Connecticut Wealth Management
Latest statistics and disclosures from Connecticut Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QUAL, IEFA, IJR, IJH, SPYV, and represent 35.94% of Connecticut Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYG (+$26M), DTD (+$18M), IEMG (+$8.2M), IEFA (+$5.9M), AGG (+$5.7M), QUAL (+$5.3M), SPYV, IJR, IJH, VEA.
- Started 12 new stock positions in AMT, PRU, LOW, IEX, MDT, MLM, IWM, NVDA, VMBS, SPG. ABNB, HEI.
- Reduced shares in these 10 stocks: IVW, QQQ, VB, IWF, VOOG, JPM, WBS, VIG, DON, MSFT.
- Sold out of its positions in GD, GPN, HTA, LW, Lydall, HYS, GAL, SWT, VRNS, WBS. GRMN.
- Connecticut Wealth Management was a net buyer of stock by $71M.
- Connecticut Wealth Management has $1.3B in assets under management (AUM), dropping by 12.32%.
- Central Index Key (CIK): 0001689829
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Portfolio Holdings for Connecticut Wealth Management
Companies in the Connecticut Wealth Management portfolio as of the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 15.0 | $194M | +2% | 1.3M | 145.56 | |
| Ishares Tr Core Msci Eafe (IEFA) | 5.9 | $76M | +8% | 1.0M | 74.64 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 5.3 | $68M | +5% | 593k | 114.51 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.2 | $67M | +3% | 236k | 283.08 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 4.5 | $58M | +6% | 1.4M | 42.00 | |
| Raytheon Technologies Corp (RTX) | 4.1 | $53M | 613k | 86.06 | ||
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 3.6 | $46M | +125% | 634k | 72.47 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 3.5 | $45M | +3% | 879k | 51.06 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 3.3 | $43M | 248k | 171.75 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.3 | $42M | -3% | 106k | 397.85 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.2 | $41M | -7% | 493k | 83.67 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 3.2 | $41M | 161k | 254.77 | ||
| Wisdomtree Tr Us Total Dividnd (DTD) | 2.7 | $35M | +98% | 543k | 64.74 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.5 | $32M | 98k | 320.90 | ||
| Otis Worldwide Corp (OTIS) | 2.1 | $27M | 312k | 87.07 | ||
| Ishares Tr Cohen Steer Reit (ICF) | 2.0 | $25M | +4% | 334k | 76.08 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.0 | $25M | -3% | 112k | 226.01 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.8 | $24M | -3% | 78k | 301.75 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.3 | $17M | 65k | 254.63 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.9 | $12M | 101k | 115.22 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.9 | $12M | 95k | 122.38 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $11M | 46k | 241.43 | ||
| Home Depot (HD) | 0.8 | $11M | 26k | 415.03 | ||
| Ishares Core Msci Emkt (IEMG) | 0.8 | $11M | +337% | 177k | 59.86 | |
| Invesco Exch Trd Slf Idx Defensive Eqty (DEF) | 0.8 | $9.7M | 133k | 73.10 | ||
| Ishares Tr Core High Dv Etf (HDV) | 0.7 | $9.4M | 93k | 100.99 | ||
| Ishares Tr Global 100 Etf (IOO) | 0.7 | $9.3M | 119k | 78.01 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $9.2M | -8% | 30k | 305.58 | |
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.7 | $9.2M | +10% | 61k | 151.42 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.6 | $8.1M | 146k | 55.58 | ||
| Wisdomtree Tr Us Midcap Divid (DON) | 0.6 | $7.8M | -6% | 175k | 44.36 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.6 | $7.7M | -2% | 83k | 92.81 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $7.5M | 42k | 178.86 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $7.4M | 26k | 281.80 | ||
| Apple (AAPL) | 0.5 | $7.0M | 39k | 177.58 | ||
| Ishares Tr Us Hlthcare Etf (IYH) | 0.5 | $6.3M | 21k | 300.38 | ||
| Ishares Tr S&P SML 600 GWT (IJT) | 0.5 | $6.0M | 43k | 138.79 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $6.0M | +2065% | 52k | 114.09 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.4 | $5.8M | +12% | 122k | 47.34 | |
| Carrier Global Corporation (CARR) | 0.4 | $5.7M | 106k | 54.24 | ||
| Microsoft Corporation (MSFT) | 0.4 | $5.6M | -7% | 17k | 336.33 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $5.2M | 35k | 148.18 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $4.3M | -3% | 35k | 122.59 | |
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.3 | $4.3M | -2% | 19k | 230.53 | |
| UnitedHealth (UNH) | 0.3 | $4.1M | -2% | 8.1k | 502.10 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $3.8M | 8.0k | 476.97 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $3.7M | 43k | 85.55 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $3.4M | 21k | 162.74 | ||
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.3 | $3.3M | 29k | 114.99 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $3.3M | -3% | 25k | 129.13 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.2M | +2% | 7.4k | 436.52 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.2 | $3.0M | +6% | 59k | 50.38 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.9M | +46% | 6.2k | 474.93 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $2.9M | 72k | 39.75 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.8M | 5.5k | 517.76 | ||
| Ishares Tr U.s. Utilits Etf (IDU) | 0.2 | $2.5M | 28k | 88.42 | ||
| Johnson & Johnson (JNJ) | 0.2 | $2.3M | 13k | 171.06 | ||
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $2.2M | 26k | 84.73 | ||
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.2M | -22% | 14k | 158.32 | |
| Amazon (AMZN) | 0.2 | $2.0M | +11% | 611.00 | 3333.88 | |
| Procter & Gamble Company (PG) | 0.2 | $2.0M | +2% | 12k | 163.54 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.0M | 6.6k | 299.00 | ||
| Union Pacific Corporation (UNP) | 0.2 | $2.0M | 7.8k | 251.95 | ||
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $1.7M | 28k | 62.84 | ||
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $1.7M | -11% | 51k | 32.86 | |
| Bank of America Corporation (BAC) | 0.1 | $1.7M | -21% | 38k | 44.48 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.6M | -14% | 15k | 112.11 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.6M | 5.5k | 293.00 | ||
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $1.6M | +27% | 15k | 109.41 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.5M | 19k | 79.45 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.5M | -10% | 516.00 | 2893.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.4M | 479.00 | 2897.70 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.4M | 6.2k | 221.06 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.4M | 3.7k | 363.39 | ||
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $1.3M | 17k | 80.82 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.3M | 10k | 129.16 | ||
| Cigna Corp (CI) | 0.1 | $1.3M | 5.6k | 229.69 | ||
| Spdr Ser Tr Bloomberg Conv (CWB) | 0.1 | $1.2M | 14k | 82.94 | ||
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.2M | -9% | 41k | 28.96 | |
| Tesla Motors (TSLA) | 0.1 | $1.1M | 1.1k | 1056.90 | ||
| Travelers Companies (TRV) | 0.1 | $1.1M | 7.1k | 156.35 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $1.1M | 5.6k | 188.44 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.1M | 6.7k | 156.64 | ||
| Walt Disney Company (DIS) | 0.1 | $1.0M | +2% | 6.6k | 154.92 | |
| Phillips 66 (PSX) | 0.1 | $1.0M | 14k | 72.46 | ||
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $1.0M | -2% | 12k | 81.55 | |
| Teleflex Incorporated (TFX) | 0.1 | $991k | 3.0k | 328.47 | ||
| CSX Corporation (CSX) | 0.1 | $945k | 25k | 37.59 | ||
| Prudential Financial (PRU) | 0.1 | $938k | NEW | 8.7k | 108.23 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $906k | -5% | 5.4k | 167.84 | |
| Air Products & Chemicals (APD) | 0.1 | $905k | 3.0k | 304.41 | ||
| Automatic Data Processing (ADP) | 0.1 | $835k | 3.4k | 246.46 | ||
| Nextera Energy (NEE) | 0.1 | $829k | 8.9k | 93.31 | ||
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $794k | 7.2k | 110.68 | ||
| Sherwin-Williams Company (SHW) | 0.1 | $792k | +53% | 2.3k | 352.00 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $787k | 10k | 78.69 | ||
| TJX Companies (TJX) | 0.1 | $782k | 10k | 75.97 | ||
| Regeneron Pharmaceuticals (REGN) | 0.1 | $750k | 1.2k | 631.31 | ||
| Visa Com Cl A (V) | 0.1 | $746k | +3% | 3.4k | 216.61 | |
| Costco Wholesale Corporation (COST) | 0.1 | $745k | +7% | 1.3k | 567.84 | |
| Meta Platforms Cl A (FB) | 0.1 | $741k | -6% | 2.2k | 336.36 | |
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $713k | 4.4k | 160.95 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $698k | +13% | 6.8k | 103.15 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $686k | -17% | 11k | 61.20 | |
| Intel Corporation (INTC) | 0.1 | $674k | 13k | 51.49 | ||
| International Business Machines (IBM) | 0.1 | $668k | 5.0k | 133.71 | ||
| Hubbell (HUBB) | 0.0 | $633k | -6% | 3.0k | 208.22 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $630k | 10k | 61.25 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $606k | 4.0k | 150.37 | ||
| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $605k | -15% | 17k | 35.59 | |
| Pepsi (PEP) | 0.0 | $588k | -5% | 3.4k | 173.55 | |
| CarMax (KMX) | 0.0 | $584k | 4.5k | 130.27 | ||
| Dropbox Cl A (DBX) | 0.0 | $573k | 23k | 24.55 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $563k | 7.0k | 80.81 | ||
| Cathay General Ban (CATY) | 0.0 | $562k | -25% | 13k | 42.96 | |
| Coca-Cola Company (KO) | 0.0 | $548k | 9.3k | 59.18 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $541k | -16% | 4.7k | 116.12 | |
| NVIDIA Corporation (NVDA) | 0.0 | $540k | NEW | 1.8k | 294.28 | |
| Merck & Co (MRK) | 0.0 | $535k | -11% | 7.0k | 76.59 | |
| Boeing Company (BA) | 0.0 | $527k | 2.6k | 201.45 | ||
| Pfizer (PFE) | 0.0 | $506k | 8.6k | 59.04 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $495k | NEW | 2.2k | 222.27 | |
| McDonald's Corporation (MCD) | 0.0 | $474k | +22% | 1.8k | 267.95 | |
| 3M Company (MMM) | 0.0 | $467k | 2.6k | 177.70 | ||
| Qualcomm (QCOM) | 0.0 | $456k | 2.5k | 182.69 | ||
| Nike CL B (NKE) | 0.0 | $455k | +12% | 2.7k | 166.73 | |
| Paypal Holdings (PYPL) | 0.0 | $446k | -4% | 2.4k | 188.50 | |
| Universal Display Corporation (OLED) | 0.0 | $445k | 2.7k | 165.12 | ||
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $439k | -5% | 4.5k | 96.50 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $435k | +11% | 1.6k | 264.60 | |
| Eversource Energy (ES) | 0.0 | $433k | 4.8k | 90.89 | ||
| Chevron Corporation (CVX) | 0.0 | $423k | 3.6k | 117.40 | ||
| Zoetis Cl A (ZTS) | 0.0 | $422k | 1.7k | 243.93 | ||
| Edwards Lifesciences (EW) | 0.0 | $415k | 3.2k | 129.40 | ||
| Veeva Sys Cl A Com (VEEV) | 0.0 | $410k | 1.6k | 255.29 | ||
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $400k | -30% | 2.4k | 166.25 | |
| Hartford Financial Services (HIG) | 0.0 | $392k | -2% | 5.7k | 69.05 | |
| Church & Dwight (CHD) | 0.0 | $386k | 3.8k | 102.55 | ||
| General Electric Com New (GE) | 0.0 | $385k | +8% | 4.1k | 94.48 | |
| Washington Trust Ban (WASH) | 0.0 | $373k | 6.6k | 56.39 | ||
| Deere & Company (DE) | 0.0 | $369k | -6% | 1.1k | 342.94 | |
| Inmode SHS (INMD) | 0.0 | $368k | +100% | 5.2k | 70.53 | |
| At&t (T) | 0.0 | $362k | -41% | 15k | 24.62 | |
| salesforce (CRM) | 0.0 | $361k | -13% | 1.4k | 254.23 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $358k | -25% | 2.2k | 159.68 | |
| S&p Global (SPGI) | 0.0 | $356k | 753.00 | 472.78 | ||
| Exelon Corporation (EXC) | 0.0 | $348k | -18% | 6.0k | 57.84 | |
| Onto Innovation (ONTO) | 0.0 | $347k | 3.4k | 101.37 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $342k | 826.00 | 414.04 | ||
| Tractor Supply Company (TSCO) | 0.0 | $340k | 1.4k | 238.26 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $340k | 7.0k | 48.91 | ||
| Dex (DXCM) | 0.0 | $335k | 624.00 | 536.86 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $334k | 4.0k | 83.08 | ||
| Verizon Communications (VZ) | 0.0 | $330k | -18% | 6.3k | 51.98 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $329k | NEW | 2.0k | 166.58 | |
| Cisco Systems (CSCO) | 0.0 | $318k | +6% | 5.0k | 63.41 | |
| First Republic Bank/san F (FRC) | 0.0 | $312k | 1.5k | 206.76 | ||
| Eli Lilly & Co. (LLY) | 0.0 | $311k | 1.1k | 275.95 | ||
| Carlisle Companies (CSL) | 0.0 | $300k | 1.2k | 248.14 | ||
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $298k | 458.00 | 650.65 | ||
| Skyworks Solutions (SWKS) | 0.0 | $296k | 1.9k | 155.14 | ||
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $294k | 10k | 29.30 | ||
| Lululemon Athletica (LULU) | 0.0 | $292k | 747.00 | 390.90 | ||
| Rockwell Automation (ROK) | 0.0 | $283k | 811.00 | 348.95 | ||
| Cintas Corporation (CTAS) | 0.0 | $282k | 637.00 | 442.70 | ||
| Target Corporation (TGT) | 0.0 | $281k | -4% | 1.2k | 231.47 | |
| Amphenol Corp Cl A (APH) | 0.0 | $278k | 3.2k | 87.42 | ||
| L3harris Technologies (LHX) | 0.0 | $274k | -2% | 1.3k | 212.90 | |
| Pool Corporation (POOL) | 0.0 | $268k | -24% | 473.00 | 566.60 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $264k | NEW | 5.0k | 52.78 | |
| Ametek (AME) | 0.0 | $263k | 1.8k | 147.26 | ||
| Stanley Black & Decker (SWK) | 0.0 | $261k | -28% | 1.4k | 188.45 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $260k | -15% | 3.1k | 85.22 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $257k | -10% | 6.5k | 39.42 | |
| Broadridge Financial Solutions (BR) | 0.0 | $255k | 1.4k | 182.53 | ||
| Trimble Navigation (TRMB) | 0.0 | $255k | 2.9k | 87.24 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $252k | -15% | 4.0k | 62.35 | |
| Align Technology (ALGN) | 0.0 | $251k | 382.00 | 657.07 | ||
| Illumina (ILMN) | 0.0 | $251k | 660.00 | 380.30 | ||
| Amgen (AMGN) | 0.0 | $249k | 1.1k | 224.93 | ||
| Lowe's Companies (LOW) | 0.0 | $245k | NEW | 946.00 | 258.99 | |
| Seagen (SGEN) | 0.0 | $245k | 1.6k | 154.77 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $234k | 412.00 | 567.96 | ||
| Expeditors International of Washington (EXPD) | 0.0 | $232k | 1.7k | 134.18 | ||
| Danaher Corporation (DHR) | 0.0 | $226k | 688.00 | 328.49 | ||
| Emerson Electric (EMR) | 0.0 | $225k | 2.4k | 93.01 | ||
| Booking Holdings (BKNG) | 0.0 | $216k | 90.00 | 2400.00 | ||
| Medtronic SHS (MDT) | 0.0 | $215k | NEW | 2.1k | 103.46 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $214k | 4.3k | 50.27 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $212k | -20% | 2.6k | 81.01 | |
| American Tower Reit (AMT) | 0.0 | $212k | NEW | 726.00 | 292.01 | |
| Simon Property (SPG) | 0.0 | $212k | NEW | 1.3k | 159.88 | |
| IDEX Corporation (IEX) | 0.0 | $211k | NEW | 891.00 | 236.81 | |
| Autodesk (ADSK) | 0.0 | $207k | -3% | 736.00 | 281.25 | |
| HEICO Corporation (HEI) | 0.0 | $207k | NEW | 1.4k | 144.05 | |
| Martin Marietta Materials (MLM) | 0.0 | $205k | NEW | 466.00 | 439.91 | |
| People's United Financial (PBCT) | 0.0 | $202k | -23% | 11k | 17.83 |
Past Filings by Connecticut Wealth Management
SEC 13F filings are viewable for Connecticut Wealth Management going back to 2016
- Connecticut Wealth Management 2021 Q4 filed Jan. 24, 2022
- Connecticut Wealth Management 2021 Q3 filed Nov. 2, 2021
- Connecticut Wealth Management 2021 Q2 filed July 29, 2021
- Connecticut Wealth Management 2021 Q1 restated filed May 12, 2021
- Connecticut Wealth Management 2021 Q1 filed April 29, 2021
- Connecticut Wealth Management 2020 Q4 filed Jan. 29, 2021
- Connecticut Wealth Management 2020 Q3 filed Oct. 13, 2020
- Connecticut Wealth Management 2020 Q2 filed July 14, 2020
- Connecticut Wealth Management 2020 Q1 filed April 20, 2020
- Connecticut Wealth Management 2019 Q4 filed Jan. 29, 2020
- Connecticut Wealth Management 2019 Q3 filed Oct. 24, 2019
- Connecticut Wealth Management 2019 Q2 filed July 29, 2019
- Connecticut Wealth Management 2019 Q1 filed April 23, 2019
- Connecticut Wealth Management 2018 Q4 filed Jan. 28, 2019
- Connecticut Wealth Management 2018 Q3 filed Nov. 14, 2018
- Connecticut Wealth Management 2018 Q2 filed Aug. 7, 2018