293.16 - $351.06 $24.9K - $29.8K
2.53K $874K
SNA
Snap On Inc

Industrials
-184
- 3.16%
$255.35 - $289.77 $47K - $53.3K
5.63K $1.63M
VEU
Vanguard Ftse All World Ex Us

ETFs
-75
- 0.28%
$56.47 - $63.69 $4.24K - $4.78K
26.8K $1.69M
IXUS
Ishares Tr

ETFs
-680
- 2.07%
$64.9 - $73.35 $44.1K - $49.9K
32.1K $2.33M
ITW
Illinois Tool Works Inc

Industrials
-167
- 2.54%
$233.14 - $263.97 $38.9K - $44.1K
6.42K $1.68M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-524
- 1.77%
$332.02 - $382.76 $174K - $201K
29K $10.9M
FICO
Fair Isaac Corp

Technology
-52
- 10.12%
$1496.51 - $1947.38 $77.8K - $101K
462 $898K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-672
- 5.41%
$98.71 - $117.61 $66.3K - $79K
11.7K $1.38M
AMP
Ameriprise Financial Inc

Financial Services
-123
- 2.74%
$391.53 - $469.81 $48.2K - $57.8K
4.37K $2.05M
CTSH
Cognizant Technology Solutions Corp

Technology
-9
- 0.05%
$66.89 - $77.87 $602 - $701
17.5K $1.35M
IOO
Ishares Tr Global 100 ETF

ETFs
-240
- 0.34%
$89.63 - $100.83 $21.5K - $24.2K
71.3K $7.07M
NOW
Service Now, Inc.

Technology
-23
- 1.35%
$730.87 - $937.36 $16.8K - $21.6K
1.68K $1.5M
PH
Parker Hannifin Corp

Industrials
-11
- 0.78%
$501.01 - $635.92 $5.51K - $7K
1.4K $882K
DHR
Danaher Corp

Healthcare
-590
- 4.86%
$239.25 - $280.76 $141K - $166K
11.5K $3.21M
CMI
Cummins Inc

Industrials
-15
- 0.38%
$266.63 - $326.4 $4K - $4.9K
3.95K $1.28M
SHW
Sherwin Williams CO

Basic Materials
-124
- 4.49%
$294.65 - $384.0 $36.5K - $47.6K
2.64K $1.01M
COST
Costco Wholesale Corp

Consumer Defensive
-70
- 0.91%
$801.83 - $917.05 $56.1K - $64.2K
7.6K $6.73M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-11.3K
- 2.7%
$44.9 - $47.55 $509K - $539K
408K $19.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-175
- 3.44%
$531.86 - $624.21 $93.1K - $109K
4.91K $3.04M
TSLA
Tesla, Inc.

Consumer Cyclical
-301
- 6.11%
$191.76 - $263.26 $57.7K - $79.2K
4.62K $1.21M
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
Track This Portfolio

Track Connecticut Wealth Management, LLC Portfolio

Follow Connecticut Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Connecticut Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email