Connecticut Wealth Management, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.93 Billion distributed in 323 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $262M, Spdr Portfolio S&P 500 Value E with a value of $119M, Ishares Tr with a value of $115M, Spdr Portfolio with a value of $111M, and Ishares Core S&P Mid Cap ETF with a value of $109M.

Examining the 13F form we can see an increase of $56.1M in the current position value, from $1.88B to 1.93B.

Below you can find more details about Connecticut Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.93 Billion
ETFs: $1.6 Billion
Technology: $93.4 Million
Industrials: $66.5 Million
Financial Services: $62.9 Million
Healthcare: $40.5 Million
Consumer Cyclical: $22.9 Million
Consumer Defensive: $18.9 Million
Communication Services: $16.1 Million
Other: $14.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 323
  • Current Value $1.93 Billion
  • Prior Value $1.88 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 24 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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