Connecticut Wealth Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.9T
Holdings
302
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (302 positions)
| Stock | Value |
|---|---|
PSXPHILLIPS 66 | $560.0M |
DWDMORGAN STANLEY | $554.2M |
XYLXYLEM INC | $551.9M |
CWBSPDR SER TR | $543.6M |
VCITVANGUARD SCOTTSDALE FDS | $535.2M |
WFCWELLS FARGO CO NEW | $535.0M |
CSXCSX CORP | $526.3M |
SBUXSTARBUCKS CORP | $517.7M |
SYKSTRYKER CORPORATION | $513.3M |
HEIHEICO CORP NEW | $511.9M |
BKNGBOOKING HOLDINGS INC | $506.8M |
REGNREGENERON PHARMACEUTICALS | $499.8M |
REZISHARES TR | $496.9M |
RFGINVESCO EXCHANGE TRADED FD T | $496.4M |
FTNTFORTINET INC | $483.1M |
TFXTELEFLEX INCORPORATED | $462.5M |
ECLECOLAB INC | $459.6M |
CYBRCYBERARK SOFTWARE LTD | $447.9M |
ZBHZIMMER BIOMET HOLDINGS INC | $447.4M |
EWEDWARDS LIFESCIENCES CORP | $442.1M |
PRFINVESCO EXCHANGE TRADED FD T | $439.1M |
EQIXEQUINIX INC | $424.1M |
AVYAVERY DENNISON CORP | $403.6M |
GRMNGARMIN LTD | $400.6M |
MSCIMSCI INC | $398.7M |
MLMMARTIN MARIETTA MATLS INC | $394.9M |
ASMLASML HOLDING N V | $393.4M |
ETNEATON CORP PLC | $393.3M |
CSLCARLISLE COS INC | $391.6M |
SCHXSCHWAB STRATEGIC TR | $389.9M |
AZNASTRAZENECA PLC | $387.9M |
KMBKIMBERLY-CLARK CORP | $386.3M |
BABOEING CO | $382.8M |
CSTKINVESCO ACTIVELY MANAGED EXC | $382.4M |
ESEVERSOURCE ENERGY | $381.0M |
GLWCORNING INC | $371.4M |
ONTOONTO INNOVATION INC | $371.1M |
PFMINVESCO EXCHANGE TRADED FD T | $367.4M |
WTWWILLIS TOWERS WATSON PLC LTD | $361.3M |
GDGENERAL DYNAMICS CORP | $360.4M |
HALOHALOZYME THERAPEUTICS INC | $356.8M |
BSXBOSTON SCIENTIFIC CORP | $348.4M |
PWRQUANTA SVCS INC | $343.3M |
EFGISHARES TR | $341.0M |
VONVVANGUARD SCOTTSDALE FDS | $338.6M |
DOVDOVER CORP | $337.3M |
SMHVANECK ETF TRUST | $337.1M |
VLOVALERO ENERGY CORP | $334.3M |
ANETEURARISTA NETWORKS INC | $333.4M |
USMVISHARES TR | $333.0M |
HLNEHAMILTON LANE INC | $332.3M |
SUSAISHARES TR | $328.4M |
AXPAMERICAN EXPRESS CO | $326.6M |
OLEDUNIVERSAL DISPLAY CORP | $320.8M |
TAT&T INC | $316.6M |
TGTXTG THERAPEUTICS INC | $306.8M |
SCHRSCHWAB STRATEGIC TR | $301.9M |
AG8AGILENT TECHNOLOGIES INC | $298.6M |
XLUSELECT SECTOR SPDR TR | $290.7M |
AQLTISHARES TR | $289.5M |
SONYSONY GROUP CORP | $287.3M |
KNSLKINSALE CAP GROUP INC | $272.6M |
VGSHVANGUARD SCOTTSDALE FDS | $267.3M |
KKRKKR & CO INC | $266.0M |
BMYBRISTOL-MYERS SQUIBB CO | $264.9M |
VEEVVEEVA SYS INC | $262.9M |
NKENIKE INC | $262.6M |
PNCPNC FINL SVCS GROUP INC | $260.5M |
SCHBSCHWAB STRATEGIC TR | $260.4M |
POWAINVESCO EXCH TRD SLF IDX FD | $255.9M |
IUSGISHARES TR | $254.2M |
CVSCVS HEALTH CORP | $250.5M |
IJKISHARES TR | $249.8M |
IHAKISHARES TR | $242.0M |
ALSALLSTATE CORP | $237.9M |
VGTVANGUARD WORLD FD | $237.6M |
VVVANGUARD INDEX FDS | $236.5M |
TRMBTRIMBLE INC | $232.9M |
MBBISHARES TR | $231.2M |
BABAALIBABA GROUP HLDG LTD | $231.0M |
GLPGLOBAL PARTNERS LP | $230.9M |
OKEONEOK INC NEW | $229.2M |
PAYXPAYCHEX INC | $229.0M |
NVSNNOVARTIS AG | $228.8M |
VBRVANGUARD INDEX FDS | $228.1M |
WECWEC ENERGY GROUP INC | $225.2M |
DMXFISHARES TR | $224.7M |
DYHTARGET CORP | $218.0M |
MMM3M CO | $217.2M |
CMGCHIPOTLE MEXICAN GRILL INC | $215.9M |
BLKCHFBLACKROCK INC | $209.2M |
SCHASCHWAB STRATEGIC TR | $208.6M |
TDTORONTO DOMINION BK ONT | $207.3M |
RI2RIGEL PHARMACEUTICALS INC | $207.2M |
BACVERIZON COMMUNICATIONS INC | $206.1M |
JAAAJANUS DETROIT STR TR | $204.9M |
WASHWASHINGTON TR BANCORP INC | $204.1M |
CDNSCADENCE DESIGN SYSTEM INC | $204.0M |
MGKVANGUARD WORLD FD | $203.6M |
QUIKQUICKLOGIC CORP | $164.5M |