Connecticut Wealth Management

Connecticut Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Connecticut Wealth Management

Connecticut Wealth Management holds 316 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 9.1 $209M 2.3M 89.46
Spdr Series Trust State Street Spd (SPYV) 9.0 $208M 3.7M 56.81
Spdr Series Trust State Street Spd (SPYG) 9.0 $207M 1.9M 106.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 8.8 $203M 1.0M 198.62
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $122M 1.8M 66.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $74M 1.2M 62.47
Ishares Tr Core S&p Scp Etf (IJR) 2.8 $65M 544k 120.18
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $62M 212k 290.22
Vanguard Index Fds Growth Etf (VUG) 2.6 $60M 123k 487.86
Ishares Core Msci Emkt (IEMG) 2.2 $51M 752k 67.22
Ishares Tr S&p 500 Grwt Etf (IVW) 2.1 $48M 385k 123.26
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $42M 190k 219.78
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $39M 117k 335.27
Vanguard Index Fds Small Cp Etf (VB) 1.7 $39M 150k 257.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $36M 58k 614.31
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.5 $34M 450k 75.44
Apple (AAPL) 1.4 $31M 116k 271.86
Ishares Tr Ibonds 26 Trm Ts (IBTG) 1.3 $30M 1.3M 22.88
Raytheon Technologies Corp (RTX) 1.3 $29M 160k 183.40
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.2 $27M 62k 444.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $27M 39k 681.92
Microsoft Corporation (MSFT) 1.1 $25M 51k 483.62
Ishares Tr Select Us Reit (ICF) 1.0 $24M 396k 59.67
Wisdomtree Tr Us Total Dividnd (DTD) 1.0 $23M 269k 84.88
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $19M 395k 47.08
NVIDIA Corporation (NVDA) 0.7 $17M 90k 186.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.6 $14M 101k 136.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $14M 22k 627.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $14M 29k 473.30
Alphabet Cap Stk Cl C (GOOG) 0.5 $13M 40k 313.80
Ishares Tr National Mun Etf (MUB) 0.5 $12M 108k 107.11
Ishares Tr Core S&p500 Etf (IVV) 0.5 $11M 17k 684.95
Alphabet Cap Stk Cl A (GOOGL) 0.5 $11M 35k 313.00
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $11M 38k 279.14
Vanguard Index Fds Value Etf (VTV) 0.4 $9.9M 52k 190.99
JPMorgan Chase & Co. (JPM) 0.4 $9.3M 29k 322.22
Invesco Exchange Traded S&p500 Eql Wgt (RSP) 0.4 $9.3M 49k 191.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $9.1M 18k 502.65
Otis Worldwide Corp (OTIS) 0.4 $9.0M 104k 87.35
Amazon (AMZN) 0.4 $8.7M 38k 230.82
Moody's Corporation (MCO) 0.4 $8.6M 17k 510.85
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.4 $8.4M 41k 204.85
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $8.3M 94k 88.49
Ishares Tr Core Div Grwth (DGRO) 0.3 $7.0M 101k 69.42
Broadcom (AVGO) 0.3 $7.0M 20k 346.10
Visa Com Cl A (V) 0.3 $6.8M 19k 350.71
Costco Wholesale Corporation (COST) 0.3 $6.7M 7.8k 862.39
Ishares Tr Msci Eafe Etf (EFA) 0.3 $6.0M 62k 96.03
Carrier Global Corporation (CARR) 0.3 $5.9M 112k 52.84
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $5.7M 61k 93.08
Arch Cap Group Ord (ACGL) 0.2 $5.5M 57k 95.92
Proshares Tr S&p Mdcp 400 Div (REGL) 0.2 $5.4M 64k 84.22
Vanguard World Inf Tech Etf (VGT) 0.2 $5.3M 7.0k 753.78
American Intl Group Com New (AIG) 0.2 $5.0M 58k 85.55
Home Depot (HD) 0.2 $5.0M 15k 344.09
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.2 $4.9M 111k 43.76
Ishares Tr Russell 2000 Etf (IWM) 0.2 $4.7M 19k 246.15
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.2 $4.7M 210k 22.47
Ishares Tr Intrm Gov Cr Etf (GVI) 0.2 $4.6M 43k 107.35
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $4.6M 57k 79.73
Ishares Tr Global 100 Etf (IOO) 0.2 $4.3M 34k 126.67
International Business Machines (IBM) 0.2 $4.3M 15k 296.22
Eli Lilly & Co. (LLY) 0.2 $4.3M 4.0k 1074.70
Meta Platforms Cl A (META) 0.2 $4.3M 6.4k 660.07
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $4.2M 53k 78.81
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $3.7M 45k 82.82
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $3.7M 26k 141.05
Ishares Tr U.s. Tech Etf (IYW) 0.2 $3.6M 18k 199.68
Ishares Tr Core High Dv Etf (HDV) 0.2 $3.6M 30k 121.61
Johnson & Johnson (JNJ) 0.1 $3.3M 16k 206.95
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $3.2M 11k 302.12
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.1 $3.1M 58k 53.76
Cintas Corporation (CTAS) 0.1 $3.1M 17k 188.07
Teradyne (TER) 0.1 $3.1M 16k 193.56
Spdr Series Trust State Street Spd (SDY) 0.1 $3.1M 22k 139.16
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $3.0M 21k 143.52
Caterpillar (CAT) 0.1 $3.0M 5.2k 572.88
Thermo Fisher Scientific (TMO) 0.1 $2.9M 5.0k 579.40
McKesson Corporation (MCK) 0.1 $2.9M 3.5k 820.29
Spdr Series Trust State Street Spd (SPYM) 0.1 $2.8M 35k 80.22
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $2.7M 4.5k 603.23
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $2.7M 26k 104.07
TJX Companies (TJX) 0.1 $2.7M 18k 153.61
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $2.6M 17k 154.80
Ge Aerospace Com New (GE) 0.1 $2.6M 8.4k 308.02
Ishares Tr Rus 1000 Etf (IWB) 0.1 $2.5M 6.8k 373.43
Exxon Mobil Corporation (XOM) 0.1 $2.5M 21k 120.34
Procter & Gamble Company (PG) 0.1 $2.5M 18k 143.31
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $2.5M 52k 47.79
Union Pacific Corporation (UNP) 0.1 $2.5M 11k 231.31
Oracle Corporation (ORCL) 0.1 $2.4M 13k 194.91
Nextera Energy (NEE) 0.1 $2.4M 30k 80.28
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $2.4M 17k 141.16
Honeywell International (HON) 0.1 $2.3M 12k 195.09
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $2.3M 24k 96.84
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.3M 74k 30.96
Ishares Tr Core Msci Total (IXUS) 0.1 $2.3M 27k 84.64
UnitedHealth (UNH) 0.1 $2.2M 6.6k 330.09
Ameriprise Financial (AMP) 0.1 $2.1M 4.4k 490.36
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.1M 6.9k 303.87
Vanguard World Utilities Etf (VPU) 0.1 $2.0M 11k 185.04
Automatic Data Processing (ADP) 0.1 $2.0M 7.8k 257.23
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $2.0M 44k 46.04
Amgen (AMGN) 0.1 $1.9M 5.8k 327.30
Pepsi (PEP) 0.1 $1.9M 13k 143.52
Cummins (CMI) 0.1 $1.9M 3.7k 510.45
Abbvie (ABBV) 0.1 $1.9M 8.2k 228.50
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.9M 3.9k 480.57
Amphenol Corp Cl A (APH) 0.1 $1.8M 14k 135.14
Snap-on Incorporated (SNA) 0.1 $1.8M 5.3k 344.60
M&T Bank Corporation (MTB) 0.1 $1.8M 9.0k 201.48
Blackstone Group Inc Com Cl A (BX) 0.1 $1.8M 12k 154.14
Danaher Corporation (DHR) 0.1 $1.8M 7.8k 228.92
Cigna Corp (CI) 0.1 $1.8M 6.5k 275.24
Wal-Mart Stores (WMT) 0.1 $1.8M 16k 111.41
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.7M 5.3k 323.03
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.7M 6.3k 268.32
Bank of America Corporation (BAC) 0.1 $1.7M 31k 55.00
O'reilly Automotive (ORLY) 0.1 $1.6M 18k 91.21
McDonald's Corporation (MCD) 0.1 $1.6M 5.3k 305.63
Marriott Intl Cl A (MAR) 0.1 $1.6M 5.1k 310.26
Ssga Active Etf Tr State Street Dou (TOTL) 0.1 $1.6M 39k 40.25
Axis Cap Hldgs SHS (AXS) 0.1 $1.6M 15k 107.09
Vanguard Intl Equity Index Allwrld Ex Us (VEU) 0.1 $1.5M 21k 73.56
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.5M 37k 39.59
Progressive Corporation (PGR) 0.1 $1.5M 6.4k 227.72
Cognizant Technology Cl A (CTSH) 0.1 $1.5M 18k 83.00
Gartner (IT) 0.1 $1.4M 5.5k 252.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.4M 15k 96.27
Horizon Technology Fin (HRZN) 0.1 $1.4M 213k 6.45
Tesla Motors (TSLA) 0.1 $1.4M 3.0k 449.65
Rockwell Automation (ROK) 0.1 $1.3M 3.4k 389.10
Ge Vernova (GEV) 0.1 $1.3M 2.0k 653.58
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.3M 6.1k 210.35
Cisco Systems (CSCO) 0.1 $1.3M 17k 77.03
Illinois Tool Works (ITW) 0.1 $1.3M 5.2k 246.29
Servicenow (NOW) 0.1 $1.3M 8.3k 153.19
Abbott Laboratories (ABT) 0.1 $1.3M 10k 125.29
Select Sector Spdr Tr State Street Com (XLC) 0.1 $1.3M 11k 117.72
Blackrock (BLK) 0.1 $1.2M 1.2k 1070.74
Invesco Exchange Traded S&p500 Pur Val (RPV) 0.1 $1.2M 12k 103.36
Mastercard Incorporated Cl A (MA) 0.1 $1.2M 2.2k 570.88
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.2M 2.6k 453.36
Parker-Hannifin Corporation (PH) 0.1 $1.2M 1.4k 878.96
Chevron Corporation (CVX) 0.1 $1.2M 7.7k 152.41
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.2M 22k 51.60
Chubb (CB) 0.0 $1.1M 3.6k 312.14
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $1.1M 11k 99.88
Spdr Series Trust State Street Spd (SLYV) 0.0 $1.1M 12k 90.97
Atlantic Union B (AUB) 0.0 $1.1M 30k 35.30
Hubbell (HUBB) 0.0 $1.1M 2.4k 444.11
Fastenal Company (FAST) 0.0 $1.1M 26k 40.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $1.0M 14k 74.07
Lowe's Companies (LOW) 0.0 $1.0M 4.2k 241.16
Hartford Financial Services (HIG) 0.0 $1.0M 7.3k 137.79
Ul Solutions Class A Com Shs (ULS) 0.0 $1.0M 13k 78.86
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $985k 13k 77.88
Arthur J. Gallagher & Co. (AJG) 0.0 $973k 3.8k 258.79
Merck & Co (MRK) 0.0 $970k 9.2k 105.26
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $962k 18k 54.71
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $958k 4.5k 212.07
Goldman Sachs (GS) 0.0 $957k 1.1k 879.27
Spdr Series Trust State Street Spd (SLYG) 0.0 $923k 9.8k 94.19
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $921k 28k 33.45
Netflix (NFLX) 0.0 $898k 9.6k 93.76
Ishares Esg Awr Msci Em (ESGE) 0.0 $891k 20k 44.17
Ishares Tr Msci India Etf (INDA) 0.0 $889k 17k 54.05
Spdr Series Trust State Street Spd (MDYG) 0.0 $883k 9.6k 92.43
Travelers Companies (TRV) 0.0 $876k 3.0k 290.11
Tractor Supply Company (TSCO) 0.0 $866k 17k 50.01
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $863k 14k 62.15
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $863k 4.9k 177.37
Morgan Stanley Com New (MS) 0.0 $837k 4.7k 177.54
Sherwin-Williams Company (SHW) 0.0 $830k 2.6k 324.03
American Express Company (AXP) 0.0 $828k 2.2k 369.95
Aon Shs Cl A (AON) 0.0 $827k 2.3k 352.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $812k 30k 27.43
Vanguard World Health Car Etf (VHT) 0.0 $811k 2.8k 287.89
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $795k 4.4k 181.21
Ecolab (ECL) 0.0 $786k 3.0k 262.53
Spdr Gold Tr Gold Shs (GLD) 0.0 $779k 2.0k 396.25
Marsh & McLennan Companies 0.0 $769k 4.1k 185.52
Trane Technologies SHS (TT) 0.0 $768k 2.0k 389.20
Intuit (INTU) 0.0 $761k 1.1k 662.42
Vanguard World Industrial Etf (VIS) 0.0 $759k 2.5k 298.34
First Tr Exchange-traded SHS (FDL) 0.0 $754k 17k 44.34
Intuitive Surgical Com New (ISRG) 0.0 $741k 1.3k 566.14
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $733k 5.6k 131.59
Alcon Ord Shs (ALC) 0.0 $727k 9.2k 78.81
Texas Instruments Incorporated (TXN) 0.0 $719k 4.1k 173.49
Walt Disney Company (DIS) 0.0 $704k 6.2k 113.77
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $703k 2.3k 301.15
Labcorp Holdings Com Shs (LH) 0.0 $688k 2.7k 250.88
Corning Incorporated (GLW) 0.0 $681k 7.8k 87.56
Emerson Electric (EMR) 0.0 $681k 5.1k 132.73
Ishares Tr U.s. Finls Etf (IYF) 0.0 $673k 5.2k 128.93
Wells Fargo & Company (WFC) 0.0 $664k 7.1k 93.20
Deere & Company (DE) 0.0 $661k 1.4k 465.57
Ametek (AME) 0.0 $659k 3.2k 205.33
Coca-Cola Company (KO) 0.0 $657k 9.4k 69.91
Qualcomm (QCOM) 0.0 $654k 3.8k 171.05
Xylem (XYL) 0.0 $645k 4.7k 136.18
Fair Isaac Corporation (FICO) 0.0 $637k 377.00 1690.62
CSX Corporation (CSX) 0.0 $635k 18k 36.25
Waste Management (WM) 0.0 $625k 2.8k 219.73
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $625k 11k 54.77
Spdr Series Trust State Street Spd (CWB) 0.0 $624k 7.0k 89.20
Asml Holding N V N Y Registry Shs (ASML) 0.0 $615k 575.00 1069.92
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $614k 23k 26.91
salesforce (CRM) 0.0 $605k 2.3k 264.92
Prudential Financial (PRU) 0.0 $601k 5.3k 112.87
Invesco Exchange Traded S&P MDCP400 PR (RFG) 0.0 $594k 11k 52.44
Regeneron Pharmaceuticals (REGN) 0.0 $588k 761.00 772.10
Booking Holdings (BKNG) 0.0 $573k 107.00 5355.33
Arista Networks Com Shs (ANET) 0.0 $570k 4.3k 131.02
Air Products & Chemicals (APD) 0.0 $569k 2.3k 246.98
Mccormick & Co Com Non Vtg (MKC) 0.0 $567k 8.3k 68.11
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $564k 11k 50.86
Halliburton Company (HAL) 0.0 $548k 19k 28.26
Ishares Tr Esg Optimized (SUSA) 0.0 $547k 3.9k 139.33
Zoetis Cl A (ZTS) 0.0 $536k 4.3k 125.83
Quanta Services (PWR) 0.0 $532k 1.3k 421.95
Eversource Energy (ES) 0.0 $526k 7.8k 67.33
HEICO Corporation (HEI) 0.0 $526k 1.6k 323.59
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $525k 3.1k 167.97
Martin Marietta Materials (MLM) 0.0 $514k 826.00 622.66
Invesco Exchange Traded Rafi Us 1000 Etf (PRF) 0.0 $510k 11k 46.92
Palantir Technologies Cl A (PLTR) 0.0 $508k 2.9k 177.75
Adobe Systems Incorporated (ADBE) 0.0 $493k 1.4k 349.99
Ishares Tr Residential Mult (REZ) 0.0 $475k 5.8k 82.64
Stryker Corporation (SYK) 0.0 $472k 1.3k 351.47
Astrazeneca Sponsored Adr 0.0 $468k 5.1k 91.93
Eaton Corp SHS (ETN) 0.0 $457k 1.4k 318.51
Comfort Systems USA (FIX) 0.0 $455k 488.00 933.29
Starbucks Corporation (SBUX) 0.0 $446k 5.3k 84.21
Prologis (PLD) 0.0 $432k 3.4k 127.67
Lockheed Martin Corporation (LMT) 0.0 $422k 873.00 483.71
General Dynamics Corporation (GD) 0.0 $418k 1.2k 336.72
Ishares Tr Ishares Biotech (IBB) 0.0 $406k 2.4k 168.80
Invesco Actively Managed S&p500 Downsid (PHDG) 0.0 $393k 11k 37.44
Mondelez Intl Cl A (MDLZ) 0.0 $391k 7.3k 53.83
Edwards Lifesciences (EW) 0.0 $384k 4.5k 85.25
Equinix (EQIX) 0.0 $382k 499.00 766.16
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $380k 3.3k 113.91
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $374k 8.8k 42.69
Carlisle Companies (CSL) 0.0 $368k 1.2k 319.86
Teleflex Incorporated (TFX) 0.0 $368k 3.0k 122.04
Garmin SHS (GRMN) 0.0 $357k 1.8k 202.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $356k 13k 28.48
Zimmer Holdings (ZBH) 0.0 $354k 3.9k 89.92
Phillips 66 (PSX) 0.0 $354k 2.7k 129.04
Willis Towers Watson SHS (WTW) 0.0 $351k 1.1k 328.60
Msci (MSCI) 0.0 $351k 611.00 573.73
American Tower Reit (AMT) 0.0 $343k 2.0k 175.54
Citigroup Com New (C) 0.0 $336k 2.9k 116.70
Toronto Dominion Bk Ont Com New (TD) 0.0 $333k 3.5k 94.21
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $333k 4.4k 75.17
Boeing Company (BA) 0.0 $327k 1.5k 217.08
Valero Energy Corporation (VLO) 0.0 $323k 2.0k 162.79
Ishares Silver Tr Ishares (SLV) 0.0 $318k 4.9k 64.42
Boston Scientific Corporation (BSX) 0.0 $317k 3.3k 95.35
Halozyme Therapeutics (HALO) 0.0 $314k 4.7k 67.30
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $313k 5.2k 59.93
Seagate Technology Hldngs Ord Shs (STX) 0.0 $313k 1.1k 275.39
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $309k 3.3k 94.16
Agilent Technologies Inc C ommon (A) 0.0 $307k 2.3k 136.07
Hamilton Lane Cl A (HLNE) 0.0 $300k 2.2k 134.31
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $291k 3.0k 96.88
Dutch Bros Cl A (BROS) 0.0 $288k 4.7k 61.22
Sony Group Corp Sponsored Adr (SONY) 0.0 $286k 11k 25.60
Avery Dennison Corporation (AVY) 0.0 $286k 1.6k 181.88
Ishares Tr Select Divid Etf (DVY) 0.0 $282k 2.0k 141.14
Novartis Sponsored Adr (NVS) 0.0 $281k 2.0k 137.87
Vanguard Index Fds Large Cap Etf (VV) 0.0 $281k 891.00 314.80
At&t (T) 0.0 $280k 11k 24.84
Trimble Navigation (TRMB) 0.0 $278k 3.5k 78.35
Fiserv (FI) 0.0 $272k 4.1k 67.17
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $270k 2.8k 95.09
PNC Financial Services (PNC) 0.0 $262k 1.3k 208.73
Invesco Exchange Traded Divid Achievev (PFM) 0.0 $258k 5.0k 51.50
Analog Devices (ADI) 0.0 $256k 944.00 271.20
Repligen Corporation (RGEN) 0.0 $256k 1.6k 163.86
IDEXX Laboratories (IDXX) 0.0 $253k 374.00 676.53
Veeva Sys Cl A Com (VEEV) 0.0 $253k 1.1k 223.23
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.0 $252k 11k 22.36
General Motors Company (GM) 0.0 $251k 3.1k 81.32
Mfs Multimarket Income Tr Sh Ben Int (MMT) 0.0 $251k 54k 4.65
Cadence Design Systems (CDNS) 0.0 $249k 796.00 312.58
CVS Caremark Corporation (CVS) 0.0 $248k 3.1k 79.36
Ishares Tr Us Industrials (IYJ) 0.0 $243k 1.6k 148.20
Intel Corporation (INTC) 0.0 $242k 6.6k 36.90
Allstate Corporation (ALL) 0.0 $239k 1.1k 208.15
Constellation Energy (CEG) 0.0 $239k 677.00 353.27
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $238k 1.1k 211.73
Hancock John Prem Divid Com Sh Ben Int (PDT) 0.0 $238k 19k 12.70
3M Company (MMM) 0.0 $237k 1.5k 160.10
Becton, Dickinson and (BDX) 0.0 $235k 1.2k 194.07
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $234k 8.9k 26.23
Universal Display Corporation (OLED) 0.0 $234k 2.0k 116.78
Tg Therapeutics (TGTX) 0.0 $232k 7.8k 29.81
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA) 0.0 $232k 2.6k 89.95
ConocoPhillips (COP) 0.0 $231k 2.5k 93.61
Nike CL B (NKE) 0.0 $225k 3.5k 63.71
Wec Energy Group (WEC) 0.0 $222k 2.1k 105.47
Vanguard Intl Equity Index Tt Wrld St Etf (VT) 0.0 $219k 1.6k 141.08
Micron Technology (MU) 0.0 $217k 760.00 285.41
Credo Technology Group Ordinary Shares (CRDO) 0.0 $216k 1.5k 143.89
Toast Cl A (TOST) 0.0 $211k 5.9k 35.51
Schrodinger (SDGR) 0.0 $207k 12k 17.88
Nasdaq Omx (NDAQ) 0.0 $205k 2.1k 97.13
Uber Technologies (UBER) 0.0 $205k 2.5k 81.71
Lincoln National Corporation (LNC) 0.0 $202k 4.5k 44.53
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $200k 1.3k 148.68
Quicklogic Corp Com New (QUIK) 0.0 $194k 32k 6.01
Trisalus Life Sciences (TLSI) 0.0 $156k 22k 6.98
Ford Motor Company (F) 0.0 $152k 12k 13.12