Connecticut Wealth Management, LLC Portfolio Holdings
Connecticut Wealth Management, LLC
- $2.09 Billion
- Q2 2025
Connecticut Wealth Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.09 Billion distributed in 308 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 $194M, Spdr Portfolio with a value of $164M, Spdr Portfolio S&P 500 Value E with a value of $160M, Ishares Tr with a value of $160M, and Ishares Core S&P Mid Cap ETF with a value of $132M.
Examining the 13F form we can see an increase of $182M in the current position value, from $1.9B to 2.09B.
Below you can find more details about Connecticut Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.09 Billion
ETFs: $1.73 Billion
Technology: $102 Million
Industrials: $83.4 Million
Financial Services: $62.4 Million
Healthcare: $32.6 Million
Consumer Cyclical: $24.8 Million
Consumer Defensive: $18 Million
Communication Services: $17.5 Million
Other: $11.8 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 308
- Current Value $2.09 Billion
- Prior Value $1.9 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 19 stocks
- Additional Purchases 57 stocks
- Sold out of 0 stocks
- Reduced holdings in 163 stocks