Connecticut Wealth Management
Latest statistics and disclosures from Connecticut Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QUAL, RTX, IJH, IJR, IEFA, and represent 36.80% of Connecticut Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IEMG, MUB, QUAL, SPYG, VO, VTV, SPYV, GOOGL, AAPL, GOOG.
- Started 17 new stock positions in HEI, VCSH, POOL, VWO, DV, BR, ADSK, SRPT, ROK, SWKS. JMST, FICO, EOG, LOW, HR, TRMB, HSY.
- Reduced shares in these 10 stocks: , IEF, TLT, TIP, VB, TOTL, ICSH, TXN, IJR, VOO.
- Sold out of its positions in ADM, CSCO, EMR, Healthcare Tr Amer Inc cl a, TIP, IWR, IJK, LMT, BOND, SPGI. TXN, UPS, BND, WEC.
- Connecticut Wealth Management was a net buyer of stock by $6.9M.
- Connecticut Wealth Management has $1.1B in assets under management (AUM), dropping by -6.17%.
- Central Index Key (CIK): 0001689829
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Portfolio Holdings for Connecticut Wealth Management
Connecticut Wealth Management holds 190 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 13.4 | $144M | 1.4M | 103.94 | ||
| Raytheon Technologies Corp (RTX) | 6.7 | $72M | 881k | 81.86 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.6 | $60M | 273k | 219.26 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 5.6 | $60M | 686k | 87.19 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 5.5 | $59M | 1.1M | 52.67 | ||
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 5.2 | $56M | 1.6M | 34.49 | ||
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 5.0 | $54M | +3% | 1.1M | 50.10 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.1 | $33M | 910k | 36.36 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 3.0 | $33M | 241k | 135.16 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 3.0 | $32M | +5% | 169k | 187.98 | |
| Wisdomtree Tr Us Total Dividnd (DTD) | 2.7 | $29M | 531k | 54.26 | ||
| Otis Worldwide Corp (OTIS) | 2.7 | $29M | 449k | 63.80 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.6 | $28M | 489k | 57.85 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $28M | 105k | 267.26 | ||
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| Vanguard Index Fds Growth Etf (VUG) | 2.4 | $26M | +2% | 119k | 213.95 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.8 | $19M | -5% | 111k | 170.91 | |
| Ishares Tr Cohen Steer Reit (ICF) | 1.7 | $18M | -2% | 332k | 53.66 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.5 | $16M | 75k | 208.56 | ||
| Carrier Global Corporation (CARR) | 1.3 | $14M | 379k | 35.56 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $11M | 63k | 170.54 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.9 | $9.1M | 95k | 96.05 | ||
| Ishares Tr Core High Dv Etf (HDV) | 0.8 | $8.6M | 94k | 91.29 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $8.2M | 46k | 179.48 | ||
| Invesco Exch Trd Slf Idx Defensive Eqty (DEF) | 0.7 | $8.0M | 133k | 60.20 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.7 | $8.0M | 101k | 78.43 | ||
| Home Depot (HD) | 0.7 | $7.3M | +3% | 27k | 275.95 | |
| Ishares Core Msci Emkt (IEMG) | 0.7 | $7.1M | +203% | 165k | 42.98 | |
| Ishares Tr Global 100 Etf (IOO) | 0.7 | $7.1M | 119k | 59.52 | ||
| Apple (AAPL) | 0.6 | $6.5M | +14% | 47k | 138.21 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $6.5M | 31k | 210.40 | ||
| Ishares Tr Core Div Grwth (DGRO) | 0.6 | $6.4M | 145k | 44.47 | ||
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.6 | $6.3M | -4% | 51k | 124.14 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.6 | $6.3M | 166k | 37.67 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $6.1M | 42k | 143.39 | ||
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $5.8M | -4% | 128k | 45.09 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.5 | $5.6M | 82k | 68.12 | ||
| Ishares Tr Us Hlthcare Etf (IYH) | 0.5 | $5.3M | 21k | 253.01 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $4.6M | -3% | 24k | 195.15 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $4.4M | 43k | 101.66 | ||
| Microsoft Corporation (MSFT) | 0.4 | $4.3M | +6% | 19k | 232.90 | |
| UnitedHealth (UNH) | 0.4 | $4.0M | +7% | 8.0k | 505.05 | |
| Ishares Tr Select Divid Etf (DVY) | 0.4 | $3.8M | 35k | 107.21 | ||
| Ishares Tr National Mun Etf (MUB) | 0.3 | $3.4M | +161% | 34k | 102.58 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $3.3M | +15% | 9.3k | 358.62 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.3 | $3.2M | -2% | 117k | 27.67 | |
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $3.2M | +56% | 26k | 123.49 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.2M | -19% | 9.7k | 328.36 | |
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.3 | $3.0M | 18k | 166.85 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $2.7M | 25k | 111.48 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $2.7M | -3% | 34k | 81.22 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.5M | 20k | 127.29 | ||
| American Intl Group Com New (AIG) | 0.2 | $2.5M | 52k | 47.48 | ||
| Johnson & Johnson (JNJ) | 0.2 | $2.4M | +8% | 15k | 163.37 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $2.4M | -34% | 23k | 102.46 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.3M | 6.5k | 357.11 | ||
| Ishares Tr U.s. Utilits Etf (IDU) | 0.2 | $2.3M | 28k | 81.13 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.1M | 5.2k | 401.63 | ||
| Airbnb Com Cl A (ABNB) | 0.2 | $1.8M | +28% | 17k | 105.04 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $1.6M | -38% | 41k | 40.18 | |
| Cigna Corp (CI) | 0.2 | $1.6M | -11% | 5.8k | 277.53 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $1.6M | 24k | 67.13 | ||
| Union Pacific Corporation (UNP) | 0.1 | $1.6M | 8.0k | 194.77 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.5M | -7% | 5.6k | 266.94 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $1.4M | -39% | 29k | 50.02 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.4M | 14k | 104.48 | ||
| Amazon (AMZN) | 0.1 | $1.4M | +22% | 12k | 113.01 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.3M | -14% | 14k | 96.30 | |
| Procter & Gamble Company (PG) | 0.1 | $1.2M | -21% | 9.7k | 126.26 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.2M | 13k | 94.86 | ||
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $1.2M | 28k | 43.69 | ||
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.2M | -56% | 13k | 95.99 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.1M | 21k | 56.11 | ||
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $1.1M | -2% | 43k | 25.74 | |
| Travelers Companies (TRV) | 0.1 | $1.1M | 7.2k | 153.13 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.1M | 3.7k | 287.35 | ||
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $1.1M | 15k | 69.81 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.1M | 5.2k | 206.52 | ||
| Bank of America Corporation (BAC) | 0.1 | $1.0M | 34k | 30.21 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $986k | +2033% | 10k | 95.69 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $983k | 8.4k | 116.97 | ||
| Automatic Data Processing (ADP) | 0.1 | $964k | +22% | 4.3k | 226.13 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $913k | 41k | 22.24 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $893k | -21% | 10k | 87.32 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $891k | -11% | 6.9k | 128.59 | |
| Nextera Energy (NEE) | 0.1 | $882k | 11k | 78.41 | ||
| Phillips 66 (PSX) | 0.1 | $856k | -26% | 11k | 80.74 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $816k | 1.2k | 689.19 | ||
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $810k | +186% | 16k | 50.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $803k | +1415% | 8.4k | 96.17 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $783k | 5.8k | 136.03 | ||
| Air Products & Chemicals (APD) | 0.1 | $781k | +7% | 3.4k | 232.79 | |
| Costco Wholesale Corporation (COST) | 0.1 | $759k | +15% | 1.6k | 472.31 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $745k | 12k | 60.37 | ||
| International Business Machines (IBM) | 0.1 | $704k | 5.9k | 118.88 | ||
| Visa Com Cl A (V) | 0.1 | $669k | 3.8k | 177.59 | ||
| Hubbell (HUBB) | 0.1 | $660k | 3.0k | 222.97 | ||
| TJX Companies (TJX) | 0.1 | $639k | 10k | 62.08 | ||
| Deere & Company (DE) | 0.1 | $638k | +10% | 1.9k | 334.03 | |
| CSX Corporation (CSX) | 0.1 | $621k | -7% | 23k | 26.63 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $611k | 11k | 56.03 | ||
| Teleflex Incorporated (TFX) | 0.1 | $608k | 3.0k | 201.32 | ||
| Hartford Financial Services (HIG) | 0.1 | $602k | -25% | 9.7k | 61.90 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $593k | -8% | 6.6k | 90.01 | |
| CVS Caremark Corporation (CVS) | 0.1 | $588k | -10% | 6.2k | 95.41 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $581k | +78% | 7.3k | 80.13 | |
| Pepsi (PEP) | 0.1 | $581k | -4% | 3.6k | 163.39 | |
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $566k | NEW | 11k | 50.28 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $563k | -31% | 8.9k | 63.26 | |
| Sherwin-Williams Company (SHW) | 0.1 | $559k | +14% | 2.7k | 204.61 | |
| Chevron Corporation (CVX) | 0.1 | $557k | -3% | 3.9k | 143.59 | |
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $546k | 17k | 32.12 | ||
| Tesla Motors (TSLA) | 0.0 | $507k | +192% | 1.9k | 265.31 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $493k | -3% | 6.6k | 74.87 | |
| Cathay General Ban (CATY) | 0.0 | $466k | 12k | 38.42 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $450k | 3.7k | 121.72 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $433k | 2.6k | 164.76 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $429k | 9.7k | 44.41 | ||
| Walt Disney Company (DIS) | 0.0 | $416k | 4.4k | 94.42 | ||
| Danaher Corporation (DHR) | 0.0 | $410k | +79% | 1.6k | 258.02 | |
| Eversource Energy (ES) | 0.0 | $398k | +21% | 5.1k | 77.92 | |
| Intel Corporation (INTC) | 0.0 | $391k | 15k | 25.75 | ||
| Edwards Lifesciences (EW) | 0.0 | $391k | +23% | 4.7k | 82.54 | |
| Target Corporation (TGT) | 0.0 | $388k | +28% | 2.6k | 148.32 | |
| Ametek (AME) | 0.0 | $382k | +68% | 3.4k | 113.56 | |
| Coca-Cola Company (KO) | 0.0 | $382k | -31% | 6.8k | 55.95 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $381k | -60% | 2.3k | 163.73 | |
| Martin Marietta Materials (MLM) | 0.0 | $380k | +43% | 1.2k | 321.76 | |
| Cintas Corporation (CTAS) | 0.0 | $368k | +37% | 949.00 | 387.78 | |
| NVIDIA Corporation (NVDA) | 0.0 | $365k | +6% | 3.0k | 121.42 | |
| McDonald's Corporation (MCD) | 0.0 | $363k | -14% | 1.6k | 230.62 | |
| Eli Lilly & Co. (LLY) | 0.0 | $355k | 1.1k | 323.02 | ||
| Prudential Financial (PRU) | 0.0 | $343k | +3% | 4.0k | 85.90 | |
| Carlisle Companies (CSL) | 0.0 | $340k | 1.2k | 280.53 | ||
| Pfizer (PFE) | 0.0 | $340k | -29% | 7.8k | 43.76 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $335k | +26% | 2.0k | 164.86 | |
| Bristol Myers Squibb (BMY) | 0.0 | $331k | -3% | 4.7k | 71.11 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $325k | 4.6k | 71.26 | ||
| Qualcomm (QCOM) | 0.0 | $313k | -2% | 2.8k | 112.96 | |
| Amgen (AMGN) | 0.0 | $312k | +25% | 1.4k | 225.11 | |
| Paypal Holdings (PYPL) | 0.0 | $312k | +22% | 3.6k | 85.95 | |
| Amphenol Corp Cl A (APH) | 0.0 | $308k | +45% | 4.6k | 67.03 | |
| Washington Trust Ban (WASH) | 0.0 | $307k | 6.6k | 46.41 | ||
| Merck & Co (MRK) | 0.0 | $307k | -53% | 3.6k | 86.09 | |
| Hershey Company (HSY) | 0.0 | $307k | NEW | 1.4k | 220.70 | |
| Boeing Company (BA) | 0.0 | $306k | -11% | 2.5k | 121.19 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $304k | 2.5k | 121.55 | ||
| Lululemon Athletica (LULU) | 0.0 | $304k | +46% | 1.1k | 279.41 | |
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $303k | 7.1k | 42.77 | ||
| HEICO Corporation (HEI) | 0.0 | $297k | NEW | 2.1k | 143.76 | |
| Verizon Communications (VZ) | 0.0 | $297k | -21% | 7.8k | 37.93 | |
| CarMax (KMX) | 0.0 | $296k | 4.5k | 66.03 | ||
| Onto Innovation (ONTO) | 0.0 | $289k | +33% | 4.5k | 63.99 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $287k | +36% | 1.0k | 284.72 | |
| Tractor Supply Company (TSCO) | 0.0 | $287k | +32% | 1.5k | 186.12 | |
| Nike CL B (NKE) | 0.0 | $280k | +24% | 3.4k | 83.04 | |
| At&t (T) | 0.0 | $275k | -8% | 18k | 15.35 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $273k | 2.1k | 129.14 | ||
| General Electric Com New (GE) | 0.0 | $273k | 4.4k | 61.88 | ||
| Goldman Sachs (GS) | 0.0 | $268k | +29% | 913.00 | 293.54 | |
| Fair Isaac Corporation (FICO) | 0.0 | $265k | NEW | 644.00 | 411.49 | |
| Broadridge Financial Solutions (BR) | 0.0 | $260k | NEW | 1.8k | 144.12 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $260k | NEW | 7.1k | 36.56 | |
| Zoetis Cl A (ZTS) | 0.0 | $258k | +33% | 1.7k | 148.53 | |
| Universal Display Corporation (OLED) | 0.0 | $254k | 2.7k | 94.25 | ||
| 3M Company (MMM) | 0.0 | $252k | -21% | 2.3k | 110.28 | |
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $251k | NEW | 12k | 20.85 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $251k | 1.3k | 197.33 | ||
| M&T Bank Corporation (MTB) | 0.0 | $247k | 1.4k | 176.18 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $246k | NEW | 3.3k | 74.32 | |
| Pool Corporation (POOL) | 0.0 | $245k | NEW | 771.00 | 317.77 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $242k | +36% | 1.1k | 215.69 | |
| Meta Platforms Cl A (META) | 0.0 | $238k | -8% | 1.8k | 135.69 | |
| Dropbox Cl A (DBX) | 0.0 | $234k | 11k | 20.68 | ||
| DV (DV) | 0.0 | $233k | NEW | 8.5k | 27.30 | |
| Rockwell Automation (ROK) | 0.0 | $228k | NEW | 1.1k | 215.30 | |
| Fortinet (FTNT) | 0.0 | $228k | +19% | 4.6k | 49.14 | |
| Exelon Corporation (EXC) | 0.0 | $227k | 6.1k | 37.50 | ||
| Skyworks Solutions (SWKS) | 0.0 | $224k | NEW | 2.6k | 85.14 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $223k | NEW | 2.0k | 110.78 | |
| Trimble Navigation (TRMB) | 0.0 | $220k | NEW | 4.1k | 54.21 | |
| Seagen (SGEN) | 0.0 | $217k | 1.6k | 137.08 | ||
| salesforce (CRM) | 0.0 | $216k | +22% | 1.5k | 144.10 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $215k | 836.00 | 257.18 | ||
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $206k | -4% | 9.7k | 21.25 | |
| Lowe's Companies (LOW) | 0.0 | $205k | NEW | 1.1k | 187.56 | |
| EOG Resources (EOG) | 0.0 | $203k | NEW | 1.8k | 111.85 | |
| Autodesk (ADSK) | 0.0 | $202k | NEW | 1.1k | 187.04 | |
| Tg Therapeutics (TGTX) | 0.0 | $164k | 28k | 5.90 | ||
| Rigel Pharmaceuticals Com New (RIGL) | 0.0 | $94k | 80k | 1.18 | ||
| Orchard Therapeutics Spon Ads (ORTX) | 0.0 | $5.0k | 10k | 0.50 | ||
Past Filings by Connecticut Wealth Management
SEC 13F filings are viewable for Connecticut Wealth Management going back to 2016
- Connecticut Wealth Management 2022 Q3 filed Nov. 2, 2022
- Connecticut Wealth Management 2022 Q2 filed July 12, 2022
- Connecticut Wealth Management 2022 Q1 filed April 18, 2022
- 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