Connecticut Wealth Management, LLC Q1 2024 Filing

Filed May 1, 2024

Portfolio Value

$1.9T

Holdings

322

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (322 positions)

#StockSharesValue% PortfolioType
301
ESGEISHARES INC
21,141$00.00%
302
LULULULULEMON ATHLETICA INC
1,033$00.00%
303
GRMNGARMIN LTD
2,119$00.00%
304
PRFINVESCO EXCHANGE TRADED FD T
10,866$00.00%
305
FISVFISERV INC
2,445$00.00%
306
ABBVABBVIE INC
1,978$00.00%
307
SCHXSCHWAB STRATEGIC TR
4,827$00.00%
308
STEWSRH TOTAL RETURN FUND INC
10,128$00.00%
309
IJKISHARES TR
3,000$00.00%
310
MBBISHARES TR
3,508$00.00%
311
EAELECTRONIC ARTS INC
4,787$00.00%
312
SCHESCHWAB STRATEGIC TR
9,351$00.00%
313
AZNASTRAZENECA PLC
5,929$00.00%
314
ECLECOLAB INC
1,958$00.00%
315
ADSKAUTODESK INC
1,458$00.00%
316
IHAKISHARES TR
5,151$00.00%
317
LABORATORY CORP AMER HLDGS
2,973$00.00%
318
ABNBAIRBNB INC
5,691$00.00%
319
NUENUCOR CORP
2,572$00.00%
320
VCITVANGUARD SCOTTSDALE FDS
12,227$00.00%
321
USMVISHARES TR
4,881$00.00%
322
ONTOONTO INNOVATION INC
3,319$00.00%
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