Connecticut Wealth Management, LLC Q1 2023 Filing

Filed April 18, 2023

Portfolio Value

$1.3T

Holdings

247

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (247 positions)

#StockSharesValue% PortfolioType
201
KREFKKR REAL ESTATE FIN TR INC
25,369$00.00%
202
VGSHVANGUARD SCOTTSDALE FDS
12,124$00.00%
203
GEGENERAL ELECTRIC CO
5,872$00.00%
204
OLEDUNIVERSAL DISPLAY CORP
2,695$00.00%
205
KOCOCA COLA CO
8,577$00.00%
206
INTCINTEL CORP
11,791$00.00%
207
TSLSDIREXION SHS ETF TR
9,000$00.00%
208
RFGINVESCO EXCHANGE TRADED FD T
3,630$00.00%
209
REGNREGENERON PHARMACEUTICALS
1,183$00.00%
210
VBRVANGUARD INDEX FDS
3,796$00.00%
211
ORCLORACLE CORP
2,804$00.00%
212
SGENUSDSEAGEN INC
1,583$00.00%
213
CBCHUBB LIMITED
2,921$00.00%
214
TAT&T INC
12,892$00.00%
215
KMXCARMAX INC
4,483$00.00%
216
ESEVERSOURCE ENERGY
5,444$00.00%
217
BOILUSDPROSHARES TR II
30,000$00.00%
218
FDLFIRST TR MORNINGSTAR DIVID L
17,000$00.00%
219
TRVTRAVELERS COMPANIES INC
2,529$00.00%
220
BABOEING CO
3,049$00.00%
221
GOOGALPHABET INC
9,230$00.00%
222
SOXXISHARES TR
1,347$00.00%
223
DYHTARGET CORP
3,715$00.00%
224
AMGNAMGEN INC
1,395$00.00%
225
VLOVALERO ENERGY CORP
3,027$00.00%
226
EMREMERSON ELEC CO
2,615$00.00%
227
ITA*ISHARES TR
1,803$00.00%
228
APY1EURCHAMPIONX CORPORATION
8,272$00.00%
229
AG8AGILENT TECHNOLOGIES INC
2,559$00.00%
230
SPEMSPDR INDEX SHS FDS
7,974$00.00%
231
CSXCSX CORP
23,485$00.00%
232
MTBM & T BK CORP
3,845$00.00%
233
IWBISHARES TR
1,923$00.00%
234
BACVERIZON COMMUNICATIONS INC
5,666$00.00%
235
REZISHARES TR
2,870$00.00%
236
ADPAUTOMATIC DATA PROCESSING IN
4,312$00.00%
237
SMGSCOTTS MIRACLE-GRO CO
9,098$00.00%
238
TSCOTRACTOR SUPPLY CO
1,542$00.00%
239
MCXMCCORMICK & CO INC
4,680$00.00%
240
CVSCVS HEALTH CORP
5,917$00.00%
241
HEIHEICO CORP NEW
2,066$00.00%
242
QCOMQUALCOMM INC
2,315$00.00%
243
XLFSELECT SECTOR SPDR TR
17,511$00.00%
244
AMEAMETEK INC
3,437$00.00%
245
DISDISNEY WALT CO
3,431$00.00%
246
DNPDNP SELECT INCOME FD INC
13,109$00.00%
247
SCHDSCHWAB STRATEGIC TR
10,326$00.00%
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