Connecticut Wealth Management, LLC holdings history

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408 is the total number of securities Connecticut Wealth Management, LLC has owned. The longest Connecticut Wealth Management, LLC has owned a single stock is 29 quarters.

Connecticut Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVW ISHARES TR29290.12%2.12%4.27%Q3 2016Q3 202329
VUG VANGUARD INDEX FDS29290.48%1.73%2.73%Q3 2016Q3 202329
VTI VANGUARD TOTAL STOCK M...29290.73%1.40%2.55%Q3 2016Q3 202329
VEU VANGUARD INTL EQUITY I...29290.04%0.84%3.89%Q3 2016Q3 202329
HD HOME DEPOT INC29290.20%0.64%1.07%Q3 2016Q3 202329
AAPL APPLEINC29290.22%0.56%1.17%Q3 2016Q3 202329
MSFT MICROSOFTCORP29290.19%0.42%0.79%Q3 2016Q3 202329
BA BOEINGCOMPANY29290.03%0.36%0.98%Q3 2016Q3 202329
UNP UNIONPACIFICCORP29290.11%0.33%0.78%Q3 2016Q3 202329
IBM INTLBUSINESS29290.05%0.31%1.04%Q3 2016Q3 202329
VV VANGUARDLARGE29290.02%0.30%0.92%Q3 2016Q3 202329
BAC BK OF AMERICA CORP29290.07%0.29%0.68%Q3 2016Q3 202329
SMG SCOTTS MIRACLE-GRO CO29290.03%0.29%0.76%Q3 2016Q3 202329
XOM EXXON MOBIL CORP29290.05%0.25%0.73%Q3 2016Q3 202329
PG PROCTER & GAMBLE CO29290.11%0.25%0.53%Q3 2016Q3 202329
JNJ JOHNSON&JOHNSON29290.13%0.23%0.34%Q3 2016Q3 202329
TFX TELEFLEX INCORPORATED29290.04%0.21%0.47%Q3 2016Q3 202329
T AT&TINC29290.02%0.18%0.57%Q3 2016Q3 202329
INTC INTELCORP29290.03%0.14%0.43%Q3 2016Q3 202329
HUBB HUBBELLINC29290.04%0.12%0.27%Q3 2016Q3 202329
CVX CHEVRON CORP NEW29290.03%0.11%0.31%Q3 2016Q3 202329
CSX CSXCORP29290.05%0.11%0.24%Q3 2016Q3 202329
APD AIRPRODUCTS29290.06%0.10%0.21%Q3 2016Q3 202329
FB META PLATFORMS INC29290.02%0.10%0.22%Q3 2016Q3 202329
VOOV VANGUARD S&P 500 VALUE18100.49%11.47%30.55%Q3 2016Q3 202328
IJH ISHARES TR18103.18%8.89%17.16%Q3 2016Q3 202328
IJR ISHARES TR18100.47%4.52%11.39%Q3 2016Q3 202328
VO VANGUARDMID18100.41%2.31%3.59%Q3 2016Q3 202328
SDY SPDR S&P DIVIDEND18100.24%0.83%2.46%Q3 2016Q3 202328
IVV ISHARES TR18100.14%0.42%0.65%Q3 2016Q3 202328
BSV VANGUARDSHORT2530.04%0.34%1.05%Q3 2016Q3 202328
JPM JPMORGAN CHASE & CO18100.08%0.25%0.42%Q3 2016Q3 202328
DIS WALTDISNEY18100.02%0.11%0.22%Q3 2016Q3 202328
VZ VERIZON COMMUNICATIONS...2170.02%0.08%0.24%Q3 2016Q3 202328
VOO VANGUARD S&P 5001510.24%0.64%2.88%Q3 2016Q3 202327
CSCO CISCOSYSTEMS1940.02%0.09%0.26%Q3 2016Q3 202327
VOOG VANGUARD S&P 500 GROWTH1511.17%10.74%29.26%Q3 2016Q3 202326
IEFA ISHARES TR1411.44%5.57%17.43%Q4 2016Q3 202326
IWO ISHARES TR1510.09%0.18%0.27%Q3 2016Q3 202326
EFA ISHARES TR16100.06%0.18%0.36%Q4 2016Q3 202326
MMM 3MCOMPANY26260.02%0.13%0.30%Q3 2016Q4 202226
IWN ISHARES TR1510.02%0.11%0.23%Q3 2016Q3 202326
VB VANGUARD SMALL-CAP1310.46%1.67%2.24%Q3 2016Q3 202325
ESGE ISHARES MSCI24240.16%0.36%1.02%Q4 2017Q3 202324
QCOM QUALCOMMINC1410.02%0.13%0.57%Q3 2016Q3 202324
IWD ISHARES TR1110.05%0.20%2.21%Q3 2016Q3 202323
AMZN AMAZON COM INC23230.05%0.14%0.31%Q1 2018Q3 202323
TJX TJX COS INC NEW23230.05%0.11%0.33%Q1 2018Q3 202323
V VISA INC23230.06%0.11%0.25%Q1 2018Q3 202323
MRK MERCK&COMPANY1850.03%0.07%0.16%Q3 2016Q3 202323
PEP PEPSICO INC23230.04%0.07%0.16%Q1 2018Q3 202323
MKC MCCORMICK & CO INC23230.02%0.06%0.14%Q1 2018Q3 202323
HIG HARTFORD FINL SVCS GRO...1010.02%0.07%0.18%Q2 2017Q3 202322
BND VANGUARDTOTAL1610.02%0.47%4.07%Q3 2016Q3 202321
TRV TRAVELERS COMPANIES INC1140.03%0.12%0.28%Q1 2018Q3 202321
GD GENERAL DYNAMICS CORP1710.02%0.11%0.26%Q1 2017Q3 202321
IEMG ISHARES INC1010.10%1.19%5.39%Q4 2016Q3 202320
GE GENERAL ELECTRIC CO20200.03%0.33%1.32%Q3 2016Q2 202120
RSP INVESCO EXCHANGE TRADE...1030.12%0.28%0.46%Q2 2018Q3 202320
VTV VANGUARD VALUE1130.02%0.17%0.54%Q3 2017Q3 202320
CL COLGATE PALMOLIVE CO20200.02%0.14%0.28%Q3 2016Q2 202120
CI THE CIGNA GROUP20200.10%0.14%0.22%Q4 2018Q3 202320
BRKB BERKSHIRE HATHAWAY INC...1810.04%0.12%0.25%Q4 2017Q3 202320
VEA VANGUARD TAX-MANAGED I...1090.04%2.70%4.27%Q4 2018Q3 202319
ICSH ISHARES TR19190.10%0.46%1.39%Q3 2018Q1 202319
ESGD ISHARES TR1010.11%0.19%0.73%Q2 2018Q3 202319
IVE ISHARES TR1090.08%0.15%0.61%Q4 2018Q3 202319
GOOGL ALPHABET INC19190.04%0.10%0.24%Q1 2019Q3 202319
CVS CVS HEALTH CORP1810.03%0.05%0.10%Q2 2018Q3 202319
VIG VANGUARD SPECIALIZED F...18182.21%3.43%4.45%Q2 2019Q3 202318
VOT VANGUARD INDEX FDS18180.57%1.47%4.77%Q2 2019Q3 202318
DON WISDOMTREE TR18180.11%1.32%3.94%Q2 2019Q3 202318
DGRO ISHARES TR1080.31%1.29%4.68%Q1 2019Q3 202318
VBR VANGUARD INDEX FDS18180.02%1.08%3.89%Q2 2019Q3 202318
IWS ISHARES TR18180.18%0.83%1.12%Q2 2019Q3 202318
DEF INVESCO EXCH TRD SLF I...18180.02%0.70%1.00%Q2 2019Q3 202318
DVY ISHARES TR18180.02%0.37%0.70%Q2 2019Q3 202318
SHY ISHARES TR18180.02%0.31%0.58%Q2 2019Q3 202318
UNH UNITEDHEALTH GROUP INC18180.08%0.31%0.46%Q2 2019Q3 202318
VYM VANGUARD WHITEHALL FDS...18180.11%0.22%0.47%Q2 2019Q3 202318
CWB SPDR SER TR18180.04%0.17%0.49%Q2 2019Q3 202318
BOND PIMCO ETF TR1530.02%0.16%0.61%Q4 2018Q3 202318
DIA SPDR DOW JONES INDL AV...18180.09%0.12%0.17%Q2 2019Q3 202318
PSX PHILLIPS 6618180.06%0.11%0.20%Q2 2019Q3 202318
NEE NEXTERA ENERGY INC18180.06%0.08%0.11%Q2 2019Q3 202318
ADP AUTOMATIC DATA PROCESS...18180.06%0.07%0.10%Q2 2019Q3 202318
REGN REGENERON PHARMACEUTICALS18180.03%0.06%0.08%Q2 2019Q3 202318
NKE NIKE INC1350.02%0.05%0.10%Q2 2018Q3 202318
OLED UNIVERSAL DISPLAY CORP18180.02%0.04%0.07%Q2 2019Q3 202318
AMGN AMGEN INC18180.02%0.04%0.06%Q2 2019Q3 202318
A AGILENT TECHNOLOGIES INC18180.02%0.03%0.04%Q2 2019Q3 202318
QUAL ISHARES TR17170.39%13.52%19.00%Q3 2019Q3 202317
DTD WISDOMTREE TR1071.16%3.11%5.01%Q2 2019Q3 202317
HDV ISHARES TR1070.23%1.02%1.96%Q2 2019Q3 202317
IOO ISHARES TR1070.48%0.79%1.20%Q2 2019Q3 202317
DES WISDOMTREE TR1070.07%0.49%2.01%Q2 2019Q3 202317
IJT ISHARES TR1070.23%0.44%0.57%Q2 2019Q3 202317
RFG INVESCO EXCHANGE TRADE...1070.04%0.35%0.70%Q2 2019Q3 202317
RPV INVESCO EXCHANGE TRADE...1070.07%0.31%1.18%Q2 2019Q3 202317
SLYV SPDR SER TR1070.11%0.29%0.94%Q2 2019Q3 202317
AGG ISHARES TR1070.02%0.15%0.46%Q2 2019Q3 202317
TDIV FIRST TR EXCHANGE-TRAD...1070.10%0.14%0.18%Q2 2019Q3 202317
MDYG SPDR SER TR1070.05%0.14%0.46%Q2 2019Q3 202317
FDL FIRST TR MORNINGSTAR D...1070.04%0.05%0.08%Q2 2019Q3 202317
VOE VANGUARD INDEX FDS1070.04%0.05%0.06%Q2 2019Q3 202317
ES EVERSOURCE ENERGY17170.02%0.04%0.11%Q3 2019Q3 202317
PFE PFIZER INC1430.02%0.04%0.05%Q2 2019Q3 202317
EXC EXELON CORP17170.02%0.03%0.04%Q2 2019Q2 202317
SPYV SPDR SER TR1060.67%4.06%6.31%Q3 2019Q3 202316
SPYG SPDR SER TR1111.35%3.48%5.51%Q2 2019Q3 202316
QQQ INVESCO QQQ TR1111.58%2.94%3.95%Q2 2019Q3 202316
SLYG SPDR SER TR1110.21%0.63%1.32%Q2 2019Q3 202316
TIP ISHARES TR1330.06%0.12%0.19%Q2 2019Q3 202316
BMY BRISTOL-MYERS SQUIBB CO710.02%0.07%0.16%Q1 2017Q3 202316
COST COSTCO WHSL CORP NEW16160.02%0.07%0.19%Q4 2019Q3 202316
IJK ISHARES TR740.02%0.05%0.10%Q2 2019Q3 202316
WASH WASHINGTON TR BANCORP INC16160.01%0.03%0.04%Q4 2019Q3 202316
UTX UNITED TECHNOLOGIES CORP15150.71%3.41%11.52%Q3 2016Q1 202015
IWP ISHARES TR1010.63%0.83%1.00%Q2 2019Q3 202315
IWF ISHARES TR1010.51%0.72%0.91%Q2 2019Q3 202315
VBK VANGUARD INDEX FDS1010.17%0.54%0.81%Q2 2019Q3 202315
IYH ISHARES TR15150.46%0.53%0.74%Q2 2019Q4 202215
TLT ISHARES TR15150.19%0.50%0.88%Q2 2019Q4 202215
GOOG ALPHABET INC1010.04%0.09%0.21%Q2 2019Q3 202315
IJJ ISHARES TR1010.05%0.08%0.14%Q2 2019Q3 202315
MCD MCDONALDS CORP1320.03%0.05%0.08%Q2 2019Q3 202315
DBX DROPBOX INC15150.02%0.04%0.06%Q2 2019Q4 202215
OTIS OTIS WORLDWIDE CORP14140.59%1.96%2.77%Q2 2020Q3 202314
CARR CARRIER GLOBAL CORPORA...14140.34%0.59%1.32%Q2 2020Q3 202314
IEF ISHARES TR14140.11%0.33%0.53%Q2 2019Q3 202214
IDU ISHARES TR770.20%0.23%0.29%Q2 2019Q4 202214
VNQ VANGUARD INDEX FDS1310.03%0.08%0.16%Q4 2019Q3 202314
JPS NUVEENPREFERRED14140.02%0.07%0.12%Q3 2016Q4 201914
TSLA TESLA INC14140.02%0.06%0.09%Q2 2020Q3 202314
CATY CATHAY GEN BANCORP14140.04%0.06%0.08%Q3 2019Q4 202214
KO COCA COLA CO14140.04%0.04%0.06%Q2 2020Q3 202314
VEEV VEEVA SYS INC14140.03%0.03%0.04%Q2 2020Q3 202314
ACN ACCENTURE PLC IRELAND1310.02%0.03%0.05%Q4 2019Q3 202314
RTX RTX CORPORATION1121.09%4.37%7.41%Q2 2020Q3 202313
SPY SPDR S&P 500 ETF TR13130.15%0.41%1.15%Q3 2020Q3 202313
TOTL SSGA ACTIVE ETF TR13130.09%0.38%0.56%Q3 2020Q3 202313
EEM ISHARES TR310.03%0.11%0.52%Q3 2016Q3 202313
APH AMPHENOL CORP NEW13130.02%0.07%0.26%Q3 2020Q3 202313
CMCSA COMCAST CORP NEW710.01%0.07%0.16%Q3 2016Q3 202313
DE DEERE & CO13130.03%0.05%0.08%Q3 2020Q3 202313
LLY LILLY ELI & CO13130.02%0.05%0.11%Q3 2020Q3 202313
SHW SHERWIN WILLIAMS CO13130.04%0.05%0.06%Q3 2020Q3 202313
ZTS ZOETIS INC13130.02%0.03%0.08%Q3 2020Q3 202313
CTAS CINTAS CORP13130.02%0.03%0.04%Q3 2020Q3 202313
LULU LULULEMON ATHLETICA INC13130.02%0.03%0.03%Q3 2020Q3 202313
CSL CARLISLE COS INC1030.02%0.02%0.03%Q2 2019Q3 202313
ICF ISHARES TR12120.95%1.55%1.97%Q4 2020Q3 202312
MDY SPDR S&P MIDCAP 400 ET...1020.15%0.20%0.27%Q3 2020Q3 202312
VWO VANGUARD INTL EQUITY I...510.02%0.14%0.29%Q3 2016Q3 202312
PYPL PAYPAL HLDGS INC12120.02%0.04%0.07%Q2 2020Q1 202312
EW EDWARDS LIFESCIENCES CORP1110.02%0.03%0.05%Q3 2020Q3 202312
SPGI S&P GLOBAL INC930.02%0.02%0.04%Q2 2020Q2 202312
SGEN SEAGEN INC12120.02%0.02%0.03%Q4 2020Q3 202312
POOL POOL CORP750.02%0.02%0.02%Q3 2020Q3 202312
EMR EMERSON ELEC CO710.02%0.02%0.03%Q4 2019Q3 202312
IWR ISHARES TR530.02%0.47%2.45%Q2 2020Q3 202311
PFF ISHARES TR710.02%0.08%0.20%Q2 2019Q3 202311
TXN TEXAS INSTRS INC920.04%0.08%0.10%Q2 2020Q3 202311
GS GOLDMANSACHSGROUPINC740.02%0.07%0.16%Q4 2016Q3 202311
CRM SALESFORCE INC920.02%0.03%0.05%Q3 2020Q3 202311
AME AMETEK INC11110.02%0.03%0.04%Q1 2021Q3 202311
SWKS SKYWORKS SOLUTIONS INC740.02%0.02%0.03%Q3 2020Q2 202311
TSCO TRACTOR SUPPLY CO11110.02%0.02%0.03%Q1 2021Q3 202311
PBCT PEOPLES UTD FINL INC11110.02%0.02%0.03%Q3 2019Q1 202211
HYS PIMCO ETF TR10100.03%0.27%0.68%Q2 2019Q3 202110
IWM ISHARES TR810.04%0.15%0.44%Q4 2019Q3 202310
PRU PRUDENTIAL FINL INC550.03%0.12%0.22%Q3 2016Q4 202210
MA MASTERCARD INCORPORATED730.02%0.08%0.20%Q3 2020Q3 202310
IBB ISHARES TR730.03%0.07%0.09%Q3 2019Q3 202310
IWB ISHARES TR10100.02%0.04%0.07%Q2 2021Q3 202310
TGT TARGET CORP640.02%0.03%0.05%Q1 2021Q3 202310
ONTO ONTO INNOVATION INC10100.02%0.03%0.04%Q2 2021Q3 202310
USMV ISHARES TR640.02%0.03%0.03%Q3 2019Q1 202210
HEI HEICO CORP NEW520.02%0.02%0.03%Q4 2020Q3 202310
ROK ROCKWELL AUTOMATION INC550.02%0.02%0.03%Q1 2021Q3 202310
TRMB TRIMBLE INC550.01%0.02%0.02%Q1 2021Q3 202310
VMBS VANGUARD SCOTTSDALE FDS810.02%0.50%0.98%Q4 2018Q3 20239
IWV ISHARES TR630.02%0.12%0.18%Q3 2017Q3 20239
DFAC DIMENSIONAL ETF TRUST630.07%0.09%0.11%Q2 2021Q3 20239
WBS WEBSTER FINL CORP CONN990.03%0.05%0.06%Q3 2019Q3 20219
DEW WISDOMTREE TR990.02%0.04%0.08%Q2 2019Q2 20219
GENERAL ELECTRIC CO990.02%0.03%0.05%Q3 2021Q3 20239
SRPT SAREPTA THERAPEUTICS INC510.02%0.03%0.04%Q4 2019Q3 20239
KMX CARMAX INC990.02%0.03%0.05%Q3 2021Q3 20239
LOW LOWES COS INC510.02%0.03%0.04%Q3 2020Q3 20239
ADSK AUTODESK INC510.02%0.02%0.02%Q4 2020Q3 20239
ISCV ISHARES TR880.02%0.12%0.27%Q2 2019Q1 20218
FLOT ISHARES TR710.05%0.11%0.19%Q2 2018Q3 20238
ABNB AIRBNB INC880.03%0.09%0.17%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION880.03%0.08%0.20%Q4 2021Q3 20238
COP CONOCOPHILLIPS620.02%0.05%0.07%Q2 2019Q3 20238
DHR DANAHER CORPORATION620.02%0.04%0.13%Q3 2021Q3 20238
ADBE ADOBE SYSTEMS INCORPOR...620.02%0.03%0.07%Q3 2020Q3 20238
CHTR CHARTER COMMUNICATIONS...710.02%0.03%0.03%Q4 2019Q4 20218
CHD CHURCH & DWIGHT INC710.02%0.03%0.03%Q3 2020Q3 20238
CWI SPDR INDEX SHS FDS880.02%0.02%0.03%Q4 2020Q3 20228
BR BROADRIDGE FINL SOLUTI...530.02%0.02%0.02%Q1 2021Q1 20238
ALGN ALIGN TECHNOLOGY INC530.02%0.02%0.02%Q4 2020Q3 20238
MUB ISHARES TR610.12%0.41%0.68%Q4 2018Q3 20237
AIG AMERICAN INTL GROUP INC770.22%0.24%0.28%Q1 2022Q3 20237
X UNITEDSTSSTEELCRPNEW430.10%0.14%0.22%Q3 2016Q2 20187
XLE SELECT SECTOR SPDR TR430.02%0.10%0.32%Q2 2019Q3 20237
RZG INVESCO EXCHANGE TRADE...770.03%0.07%0.12%Q2 2019Q4 20207
ABT ABBOTT LABS430.02%0.04%0.05%Q3 2020Q3 20237
MLM MARTIN MARIETTA MATLS INC610.02%0.03%0.04%Q4 2021Q3 20237
BKNG BOOKING HOLDINGS INC410.02%0.02%0.03%Q1 2021Q3 20237
TGTX TG THERAPEUTICS INC770.01%0.02%0.05%Q1 2022Q3 20237
RIGL RIGEL PHARMACEUTICALS INC770.01%0.01%0.02%Q1 2022Q3 20237
C CITIGROUPINC410.02%0.12%0.16%Q4 2016Q3 20236
ING INGGROEP660.11%0.12%0.13%Q3 2016Q4 20176
XLF SELECT SECTOR SPDR TR330.04%0.04%0.04%Q3 2020Q3 20236
MTB M & T BK CORP660.02%0.03%0.06%Q2 2022Q3 20236
FICO FAIR ISAAC CORP510.02%0.03%0.04%Q2 2021Q3 20236
SBUX STARBUCKS CORP330.02%0.03%0.03%Q3 2020Q3 20236
GPN GLOBAL PMTS INC510.01%0.02%0.03%Q3 2020Q3 20236
EL LAUDER ESTEE COS INC660.02%0.02%0.02%Q2 2022Q3 20236
ABBV ABBVIE INC330.02%0.02%0.03%Q3 2020Q3 20236
FTNT FORTINET INC660.02%0.02%0.02%Q2 2022Q3 20236
TWX TIMEWARNER550.24%0.25%0.26%Q3 2016Q3 20175
GAL SSGA ACTIVE ETF TR550.03%0.16%0.30%Q3 2020Q3 20215
TDOC TELADOC HEALTH INC550.02%0.04%0.06%Q1 2020Q1 20215
JMST J P MORGAN EXCHANGE TR...550.03%0.04%0.05%Q3 2022Q3 20235
HTA HEALTHCARE TR AMER INC320.03%0.04%0.05%Q1 2021Q2 20225
JPST J P MORGAN EXCHANGE TR...550.02%0.04%0.08%Q2 2022Q2 20235
NSC NORFOLK SOUTHN CORP320.03%0.03%0.04%Q2 2019Q3 20205
HON HONEYWELL INTL INC320.02%0.03%0.06%Q4 2020Q3 20235
EOG EOG RES INC550.02%0.03%0.04%Q3 2022Q3 20235
HSY HERSHEY CO550.02%0.02%0.03%Q3 2022Q3 20235
ILMN ILLUMINA INC550.02%0.02%0.03%Q1 2021Q1 20225
NFLX NETFLIX INC320.01%0.02%0.03%Q3 2020Q3 20235
ADM ARCHER DANIELS MIDLAND CO210.02%0.02%0.02%Q1 2022Q3 20235
IEX IDEX CORP410.02%0.02%0.02%Q4 2021Q3 20235
VCSH VANGUARD SCOTTSDALE FDS310.02%0.69%0.94%Q3 2022Q3 20234
RPG INVESCO EXCHANGE TRADE...310.03%0.24%0.86%Q2 2019Q1 20214
RSP RYDEX GUGGENHEIM440.17%0.17%0.17%Q2 2017Q1 20184
VER VEREITINC440.12%0.14%0.18%Q3 2016Q2 20174
HYG ISHARES TR440.03%0.12%0.17%Q2 2019Q1 20204
PHDG INVESCO ACTIVELY MANAG...440.02%0.07%0.11%Q4 2022Q3 20234
TMO THERMO FISHER SCIENTIF...440.03%0.06%0.14%Q4 2022Q3 20234
MCK MCKESSON CORP210.02%0.06%0.16%Q3 2016Q3 20234
JNK SPDR SER TR440.04%0.04%0.05%Q3 2019Q2 20204
IMCG ISHARES TR440.03%0.04%0.04%Q2 2019Q1 20204
DXCM DEXCOM INC440.02%0.03%0.03%Q2 2021Q1 20224
ASML ASML HOLDING N V440.02%0.02%0.03%Q4 2022Q3 20234
SWK STANLEY BLACK & DECKER...310.02%0.02%0.03%Q4 2020Q1 20224
LHX L3HARRIS TECHNOLOGIES INC440.02%0.02%0.02%Q1 2021Q4 20214
ORCL ORACLE CORP440.02%0.02%0.03%Q4 2022Q3 20234
FRC FIRST REP BK SAN FRANC...440.02%0.02%0.02%Q1 2021Q4 20214
DV DOUBLEVERIFY HLDGS INC310.02%0.02%0.02%Q3 2022Q3 20234
CHX CHAMPIONX CORPORATION440.02%0.02%0.02%Q4 2022Q3 20234
LMT LOCKHEED MARTIN CORP210.02%0.02%0.02%Q2 2022Q3 20234
MDT MEDTRONIC PLC220.02%0.02%0.02%Q4 2021Q3 20234
AXP AMERICAN EXPRESS CO310.01%0.02%0.02%Q1 2022Q3 20234
GRMN GARMIN LTD310.01%0.02%0.02%Q3 2021Q3 20234
ADX ADAMS DIVERSIFIED EQUI...440.01%0.01%0.01%Q4 2022Q3 20234
ORTX ORCHARD THERAPEUTICS PLC440.00%0.00%0.00%Q1 2022Q4 20224
VXUS VANGUARD STAR FDS332.31%2.50%2.69%Q1 2023Q3 20233
IBTD ISHARES TR330.03%0.74%1.13%Q1 2023Q3 20233
IBTE ISHARES TR330.03%0.59%0.92%Q1 2023Q3 20233
REGL PROSHARES TR330.54%0.58%0.63%Q1 2023Q3 20233
NOBL PROSHARES TR330.45%0.50%0.54%Q1 2023Q3 20233
HEZU ISHARES TR330.32%0.37%0.40%Q1 2023Q3 20233
IXUS ISHARES TR330.17%0.18%0.19%Q1 2023Q3 20233
IYE ISHARES TR330.03%0.18%0.40%Q2 2019Q4 20193
VGIT VANGUARD SCOTTSDALE FDS330.15%0.16%0.17%Q1 2023Q3 20233
IYW ISHARES TR330.16%0.16%0.17%Q1 2023Q3 20233
IYJ ISHARES TR330.05%0.10%0.14%Q4 2018Q2 20193
XLK SELECT SECTOR SPDR TR330.09%0.10%0.12%Q3 2020Q1 20213
VCIT VANGUARD SCOTTSDALE FDS330.07%0.08%0.10%Q1 2023Q3 20233
XLV SELECT SECTOR SPDR TR330.06%0.06%0.06%Q3 2020Q1 20213
MORT VANECK VECTORS ETF TR330.04%0.06%0.07%Q3 2020Q1 20213
SCHD SCHWAB STRATEGIC TR330.05%0.05%0.06%Q1 2023Q3 20233
VGSH VANGUARD SCOTTSDALE FDS330.05%0.05%0.05%Q1 2023Q3 20233
CB CHUBB LIMITED330.04%0.05%0.05%Q1 2023Q3 20233
ITW ILLINOIS TOOL WKS INC330.03%0.05%0.08%Q1 2023Q3 20233
SO SOUTHERN CO330.04%0.04%0.05%Q3 2020Q1 20213
SOXX ISHARES TR330.04%0.04%0.05%Q1 2023Q3 20233
IJS ISHARES TR330.04%0.04%0.04%Q2 2019Q4 20193
O REALTY INCOME CORP330.03%0.04%0.04%Q3 2020Q1 20213
GAB GABELLI EQUITY TR INC330.03%0.03%0.04%Q3 2020Q1 20213
APPS DIGITAL TURBINE INC330.02%0.03%0.05%Q3 2020Q1 20213
XLI SELECT SECTOR SPDR TR330.03%0.03%0.03%Q3 2020Q1 20213
MMT MFS MULTIMARKET INCOME TR330.03%0.03%0.04%Q3 2020Q1 20213
WMT WALMART INC330.03%0.03%0.03%Q1 2023Q3 20233
INMD INMODE LTD330.02%0.03%0.04%Q2 2021Q4 20213
VLO VALERO ENERGY CORP330.02%0.03%0.03%Q1 2023Q3 20233
NOC NORTHROP GRUMMAN CORP330.02%0.03%0.03%Q3 2020Q1 20213
PFN PIMCO INCOME STRATEGY ...330.01%0.03%0.03%Q3 2020Q1 20213
GLPI GAMING & LEISURE PPTYS...330.02%0.02%0.02%Q2 2019Q4 20193
PRF INVESCO EXCHANGE TRADE...330.02%0.02%0.03%Q1 2023Q3 20233
W WAYFAIR INC330.02%0.02%0.03%Q4 2022Q2 20233
LW LAMB WESTON HLDGS INC330.02%0.02%0.02%Q1 2021Q3 20213
FDX FEDEX CORP330.02%0.02%0.02%Q3 2020Q1 20213
KREF KKR REAL ESTATE FIN TR...330.02%0.02%0.02%Q1 2023Q3 20233
SMH VANECK ETF TRUST330.02%0.02%0.02%Q1 2023Q3 20233
PFM INVESCO EXCHANGE TRADE...330.02%0.02%0.02%Q1 2023Q3 20233
SPEM SPDR INDEX SHS FDS330.02%0.02%0.02%Q1 2023Q3 20233
USA LIBERTY ALL STAR EQUIT...330.02%0.02%0.02%Q3 2020Q1 20213
EXPD EXPEDITORS INTL WASH INC330.02%0.02%0.02%Q2 2021Q4 20213
SCHB SCHWAB STRATEGIC TR330.02%0.02%0.02%Q1 2023Q3 20233
JRI NUVEEN REAL ASSET INCO...330.02%0.02%0.02%Q3 2020Q1 20213
WLTW WILLIS TOWERS WATSON P...330.02%0.02%0.02%Q1 2023Q3 20233
FNDX SCHWAB STRATEGIC TR330.02%0.02%0.02%Q1 2023Q3 20233
HIO WESTERN ASSET HIGH INC...330.01%0.01%0.01%Q3 2020Q1 20213
SBI WESTERN ASSET INTER MU...330.01%0.01%0.01%Q1 2023Q3 20233
IXP ISHARES TR220.02%0.38%0.74%Q4 2020Q1 20212
AVGO BROADCOM INC220.04%0.06%0.07%Q2 2023Q3 20232
MPW MEDICAL PPTYS TRUST INC220.05%0.06%0.06%Q1 2023Q2 20232
HYLS FIRST TR EXCHANGE-TRAD...220.03%0.04%0.04%Q3 2020Q4 20202
SGEN SEATTLE GENETICS INC220.03%0.03%0.03%Q2 2020Q3 20202
MDLZ MONDELEZ INTL INC220.02%0.03%0.04%Q2 2023Q3 20232
OKE ONEOK INC NEW220.02%0.03%0.05%Q2 2023Q3 20232
FAST FASTENAL CO220.02%0.03%0.04%Q2 2023Q3 20232
MAR MARRIOTT INTL INC NEW220.02%0.03%0.04%Q2 2023Q3 20232
SCHE SCHWAB STRATEGIC TR110.02%0.03%0.04%Q1 2022Q3 20232
AON AON PLC220.02%0.03%0.04%Q2 2023Q3 20232
CMI CUMMINS INC220.02%0.03%0.04%Q2 2023Q3 20232
MS MORGAN STANLEY220.02%0.03%0.04%Q2 2023Q3 20232
BMYRT BRISTOL-MYERS SQUIBB CO110.03%0.03%0.03%Q2 2020Q4 20202
AMP AMERIPRISE FINL INC220.02%0.02%0.03%Q2 2023Q3 20232
INTU INTUIT220.02%0.02%0.03%Q2 2023Q3 20232
DSL DOUBLELINE INCOME SOLU...220.02%0.02%0.02%Q4 2020Q1 20212
NUE NUCOR CORP220.01%0.02%0.03%Q2 2023Q3 20232
SNA SNAP ON INC220.02%0.02%0.03%Q2 2023Q3 20232
ISCG ISHARES TR110.02%0.02%0.02%Q2 2019Q2 20212
AMT AMERICAN TOWER CORP NEW110.02%0.02%0.03%Q3 2020Q4 20212
VIGI VANGUARD WHITEHALL FDS220.02%0.02%0.02%Q1 2023Q2 20232
WEC WEC ENERGY GROUP INC110.02%0.02%0.02%Q2 2022Q3 20232
VRNS VARONIS SYS INC220.02%0.02%0.02%Q2 2021Q3 20212
GLW CORNING INC110.02%0.02%0.02%Q2 2021Q3 20232
ECL ECOLAB INC220.01%0.02%0.02%Q2 2023Q3 20232
SPG SIMON PPTY GROUP INC NEW110.02%0.02%0.02%Q4 2021Q1 20232
CONSTELLATION ENERGY CORP110.02%0.02%0.02%Q4 2022Q2 20232
ZBRA ZEBRA TECHNOLOGIES COR...220.01%0.02%0.02%Q1 2023Q2 20232
FISV FISERV INC220.02%0.02%0.02%Q2 2023Q3 20232
AZN ASTRAZENECA PLC220.02%0.02%0.02%Q2 2023Q3 20232
ITA ISHARES TR220.02%0.02%0.02%Q1 2023Q2 20232
REZ ISHARES TR220.02%0.02%0.02%Q1 2023Q2 20232
HALO HALOZYME THERAPEUTICS INC220.02%0.02%0.02%Q2 2023Q3 20232
TD TORONTO DOMINION BK ONT220.01%0.01%0.02%Q2 2023Q3 20232
CDNS CADENCE DESIGN SYSTEM INC220.01%0.01%0.01%Q2 2023Q3 20232
DNP DNP SELECT INCOME FD INC220.01%0.01%0.01%Q4 2022Q1 20232
AMJ JPMORGAN CHASE & CO110.32%0.32%0.32%Q1 2021Q1 20211
FIXD FIRST TR EXCHNG TRADED...110.27%0.27%0.27%Q1 2021Q1 20211
CI CIGNA CORPORATION110.21%0.21%0.21%Q3 2018Q3 20181
SUB ISHARES TR110.20%0.20%0.20%Q3 2023Q3 20231
EFAV ISHARES TR110.16%0.16%0.16%Q4 2020Q4 20201
IYR ISHARES TR110.15%0.15%0.15%Q1 2023Q1 20231
AABA ALTABA INC110.12%0.12%0.12%Q3 2017Q3 20171
VNQI VANGUARD INTL EQUITY I...110.09%0.09%0.09%Q1 2023Q1 20231
SPXS DIREXION SHS ETF TR110.06%0.06%0.06%Q1 2023Q1 20231
USIG ISHARES TR110.05%0.05%0.05%Q3 2023Q3 20231
NIO NIO INC110.04%0.04%0.04%Q4 2020Q4 20201
MMC MARSH & MCLENNAN COS INC110.04%0.04%0.04%Q3 2023Q3 20231
SAN BANCO SANTANDER110.04%0.04%0.04%Q3 2016Q3 20161
AEP AMERICAN ELEC PWR CO INC110.03%0.03%0.03%Q3 2020Q3 20201
IEI ISHARES TR110.03%0.03%0.03%Q3 2023Q3 20231
ZBH ZIMMER BIOMET HOLDINGS...110.03%0.03%0.03%Q3 2023Q3 20231
INDA ISHARES TR110.03%0.03%0.03%Q1 2023Q1 20231
ELVT ELEVATE CREDIT INC110.03%0.03%0.03%Q4 2022Q4 20221
PNC PNC FINL SVCS GROUP INC110.03%0.03%0.03%Q3 2023Q3 20231
CAT CATERPILLAR INC110.03%0.03%0.03%Q3 2023Q3 20231
ORLY OREILLY AUTOMOTIVE INC110.03%0.03%0.03%Q3 2023Q3 20231
LDL LYDALL INC110.03%0.03%0.03%Q3 2021Q3 20211
DHI D R HORTON INC110.02%0.02%0.02%Q1 2021Q1 20211
BABA ALIBABA GROUP HLDG LTD110.02%0.02%0.02%Q3 2020Q3 20201
EFG ISHARES TR110.02%0.02%0.02%Q3 2023Q3 20231
MSCI MSCI INC110.02%0.02%0.02%Q3 2023Q3 20231
PXD PIONEER NAT RES CO110.02%0.02%0.02%Q4 2019Q4 20191
HEALTHCARE RLTY TR110.02%0.02%0.02%Q3 2022Q3 20221
CHH CHOICE HOTELS INTL INC110.02%0.02%0.02%Q4 2019Q4 20191
DOV DOVER CORP110.02%0.02%0.02%Q3 2023Q3 20231
SPTM SPDR SER TR110.02%0.02%0.02%Q3 2023Q3 20231
LAMR LAMAR ADVERTISING CO NEW110.02%0.02%0.02%Q3 2023Q3 20231
CEVA CEVA INC110.02%0.02%0.02%Q1 2021Q1 20211
TT TRANE TECHNOLOGIES PLC110.02%0.02%0.02%Q3 2023Q3 20231
ISRG INTUITIVE SURGICAL INC110.02%0.02%0.02%Q3 2023Q3 20231
SPIB SPDR SER TR110.02%0.02%0.02%Q3 2023Q3 20231
TRISALUS LIFE SCIENCES...110.02%0.02%0.02%Q3 2023Q3 20231
AJG GALLAGHER ARTHUR J & CO110.02%0.02%0.02%Q3 2023Q3 20231
SWT STANLEY BLACK & DECKER...110.02%0.02%0.02%Q3 2021Q3 20211
MO ALTRIA GROUP INC110.02%0.02%0.02%Q1 2021Q1 20211
VLUE ISHARES TR110.02%0.02%0.02%Q4 2022Q4 20221
UPS UNITED PARCEL SERVICE INC110.02%0.02%0.02%Q2 2022Q2 20221
IDXX IDEXX LABS INC110.02%0.02%0.02%Q3 2023Q3 20231
LQD ISHARES TR110.02%0.02%0.02%Q3 2023Q3 20231
DIREXION SHS ETF TR110.02%0.02%0.02%Q1 2023Q1 20231
ADI ANALOG DEVICES INC110.02%0.02%0.02%Q4 2022Q4 20221
AVY AVERY DENNISON CORP110.02%0.02%0.02%Q3 2023Q3 20231
PGR PROGRESSIVE CORP110.02%0.02%0.02%Q3 2023Q3 20231
IBTF ISHARES TR110.02%0.02%0.02%Q3 2023Q3 20231
SCHX SCHWAB STRATEGIC TR110.02%0.02%0.02%Q3 2023Q3 20231
NVS NOVARTIS AG110.02%0.02%0.02%Q3 2023Q3 20231
TM TOYOTA MOTOR CORP110.02%0.02%0.02%Q1 2023Q1 20231
ANET ARISTA NETWORKS INC110.02%0.02%0.02%Q3 2023Q3 20231
VMW VMWARE INC110.02%0.02%0.02%Q2 2023Q2 20231
ALB ALBEMARLE CORP110.02%0.02%0.02%Q2 2023Q2 20231
PDBC INVESCO ACTVELY MNGD E...110.02%0.02%0.02%Q3 2023Q3 20231
WM WASTE MGMT INC DEL110.02%0.02%0.02%Q3 2023Q3 20231
KMB KIMBERLY-CLARK CORP110.01%0.01%0.01%Q3 2023Q3 20231
PFL PIMCO INCOME STRATEGY FD110.01%0.01%0.01%Q3 2020Q3 20201
BOIL PROSHARES TR II110.01%0.01%0.01%Q1 2023Q1 20231
CLXPF CYBIN INC110.00%0.00%0.00%Q3 2023Q3 20231
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The securities at the top of the list , including ISHARES TR, VANGUARD INDEX FDS, and VANGUARD TOTAL STOCK MARKET, are the highest-conviction holdings of Connecticut Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Connecticut Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Connecticut Wealth Management, LLC owns currently or has owned in the past.